REPORTS   >   Investing in Diversified Growth & Multi-Asset Funds   >   Report Contents

Report Contents

SECTION 1

EXAMINING THE ROLE OF DIVERSIFIED GROWTH & MULTI-ASSET FUNDS

Roundtable debate: Have diversified growth funds replaced balanced management?

Moderator:

  • Proposed: Prominent journalist

Panellists:

  • Confirmed: Marian Elliott, Director, Atkin & Co
  • Confirmed: Justin Urquhart Stewart, Investment Manager, Seven
  • Confirmed: David McCourt, Investment Specialist, National Association of Pension Schemes

White paper: Can diversified growth funds seduce the defined benefit Euro world?

  • Invited: Thomas Wold, Investment Director, Storebrand Kapitalfrovaltning ASA

SECTION 2

PERFORMANCE MONITORING AND BENCHMARKS

Roundtable debate: The benchmarking conundrum: comparing the myriad of multi-asset funds

Moderator:

  • Proposed: Prominent journalist

Panellists:

  • Confirmed: Don Hanson, Trustee, University of Manchester Pension Fund
  • Confirmed: Simon McClean, Chair of Investment Committee, Commerzbank UK Pension Scheme
  • Confirmed: Bob McDonald, Trustee Director, Tate & Lyle PLC

White paper: Gauging your diversified growth fund manager’s skill base, experience and resources

  • Invited: Clare Scott, Pensions Manager, Sky Pension

SECTION 3

SPECIAL ROUNDTABLE: THE PRICE OF ACCESSING ALTERNATIVE ASSETT CLASSES

Roundtable debate: Can diversified growth funds justify their sky-high fees and management charges

Moderator:

  • Proposed: Prominent journalist

Panellists:

  • Confirmed: Mark Thompson, Chief Investment Officer, HSBC Pension Scheme
  • Confirmed: Nathan Brown, Funds Selection Manager, Friends Provident
  • Confirmed: Donny Hay, Pension Trustee, Law Debenture
  • Confirmed: Barry Parr, Trustee Director, Orange UK Pension Fund

SECTION 4

SPECIAL WHITE PAPER: PICKING YOUR ALTERNATIVES AS A DIVERSIFIED GROWTH FUND MANAGER

  • Proposed: Peter Clark, Chief Executive Officer, MAN Investments

SECTION 5

BUILDING TRUST THROUGH TRANSPARENCY

White paper: Building a pension manager’s faith in multi-asset funds

  • Invited: David Astley, Group Pensions Manager, Trinity

White paper: Decoding DGFs: Why member communication is key

  • Confirmed: Matt Fuller, Pensions Investment Manager, Kingfisher Pension Scheme

SECTION 6

SPECIAL ROUNDTABLE DEBATE: THE FUTURE OF THE DGF AND MIXED ASSET FUNDS MARKETPLACE

Moderator:

  • Proposed: Representative, Fidelity International

Panellists:

  • Confirmed: Steven Edgley, Investment Director, Investment Solutions Group, Fidelity International
  • Confirmed: Nita Tin, Trustee Director, ITS
  • Proposed: Representative, Aon Hewitt/Mercer/PricewaterhouseCoopers
  • Proposed: Representative, Bluefin/Muse Advisory
  • Proposed: Representative, Volkswagon Pension Scheme
  • Proposed: Representative, Macmillan Pension Scheme