September 12, Chicago | Discover and celebrate the trailblazing women shaping the future of institutional investing! Pensions & Investments proudly presents the 2nd Annual Influential Women in Institutional Investing recognition program where we honor women making waves in the professional investment and retirement market, driving positive change in the industry.
September 24, Chicago | September 26, New York | This event will bring together a pan-institutional group of asset allocators to discuss a range of approaches to fixed income across the public and private markets. Whether for income generation, defensive or, increasingly, return allocations, asset owners and industry providers will share their timely and forward-focused strategies.
October 8-9, Atlanta | Explore derisking strategies for corporate pension plans at our redesigned conference, formerly known as 'Managing Pension Risk & Liabilities.' Dive into hibernation and termination approaches in sessions spanning a day and a half, featuring panels, presentations, and interactive discussions on market trends and broader pension derisking issues.
October 20-22, Pasadena | 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 manage an array of other responsibilities.
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.
November 13-14, Sacramento | Following a highly successful inaugural event last year, Pensions & Investments’ Public Funds Conference in 2024 will bring together asset owners for a day and a half of unparalleled educational programming and networking. Public pension plan management and governance, investment strategy, asset allocation and risk management will be front and center of the agenda, with lively discussions in an intimate environment.
We’ll be in Chicago at an all-new venue that will facilitate even more networking and knowledge exchange over two days. At our April 2024 inaugural conference, we hosted over 200 delegates who engaged in robust discussions on private equity, private credit and strategic portfolio issues. We are committed to maintaining a 1:1 ratio of LPs to GPs this year as we convene again to tackle the challenges that LPs face as they allocate capital to these dynamic and evolving markets.
September 19 | We have found that the typical defined contribution (DC) plan menu offers more than a dozen growth-oriented funds, an entire set of target date funds, and 2-3 bond funds. But when it comes to capital preservation funds, many plans have just a single offering that rarely changes, may be woefully out of date, or selected "by default."
In 2024, we think the combination of major shifts in demographics, regulations, and interest rates necessitates a more deliberate decision on your capital preservation fund selections.
In this webcast, DC plan professionals explain why they are revisiting this often-overlooked, but important part of their retirement line-ups.
September 25 | Asset owners’ pursuit of environmental, social and governance themes across their investment portfolios continues apace, and sustainable approaches and strategies are evolving to meet the demand. As sustainable frameworks, benchmarking and regulations continue to shape the landscape, investors are employing both active, bottom-up security selection and passive approaches that employ innovative indexing methodologies.
What are the top themes across sustainable dimensions being considered today, and how are material ESG factors being used across the asset classes? Which regulations are driving investment decisions, alongside notable advances in sustainability data and metrics? This webinar covers the latest developments in sustainable investing by institutional allocators via active and passive strategies.
September 26 | Amid the positive outlook for potential Fed interest rate cuts, concerns about a possible recession, and market volatility influenced by the upcoming presidential election, experts predict a resurgence to come in small cap stocks. Small caps are attractively valued across the globe, notably trading at discounts to large caps, with different geographies that may offer other opportunities:
-US: Leaders in software development and implementation, industrial companies that cater to specific niches, and high-quality consumption businesses
-International: Niche digital providers, energy transition plays, and industrial leaders
-Emerging markets: Domestic consumption businesses capturing the aspiring middle classes, technology businesses, and companies benefitting from nearshoring and reshoring trends
June 18, Chicago | June 20, New York | Join P&I's Retirement Income Conference for a full day of networking and lively discussions as we share options, advice and solutions while attempting to move the needle closer to the adoption of optimal retirement income solutions. Join us in either Chicago or NYC!
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.
June 11-12, Chicago | P&I’s Sustainable Returns conference leverages 8 years of experience producing ESG content for US institutional allocators – and relaunches with a focus on sustainable investing for the long term. Asset owners continue to look at long-term trends from a climate and societal angle while managing governance and investment risk. This conference will be suited to investors looking to establish or evolve a practice around sustainability, from the perspective of both alpha generation and risk management.
