December 12, New York | This event will look at The Future of Asset Management and focus on the issues that impact the total firm including talent management and succession planning, the impacts of generative AI, growing your business in concentrated markets, DE&I and much more. Don’t miss the chance to learn directly from senior leaders in this space through one-on-one conversations, panel discussions and original research.
March 10-12, Orlando | Join P&I for an exceptional gathering of the nation’s top plan sponsors and distinguished DC industry experts. If you're at the helm of a DC plan, it's imperative to anticipate and navigate ahead of regulatory policy shifts, fulfill fiduciary obligations, stay updated on plan administration protocols, and more. At DC East, you'll have the chance to gain invaluable insights into how your counterparts are successfully tackling the complexities of retirement plan oversight.
9-10 April, Copenhagen | The Nordics Pension Fund Tour is hosted by three pension organizations in Denmark. We are most excited to start our tour with a visit to ATP's office in Hillerød, just like last year. The second edition of the tour is again exclusively for asset owners, By Invitation Only and is an opportunity to make real connections with local Danish organizations and delegates from around the globe.
May 14, Toronto | With many Canadian pension funds seeing increases in funded status off the back of interest rate gains, and with the expectation that central banks will keep rates close to the top or start reversing in 2024, they are focused on locking in funded status gains by reassessing fixed income allocations and improving diversification. With annuity purchase discount rates moving higher, plan sponsors are exploring derisking paths – both via pension risk transfers and improved LDI hedging.
11-12 June, London | The third edition of the UK Pension Fund Tour in London is hosted by three local pension funds (Nest, USS and a 3rd organisation).It is an exclusive and By Invitation Only event for asset owners. A 1.5 day of insight to engage in meaningful conversation with your peers from the UK and delegates from around the world. Save the date and asset owners can apply for a seat via this pre-registration link.
5-7 November, The Hague | Developed for and by pension professionals, the 15e edition of the Summit provides a truly global learning and networking experience. Attendees will learn innovative ideas and strategies, discuss the future of pensions with global thought leaders and get fresh perspectives on how to tackle pension challenges and achieve sustainable pension provision. The Summit offers analysis, insight and ample room for discussion among peers during 2.5 days of intensive learning.
December 6 | Join us for an interactive conversation about the findings from Fidelity’s 2023 Institutional Investor Study. The webinar will explore how institutional allocators might look to:
• Navigate higher interest rates, higher inflation, and higher volatility than has been the norm over the past 20 years.
• Respond to significant challenges in making timely allocation decisions based on the tactical and strategic implications of a new regime.
• Incorporate a framework that considers key factors such as investment objectives, risk tolerance, and liquidity needs.
• Identify potential opportunities presented by technology innovation, market dislocations, multi-asset inflation protection, and increased risk budgets for active allocations.
December 14 | Corporate pension plans are locking in their funded status gains by actively working to minimize portfolio risks and achieve greater resilience in meeting their future liabilities. What are the current techniques in LDI, duration matching, manager evaluation, alternative asset sleeves, and more – particularly as plans navigate a more complex and uncertain macro environment? Why do plans need to pay closer attention to equity volatility and the shifting dynamics across the traditional asset markets? And, for those plans considering pension risk transfers that offload their liability obligations to an insurer, what are best practices in preparation and execution that can help ensure successful transactions for their participants?
Our panel of expert advisors offers a deep dive into derisking strategies by pension funds looking for greater efficiencies and precision in ongoing portfolio management, highlights developments in customized benchmarking, and shares insights on best practices for PRT transactions.
November 14, Chicago | November 16, New York | P&I’s Fixed Income & Credit Series will discuss how asset owners can take advantage of the new environment we find ourselves in to refine their overall strategies and avoid potential risks.
October 22-24, Omni La Costa, San Diego | Learn proven techniques for increasing employee engagement and improving participant outcomes. Connect and engage with your peers. Get inspired by the Innovative Award winners.
10-12 OCTOBER 2023 | WorldPensionSummit is THE global platform 'for and by' pension professionals. We discuss the long-term components of vital ‘pension cross-roads’. The 14th edition is taking place in The Hague, The Netherlands and is your source for global learnings, networking and inspiration. Learn from peers from across the globe!
