Name: mallowstreet University Digital Roundtable - Retired, not Inactive: How active management can help DC tackle tomorrow’s challenges
Start: 2021-02-25 08:45:00Z
End: 2021-02-25 10:15:00Z

Sponsored by

Newton Investment Management

Newton Investment Management is a London-based, global investment management firm, providing a focused range of investment strategies to public and private-sector DB and DC pension funds, corporations, charities and, via BNY Mellon, individuals. We run a broad range of equity, fixed-income, and multi-asset strategies, and have particular expertise in absolute-return, income-focused, high-conviction and sustainable investing.

We use bottom-up security selection tied with a thematic framework to create and manage strategies that aim to help secure our clients’ futures. Our global investment themes are vital to us in providing crucial perspectives on the investment landscape. They identify key long-term forces of structural change, such as changing demographics and a technological revolution, and give us a framework for research and debate.

Our investment managers are supported by career global research analysts who provide investment ideas based on bottom-up fundamental research. Our investment professionals work as part of a single investment team, which promotes perspective on the investment landscape, strong idea generation and the swift implementation of investment ideas.

In addition to financial measures, we evaluate factors such as environmental impacts, social standards, and the effectiveness of people in charge. We believe this ‘purposeful ownership’ approach allows us to better manage risk and make more informed investment decisions.

mallowstreet University Digital Roundtable - Retired, not Inactive: How active management can help DC tackle tomorrow’s challenges

A growing number of people will reach retirement with just defined contribution pensions, many of them from master trusts. But unlike in the accumulation phase, members’ needs start to diverge at retirement. What does this mean for the future of master trust investments? Will active management need to play a role in the customisation process for members, and how could this be achieved in a cost-effective way? Join experts from Newton Investment Management for what is sure to be a lively discussion on how the use of active management could evolve to meet the investment needs of DC members.

This morning session is accredited for CPD points by the Pensions Management Institute (PMI) and is exclusively for pension fund decision makers.

Speakers

Julian Lyne
Julian Lyne, Chief Commercial Officer
Julian is a member of Newton’s executive management committee with responsibility for all aspects of global distribution, client relationship management and marketing. He joined Newton in 2014 to lead the global consultant relations and UK institutional business development team.
Prior to joining Newton, Julian was head of institutional business at F&C. Throughout his career he has held various roles covering client and consultant relations across both DC and DB arrangements.
Julian has a BSc (Hons) in Psychology from City University, London. Outside of work, Julian ‘enjoys’ watching Arsenal, the Jets and Mets and is a keen member of the Peloton family. He is passionate about music of all sorts.
Paul Brain
Investment Leader, Fixed Income Team
Paul is Investment Leader of the fixed income team. He joined Newton in 2004, and manages a range of global bond portfolios. He is also part of the leadership team for the Newton Global Dynamic Bond strategy. Paul is chairman of the bond/FX strategy group, and a member of the global strategy group and the investment committee.
Paul has held a number of senior fixed-income positions within the industry at MSG & Partners, Investec and Credit Suisse. Outside of work, Paul enjoys cycling, learning foreign languages and travel.

Program

8:45 AM Login and Access Meeting

The University Roundtable will take place online via a 'Zoom' meeting (a widely used webcast meeting provider). We will provide further information, including an access link and password to all attendees in advance of the event.
8:55 AM Welcome and Introductions
9:00 AM Presentation and Discussion
10:15 AM End

mallowstreet University Digital Roundtable - Retired, not Inactive: How active management can help DC tackle tomorrow’s challenges

Speakers

Program

8:45 AM Login and Access Meeting

8:55 AM Welcome and Introductions

9:00 AM Presentation and Discussion

10:15 AM End