Dates:
12 September 2023 08:30 to 13 September 2023 14:00
Venue:
Radisson Blu Plaza, Oslo, Sonja Henies Plass 3, Oslo, N-0134, Norway
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Chairperson:
Various Members of the EPFIF Advisory Committee
Details:
Tuesday 12 September
An Evolving World – Macro Update and Consequences (Intended or Not!) of Higher Rates & Inflation
Focus on the macro world today and how this is changing with implications of rising rates/inflation, geopolitics (such as the war in Ukraine and China/US), climate change and what does this mean for capital market assumptions and your asset allocations/strategies. How do you manage portfolio volatility?
Return Expectations, Future Strategic Asset Allocation & Role for Real Assets?
What model assumptions are appropriate for the 21st Century? Diversification – is this achievable and should private assets play a role? How much illiquidity can you actually take on? What type of illiquids should you look for – income generative? We will discuss the broader role for real assets in portfolios and the illiquidity premium – is it for real or an excuse for high managers fees?
Looking Back to Look Forward – What Strategies Work?
What strategies have worked well in past, lesson learnt and what could be the way forward for investing from here? Traditionally schemes had a higher allocation to equities and so what is their role now and which strategies would work best? With rising rate and inflationary environment, what is the role now for fixed income portfolios? Should investors maintain a value tilt in their portfolios or will growth make a comeback? What is the future for factor investing?
Delivering for All your Stakeholders
Trends in longevity and impact upon pension scheme funding and liabilities. As people live longer and need their pots to deliver more, should DC funds and sponsors be pushing more active strategies for growth? What is the Impact of technology on engagement – dashboards, comms, self-selecting strategies? How to manage stakeholders’ expectations re stewardship and outcome activities; good things can take a while to deliver…
Pension Fund Case Studies
Examining approaches to investing from institutional investors and pension funds.
Wednesday 13 September
The Evolution of ESG and Sustainability
Showcasing ESG thought leadership and strategies – what has worked, what is working and what could work in the future?
Macro Overview of Sustainability Issues
- Latest Development in Sustainability Strategies
- What has worked, what is working and what could work in the future?
- How much responsibility for ESG/climate should pension funds bear? How much is government responsibility?
- Is it meaningful and whose responsibility is it anyway?
Making Sustainability Work for your Fund
We will cover a range of topics:
- Moving on from ESG and considering Net Zero, Impact and biodiversity?
- Stewardship in practice
- Practical issues such as stress testing sustainability and ESG strategies to ensure robustness and impact on asset allocation
- The impact of the energy transition & Net Zero
Sharing Sustainability Strategies – Successes and Challenges
- Case studies on implementation of Sustainability & ESG strategies.
- What are some of the practical considerations for pension funds?
- Are they having any real impact?
- Measurement metrics and governance.