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.
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.
May 9-10, Hyatt Coral Gables, Miami | There’s been a consistent evolution in the types of opportunities available across private debt, private equity, real estate and more – as well as more sophisticated paths to target specific portfolio objectives. Are the private markets too saturated? Potential risks can be tempered via considerations such as choosing the right GPs, accessing the right vehicles, and understanding potential risks in the current market challenges.
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.
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.
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.
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.
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.
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.
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. Website coming soon.
In a rapidly evolving retirement marketplace, retirement and wealth advisors are battling to differentiate their practices in the face of services commoditization, industry consolidation and eroding margins. DC-centric aggregator firms are using advancing technology and data to broaden their reach to a new revenue stream – leveraging the participant relationship to build a Wealth Management Practice.
Join State Street Global Advisors’ Greg Porteous, Head of DC Intermediary, Peter Hill, Head of Emerging Institutional & Model Portfolio Solutions Channels, and Dick Darian, Founding Partner, Wise Rhino Group, for a conversation on the benefits and obstacles on how plan sponsors, wealth managers and retirement advisors can work together to better serve DC plan participants.
The fixed income markets present both peril and opportunity, coming off last year’s dismal market performance. Asset owners are engaged in re-assessing their fixed income allocation so they can meet diversification and – following last year’s interest rate-hiking cycle – total return objectives. With the ongoing uncertainties about the pace of rate hikes and the potential for growth slowdown, fixed income investors need to adopt a flexible mindset and opportunistic approach in order to best manage interest rate, credit and duration risks and seek out new investments. Many have taken last year’s lessons to heart, that they can no longer be complacent about market velocity and stability of fixed income going forward.
Our panel of expert asset managers – across active and passive approaches and public and private sectors – will provide their perspective on fixed income segments to consider today. They will discuss the increased dispersion across many fixed income segments, how private credit and loans are showing resilience, and the improved risk-return profile of corporate credit, among other sectors and approaches.
Longevity literacy—an understanding of how long people tend to live in retirement—is key to retirement preparedness. If you don’t have a realistic understanding of a participant’s life expectancy, you are missing a foundational component of your retirement plan: a time horizon. An engaging discussion on how to think about this theme holistically across the financial, physical, mental and social dimensions of your defined contribution plan population is planned for this session.
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.
The Inflation Reduction Act of 2022 was possibly the most significant piece of climate-related legislation in decades. The bill was more about infrastructure and addressing climate than it was about the bill's name – inflation reduction. The restructuring of many clean energy tax credits should prompt several companies to reevaluate their climate change plans.
The expansion of tax credits is consistent with the Biden Administration's commitment to the Paris Accord agreement and will likely serve as a catalyst for reaching its stated climate goals as taxes and regulation often impact investment decisions. In this webinar, we will discuss opportunities in renewable energy and infrastructure investments that we believe will benefit the most from this legislation.
Defined contribution plan sponsors are reassessing plan design and enhancing investment menus to improve suitability and choice for plan participants in light of the current inflationary cycle, and with a focus on employee’s long-term financial needs. In addition to reviewing target date funds and core menu options, customization for appropriate segments and personalization that can incorporate individuals’ financial situations are gaining steam via additional data and technology. Many plans continue to evaluate in-plan retirement income, with more solutions now available in the market. The passage of SECURE 2.0 in December and the Department of Labor’s clarification around ESG factors are also important milestones.
This audio webinar will cover current and emerging trends on overall plan design, investment considerations and customized solutions. Join us to hear how innovative sponsors are positioning their plans to improve overall retirement security for their participants.
The SECURE 2.0 Act – a package of retirement plan provisions to be met over several years – was signed into law on Dec. 29, 2022. For defined contribution plan sponsors, the 400-page Act has delivered a host of technical, implementation and plan design issues to consider, from increasing the RMD age at the start of 2023 to automatic enrollments in 2025 and additional credits into 2027.
SECURE 2.0’s dozens of provisions will have a wide-ranging impact across all types of DC plans. So what should DC plan sponsors do today to meet the regulations, and which of the future compliance and administrative changes should they tackle first? This 60-minute webinar will offer practical steps for DC plan sponsors to follow, with stages and timelines for preparation. Panelists will also shed light on expected next steps by the Department of Labor and Treasury as they tackle the details on plan features, fee disclosures, emergency savings accounts, asset allocation benchmarks, and much more.
After two years of negative performance, gold could be at a crossroad heading into 2023. While investors may be questioning gold’s role in a portfolio, this year may present new opportunities for gold to reinforce its long-standing position as a portfolio diversifier.
