Growth portfolio performance under the spotlight

23 July 2020 | Webinar

Growth portfolio performance under the spotlight


Whilst financial market performance during the first quarter of 2020 was overawed by the global economic impact of COVID-19, markets over 2019 were buoyant, with equity indices hitting record highs and gilt yields falling to record lows.  A recent survey by XPS presents a holistic analysis of growth portfolios over 2019 and Q1 2020, identifying who capitalised on the market conditions, but more importantly how they went about it.  

What you’ll learn

  • Review the current market backdrop and how this is impacting scheme funding levels;  
  • Illustrate the different investment approaches used to deliver returns within their growth portfolios;
  • Compare and contrast governance models, discussing how they have coped with the challenges faced during 2020; and 
  • Discuss the impact that strategic choices have had on scheme performance during the Covid-19 crisis and views on how schemes should approach strategic choices in the future.  

Please note that this PLSA webinar is only open to PLSA Fund members.

SPEAKERS

Andrew Smith

FM Portfolio Manager, BMO Global Asset Management

Alison Bostock

Client Director, PTL

Andre Kerr

Head of Fiduciary Management Oversight, XPS

Rachel Pine

Events & Training Content Manager, PLSA

If you have any questions about the webinar please contact Anna Dixon:
0207 601 1765  |   anna.dixon@plsa.co.uk

 



Sponsor


Key info


DATE AND TIME

Thursday 23 July 2020
11:00 - 12:00 

LOCATION

Zoom webinar

WHO IS IT FOR?

Defined Benefit (DB) corporate pension scheme trustees, chairs of trustees, and investment committee members.

FEES

Free for PLSA members.
(Please note that this PLSA webinar is only open to PLSA Fund members.)

EVENT SIZE

Up to 500 participants