Conference Coverage: 2023 Investment Innovation Conference
The era of predictable monetary policy and global co-operation is over. In this new epoch, defined by sweeping government intervention, geopolitical realignment and environmental catastrophe, new ideas must be embraced.
At the 2023 Investment Innovation Conference at the Rancho Bernardo Inn in San Diego, Calif. on Nov. 15-17, leading academics and industry figures provided expert summaries of the greatest challenges facing defined benefit plan sponsors and their ideas for turning chaos into market-beating returns.
Here’s what you missed!
innovation and health-care speaker
How emerging medical technology is disrupting traditional health-care investments
Innovations in medical technology in the next 10 years could unlock a new dawn of health investments that will make the last decade look slow in comparison
Newton Investment Management
The importance of proprietary data in technology, AI investments
When investing in technology companies with artificial intelligence capabilities, it’s important that institutional investors ensure these entities own — or have relationships with large internet players that own — proprietary data that can deliver value.
State Street Global Advisors SPDR
ETFs playing larger role in institutional investors’ active strategies
Over the last year, the volatile interest rate period has increased demand for fixed income exchange-traded funds among institutional investors.
Michael Melvin
University of California San Diego
How institutional investors can optimize academic research to mitigate risk, generate alpha
The University of California San Diego’s Kroner Center for Financial Research is examining four research areas that can assist institutional investors in determining successful strategies that mitigate risk and generate alpha.
AllianceBernstein
Equities, fixed income assets generating real returns in volatile market regime
Institutional investors are preparing for a bumpy return risk space where volatility is higher for all assets and real returns are much lower than what has been the norm over the past 10 years.
Karin Sullivan
Trans-Canada Capital Inc.
How institutional investors can hedge risk, find positive alpha in volatile economy
Despite pension funds navigating a “swim-at-your-own-risk” environment with a lower probability of positive returns, they can’t just stop and sink — they have to keep swimming.
Fidelity Investments
How institutional investors are using data, technology to generate alpha
The evolution of cloud computing, artificial intelligence and data availability will disrupt and upend the entire asset management industry.
Saurabh Sud
T. Rowe Price
Finding alpha through multi-asset credit construct amid market volatility
To find opportunity in times of volatility, institutional investors must consider their objectives and then expand their toolkit.
Franklin Templeton Institutional
Supply, demand in real estate revealing long-term investment opportunities
In today’s complex market, real estate investments continue to provide opportunities for institutional investors due to the simplicity of the risk spectrum, particularly when comparing equity and debt.
Steve Foerster
Western University
Is the 60/40 balanced portfolio strategy still viable for institutional investors?
Recent challenges to the 60/40 balanced portfolio rule shouldn’t sway institutional investors away from the strategy.
Sun Life Capital Management
Sun Life Capital Management
The evolving role of fixed income in hedging risk, enhancing yields
As the objectives of defined benefit pension plans have evolved, so too have institutional investors’ reasons for including fixed income allocations in a portfolio, from adding diversification and offsetting negative returns in equity to liquidity management and capital preservation.
Scott Richardson
Acadian Asset Management
Leveraging data, understanding risks to find opportunity in corporate credit market
Being systematic doesn’t mean overlooking the fundamental risks in the corporate credit asset class.
Aviva Investors
Measuring success of ESG integration on investment performance, portfolio
It takes time to measure the success of environmental, social and governance integration at a portfolio level.
Amy Chang
British Columbia Investment Management Corp.
Valuation variance putting pressure on institutional investors
For institutional investors, valuation reviews will be critical in navigating equity market uncertainties.
Sponsors
To view highlights from the 2022 Investment Innovation Conference, click here.
To view highlights from the 2021 Investment Innovation Conference, click here.