University Workshop - Where next for DC investment strategies? – mallowstreet

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Standard Life Investments

Standard Life Investments is a leading asset manager with an expanding global reach. Our wide range of investment solutions is backed by our distinctive Focus on Change investment philosophy, disciplined risk management and shared commitment to a culture of investment excellence. As active managers, we place significant emphasis on rigorous research and a strong collaborative ethos. We constantly think ahead and strive to anticipate change before it happens, ensuring that our clients can look to the future with confidence. As at 31 December 2013, Standard Life Investments managed £184.1 billion* on behalf of clients worldwide. Our investment capabilities span equities, bonds, real estate, private equity, multi-asset solutions, fund-of- funds and absolute return strategies. Serious about investment, serious about you Standard Life Investments has managed assets for UK institutional pension fund clients, including government authorities, corporates, charities and insurance companies, since the 1930s. We’re committed to delivering positive investment returns for our clients through a robust process and the quality of our people. A strong performance track record and proven industry expertise underpin our ability to deliver on our promises. Our experience investing through different investment cycles and market conditions reflects our durability and resilience. Our attention to each institution’s specific challenges drives us to develop investment strategies that deliver real solutions for your specific requirements. As a result, Standard Life Investments is recognised as one of the UK’s leading providers of institutional investment solutions.

University Workshop - Where next for DC investment strategies?

The UK pension reforms have provided UK pension savers with significantly greater freedom in determining how to use their accumulated assets, and this has in turn led trustees and scheme governance committees to consider if the default investment strategies and indeed the options made available to underlying members should be changed to reflect the new pension freedoms.

In addition, with a focus on driving down charges for the accumulation phase and the possible introduction of a charge cap in decumulation, there is a concern that the wider implications of value for money are being lost in the debate.

This breakfast briefing seeks to understand the implications of the rapidly evolving DC landscape on pension funds. What can pension schemes do to support better outcomes in a charge cap environment? What investment characteristics have the greatest impact upon member outcomes? What role will self-select options and alternative glide paths have in future?

Please join Andy Dickson, Investment Director – UK Institutional Business Development, and David Bint, Investment Director – Multi-Asset Investing, to discuss these questions and debate how pension schemes should best move forward.

Speakers

Andy Dickson
Andrew joined Standard Life Investments in 2010, having previously worked for 18 years at Standard Life, where he was responsible for delivering innovative defined contribution pension solutions for some of the UK’s largest employers. Andrew has responsibility for delivering investment solutions to institutional clients that directly benefit both DB and DC pension funds and help clients meet their long-term investment goals. Andrew is a regular contributor in the pension trade press and presenter at leading pension and investment conferences in the UK and overseas.
David Bint Investment Director – Multi Asset Investing
David is a senior member of the Global Investment Specialist Team specialising in absolute return and multi-asset investing. He works closely with the fund management, product development and business teams on ensuring that our investment strategies are accurately communicated and promoting the ongoing development of our investment propositions in the multi-asset marketplace.
David started his investment career as an equity market strategist with Credit Lyonnais Securities in 1987 before joining and subsequently leading JP Morgan’s European Quant Team. In 2003, David joined Henderson Global Investors, initially as Director of Global Sector and Theme Research, and from 2005 was the Fund Manager of the European Style Rotational Long/Short Fund. In 2011, David became Head of Quantitative Research at Monument Securities.