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Faced by market volatility and unpredictable market environments, pension plans, insurers and other institutional asset owners are turning in growing numbers to outsourced investment firms to capture premium returns and best manage risk. As the sector matures and technology and data support partners enter the sector, market buyers have a growing availability of offers when moving to an inhouse to outsourced model of operating, poses questions at the outset for what strategy best suits different investment groups.

The third annual Investment Outsourcing for Institutional Investors, Europe 2019 report bringing 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. Contributors will be examining the evolution in outsourced investment strategies, investigating some of the new developments in solutions, changing opinions and the role of outsourced investment arrangements in an environment of ever greater regulatory and stakeholder scrutiny.

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SECTION 1


HOW TO AVOID CONFLICTS WHEN CHOOSING A FIDUCIARY MANAGER

1.1 INTERVIEW: How a strict selection process criteria can make sure your fiduciary manager is the right fit
Interviewee:
- Suggested: Head of Group, Pensions Grafton PLC

1.2 WHITE PAPER: Coping with regulatory change – trustees’ new responsibilities when using delegated investment
- Suggested: The Pensions Regulator

SECTION 2


UNDERSTANDING DIFFERENT MODELS OF DELEGATED INVESTMENT

2.1 ROUNDTABLE DEBATE: From outsourcing everything, to specific asset classes – how to find the right levels of delegation
Panellists:
- Suggested: Trustee, Capital Cranfield
- Suggested: Group Pensions Manager, ToolBank
- Suggested: Barnett Waddingham

2.2 INTERVIEW: Picking the right approach – understanding the differences between asset management providers, consultants, and dedicated fiduciary managers
Interviewee:
- Suggested: Independent trustee, PAN Governance

2.3 INTERVIEW: Learning from international experience
- Suggested: Portfolio Manager – Swiss Federal Fund Publica
- Suggested: Netherlands viewpoint TBC
- Suggested: Chief investment officer, Ball State University Foundation

SECTION 3


MONITORING SUCCESS AND FAILURE

3.1 ROUNDTABLE: How to make sure that your delegated investment strategy is working.
Interviewee:
- Suggested: Principal, originations, The Pensions Superfund
- Suggested: Independent Trustee, Mark Cliff Trustee Services
- Suggested: Consultant – XPS Punter Southall

3.2 WHITE PAPER: How fiduciary managers need to change to meet the new regulatory requirements
- Suggested: The FCA

3.3 INTERVIEW: Dealing with poor performance, how to fire or change fiduciary managers
- Suggested: TBC

SECTION 4


THE FUTURE OF FIDUCIARY MANAGEMENT

4.1 WHITE PAPER: What role does technology place in choosing, maintaining and assessing outsourced investment
- Suggested: Sponsor

4.2 ROUNDTABLE DEBATE: Where next for fiduciary management - what role will fiduciary management play in superfunds, DC and mastertrusts?
Panellists:
- Suggested: Sponsor
- Suggested: Independent Trustee, BESTTrustee

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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:

Contributing a thought piece on an issue raised in the market research

Participating in or moderating a roundtable with other industry leaders

Participating as an interviewer or interviewee

Producing a case study white paper written with a client or supplier

Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message