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.
What can you do to take advantage in this dynamic market?
We’ve assembled a panel of Chief Information Officers from institutional investment firms to share their hard-won wisdom and lessons learned leading digital transformations at their respective firms.
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.
Olivia Engel, CIO of Active Quantitative Equity at State Street Global Advisors, discusses how her team balances access to sophisticated data sets and new technology with an investment philosophy that is rooted in fundamentals and economic rationale.
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.
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.