P&I Conferences & Webinars

Most Recent Conferences

Guaranteed Lifetime Income and the Importance of Plan Design

November 19, 2014

As the percentage of workers with defined benefit (DB) plans declines, many Americans continue to lose a critical element of their retirement...

Fixed Income: Global Divergence and Convergence Could Mean Big Changes

November 12, 2014

Investors continue to look for ways to find yield in the current fixed income market. Will it get easier over the next year? We’ll address...

Global Pension Symposium

November 11, 2014

Hospital and Healthcare Investing

November 6, 2014

The financial crisis brought both healthcare operations and financial management under scrutiny in what was already an enormously complicated...

Custom Target-Date Strategies

November 5, 2014

Custom target-date funds are fastly becoming more prevalent than traditional TDFs as they address the varied and individualized needs of plans...

Trends in DC: Becoming more outcome-oriented

October 29, 2014

The direction of travel is now very clear. Defined contribution plans, fast becoming the only retirement option for U.S. workers, are focusing not ...

DC West 2014

October 26, 2014

Once again we will gather the experts in the fields of investments, plan design, and communications to discuss the changes in the industry and...

Managing Fixed Income Risk in Today’s Market

October 22, 2014

Managing risk in fixed income has become increasingly nuanced. Alongside liquidity considerations, the implications of a divergence in central...

Outsourcing: More institutional investors are considering the fiduciary management solution

October 15, 2014

While there is no consensus on what to call this business - outsourcing, outsourced CIO, fiduciary management or delegation - there is a...

Hospital and Healthcare Investing Summit

October 14, 2014

P&I is bringing together top decision-makers to discuss solutions and address the concerns over the financial constraints and pensions at...

Pension Settlements Strategies

October 8, 2014

P&I is gathering leading experts to share their advice on how best to analyze pension de-risking strategies. Plan sponsors will have an...

The Outlook For Global Investing

October 6, 2014

Aberdeen Asset Management Inc. has partnered with Pensions & Investments for a follow-up to their 2013 Emerging Markets Debt research. This...

Opportunity Emerges for Global Investors: The Rise of Emerging-Market Small-Cap Investing

October 1, 2014

Often overlooked by institutional investors, emerging-market small-cap stocks have offered compelling performance and diversification advantages...

Real Assets

September 17, 2014

Real assets are having a moment. Investors increasingly recognize the attractions of physical asset classes – real estate, infrastructure,...

Investing in Emerging Markets Debt in an Unconstrained Framework

September 10, 2014

In this webcast, we describe an alternative way to establishing a strategic allocation to emerging markets bonds through an unconstrained, or...

Pension Settlements Strategies Conference

September 9, 2014

Leading experts will provide advice on how best to analyze pension de-risking strategies. Plan sponsors will have an opportunity to examine...

Liquid Alternatives: Putting a Sharper Focus on Outcomes

July 23, 2014

With a new mindset toward using alternative asset classes to optimize investment outcomes, institutions are looking at liquid alts for their...

Canadian Pension Risk Strategies

July 16, 2014

In a world of volatile unpredictable markets, institutions have to look at, and manage, risk from a number of different perspectives. The job is...

Multi-Sector Fixed Income Investing - Opportunities in the Current Environment

June 17, 2014

For those who believed the Federal Reserve's taper spelled the beginning of the end for the bond market, think again. Through May, most U.S. and...

Smart Beta - A Powerful Idea

June 11, 2014

“Smart Beta” is a new and poorly defined term. There are many different types and categories of smart beta - fundamental, factor-based,...

Fixed Income

June 4, 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....

Canadian Pension Risk Strategies Summit

June 3, 2014

Pensions & Investments in conjunction with Aon Hewitt will provide detailed information on the options available to pension plans in...

The Search for Yield

May 29, 2014

The senior secured loan market has grown nearly 40 percent over the past several years, reaching a record $711 billion in outstandings at the end...

