The outsourced chief investment officer business continues to evolve. While OCIO providers still reach out to the industry’s traditional base of defined benefit clients, the second phase is adding business from other institutional investors. P&I discussed these topics in a roundtable discussion with Heather Myers, partner and nonprofit practice leader at Aon; Thomas Meyers, executive director, head of Americas client solutions, Aviva Investors Americas; and Rich Joseph, wealth distribution leader at Mercer.

In this roundtable discussion Oliver Schupp, Head of Investor Relations, North America at Capital Fund Management (CFM), Bernie Nelson, chief research advisor at Style Analytics, and Phil Tindall, senior director at Willis Towers Watson, discuss what investors need to know, how to allocate to factors and smart beta, how to measure these strategies and what the risks are.

This roundtable, a companion to Pensions & Investments’ Multi-Asset Investing Conference, delves into these and other questions about multi-asset investing with Ray Carroll, chief investment officer at Neuberger Berman Breton Hill; Shaniel Ramjee, senior investment manager, global multi-asset funds, at Pictet Asset Management; and Stefan Hubrich, director of multi-asset research, at T. Rowe Price.

A panel of industry experts — John Streur, president and CEO of Calvert Research and Management; Emily Chew, global head of ESG research and integration at Manulife Investment Management; and Edward Farrington, executive vice president of Natixis Investment Managers — all longtime practitioners of ESG investing, demystify the confusion around ESG perspectives for DC plans, decipher the fiduciary concerns and offer ways for plan sponsors to move forward to embrace ESG investing.

In this roundtable discussion, Todd Thompson, a senior portfolio manager at Reams Asset Management; Sean Banai, head of portfolio management at Voya; and David Zee, a senior vice president at Callan, talk about the pros and cons of carving out an allocation to unconstrained fixed income.