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The growth in demand for Outsourcing Investment Management has risen due to a desire amongst institutional asset owner groups for better investment outcomes. With a marketplace rapidly growing in terms of provider numbers and range of offerings, the ability to differentiate between managers, select compatible partners and govern outsourced investment officers’ actions, have become issues of growing relevance and key factors in decision making.

The second annual Investment Outsourcing for Institutional Investors report will bring together UK and continental European based finance directors, treasurers, pension trustees and those charged with ensuring best value for both employer and employee pension arrangements.

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Simplifying the routes available to institutional investors when outsourcing investment management


SECTION 1

INDUSTRY DEVELOPMENTS

1.1 INTERVIEW: What is the best way to go: pure consulting, fiduciary management or something in-between?
Interviewer:
Ben McNamara, Content Producer, Clear Path Analysis
Interviewee:
Andrew Drake, Pensions Investment Consulting Partner, PricewaterhouseCoopers


SECTION 2

SURVEYING YOUR OUTSOURCING OPTIONS

2.1 INTERVIEW: Timing is everything: when to transition to an outsourced investment partner
Interviewer:
Ben McNamara, Content Producer, Clear Path Analysis
Interviewee:
Sally Bridgeland, Chairman, LPP Investments

2.2 INTERVIEW: How do you find the right outsourcing partner?
Interviewer:
Ben McNamara, Content Producer, Clear Path Analysis
Interviewee:
Kim Nash, Director, PTL


SECTION 3

REPORTING AND MONITORING AFTER OUTSOURCING

3.1 INTERVIEW: How do you develop a strong relationship with reporting and monitoring without losing trust after outsourcing?
Interviewer:
Ben McNamara, Content Producer, Clear Path Analysis
Interviewee:
Roger Cooper, Independent Trustee, Chair of Trustees, and Sole Trustee, Pi Pension Trustees

3.2 INTERVIEW: Lessons learnt from our implementation and monitoring approaches
Interviewer:

Ben McNamara, Content Producer, Clear Path Analysis
Interviewee:
Antony Miller, Trustees Director and Chief Executive Office, 20-20 Trustees Limited

Sally Bridgeland

Independent Trustee and Director, and Former Consultant and CEO of BP Pension Fund

Andrew Drake

Pensions Investment Consulting Partner, PricewaterhouseCoopers

Kim  Nash

Client Director PTL

Roger Cooper

Independent Trustee, Chair of Trustees, and Sole Trustee, Pi Pension Trustees

Antony Miller

Trustees Director and Chief Executive Office, 20-20 Trustees Limited

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By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

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