Lunchtime roundtable with Phoenix CIS - Innovation without complexity: simplifying DC investment

Investment innovation can play a vital role in strengthening resilience and improving member outcomes. This may include diversifying into private markets, embedding sustainability more effectively, developing clearer default retirement pathways, or using new technology and AI to support decision-making.

For trustees, the challenge is how to adopt new investment solutions without creating unnecessary operational complexity or adding to governance burden. This roundtable looks at where innovation genuinely adds value, and how DC strategies can be future-proofed while remaining simple, practical and robust.

In this session, we will focus on:

  • how innovation can support better member outcomes
  • ways to access private markets without adding complexity
  • simplifying default retirement pathways for members
  • using AI and data tools to support more informed investment decisions

If you are interested in joining, please complete the booking form below and we will be in touch to confirm places.
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