BMO Trustee Training Session 1

Presented by

Steven Bell, Simon Bentley, Nicola Thorpe, Zahra Sachak

About this talk

Introduction to macroeconomics and asset classes in relation to DB pension schemes 1) Macroeconomics basics: 40mins (00:10:29) Understand the current economic environment against the backdrop of COVID-19 and beyond. In this session, we provide a high-level introduction to (amongst other things): • Inflation: causes, measurement. • Economic policy: fiscal and monetary. • Energy transformation: guide to the issues. 2) Fixed income, growth and alternative assets: 40mins (1:00:02) Here we cover the characteristics of mainstream and alternative asset classes that currently feature in UK pension scheme portfolios, and the importance of Environmental Social and Governance (ESG) considerations. 3) Why is it all relevant to DB pension schemes? 30mins (1:50:16) We bring it all together in the context of a DB pension scheme portfolio. How do we value pension scheme liabilities and why is investing for a defined benefit scheme different to any other investment strategy?

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BMO Global Asset Management (EMEA) is part of Columbia Threadneedle Investments, a leading global asset management group. Together, we manage over $725 billion in assets, with offices in 18 countries, allowing us to provide on the ground investment expertise and be close to our clients. A global team brings together diverse expertise with investment professionals sharing global perspectives across asset classes and markets. Behind every investment is intense research powered by a team of analysts dedicated to finding original, actionable insights. Being responsible about investment lies at the core of everything we do - Responsible Investment (RI) principles and proprietary tools are used to provide a robust RI framework and better analysis for the benefit of clients. We have a responsibility not just to invest in a more sustainable future, but also to use our influence to drive positive change. It’s our belief that ESG principles enhance and improve both investment returns and real-world outcomes.