Academy Trustee Learning Zone

10:30 - 11:30

Sponsored by:

Trustee learning zone session 1

role of diversified growth funds in pension schemes

Diversified growth funds have increased in popularity as schemes look past traditional equity and long-dated fixed income portfolios.  While there are many different categories of DGF, all endeavour to match the return of equities, but with lowered volatility.  As many conventionally-held investment correlations no longer hold, DGFs may fill an important role for schemes in future. How can a trustee know if a DGF is right for their scheme? How are DGFs constructed?  What are the broad approaches that they use in achieving their performance and risk target?

Jon Dadswell, Head of UK Institutional Sales, Columbia Threadneedle Investments

Craig Nowrie, Client Portfolio Manager, Columbia Threadneedle Investments

11:30 - 12:00

Refreshment break in the exhibition hall

12:00 - 13:00

Sponsored by:


what is the legal responsibility of the in-house cio/executive team?

Is there sufficient clarity about what decisions have been delegated to them and the scope of their authority?  How can trustees ensure they are correctly communicating their scheme’s remit to their executive team, achieving a practical governance arrangement and still complying with FCA and Pensions Act requirements?  A case study will be presented, enabling attendees to understand schemes’ governance and documentation, and how they work in the context of the regulatory environment.
Sebastian Barling, Managing Associate, Linklaters
Alison Chung, Managing Associate, Linklaters
Michael Jones, Managing Associate, Linklaters
Chaired by Phil Goss, Partner, Linklaters 

13:00 - 14:00