Part 2
Module 3: Investment Committees & Delegations
Sub-issues covered:
Agency issues
Why delegate?
What to delegate?
Risks of delegation
Managing delegation risks
Questions to ask about your governance structure
The challenge for the Trustee and the Board
Investment Committee governance
Your presenter
PAUL NEWFIELD
Paul Newfield is Director of Sector Research at Frontier Advisors, having joined the firm in July 2019. Paul has a primary focus on driving innovation and client alignment in our research program and works closely with our Global Investment Research Alliance (GIRA) partners. Paul joined Frontier from Willis Towers Watson where he held the role of Senior Consultant for over eight years and was involved in a number of governance and strategy areas, including liability driven clients and retirement incomes. Prior to that, Paul spent twelve years at Mercer where he held a variety of senior roles in both Australia and New Zealand, including leading Mercer’s retirement business in New Zealand and was Board Chair of their trustee company. Paul is a Fellow of the Institute of Actuaries and holds a CIMA certification as well as a Bachelor of Economic Science.