Institutional Investor

Our 2nd Annual Value in Responsible Investing Forum is fast approaching. We hope you can join us next month in New York City. This Institutional Investor forum will kick off with the opening panel: "Is It Possible to be a Globally Responsible Investor in 2025?" Learn more: https://spr.ly/6044scsrr Is It Possible to be a Globally Responsible Investor in 2025? During the last 12 months, global investment practices have come under increased scrutiny for ethical and political standards. Investors are facing growing pressure to drop and adopt standards for their portfolio. But in a world marked by growing geopolitical instability, polarization, and evolving regulatory frameworks, is it truly feasible to be a globally responsible investor in 2025? Our opening session will explore the current and emerging trends in VRI, including how to navigate regional political, financial, regulatory differences and the practicalities of integrating these into global investment strategies. Additionally, panelists will look at the differing Perspectives of VRI based on allocator type and geographics. Panelists: oliver campbell, Analyst & Portfolio Manager, Stewart Investors Anna Murray, Senior Managing Director, Total Fund Management, Global Head of Sustainable Investing, Ontario Teachers’ Pension Fund Laura Payne, Director of Public Markets, Builders Vision Moderator: Kaitlin Spillane, Director, ODD, Aksia, LLC #ResponsibleInvesting #SustainableFinance #ESG #InvestmentInnovation #HighInterestRates #PrivateMarkets #ImpactInvesting #TechInFinance #VRIForum #PortfolioImpact #FutureOfInvesting #ESGLeadership

This week, we had the pleasure of hosting the 3rd Annual Sub-Advisory Central Roundtable at the stunning Park Hyatt in Chicago. It was an inspiring gathering of industry leaders, experts, and innovators in the sub-advisory space, all coming together to share insights and strategies for navigating today’s complex financial landscape. The roundtable featured thought-provoking panels that addressed emerging trends in the investment management industry, with a focus on collaboration and innovation. Attendees had the chance to connect with peers, forge new partnerships, and exchange ideas that could shape the future of sub-advisory services. We were fortunate to have Kelly Swiatek Finegan, CFA & Dan McNeela, CFA as our Co-Chairs who engaged our attendees on perspectives of the evolving market dynamics and regulatory environment. Participants engaged in workshops that encouraged collaborative problem-solving and the sharing of best practices, fostering a sense of community and shared purpose. This event underscored the importance of dialogue and collaboration in our industry. A heartfelt thank you to our Supporting Members who contributed to the success of the roundtable. Your insights and enthusiasm is what make these gatherings truly valuable. Acadian Asset Management, Allspring Global Investments, Baillie Gifford, Fisher Investments, GMO, Jennison Associates, LONGVIEW PARTNERS LLP, Lord, Abbett & Co. LLC, LSV Asset Management, Loomis, Sayles & Company, MacKay Shields LLC, MetLife Investment Management, Morgan Stanley, Newton Investment Management, Parametric, Pictet Wealth Management, PGIM Quantitative Solutions, PGIM Fixed Income, Raymond James, Sands Capital, State Street, Schroders #InstitutionalInvestors #subadvisors #subadvisoryinstitute #wealthmanagement #SubAdvisory #wealthmanagers #assetallocators #investmentmanagement

On December 3, Financial Technology Forum (FTF) will host its first-ever London member meeting, bringing together over 30 asset management technology executives for an exclusive, confidential roundtable. Join us to hear from Richard Cassidy, Head of Technology, Jupiter Asset Management, John Allan Head of Innovation and Operations Unit, The Investment Association and Timothee Consigny, Chief Technology Officer, H2O Asset Management. ? Key discussions during the event will cover: ·????????Devising an IT strategy and prioritizing business objectives ·????????Supporting private markets investing ·????????Managing data ? This is a rare opportunity to connect with peers and address the critical issues shaping the future of buyside technology. ? For more information on joining us in December, click the link below Event: https://lnkd.in/eW6R_q-k ? Institutional Investor #FinancialTechnology #GenerativeAI #AssetManagement #LondonTechRoundtable

We would like to extend a warm welcome to Robeco, our newest CEO member of the European Institute. Founded in 1929, Robeco’s expertise in the asset management space alongside its global leadership in sustainable investing will add real value to our event debates and discussions. We look forward to our partnership with you across the membership. To register your interest in joining the European Institute Membership click the link below: https://lnkd.in/e4PJdJAm Institutional Investor #EuropeanInstitute #EImembership #newmember

