Webcasts

How do CIOs from different generations approach the top investment job? Let’s find out! We will explore intergenerational perspectives on topics ranging from data to technology to team culture to skill sets with accomplished CIOs from each generation. In particular, we’ll ask about their:

• Career path to the CIO seat
• Most critical skills to being an effective CIO today and how the role has changed over time
• Thoughts on what makes a world-class investment culture and how to build one
• Top tips for dealing with the daily deluge of information
• Preferences for how they like to spend their time, and what they like to think about
• Vision for how their teams should spend their time
• Perspective on how technology has evolved and shaped their roles
• View on the evolution of DEI and ESG

One job of every CIO is attracting and retaining a world-class investment team. It’s important to have the right structure and compensation in place first—whether the team is made up of “generalists,” “specialists” or a hybrid of both. Once top talent is recruited, CIOs must foster a culture conducive to retention, in which allocators can learn and grow.
Join CIO for a webinar in which speakers will discuss:
• How to create a governance structure that will attract top talent to your team;
• The roles and reporting hierarchy that will meet your changing needs;
• How to measure and recognize team success; and
• How to incorporate diversity, equity and inclusion in your team’s culture.
Speakers will also share the questions to ask and background to look for to help you hire team members that will meet their responsibilities, drive investment success and be a good cultural fit.

Sponsored by SEI
Real estate, private equity, private credit, infrastructure, hedge funds and other alternative investments have become a significant part of institutional investors’ allocations. Are they really alternative anymore?
Join CIO for a webinar in which experts will discuss why alts—and the uncorrelated returns and potential for risk reduction they offer—should be a standard part of long-duration institutional portfolios.
Attendees will learn:
• How alts provide risk-adjusted returns;
• How different alternative asset classes have served allocators over the years; and
• The optimal strategy for positioning alts in institutional portfolios going forward.
Speakers will also address the factors to consider in selecting alternative investments.

As allocations to alternatives continue to rise, conducting proper operational due diligence (ODD) on external managers has never been more important. Join us and our panel of experts as we discuss current challenges and best practices in how ODD professionals are leveraging technology to facilitate manager research and control external party risk.
Discussion topics to include:
• How is ODD different across types of managers? Private capital vs hedge funds?
• What are the biggest deficiencies you typically see in a manager’s operations?
• How has the growing interest in applying ESG/DEI criteria to allocations changed the ODD process including ESG metrics data capture?
• What role can technology play in facilitating ODD processes? Can a dedicated due diligence platform really make a difference in identifying manager risk?
• What advice would you give a manager in preparation for an ODD review?
• What will be the driving forces in 2022 and beyond that will shape the future of how ODD gets done?

For investors seeking exposure to macroeconomic factors, Scientific Beta offers a new suite of macro indices designed to capture the equity risk premium with additional exposure to unexpected shocks or the surprises of targeted macro factors.

In this webinar we present Scientific Beta’s equity inflation indices, the first in a series of macroeconomic factor indices, that provide long-term equity performance with additional inflation protection compared to a traditional cap-weighted equity index. Their high liquidity makes them ideal candidates as a replacement of cap-weighted indices in a multi-asset portfolio. We also present equity indices targeting further macro variables (interest rates, term spread, credit spread).

Topics covered include:
– Reliable measurement of macroeconomic exposure (role of robust statistics and forward-looking information)
– Building dedicated macroeconomic portfolios that lead to stronger targeted macro exposures compared to a factor or sector allocation approach
– The financial characteristics of highly liquid investable inflation indices that can offer better protection against inflation surprises than a simple cap-weighted index
– Beyond inflation: Protecting portfolios against surprises in the interest rate, term spread, and credit spread.

Value stocks have massively underperformed growth over the past decade. While the trend may be poised to reverse, long droughts and sharp reversals in individual styles raise the question: Might equity portfolios be more robust if they were not entirely beholden to swings in growth and value returns? Join us for a live webinar in which a panel of experts explore how asset owners can think more broadly, creatively and strategically about asset allocation policy in order to reduce funded status volatility and perhaps find another path to the returns required to improve plan funding levels.

2021 has been a charged year for portfolios, as well as allocators. This webinar will vet ideas and review what worked, what didn’t, and what tactics allocators are considering for an evolving investment landscape.

Today’s dynamic market environment means asset owners are working their portfolios harder than ever – and that includes applying an active lens to passive investments. Find out how custom benchmarks can help address your unique goals and tap into the next generation of index investing.

Register now to watch Invesco’s panel of experts share insights on:

The potential risks of a one-size-fits all approach to indexing
Customizing index exposures based on your unique goals, including ESG and factor-based investing
How technology can help take your index investments to the next level

This webcast is intended only for institutional investors in the U.S. and Canada, for accredited investors as defined under National Instrument 45-106. It is not intended for and should not be distributed to, or relied upon, by the public.

Sponsored by Northern Trust Asset Management

Each year, we ask for nominations for the most innovative CIOs and managers, industry-wide. We have a finalist list and a December awards gala. This webinar will host a few of the finalists to discuss what they’ve been up to, how they’ve earned the respect of the CIOs who nominated them, and just how their philosophies might give investment insights for the future.

Sponsored by Backstop Solutions
What systems do allocators have in place to work within the new COVID-19 environment? In this webinar, we will explore the advantages of active and passive investing methods and discuss how allocators are executing each of them. Chief investment officer Marcus Frampton and Deputy CIO Alison Romano will share their insights on when to utilize each strategy, providing tips on how to do them well and when to use one method over the other.

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.