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Tim Currell, 4o Συνέδριο Επαγγελματικής Ασφάλισης

Starttech Ventures
Starttech Ventures
Starttech VenturesGrowth Marketer at Starttech Ventures

Ομιλία - Παρουσίαση: “EU IORP investment governance, lessons learned and future developments” Tim Currell, Partner, Head of Investment at AON International Wealth

Tim Currell, 4o Συνέδριο Επαγγελματικής Ασφάλισης

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Prepared for:
Prepared by:
Date: 20 February 2023
Occupational Retirement Provision Forum
Tim Currell
Lessons learned &
future developments
EU IORP Investment
Governance
Overview
Investment
Governance
Security
Strategy
Structure
Documents
Monitoring
Disclosure
 Key requirements
‒ “Safe haven”
‒ Proportionate
‒ Transparent structure
‒ Clear roles
‒ Risk management
‒ Internal controls
‒ Avoid conflicts
‒ Fit & Proper persons
‒ Clearly documented
2
Lessons learned #1
• Supervisory body
• Investment Committee?
• External advisors
Structure
“Equitable spread of risks
and benefits between
generations”
Strategy
• Custodian / Depository
• Asset manager(s)
Security
3
Lessons learned #2
• Members
• Sponsor(s)
• Regulator(s)
Disclosure
• Performance
• Risk metrics
Monitoring
• SIP, ORA
• Mandates, COI, BCP
Documents
4
Future developments
Focus on risk management
• NACE codes
• Climate stress
tests
ESG & Climate
Look-through of
UCITS funds
Transparency
Disclose derivative
information
Hedging
5
Aon plc (NYSE:AON) exists to shape decisions for the better - to protect and enrich the lives of people around the world. Our colleagues provide our clients in over 120
countries and sovereignties with advice and solutions that give them the clarity and confidence to make better decisions to protect and grow their business.
Copyright © All rights reserved www.aon.co.uk.
Aon UK Limited is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales. No. 210725.
Registered Office: The Aon Centre | The Leadenhall Building | 122 Leadenhall Street | London | EC3V 4AN.
This report and any enclosures or attachments are prepared on the understanding that it is solely for the benefit of the addressee(s). Unless we provide express prior written consent no part of this
report should be reproduced, distributed or communicated to anyone else and, in providing this report, we do not accept or assume any responsibility for any other purpose or to anyone other than
the addressee(s) of this report.
2023
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Tim Currell, 4o Συνέδριο Επαγγελματικής Ασφάλισης

  • 1. Prepared for: Prepared by: Date: 20 February 2023 Occupational Retirement Provision Forum Tim Currell Lessons learned & future developments EU IORP Investment Governance
  • 2. Overview Investment Governance Security Strategy Structure Documents Monitoring Disclosure  Key requirements ‒ “Safe haven” ‒ Proportionate ‒ Transparent structure ‒ Clear roles ‒ Risk management ‒ Internal controls ‒ Avoid conflicts ‒ Fit & Proper persons ‒ Clearly documented 2
  • 3. Lessons learned #1 • Supervisory body • Investment Committee? • External advisors Structure “Equitable spread of risks and benefits between generations” Strategy • Custodian / Depository • Asset manager(s) Security 3
  • 4. Lessons learned #2 • Members • Sponsor(s) • Regulator(s) Disclosure • Performance • Risk metrics Monitoring • SIP, ORA • Mandates, COI, BCP Documents 4
  • 5. Future developments Focus on risk management • NACE codes • Climate stress tests ESG & Climate Look-through of UCITS funds Transparency Disclose derivative information Hedging 5
  • 6. Aon plc (NYSE:AON) exists to shape decisions for the better - to protect and enrich the lives of people around the world. Our colleagues provide our clients in over 120 countries and sovereignties with advice and solutions that give them the clarity and confidence to make better decisions to protect and grow their business. Copyright © All rights reserved www.aon.co.uk. Aon UK Limited is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales. No. 210725. Registered Office: The Aon Centre | The Leadenhall Building | 122 Leadenhall Street | London | EC3V 4AN. This report and any enclosures or attachments are prepared on the understanding that it is solely for the benefit of the addressee(s). Unless we provide express prior written consent no part of this report should be reproduced, distributed or communicated to anyone else and, in providing this report, we do not accept or assume any responsibility for any other purpose or to anyone other than the addressee(s) of this report. 2023