Preparing for Pension Risk Transfer

May 21, 2014

Corporate defined benefit pension plan sponsors are in a markedly better position than in recent years. Plan sponsors who want to de-risk their...

Stable Value

May 14, 2014

The safety and security of stable value has made it an obvious choice for people near retirement and for retirees. In an era of economic...

Fixed Income Summit

May 13, 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....

China Equity: Value Opportunity or Value Trap?

May 6, 2014

China represents the 2nd largest equity market and fastest growing economy in the world. Over the past 7 years, China’s real GDP growth and...

401(k) Investment Lineup

April 30, 2014

Confronted with increased fiduciary liabilities in this ever-changing retirement landscape, plan sponsors are continuously under pressure to make...

Is Eurozone Finally Turning the Corner in 2014? Perspectives on European Equity and Fixed Income Markets

April 23, 2014

Since the Eurozone sovereign debt crisis arose in early 2009, global markets had largely written off the region’s economies as being in a...

The New Emerging Markets Regime - Divergence & Differentiation

April 16, 2014

U.S. investors have long been warned about the volatility of emerging markets assets. While 2013 may have been rough for some investors, many...

The Evolution of Stable Value

April 9, 2014

The stable value industry has evolved since the financial crisis and many of those changes are shaping the future of the asset class. As the...

401(k) Investment Lineup Summit

April 1, 2014

Create a solid framework for your plan participants. Learn about the latest trends in plan design aimed at generating retirement income and...

Investment Decisions You Can Make Today - Even if a Risk Transfer is Years Away

March 19, 2014

A pension risk transfer is a complex process for any plan sponsor. As a result, there are actions that can be implemented over the near term to...

Alternatives in DC

March 12, 2014

Alternative investing within DC plans is a strategy that has helped enhance DB plan portfolios for years. But now, alternatives are also being...

Target-date debate: Is custom or off-the-shelf the right solution for your plan?

March 5, 2014

As target-date funds have evolved as the dominant QDIA option for many plans, more plan sponsors are contemplating the need for aggressive,...

DC East 2014

March 2, 2014

Once again we will gather the experts in the fields of investments, plan design, and communications to discuss the changes in the industry and...

New Global Regulations and their Potential to Re-Shape the Securities Lending Industry

February 26, 2014

Pending and proposed regulatory reforms are likely to significantly impact future developments within the securities finance industry. To better...

Beyond Domestic Bonds: What, where and how much?

February 12, 2014

Analysis and experience show that going global, particularly when adding Emerging Markets Debt (EMD) and Global High Yield (GHY), can be...

Alternatives in DC Conference

February 11, 2014

Pensions & Investments is gathering industry experts to discuss the topic of alternative investing within DC plans. It’s a strategy that ...

Solving for 2014: Threading the Needle on Rates and Growth

January 14, 2014

As 2014 begins, investors are seeing a more stable global economy, but also stagnant growth, low fixed income yields and the potential for policy...

Pension Settlements Strategies

January 8, 2014

Companies across America are struggling to deal with increasing pension liabilities, and many Fortune 500 companies have already taken dramatic...

Custom Target-Date Strategies

December 18, 2013

Target-date funds help take the guesswork out of investing for plan participants providing a level of portfolio management and complexity that is...

The Bifurcation of Fixed Income Demand

December 11, 2013

2013 may well have marked a turning point in the almost 30-year bull run in the U.S. fixed income market. Given ongoing economic and political...

Pension Settlements Strategies Conference

December 3, 2013

Is risk transfer the right solution for your plan? Companies across America are struggling to deal with increasing pension liabilities, and many...

Investing in Middle Market Loans

December 3, 2013

Over the past five years, a growing number of investors have embraced senior-secured loans and capital flows into the asset class have grown...

Pension Risk Management - From Theory to Practice

November 20, 2013

Interested in best practices being implemented today to manage pension liabilities? Find out what leading DB plan sponsors are doing to understand ...

