Fixed Income Summit
A free, one-day educational event exclusively for pension plan sponsors, endowments,foundations and investment consultants.
Register today to ensure your spot, and learn:
- How to fine tune your bond portfolio for low interest rates and high volatility
- Why LDI makes sense for pension investors
- How to manage risk in the face of rising rates, including the use of leverage & derivatives
- Different types of fixed income plan designs which include multi-sector, absolute return strategy
- Tactics for adding global exposure to domestic fixed income
Fixed Income Summit Overview
The percentage of fixed income securities has been on a steady rise for the past several years. It’s often used as the “all-weather vehicle” within a typical retirement plan. This conference will help plan sponsors develop strategies for fixed income allocations within the portfolio they manage and in facilitating participant investment within the appropriate fixed-income security best suited to withstand market volatility. The event examines ways to organize fixed income allocation from core-satellite approaches to the rise of broader, global macroeconomic trends and will cover the following:
- Best practices for maximizing yield, despite low interest rates
- Tactics for adding global exposure to domestic fixed income
- Alternative fixed income strategies
- Core allocation
- Risk management: Re-defining risk, rising rates, use of leverage & derivatives
- Fixed income trade costs
- U.S. accounting effects of 100% liability-driven investing (LDI )
- Inflation impact on fixed income
- Fixed income plan designs which include multi-sector, absolute return strategy
- Implications of diminished credit liquidity gaps
It’s clear that today’s bond market is simply not the same bond market that it was just a few years ago. The traditional core approach of diversifying with a fixed income allocation of 4.5 years of duration and an alpha target of 100 basis points no longer yields the same type of returns since low-yielding government securities are exposed to potentially significant duration risk. By attending this conference, Pensions & Investments aims to provide opportunities outside the traditional “core plus” approach by enlightening plan sponsors to new opportunities in the emerging economies and the corporate sector where there’s massive deleveraging.