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CAIA Netherlands
From Pension Reform to Portfolio Reform: Why Leading Pension Investors are Moving Beyond
Strategic Asset Allocation

As the Netherlands transitions to a new pension system, significant attention is being paid to governance, implementation, and the transfer of accrued rights. Less attention is being given to a more fundamental question:

Does a new pension contract require a new investment framework?

Many pension funds continue to organize investment decisions, risk budgets, and governance structures around asset classes and strategic asset allocation. Yet internationally, an increasing number of leading asset owners are exploring the Total Portfolio Approach (TPA), which evaluates every investment according to its contribution to total portfolio objectives rather than solely the asset classes.

The Dutch pension transition presents a unique opportunity to revisit how investment risk is defined and managed. As pension outcomes become increasingly visible at participant level, questions around participant outcome risk, lifecycle investing, and total portfolio decision-making become increasingly relevant.

Join CAIA Netherlands, in collaboration with WTW and PGGM, as we explore whether the Dutch pension transition could be more than a regulatory and operational transformation. Could it also provide an opportunity to fundamentally rethink how pension portfolios are constructed and managed?

AGENDA:

12:00 - Registration and Welcome Coffee

12:25 - Opening remarks by Catha Van Erp, Head of Growth Western Europe, Head of Investments BeNeLux at WTW

12:30 - Keynote Presentation on "From Allocation Decisions to Adaptive Portfolio Management" by Jayne Bok, CAIA, CFA, - Head of Hong Kong and Macau, Head of Investments, Asia, at WTW and Chair of CAIA Board of Directors

12:45 - Panel discussion in collaboration with:

• Roger Urwin, FSIP- Global Head of Content at WTW and Co-founder of the Thinking Ahead Institute
• Jeroen Rijk - Head of Total Portfolio Management at PGGM
• Jayne Bok, CAIA, CFA - Head of Hong Kong and Macau, Head of Investments, Asia at WTW and Chair of CAIA Board of Directors

Moderator:
Frank A.J. Straeter, CAIA - CAIA Netherlands Chapter Executive 

13:25 - Closing remarks by Monica Lira, Director of Chapter Relations and Marketing, EMEA at CAIA Association

13:30 - Networking lunch

14:30 - End
 

Important notes before the event:

• This event is organized by dedicated CAIA members, who generously volunteer their personal time. Should you decide to register, we greatly appreciate your commitment to attending.
• If you find that you are unable to attend, please inform us at least 48 hours before the event. Your timely cancellations enable us to offer your spot to someone on the waitlist and help minimize food and energy waste
• Kindly note that registrations must be completed in advance, as walk-ins will not be permitted. Given the event's limited capacity, we encourage you to register as early as possible to secure your spot. If the attendance limit is expanded, we will promptly notify you.
• Registering a guest is possible but complete guest details must be filled in.

Thank you for your understanding and cooperation.
If you have questions or concerns regarding registration for this event, please contact CAIA EMEA Chapter Relations.

This event is organized in collaboration with: