Event Details - IAPF Trustee Webinar - Thinking critically about investment manager reviews

When: 20/02/2024 for 12.00pm to 1.00pm
Where: Trustee Webinar
Cost: Members: Free of Charge, Non Members: €50,

Sponsored By

 
LCP

Introduction

Thinking critically about investment manager reviews

This webinar is for Trustees considering how best to effectively deliver a critical investment manager review. LCP will discuss the background to critical reviews under IORPII and the Pensions Authority Code of Practice. They will share some benefits and lessons arising from reviews they have conducted for DB, DC and Master Trust schemes. They will also make some suggestions for managing the challenges of assessing value for money, investment manager performance against peers and managing conflicts of interest when critically reviewing fiduciary or delegated investment solutions. 

CPD

This event has been allocated CPD hours by the IAPF for on-going trustee training requirements. We received 1 CPD hour from the LIA (LIA17069_2024), IOB (TBC) in categories 2. Pensions, 3. Savings & Investment and PTP hours.

If you have a query in relation to CPD, please contact the relevant bodies.

Agenda

 

 12:00

Introduction  
Jerry Moriarty, CEO, IAPF

 

Presentation: Thinking critically about investment manager reviews
Oliver Kelly, Partner, LCP Ireland & Aaron Kilboy, Investment Actuary, LCP

 

 

Q&A and further discussion

 13:00

 

Ends

 

 

 

 

Speakers

click on image for biography Jerry Moriarty
IAPF
click on image for biography Oliver Kelly
LCP Ireland
click on image for biography Aaron Kilboy
LCP
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