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.
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.
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.
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.
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
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
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.
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.
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
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