Managed Accounts: Getting From Transparency to Value

A lasting legacy of the financial crisis is the investor-led revolution in reporting and disclosure. Investors no longer accept self-reported positions, risk assessments, or operational workflows . They demand detail and independence in the data they use to manage their alternatives exposure. And it’s more than transparency. At the same time, they want greater liquidity and control over the assets whose exposures are ultimately theirs. This has led to a fundamental re-engineering of hedge fund investment with aggregate pooled vehicles replacing the traditional co-mingled funds that dominated the industry twenty years ago.

Enhanced Yields Now, Inflation Protection in the Future - Exploring the income potential and inflation protection benefits offered by senior secured bank loans and real estate

Join us for a discussion on two portfolio strategies that can offer enhanced yields now and an inflation hedge in the future. Learn why a combination of senior secured bank loans and real estate securities—both debt and equity—is a compelling alternative in today's investment environment.

Employing Real Assets to Hedge Against Inflation

Sovereign debt concerns, loose monetary policy, deficit spending in the major economies, and long-term commitments to entitlement programs all point to the potential for inflation on the horizon. We invite you to join our exclusive webcast focusing on how institutional investors can use real assets to hedge against inflation.

Evolving Benchmarks: How institutions are using global indexes to solve investment challenges

In this webcast, we discussed four major challenges facing global investors and how leading institutions like CalPERS, Towers Watson and Hong Kong’s public pension system have used innovative benchmarks to solve these problems.

Investing in Listed and Private Infrastructure

Nuveen Asset Management hosted a webcast organized and conducted by Institutional Investor on “Investing in Listed and Private Infrastructure”. Nuveen was represented on the Webinar panel by Jay Rosenberg, the creator of Nuveen’s Global Infrastructure Strategy and the primary portfolio manager since its launch in 2007.

Designing the Default: Hedging the Risk That Matters Most

The greatest risk for defined contribution investors is the chance that their assets won't produce enough retirement income. Default investment providers looking to manage this risk must measure it accurately—taking into account not only threats to asset values, but also the impact that inflation, interest rate declines and other factors have on participants’ retirement liabilities. Once calculated, managers can design glidepaths to hedge factors that could cause participants to fall short of their retirement income needs. Fredrik Axsater, Ric Thomas and Trevor Oliver of State Street Global Advisors explain how they apply an asset-liability model to customizing target date funds for DC plans.

Low Volatility – An Alternative Strategy to Managing Risk

All long, low-volatility strategies offer an alternative to derivatives-based or leveraged strategies as a way to dampen portfolio volatility. The challenge with low volatility strategies is the ability to differentiate between approaches in an attempt to identify unique, non-correlated processes. This webinar will explore the rationale behind these strategies and will provide specific insight into differing approaches to low volatility portfolios.

Strategic Direction: Addressing Today's Top Investment Issues

The recent resurgence of volatility, the profound economic issues still plaguing Europe and a continued lack of recovery in the U.S. has created a number of challenges for those managing institutional portfolios. Join J.P. Morgan Asset Management's CEO of the United States Institutional business, Catherine Keating, as she leads a discussion with Rebecca Patterson, Chief Markets Strategist, and Anne Lester, Portfolio Manager, Global Multi-Asset Group, to tackle the top issues facing institutional investors today. Emerging markets, finding yield, inflation risk and retirement just some of the topics these experts will examine. Submit your top questions and join the discussion.

How Innovations in Fundamental Analysis in the Post Crash World are Changing the Landscape in Portfolio Valuation

The recent financial crisis prompted a reappraisal of investment analysis, and has heightened the search for innovative ideas and tools that will give institutional investors an edge over their peers, as well as help guide their decisions to better serve their clients. That “edge” often starts with analytics that paint a more global picture of fundamentals – and identify early signals of doom or bloom.

How to effectively manage frozen and closed pension plans in today's environment

Has your organization closed or frozen, or considered those plan design changes for its defined benefit plan?

