Investor Council 2018
11 October 2018
Rotterdam Hilton
Quality of the decision-making process
From Allocation to Implementation
From Allocation to Implementation
From strategy discussions to risk budgeting and determining investment policy, and from implementation to evaluation the quality of decision making processes is of crucial importance. How can pension funds best safeguard and improve the quality of decision making and governance of the investment process from allocation to implementation?
Launch Pensioen Pro Insights
The new platform for the pensions sector will be launched soon!
Programme
Please note that this is a draft programme and therefore subject to change.
Workshop
11:30-12:15 Workshop
Speakers: Chris van der Oord, Account CIO, Robeco Investment Solutions and Ralph van Daalen, Director Origination Investment Solutions, Robeco Investment Solutions
12:00-13:00 Registration and lunch
Plenary Session
13:00 Opening by Mariska van der Westen, editor in chief Pensioen Pro
13:05-13:30 Presentation Once more, with Conviction?
The first step in strategic asset allocation is to formulate investment beliefs that underpin allocation decisions. But deciding on a set of investment beliefs can be difficult.
Speaker: Alfred Slager, trustee for the pension fund for GP's (SPH), professor of Pension Fund Management,TIAS Business School
13:30-13:55 Presentation Translating Strategy to Practice
How can pension funds get a grip on the practical implications of strategic decisions and how can strategy discussions be fully translated to ‘flesh-and-blood’ portfolios?
Speaker: Twan van Erp, Head of Strategic Portfolio Advice, Achmea Investment Management
13:55-14:30 Panel On closer in(tro)spection
The allocation process can be a rough ride and there’s a lot that can go wrong between idea and implementation - quite often as a result of issues arising in communications and/or decision making. What can pension funds and their service providers do to improve the process and minimize issues?
With: Nienke Platenburg, Partner Mens & Kennis, Tim Kruis, Head of Institutional Business Development Benelux, Invesco and Mathijs van Gool, Director Stichting Pensioenfonds Essity
Moderator: Mariska van der Westen, hoofdredacteur Pensioen Pro
Breakout Sessions
14:30-15:30
- Stream A: Strategic allocation: fundamental choices
Fundamental decisions regarding asset classes or risk factors, active versus passive management, benchmarks and risk management instruments have significant implications ‘downstream’ and in great part determine investment outcomes. Experienced asset management experts review some of the major junctures in the decision making process.
With: Marlon Sahetapy, Head of Delegated Solutions, Netherlands, Aon and Alexander van Aken, Director, Portfolio Manager
and Delegated CIO Fiduciair Management, BMO Global Asset Management
- Stream B: Decision making in a dynamic arena
Investments are monitored continuously and evaluated regularly. But when (and how) does this lead to adjustments in investment plan and portfolio? We look at triggers and processes.
With: Johan Idema, Head of Rates and Co-head of Fixed Income, Actiam and Anton Wouters, Head of Customised & Fiduciary
Solutions, BNP Paribas Investment Partners
- Stream C: Avoiding the implementation trap
It’s a long road from strategy to implementation. What are the main pitfalls and how can implementation and execution issues be avoided? Starting from concrete investment strategies, experts tackle these and related questions.
With: Jason Collins, Global Head of Equity Portfolio Management, SEI Investments and Casper Hesp, Head of Portfolio
Management, Syntrus Achmea Real Estate & Finance
Plenary Session (Continued)
15:30-15:50 Break Coffee and tea
15:50-16:20 Presentation Strategy under pressure
In circumstances of extreme uncertainty and high pressure, decision makers face a variety of cognitive traps - with potentially dire consequences. As a safeguard, it pays to have a dynamic balance policy on hand which has been prepared well in advance.
Speakers: Karin Pasha, Client Servicing & Advice, Cardanoand Stefan Lundbergh, Director Insights, Cardano
16:20-16:50 Presentation VBDO Benchmark Responsible investment: how responsible can or should we choose to be?
The Dutch Association for Sustainable Development (VBDO) present their latest VBDO Benchmark Pension Funds and speaks with Pensioen Pro’s editor about the results
Angélique Laskewitz, Director, VBDO in conversation with Maarten van Wijk, deputy editor, Pensioen Pro
16:50-17:15 Presentation New pension system, new strategy?
What implications will an overhaul of the Dutch pension system have for pension schemes’ strategic investment policies, from strategic decision making to implementation?
Speaker: Arjen Monster, Head of Strategic Advice & LDI Advice for DB pension funds, Integrated Client Solutions, NNIP
17:30 – 18:15 Networking drinks and launch Pensioen Pro Insights with music by Jazz Centrale
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