DC Innovation Unleashed:
Optimising Outcomes for Generation DC
Rudimentary investment strategies no longer suffice! Increasingly, gone are the days of vanilla bonds, passive equities, and cash —and strategies that come to an abrupt halt at retirement. Welcome to a new frontier of investment innovation elevating outcomes for Generation DC.
The Investment Industry is doing great work to build enhanced strategies for DC members. With the Mansion House speech adding further impetus it is time to explore further.
In this insightful series, we brought together multi-disciplinary thought leaders at the vanguard of change over a 3-part series. We are delighted to share recordings of the events and the accompanying electronic magazine, packed with thought provoking innovative DC thought.
Read the Event Publication
Watch the Event Recordings
DC 2.0: Setting the stage for Innovation
For some time, the industry has called for greater innovation in DC investing. The recent Mansion House speech and discussions on Collective DC could mark a pivotal moment for improvement.
David Hutchins, Head of Multi Asset Solutions at Alliance Bernstein, explored how AB is modernising portfolios, incorporating private markets, and updating ‘to and thru’ retirement investment structures.
Our panel festured Philip Smith from the £10bn TPT Master Trust and Jess Williams, who leads Phoenix’s CIS business, providing platforms for complex investments. DC experts, Lydia Fearn of LCP and Hugo Gravell of Barnett Waddingham set out what they are seeing with their diverse client-bases.
From Growth to Decumulation: Enhancing Investment Outcomes
The industry is innovating beyond simple passive investments and exploring opportunities beyond DGFs. In this panel we looked beyond the standard to modern enhancements in liquid building blocks which can make up 80%+ of member portfolios.
Philip Loehrhoff, Portfolio Manager at Berenberg, delved into how protected equity strategies can enhance risk/reward dynamics both during growth and decumulation phases.
Lucie Majstrova, Investment Director at Baillie Gifford considered how multi-asset income investments can ensure stable income in the decumulation stage while fostering income and capital growth.
Our expert panelists included Jo Sharples, CIO of Aon’s DC business, and Michael Robinson, Investment Proposition lead at Aegon UK
Sustainable Horizons: Strategies for Real-World Change
The evidence is compelling: Members are more inclined to engage with their pensions through sustainable investments that drive real-world change.
In this Panel, Annika Brouwer, sustanability specialist at Ninety One outlined the critical role that Emerging Markets play in the transition to renewable energy, presenting a pioneering strategy where public and private capital investments combine to effect change.
Talk is cheap; action brings change! Our distinguished panellists included Natalie Winterfrost of Law Debenture, investment leader Mark Thompson, and Hymans Robertson’s Head of DC, Alison Leslie. They led a fascinating debate including what we learned from the first wave of TCFD reporting, evaluation real impact in investment, the debate between engagement and divestment and much more.