October 10-11, JW Marriott Atlanta, Buckhead | The event will bring together peers to discuss current challenges and best strategies to overcome them. How plan sponsors navigate the coming year of inflation, central bank tightening and high valuations will go a long way in determining their long-term outlook.
September 19-20, Scottsdale | P&I’s Public Funds Conference will bring public pension executives together for exclusive, educational programming on portfolio construction, asset allocation opportunities and governance that work together to meet target benchmarks and serve the needs of plan participants.
September 14, The Fairmont Chicago, Millenium Park | Pensions & Investments is launching ‘Influential Women in Institutional Investing,’ a recognition program for women who are having an outsize impact on the professional investment and retirement market as well as driving positive change.
June 13, Athletic Club Chicago | June 15, @ease 1345 Avenue of the Americas, New York | Learn about the latest regulatory updates including SECURE 2.0, innovative options, wish lists, and how plan sponsors can best move forward to interweave solutions into their plan.
13-14 JUNE 2023 | The UK Pension Fund tour in London is hosted by three partners: Nest, Railpen and Church of England. Asset Owners are invited apply for a seat on the bus to join this exclusive tour for a full day of insight and to engage in a meaningful conversation with your peers from around the world.
May 23, 2023, Shangri La, Toronto | This event provides pension plan sponsors with practical, real-world information for decision-making, planning, and implementing the risk management strategies that best fit their pension plan. Our panels will cover various risk management strategies from hibernation to re-risking to pension risk transfer considerations.
18-19 APRIL 2023 | The Nordics Pension Fund tour is hosted by three partners in the Denmark: ATP, PensionDanmark & PFA AM. Asset Owners are invited apply for a seat on the bus to join this exclusive tour for a full day of insight and to engage in a meaningful conversation with your peers from around the world.
April 11-12, London House, Chicago | More institutional allocators today use ESG to manage risk and pursue alpha opportunities in their investment process. P&I’s ESG Investing Conference will deepen the conversation on how allocators are integrating ESG factors via several approaches and target outcomes.
March 12-14, Ritz Carlton, Orlando | If you’re managing a DC plan, you need to stay steps ahead of ERISA policy changes, fiduciary responsibilities, plan administration updates and countless other duties. DC East provides opportunities to learn about how your peers are meeting the challenges of retirement plan management.
P&I’s Future of Work will feature senior executives from leading asset management firms discussing how they are advocating for progress across the financial services industry from talent management to technology’s impact on the way we do business in panel discussions and keynote presentations.
Inflation, monetary policy, volatility, and a potential recession are just some of the pressures affecting an institutional fixed income portfolio. This series will give attendees practical TIPS and investment strategies to manage fixed income & credit allocations.
At this year’s Pensions & Investments’ 16th Annual Global Pension Symposium attendees will gain critical knowledge on how to navigate the challenges ahead, as experts from around the globe join together in Tokyo, November 16-18, 2022.
2-4 NOVEMBER 2022 | Pensions & Investments WorldPensionSummit is THE global platform 'for and by' pension professionals. We discuss the long-term components of vital ‘pension cross-roads’. The 13th edition is themed 'Optimising the Transition' and is your source for global learnings, networking and inspiration. Learn from peers from across the globe!
Back for our forth successful year, our all-inclusive OCIO conference will address the ‘why’ and the ‘how’ of the model and will share best practices on how to implement, evaluate, benchmark and evolve for the best outcomes. Register Now to be a part of this exciting conversation.
Learn proven techniques for increasing employee engagement and improving participant outcomes. Connect and engage with your peers. Get inspired by the Innovative Award winners. All at P&I’s DC West Conference, October 23-25, 2022.
The event will bring together peers to discuss current challenges and best strategies to overcome them. How plan sponsors navigate the coming year of inflation, central bank tightening and high valuations will go a long way in determining their long-term outlook.
Join Lord Abbett and Pensions & Investments in an engaging discussion on the role of momentum in equity portfolios and how it can benefit broader asset allocations for pension plans.
P&I's Retirement Income Conference will highlight and discuss new options and what could be on the horizon and how to best interweave solutions to your plan. Hear how other plans have introduced new components and refreshed their plan design to meet the needs of a changing workforce.
Plan sponsors listen up! First – the bad news you already know: Persistent inflation is leading to central bank tightening, rising interest rates, and a potential downturn in economic growth. Portfolios have repriced in painful fashion this year, reflecting the new uncertainties.
