BMO Trustee Training Session 2

Presented by

Zahra Sachak, Nicola Thorpe, Simon Bentley, Jon Smith

About this talk

Session 2: Understanding liability driven investment 1) An introduction to LDI: 30mins (00:06:08) We explore how to manage unrewarded liability risks, whilst continuing to generate returns in order to reduce any funding deficit. 2) LDI in practice: 40mins (00:50:17) We look under the bonnet of a typical LDI portfolio and consider topics such as portfolio construction, leverage rebalancing and counterparty risk. 3) Planning for the end game: 40mins (1:40:13) No two pension schemes are alike. Some may be well-funded on the path to buy-out, others may be seeking excess returns in line with a long-term recovery plan. The final session of the afternoon brings it all together as we explore the key principles of journey planning for defined benefit pension schemes.

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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.