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| For the world’s largest asset owners |
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January 4, 2023 |
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| Industry Intel Roundup—Featured Webcasts | | Chief Investment Officer is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring webcasts sponsored by experienced providers in the industry. The content was created to educate, inform and offer ideas for plan sponsors regarding plan design, investing, administration and compliance. | | 2023 CIO Allocator Insights Webinar Series: Diversification | | Investors are told to diversify their portfolios to reduce risk—using uncorrelated investments ensures that when some are down, others are up. However, that’s been harder to do in this market environment. For institutional investors with a long-term view toward guaranteeing payments to retirees or endowed institutions, achieving diversification means something different than a balance of stocks and bonds.
Join CIO for a discussion about how different institutional investors use different asset classes—and managers—to create a diversified portfolio. |
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| | 2023 CIO Allocator Insights Webinar Series: OCIO | | Institutional asset owners have shifted nearly $4 trillion to outsourced chief investment officers, and there are more than 100 providers of the service. Strategies vary, but how should allocators measure the performance they are getting from those providers? There is a suite of indexes that track OCIO returns and at least one ETF, while the CFA Institute in 2022 launched an effort to create GIPS standards to do just that.
Join CIO for the second iteration of its Allocator Insights webinar series in 2023 to learn about best practices for evaluating OCIO performance and comparing the services different providers can add to an institutional investment office. Expect to hear about the challenges and opportunities of different OCIO models and tips for monitoring an OCIO. |
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| | 2023 CIO Allocator Insights Webinar Series: ESG | | Environmental, social and governance investing is a goal of many fund allocators; however, it has faced backlash in several states. The best approach is to explore what constitutes an allocator’s fiduciary duty, consultants say.
Join CIO for a discussion about what an allocator’s fiduciary duty is; how to approach ESG with political controversy in mind and the value ESG investing could bring to a portfolio. |
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| | 2023 CIO Allocator Insights Webinar Series: Consultants | | How much difference does engaging an investment consultant make to an institutional investor’s performance? How do allocators measure the effectiveness of their consultant? When is it time to search for a new consultant, and what should allocators look for in their search?
These questions and more will be answered in the final webinar in CIO’s Allocator Insights series for 2023. |
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