United Kingdom

Aon DB Investment Conference

Actively Seeking Returns

London – Thursday 27 September (waiting list applies)

Leeds – Tuesday 2 October

In a world where markets and investments are becoming riskier, more and more pension schemes are increasingly looking for ways to seek the investment returns they need to meet the obligations to their members.

Join us for our free half day conference designed to help trustees explore how they can actively seek returns for their pension scheme. Our speakers will discuss some of our best ideas and latest thinking, compelling investment themes, lessons learned, along with topics brought up by the audience during group discussions and Q&A.

The conference will take a deeper dive into a range of investment areas including the steps trustees can take to align UN’s Sustainable Development Goals with their responsible investing objectives, how to tackle cost transparency to the benefit of members, and the growing role of real assets within pension portfolios.

This event will stimulate your thinking and give you new ideas for your future investment agendas as well as providing practical information to help you achieve your long-term objectives.

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08.30 - 09.00

Breakfast & Registration

09.00 - 09.10

Welcome

Lynda Whitney, Aon (London)

Mike Smaje, Aon (Leeds)

09.10 - 9.30

Keynote Address – The Sustainable Development Goals Investment Case

Sustainable Development Goals (SDG’s), the road-maps of broad societal goals and aspirations are increasingly becoming an unavoidable consideration for universal owners such as pension schemes. What is their role in the finance sector, from both a private and regulatory perspective? Can SDG’s link with impact Investing unlock value in investment decision making?

Our keynote speaker shares insights into why trustees are critical to shaping the world of tomorrow and how they can utilise the tools and techniques available to achieve the shift in time.

Kajetan Czyz, Cambridge Institute for Sustainability Leadership (CISL)

9.30 - 9.55

Investing with Impact - Panel session

Our Panel will explore what responsible investment means for pension schemes, and how they can implement this in practise.

Kajetan Czyz, Cambridge Institute for Sustainability Leadership

Jennifer O’Neill, Aon

Colin Melvin, Arkadiko Partners (London)

Ian Maybury, Independent Trustee (Leeds)

9.55 - 10.20

The ‘Win Win’ relationship

This session will focus on how trustees can get the best results from their providers and the techniques inherent in achieving this.

Keith Jones, Independent Chair of Trustees (London)

Rachel Brougham, Trustee Executive, BESTrustees (Leeds)

10.20 - 11.00

Group discussions

11.00 – 11.25

Rethinking Real Assets – Real Opportunities in Global Real Estate and Infrastructure

Considering investment in real assets provides a solution for pension schemes to address the need of long term, secure and index linked income streams. Our specialists explore where we see the strongest value in these areas and share experiences and best practices whilst implementing these assets in your pension portfolio.

Nick Duff, Aon and Morgan Angus, Townsend Group (Leeds)

11:25 – 11:50

Waging War on Pension Costs and Transparency

The level of cost transparency in UK pensions is improving with efforts from the FCA, DWP and LGPS. In this session, we will discuss recent developments in this area including the outcomes from the IDWG initiative, and how pension schemes can apply these insights in a meaningful way. We’ll also explore the various ways we can tackle investment costs and transparency in order to give trustees and members the comfort that we are delivering value for money as an industry.

Neil Smith, Aon

11.50- 12.20

Group discussions

12.20 - 12.40

Under the Bonnet

Liability driven investment (LDI) continues to be a helpful risk management tool for pension schemes. As trustees increasingly continue to diversify and de-risk portfolios, what occurs under the bonnet of their LDI portfolios has become increasingly important to the success of the whole investment strategy.

In this session, we look at how trustees can benefit from de-risking in a way that helps to boost returns whilst managing their specific liability risk. This includes looking at how both small and large LDI programmes can add value and flexibility through instrument selection and a fresh look at implementation.

Tom Spence and Craig Gillespie, Aon

12:40 – 13:05

Factor Investing: a Deeper Dive

In this session, we will delve into the research process that backs up our best ideas, and highlight the detail required to select an appropriate index, including ensuring the appropriate exposures are gained, without unintended consequences and in a diversified way.

Andy Peach, Aon

13:05 – 13:10

Summary

Lynda Whitney, Aon (London)

Mike Smaje, Aon (Leeds)

13:10– 14:00

Networking Lunch



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Aon Hewitt Limited is authorised and regulated by the Financial Conduct Authority.

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