New Investment Trustee Training Course (Half-day)
    Wednesday, 11 October 2017
    9:30 AM

    ​​​Punter Southall Head Office
    11 Strand
    London
    WC2N 5HR

 

 Description

 

    This half-day course takes trustees through the key issues involved in deciding whether and how to implement liability-driven investment (LDI) strategies. 

    Interest rate and inflation risks are typically two of the most significant financial risks faced by defined benefit pension schemes in the UK. Liability-driven investment LDI strategies aim to manage these risks. We continue to see significant growth in the LDI toolkit that is available to schemes as investment managers react to the increasing demand for such solutions. This is all happening at an interesting time, where long-term interest rate expectations are near, or at, all-time lows.
     
    Our course will cover: 
    • An introduction to the principles behind LDI and how LDI strategies work
    • The tools available to manage interest rate and inflation risks within a pension scheme
    • The key issues to be aware of when using LDI
    • How appropriate an LDI solution is in the current low-yield environment  
     
    Price: £295+VAT (to include all course materials, lunch and refreshments)
     
 

 Agenda

 
    ​9.30am to 1pm followed by lunch
 

 Location

 

    ​​​Punter Southall Head Office
    11 Strand
    London
    WC2N 5HR