As the threats to globalisation increase, it has never been more pertinent for investors to allocate their money to adaptable businesses offering long-term sustainable returns. Identifying future winners has always been tricky, however, we believe combining a top-down framework with a bottom-up stock picking approach that really considers all aspects of investment opportunities can help construct portfolios best positioned for a changing future.

Join Mike Fox, Head of Equities at Royal London Asset Management where he will discuss:

• Key trends that he believes are here to stay for years to come 
• How to construct portfolios that he believes will help investors be on the right side of change 
• The importance of long-term investments when navigating through volatility
  

During the session George will be delving into current market trends and sentiments within the active passive market, the data driving them and the misrepresentations often made. George’s presentation will demonstrate how the science is clear that both philosophies add value at different times and that the use of a robust, rules-based and data-driven investment process is key to identify when, and benefitting from both worlds. 

• How to properly assess active fund outperformance rates
• How people and poor discipline drive poor performance
• How to properly monitor and select active funds over time

Active ETFs are rapidly gaining traction, blurring the lines between traditional active management and the efficiency of the ETF structure. This session will delve into the dynamic world of active ETFs, exploring their benefits, challenges, and potential to reshape the investment landscape.

• Exploring the diverse range of active ETF strategies available - including fundamental, quantitative, thematic, and ESG-focused approaches – and the factors driving their performance.
• Understanding the crucial role of the portfolio manager in active ETFs. How their investment philosophy, decision-making process, and expertise adds value in different market environments.
• Examining the growth trajectory of active ETFs and their potential to disrupt the asset management industry.
  

A quickfire focus on new funds, themes and sectors - why they were launched, what makes them stand out, their investment teams, key parts of the sustainable investment process, key positions at launch, engagement approach, and how they fit in investors' broader sustainable portfolios.

This session will delve into the key challenges and opportunities facing DB schemes, offering expert insights and practical strategies for ensuring their long-term sustainability and meeting the needs of beneficiaries.

• Discussing asset allocation strategies, the role of alternative investments, and the growing importance of ESG considerations in DB portfolios.
• Exploring various de-risking options, including liability-driven investment (LDI), buy-ins, and buyouts. We'll discuss the factors to consider when choosing the right endgame strategy for a scheme.
• Examining how technology can improve efficiency, enhance risk management, and improve communication with members. We'll discuss the potential of AI, machine learning, and data analytics in DB pension management.
  

• Identifying the potential benefits of incorporating private market allocations in DC schemes, including diversification, enhanced return potential, and long-term growth prospects.
• Developing a well-defined investment strategy with clear objectives, risk parameters, and target allocations for different private market asset classes.
• Addressing the practical challenges of implementing private market investments in a DC context – vehicle selection, liquidity management, valuation and reporting.
• Importance of thorough due diligence when selecting private market managers. Key factors to consider, such as track record, investment process, risk management, ESG integration, and alignment of interests.
  

The UK government's Mansion House Reforms aim to unlock the potential of the UK's financial services sector and boost investment in the economy. This session will delve into the key elements of these reforms, examining the government's push for pension funds to allocate more capital to productive investments. We'll discuss the potential impact on scheme funding, investment strategies, and member outcomes. We'll also address the challenges of managing illiquidity and ensuring appropriate governance.

This session will delve into the changing landscape of trustee fiduciary duties, exploring the key challenges and opportunities facing trustees in the years to come. We examine how the concept of fiduciary duty is being redefined in the context of modern investment challenges, including ESG considerations, climate risk, and technological disruption. We'll discuss the growing emphasis on stakeholder interests and the need for trustees to balance competing priorities.

 Join our panel of leading fund selectors as they share their insights on navigating the evolving fund selection landscape, from emerging technologies and data analytics, to shifting investor preferences, the rise of alternative investments, and a deeper understanding of ESG factors. 

• How are fund selectors uncovering hidden gems and generating returns in the face of uncertainty?
• With traditional asset classes facing headwinds, how are fund selectors incorporating private markets, real estate, and other alternatives into their portfolios?
• Explore how they are integrating ESG considerations into their fund selection process and measuring the impact of sustainable investing.
• How they are leveraging technology to enhance their research, portfolio construction, and risk management • What are the key trends and potential disruptors that fund selectors are watching?

Thematic funds have exploded in popularity, offering investors targeted exposure to powerful long-term trends reshaping the world. This session will delve into the world of thematic investing, providing a framework for understanding, evaluating, and strategically utilising thematic funds in a diversified portfolio. Strategies for incorporating thematic funds into a diversified portfolio. We'll discuss asset allocation considerations, risk management techniques, and the importance of aligning thematic investments with individual investment goals and time horizons.