Aligning the valuation, cashflow, and investment strategy

Aligning the valuation, cashflow, and investment strategy

Stage A
Panel session
Monitoring and EvaluationRisk and ReturnTriennial ValuationLiquidity ChallengesAsset AllocationCashflow ChallengesCase Studies

Information

Panel discussion providing insights into the upcoming triennial valuation in 2025, including considerations for high funding levels, contribution rate pressures, liquidity challenges, and implications for investment strategy.

Considering the relationship between funding levels, investment risk, and long-term investment objectives, exploring different approaches to asset allocation and risk management.

Examining the impact of upcoming valuations and cashflow challenges on LGPS investment strategies, with insights from a fund that have addressed similar issues.

Barnett WaddinghamBarnett Waddingham are proud to be a leading independent UK professional services consultancy at the forefront of risk, pensions, investment and insurance. With a team of more than 1,500 people in nine offices, we work to deliver on our values and our promise, ensuring the highest levels of trust, integrity and quality. We act as a trusted partner for a wide range of clients in both the private and public sectors – this includes almost 25% of FTSE 100 and over 15% of FTSE 350 companies. We are free from any external stakeholders, allowing us to take a long-term view with all our clients and giving us the freedom to bring fresh ideas to the table, unobstructed.

Documents & Links

Download the slides from the session here - Phil Triggs
Download the slides from the session here - Euan Miller
Download the slides from the session here - Barry McKay
AI Summary Slides - Aligning the valuation, cashflow, and investment strategySee bullet point and paragraph summaries of what was discussed during this session.