• The big issues: demography, market turmoil, investment governance, globalization
• DB vs DC from an investment perspective
• Credit crunch' and contagion from global imbalances and over-complexity
 

• How can Nordic pension funds ensure that their portfolios are waterproof
• Does increased portfolio diversification and an increased focus on alternative asset classes provide the answers?
• What strategies have performed well and where do  future opportunities lie
 

• Opportunities and risks of diversification
• Assessing strategies for diversification
• What are institutional investors’ expectations and are they being met?
 

•  Exchange Traded Funds - how they work
• Overview about the global Exchange Traded Funds market
• How to use Exchange Traded Funds
• Performance improvement with Exchange Traded Funds
• Advantages of Swap based Exchange traded Funds

• How does the scheme work what are the benefits
• Understanding how the scheme provides a win-win situation – saving money and improving the quality of life
• Looking to the future what are the implications of the scheme

• Understanding mortality risk and how to include it in your investment strategy
• The changing demography of the Nordic region; how are pension funds being affected
• Asset prices, economics and longevity where are the challenges, what are the solutions
 

• Moving from liability investing to risk based investment what are the implications
• Progressing from Solvency 1.5 to Solvency II – where are the challenges
• Traffic light systems measuring the risk in stress scenarios
• Maintaining solvency in a Solvency II framework
 

• Which asset class provides the best match for institutional investors’ liabilities?
• Infrastructure – a really effective tool in your portfolio?
• How do you can access and  integrate private equity into your portfolio
• Accessing real-estate: the pros and cons
 

• Providing a qualitative framework allowing pension to assess asset classes according to their real risks
• All asset classes being a means to cover liabilities
• Increasing equity exposure and hedge fund investment to improve returns and diversify further
 

• Pension fund expectations
• Matching expectation with market realities
• Which asset classes offer the best way of matching expectations with market reality
 

• Why is there a need for 130/30 funds and what are they setting out to achieve
• How will they achieve increased return without increasing risk
• What tools and strategies are available to help mitigate shorting risks?
 

• Rationale of alpha/beta separation
• Setting up the risk budget
• Organisational requirements and the governance budget
 

• Pro-active use of shareholder rights across the World
• What is pro-active portfolio monitoring
• Industry standards and legal duties
• Asset management and legal opportunism
 

• The benefit of volatility
• Alpha opportunities in fixed income and credit markets
• Applying equity quant strategies in corporate credit
   

• Identifying a successful management selection process
• Matching managers with selection criteria
• Tools for monitoring of existing managers – when is change needed
 

• Incorporating ESG issues into investment analysis and decision-making processes
• Providing a collaborative framework for institution investors to work together
• Evaluating the progress is PRI making a difference?
 

• Benefits from sustainable investments
• Challenges for institutional investors
• Pros and cons of different strategies
 

• Understanding constraints of emerging markets
• Managing the issue of transparency and the lack of information
• Tailoring research methodologies and company dialogue
 

• Experiences of sourcing SRI compliant hedge fund solution of institutional quality; findings regarding available hedge fund solutions for SRI investors.
• Challenges in creating an SRI compliant hedge fund portfolio; combined challenge of strict SRI Policy, sourcing leading hedge funds and composing balanced exposure meeting investment objectives.
• Implications of SRI Policy on hedge fund strategies and managers; classifications of strategies from an SRI point of view, trading/universe/monitoring of managers.
• Response from hedge fund industry; what seem to be drivers for hedge funds to embrace SRI practices, our expectation for SRI acceptance within the hedge fund industry .
 

• The importance of the key driver
• An analyse of the financial implication of an exclusion strategy
• The challenges facing responsible investments

• ESG adding value to portfolio performance
• Developing a formal policy on responsible investment providing transparency
• Incorporating ESG into your investment strategy in order to protect your corporate image
 

Workshop chairman: Andreas Knoerzer, Managing Director and
Head of Sustainable Investments, Bank Sarasin & Cie AG
 

• Understanding the different rationale to Sustainable, Responsible and ethical Investing
• How can it work for you?
 

• Why and how can SRI be implemented?
• Understanding the risks and taking advantage of the opportunities
• Do the benefits of successful implementation outweigh the negatives?
 

• Climate change – a genuine concern for investors?
• Risk and opportunities the investors perspective
• China – A viable investment opportunity?
 

• Implications for an institutional portfolio
• Risks and opportunities along the value chain
• Investable solutions in different asset classes
 

• The link between RI and emerging market investments
• Case study: IFC project and ESG practices of fund manager’s based in India, China, South Korea and Brazil 
• Obstacles to investing responsibly in emerging markets and action points for asset owners
 

• Ingredients of a successful engagement process
• Case study