Investment markets face many uncertainties in 2020. From tariffs to consumer confidence, get the latest economic outlook to overcome possible downturn and market volatility. Source intelligence to:
Create an action plan to capitalize on market volatility and protect your investments.
Top Foundations and Endowments are looking at both defensive and offensive strategies when it comes to meeting their investment objectives. Join us for a discussion with some of the most successful Foundations and Endowments as they provide key insights into their asset management strategies. Gain best practices in:
Take back successful investment strategies that will build your organization’s financial success
Investment committees generally spend more time selecting managers than determining asset mix. Deliver on a more optimal approach to building your asset mix. Create an action plan to:
Build our future investment goals through a more logical asset mix
A well-designed portfolio takes advantage of all asset classes, but some are more lucrative than others. This round table discussion will look into how you and your peers are performing, and determine what the optimal diversification could look like in today’s market.
Good governance is the cornerstone of a strong organization, affecting everything from public trust to operational excellence to financial stability. But executing exemplary governance is a difficult endeavour and requires diligence and fortitude. Source practical tips to:
Enable continuous improvement in operational governance and financial stability.
By now, all endowments and foundations have explored the use of SRI and Impact investment vehicles, with some experiencing more success than others. Millennial investors, according to a new The Star research report are more likely to invest in sustainable funds, and are more likely to be loyal to organizations that do likewise. Master the success factors to:
Build wealth and further your mission through more practical and strategic SRI solutions
Endowments must discover the right balance between achieving financial and mission related returns. Unearth new approaches to realizing improved risk-adjusted returns, while meeting your mission mandated goals. Take away practical solutions to:
Deploy more of your funds toward higher return investments that align with your mandate
The concept of buying illiquid assets as a long-term investment for endowments has been popularized by many foundations and endowments. Historically investors have achieved above average returns through real estate, private equity/venture capital, and even infrastructure. Source your plan of action to:
Gain a solid plan to capitalize on how the Illiquidity Premium can increase your returns
Diversifications remains an essential hedge against downside risks, yet foundations remain reliant on tired strategies and traditional models. Jump start your new diversification plan by applying new approaches to
portfolio structure. Source innovative solutions to:
Deliver higher returns through new diversification strategies
Endowments and Foundations take a long approach to their investing needs. One simple and ubiquitous option are ETFs. Gather new insights into:
Gain simple solutions to strengthen your investment strategy.
There has been poor fixed income performance in Canada, but global fixed income remains an easy win for most organizations. Take advantage of international fixed income markets to build out and diversify your portfolio. Develop practical solutions to:
Shore up your portfolio against volatility with prudent foreign fixed income investments
While many investors express concern that RI strategies generate lower returns, studies have historically indicated otherwise. Harness the benefits of RI in your organization to increase returns.
Take away important strategies to:
Address potential opportunities, challenges, and solutions in RI investing in your organization
Public market volatility can increase risk exposure from public REITs. However, you can branch out into other capital opportunities through private REITs. Develop new strategies to:
Make the shift to more private capital to meet your target returns.
Private equity carries big returns, big fees, and a big opportunity for the endowment model of investing. Delve into the details through a robust and sophisticated discussion about the nuances of private equity investment. Achieve a step-by-step action plan to:
Take back practical solutions on how to capitalize on new opportunities in private equity
Hedge funds have taken some criticism over some lower rate of returns, but in many cases those funds were poorly structured hedges. Improve your hedging strategies by evaluating the pros and cons of hedge funds across a variety of scenarios. Source insights into:
Expand your hedge fund exposure to improve your returns in a volatile market
Large and long market crashes that can decimate your portfolio are rare, but they can and do occur. Prepare your portfolio for the worst-case scenario, by restructuring your downside exposure with the most up to date allocation strategies. Master the success factors to:
Take control against downside risks and bolter your portfolio to profit during the next crash
As government policies fail to adequately tackle environmental issues, foundations and endowments have filled the gap by investing in environmentally aligned companies. In many cases, the ROI has been above established benchmarks, and we are now seeing long-term returns continue to grow. Source practical and sustainable investment solutions to:
Optimize your sustainable investment strategy with a more tactical approach
Although investment committees have significant investment experience, they are not experts on all investment vehicles or market trends. To ensure your investments perform optimally, it is essential that committees are well versed in all outcomes to limit negative returns. Take back strategies to:
Enhance committee decision making through the latest innovations and best practices
Unwind and mingle with the delegates and speakers at our “exclusive” end-of-the-day reception. Bring your business cards!
