Webcasts

Optimizing Outcomes with Public and Private Real Assets

Optimizing Outcomes with Public and Private Real Assets

Investing in real assets is often considered a trade-off between performance and liquidity, but it is much more complex and this perception diminishes the multiple roles real assets can play in a portfolio. It is important to understand the roles and benefits of real assets, as well as key considerations when selecting public verses private investments — such as whether investors are being rewarded for the risk they are taking.

Fixed Income Investing 2020: Making Moves and Moving with Intention

Fixed Income Investing 2020: Making Moves and Moving with Intention

Fixed income investments have been the anchor of most portfolios in 2020 as the global pandemic and subsequent economic collapse battered risk-on sentiment. But this flight to quality and extraordinary fiscal and monetary stimulus have driven yields to all-time low levels. How can you face these challenges and still achieve desired goals—namely, preserving liquidity, ensuring diversified sources of income, and protecting purchasing power?

Chief Investment Officer Webinar Series: Allocator Insights

Chief Investment Officer Webinar Series: Allocator Insights

Allocator thinktanks are a large part of what we do at CIO. Times are changing fast in 2020, and this webinar series is designed to help you navigate the new terrain. Each month, the editors of CIO and industry experts will discuss ideas to vet new opportunities, hedge risks, redefine benchmarks, and plan for burgeoning trends on the horizon. Join us and bring your best ideas.

Navigating Today’s Fixed Income Markets in Stable Value

Navigating Today’s Fixed Income Markets in Stable Value

The COVID-19 pandemic of 2020 and the associated halt in economic activity have precipitated a wave of downstream effects that are of particular significance to the stable value asset class. Stable value is a popular principal preservation strategy available to defined contribution (DC) plan participants.

The Great Debate: Generalist v. Specialist v. Hybrid? CIO’s Sound Off On The Best Investment Team Models

The Great Debate: Generalist v. Specialist v. Hybrid? CIO’s Sound Off On The Best Investment Team Models

Among many other things, Chief Investment Officers are responsible for creating a culture that attracts and retains world-class investment talent for their teams. One way to differentiate themselves has been to innovate on the traditional “specialist” or “superstar” investment team model where investment team members own a particular asset class. Recent years have seen the rise of a “generalist” model where investment officers research and invest across all asset classes. Some CIOs have even created “hybrid” models where they attempt to gain the best of both worlds.

Managing Equity Risk … Without Giving Up on Equities

Managing Equity Risk … Without Giving Up on Equities

Equity markets have been in a secular bull market for more than a decade and recently set new all-time highs. With valuations rich by multiple measures and U.S. economic growth slowing, many allocators are worried the bull market could be running out of steam.

Small Caps: Where Implementation can Make a Big Difference

Small Caps: Where Implementation can Make a Big Difference

Demand for small cap equities has been tied to everything from tax cuts to trade wars in recent years, with some of the largest ever swings in investor positioning following suit. After outperforming large caps by a wide margin to start the year, we’ve seen small caps lag since summer. Join iShares and FTSE Russell for a discussion of the drivers behind those differences, and the conditions that could lead to a reversal.

How do you preserve capital and generate profit consistently?

How do you preserve capital and generate profit consistently?

Preserving capital and generating positive returns consistently through market cycles is the greatest challenge for a plan sponsor and investment manager. Jack Murphy, CIO of Levin Easterly Partners, will discuss the approach that his team takes to manage contrarian value equity portfolios for his institutional client base. While active equity is only a slice of most allocation models, we believe portfolio outcomes can be improved with an allocation to value equity with regards to risk management and portfolio return.

Meeting CIO challenges in setting strategy and managing risk

Meeting CIO challenges in setting strategy and managing risk

A complex and dynamic investment landscape has shifted the role of CIO – performance expectations are high, and the necessary resources aren’t always readily available to focus on building their investment strategy. Long-term capital market assumptions based on solid theory and investment practitioner expertise serve an important role in building an outcome-oriented multi-asset portfolio to meet specific investment goals. Join this webcast for exclusive insights regarding what CIOs identify as their most pressing needs, the outcomes they want, and the collaborative solutions they are arriving at with their asset manager partners to meet their goals.

Decision-Making in the Age of Imperfect Data

Decision-Making in the Age of Imperfect Data

Data comes in various formats, with various lag times, at various levels of depth. Sometimes, it sits outside of your four walls. Sometimes, it sits inside your four walls, but is siloed. And all the time, there’s just too much of it. We’ll be talking through the issues that imperfect data causes, and how the panel of institutional investors is addressing those issues, including their strategies for consolidating this data and using it to drive actionable insights into their portfolios.