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.
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.
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.
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.
Olivia Engel, Senior Managing Director and CIO of Active Quantitative Equity at State Street Global Advisors, will propose a rational framework for equity investing that seeks to maintain active risk in the pursuit of alpha, while achieving simplification and a reduction in implicit and explicit expenses.
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
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.
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).
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.