Increasing Allocation to Offshore Investing to 45% – Risks, Opportunities & Practical Considerations

Date:

29 June 2022 09:30 to 14:30

Venue:

Leonardo, The, 75 Maude Street, Sandton, 2031

Chairperson:

Jonathan Mort, Independent Trustee & Chair, 10X Umbrella Funds

Details:

With the recent announcement of the increase to offshore limits on allocation to 45%, just what does this mean in practice, how can pension funds really take advantage of this increased freedom to invest and what are the risks and opportunities?

Our speakers discussed:

Practical considerations – governance, costs and finding the right managers
What are the principal drivers for a global portfolio asset allocation?
Can diversification be achieved effectively?
Where are the opportunities and what are the risks of investing offshore?
Which asset classes should you consider – equities, fixed income or alternatives?
How do we do things differently from the past?
Can you still consider impact and, if so, how?
What does it mean for hedging of any currency risks?

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.