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Finance & Investment Forum This year's Finance & Investment Forum will cover a number of topical investment issues, including a key note presentation from the NTMA on overcoming the challenges of the recent past and its future debt issuance strategy. The …

What questions might pension funds, insurance companies & investment advisors reasonably ask in an investment due diligence process? *** Online reservations have now reopened ***   Whether through legislation, regulation or common law, insurance …

Longevity Risk Management An overview of latest developments in longevity risk management, including - latest thinking in terms of life expectancy assumptions - innovations in assessing longevity risk - the market for de-risking solutions - latest …

In search of better investment products for confused customers Over 80% of the funds available to Irish policyholders, including virtually all Managed Funds, are now categorised as high or very high risk. John Lyons reflects on the difficulties in …

Diversified Growth Funds Diversified Growth Funds – most pension funds in Ireland have relied heavily on equities for their allocation to “growth” or “risk” assets.  Over reliance on the equity risk premium has cost many funds both in terms of poor return …

Communicating Investment Risk- a report from the SAI Working Party As the range of products and fund types increases at an exponential rate, consumers have struggled to keep up with the risks associated with the products being offered.  The financial …

Quantitative Easing - What is it, and What are the Implications for Actuaries Colm will discuss the economics of Quantitative Easing, along with how Quantitative Easing may impact Pension Funds and Insurance Companies. This will be followed by a …

Master Trusts – why and what next The presenter, Steve Charlton, will take a look at the rational for the emergence of Master Trusts in the UK; the regulatory framework that caused their ascendancy; and what the future might look like in the new …

The Bulk Annuity market and how UK insurers invest to meet their annuity promises This presentation will cover a quick history of the Bulk Annuity market before focusing on UK insurer’s investment strategies in a post Solvency II world. With some …

Are consumers being told the truth? – PRIIPs, ESMA and other impediments The presentation will examine a range of ways in which providers of investment, pensions and savings products inform consumers’ understanding of risk and their expectations of …

Finance & Investment Forum: Preparing for a world with more borders   Please note that all places for this event for CFA Ireland members are now full.  We are all inundated with news about Brexit and trade tariffs. Increasingly the public narrative of …

Private rental sector - A vital part of the future of the real estate market The shape of the real estate market is changing. The retail sector is in decline and logistics and ‘alternative’ sectors - that is, anything other than office, retail and …