Event Details:

Are Pension Funds Sleepwalking

up the Risk Curve


November 27, 2019 

Cass Business School

Delegate Fee:

Free to Trustees and Pension Executives


With the structural decline in yields and interest rates, are schemes simply hunting for yield/returns with much less focus on the risk of generating those returns? In short, are they actually sleepwalking up the risk curve! Our speakers will consider the current nature of risk in markets, how to measure it holistically across assets and liabilities and the implications for strategic asset allocation policy given structural changes in many markets. Some key areas and questions addressed include:


  • Where should schemes invest today for the best risk adjusted return? 

  • How have fixed income and credit markets changed in recent times? 

  • How should risk be measured more effectively?

  • Can Pension Funds learn from insurers in terms of their risk management?

  • With many now considering holding bonds for capital gains and equities for income, just what is the new risk/return relationship between asset classes and how can pension funds ensure they understand this?

  • Should schemes be investing using a risk allocation rather than the traditional asset allocation approach?

  • Do pension funds really understand the risks their portfolios are exposed to at the moment?


Key Speakers:

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Martin Mannion - Chair

John Lewis Partnership Pensions Trust

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Dana Day


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Jordan Irvine

Hymans Robertson

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Guy Freeman

Rothesay Life


17.00 – 17.30    Registration

17.30 – 20.00    Seminar

20.00 – 21.00    Drinks Reception/Light Buffet

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Andrew Mulliner

Janus Henderson


We want to let you know our policy re the Coronavirus and our forthcoming Meetings. Until it is possible to hold physical events, we are temporarily holding all our seminars as Virtual Forum Seminars.

The Pension Investment Academy is a division of Specialist Pension Services Ltd.

Registered Address: Northside House, Mount Pleasant, Barnet, Herts, EN4 9EE.

Office Address: Fulling Mill Barn, Fulling Mill Lane, Welwyn, Herts, AL6 9NP.

Registered in England & Wales No 2706061.