Webcasts

Chief Investment Officer 2021 Allocator Insights Series: Most Innovative CIOs and Managers

Chief Investment Officer 2021 Allocator Insights Series: Most Innovative CIOs and Managers

Sponsored by Northern Trust Asset Management

Each year, we ask for nominations for the most innovative CIOs and managers, industry-wide. We have a finalist list and a December awards gala. This webinar will host a few of the finalists to discuss what they’ve been up to, how they’ve earned the respect of the CIOs who nominated them, and just how their philosophies might give investment insights for the future.

Chief Investment Officer 2021 Allocator Insights Series: Active vs. Passive

Chief Investment Officer 2021 Allocator Insights Series: Active vs. Passive

Sponsored by Backstop Solutions
What systems do allocators have in place to work within the new COVID-19 environment? In this webinar, we will explore the advantages of active and passive investing methods and discuss how allocators are executing each of them. Chief investment officer Marcus Frampton and Deputy CIO Alison Romano will share their insights on when to utilize each strategy, providing tips on how to do them well and when to use one method over the other.

Chief Investment Officer 2021 Allocator Insights Series: Diversity

Chief Investment Officer 2021 Allocator Insights Series: Diversity

Having diverse in-house teams and external managers is an important way to enhance returns and help gain a better perspective on the world. We’ll explore ways CIOs have successfully added diversity to their internal investment offices and how they’re choosing diverse managers.

Shifting the Course on Bond Portfolios: The Growth and Role of ETFs in Portfolio Construction

Shifting the Course on Bond Portfolios: The Growth and Role of ETFs in Portfolio Construction

The global bond market is both massive in size and yet highly fragmented. According to SIFMA, the size of the global bond market was nearly $120 trillion as of Q1 2021 with hundreds of thousands of individual securities. Historically, fixed income portfolio construction involves creating strategies at the security level, buying and selling potentially hundreds or even thousands of individual bonds.

Bond ETFs are transforming the way fixed income portfolio managers construct bond portfolios and manage risk. Increasingly, these investors – whether asset managers, asset owners, or insurers – are using ETFs for a range of uses to complement individual bonds.

Hear from IHS Markit and BlackRock experts on how fixed income ETFs are increasingly becoming an effective tool for portfolio managers.

Chief Investment Officer 2021 Allocator Insights Series: Consultant’s View

Chief Investment Officer 2021 Allocator Insights Series: Consultant’s View

Consultants often have an eagle’s-eye view of the markets. This special webinar will host consultants recommended by top CIOs for their acumen and specialties. We’ll discuss what they’re seeing, what they’re thinking, and what courses of action they’re recommending for the future.

Chief Investment Officer 2021 Allocator Insights Series: Alternatives

Chief Investment Officer 2021 Allocator Insights Series: Alternatives

Our expert panel delves into what makes the most sense for the long term and what the best strategies are for choosing alts. We’ll also examine and test the viability of various strategies, from hedge funds to private equity, real estate, and commodities.
We’ll talk inside baseball about some of the better plays for allocators.

Chief Investment Officer 2021 Allocator Insights Series: Real Estate and Real Assets

Chief Investment Officer 2021 Allocator Insights Series: Real Estate and Real Assets

All eyes are on springtime real estate to see if leases renew. After experiencing COVID-19, are office and residential leases shrinking? Is the work-from-home mentality affecting the market? What are the important considerations real estate investors should take note of for the future? This webinar will explore the new post-coronavirus terrain.

Chief Investment Officer 2021 Allocator Insights Series: ESG and Sustainable Investing

Chief Investment Officer 2021 Allocator Insights Series: ESG and Sustainable Investing

Sponsored by Backstop Solutions

Whether it’s a sustainable sleeve in a portfolio or a successful screen for investments, environmental, social, and governance (ESG) investing is growing. This webinar will explore effective ways to use ESG investing as a tool to enhance returns. We’ll be asking what the future is for ESG and sustainable investments, investigate key growing markets, and explore how current investment tactics can be used for long time horizons.

Chief Investment Officer 2021 Allocator Insights Series: Geopolitics

Chief Investment Officer 2021 Allocator Insights Series: Geopolitics

Geopolitics sometimes allows investors to see around corners. During this webinar, we’ve invited special guest Walter Kress, CIO of EY (and geopolitical buff), to interview key sources to draw out information that is especially useful for CIOs.
They will dive into:
What’s happening in the geopolitical landscape that could change the scene for investors?
What is the best play for China this year?
Which emerging markets could be frozen out, and which ones will ride a tailwind?
What are some key things to note in the credit markets?
They will also take live questions from the audience.

Assessing SPACs as an Institutional Allocation

Assessing SPACs as an Institutional Allocation

In the current market, where investors have lofty return objectives and limited optionality on how to meet those objectives while maintaining an acceptable risk profile, an allocation to SPACs should be considered.
Leveraging their deep market knowledge as a SPAC investor, a SPAC sponsor, and as a leader of a company that has gone public via the SPAC structure, the panel will work to address the potential suitability of a SPAC allocation within an institutional portfolio.

If Time is Money, Institutional Investors Are Losing More Than You Think

If Time is Money, Institutional Investors Are Losing More Than You Think

Recently, Backstop and Mercer sponsored a productivity study to understand how institutional investors are spending their time. The results are quite shocking – on average, 30% of an investment team member’s time is wasted on non-core and non-value-adding tasks. In this webinar, Backstop and Mercer share their in-depth survey results and findings, as well as provide their recommendations on how institutional investors can better harness technology, research, and data to better optimize their time.