Breakfast sponsored by:
Developing your fixed-income investment strategy is crucial for your long-term portfolio’s performance. Ensure capital preservation while increasing returns in your fixed-income portfolio. Take away practical strategies to:
Build your fixed income strategy to bolster returns while preserving your capital.
Canada has not adopted global fixed income at the same level as other countries. But unsatisfactory fixed income performance in Canada might change the trend. Determine if fixed income fits in your portfolios to ensure steady returns. Source intelligence to:
Diversify your portfolio with foreign fixed income investments.
Rising rates will force foundations to rethink their fixed income strategy. Gather practical tips to:
Stabilize your returns fro fixed income asset class with investment grade credit.
The prospect of negative bond returns led certain investors to invest in less liquid asset classes; however, more options exist. Protect your investment in a raising interest rate environment with alternative approaches to fixed income. Gain insights to:
Introduce more levees to achieve steady fixed income returns.
Community bond is a new solution to use private debt for a social purpose. Develop innovative community investment strategies to complement your social mission with steady returns. Gather fresh ideas to:
Stabilize your investment incomes while empowering your community
Investing based on ESG factors can help advance sustainable investment practices for the benefit of all stakeholders but does it still align with your risk profile? Does the inclusion of E, S or G mean an acceptance of lower return or higher risk?
Take back to your office strategies to:
Generate consistent returns through investments that support your risk profile
Operating revenue models are a crucial pillar of foundation sustainability. Analyze your model and plan your changes to secure your revenue stream. Create a roadmap to:
Improve your operating revenue model to enhance financial sustainability.
A holistic risk approach to managing your foundation or endowment is critical in volatile economic environments. Achieve stability in your investment revenue and maintain your organization’s mission. Gain practical insights to:
Manage risks and achieve superior performance in a volatile market.
Participating in a mortgage fund provides a fixed income product without increasing your risk profile. The Canadian commercial mortgage market provides access to a private market with enhanced yield with term specific liquidity.
Create steady returns while managing your risk profile.
In a scenario of increasing interest rates, traditional fixed income investments may not deliver enough returns to sustain distribution goals. Assess the bank loans market to protect your liquidity while achieving your distribution goals. Source intelligence to:
Adapt to increase interest rates to achieve your distribution goals.
Public market volatility can increase risk exposure from public REITs. Protect capital with income stability. Gain insights to:
Reduce capital volatility fluctuations to meet your target returns.
With a Trump Presidency and a potential hard Brexit, investment markets face many uncertainties. Get the latest economic outlook to overcome market volatility for your organization. Source intelligence to:
Overcome market volatility to protect your investments.
An increasing number of foundations are seeking to achieve a better balance between financial and non-financial (ESG) goals. This session will review steps to implement a value-creating Responsible Investing strategy. Gain insights to:
Create a checklist to improve your organization’s triple bottom line.
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The philanthropic landscape is changing quickly and F&Es are required to adapt quickly. Overview the current economic reality of foundations and endowments to attain your organization’s goals. Source intelligence to:
Adapt your organization to a fast changing philanthropic landscape.
Investing has become increasingly complex as investors become more globally oriented and financial data has expanded. Advance towards your return targets with a disciplined and repeatable investment process. Gain insights to:
Harness the power of quantamental investing to bolster your investing process.
Active and passive investing serve different purposes, but market uncertainties can impact their performance. Achieve your target return with strategies that answer both your needs and the market reality. Analyze new strategies to:
Select a strategy to achieve your return target while navigating a volatile market.
Individual investors and the individuals running investment firms regularly make costly investment decisions based on instinctive behaviours. In the context of investing in stocks, discuss:
It’s a tough market, and institutional investors such as, foundations and endowments need solutions that add yield without sacrificing quality. In this intimate session, Sun Life Investment Management experts discuss the growth of alternative fixed income investments and what role they could play in a diversified portfolio. The discussion will aim to provide insight into the private debt market with a focus on commercial mortgages.
Developing a sense of ownership over your investment strategy is key to achieve your targets. Build your capacity to discipline your portfolio and improve your portfolio’s performance. Create a blueprint to:
Establish an investment strategy to achieve your organization’s goals.
Canada’s real estate market boomed in 2016. Evaluate your opportunities in the real estate market to bolster your returns. Source intelligence to:
Drive your returns up by investing in the real estate market.
With the 3% Project, FES is helping young professionals to connect their environmental concerns with their career. Take part in their success and advance your mission with new young allies. Create a roadmap to:
Bring a new perspective to your decision-making process.
Search funds investing has a long history of persistent high returns, in the high 30% ,with a low correlation to other investment vehicles. Analyze the current performance of search funds investments to bolster your portfolio’s returns. Take aways of the presentation:
Gain insights on an asset class that can strengthen your portfolio’s performance.
Faced with large social issues, charities are looking to increase their impact. To do so, they need to go beyond immediate relief and inject sustainability in their programs. Leverage your investments to create a paradigm shift and achieve your mission. Source practical tips to:
Create meaningful change while ensuring your long-term financial health.
Top-tier alternative asset managers are typically known to achieve consistently greater returns. However, access to the top-tier managers is difficult to obtain for many small-to-mid-size Canadian institutions. Learn about strategies and structures to bridge the access gap.
Gain practical insights to:
Enhance portfolio construction using top-tier managers.
Many Canadian foundations are constrained by poorly conceived donor agreements that struggle to identify the responsibility of meaningful stewardship. Avoid common pitfalls in drafting gift agreements with your donors. Discuss best practices to:
Manage donor agreements to protect your reputation.
Mixing public, charitable and private money can enable unique investment opportunities. Join development banks and private investors to optimize your spending and create returns. Gain insights to:
Foster economic development while enabling high returns investment for your organization and partners.