What to consider when setting your DB Investment Strategy?
Event Details
Speakers
One of the most important exercises any trustee and sponsor will undertake is an Investment Strategy review.
Done well, it can ensure that interests are aligned for key stakeholders, add value for members and provide clarity of direction for the pension scheme.
In the first session of the Investment Essentials series we are running throughout 2025, we will share with you how to choose a resilient investment strategy in the current environment, alongside our learnings over the many years successfully advising clients in this area.
What will we cover?
- Assessing an appropriate end-game option
- Defining a clear long-term objective
- Building de-risking into a strategic plan
- Determining Covenant strength and keeping key stakeholders engaged
- Building a robust risk management approach
And more!
Who should attend?
The webinar is free to attend open to all pension scheme trustees, in-house pension staff and pension sponsor representatives. This session will focus on designing a Defined Benefit ("DB") investment strategy.