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.
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.
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.
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.
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 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 25 | The defined contribution industry is embracing retirement income offerings, with plan sponsors actively evaluating and implementing a range of options. There’s no one size fits all, with both non-guaranteed and guaranteed approaches that include managed payout and lifetime income products. Record keeper capability to implement them is top of mind, as is ensuring participant uptake. How are sponsors able to assess retirement income to ensure suitability for their plan participants? What does a personalized approach for retirees need to take into account? How are providers delivering simplicity, flexibility and ease of implementation today?
Our panel of industry specialists offers current perspective on what’s top of mind for DC plan sponsors evaluating retirement income, key features of offerings, and what’s needed to push forward wider implementation.
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.
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
Covid 19 imposed many new realities on the U.S. economy: more uncertainty and volatility, new consumer behaviors, and a growing dispersion between “winners” and “losers”. In this webinar, we will debate how post pandemic behaviors are re-defining the real estate sector.
• How are migration trends affecting real estate demand?
• Is the U.S. housing market actually undersupplied?
• What is the outlook for “Zoomtowns”?
• Is capital leading or following these trends and does it signal an opportunity?
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.
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 industry leaders – 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.
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.