21-22 JUNE 2022 | Optimising the transition to DC
The UK Pension Fund tour is hosted by three partners in the UK: Nest, USS and Royal Mail. Each presenting a unique view on Defined Contribution solutions. Sharing their knowledge on effective strategies to target and engage participants, reflect on auto enrolment, portfolio construction and cutting edge plan design in an effort to deliver better retirement outcomes for their participants. Asset Owners are invited apply for a seat on the bus to join this exclusive tour for a full day of insight and to engage in a meaningful conversation with your peers from around the world.
P&I's Canadian DC conference will address the many issues and opportunities facing the growing market. We’ll span the various components integral to driving success, including participant communication and education, investment lineups and driving participation.
The Canadian Pension Risk Strategies Conference provides pension plan sponsors with practical, real-world information for decision-making, planning, and implementing the risk management strategies that best fit their pension plan. Our panels will cover various risk management strategies from hibernation to re-risking to pension risk transfer considerations.
P&I's Alternatives Investing Conference will discuss the totality of portfolio construction from asset allocation to benchmarking and will help attendees better manage the risks and identify the opportunities that these vehicles can present.
P&I’s DC Investment Lineup Conference will provide plan sponsors with the latest information, tools, and access to the expertise they need to meet their plan’s objectives and help their participants achieve a secure retirement.
P&I’s ESG Investing Conference will see institutional allocators discuss practical ways they are implementing ESG strategies across their portfolio to meet a variety of different needs and risk profiles.
Learn the latest on employee engagement and what is driving the best outcomes in the defined contribution market from thought leaders in the industry. Connect and engage with your peers. Be inspired by the Eddy winners. All at P&I’s DC East Conference, March 13-15, 2022.
A discussion on modernizing your equity allocation during today’s complex economic environment. How can innovation investing lead to alpha and optimal capital efficiency over the long-term horizon?
Pensions & Investments’ Best Places to Work is the industry’s first event of its kind where top executives from the leading asset management firms gain in-depth peer driven insight on cultivating the best place to work.
This event will survey the fixed income market from triple A to Z with thought leaders tackling the major questions that face investors as they look to get more out of their fixed income allocations.
Back for our third successful year, our all-inclusive OCIO conference will address the ‘why’ and the ‘how’ of the model and will share best practices on how to implement, evaluate, benchmark and evolve for the best outcomes.
From the great lockdown to what is expected to be the “great rebound” we are in the midst of transition as America slowly gets back to the workplace…and to live, in-person events.
The Canadian Pension Risk Strategies conference provides pension plan sponsors with practical real-world information for decision-making, planning and implementation of the risk management strategies that best fit their pension plan.
P&I’s Managing Pension Risk and Liabilities series will bring together peers to discuss top challenges and the best strategies to overcome them.
P&I's Emerging Markets Virtual Series will tackle these questions and provide an update on trends, where the opportunities and challenges are, and what are the best methods for accessing specific markets for the true long-term investor.
Our faculty of plan sponsors and advisers will explore, share tips and debate the current strategies of how to plan for a lifetime of guaranteed income during retirement and what factors may further impact savings.
Private Markets Virtual Series will allow asset owners and managers to connect in a meaningful way to address the challenges and uncover the opportunities in this enticing and exciting space.
This virtual event will see institutional allocators discuss practical ways they are implementing ESG strategies across their portfolio.
DC Investment Lineup will continue to provide plan sponsors with the latest information, tools, and access to the expertise they need to meet their plan’s objectives and to help their participants achieve a secure retirement.
Join P&I for the industry’s premier educational virtual event that features the latest trends and best practices including legislation, regulation, plan compliance, plan design, and the newest in investment products and strategies.
12-14 OCTOBER 2021 | Join peers from around the world to debate, discuss and design a future where institutional investors don’t just push for change, they make it happen. With topics spanning confrontation of the climate crisis, reconfiguring outcome-based retirement systems, increasing use of technology, aligning investment interests and making capital markets work for all – WorldPensionSummit 2021 will equip, inform and encourage you to power the change you want to see.
