Rethinking Credit Investment in the Endgame Era
June 23, 2025 - 2:00 pmThe defining topic in DB investment consulting today is the Endgame.
Improved funding levels and recent Pensions Bill developments have created new opportunities to enhance investment strategies.
Flexibility is now essential – as is expanding the opportunity set and diversifying risk drivers.
At this event, we’re joined by expert investors from leading global credit manager Loomis Sayles: Pramila Agrawal, Head of Custom Income Strategies, and Justin Teman, Head of Institutional Advisory. They’ll share how they’ve navigated this year’s volatile bond markets, and explain how their innovative Buy and Refresh strategy offers UK clients greater flexibility in credit positioning.
We’re also pleased to welcome two elite investment consultants: Pallavi Aston, Partner at Barnett Waddingham, and Barry Jones, CIO at Isio.
They’ll discuss the key themes they’re exploring with clients – from governance and surplus sharing to building more efficient endgame portfolios.
This promises to be a varied and valuable debate. We hope you can join us.