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 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.
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)
After five years of global sovereign asset management research, we’ve gained a deep understanding of the strategies they use to overcome their unique challenges. We’ll translate how those strategies can help institutional investors meet their own objectives.
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.
Despite economic uncertainties, there are still yielding assets, including real estate. Through multiple cycles, real estate can provide attractive total returns, income, diversification and inflation protection. So, where can institutional investors find pockets of opportunity in today’s environment?
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.