Event Details - Trustee Only Webinar - Managing risk during portfolio change: Benefits of a transition manager

When: 07/06/2024 for 11am - 12noon
Where: Webinar Link will be emailed day before event
Cost: Members: Free of Charge, Non Members: €50,

Sponsored By

 
Russell Investments

Introduction

Managing risk during portfolio change: Benefits of a transition manager

Changes to a portfolio over time are inevitable. This could be a manager change, large reallocation, or a benchmark change to include ESG or other criteria. Being aware of potential risks, mitigating these and accurately reporting both before and after the event are of critical importance.

In partnership with IAPF, Russell Investments will explain the role and benefit of a transition manger within the context of a pension fund’s portfolio, asset owner and multi-manager, with a detailed focus on fixed income.

This is a Trustee Only Webinar. 

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 (LIA02112_2024), IOB (2024-1938) in categories 2. Pensions and PTP hours.

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

Agenda

 

 

Introduction  

 

Presentation

 

Q&A and further discussion

 

 

Ends

 

 

 

 

Speakers

click on image for biography Chris Adolph
Russell Investments
click on image for biography Tom Whateley
Russell Investments
click on image for biography Jerry Moriarty
IAPF
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