Finance and Investment

Videos files of selected events and conferences relevant to Finance and Investment.

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Finance and Investment Conference 2021
The practitioner's guide to Climate Transition B&M Credit Buy & Maintain Credit covers challenges with and solutions for sustainability and climate data, resilient portfolio construction, and portfolio management. Data – the challenges in the usage of a variety of sustainability and climate data sources and metrics. For example, how to combine internal and external data, exclusion versus engagement, what metrics to focus on for E, S or G, and in relation to climate; carbon intensity versus alignment and scope 1, 2 and 3 emissions Resilient portfolio construction – how to use quantitative techniques of solving multi-objective problems, with traditional investment as well as sustainability related measures versus insurance and pension cash flow objectives Portfolio management – the importance of qualitative expert input for portfolio management and cost effective buy and maintain implementation. The session will cover the practical application of climate change challenges into buy and maintain credit portfolios that aim to generate cash flow for investors such as pension funds and insurance companies and facilitating the funding of a more sustainable future. The speakers, both practitioners working in asset management, will use practical examples to bring the topic to life. Incorporating climate change in a diversified global equity portfolio This session will look at how to incorporate climate change into a diversified global equity portfolio. The talk will cover three broad areas: climate alignment in finance the investment opportunity for investors and how to construct a climate-aligned diversified global equity portfolio. Economic Scenario Generators and Public Policy Economic Scenario Generators are now widely used to inform public policy in areas ranging from collective DC pensions and lump sum personal injury awards to rates of return for policy illustrations. The underlying models are complex and disclosures sometimes poor. It may be difficult to judge the extent to which hidden model features affect recommendations. This report from the IFoA’s Extreme Events Working Party proposes disclosure standards to permit fair model comparisons. The results are illustrated with reference to several published models. How we say it changes if they’ll read it! How we say it changes if they’ll read it! Today, more than ever, we as actuaries need to hone our communication skills. This session will focus on how we can make investment related content more engaging to our readers, everyone from clients through to colleagues. We think this is really important and closely aligned with IFoA strategy and the tone set by Tan Suee Chieh who is quoted as saying: “We want to enable our members and the profession to thrive in the digital age, and in a future filled with both uncertainty and opportunity. We also want to ensure that the generations who come after us have the right range of skills and the growth mindset to succeed as the industrial landscapes we work in are re-drawn. The goal is to be recognised as actuaries and analytical problem solvers, not only in our core fields but across a wide range of domains, wherever our unique attributes can add value." This session will include presentations by two leading communications experts with a focus on investment content. Both of the experts bring a combination of a rigorous analytical approach to what makes for engaging writing, combining empirical evidence with compelling storytelling. Risk, the state's balance sheet, government as CRO, and me Government is both CEO and Chief Risk Officer (CRO). In the light of COVID, climate change, Grenfell Tower, Carillion and the GFC, how well does government carry out that role? How are the fiscal risks to the state’s balance sheet managed by government? In this webinar, we look at HM Treasury’s Balance Sheet Review and aim to answer the question; How are the state’s risks shared between public and private sector? Fixed income in the Anthropocene The session provides a practical approach to looking at climate change exposures in fixed income portfolios, from the inclusion of green bonds to the avoidance downside risks from stranded assets and fossil entities. It describes how the fixed income markets are central to the climate transition, and how investors are only in the starting blocks of a secular change to decarbonize portfolios. Developing and executing a climate risk strategy This webinar offers a snapshot of an example climate risk strategy setting out key work streams and activity steps for successful execution. It will also provide an overview of a climate risk strategy execution timeline – turning planning and theory into practical reality, and review the core components of a climate risk strategy such as how does net-zero, the Paris Agreement and “supporting the transition” all fit together? What does the future hold? The road to COP26 and steps for success.