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.
May 7, New York | Join us for an exclusive discussion for insurance allocators! Hear directly from your peers on how they are strategically navigating the current macroeconomic landscape, addressing portfolio design, asset allocation shifts, and key regulatory concerns.
April 9-10, Chicago | Pensions & Investments has a proven track record of delivering the most relevant content to attract LPs from across the institutional landscape. Leveraging that expertise, our 2024 Private Markets Conference will focus on the evolving conversations within the dynamic world of private alternatives investing.
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.
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.
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.
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.
September 11 | Private credit remains at the top of the list for institutional allocators looking for diversification and higher return potential versus public credit. Even as capital inflows continue into the space, investors have become more discerning across a wider opportunity set ranging from corporate credit – still the core allocation in private credit for many investors – to asset-based private credit, fund finance, specialty finance and more – depending on their target portfolio objectives.
Our panel of experts will share their macro perspective and its impact on current and potential opportunities across private credit. They will dig into the nuances of specific segments and their underlying market drivers. And in a shifting rate and credit cycle that has resulted in a wider dispersion of returns by managers, they double-down on the type of manager experience and expertise needed in private credit in order to deliver the risk-adjusted returns that investors seek.
August 14 | Defined contribution plans are a key aspect of talent hiring and retention today as plan participants place even greater importance on their financial security. Yet many employers face the challenge of delivering tailored and holistic benefits, which requires significant effort and comes with fiduciary and compliance risks. Ultimately, this impacts their ability to ensure better retirement outcomes for their employees. This expert panel explains how pooled employer plans, or PEPs, have emerged as an innovative alternative that addresses changing participant needs while meeting the fiduciary obligations of plan sponsors.
You will hear from a Pooled Plan Provider and a record keeper on how PEPs are helping employers to provide a robust DC plan that helps their plan participants boost their retirement outcomes. They will share how the PEP structure can meet the needs of each participating employer’s requirements – and provide the underlying context on PEPs that they believe will be a significant part of the retirement industry of the future.
July 31 | Are You Prepared for the Future of Defined Benefit Plan Management?
Join our exclusive webinar for the latest insights and strategies to manage a variety of plan scenarios.
Key Topics Include:
–Interest Rate Management: Discover the latest strategies for managing interest rates effectively within both closed and open defined benefit plans.
–Liability Hedging Diversification: Explore ways to enhance your liability hedging portfolio by introducing diversifying assets to potentially increase expected return for a given level of risk.
–Return-Seeking Bucket Strategies: Learn about tools to potentially improve the composition and management of the return-seeking portion of your defined benefit plan investments, regardless of whether your plan is open and on-going or closed/frozen.
July 10 | For years, retirement plans focused entirely on accumulating savings—until now. As more than 11,000 Americans per day reach age 65, plans need to take it a step further and consider how participants will spend that savings and make it last for potentially 30 years or more.
Join Tim Pitney, Head of Lifetime Income Default Solutions at TIAA, Lisa Schwartzenburg, Assistant Vice President, Human Resource Operations at Gonzaga University and Tim Irvin, Senior Financial Advisor at CAPTRUST to learn how to create, structure and deliver effective income solutions for giving workers the best chance at secure retirements. They’ll cover:
-Various in-plan default investments with post-retirement withdrawal strategies
-Fiduciary considerations surrounding offering in-plan annuity options
-Tools and best practices for guiding participants through the complexities of spending decisions
June 26 | Defined contribution sponsors are evaluating and improving their plan investment menu with an eye toward boosting their participants’ financial security. Today’s chief catalysts include higher interest rates — which have led to fortifying target-date funds with higher-quality, less volatile fixed income allocations — as well as an industry-wide focus on improving retirement outcomes — which has encouraged plans to consider a range of solutions from capital preservation options to lifetime income products. Many plans are also evaluating alternative investments to enhance diversification on the menu.
