Fiduciary Management – helping Pension schemes succeed
Fiduciary Management – helping Pension schemes succeed
PMI ACADEMY TRAINING SESSION BY BLACKROCK
The goal of DB pension scheme portfolios is to achieve full funding levels to match their liabilities, set out by trustees. In this uncertain volatile world, understanding the benefits of a fiduciary management governance structure is key in managing changing investment conditions. Through this session, Lara Edmonstone-West, Director of UK OCIO Business and Bhavik Patel, Managing Director & Portfolio Manager, Multi-Asset Strategies & Solutions, will discuss what tools and frameworks a Fiduciary Manager needs to succeed in delivering client objectives and managing risk appropriately.
You will gain an understanding of how these tools are put into practice with real-life case study examples and insight into what investors can look for in certain asset classes and where we believe should be the future focus.
-
Fees
this is a members only webinar. -
2
speakers -
1 hour
of CPD -
Online
Zoom
Event Details
THE BASICS
By attending this training session, you will be able to:
- Understanding the Fiduciary Management governance structure
- Insight into what is needed for a Fiduciary Manager to be successful
- Bringing it to life – putting this to practice with case study examples
- Pension Scheme Managers
- Trustees
- Administrators
- Policy advisers
- Consultants
- Lawyers
- Corporate IFAs
- Investment managers
- Actuaries
- Communication professionals
Speakers
Hear from the experts
Lara Edmonstone-West is a Director within the UK OCIO Business at BlackRock and joined the Firm in 2021 and focuses both on leading client relationships and growing the UK OCIO business. Her clients range in size from £80m to over £20bn in size. Previously Lara was Head of Business Development at Kempen Capital Management, and has held senior roles at River & Mercantile as a Lead Consultant and Head of Business Development, and also KPMG where Lara led the regional Reading Investment Practice. In her career Lara has worked on a range of projects spanning setting up a new pension scheme, moving schemes to fiduciary management for the first time, transitioning schemes between fiduciary providers through to completing the journey to buy-out. Lara is a CFA and CAIA Charterholder, holds a PhD and MRes in Infectious Disease and a MSci in Chemistry all from Imperial College London.
Bhavik Patel is a portfolio manager in the Multi-Asset Core Portfolio Management team and is responsible for Multi-Asset Strategies & Solutions mandates. The Multi-Asset Strategies & Solutions (MASS) team is the investment group at the heart of BlackRock's portfolio construction, asset allocation, and active management ecosystem. MASS draws on the full toolkit of BlackRock's index, factor, and alpha-seeking investment capabilities to deliver precise investment outcomes and cutting-edge alpha insights. MASS constructs active asset allocation strategies and whole portfolio solutions across a wide spectrum of commingled funds, separate accounts, model portfolios, and outsourcing solutions in the wealth and institutional channels Bhavik leads on the management of portfolios for Outsourced CIO clients including pension schemes, charities, endowments and family offices, supporting the formulation of strategic, tactical and manager selection decisions for clients. Prior to joining BlackRock in 2012, Bhavik was a portfolio manager in the Multi Asset Solutions team at HSBC Global Asset Management. Bhavik earned a BSc degree in economics with first class honours from University College London and is a CFA charterholder.