Finance and Investment Conference 2021

The practitioner's guide to Climate Transition B&M Credit
Buy & Maintain Credit covers challenges with and solutions for sustainability and climate data, resilient portfolio construction, and portfolio management. Data – the challenges in the usage of a variety of sustainability and climate data sources and metrics. For example, how to combine internal and external data, exclusion versus engagement, what metrics to focus on for E, S or G, and in relation to climate; carbon intensity versus alignment and scope 1, 2 and 3 emissions Resilient portfolio construction – how to use quantitative techniques of solving multi-objective problems, with traditional investment as well as sustainability related measures versus insurance and pension cash flow objectives Portfolio management – the importance of qualitative expert input for portfolio management and cost effective buy and maintain implementation. The session will cover the practical application of climate change challenges into buy and maintain credit portfolios that aim to generate cash flow for investors such as pension funds and insurance companies and facilitating the funding of a more sustainable future. The speakers, both practitioners working in asset management, will use practical examples to bring the topic to life.

Incorporating climate change in a diversified global equity portfolio

This session will look at how to incorporate climate change into a diversified global equity portfolio. The talk will cover three broad areas:

climate alignment in finance
the investment opportunity for investors and
how to construct a climate-aligned diversified global equity portfolio.

Economic Scenario Generators and Public Policy
Economic Scenario Generators are now widely used to inform public policy in areas ranging from collective DC pensions and lump sum personal injury awards to rates of return for policy illustrations. The underlying models are complex and disclosures sometimes poor. It may be difficult to judge the extent to which hidden model features affect recommendations. This report from the IFoA’s Extreme Events Working Party proposes disclosure standards to permit fair model comparisons. The results are illustrated with reference to several published models.

How we say it changes if they’ll read it!
How we say it changes if they’ll read it! Today, more than ever, we as actuaries need to hone our communication skills. This session will focus on how we can make investment related content more engaging to our readers, everyone from clients through to colleagues. We think this is really important and closely aligned with IFoA strategy and the tone set by Tan Suee Chieh who is quoted as saying: “We want to enable our members and the profession to thrive in the digital age, and in a future filled with both uncertainty and opportunity. We also want to ensure that the generations who come after us have the right range of skills and the growth mindset to succeed as the industrial landscapes we work in are re-drawn. The goal is to be recognised as actuaries and analytical problem solvers, not only in our core fields but across a wide range of domains, wherever our unique attributes can add value." This session will include presentations by two leading communications experts with a focus on investment content. Both of the experts bring a combination of a rigorous analytical approach to what makes for engaging writing, combining empirical evidence with compelling storytelling.

Risk, the state's balance sheet, government as CRO, and me
Government is both CEO and Chief Risk Officer (CRO). In the light of COVID, climate change, Grenfell Tower, Carillion and the GFC, how well does government carry out that role? How are the fiscal risks to the state’s balance sheet managed by government? In this webinar, we look at HM Treasury’s Balance Sheet Review and aim to answer the question; How are the state’s risks shared between public and private sector?

Fixed income in the Anthropocene
The session provides a practical approach to looking at climate change exposures in fixed income portfolios, from the inclusion of green bonds to the avoidance downside risks from stranded assets and fossil entities. It describes how the fixed income markets are central to the climate transition, and how investors are only in the starting blocks of a secular change to decarbonize portfolios.

Developing and executing a climate risk strategy
This webinar offers a snapshot of an example climate risk strategy setting out key work streams and activity steps for successful execution. It will also provide an overview of a climate risk strategy execution timeline – turning planning and theory into practical reality, and review the core components of a climate risk strategy such as how does net-zero, the Paris Agreement and “supporting the transition” all fit together? What does the future hold? The road to COP26 and steps for success.

