Investment delegation – where to next for pension scheme trustees?

9 November 2021 | Online Roundtable

Investment delegation – where to next for pension scheme trustees?

Use of fiduciary management has grown substantially over the last decade. With the average scheme size of fiduciary appointments growing in recent years, along with larger schemes appointing both strategic advisors and a fiduciary manager, we will explore the range of delegation options available to trustees and consider which type may be suitable according to individual scheme circumstances. We’ll hear from the perspective of a fiduciary manager, a third-party evaluator, and a trustee.

SPEAKERS

Simon Bentley

Managing Director, Head of Solutions, Client Portfolio Management – UK, BMO Global Asset Management

James Edwards

Director, Institutional Business, BMO Global Asset Management

Karein Davie

Professional Trustee, Clarity Trustees

Karen Hurst

Senior Policy Advisor: Investment & Stewardship, PLSA

Register your interest

To register your interest or for more information, please email [email protected] stating your job title.

 



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Key info


DATE AND TIME

Tuesday 9 November 2021 
11:00 - 12:00

LOCATION

Zoom roundtable

WHO IS IT FOR?

Individuals with investment responsibilities from DB schemes including professional trustees, chairs of trustees, and chairs of investment committees.

FEES

Free for PLSA fund members