Join us as we explore the mega trends shaping the future of the retirement industry and discuss how plans can best prepare themselves for the road ahead.
Hani Kablawi, Chairman of International at BNY Mellon, Richard J Tomlinson, Chief Investment Officer at LPPI, and Andrew Parry, Head of Sustainable Investment at Newton Investment Management, alongside IPE’s Brendan Maton, will explore the evolution of the following themes:
· CONSOLIDATION: Consolidation continues at pace across Europe and will result in fewer, larger entities with more complex and bespoke needs. How can plans meet new demands around data management, investment oversight and reporting?
· ESG INVESTING: As retirement plans integrate ESG more deeply into their investment strategies, how is the industry overcoming challenges related to insufficient and incomparable data?
· RISE OF THE INDIVIDUAL INVESTOR: With DC assets set to grow significantly and individuals increasingly responsible for making investment decisions themselves, what steps can plans take to adapt to the new reality?
Speakers:
- Hani Kablawi, Chairman of International, BNY Mellon
- Richard J Tomlinson, Chief Investment Officer at LPPI
- Andrew Parry, Head of Sustainable Investment at Newton Investment Management
Moderator:
- Brendan Matson, IPE