2021
Disinvestment or engagement? Chaired by Lucy Saye, join a panel of life insurance asset owners and asset managers as we discuss the merits of disinvestment and engagement when considering the integration of ESG in investment decision making. We will consider the practical application as well as the implication of regulatory regimes.
Overcoming a lack of resilience in income drawdown products Income drawdown products offer an investment strategy to generate an income in retirement. However, for those needing to decumulate their capital to provide a sufficient income in retirement, sequencing risk is high. This is the risk that poor returns are experienced when capital is highest (in the first part of the decumulation phase) and good returns when capital is lowest (in the last part). It is very difficult to recover from this risk, if it is realised. This means that income drawdown products are not very resilient for those needing to decumulate their capital. A simple way to reduce sequencing risk is to rely less on investment returns. This is achieved by pooling retirees' longevity risk. By doing so, retirees can achieve a higher expected income, paid for longer. They can do this and simultaneously take less investment risk. Dr Catherine Donnelly will present the basics of the structures for pooling longevity risks and summarise recent research results in this area. Future research will also be outlined. This is work under a research programme funded by the IFoA's Actuarial Research Centre, called 'Minimizing longevity and investment risk while optimising future pension plans'.
The role of stewardship in creating long term value What is stewardship and how has the landscape changed under the 2020 UK Stewardship Code? How does effective stewardship create long term value for beneficiaries? What roles do asset owners and asset managers play in active stewardship? A practical approach to stewardship reporting
Inside the Banking Boardroom – Opportunities for Actuaries In this webinar Louise Pryor, president elect and herself a bank NED will discuss and compare notes on “Inside the Banking Boardroom – Opportunities for Actuaries” with three fellow actuaries. All are successful NEDs within banks of various types – a traditional diversified banking Group in Ireland, a South African retail bank and a new kind of UK digital bank. Hear how our panellists found their way into banking, the issues their organisations face, what the actuarial profession can bring to a banking boardroom.

2021

Disinvestment or engagement?

Chaired by Lucy Saye, join a panel of life insurance asset owners and asset managers as we discuss the merits of disinvestment and engagement when considering the integration of ESG in investment decision making. We will consider the practical application as well as the implication of regulatory regimes.

Overcoming a lack of resilience in income drawdown products

Income drawdown products offer an investment strategy to generate an income in retirement. However, for those needing to decumulate their capital to provide a sufficient income in retirement, sequencing risk is high. This is the risk that poor returns are experienced when capital is highest (in the first part of the decumulation phase) and good returns when capital is lowest (in the last part). It is very difficult to recover from this risk, if it is realised. This means that income drawdown products are not very resilient for those needing to decumulate their capital. A simple way to reduce sequencing risk is to rely less on investment returns. This is achieved by pooling retirees' longevity risk. By doing so, retirees can achieve a higher expected income, paid for longer. They can do this and simultaneously take less investment risk. Dr Catherine Donnelly will present the basics of the structures for pooling longevity risks and summarise recent research results in this area. Future research will also be outlined. This is work under a research programme funded by the IFoA's Actuarial Research Centre, called 'Minimizing longevity and investment risk while optimising future pension plans'.

The role of stewardship in creating long term value

What is stewardship and how has the landscape changed under the 2020 UK Stewardship Code? How does effective stewardship create long term value for beneficiaries? What roles do asset owners and asset managers play in active stewardship? A practical approach to stewardship reporting

Inside the Banking Boardroom – Opportunities for Actuaries

In this webinar Louise Pryor, president elect and herself a bank NED will discuss and compare notes on “Inside the Banking Boardroom – Opportunities for Actuaries” with three fellow actuaries. All are successful NEDs within banks of various types – a traditional diversified banking Group in Ireland, a South African retail bank and a new kind of UK digital bank. Hear how our panellists found their way into banking, the issues their organisations face, what the actuarial profession can bring to a banking boardroom.

