Industry Conference Calendar
Tuesday, February 11, 2014 -
Pensions & Investments is gathering industry experts to discuss the topic of alternative investing within DC plans. It’s a strategy that has helped enhance DB plan portfolios for years. But now, alternatives are also being embraced more readily by DC plans because it offers portfolio diversification outside of the traditional stocks, bond, cash or real estate. The main reason for its growing popularity is alternatives’ potential for improving retirement outcomes.
P&I will examine the use of alternatives from the plan sponsor perspective by presenting an up-close look at DC plans which have had success with the investment. A number of changes in alternative products have made the strategy more palatable to meet the record keeping needs of liquidity, daily pricing and the necessary transparency. In addition, many investment managers are adjusting their fee schedules to incorporate alternatives in such areas as target date funds.
Attendees of the event will learn about the various alternative attributes such as:
• Reduced overall investment risk through added diversification
• Inflation protection
• Low correlation to traditional financial investments
• Expanding investment choices for the participant providing greater portfolio flexibility
Attend P&I’s conference to learn more about the growing trend in alternatives for DC.
Tuesday, April 1, 2014 - April 10, 2014
Plan sponsor executives faced with increased fiduciary liabilities in the ever-changing retirement landscape are feeling pressure to make sure their company’s 401(k) plan offers the best investment lineup options. But with market volatility and varied participation, it can be extremely challenging to design a plan which meets the needs of the entire employee population. So P&I aims to create a roadmap for plan sponsors seeking to improve retirement outcomes at the 401(k) Investment Lineup Summit 2014. Join industry experts who will discuss the latest investment strategies on managing risk in defined contribution plans to best prepare portfolios for the decade ahead and beyond. This conference aims to go beyond talking about standard features such as automatic enrollment and auto escalation and will focus on issues dominating the 401(k) marketplace such as target date funds and portfolio diversification. Explore the latest trends in plan design trends for generating retirement income.
Tuesday, May 13, 2014 - May 15, 2014
Increased credit risk is at the forefront of bond investors’ minds with expected interest-rate hikes likely to take place in the near future. With so many portfolios focused on preserving capital over the past several years, fixed income allocations have been on the increase despite low returns.
• Is it time to rebalance before the shift in fixed income occurs?
• Should fixed income still play a part in the majority of portfolios?
These are crucial questions that P&I’s Fixed Income Summit will address where top industry experts will weigh in on key areas for creating robust risk-adjusted returns.