Volatility in DC Funds – Managing Investments/Strategy & Communication Challenge to Members

Date:

20 September 2022 11:45 to 14:30

Venue:

Pewterers’ Hall, Oat Lane, London EC2V 7DE

Chairperson:

Meredith Gibson, Independent Trustee, Citi UK Pension Schemes

Details:

With 2022, so far being a rather volatile year in markets with inflation taking hold, we ask whether schemes can and should better manage their DC investment strategies to dampen volatility and, if so, how? In addition, how can schemes improve their communications and better engage with members to explain volatility?

The speakers will discuss:

Current update on the macro environment and what the outlook is for markets.
Inflation/interest rate rises and their implications
What should trustees be doing, if anything, for their DC investment strategy?
What lessons can be learnt from behavioural finance to ensure a more effective communication & engagement strategy is in place for members to understand the current volatility?
How do you balance guidance vs advice?

Should Trustees be reconsidering any post retirement options you have in place within your DC Scheme?

Benelux Forum – Belgian Meetings.

Benelux Forum – Dutch Meetings.

International Seminar.

Irish Pension Fund Investment Forum.

Money Purchase Pensions Forum.

Nordic Forum.

Pensioen Bestuurstafel.

Pension Trustees Circle.

Private Markets Investors Forum.

Southern Africa Pension Fund Investment Forum.

Swiss International Forum.

UK Pension Fund Investment Forum.