19-23 OCTOBER 2020 | Pensions & Investments WorldPensionSummit is THE global platform 'for and by' pension professionals. We discuss the long-term components of vital ‘pension cross-roads’ during this virtual experience co-hosted by the city of The Hague.
22-24 OCTOBER 2019 | The 2019 October program in The Hague will focus on ‘Shifting Powers + Sustainable Investment: Separating the signal from the noise’. Both in plenary sessions and dedicated tracks of choice we discuss the long-term components of vital ‘pension cross-roads’. Pensions & Investments WorldPensionSummit is THE global platform 'for and by' pension professionals.
November 29 | Sustainability as an investment strategy has explicitly embraced the dual goals of achieving risk-adjusted alpha as well as environmental and social impact – and the ways that investors can pursue it have expanded across themes, approaches and markets. Climate change and the transition to a net-zero economy continue to be the leading issue – with new and exciting developments in deploying capital and measuring results – followed by biodiversity and social themes. What are the many ways that technology underpins sustainable investing today? How can investors identify and measure positive environmental outcomes? Whether a broad ESG approach or specific climate strategy, how should investors measure performance and impact over time? Ongoing progress on the regulatory front, new data tools and direct engagement are all major areas of focus.
From the ‘double dividend’ and direct engagement to the ‘green premium’ and measuring ‘externalities’, our panel of industry experts sheds light on the current strategies and metrics in sustainability. Join this lively discussion on what it takes to effectively manage ESG investments and assess the latest metrics that can help assess emerging opportunities.
November 15 | Join us for an exclusive webinar that delves into the fascinating world of infrastructure investing. In this informative session, we will provide you with a comprehensive introduction to infrastructure as an asset class and explore its potential as a valuable addition to a multi-asset portfolio, helping you achieve diversification and stability against the backdrop of a high-inflationary environment.
Michael Steingold, Director, Private Markets for Russell Investments, will also explore the macro trends shaping the infrastructure landscape, and how these trends impact investment opportunities. Gain insights into the dynamics of this unique asset class and learn how to navigate the evolving market environment.
As a highlight of the event, we will be joined by William Smales, Partner and Global Chief Investment Officer at infrastructure specialist Morrison & Co. Join us as we engage in a captivating conversation with William, who will share his expertise, insights, and valuable perspectives on digital sector investments, renewables in the global context, as well as opportunities beyond renewable energy generation itself and other investible areas in infrastructure coming soon to core portfolios.
November 9 | Top retirement plan advisors are having the lifetime income conversation with plan sponsors. That's because the discussion around guaranteed lifetime income has been steadily growing since the SECURE Act of 2019 changed safe harbor provisions to protect in-plan annuities. Participants have long wanted lifetime income built within their retirement plans, mirroring the benefits of now essentially extinct defined benefit plans. They understand that guaranteed income has a significant role in securing their retirement and are looking to their employer to help them in that process.
When asked about their views specifically on guaranteed income, many plan sponsors see that a guaranteed income solution can improve the risk/return profile for participants. In addition, they see a growing need to explore the available options for lifetime income given the current market environment, but where do plan sponsors begin?
Our panel of leading retirement plan advisors offer their perspective on what plan sponsors need to know about lifetime income.
November 8 | Given the wide dispersion of returns and a larger opportunity set available across the private markets, where should institutional investors be allocated today? Outperformance and diversification are top considerations, as are more recent trends in accessing customized solutions that target specific portfolio objectives as well as availing of alpha opportunities from new technologies.
This webinar highlights the tailwinds – and challenges – across private equity, private credit and specialty finance, providing insight into market segments and sectors that leading managers are focused on. How should investors in private markets be positioned as they navigate the wider macro and economic environment? A closer evaluation of investment strategy, deal terms, valuations and benchmarking are at the forefront, with this expert panel sharing practical and timely perspective across the private markets.
November 2 | How and why institutional investors are considering mobile device compliance with SEC record-keeping requirements
Institutional investors face increasing pressure from regulators, boards and participants to meet compliance, ethics and transparency requirements. This is well understood where emails are concerned, but text-based mobile communications are typically harder to govern. High-profile SEC crackdowns on investment-related texts have expanded beyond institutional brokers into asset management shops, even the historically immune realm of private equity. While some firms are betting on a friendlier administration to reduce scrutiny, SEC fines ranging up to nine figures show no signs of slowing down.