We continue to add exciting new sessions to the agenda for next February's Endowments & Foundations Roundtable West agenda. We hope you can join us in Scottsdale along with more than 150 fellow endowment and foundation investment executives. Learn more: https://spr.ly/6042sa2mn Featured Panel: CIO Perspectives: Portfolio Construction for Risk Vs. Returns in Today’s Dynamic Investment Climate This panel will feature CIOs sharing insights on balancing risk and returns in today’s evolving investment landscape. Topics include optimizing returns while maintaining liquidity, setting risk parameters, appropriate asset allocation at this stage in the cycle, and benchmarking. We’ll explore the role of liquidity, cash needs, and whether investment offices' return expectations align with their risk appetite. Panelists: Alyssa Rieder, CIO, CommonSpirit Health Anca Ion ,CFA, CIO, Texas Treasury Safekeeping Trust Company Chun Lai, CIO. The Rockefeller Foundation Institutional Investor #portfolioconstruction #assetallocators #institutionalinvestors #assetallocation

Re-writing the Playbook on Alignment https://spr.ly/6041saHnU Sponsored by Morgan Stanley Investment Management

How are AI tools overhauling the internal functions and processes of investment firms? On the 5-6 of December, Yimou (Andrew) Li, CFA, Head of State Street Associates Asia Pacific, will be sharing critical insights on the implications of artificial intelligence and how it’s transforming the industry. In it’s 17th year, the Global East Government Funds Roundtable continues to bring together senior investment decision makers from leading sovereign wealth funds, government pension funds, central banks, and large public pension funds, for a single, industry-leading gathering packed with discussion and debate. To register your interest in joining us, click the link below: ? https://lnkd.in/enUiwAqV Institutional Investor #SIIGlobalEast #GovernmentFundsRoundtable #investing #artificialintelligence

Should lower interest rates mean moving higher up the risk curve? Does it still make sense to be US-biased, concentrated and growth-focused? ? Over 130 senior representatives from Kuwait’s leading government investment funds, family offices and financial institutions joined us at the Arab Fund Building today to discuss these important topics. The agenda was packed with debate, discussion and effective networking opportunities. If you missed out and want to join our next meeting, click the link below to find out about joining this exclusive membership - https://lnkd.in/eTQB8m_f We would also like to thank all of our attending members for their insightful contributions: AllianceBernstein Allspring Global Investments American Century Investments Asset Management One International Ltd. Barings Brandes Investment Partners Bridge Investment Group Partners, LLC Capital Group ClearBridge Investments Cohen & Steers Columbia Threadneedle Investments EMEA APAC Manulife | CQS Investment Management E Fund Management Co.,LTD. Fisher Investments Franklin Templeton Golub Capital Hayfin Capital Management LLP HBK SERVICES LLC Leucadia Asset Management LGT Capital Partners Marathon Fund MATTHEWS GLOBAL INVESTORS (UK) LTD MFS Investment Management Neuberger Berman Nikko Asset Management Group Ninety One Nuveen, a TIAA company Oaktree Capital Management, L.P. P/E Investments Payden & Rygel Pemberton Asset Management Perpetual Investments PGIM Polunin Capital Partners Limited Schroder Investment Management Sculptor Capital Management Silver Point Capital, L.P. Strategic Value Partners Virtus Investment Partners WELLINGTON MANAGEMENT INTERNATIONAL LIMITED William Blair & Company L.L.C., Research Division #investing #middleeast #assetmanagers #interestrates

From dawn to dusk, Illinois farmer Matt Bennett and his family dedicate themselves to the harvest season. They navigate commodity price fluctuations and unpredictable weather with smart risk management. https://spr.ly/6042Sfxsi Sponsored by CME Group

Join our annual gathering of senior investment officials from the UK and Ireland’s leading pension funds, foundations, and insurers. Register today: https://lnkd.in/eMhUEVx9 This exclusive event, in partnership with Local Pensions Partnership Investments (LPP) as co-chairs, offers a confidential setting to discuss the most pressing issues shaping our industry. Together, we’ll explore critical topics including portfolio construction, public markets, risk, strategic priorities, equity, and fixed income. #publicmarkets #investing #fixedincome #portfolioconstruction