Low Volatility

November 13, 2013

It’s an old idea that may have found its moment. Building on academic ideas first floated in the 1960s, low volatility investing seeks to...

The End of the Taper: Investing Implications Across the Globe

November 6, 2013

The Fed has been fairly clear about its intentions, and has continually repeated that its actions will depend on how the economy performs. Despite...

EDITORIAL WEBCAST: Real Estate Investing

November 4, 2013

In the recession, institutional investors saw their real estate investments plummet in value so they reduced the leverage in their portfolios and...

Trends in DC

October 30, 2013

Join this panel of experts to discuss the latest trends in the defined contribution market. They will discuss how DC plans are working to minimize...

DC West 2013

October 27, 2013

Once again we will gather the experts in the fields of investments, plan design, and communications to discuss the changes in the industry and offer...

Public Funds Defined Contribution

October 23, 2013

Increasingly, defined contribution plans are playing a more significant role in the retirement packages for public employees. How can you develop the ...

Outsourcing: Importing Investment Expertise

October 16, 2013

With fast-moving markets, increased globalization and pressure on returns, pension plans, endowments and foundations are considering the best way to...

Liability Driven Investing

October 9, 2013

LDI continues to be an important risk management strategy aimed at making sure there are enough resources within a pension plan to cover the...

Fixed Income

October 2, 2013

With the markets changing investors may need to get used to higher volatility and open up their minds to new or different opportunities in the fixed...

The JOBS Act: What does it mean for your business?

September 26, 2013

The SEC recently issued three releases that will affect the private funds industry: two that adopted rules that go into effect on September 23, 2013...

Real Assets

September 18, 2013

To increase diversification—and potentially inflation protection—many institutions are broadening their exposure to real assets. Where once ...

The Advantages of a Low Risk Approach to Emerging Markets

September 11, 2013

Emerging markets offer great potential for investors as well as significant challenges, such as poor corporate governance and high volatility. A low ...

The Hardest Time to Invest is Always Now: A Fresh Perspective on Global Equities

August 8, 2013

Given the lackluster global macroeconomic backdrop, it’s understandable that many institutional investors are skeptical about the prospect for...

Risk: A world of unknown unknowns

July 24, 2013

This webinar will explore how preparation and skepticism are essential risk management tools. It will also explore how judgement is equally as...

New and Emerging Risks for Equity Portfolio Managers

July 10, 2013

Recent market meltdowns have led to greater demand from institutional investors for better risk forecasting. These investors look to and rely on...

Emerging Market Debt: From Niche to Core

June 26, 2013

According to a recent survey conducted by Aberdeen Asset Management Inc. and Pensions & Investments, nearly half of U.S. tax-exempt institutional...

Is it Time to Return to Europe?

June 19, 2013

With European equities up roughly 35% for the one year period ended May 31, 2013*, many investors seem to have shrugged off lingering risks from the...

Fixed Income

June 12, 2013

In today's bond market, plan sponsors are seeking strategies to withstand market volatility in order to gain sufficient assets to meet all...

Strategies for Managing a Retiree Life Insurance Liability

June 5, 2013

Faced with a group term retiree life insurance liability? Learn how pre-funding for retiree life insurance can be an effective
solution to help...

Adding Loans to Your Retirement Plan: A Conversation with Managers and Consultants

May 29, 2013

Why loans, why now? Loans are above their historic average, and interest rates, while currently low, will one day rise. Plus, senior secured loans...

Currency Wars: Policy Dilemmas, Macroeconomic Rebalancing and the Implications for Institutional Investors

May 22, 2013

As more countries face fiscal austerity and look to exports to sustain economic recovery, the risk of competitive currency devaluations is real...

401(k) Investment Lineup

May 15, 2013

In this era of challenging economic conditions, plan sponsors, such as yourself, undoubtedly continue to be under great pressure to make the right...