The march toward customization that can better meet individual participant needs also continues apace, via managed accounts, personalized advice, and multi-asset solutions. This panel of DC industry experts will share the latest thinking by DC plan sponsors on the investment menu, key solutions being considered, product innovations and the wider regulatory developments that plan sponsors need to keep in mind as they rise to the challenge of improving financial outcomes for American workers.
June 12 | Corporate pension plans find themselves in an opportune moment at full or near full funding levels – and several are even enjoying a surplus. Yet with continued geopolitical and macro uncertainties, DB plans are actively engaged in refining their investment strategy in order to protect – and even advance – their gains in funded status. Reducing funded volatility, improved cashflow matching, tightening hedges and diversifying the LDI program are all on the table while, on the return-seeking side, more active and customized approaches are under consideration. This expert panel of asset managers and consultants shares insights and strategies for derisking and enhancing the end portfolio, viable strategies for surplus management, and the ways that they are delivering diversified asset management along with value-added data and analysis.
June 5 | Corporate pension plans are sponsored by more than 500 of the Russell 3000 companies. During the last few years, many of these pensions have become fully funded for the first time since 2008 and, because of widespread adoption of liability driven investing (LDI), bonds now represent a majority of pension assets. With more in hedging assets and less equity risk, pension surplus is likely to persist.
Join our panel from MetLife Investment Management to discuss possible uses of excess pension assets and the benefits of maintaining, i.e., not spending, a surplus.
June 4 | In the dynamic landscape of Canadian pension plans, managing risk is paramount to safeguarding long-term financial stability. We’ll delve into key strategies for managing risk within pension plans, exploring approaches such as LDI, asset allocation adjustments and hedging techniques.
We’ll also discuss emerging trends and best practices for effectively derisking pension portfolios and the implications of derisking on investment performance and funding levels.
May 29 | Will 2024 be the year when real estate rights itself? While interest rates seem to be near the top and consumer confidence persists, the interest rate cycle still dominates the sector – and recovery is varied by property type, location and quality. But several segments – both public and private – could present opportunity, given current valuations and underlying tailwinds, from data centers to repurposed office space and industrial properties to retail and multifamily.
Two leading real estate investment managers take stock of how the current market environment could play out across several segments and where they are focused, including new opportunities that may be poised to outperform over the next cycle. Panelists will also cover real estate’s new paradigm: Strong due diligence, robust investment structures and consistent management to deliver performance.
May 22 | The investment environment in the emerging markets has widened to include fast-growing companies in the technology, e-commerce and energy sectors, among others, making it more attractive for institutional allocators to achieve attractive risk-adjusted returns. The movement of manufacturing away from China and into a number of EM countries also supports the broader opportunity set. From the macro aspect, the start of an easing cycle in the U.S. and other countries should have a multiplier effect on the EM economies and continue to help drive consumer demand. This panel of EM experts takes a deep dive into evaluating different markets, sectors and assets on a case-by-case basis, while making a strong case for bottom-up active management. Should China be viewed separately from the rest of EM? Which countries are seeing greatest progress on corporate governance? How can investors deal with currency volatility? Join us for this timely and insightful discussion on the emerging markets.
May 15 | Three retirement plan providers that look remarkably different – operating across different Defined Contribution markets with dissimilar employee populations – have arrived at a similar approach to decumulation support. Join State Street Global Advisors and senior leaders from Nest (UK), New Ireland (Ireland) and Unum (US) for a discussion on the drivers and challenges of bringing a retirement income solution to plan members, and how despite the disparate business needs, each of these internal dialogues led toward the same solution set.
May 8 | Institutional allocators are actively examining investment opportunities across the energy transition value chain, as more companies move to adopt – and improve their progress toward – low carbon goals in the shift toward a net-zero emissions economy. It’s a burgeoning space with expanded usage of renewable energy, advances in technology, more data availability, and global regulatory policy that encourages clean energy and energy security.
