Redesigning DC portfolios to improve member outcomes
Redesigning DC portfolios to improve member outcomes
Academy training by Berenberg
The conversation around retirement financial security has shifted from industry and policy circles to the mainstream, amid challenges like changing demographics and regulatory shifts.
The UK's Defined Contribution (DC) pension market is at a critical juncture and often adopts low-cost strategies that may not adequately address members' needs, particularly in later stages of life.
Berenberg's introduction of the Protected Equities Strategy in 2022 aims to play a part in tackling these challenges and improve investment outcomes from pre-retirement to post-retirement phases. Please join Philipp Löhrhoff and Leonardo González and as they explore the role that this strategy can play in DC portfolios.
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Fees
Free for members
£45 (+VAT) for Non-Members -
1 Hour
of CPD -
2
speakers -
Online
Zoom
Event Details
THE BASICS
- Understanding the particular challenges of the later stages of the lifecycle
- Overview of the role of protection in an equity portfolio
- How maintaining equity exposure without increasing risks benefits members to and through retirement
- Executives and decision makers from DC schemes of all sizes
- Trustees
- Pensions Managers
- Administrators
- Heads of Investment
- Heads of Pensions
- Investment Consultants
- Anyone with a general interest in defined contribution pensions
Philipp Löhrhoff joined Berenberg in 2021 and is a portfolio manager in the Multi Asset team. In his previous roles he worked closely with institutional investors to structure, develop and place bespoke hedging and investment solutions. He is an expert for quantitative investment strategies as well as cross asset solutions with a particular focus on equity and fixed income. He spent several years at Goldman Sachs, BNP Paribas and Natixis in London. Philipp holds a Master‘s degree in Finance and Economics and a Bachelor’s degree in Econometrics and Mathematical Economics from the London School of Economics and Political Science (LSE).
