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.
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.
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.
Sponsored by iShares
Fixed income is often a ballast of a portfolio, but, in the current rate environment, what’s the best play available? This webinar will focus on ways CIOs are currently viewing their fixed income investments, and what plans they have for the future. We’ll explore methods of using fixed income most effectively.
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.
It’s every CIO’s job to manage risks as much as possible. This webinar will interview veteran CIOs and risk managers about what they are seeing as the strongest risks to portfolios and pensions now and the key steps they’re taking to effectively manage them.
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.
Private equity and private credit are often some of the best allocations available to institutional investors in order to make return targets. This webinar will take the temperature of each asset class and discuss what CIOs are finding to be some of the better plays available.
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.
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.
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.
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.
As the market continues to digest volatility and the challenges of meeting return objectives, investors are seeking tools to make sense of their new reality.
The No. 1 question when portfolios don’t deliver outcomes as expected is “Why?” Over the past four years, Northern Trust Asset Management has individually partnered with institutional investors and consultants around the globe to help answer that question. Using a unique quantitative lens to examine more than 200 portfolios and 1,000 investment strategies totaling $200 billion-plus, it saw six common drivers emerge across all investor segments.
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.