2020
Data Science in Banking - Opportunities and Risks In this webinar, the speakers discussed developments in various geographic areas and considered ethical issues in data science. Chair: John Taylor, Immediate Past President. Speakers: Mahidhara Davangere, Pramartha; Phillip Darke; Rendani Mbuvha, University of the Wirwatersrand; Crawford Taylor, Nude Finance
Disrupting the investment management industry using AI This webinar discussed challenges and the future of AI in the investment sector. Speakers Daniel Philps, CFA PhD, Head of Rothko Investment Strategies, and Raj Shah FIA, Assistant Portfolio Manager at Rothko Investment Strategies, looked at: -The difference between applying AI versus traditional quant investing -Where in the investment process AI can be used -How do we overcome inconsistencies in data via intelligent cross validation and error correction -Intelligent trading (reinforcement learning) and extracting alpha -What is the next generation of artificial intelligence and how do we look deeper into continual learning.
NED webinar: How to be a responsible investor - Stewardship at all levels From 9 September 2020 In the post-COVID-19 world, shareholders are only one of the important stakeholders to look after, and by no means the most important. The way companies treat their customers and workers during this time of crisis and their decisions on executive pay and dividend policy, are likely to have significant implications for their businesses for years to come. This webinar looked at how Non-Executive Directors have adapted to the new environment in a post-COVID-19 world and looks at what lessons there are to learn from the experiences seen so far, ensuring sustainable investment and engaging with companies.
Panel Discussion: How banks are responding to the Covide-19 pandemic Because of Covid-19, forecasters predict a severe recession in 2020, followed by a V or U-shaped recovery. This impacts both individuals and companies. However, compared to previous recessions, the impact on banks of higher credit losses should be mitigated to some extent by government actions.
Is banking so different to insurance? Comparing an ICAAP with an ORSA This webinar provided an insight into enterprise-wide risk management in banking, showing similarities to the world of insurance as well as identifying differences. Iain Allan talked about the contents of a typical ICAAP and Fred Vosvenieks talked about the contents of a typical ORSA. Dick Rae then asked the speakers to identify similarities and differences between the two.
Finance and Investment Conference 2020 From 5 May To read the full synopsis of each webinar please visit the Finance and Investment Conference 2020 webinar series page and select the 'Programme' tab A Career in Finance and Investment Consultant speaker: Natalie Lightfoot, Principal Consultant, Oliver James and Associates with panel speakers: Mike Eakins, CIO, ReAssure Asset Management and Frank Turley, Group Treasurer, L&G Climate Change Preparedness Speaker: Stefan Lundbergh, Cardano Exclusions vs. Engagement Speaker: Adam Ruddle, Senior Investment Manager, LV= ESG and climate change readiness – Putting it into practice Speakers: Ross Evans, Hymans and Emily Penn, LV= Resilient portfolio construction Speakers: Martijn de Vree, Wai Lee and Hannah Skeates - Wells Fargo Deep dive into liquidity risk management–developing a robust framework Speakers: Sam Tufts and Ryan Allison, EY Tackling climate change risk, one scenario at a time Speaker: Jonathan Cross, Mercer Sustainable private equity investment, an insurer’s free lunch? Speakers: Punil Chaubal and Daniel Banks, River and Mercantile Solutions Implementing ESG principles within Real Asset Investment Decisions Speakers: Munawer Shafi and Stanley Kwong, Aviva Investors Challenges of Including Illiquid Assets in DC Pension Funds Speakers: Shalin Bhagwan, John Forbes, Imran Razvi, Rene Poisson, Jenny Doyle, Michelle Darracott, Emma Douglas Incorporating Climate Change in Analytical Tools Speakers: Miroslav Petkov, Accenture Risk ESG forays into fixed income Speakers: Akshay Dua, Mercer
Webinar: Emerging Technologies: The Future of Social Impact Investing In this webinar, Aunnie Patton Power will discuss the emerging trend of using artificial intelligence, distributed ledger technology, remote sensing and cell phone based survey in the collection of social impact data and how this is transforming social impact deals and funds. The webinar will aim to look at how will the technological advances Aunnie is talking about scale the reach of social impact initiatives and investments, what is distinctive about the role of data in social impact, and whether this could be a growth area for actuarial employment/skills.
Webinar: Investing in Private Credit – An Investment Manager’s Perspective A recording of this webinar is available for our members to purchase. If you are not a member please contact vle.admin@actuaries.org.uk to process your order.
Webinar: Introduction to ESG
Webinar: Social Impact Investment
Webinar: Joining the Dots - how complete is your picture?

2019
Webinar: ESG: The insurance industry’s opportunity to change the world (Length: 00.59.28)
Webinar: Career Opportunities for Actuaries in Banking (Length: 01.00.54)
Webinar: Opportunities for Actuaries in Banking (Length: 00.59.05)
Value For Money (VFM) Assessment in Asset Management webinar - Brandon Horwitz, NomBon Consulting (Length 01:00:04)

