Network webinar

Investment Beliefs: Setting your objectives & assessing your governance model

About

As the markets have begun to return to a less volatile state following the COVID-19 pandemic, schemes are starting to reassess their portfolios to analyse and understand where there are opportunities to maximise performance. With the funding code put on hold for an additional 3 months, now is a critical time for Trustees to take stock of the situation and prepare for what is next. In this session we cover a variety of areas including:

  • What to watch for, even when the going is good – making sure that the investment beliefs you’ve signed up for are being followed through
  • How should you be setting meaningful objectives for your fiduciary manager or consultant? We will discuss investment and stewardship.
  • What are the similarities & differences of governance models with a fiduciary manager
  • How can you rate/rank the performance of fiduciary managers? Performance of managers varies quite dramatically, and there are few straightforward comparators. We will provide an insider’s look at this. 

We will hear from Kempen on what their clients are experiencing and what is being required, alongside Chris Cheetham, Chair of Trustees of the Mineworkers Pension Scheme, who will share his views and scheme actions on this important and topical subject

Speaker

Nikesh Patel

Head of Investment Strategy

Kempen

Chair

Chris Cheetham

Chair of Trustees

Mineworkers' Pension Scheme

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