Webcasts

Current On-Demand Web Events

U.S. Housing Recovery: Are We There Yet?

Join us for the third annual U.S. Housing webcast – which promises a timely, engaging discussion on the U.S. economic recovery and housing outlook. Participants will gain vital insight from thought leaders on the U.S. housing recovery by looking closer at interest rates, the Fed policy, bank lending restrictions, home pricing forecast and trends, and the S&P/Case-Shiller Indices.

Hear from and interact with U.S. Deputy Chief Economist, Beth Ann Bovino; Managing Director and Chairman of the S&P Index Committee, David Blitzer; and Director of Investment Management, James Elder.

Trends in Defined Contribution Plans

As defined contribution plans continue to gain popularity over defined benefit plans as the preferred retirement vehicle, plan sponsors seek ways to achieve the most cost efficient programs that offer transparency, customization and improved governance. Northern Trust led a discussion regarding trends in the defined contribution industry, include the benefits of unbundled vs. bundled programs, as well as the use of more sophisticated strategies such as defined benefit and defined contribution asset pooling. The discussion also explored ways plan sponsors can customize structures to fit their needs and gain efficiencies within their plans.

Why Private Real Assets Belong in Traditional Investment Portfolios

Current market conditions are leading more investors to consider alternative investments such as farmland, timberland and commercial real estate. The potential of real assets holds strong appeal because these investments can offer strong returns and inflation protection, while bringing greater diversification to portfolios.

In this live audio webcast, three senior TIAA-CREF experts will discuss the rationale for including real assets in institutional investment strategies. They will explain how investors should approach and evaluate assets such as land and commercial property for portfolios with varied styles and objectives.

Broadcast Date: April 09, 2014 at 11:00 AM Eastern Daylight Time

The New Defensive: Redefining Unconstrained Fixed Income



In the past, playing defense in fixed income meant holding a significant investment in US Treasuries - a position that generally protected investors from credit risk.

In the face of rising rates, such an approach will not be effective. So what should The New Defensive look like? Many investors are adopting "unconstrained fixed income" as a solution.

During the webinar, Janus Capital's CIO and Global Head of Fixed Income will:
- Describe why the BC Aggregate Index is no longer a useful proxy for defensive fixed income management;
- Explain how some unconstrained approaches exchange one set of risks for potentially even greater risk; and
- Redefine how unconstrained fixed income, if structured properly, can achieve The New Defensive fixed income strategy

Broadcast Date: January 30, 2014

The next generation of LDI strategies



Register now for our upcoming webinar hosted by Institutional Investor which will focus on the next generation of liability driven investing (LDI) strategies.

Vanguard experts will describe the evolution of portfolios that match liabilities and help eliminate volatility, and share the latest thinking about advanced LDI strategies that could accomplish this. They’ll hone in on:
- Methods for evaluating portfolios
- Latest approaches to assessing performance
- New terminology and education for investment committees
- Case-study reviews that demonstrate advanced LDI strategies

Broadcast Date: December 12, 2013

Emerging Markets Local and Corporate Debt: Evolution, Context and Opportunity



Emerging markets have had a volatile year; more volatile, perhaps, than many investors anticipated when they added EM debt allocations to their portfolios. Yet surveys show that institutional interest in the asset class remains quite high. Distinguishing between what is truly important, and what is simply distracting noise, will be critical to investment success going forward.

Join T. Rowe Price portfolio managers Mike Conelius and Andrew Keirle for a comprehensive discussion of both EM local and corporate debt. They will explore the size and scope of the opportunity set, review the unique risks specific to these rapidly evolving markets, and suggest some strategies for managing those risks.

Broadcast Date: December 3, 2013

Portfolios without borders: Navigating emerging market equities



This webinar will examine the long-term investment case for emerging markets, and will explore various methods for implementing strategies in this dynamic asset class.

Broadcast Date: November 13, 2013

New Models and Methods for Hedge Fund Investment



Five years after Madoff, the landscape of the hedge fund industry has fundamentally changed. Investors require transparency, control, and access to the best talent globally, driving managers and advisors to create new and innovative solutions. While these developments deliver value to investors, they also change how hedge fund portfolios are structured and managed.

PAAMCO’s Jane Buchan and Northern Trust’s Peter Cherecwich will share their insights on trends and challenges in hedge fund investment – how managers are catering to the new demands of the marketplace, and how leading investors are approaching the issues of diligence, manager selection, transparency, and risk management.

Broadcast Date: November 6, 2013

Investing in Growth: A Global Tour of Real Assets



Where can investors find pockets of opportunity given current global conditions and continued low expectations for growth? Join J.P. Morgan’s global network of real asset investment professionals for a live conversation, as we discuss:
- What are some of J.P. Morgan’s best ideas in developed markets?
- Understanding the risk-reward equation in emerging markets?
- Where can investors provide capital where capital is scarce?

Broadcast Date: October 22, 2013

TDFs and the impact on participant outcomes



Vanguard experts share the latest in participant outcomes from their seminal research, How America Saves 2013, and hone in on key best practices that can help your plan participants realize their retirement goals.

Broadcast Date: October 8, 2013

Passport to the world: Considerations and strategies for distribution in new markets



Fund managers across the globe are looking for ways to expand their investment product distribution beyond local markets in an effort to tap new investor bases and fresh sources of capital.. This includes expansion of distribution in the U.S. and further afield. In this webinar, Northern Trust discusses and explores market entry strategies including key differences among various U.S. and offshore fund vehicles, both registered and private. The webinar will also examine some of the practical implications and trends of global expansion along with the additional reporting and regulatory requirements that need to be considered.