There are therefore many questions to consider that will have an impact on where gold prices head from here, including:
• What will happen to interest rates?
• What's the future of inflation?
• How will current tensions around the world play out?
This is a complex mix. The number of potential outcomes this time would suggest that gold may remain part of the solution for many.
As we conclude a highly volatile 2022, investors are anxiously looking for economic, policy, or geopolitical signs that a sustained market recovery is coming. We do believe that markets will begin to recover in 2023, but we also believe that the pain that investors currently feel may not lastingly subside until mid-year, with the exact timing of the relief tied to the actions of central bankers. A meaningful lowering of inflation, and risk assets finally finding their bottom, should trigger a cyclical weakening of the dollar and provide a catalyst as well.
As institutional investors reassess their portfolio strategy to be more resilient to inflation and market volatility, many are looking at infrastructure, via both listed and unlisted assets.
In traditional sectors such as utilities, transport and telecommunications and newer sectors in digital infrastructure, there are compelling opportunities today for long-term, stable returns, while bearing in mind the liquidity needs and risk tolerance of investors. Sustainable infrastructure has evolved across different sectors, and continues to develop in interesting ways.
Join us for this timely webinar and hear from a panel of experts on a range of infrastructure opportunities, how listed and private approaches can deliver on portfolio objectives, and the key capabilities necessary for infrastructure fund managers today.
With the funded status of pension funds seeing huge improvement on the back of strong market returns in 2021, there’s been a continued focus on pension risk transfer activity as well as ways to further refine risk mitigation strategies that can weather potential market volatility and a rising interest rate environment this year.
For plans who have moved further along on the LDI glidepath, what are the key considerations to keep in mind? For those who want to maintain a dynamic approach to pension risk management, what are some best practices and investment opportunities to consider as they look ahead?
What are key success factors for a PRT transaction that plan sponsors should keep in mind?
This timely webinar offers current perspectives on managing and mitigating pension risk to achieve target outcomes
In a period of increased geo-political risk and tighter monetary policy around the world, can emerging markets allocations deliver the diversification and return that asset owners expect going forward?
While negative investor sentiment has impacted overall EM performance earlier this year, active management of growth opportunities in companies and sectors across several emerging markets continues to deliver value for investors. Despite the more challenging credit conditions across various regions, EM debt allocations, both corporates and sovereigns, are supported by a number of underlying fundamentals.
Join us for this timely discussion that offers forward perspective to 2023. Our panel of EM equities and debt specialists will share insights on EM countries, sectors, issuers and investment strategies that institutional investors should consider – and warn against those to avoid or wait for improving conditions.
Innovation in ESG Investing
Even as asset owners remain strongly focused on performance as they navigate through this challenging market environment, they continue to pursue effective ESG strategies — whether that’s assessing material ESG risks in mainstream strategies or investing in sustainable and impact opportunities. ESG investing has moved beyond identifying ESG leaders and highly rated ESG companies to a broader array of custom solutions and thematic approaches. Challenges in data standardization remain, but asset managers have moved forward with proprietary tools to harness increasing amounts of ESG data and with improved clarity around their ESG strategies. Join us for this 60-minute audio webinar where our expert panel will discuss the latest in:
· What’s ahead across the spectrum of ESG strategies
· Opportunities in the transition to a net zero economy
· Customization with an ESG lens
· Engagement and impact
· ESG data access and management
· Upcoming themes from biodiversity to human capital
Does the driver of inflation matter for asset allocation decisions going forward? Join us for a conversation on inflation, where it’s going and what it means for asset allocation.
A panel of experts will discuss:
As hiring and wage pressures continue, your retirement plan and benefits package is an effective and efficient way to help participants (and your organization) succeed long term. Join our experts as they discuss three timely trends for 403(b) plan sponsors.
These insights are relevant for retirement plan sponsors, human resources leaders, and investment decision-makers, as well as for retirement plan advisors and consultants.
Institutional investors are taking a closer look at real assets for inflation protection, diversification and yield that can help them stay on track to achieve their return targets. Which specific real assets – from real estate and infrastructure to commodities – should investors be considering for different objectives? What are some optimal ways to allocate to the different real assets? Is it a multi-strategy approach or a specific sleeve? When are active and indexed approaches most appropriate? How has sustainability progressed across the real assets landscape today?
This hour-long audio webinar takes a deeper dive into real assets segments such as commercial and multi-family real estate, commodities, gold and more, giving investors current insights on opportunities and risks to watch, as well as the latest developments on ESG integration, portfolio monitoring and benchmarking across allocations
Email and registration page copy: SECURE 2.0 is poised to change the 403(b) investing landscape by extending the ability to invest in collective investment trusts (CITs). In anticipation of the enactment of this provision, it is important to consider the changes in store for 403(b) plans.
