DB Funding Code & the Low Dependency Portfolio – Is CDI the new LDI?

Date:

26 October 2023 12:00 to 14:30

Venue:

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

Chairperson:

Jenny Buck, Chief Investment Officer, Tesco Pension Investment Fund Managers

Details:

While the DB Funding Code is now due to be published in April 2024, schemes will start to consider some of its implications. Once area is consideration of a low dependency portfolio for pension schemes as they reach ‘significant maturity’. In light of this, at this Seminar we considered whether Cashflow Driven Investing (CDI) will become the ‘new LDI’ and addressed:

Update on DB Funding Code & implications for asset allocation
What does a low dependency portfolio look like?
What is the difference between CDI & LDI?
What risks, including liquidity, need to be considered when implementing a CDI strategy?
What is the implications for schemes considering a risk transfer exercise such as buy ins or buyouts?
With current interest rates levels, which assets fit best within a CDI portfolio?

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.