What drives investment performance for DC master trusts?

The decision to invest in a Defined Contribution (DC) master trust should not be taken lightly – it can be a multi-decade investment, in need of in-depth due diligence beforehand, and robust monitoring throughout in order to achieve value for money and the best retirement outcomes for your members.

Now available to watch on-demand, join a panel of our DC investment experts, alongside representation from The Pensions Regulator, as they lay out the factors that will help to determine success.

Six months on from the ‘mini budget’, we unpack, unwind and unfurl the turmoil that ensnared the investment market, providing you with fresh perspectives on the challenges ahead.

Virtual investment forums | 26 & 28 April 2023

The Unravel sessions, two virtual online events hosted by our investment experts, are coming this April.

These unmissable events will look to make sense of the chaos, providing clarity on where things stand following half a year of volatility, before detailing what we think the future holds.

To sign up to one or both of these free events, please fill in the sign-up form.

Register: Virtual investment forums 2023

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Watch on-demand now

In this stream, Head of DC Investment Sonia Kataora chairs a panel of DC investment experts, which includes Jenny Paul from The Pensions Regulator (TPR), as they looked deeper into DC master trusts’ investment strategies and what really drives their investment performance, so that you are better armed to hold them to account in support of your members.

Key topics covered include:

  • Are master trusts really investing in the best and latest investment strategies available in the market?
  • For all the talk, is sustainable investment having a tangible, financial impact on master trusts’ investment strategies?
  • With the renewed focus on proving and improving value for money for members, how can you make informed and meaningful comparisons between master trusts’ investment strategies and performance?
A woman with long brown hair is facing the viewer, presenting a serene expression. She is set against an abstract, blue-toned background, enhancing her presence.
Sonia Kataora

Head of DC Investment
A man in a suit smiles, facing forward. He is framed within a circular blue background with abstract patterns, suggesting a professional or formal context.
Alex Toney

Senior Client Relationship Manager
A young man with glasses smiles directly at the viewer. He is dressed in a dark suit and light blue shirt, set against a circular blue abstract background.
Hugo Gravell

Senior Investment Consultant
A woman with long, wavy blonde hair smiles warmly, wearing a white turtleneck. She is presented in a circular frame against a soft blue background.
Jenny Paul

The Pensions Regulator

Sustainability in DC Master Trusts

Ahead of the stream, Senior Investment Consultant and panel member Hugo Gravell spotlights the important distinction between your Master Trust provider's net zero commitments, and the actions they have taken to achieve them.

Learn the difference

Investment in focus - previous streams

You can now watch the previous streams in this series on-demand.



Market outlook

Unravelling the upheaval felt across the UK investment industry, we will provide a top-down view on market events that have led up to this point – rising inflation, high interest rates, government decisions, and changing circumstances.



Tackling tomorrow

Our panel of experts look ahead to what lies in the future for the investment sector, featuring input from our Head of DC Investment Sonia Kataora.

Sustainability in DC Master Trusts

Ahead of the stream, Senior Investment Consultant and panel member Hugo Gravell spotlights the important distinction between your Master Trust provider's net zero commitments, and the actions they have taken to achieve them.

Learn the difference