Event Details

When:

26/10/2016 at 7.30am for 8.00am - 9.00am

Where:

Chartered Accountants House, Pearse Street,Dublin 2

Cost:

Pension Scheme Representatives: Free of Charge

Sponsored By

 
Mesirow Financial Currency Management

Introduction

Managing Foreign Currency Risk in a Global Portfolio  

What are the considerations for pensions funds and their trustee's?
Holding a foreign investment implies an intrinsic exposure to the foreign currency in which your investment is based. This can have a material impact on the value of your portfolio. The value of the GBP after Brexit is a classic example of the risks undertaken. With GBP falling more than 10% against the EUR, the currency effect caused a significant decline in the value of any UK investments held by EUR based investors. What factors do we need to consider given these risks and how does the current Economic environment influence this?

What are the options available for managing this risk?
How can you manage currency risk. From Active to Passive, we look at the common strategies investors employ and the reasons they have for selecting them.

Impact of the changing regulatory environment
How will regulatory reforms change the way that currency risk is typically managed for the end client?

Who should attend this event?
This event is open only to Trustees allowing them to openly share their own views, experiences and concerns. 

CPD
This Seminar has been allocated 1 hour by the IAPF for on-going trustee training requirements. We have received 1 CPD from the IIPM and from the the LIA and the IOB under Category 2 – Pensions. (LIA Ref: LIA-O-12396). We have also applied to the FPSB for 1 CPD hour.


Presentations

Timetable


7.45am Registration, Breakfast Buffet

8.00am Introduction
Colm Fortune, Microsoft and IAPF Council Member

  Managing Foreign Currency Risk in a Global Portfolio
Marcus Fernandes, Perreard Partners Investment SA

  Audience Q&A

9.15am Ends

Speakers

Marcus Fernandes
Perreard Partners Investment SA
Colm Fortune
Microsoft Ireland

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