Closing or freezing a pension plan alters the future growth of the plan's benefits and therefore liabilities, but the obligation to pay promised benefits continues for years. As a result, sponsors must have a sound strategy for managing their closed or frozen plan's financial aspects over time to minimize economic impact on the organization, while providing full benefits for retirees.

Aligning equity portfolios with the global economy

CUS investors have increased portfolio allocationsto international equities, but are these portfolios capturing the full opportunity set? Which equity strategies are capturing most of these increasing allocations to global assets? What is driving this growing interest in international equities? What is the best means of achieving efficient exposure to important markets?

Diversifying your portfolio with Commodities

Commodity investing has been a hot topic over the past 18 months. Investors have been looking to gold, oil, and agricultural commodities as a portfolio diversifier and source of returns. Is this trend expected to continue? And if so, what sectors and vehicles are most likely to lead the pack?

Non-Correlated Investments: How to Diversify Insurance-Linked Life Settlements Can Diversify Performance

Assembling the right mix of Life Settlement assets with accurate forecasts of the portfolio behavior is a highly technical and specialized service. BroadRiver Asset Management and a group of companies active in this field are sponsoring this Institutional Investor educational Webcast on February 17, 2011 to explain:

• How Life Settlements work
• How they can bring diversification and low correlation to large institutional portfolios
• The advantages and potential pitfalls of investing in Life Settlements
• What investors should look for in a well designed Life Settlement project

A chat with Charles Dumas, Chairman & Chief Economist, Lombard Street Research, Ltd.

Join us for a chat with Charles Dumas (a.k.a. NostraDumas), Chairman & Chief Economist, Lombard Street Research, Ltd. as he provides his overview of the world economy and lays out the impact it's having on stocks, bonds and other financial instruments.

The Four Biggest Risks Facing Financial Services Companies Today — And How To Deal With Them

Join this live video webcast on Nov. 10 from 2-3 P.M. ET to gain valuable insights into what senior financial executives need to know, and how they should respond, to help protect themselves and their institutions during the coming period of historic changes in the industry. Our specialist panel will cover topics such as: COMPLIANCE for financial institutions, Dealing with IMPAIRED COLLATERAL, CYBER threats, D&O LIABILITY and SOLUTIONS with Q&A.

Our speakers will include:

• Christopher A. Taylor, president of Zurich’s Financial Institutions group
• Donald T. Vangel, senior advisor on banking and regulatory matters in the Financial Services Office of E&Y; and former SVP for Bank Supervision at the Federal Reserve Bank of New York
• Robert H. Ledig, partner at Dechert, advising financial institutions on corporate, regulatory, enforcement and litigation issues; former attorney in the Office of the General Counsel of the Federal Home Loan Bank Board
• Manus C. (Chris) O’Donnell, administrative VP of M&T Bank in Buffalo and Director of Corporate Insurance & Risk for the bank
• Ernest S. McCrary, editor & publisher of Special Projects for Institutional Investor magazine, will moderate the discussion

Opportunistic Investing Series part 2: Opportunistic Real Estate Investing

Join Russell Investments for an in-depth discussion on investment opportunities in the current U.S. real estate market.

Our speakers will include:

• Arthur Margon, Partner, Rosen Consulting Group and Principal, Rosen Real Estate Securities: An expert in real estate consulting & market analysis, Arthur will provide a macro view of the current market environment, focused on topics such as debt, new loan origination, and cyclical recovery.
• Derek Williams, Director, Real Estate, Russell Investments
• Julia Cormier, Director, Alternative Investments, Russell Investments

Opportunistic Investing Series part 1: Emerging & Frontier Markets

Join Russell Investments for an in-depth discussion on best practices in investing in emerging & frontier markets.

Our speakers will include:

• Willis Sparks, Analyst, Global Macro, Eurasia Group: An expert in emerging & frontier economies, Willis will provide an overview of the geopolitical and economic environment in key emerging & frontier economies.
• An expert in emerging & frontier economies, Willis will provide an overview of the geopolitical and economic environment in key emerging & frontier economies.
• Scott Crawshaw, Portfolio Manager, Emerging Market Equity, Russell Investments
• Marty Jaugeitis, Senior Consultant, Russell Investments