DC investment in focus - What really drives 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.

In our latest DC investment in focus stream, Head of DC Investment Sonia Kataora chairs a panel of DC investment experts, including Jenny Paul from The Pensions Regulator (TPR), looking 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.

Suitable for both investors looking into investing in master trusts, and those already invested in one, this stream also included a Q&A with the panel.

Key topics covered

• 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?

Speaker panel

• Sonia Kataora (Chair) – Head of DC Investment
• Alex Toney – Senior Client Relationship Manager
• Hugo Gravell – Senior Investment Consultant
• Jenny Paul - Lead Investment Consultant at The Pensions Regulator