Investing for the endgame - investment management for mature, well funded DB pension funds

As DB pension funds mature, their income requirements significantly increase. In this session we examine how the risk management requirements of Pension Schemes changes as they mature and get better funded. We will also consider the implications for asset allocation, portfolio construction and ongoing management. The role for illiquid assets and how to align this with risk transfer (bulk annuity) objectives are also discussed.

David Rae
Managing Director, Head of Strategic Client Solutions
Russell Investments

David Morton
Associate Director, UK Fiduciary Management
Russell Investments


Any opinion expressed is that of Russell Investments, is not a statement of fact, is subject to change and does not constitute investment advice.

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