Asset allocators have expressed concerns about the Treasury market, and financial policy in general. Since monitory policy is intended to influence markets, it is essential that asset allocators infuse Macro-Principals into their investment strategies. Adopt best practices to:
Advance your understanding and response to macro policies to avoid negative returns
Global financial markets continue to perform well, but bull markets end, and many investors see downturns on the horizon. Improve your risk mitigation strategies and position your organization for positive growth even in a downturn. Create a blueprint for:
Create an action plan for mitigating your risks of negative returns and thrive even in bear markets
Institutional investors have been holding off on investing in the fledgling cryptocurrency asset. However, there is a small and growing group of endowments and foundations who see cryptocurrencies as a viable asset class with tremendous upside. Examine the issues involved assessing the risks and opportunities of investing in cryptocurrencies:
Assess the role cryptocurrencies can play as an asset class in your portfolio
The variety of investment options continues to grow, and consequently, so does the various alternative investment vehicles. From wine and art, or infrastructure and real estate, alternatives can be a confusing labyrinth to negotiate. Source your plan of action to:
Take back tactical strategies for exploiting more niche and lucrative alternatives
There has been a great deal of excitement surrounding SRI, and many organizations have actively divested in historically high performing stocks. Join in this moderated discussion as we assess the value – both social and monetary – of a divested portfolio versus a traditional investment approach.
Investors traditionally have sought out gold in difficult markets, using it as a defensive strategy against uncertainty. And while gold has performed well over the last few years, it is not without some volatility. Now, with some rumblings of a pull back, investors need to reassess and create a blueprint to:
Optimize your gold strategies while improving long-term yields.
Investing in rare earth metals make sense given their importance to driving higher adoption of green energy. However, they are vital to many innovative industries and are expected to continue to see growth into 2050, particularly from emerging economies. Source practical tips to:
Establish an investment strategy to invest in the commodities that are foundational to your organization’s mission
The global real estate market continues to grow, but not evenly everywhere. Evaluate the opportunities in the global real estate market, and what it can do for your portfolio. Source intelligence to:
Drive your returns through prudent real estate investments
Endowments must find the right balance between achieving both financial and mission related returns. Achieve risk-adjusted financial returns, urban carbon reduction results and mobilization of capital into low-carbon solutions by demonstrating and de-risking opportunities in your organization. Get insight into:
Deploy more of your money in alignment with your mandate
Many endowments and foundations have experienced success while delivering on their missions through investments that were tackling environmental issues. With the environment taking an increasing importance financially and politically, the prospects for long-term returns continues to grow. Master the success factors to:
Develop an action plan to increase your exposure and success through sustainable investment
Hedge funds do have a place in your ESG portfolio, both from a mission promoting standpoint, but also from a returns perspective. Gain a solid background on how organizations are strategically using hedge funds to lower their risks and fund their missions. Adopt best practices to:
Build higher returns and mitigate risks through appropriate ESG hedge funds
Emerging markets continue to generate a great deal of interest from investors, but also a bit of trepidation. However, savvy investors who understand the market, and can initiate an appropriate strategy, can see outsized gains. Adopt best practices to:
Explore the opportunities available in emerging markets that deliver higher ROI
As some fixed incomes expected to give negative returns, many investors are looking to diversity out of bonds and into other relatively safe investments. Adopt an agressive proactive risk strategy that prioritizes liquidity and yet provides acceptable risk-adjusted returns. Take back strategies to:
Develop a more responsive diversification strategy to improve your returns
Your investment managers hold key information and insights on current and future risks and opportunities. To mitigate risks, meet due diligence criteria, and enhance performance, selecting a trusted and aligned money manager requires a careful search and evaluation. Acquire key insights into how you can:
Uncover the process for conducting a manager search that prioritizes prudent wealth generation
While the long game is the most effective way to manage your assets, there are times and conditions that warrant more short-term thinking. With markets directions still fluctuating, shrewd investors are capitalizing on short-term alternative assets that are yielding above average returns. Walk away with an action plan to:
Bolster your investing options to improve your alternative and short-term returns.
The low yield and high volatility have stalled investment performance for most organizations in 2019. Revise your asset allocation approach and improve your portfolio’s performance in 2020 and beyond. Gain strategic insights to:
Transform your asset allocation approach to navigate new trends in the investment landscape.
Foundations face a growing need to ensure their community is engaged in their mission statement. For organizations committed to transparency, their IPS must reflect a more complex fund stewardship. Bring your governance to the next level an action plan to:
Improve your fund stewardship governance to include greater transparency and community engagement