T-Mobile for Business has expertise in the subject from working with financial institutions on their mobile communication compliance policies. It offers an app-based solution which records and retains text-based messages in accordance with new or more strictly enforced SEC requirements. It can also be configured to redact PII and other sensitive information or problematic language. Industry veteran and T-Mobile for Business sector adviser Katherine Hill will share insights in this conversation for the asset owner and asset management communities.
November 1 | Artificial Intelligence (AI) has been a hot topic this year, both in the financial industry as well as all industries. While AI technology is often what people think about first when they hear the term AI, the potential impact of artificial intelligence on other industries is far reaching.
Join Dave Egan, Senior Equity Analyst at Columbia Threadneedle Investments and AI specialist, as he explores the following:
• The current state of AI
• The impact artificial intelligence can have across industries
• What this means for AI investing
• What’s next for AI
October 18 | Over the past year, emerging markets have been rather challenged for investors. Yet, as incomes rise and urbanization expands, demand for technology and infrastructure increases, and valuations become attractive, these developing markets present considerable growth potential.
Join experts from abrdn and Segal Marco, as they discuss current trends and factors to consider when allocating to emerging markets, including:
• Identifying opportunities through an income lens
• Benefitting from nearshoring and the changing structure of global supply chains
• Sourcing opportunities in frontier markets at both the corporate and sovereign level
October 11 | Institutional investors are not simply investing in real assets, some are considering them a core portfolio holding. Their inherently defensive nature and potential benefits, including stable risk-adjusted returns, inflation resilience and diversification, have put real assets in the spotlight. From infrastructure, both physical and digital, to metals and mining and renewable energy, a host of segments provide timely and selective opportunities for asset owners to consider.
Our panel of specialists takes a deep dive into the underlying drivers of performance across real assets and shares their current areas of focus, while navigating market challenges. Supportive legislation and developing technology are additional considerations, as well as a growing focus on sustainability alongside financial returns.
October 4 | Investing in Emerging Markets (EM) sovereign bonds has been mainstream for nearly 25 years. Over that period, the entire EM investable universe has grown in breadth and depth to become one of the most intricate in the entire fixed income space. Its intricacy originates from a wide range of risk factors across geography, quality, and duration that can offer interesting alpha opportunities to investors when understood and properly differentiated.
In the webinar MetLife Investment Manager Emerging Markets portfolio managers Thomas Smith and Todd Howard will dive into the current investment environment for EM fixed income and specifically focus on areas we believe alpha can be captured through differentiation.
September 27 | Retirement plan advisers are approaching DC plan design in innovative ways as they work with their plan sponsor clients. Recognizing that plan participants face complex challenges, including inflation, rising interest rates and continued economic uncertainty, they are embracing new product offerings as they assess investment diversification, employee savings behavior, automation and approaches to education that drive positive participant outcomes.
Our panel of industry experts shares the latest thinking on the elements of DC plan design, including customizing the QDIA, refinements to automated features, the use of data to drive engagement and personalization and embracing participant behavior to craft successful solutions to employees’ retirement security.
Wednesday, September 20, 2023 | DC plan sponsors are seeking retirement income solutions that address key risks participants face in retirement but alsoprovide flexibility to meet participants’ unique needs. However, the variety of options—each with distinctive features—can create a challenge to compare them on a level playing field.
AB’s latest research, Leveling the Retirement Income Playing Field: A Comprehensive Framework for Evaluating Diverse Lifetime Income Solutions, is designed to help. Their framework evaluates potential outcomes for different lifetime income solutions while accounting for their costs and risks—many of which can’t be seen on the surface. And it’s all done through the lens of the individual participant.
Please join us as we discuss these issues to help you along the path of education to implementation. Jennifer DeLong,Head—Defined Contribution, along with Andrew Stumacher, Managing Director—Custom Defined Contribution Solutions, will share insights on what participants want and need in retirement—financial security. Christopher Nikolich, Head of Glide Path Strategies (US) and an architect of AB's research, will present a holistic framework examining these key findings:
• Many participants may run out of money in retirement if they don’t have explicit lifetime income insurance.
• Incorporating insurance into a participant’s asset allocation may improve sustainable withdrawal rates in retirement.
• Certain forms of insurance can produce “side effects” for participants, such as growth opportunity cost and mortality risk.
