Future Focused DC
As DC pools continue to grow, innovation in investment solutions, member engagement, and operational enhancements are becoming increasingly vital.
In our 3rd annual DC series, we tackled critical topics, including real assets and private markets for DC schemes, the role of DC in addressing the climate crisis, and the opportunities and challenges of decumulation as the workforce transitions from building savings to drawing on them in retirement.
We’re pleased to share the event recordings with our electronic magazine to follow very shortly. The content is brimming with thought-provoking insights and forward-thinking ideas for the DC space.
Read the Event Publication
Targeting NZ : Sustainable Real Assets
We were delighted to welcome Aviva Investors for the first event in our series.
Our group discussed key matters including:
- Dual Targets: Balancing healthy, diversified returns with Net Zero 2040 aspirations
- Role of private real assets: Understanding the importance for DC investors
- Climate considerations: Exploring the role of Real Estate, Infrastructure, and Nature-based solutions
- Operational Considerations: Insights on platform and operational efficiency
- LTAFs and other vehicles for bringing private markets to members
The Decumulation Dilemma
Our Series’ second event looked at the Decumulation Dilemma
Our lead sponsor, Berenberg set out how protected equities can allow members to remain exposed to expected return in a risk constrained manner in late stage accumulation and into decumulation
Our multi-disciplinary leadership group also covered key areas including :
- Flexibility of retirement solutions for members
- Keeping equity return on the table in a risk constrained manner
- The challenges of decumulation including variability in income requirements and path dependency
- Member education and understanding longevity risk
- Operational matters and the rise of CDC
How DC can tackle the Climate Crisis
In the final installment of the Future Focused DC we looked at how burgeoning DC asset pools can help tackle the climate crisis.
We welcomed Octopus Energy Generation who surveyed the landscape in the UK and beyond. They explored how renewables and diversifying assets in the electrification landscape can deliver attractive investment characteristics and help with net zero aspirations.
Our multi-disciplinary leadership group also covered key areas including :
- Diversification in assets beyond renewables
- The posssible impact of a new Trump presidency
- Regulatory and reporting challenges
- How to engage members using ESG and climate investment case studies