Join experts from State Street Global Advisors and Aon for a discussion of:
Plan sponsors are in an intensive period of review and refinement of their defined contribution plans in response to the current market environment, shifting workforce demographics and evolving employee expectations. Many sponsors are reassessing the appropriateness of their plan investment menu given rising inflation and market volatility, and are considering how best to respond to participants’ needs on retirement income solutions and sustainable investing options.
This audio webinar will cover current and emerging trends from overall plan design and investment considerations to newer participant demographics approaches and customized solutions.
Join us to discuss how innovative plan sponsors are fine tuning their plans to improve overall retirement security for their participants
Fidelity research found that many institutional investors outperformed expectations in 2021 but are now less confident about meeting their future return targets. Facing headwinds from a shifting macro environment and potential long-term higher inflation, some investors are wondering how to successfully navigate current conditions.
Join us for a discussion with Fidelity’s Brett Sumsion, CFA, Portfolio Manager and Co-Manager of Fidelity’s target date strategies, David Gaito, Head of Direct Lending in the High Income and Alternatives division and Lance McInerney, CFA, Institutional Portfolio Manager, as they explore how institutional investors may seek to position their portfolio allocations against a backdrop of higher inflation and lower return expectations.
They will share their unique perspectives on opportunities for paths forward in a time of profound change and heightened volatility in global financial markets. Topics will include:
Please join one of Fisher Investments’ portfolio managers for Fisher’s outlook on global equity markets.
During this webinar, Aaron Anderson, Fisher Investments’ Investment Policy Committee Member (Portfolio Manager) will review macro factors effecting global equities, as well as where Fisher believes we are in the market cycle and what that means for portfolio positioning. Leveraging insights from our global research platform, we believe this webinar will offer useful perspective on global equity markets. Some topics Aaron will address include:
• How investor sentiment is shaping our outlook
• Inflation should moderate in the back half of 2022, easing pressure on central bankers
• Expectations for global equities against a backdrop of slowing global growth
• Political gridlock is prominent globally, reducing political risk
As institutional investors continue to explore and adopt environmental, social and governance integration, the evolution of the field has expanded to take a total portfolio view on sustainability across all asset classes. This audio webinar shares the different paths and approaches to ESG investing, how asset owners today are taking a multi-asset approach, and how they can develop a sustainability framework to meet their portfolio objectives. Our panel of experts shares the top ESG themes today as well as developments in data, benchmarks and regulation that are powering continued inflows into ESG investing across both public and private assets.
The Fed’s aggressive attempts to combat historically high levels of inflation have wreaked havoc on asset allocations in 2022. Bonds have experienced their worst performance in modern history at the same time that stocks have seen a significant correction from their post pandemic highs. Has the paradigm for fixed income investing permanently shifted or is this just a temporary phenomenon?
T. Rowe Price’s Chris Brown and Anna Dreyer, co-portfolio managers of the US Total Return Bond strategy, explore why now may be the wrong time to abandon fixed income but the right time to rethink how your portfolio is constructed. They will share their views on the evolving market environment and their insights on innovative portfolio construction, including:
With persistent volatility over the last several months, it may be time to consider a different approach to portfolio construction. Join Stephen Coltman, Senior Investment Manager, Alternatives at abrdn as he explores alternative strategies that aim to minimize the impact of market drawdowns without sacrificing the potential for positive returns.
With Kevin Lyons, Senior Investment Manager, Alternatives, Stephen will discuss:
Is accessing an intricate asset class such as illiquid alternatives simply enough to harness its potential? The answer isn’t quite simple. Determining the optimal asset allocation mix, targeting specific outcomes, and limiting performance dispersion are some of the many key aspects to consider when allocating to private market alternatives.
Key insights will include:
Choppy market conditions can cause investors to become risk averse, but we believe these conditions can actually offer some of the most attractive entry points into world-class growth companies for investors with a longer-term horizon. Join John Porter, CIO of Equities, and Miki Behr, Portfolio manager in the Global Opportunities team at Newton, for a discussion about how continuing market volatility could unearth compelling growth opportunities in the SMID Growth space.
With Patrick Lyn, Head of North American Commercial, John and Miki will explore:
Signs that inflation will ebb have not been arriving fast enough and the Federal Reserve has shifted to a more aggressive stance with raising interest rates. This is despite the impact of non-core items on overall inflation, as all as current signs pointing to a more fragile consumer and increased risk of recession.
