Webcasts

Building For Tomorrow: Re-Thinking the Relationship Between Technology and Process in the 21st Century Investment Office

Building For Tomorrow: Re-Thinking the Relationship Between Technology and Process in the 21st Century Investment Office

Join Northern Trust for a discussion about evaluating the investment office through the lens of today’s capabilities: how to understand underlying needs, why it’s critical to think about technology alongside (rather than in place of) existing staffing and controls, and what questions you should ask to get beneath the surface and identify the real value technology can deliver.

Securitized Credit: A Timely Fixed Income Credit Alternative

Securitized Credit: A Timely Fixed Income Credit Alternative

As investors contemplate the lower return environment, the potential for rising interest rates and rich valuations, many rely on traditional fixed-income credit strategies, or leveraged loans, as a way to generate return or income. These markets have become crowded, and the crowds pushing into risk by the global liquidity glut are, in our view, concernedly complacent. Now is the time to avoid these very crowded parts of the market through an alternative that has not traditionally been considered as a core portfolio allocation – Securitized Credit. In this webcast we will explore the broad range of alternatives, from defensive to opportunistic, that can be found in Securitized Credit and lending.

New Analytical Frameworks for a New Market Era

New Analytical Frameworks for a New Market Era

In this video presentation, Anik Sen, Global Head of Equities at PineBridge Investments, addresses the new paradigms and categorization frameworks investors need to embrace amid new market realities and competitive dynamics.​​ The discussion will be followed by a live Q&A with Anik.

Actionable Portfolio Insight: How to Unlock Six Insights Your Data Strategy Could Be Hiding from You

Actionable Portfolio Insight: How to Unlock Six Insights Your Data Strategy Could Be Hiding from You

Many institutional investors are failing to reap full value from the vast trove of internal and external data now available to inform their investment strategies and decisions. This webinar will show chief investment officers and their teams how they can unlock important new insights into their performance by marrying quantitative portfolio metrics with qualitative data pulled from audit reviews, HR records, analysts’ research and other resources.

Participant Communications: It’s Not What You Say, It’s What They Hear

Participant Communications: It’s Not What You Say, It’s What They Hear

In an effort to help plan sponsors and retirement plan professionals communicate more effectively with participants, Invesco Consulting teamed up with the political consultants and word specialists, Maslansky + Partners, to conduct one of the largest, most comprehensive studies of its kind on financial language. Gain new insight into the language participants like, understand and trust (and what they don’t).

LATEST TRENDS IN DB PENSION RISK MANAGEMENT

LATEST TRENDS IN DB PENSION RISK MANAGEMENT

This session addresses how areas such as investment opportunities and threats, economic environment, political landscape, and corporate finance optimization, could impact DB plan sponsors’ decision making during these challenging times for pension investors.

China A-shares: Navigating Opportunities and Risks in an Opening Economy

China A-shares: Navigating Opportunities and Risks in an Opening Economy

China has long been a global growth engine with favorable long-term fundamentals, economic expansion and rising consumer wealth. But the country is on the cusp of a new level of openness, transparency, and access as the MSCI starts to include China’s A-share market into its Emerging Market indexes. Many institutional investors are underweight this global growth engine and need to consider how best to allocate given these developments. In this webinar, we will examine the long-term fundamental drivers of China’s secular economic growth, highlighting risks and investment opportunities in the A-Share market.

Real Estate Allocation within the DC Life Cycle: A Dynamic Approach

Real Estate Allocation within the DC Life Cycle: A Dynamic Approach

This webinar will review findings of a recent DCREC whitepaper “Real Estate Allocation Within the DC Lifecycle: A Dynamic Approach.” The study builds upon the foundational whitepaper that made the “Case for Real Estate” in 2014, through analyzing three approaches to the role that real estate can play in the defined contribution (DC) accumulation lifecycle, specifically considering:

– Deterministic Asset Allocation Strategies (target-date and balance designs);
– Dynamic Asset Allocation Strategies (dynamic lifecycle funds); and
– Sub-Allocation Strategies (varying exposures to public and private real estate over time)

Find LDI Opportunities in Today's Witches' Brew

Find LDI Opportunities in Today’s Witches’ Brew

Uncertainty around the policy path of President-elect Trump, coupled with a changing interest rate landscape and rising PBGC premiums create a challenging environment for plan sponsors. The presenters will address how real these issues are and how sponsors should move forward based on their analysis and client dialogue. There may be a light at the end of the tunnel.

Sustainable Investing For Your DC Plan

Sustainable Investing For Your DC Plan

Are you aware that you can allow your participants to make a positive social and/or environmental impact through your DC plan? We refer to this approach as Sustainable Investing which can allow investors to make a positive impact without sacrificing competitive potential performance opportunity.