- 19 May 2015
- 08:30 - 10:00
- Austin Friars House, 2-6 Austin Friars EC2N 2HD
Click on the link to download the presentation -
Title: Allocating to Equities: Managing Downside Risk While Benefiting from Upside
Date: Tuesday 19th May 2015, 8.30–10.00 a.m
Venue: Austin Friars House, 2-6 Austin Friars, London EC2N 2HD
How can you make the most efficient use of your equity allocation?
Is there a way of managing downside risk while maintaining upside benefits?
Are there alternative methods of giving equity like returns?
You will struggle to find a pension fund that does not have at least some of its portfolio allocating to equity classes. High returns can make up a significant part of a scheme’s deficit repair plan. However, investors need to be aware of potential losses that can knock a scheme off of its funding flight plan. Luckily, a key benefit is there are large and liquid ways to access this asset class.
Redington CIO, Philip Rose, will expand on the below points in order to supplement your understanding of this asset class. Market timing, style premia, automated/judgement led processes, Risk Parity and allocating to DGFs are a few of the topics Philip will be touching on.
In this teach-in, Redington will cover:
- How Redington’s investment principles can help you in allocating to equities
- Tax implications of holding foreign equities
- How to protect against losses whilst not reducing expected return
- Other assets that can provide equity-like returns
- Case studies showing practical application
8.30 a.m. Registration and Refreshments
9.00 a.m. Presentation, Q+A
10.00 a.m. Close and Networking