Broadening your EM investment horizons — What are Horizon Markets and why should institutional investors increase their exposure to them?

May 8, 2013

Horizon Markets encompass the smaller emerging and frontier markets, which are either heavily under-represented or absent from mainstream EM indices. ...

Stable Value

May 1, 2013

Even with the economy stabilizing, people are still nervous about their investments and are looking for safe havens. The safety and security of...

Through a Glass, Darkly: What Transparency Means for Managing an Alternative Portfolio

April 24, 2013

Investor demands for transparency into alternative investments are well-documented, but less attention is paid to the reality of how it is attained,...

Risk Premia Investing: Uncovering your Blind Spots

April 10, 2013

Investors have been painfully reminded by the results the risk concentration of a supposed “diversified” portfolio provided over the past...

Emerging Markets Extend Their Leadership

April 3, 2013

According to Cerulli & Associates, institutional money managers reported that the most common category for multiple search requests in 2012 was...

Fixed Income Opportunities in Global Markets: Optimizing Risk and Return

March 20, 2013

Risk mitigant or return generator? This is the question plan sponsors are asking of their fixed income allocation in today’s challenging,...

Searching for Returns in a Low Yield Environment – A Tactical Approach to Fixed Income Management

March 6, 2013

Our research suggests that institutional investors are looking for more flexibility in the management of their fixed income assets to optimize risk...

Emerging Market Debt: The next 10 years — highlighting the opportunity for investors

February 27, 2013

As the development of emerging markets continues, investors seeking to capture this growth and improve the risk-return profile of their portfolios ...

Investing in Loans: A Conversation with Managers and Consultants

February 6, 2013

Pension Funds and other Institutional Investors are starting to invest in the loan market, why? The senior secured loan market today is a large,...

The Prevalence of LDI – Results from the 2012 Pyramis Global Institutional Investor Survey

December 12, 2012

In a survey of 632 investors across 16 countries, representing 20% of the institutional market, Pyramis found that there is a universal understanding ...

Insights into Emerging Markets: Their role in a changing economic landscape

December 4, 2012

Many investment professionals believe that emerging markets afford American investors an opportunity for significant growth over the next several...

Senior Secured Loans: Providing Value and Yield to a Fixed Income Portfolio

November 28, 2012

Today pension and other institutional Investors have a serious problem. They need to earn seven or eight percent annually to meet their pension...

Liability Driven Investing

November 14, 2012

This P&I LDI webinar will focus on what the adoption of an LDI mindset can achieve in the current macro-economic environment. It will examine ways to ...

Trends in DC

November 8, 2012

DC plan assets hit an all-time high in 2011. Join our panel of experts as they discuss the key DC plan issues affecting plan sponsors today. We'll...

Retirement Income Solutions

November 7, 2012

A paycheck for life. That was what a defined benefit plan offered workers. Now with more workers facing retirement without the security of a DB plan, ...

Structural Shifts in the Pension Landscape

October 24, 2012

Defined benefit plan sponsors continue to experience significant pension underfunding leading several major firms to announce and implement...

Risk Trending: From Concern, to Governance to Action

October 18, 2012

We know that fear and worry are driving the markets today. External factors such as volatility, regulatory changes, and political unrest are some...

Liability Driven Investing

October 17, 2012

LDI is a complex strategy to implement and maintain in ever-changing financial and economic environments. A dynamic approach to pension plan...

Public Funds Defined Contribution

October 4, 2012

Rising on the public pension agenda is how to create the most appropriate investment lineup for your DC plan. Making sure that a DC plan meets the...

The Changing Face of Risk Management

October 3, 2012

This webinar will explore how corporate and public pension plans are adapting their risk management methods in the midst of a volatile market with...

Unless otherwise stated, all of the above webinars are provided to Pensions & Investments by their respective authors. The above content does not necessarily reflect the views and opinions of P&I and are the sole responsibility of the original author(s).