BMO Trustee Training Programme 2021: Session 3

Presented by

Zahra Sachak

About this talk

Session 3: LDI in practice - • Practical implementation of LDI (00:5:30) Here we will provide a recap of key points from sessions 1 and 2 with a particular focus on how different hedging instruments work. We will demonstrate these concepts through the use of case studies and practical examples. • Combining LDI with growth (00:53:40) Learn how to combine hedging and derivative based growth asset exposure to maximise capital efficiency. • ESG integration, a panel discussion (1:39:00) Considering environmental, social and governance factors are an essential part of any investment process. We discuss why, and how these factors can be incorporated into all investment strategies. o ESG in fixed income and LDI o ESG in equities o Pensions and ESG regulation

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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.