Tuesday  10:00am - 11:15am

Welcome Grainne Newman, IAPF Investment Committee, Chair of Webinar

Building for change: Floating-rate income is the new fixed
Nicholas Pont, Head of Product Strategy, Securitised Products, Schroders Capital
During this session Head of Product Strategy, Securitised Products at Schroders Capital, Nicholas Pont, will present the outlook for Securitised Credit, and how the landscape might look through 2022. Nick will share and discuss the results from Schroders Capital most recent Securitised Products Global Investment Committee Forum, including a discussion of our expectations for the critical changes we expect in 2022, as well as how we are building for change, including recommendations and strategies for sustainable solutions for a rising rate environment.

Cost Transparency Initiative
Prof Chris Sier, CEO, ClearGlass Analytics

In 2018 the UK FCA introduced what is now called the CTI (Cost Transparency Initiative) standard to resolve what it considered to be poor price competition in the world of institutional asset management. The standard was designed by ClearGlass founder Chris Sier and today he will give an update on how the standard has been successfully rolled out in the UK, some of the interesting insights from the huge dataset ClearGlass has collected, and the significant impact on Value-for-Money it has had on the pensions market in the UK. He will also discuss how the standard can and is being applied to other markets and to non-pension fund institutional investors.

Wednesday 10:00am  -11:15am

Welcome Jerry Moriarty, CEO, IAPF

Responsible Investment in Fixed Income: What does that mean for Trustees?
Claire Bews, CFA, Integrated Solutions Credit Portfolio Manager, Insight Investment
Claire Bews will explore the practical aspects trustees need to consider when setting net zero carbon emission targets and building Paris aligned fixed income portfolios. Her presentation will explore the challenges investment managers face in constructing portfolios while balancing the returns and climate objectives of asset-owners;  including where there is a trade-off between these goals in some instances.

The Cost of IORP II - Panel
Ross Mitchell, Elma Fox, Lisa Buckley, IAPF Benefits Committee
This session will look at the potential costs faced by schemes in implementing IORP II and what alternatives they might consider.

Thursday 10:00am - 11:15am

Welcome Ann Prendergast, Chairperson IAPF

The Asian Investment Grade Bond Market: A Core Allocation for Global Alpha Seekers.
Omar Slim, CFA, Senior Vice President and Portfolio Manager, Asia Fixed Income, PineBridge Investments, Singapore

The Asia Investment Grade credit market offers higher yield and is less interest rate sensitive than similarly rated developed markets, making it one of the most defensive fixed income investments in emerging markets. This asset class, with a current market cap of over US$1trillion,  has served as a valuable diversifier for investors seeking to expand their opportunity set while benefiting from a relatively low volatility.

Omar Slim, portfolio manager at PineBridge Investments, will provide an outlook for the asset class, focussing on the latest trends impacting the market.  He will cover how best to navigate both the opportunities and risks presented by the asset class and explain how Asia Investment Grade credit could act as a strategic and valuable allocation for institutional investors in a rising rate environment. Omar will also outline how PineBridge manages ESG Objectives and sustainability risks.

How is Russia impacting your Investments?
Howie Li - Global Head of Index & ETFs, LGIM

This session will look at how the war in Ukraine and the resulting sanctions are impacting investments and what actions are being taken by active managers and index providers.