COURSE

Pension education with perspective
SPO’s mantra is pension education with perspective. This perspective is multi-faceted, seeking the input of employers, boards, supervisors, administrative services, asset managers, consultants and, last but not least, the participants, the end-users and object of this proposition.
 
A mix of teaching materials and technology makes SPO's training courses more efficient and effective for course participants, clients and tutors. The SPO programme is:
  • The courses build on existing knowledge, both by using recognisable, current practical examples and by involving the students' own work practice in the study programs. Theory is linked to practical case studies, so that the knowledge gained can be applied directly to the workplace.
  • Interactive. Knowledge only really sticks when it is created through collaboration and in interaction with other students, tutors and content experts from SPO.
  • Assessment-based. Assessment forms an integral part of SPO training courses. The learning objectives of the courses are in line with the professional profiles in the pension sector. SPO's guarantee this with independent examinations and other instruments to test knowledge and practical competence.
  • Flexible and accommodating. Since not everyone learns in the same way, SPO provides a varied learning environment. With sensory-rich work forms, the use of multiple learning places and looking through someone else's eyes, SPO responds to this diversity.
The SPO IPE Training Course for Asset Managers is split over two days and the agenda may change. All timings are CET
Tuesday, May 17, 2022
9:00 AM - 9:30 AM
Welcome / Introduction
 
Peter Kraneveld - Prime BV
Peter Kraneveld
9:30 AM - 11:00 AM
Introduction to the Dutch Pension Fund Sector
  • The Dutch pensions landscape
  • Types of pension funds
  • Legislation (contract, pension law and tax)
  • Governance of pension funds
  • Challenges for Dutch pension funds
Raimond Schikhof - Randstad Groep Nederland
Raimond Schikhof
11:00 AM - 11:30 AM
Break
 
 
 
11:30 AM - 12:45 PM
Trends and Developments
  • Current challenges
  • Coverage ratio
  • Demographic pressure
  • Support for the system
  • Longevity
  • Cost reduction
Raimond Schikhof - Randstad Groep Nederland
Raimond Schikhof
12:45 PM - 1:45 PM
Lunch
 
 
 
1:45 PM - 3:45 PM
Real Estate
Trends in strategic thinking and activity of Dutch pension funds investing in real estate
Peter van Gool - UvA and Amsterdam School of Real Estate
Peter van Gool
3:45 PM - 4:15 PM
Break
 
 
 
4:15 PM - 6:00 PM
Real Estate (continued)
 
Peter van Gool - UvA and Amsterdam School of Real Estate
Peter van Gool
6:00 PM
End of day one
 
 
 
6:30 PM
Dinner
 
 
 
Wednesday, May 18, 2022
9:00 AM - 11:00 AM
Simulation and Roleplay: Theory and Practice Come Together
What’s on a pension fund trustee’s mind?
Janwillem Bouma - Centraal Beheer APF
Janwillem Bouma
11:00 AM - 11:30 AM
Break
 
 
 
11:30 AM - 12:45 PM
Regulatory Framework of Pension Funds and Asset Managers
  • Transparency requirements
  • New required solvency (VEV) requirements
  • FTK: Financial Assessment Framework (FTK) and risk framework of Dutch Central Bank
  • Prudent person requirements
  • Outsourcing
  • Reporting requirements
  • Accounting rules
  • Valuation of liabilities
  • Netherlands Authority for the Financial Markets (AFM) and communication covering:
    • Pension fund costs
    • Communication with members
    • Ethical requirements for trustees and asset managers
    • Typical portfolios, investment management and investment policy
    • Risk management
    • ESG, SRI and SDG policies
Rik Albrecht
Rik Albrecht
12:45 PM - 1:45 PM
Lunch
 
 
 
1:45 PM - 4:00 PM
How to Build Your Case for a Prospective Dutch Pension Fund Client
 
Rik Albrecht
Rik Albrecht
4:00 PM - 5:15 PM
ESG – Sustainable Investing
 
Vincent van Bijleveld - Finance Ideas
Vincent van Bijleveld
5:15 PM - 5:30 PM
Wrap up and Lessons Learned
 
Peter Kraneveld - Prime BV
Peter Kraneveld
5:30 PM
End of programme