WEBINAR:

Endgame OCIO – Delivering your portfolio efficiently

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For pension fund trustees and their investment consultants only. Not to be distributed to pension scheme members. Capital at risk.

In partnership with:

In our latest webinar in partnership with Legal & General, we will be focusing on how Schemes can implement their portfolios effectively - be that using their manager to provide implementation services, OCIO or full fiduciary management, with a panel of both LGIM and external industry experts.

In particular, our panel of both LGIM and external industry experts will focus on:

The implications of the new DB funding code as schemes approach their endgame
Different governance models, the history of OCIO and how it continues to evolve in today’s DB landscape
How LGIM can deliver for clients, including offering a wide range of implementation services and OCIO and FM Solutions

We look forward to welcoming you to the webinar for what promises to be an informative and engaging discussion.

Presenters

Jonathan Stapleton

Editor, Professional Pensions

Jonathan is editor of Professional Pensions and has been reporting on UK occupational pensions since 2001. He has won a number of awards during his career, most recently the SPP Trade Journalist of the Year Award in 2019. He is also holder of the PMI's Retirement Provision Certificate.

Lisa Purdy

Head of DB Solutions Distribution, LGIM

Lisa is responsible for working with clients and consultants to develop solutions for their defined benefit pension schemes. Previously, Lisa worked at Lloyds Bank, where she was Corporate Pensions Director responsible for distributing pension services to commercial customers. Before this Lisa, was a principal investment consultant and led on business development for UK investment advisory at Aon Hewitt. She has almost 20 years’ experience in pensions, including time in Aon’s US fiduciary business in Chicago. In all her roles she has focused on understanding her clients and providing innovative, bespoke solutions for them. Lisa is a qualified actuary, holds a Master’s in Actuarial Science from Imperial College and a degree in Economics from Bristol University.

Anne-Marie Morris

Head of DB Solutions Strategy, LGIM

Anne-Marie leads the team responsible for the strategy of objective-driven investment solutions, principally for Defined Benefit Pension Scheme clients. In partnership with the Solutions Portfolio Management team, her team structures and delivers strategies across LGIM’s derivative overlay, LDI and CDI strategies including Buy and Maintain credit. Anne-Marie joined LGIM in 2012, bringing industry experience from prior roles including investment strategy at BlackRock and senior fund manager in structured investments and solutions at Close Brothers Asset Management. Anne-Marie is a CFA charterholder, holds the Financial Derivatives paper from the CISI diploma and graduated from Cambridge University with a first class honours degree in Natural Sciences (theoretical physics).

Nick Lewis

Nick Lewis, Managing Director, Redington

Nick leads Redington’s advice regarding investment governance as well as reviewing and overseeing OCIOs, Fiduciary Managers, Master Trusts and DFMs. He specialises in helping large institutional investors with bespoke investment governance arrangements. Some of his clients include: Airways Pension Scheme (BA), BAE Systems, Centrica and EE

Tim Dougall

Head of Delegated Solutions, LGIM

Tim is Head of Delegated Solutions at LGIM, responsible for providing holistic portfolio management services to a range of institutional investors. He works with clients across a broad spectrum of investment issues - governance, strategy, portfolio construction and implementation. Tim joined LGIM in 2015 from Towers Watson, where he was Head of Investment Strategy for the UK Delegated Investment Services business, and a member of the Portfolio Construction Group. He worked at Towers Watson (formerly Watson Wyatt) for 11 years delivering advice and solutions to a range of pension funds and other institutional investors. Tim is a fellow of the Institute of Actuaries and graduated from Oxford University in 2002 with a Master’s degree in physics.

Key Risks

The value of an investment and any income taken from it is not guaranteed and can go down as well as up, you may not get back the amount you originally invested.

Legal & General Investment Management Limited. Registered in England and Wales No. 02091894. Registered Office: One Coleman Street, London, EC2R 5AA. Authorised and regulated by the Financial Conduct Authority, No. 119272. View our terms and conditions.

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