“Please Sir, I want some more…..” How to manage spending and investments when facing significant cost pressures

Date:

27 February 2025 14:45 to 18:30

Venue:

Barber-Surgeons’ Hall, Monkwell Square, Wood St, Barbican, London EC2Y 5BL

Chairperson:

Alan Brown, Chair UCIM (Manager of Cambridge University Endowment Fund)

Details:

In the current challenging returns climate, we are all like Oliver Twist wanting more – more returns, the ability to give more in grants and funding, more expectations of our investment managers. EPFIF’s Institutional Investor Circle meeting focused on how to manage spending and investments when facing significant cost pressures, in particular when public spending is reducing.

We grappled with some of the big questions:

Should a fund exist for ever?
Do you build reserves or spend out?
Should we leave it to future generations to fund the future?
When looking at generational wealth transfer, is a charitable endowment the right model for the next generation?
What vehicles may be used, what works?
If the fund is to run in perpetuity, what is a sensible, sustainable spending pattern?
Understand the practicalities of different approaches from our case studies

Belgium Forum.

DC Pensions Forum.

Institutional Investor Marketing Forum.

Institutional Investors Circle.

International Seminar.

Irish Pension Fund Investment Forum.

Nordic Forum.

Pensioen Bestuurstafel Forum.

Pensioen Investment Forum.

Pension Trustees Circle.

Private Markets Investors Forum.

Southern Africa Pension Fund Investment Forum.

Swiss International Forum.

UK Pension Fund Investment Forum.