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Professional Trustee Forum: Slaying the Investment Costs Dragon with Transparency

Summary

Getting to grips with investment costs and legal risks is not straightforward, but it is an important Trustee duty. Assessing performance and value for money is impossible without understanding what you are paying.

Asset managers are poised to provide clients who ask for it with a wealth of new cost information using the IDWG templates. How will Trustees collect, understand, analyse and use that information to improve their fund’s performance?

Chris Sier (IDWG Chair and now adviser to the Cost Transparency Initiative) will demonstrate how ClearGlass can help. Head of UK Pensions Clifford Sims will provide an overview of legal investments risks and the regulatory direction of travel.

Please join us in our London office on the evening of 23 April for drinks, canapés and a little bit of dragon slaying!

Agenda:

5 p.m. – Registration
5:30 p.m. – Welcome
5:35 p.m. – Clifford Sims
5:45 p.m. – Chris Sier, ClearGlass
6 p.m. – Q&A Panel
6:30 p.m. – Drinks, Canapés and Demonstrations
7:30 p.m. - Event Close

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