• A framework to evaluate different income solutions must assess the individual rather than the average participant; measure total costs—not just explicit fees—and consider both income and balances.
• Because insurance enables higher exposure to growth assets, longevity risk can be significantly reduced without an incremental cost, on average, versus a traditional target-date fund.
Asset allocation considerations for Public DB Plans
Wednesday, September 13, 2023 | Following the Great Financial Crisis, investors grappled with over a decade of near zero-interest rate policies and the implications for their portfolios across asset classes, traditional and alternative. Asset allocations naturally shifted as a reflection of this economic backdrop. However, that economic backdrop has rapidly reversed course by way of accelerated repricing of cash rates, a reversal of easy monetary policy, and for the first time since 2008, the potential ability to generate returns in bond markets aligned to typical public plan performance objectives.
This change triggers the question – do current fixed income allocations reflect today’s economic environment and expectations for the next economic cycle?
In this webinar, T. Rowe Price multi-sector credit Portfolio Manager Saurabh Sud and Lowell Yura, Head of Multi-Asset Solutions North America and Portfolio Manager will discuss recent survey findings and public DB client trends that bring into focus key elements of fixed income portfolios that we observe today, the potential for unintended risks to be embedded, and a framework to help guide these considerations as investors revisit the potential for fixed income to play a larger role in portfolios.
Tuesday, September 19, 2023 | As employers of all sizes face a talent shortage, they are zooming in on the defined contribution plan as a key benefit to aid with employee retention and improve overall employee satisfaction. How are small-, mid- and large sized DC plans adding to the product lineup and improving communications to meet employee needs for overall financial wellness and ensure they can maximize income in retirement?
This panel will reframe the conversation to meet today’s challenges and provide RPAs and advisors with best practices and solutions.
Wednesday, September 6, 2023 | For endowments and foundations – whether educational institutions, associations or charities – strategic portfolio management is built on plan objectives, spending policy, liquidity needs and risk management. How are OCIOs helping with tactical adjustments and optimal exposures for non-profits in the current market environment?
For hospital systems and healthcare organizations, OCIOs need to pursue a dynamic and multi-asset investment approach to their long-term operating portfolio, retirement assets, insurance portfolio and foundation assets. How are OCIOs helping them deliver on strategic objectives, enhancing their overall risk-return profile and providing additional bundled services?
With many corporate pension plans enjoying positive funded status, how has their investment strategy evolved as they navigate the current macro environment? Depending on their situation and objective, plans are looking to minimize volatility for return-seeking assets, add diversification via alternative assets and private markets, pursue enhanced liability-driven investing, and explore and prepare for pension risk transfer.
At this timely webinar, OCIO experts dig into the current investment priorities and approaches that defined benefit plans are pursuing to meet their obligations to pension beneficiaries. Our panelists also share how OCIOs are delivering value-added services, including thought leadership and education, and providing customized solutions that meet specific plan needs.
Defined contribution plans, designed as diversified, long-term portfolios that can weather a host of macro conditions, continue to evolve. Plan sponsors today are making subtle, but significant, structural and investment-related changes to build in even greater financial resilience for participants, broaden benefits and boost plan engagement. As sponsors focus on strengthening their plans, they’re incorporating greater diversification, adding alternatives and broadening fixed income. They’re also offering custom portfolios that combine target-date funds and managed accounts. Retiree asset retention is another key theme that allows plan sponsors to retain scale as they consider and adopt a range of retirement income solutions.
Our panel of industry experts shares the latest thinking on the DC investment menu and plan enhancements aimed at bolstering retirement security.
To combat inflation, central banks have adopted measures such as raising policy interest rates and implementing quantitative tightening. These actions are having a dampening effect on economic growth and are raising concerns that a recession is imminent – the question is “How long will it last?” and ”How does this affect pensions in Canada?
Industry experts share various approaches to protecting pensions – on June 22nd’s webinar at 2pm Eastern.
• Low volatility strategies in a holiday volatility environment
• Current Trends ins Canadian Pension Risk Transfer
• Pension resilience
• Pension management tools
Investors and solutions providers are increasingly struggling with the investment solutions industry’s current lack of standards, one of several critical challenges hindering a continuation of the industry’s recent rapid growth.
