IAPF Trustee Network Event

“Generating Stable Returns in a Tumultuous Investment Environment”

As volatility has increased dramatically in virtually every investment market, Eurozone interests rates continue to push the cost of DC and DB liabilities higher. Trustees of both DB and DC schemes are therefore faced with a daunting task of generating positive returns, whilst the downside risk to investing increases. 

How should Trustees approach this issue in their discussions with their Investment Manager. What investment techniques, strategies and risk management tools should Trustees expect managers to use to increase their chances of success?

In this practical and high level training session for Trustees, Russell Investments shares some of the techniques and strategies available to all schemes, irrespective of size or resources, to generate solid returns and to then protect those returns as volatility increases. This includes using a disciplined approach to tactical asset allocation, cost effective methods of implementing downside protection, using a broader range of investment types and  how to get the best value for money from your investment manager

CPD: This seminar has been allocated 1 hour by the IAPF for on-going trustee training requirements. It has also been accredited 1 CPD hours by the LIA & IOB under Category 2. Pensions and Category 3 Investments (LIA Ref: LIA-O-10985), (IOB Ref: 2016-0783. ), and 1.15 hours by the IIPM.

* This event is open only to Trustees allowing you to openly share your own experience and concerns. Not  a Trustee? Please forward this email to the relevant person in your organisation.