Broadcast Date: October 2, 2013

Creating a dynamic investment policy statement: How to align your investment goals with today’s market environment



In today's dynamic market environment, it’s important to take an investing approach which allows you to align your asset allocation with your desired portfolio outcomes and not allow yourself to be constrained by asst class “buckets”. So how do you craft an investment policy statement which supports this? In this webcast, we will discuss:
- What does it mean to be dynamic?
- The components of a dynamic investment portfolio
- How to talk with your investment committee about what it means to be dynamic
- Steps to take to align your investment policy statement with your desire to be dynamic
- How to work with your service provider to design a more dynamic approach

Broadcast Date: September 25, 2013

Emerging Market Fixed Income: Exploring the allocation options



This web event will examine whether the fundamental strategic case remains in place for emerging markets debt. Which positive factors support the investment case for continuing to investing in EMD? What has changed? Is there a reason to expect emerging markets assets to continue to out-perform their developed markets counterparts going forward? If yes, what are the key drivers and relationships which support this thesis?

Broadcast Date: August 13, 2013

Why Private Core Real Estate is a viable alternative or complement to your core bond investments



Today’s low return, low interest rate environment presents unique challenges for investors with significant fixed income allocations. One option for investors is to consider using private core real estate to effectively diversify their “core” fixed income portfolio. In this webcast for non-profit investors, we will take a deep dive into private core real estate and will cover.

Broadcast Date: July 11, 2013

20 Fresh Ways to Analyze Portfolio Risk



In today’s markets, fewer and fewer investors look at expected return without accounting for risk. But when you do, are you worried that you aren’t using risk models enough or that the ones you’re using aren’t giving you enough insight? If you don’t use a model, do you wonder if you are at a competitive disadvantage? In this session we will review 20 critical points that only a risk model can tell you about your portfolio. A great brainstorm session for the experienced model user and essential for those who don’t use a risk model today.

Broadcast Date: June 19, 2013

U.S. Housing: Emergence of Recovery and Opportunities

Sponsored by Standard & Poor's

Join us for a timely, interactive discussion on the current state of U.S. housing, from prices and the rent-buy ratio, to how to invest and which regions are the strongest. Speakers will also provide their perspectives on the key factors of the housing revival, related opportunities, and whether this growth is sustainable.

Participants will hear from:
- David Blitzer, Managing Director and Chairman of the S&P Index Committee at S&P Dow Jones Indices
- Robert Keiser, Vice President of Global Markets Intelligence at S&P Capital IQ
- Michael Souers, Senior Industry Analyst of U.S. Equity Research at S&P Capital IQ

Broadcast Date: June 13, 2013

Exploring Real Asset Strategies

Sponsored by Northern Trust

Inflation can be sneaky and sticky, eroding the value of portfolios over time. Real asset strategies are attracting considerable attention lately because incorporating real assets in a portfolio can offer diversification benefits as well as a way to protect against inflation in different market environments.

This webinar will be of interest to all investors, but will be particularly relevant for DC plan sponsors who are considering adding real asset strategies to their plan line ups. We’ll explore the pros and cons of investing in extended asset classes such as commodities, global real estate and TIPS, examining correlation and performance trends. We will examine various techniques for accessing these asset classes with an eye toward the most efficient route for gaining exposure and methods of combining these investments to diversify returns and buffer against inflation.

Broadcast Date: June 11, 2013

Green Fixed Income – A Core Strategy Offering Diversification and Alpha



On Wednesday, May 22, 2013, join Calvert’s Fixed Income investment professionals for a live discussion on why Green Fixed Income investments should be part of your portfolio.

Key topics include:
- The Green- Fixed Income market and the growing demand for new issuance
- Generating alpha through investing in companies focused on environmental solutions
- Building a core diversified portfolio focusing on strong relative return
Broadcast Date: May 22, 2013

Spotlight on Global Growth in a Low-Growth Environment: Why now and what you should consider before you invest

Sponsored by JPMorgan Asset Management

Where can investors find pockets of opportunity given current global conditions and continued low expectations for growth? Join J.P. Morgan’s global network of investment experts from across public and private asset classes, as we discuss:
- Why is now a good time to consider capturing growth strategies?
- Do you need to think differently about measuring growth?
- What are some of J.P. Morgan’s best ideas related to growth?
- J.P. Morgan's panel will also conduct a LIVE interactive Q&A session.

Broadcast Date: May 16, 2013

Generating Alpha through ESG Integration



Join us today for a live discussion on the economic drivers that are bringing environmental, social, and governance (ESG) factors to the forefront in security valuation. You’ll gain timely and salient insights into how ESG integration in the investment management process creates value for clients. Key topics include: - Alpha generation in specific asset classes, sectors, and companies - Risk control that goes beyond traditional screens to avoid significant-impact events - How corporate engagement and integrated security valuation enhance each other
Broadcast Date: March 26, 2013

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.

Archive

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

Original Broadcast Date: Wednesday, November 10, 2010 Duration: 60 Minutes

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

Original Broadcast Date: Tuesday, November 9, 2010 Duration: 60 Minutes

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

Original Broadcast Date: Thursday, October 21, 2010 Duration: 60 Minutes

Russell Investments 2010 Mid Year Market Outlook Webcast

Join Russell Investments as they discuss their economic expectations for the remainder of 2010, implications this will have on the markets, and key factors institutional investors should consider when evaluating opportunities for the remainder of the year.

During this webcast, we will provide key insights into the:
- Shape of the recovery in 2010
- Expectations for the credit markets, inflation/deflation, commodity pricing
- Impact of global currency changes, emerging markets, Asia

Original Broadcast Date: Tuesday, July 27, 2010 Duration: 60 Minutes