Chestnut Advisory Group is launching the Chestnut Solutions Institute™, a membership based independent think tank, designed to address these challenges by providing market intelligence and insight to the entire solutions/OCIO ecosystem. This webinar represents the first step in the Institute’s mission to help educate and inform investors and solutions partners and to influence burgeoning new solutions industry standards.
In this webinar, Chestnut Managing Partner Ravi Venkataraman and a panel of solutions business leaders, each of whom are Institute Founding Members, will discuss key issues facing investment solutions businesses today, including:
• Solutions and OCIO models and capabilities
• Fee structures and conflicts of interest
• Partners, competitors and intermediaries
Building on the encouraging post-pandemic trends of last year, emerging markets performance started the year strong. Valuations that had fallen dramatically now look attractive relative to developed markets. China’s reopening, divergent interest rates and lower inflation relative to the U.S. provide tailwinds as well. What are the countries and sectors that are seeing favorable structural trends and strong growth potential? How are asset managers applying fundamental, bottom-up analysis within their investment framework, both for equities and fixed income, that can withstand challenging market cycles?
Active managers share a timely perspective on opportunities as well as challenges in the emerging markets, the need for diversified allocations over the long term, opportunistic situations, and their methodologies for alpha generation and ESG integration.
Midyear 2023 Global Market Outlook
Given the macroeconomic and market events of the last few months, our market outlook has been sharpened as we look toward the rest of 2023 and beyond. An overarching theme for both the global real economy and financial markets for the past few months — and even looking forward into 2023 — has been the tectonic shift from a world of abundant liquidity to one where liquidity is now being drained at an unprecedented speed and intensity. Looking forward, the relevant question now is what comes next?
With this in mind, please join State Street Global Advisors on June 7th at 2PM for a special discussion with members of the investment team who will be sharing their views on the global markets and key investment themes for 2023 and beyond.
In this live webinar we will discuss:
• Our macroeconomic outlook
• Market outlooks for fixed income and equities
• Key investment themes, including China, finding income in volatile markets, thoughts on investing outside the US, and downside protection strategies
Key highlights of the Midyear 2023 GMO include State Street Global Advisors’ views on inflation, fiscal and monetary policy, the structural factors anchoring long-term rates, and equity growth prospects across regions. As always, our forward-looking market outlook identifies the risks that we see in the current market as well as the return/outperformance opportunities we see for institutional investors. Please join us.
Despite the long road to tackling the challenges of climate change, institutional investors are moving forward on refining their climate-related investment strategies. They are using a sharper lens on risk mitigation and improved benchmarks on carbon emissions. A wider investment opportunity set, beyond renewables, spans a range of companies and sectors that are leading climate change mitigation and adaptation. Areas such as carbon earnings at risk and index transparency are increasingly top of mind for plan sponsors. This discussion by leading asset managers and index providers will highlight a multi-faceted approach to climate risks, how to evaluate companies on their ESG credentials and ability to navigate the climate transition, current advances in data and disclosure and, importantly, upcoming regulatory efforts to watch.
Asset owners of all stripes continue to seek strategic partnerships with OCIO providers for discretionary investment management and shared fiduciary responsibilities. As OCIO mandates have evolved to help them meet the increased velocity and complexity of markets today, OCIOs have stepped up with flexible and tailored solutions that address the specific portfolio objectives of different asset owners. Alternatives and private investments, multi-asset exposure, liability-driven investing and ESG integration are all in demand, and can be delivered via full, partial and hybrid OCIO approaches.
Join this audio webinar by leading OCIO providers on the evolving investment opportunity set, the range of value-add services including thought leadership, performance reporting and compliance, and where they see the next areas of OCIO innovation.
Is your portfolio prepared for the potential effects of an unexpected twist in global productivity?
We have transitioned to a more volatile, inflationary world—one that necessitates more sophisticated investment strategies and highly nuanced diversification that moves beyond the simple extrapolations of past data.
In this new environment, a deep understanding of productivity gains, and their links to profits and asset-class returns, could redefine strategic allocations and the investment decision-making process.
Please join an interactive conversation, where you'll hear expert insights on:
• The dynamic relationship between productivity and profits
• Productivity X Factors to keep an eye on
• Sector- and country-level implications
• The potential impact on long-term, multi-asset allocation