Consumers appear increasingly stressed, relying more on credit and decreasing their rate of savings. Additional rate hikes, in combination with still-high inflation, will further pressure consumers and negatively impact growth, this year and next.
Join us as MetLife Investment Management’s Chief Market Strategist shares insights on inflation, the Fed’s current and planned actions and the outlook for a potential recession. MIM’s Portfolio Manager of Investment Grade Fixed Income offers his thinking on how institutional investors should consider positioning their portfolio during this dynamic phase of the markets, particularly as fixed income investing is facing challenges not seen in decades. This discussion will work through the complexities of the evolving fixed income market today, and provide perspective for the remainder of the year.
Demand for sustainability is growing on all fronts, from asset owners focused on risks and opportunities in ESG investing to governments providing supportive regulation as well as companies taking sustainable actions and improving disclosures. While climate change remains in the headlines, investors need to stay abreast of several themes in environmental, social and governance investing and advances in sustainable strategies and ESG practices across asset classes. The burgeoning interest in ESG investing has led to improved ratings, performance measurement and strategy implementation. At this audio webinar, our panel of experts will share their outlook on the current state of sustainable investing, assess current risks and opportunities, and offer approaches on implementation and monitoring.
Fixed income investors face challenges not seen in decades. Elevated inflation has sparked a hawkish pivot from central banks. And rising rates have resulted in the worst bond market returns in years. Today, as fixed income investors look to to re-position portfolios, they must navigate not only changing macro regimes, but an evolving marketplace. Massive amounts of data points that were once untenable are now a mouse click away. Advancing technologies and trading platforms are changing how fixed income trades are sourced and executed. And the number of market participants continues to increase far beyond the traditional network of big banks and dealers.
Join us as we discuss the complexities of an evolving fixed income market, the increased role played by market data, and explore ways to measure and unlock the liquidity potential within your fixed income portfolio.
Following a year of strong economic growth as the emerging markets rebounded out of the pandemic-induced slowdown, they have been hit by negative sentiment due to wider geopolitical events and rising inflation, which has led to greater market volatility. Many institutional investors remain wary, as they monitor the impacts of slowing growth and tighter monetary policy. Yet, opportunities persist across markets and sectors that asset managers have pursued via active, bottom-up investment strategies. At this audio webinar, our panel of experts will share their outlook on the emerging economies that have undergone a distinct bifurcation, share which markets have remained steadfast, highlight top-performing markets and sectors to date, and discuss their use of a sustainability lens across the emerging markets.
Institutional investors face heightened uncertainty from higher volatility across global markets, rising and broad-based inflation that the Federal Reserve seeks to counter via a series of expected rate hikes, and ongoing geopolitical and macro-economic risks that can impact growth. How does the current scenario compare to prior inflationary regimes? How should investors re-assess their asset allocation and position for this complex market environment? At this hour-long audio webinar, our panel of experts will share their inflation forecast, key signals they are watching, and will highlight some investment strategies and sectors that can help investors mitigate inflation risk, from enhanced duration management to high-quality credit exposures, as well as alternatives such as gold such as gold and other commodities.
As the investment industry faces unprecedented challenges, Chestnut Advisory Group and Pensions & Investments have partnered to conduct comprehensive research into the issues impacting the future of the investment industry, your organization, and your career. Our Future of Investments project has yielded a trove of surprising insights on key issues including ESG, OCIO growth, and industry M&A.
In our fifth and final webinar of this series, we will explore how asset managers can best respond to allocators’ increasing demands to better understand managers’ DEI efforts: by treating the manager’s DEI approach as an enormous growth opportunity for their entire business. Our panelists will discuss:
Now in its 20th year, Fidelity’s Institutional Investor Survey continues to uncover insights on decision-making among institutional investors and provide a benchmark for firms of varying types and sizes. Using the Investment Innovation framework that we rolled out last year, this year’s study seeks to build upon learnings and indicators from the prior survey. The Fall 2021 study indicated falling confidence in achieving return targets. Now, we look to understand how investors are adapting and evolving their portfolios to continue generating returns amid a changing market environment.
Join Fidelity’s Asset Allocation Research Analyst Jake Weinstein and Bryan Poston, CFA, Director of Market and Business Intelligence, as they share insights derived from the 2022 Fidelity U.S. Institutional Investor Survey and reveal how organizations can better align their investment program to their innovation approach as they navigate the headwinds of a shifting macro-environment.