This webinar will help asset owners decipher the breadth of energy transition strategies today, from the use of clean technologies in power generation, EVs and renewables, to the clean-energy supply chain and additional sectors leading the way in embracing low carbon and net zero goals. It will highlight current strategies, both listed and private, that investors are pursuing – while also maintaining appropriate risk-adjusted return targets.
Panelists will share insights into some current transition-related funds and strategies, and they will address challenges such as how investors are positioned for the long investment cycle, valuations, data and measurement issues, and wider economic impacts.
May 1 | DC plan sponsors are keen to offer employees retirement income products that can help improve their retirement security, while plan participants want employers to provide in-plan options, according to several industry surveys. With slow uptake by DC plans, what are some practical and educational ways for RPAs to help their DC clients move purposefully on this issue? This webinar covers the initial decision-making, due diligence in the RFP process, offerings that are part of the default, managed accounts and related services, and implementation advances by providers that are boosting collaboration across the industry.
April 24 | Given the current economic landscape, navigating pension risk management strategy has become increasingly complex. Challenges and opportunities presented by today’s environment, including higher plan funding ratios, elevated interest rates, and uncertainties in equity returns, may require a re-evaluation of your pension risk management strategy.
Join a panel of pension specialists from Principal® to learn more about:
-Ways to navigate change in our economic climate
-Assessing the impact of strong funding ratios
-Alternative pension risk management strategies
-How advancements in real-time data can empower your decision-making
April 17 | Institutional allocators in fixed income are always scanning the horizon for signals on macroeconomic shifts and the next central bank moves. Even in the midst of the very positive resurgence of fixed income, they need to carefully navigate this transition period for interest rates and inflation so they can remain on track to achieve their long-term objectives. It’s an opportune time to reach for quality with reasonable risk exposure across several segments of fixed income, and stretch out on the credit spectrum into high-yield, emerging markets, and other sectors.
Our panel of fixed-income experts cuts through the market complexities to share what’s top of mind for the different types of institutional clients today. You’ll also hear what’s current in fixed-income indexing and the use of actively-managed ETFs, new developments in systematic indexing, and opportunistic segments – including private credit.
April 3 | Governance, implementation, specialist manager access, market complexity, lack of expertise or bandwidth: a host of reasons are behind the diversity in types of institutions and the growth in scale of capital pools that are engaging OCIOs, or outsourced chief investment officers. With allocators focused on alpha-generating sources of return as they look ahead to the next decade — particularly via alternatives and private markets — OCIOs are bringing their discretionary expertise and specialized relationships with asset managers to the forefront. Many OCIOs are delivering flexible and custom mandates, tailored to specific allocator segments and even specific institutions’ needs within each segment, which is further encouraging industry growth. OCIO performance measurement, value-added services and education, and innovative methods of accessing asset managers are all top of mind for asset owners as they partner with OCIOs today.
Our panel of OCIO experts shares the latest in types of mandates, current priorities for different allocator types, and the greater efficiencies being delivered through new data and technology that, while significant, will not replace the more nuanced collaborative relationship.
How institutional investors are embracing the reality and combatting the risks of how – and where – we conduct business
March 27 | Conducting business on mobile devices – e.g., phones and laptops – is a necessity in our industry. However, compliance and security gaps continue to surface, despite compliance policies and data safekeeping measures. These gaps are creating regulatory and reputational risks, some with hefty associated price tags. For example, the SEC is now targeting investment companies for “off-channel” communications. Similar efforts with institutional broker-dealers resulted in nearly $3 billion in fines in less than two years. Meanwhile, access and data through mobile devices remain a favorite breach point of cybercriminals targeting investor data. Recent events show that even pension funds are not immune to attacks.
In this webinar featuring compliance and security solution experts from T-Mobile for Business, we’ll cover:
• How compliance gaps occur in mobile device communication
• Policy vs. technology solutions
• How and where access and data security gaps occur on mobile devices
• SIM, app and device-based solutions