2017
Risk, Investment, Pensions Conference 2017 5-7 June 2017 Plenary 2: The Professional Toolkit: A Simple Approach to Managing and Assessing Culture in the Workplace (Length 01:03:45) Pensions session: Workshop A1: Making tax on retirement savings fair and efficient (Length 00:49:08) Pensions session: Workshop B1: Is Selling Gilts for Buy-in the Best Way of Securing Pension Promises? (Length 00:46:13) Pensions session: Workshop C2: Running off Mature Schemes (00:42:38) Risk and Pensions Plenary 5: If DB Pensions Didn’t Exist, Would We Invent Them? (00:58:41) Finance and Investment Sessions: Workshop D5: QE and the Inflation Dogma; Does it Work and Does it Make Sense? (Length 00:48:31) Pensions Sessions: Workshop E2: Fiduciary Duty - The Past, the Present, the Future (Length 00:43:02) Finance and Investment and Pensions Plenary 6: Intergenerational Fairness (Length 00:59:38) Plenary 7: Future for Actuaries? (00:54:29)

2017

Risk, Investment, Pensions Conference 2017
5-7 June 2017

Plenary 2: The Professional Toolkit: A Simple Approach to Managing and Assessing Culture in the Workplace
(Length 01:03:45)
Pensions session: Workshop A1: Making tax on retirement savings fair and efficient
(Length 00:49:08)
Pensions session: Workshop B1: Is Selling Gilts for Buy-in the Best Way of Securing Pension Promises?
(Length 00:46:13)
Pensions session: Workshop C2: Running off Mature Schemes
(00:42:38)
Risk and Pensions Plenary 5: If DB Pensions Didn’t Exist, Would We Invent Them?
(00:58:41)
Finance and Investment Sessions: Workshop D5: QE and the Inflation Dogma; Does it Work and Does it Make Sense?
(Length 00:48:31)
Pensions Sessions: Workshop E2: Fiduciary Duty - The Past, the Present, the Future
(Length 00:43:02)
Finance and Investment and Pensions Plenary 6: Intergenerational Fairness
(Length 00:59:38)
Plenary 7: Future for Actuaries?
(00:54:29)

2016
Momentum 2016 30 November - 2 December 2016 Plenary 1: Why networking is important for your career and the skills to succeed Plenary 2 Lightning talks (hot topics in 60 minutes) Plenary 3: Winners curse - Game theory and insurance pricing Plenary 4: Panel discussion on Brexit

2016

Momentum 2016
30 November - 2 December 2016

Plenary 1: Why networking is important for your career and the skills to succeed
Plenary 2 Lightning talks (hot topics in 60 minutes)
Plenary 3: Winners curse - Game theory and insurance pricing
Plenary 4: Panel discussion on Brexit

2015
The benefits and challenges for insurers considering non-traditional investments
Sustainable growth in the 21st century
Actuaries of the future 2015
Sustainability and the Financial System
Risk and Investment Conference 2015
Pensions Conference 2015
Momentum Conference 2015 2-4 December 2015, video Videos available are: Plenary 1: We Need to Talk about Sustainability - How are Actuaries going to Face Climate Change and Other 21st Century Issues Speakers: Nico Aspinall, Towers Watson and Louise Pryor Plenary 2: Behavioural Finance and Retirement Decision Making Speaker: Iain Clacher, Leeds University Business School Plenary 3: Expert Judgement Speakers: Kieran Barnes, Bank of England and Stephen Makin, Hymans Robertson Plenary 4: A Career as a Chief Investment Officer - Could You Have What it Takes? Speakers: Jan Coetzee, Swiss Re; Alasdair MacDonald, Towers Watson and Ian McKinlay, Lloyds Banking Group
GIRO 2015 Plenary Videos 20-23 October 2015 Sessions available: Plenary 1: Insurance in a Changed World Plenary 2: Who Profits? Delivering an Ethical Return Plenary 3: Alleviating Reserving Stress Plenary 5: Modelling: The Next Generation Plenary 6: Tomorrow's World: Customer, Investor or Risk? Plenary 7: Keynote Speaker - Professor John Kay CBE Plenary 8: Professional Skills - Members Behaving Badly?

2014
The Implications of the Scottish Independence Referendum for Financial Services

2013
Risk and Investment Conference 2013
Momentumn Conference 2013
Spring Lecture 2013
Pensions Investment in Infrastructure
A Presentation on Central Clearing
Autumn Lecture 2013

2012
Momentum Conference 2012

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