The Foundations Conference is designed to explore Dimensional’s unique investment philosophy and approach to markets for a diverse range of financial professionals. From foundational concepts, to a deep dive into the research that underpins our investment philosophy. Presentations will include insights into how we manage both Equity and Fixed Interest portfolios, and a comprehensive view of our available investment solutions.
A wise man said being clever is not being able to predict when it will rain, being clever is bringing an umbrella. Much of the discourse surrounding ESG and climate risk revolves around the issue rather than the solution. In our webinar series, we address the issue of what does a portfolio that is aligned with the Paris Agreement look
The Pensions Regulator (TPR) published their first consultation on the new DB Funding Code of Practice back in March, introducing the new twin track approach for demonstrating compliance. Register to join our webinar, on 17 August, with the Association of Member Nominated Trustees (AMNT) as we discuss the principles of the new Code and what this means for you. The
The AMNT and Dimensional have joined forces to explore and understand how the investment world has managed through the Coronavirus pandemic. Looking for Positives- A perspective on market events and investment performance during the COVID-19 crisis Always Look at the Big Picture- A perspective on market events and investment performance during the COVID-19 crisis The current crisis is a 'Big
As markets and economies tentatively recover from COVID-19, focus can now move to the new investment opportunities available to investors. Over the last couple of months, we've been working with managers to better understand which are most likely to provide genuine and accessible opportunities. Register for our webinar on 4 September where our experts will show how we screen and evaluate
If you’re involved in operating and governing DC pension schemes, it is vital to understand the operation of your scheme, comply with new governance requirements and keep your DC knowledge up to date. In an ever-evolving market, trustees are increasingly required to demonstrate how they govern members’ benefits and keep their defined contribution (DC) knowledge up to date. Companies are
Register Now This one-day course is designed to give delegates a better understanding of the many issues they will face as a trustee, or scheme manager, of a trust-based DC scheme. In a participative environment, delegates will explore: An overview of the current DC pensions landscape. The legal framework within which trustees operate. The key issues in effective DC administration.
The AMNT and The People's Pension (B & CE) have joined forces to explore and understand how the Regulator’s authorisation regime, has strongly placed master trusts as a potential alternative to traditional pension options. Joining us from The People’s Pension, David Lunt (Head of Business Development) and Glenn Dobson (Business Development Manager), will talk about what DC single-employer trusts need
Deciding when and how to de-risk is still a huge challenge for trustees. One question trustees and sponsoring employers often ask us is whether doing a series of buy-ins over time, or waiting to complete a single buy-out transaction, is the most beneficial approach for their pension scheme. According to our recent survey of 100 trustees of DB pension schemes, 47% are
With an increased focus from The Pensions Regulator on governance standards, it is essential for trustees to have suitable and regular training. Our comprehensive training programme effectively guides trustees, who are responsible for managing defined benefit (DB) pension schemes, through the fundamental issues highlighted in The Pensions Regulator’s ‘Scope Guidance’. This one-day course provides both new trustees, and those seeking a