Pension Litigation, Governance & Reform

Pre-Conference Workshop - January 20, 2010
2:00 - 5:00 p.m. (registration opens at 1:30)

Pension Investing in 2010: Key Risk Management Strategies to Keep You Out of Trouble

Joseph Connolly
Investment Consultant
Morneau Sobeco

Larry Swartz
Principal
Morneau Sobeco

• Key provincial and federal pension fund investment rules
• What are the key compliance challenges with these rules? How can you manage them?
• What are the potential risks and liabilities of investment managers, consultants, advisors and trustees?
• What is “prudent investment”?
• What controls should you have in place? What is “due diligence” for investment decisions?
• Designing investment options to reduce the risk of litigation
• Steering clear of legal troubles: Adopting best practices
• Weighing your risk of litigation from beneficiaries over pension fund investing
• Examining claims against sponsors for failing to provide adequate investment choices
• Class action lawsuits alleging imprudent investment practices: Who is at risk? For what decisions?
• Minimizing costs and liabilities over improper investments: Practical guidelines
• Analyzing key issues in alternative investing
• balancing acceptable risk against return on investment
• when can you consider non-financial criteria, such as “Socially Responsible Investing”?
• how are pension funds addressing the challenges and investment opportunities from climate change?
• how has the current recession affected the attitudes of pension funds to responsible investment?

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