From geo-political strife to workforce resignations, navigating market volatility and the current rising rate cycle to the increased complexity of alternative investments, a whole host of factors have accelerated demand from asset owners for OCIO in asset management. Learn the latest trends in Outsourced Chief Investment Officer mandates and what investors are looking to achieve in today’s more flexible and hybrid arrangements. With demand across the spectrum of diversified strategies and ESG investing, hear how OCIO firms are delivering on client and portfolio objectives, and learn some best practices to help steer your OCIO partnership.
The Canadian Pension Risk Strategies webinar will provide pension plan sponsors with practical, real-world information for decision-making, planning, and implementing the risk management strategies that best fit their pension plan.
Topics of discussion include:
The accelerated pace and scale of investing in alternatives by institutional investors is powered by several tailwinds in the macro and market environment. As more investors turn to alternatives to boost returns, provide diversification and meet their overall portfolio objectives, what are some areas of opportunity to consider today? Alternatives – from private equity and hedge funds to real estate, commodities and real assets – can be accessed via several active management, systematic, and passive approaches. Our panel of experts in alternatives investing explain the underlying shifts and concerns that are top of mind for asset owners, and outline both the challenges and opportunities in accessing the alternatives markets.
With inflationary pressures expected to persist through a period of more uncertainty in the global economy sparked by recent geopolitical and other risks, fixed-income investors need to monitor multiple signals even as they strive to meet long-term portfolio objectives through this low-yield environment. As the Federal Reserve works to contain inflation in this scenario, where are the pockets of opportunity for yield and diversification? Is this the time to double down on active management of fixed income? This panel of experts from leading asset management firms shares what’s top of mind for fixed-income asset owners, outlines strategies that can meet different investors needs, and reveals where there is opportunity regardless of market cycle.
Currently, there are a myriad of dynamics at play that are directly impacting fixed income markets, including Inflation, Interest rates and global uncertainty. In multi-sector strategies, such as core and core plus, uncovering opportunities and uncorrelated sources of risk can be particularly challenging for asset-owners who need to meet total return objectives. Join us for a live panel discussion on building core and core plus portfolios from the ground up and with a focus on diversified sources of alpha.
The urgency for retirement income solutions has been increasing as participant demographics and demands change, the defined benefit era wanes and the defined contribution plan becomes the primary workplace-sponsored retirement benefit – carrying the implicit expectation of solving both the saving and spending phases of retirement readiness.
In today’s webinar, we will look through the lens of research to confirm the need for both flexibility and security within a retirement income solution. Our speakers will address:
As the investment industry faces unprecedented challenges, Chestnut Advisory Group and Pensions & Investments have partnered to conduct comprehensive research into the issues impacting the future of the investment industry, your organization, and your career. Our Future of Investments project has yielded a trove of surprising insights on key issues including ESG, OCIO growth, and industry M&A.
In our fourth webinar of this series, we will explore how asset managers can best navigate rapidly-evolving investor demands to integrate ESG considerations into their investment process. Our panelists will discuss:
As defined contribution plan sponsors consider implementing retirement income solutions that can help employees improve financial security in retirement, they are relying on data and automation to find the most appropriate solutions. The use of data and focus on personalization underpins several areas for plans today, from product structure and investment menu considerations to overall financial wellness programs. Join us at this audio webinar from leading industry experts who share the very latest DC solutions being adopted today and offer insights into what’s coming next.
It’s been a rocky start to the year for bond markets as investors consider paths the Fed may take. Join us for a conversation on what happens from here.
A panel of experts will discuss:
Given the Federal Reserve’s recent hawkish pivot in guiding markets toward multiple rate hikes and potential balance sheet runoff in 2022 to mitigate persistently high inflation, the floating-rate bank loan market has garnered considerable investor attention. Against this backdrop, volatility has afflicted many asset classes across fixed income and equities. However, the leveraged credit market outlook remains fundamentally constructive, particularly for floating-rate bank loans. Leveraged loans have always provided a unique yield-duration profile, offering investors attractive income while partially hedging interest rate risk.
Please join Fixed Income CIO Andy McCormick and Head of Global High Yield Paul Massaro as they discuss their views on several key topics including:
For investors seeking exposure to non-rewarded risk factors, such as macroeconomic factors, Scientific Beta is offering a new suite of macro indices designed to capture the equity risk premium with additional exposure to unexpected shocks or the surprises of targeted macro factors.
In this webinar, we will present Scientific Beta’s equity inflation indices, the first in a series of macroeconomic factor indices that provide long-term equity performance with additional inflation protection compared to a traditional cap-weighted equity index. Their high liquidity makes them ideal candidates as a replacement of cap-weighted indices in a multi-asset portfolio. We will also present equity indices targeting further macro variables (interest rates, term spread, credit spread).