How will the global and North American economic backdrop impact financial markets in the years ahead? Get the latest economic outlook to overcome market volatility for your organization. Source intelligence to:
Steering your portfolio through the next phase of the cycle.
The final stages of a bull market are often surprisingly profitable. Managing this high return vs. high risk reality heightens the importance of accurately managing investments late in the market cycle. Discover how to give up some upside in the late stages of a market cycle by moving to cash/bonds to protect your asset base. Take away a plan to:
Investment committees are typically comprised of volunteers with significant investment experience. To make effective decisions, it’s critical to be aware of biases and influences that can negatively impact decisions. Take back to your office strategies to:
Enhance committee decision making through best practices
Investment demand for gold has grown 18% per year, on average, since 2001. Today, in an environment of increasing market volatility and geopolitical risks, gold is more relevant than ever for institutional investors seeking returns, low correlations, liquidity, and diversification opportunities. This discussion will explore factors that influence gold’s performance and analyze portfolio impacts relative to other asset classes.
Exploring how institutional investors can stay at the forefront of climate change and how to achieve enhanced equity returns through a clear investment rationale while integrating ESG factors.
The concept of buying illiquid assets as a long-term investment for endowments has been popularized by David Swensen, CIO of the Yale Endowment fund. Achieve excess returns for your organization by investing in illiquid investments like real estate, private equity/venture capital, and even timber. This session will explore
This session will explore:
Understand how the Illiquidity Premium works to increase your returns.
A holistic approach to managing your not-for-profit pool is critical. How do you achieve investment returns while being consistent with your organization’s mission and investment beliefs? In this session, we will discuss:
Real assets have become an integral part of the investment landscape in Canada. Indeed, Canadian institutional investors are widely recognized as leaders in Infrastructure and Real Estate investing by their global peers. But how can non-profit organizations capture the advantages, and manage the risks, associated with these asset classes? Join us for the opportunity to learn about key trends impacting real asset investing today including:
Institutional real estate allocations are skewed towards passive core and core-plus strategies, however incremental investment flows in recent years have been biased to active strategies including value-add. Multi-family value-add investment programs are especially well positioned in the current environment given their defensive nature and as rent growth continues to play catch up with price appreciation. There remains the ability to drive income growth through varying market conditions as executing on a well-planned value-add program helps to offset potential market risks should they present.
Organizations are re-thinking the way they are investing in causes closest to their missions. Create a business case for philanthropic investment to drive value for returns. Master the success factors to:
Develop your mission-related investment strategy while driving results.
Adding a high yield bonds to a portfolio can be beneficial for investors looking to increase their income/return potential but are hesitant to increase their equity risk. Discover the pros and cons of incorporating HYB to your portfolio. Take away a plan to:
Change the way you look at HYB and incorporate them into your portfolio
Digital assets and cryptocurrencies have seen a recent explosion in growth. But despite some obvious benefits of digital assets and cryptocurrencies, institutional investors have been slow to fully engage in this asset class. Find out how you can use security tokens via Security Token Offerings (STOs), to invest in cryptocurrencies. Take away strategies to:
Take away strategies to:
Innovate your investment strategy with new cryptocurrency technology
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:
Employ active ownership to achieve investment and mission goals
The financial picture for Canada's charities and nonprofits is undergoing a profound change. For decades, citizens have come to both benefit from and expect services that they can access from these organizations in their communities. This session will take a look at the changing financial climate including an examination of Canada's looming Social Deficit. Questions will be posed about how adaptation and innovation can take place in the coming years.
Outside of the diversification benefits, real assets provide a healthy and high proportion of income compared to most public market securities, making them an ideal asset class for endowments and foundations. Real Assets can also be used to provide a much better commodity factor exposure than what you would find in the energy and materials space within public market securities.
Horizons ETFs believes that indexing should be as low cost as possible. Fees are only a part of that cost. Tracking error and after-tax considerations are as important. Learn how Horizons ETFs combines these three elements into their Total Return Index ETFs.
The Canadian market represents one of the best markets to invest in today, driven by our country’s growth potential, solid balance sheet, superior corporate governance and attractive valuations. The discussion will show where we see highly attractive opportunities in Canada, based on our set of strict investment criteria and consideration of ESG factors.
Responsive Investing is no longer “niche,” but still not “vogue”. 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 strategies to understand:
Address potential opportunities, challenges, and solutions in RI investing in your organization
Mitigate risks, meet due diligence, and enhance performance through manager selection. Acquire tricks of the trade and avoid pitfalls when conducting your own search. Learn how to:
Determine how to search and select asset managers for your mandate.
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
Impact investment’s definition remains broad, and various options exist. Explore impact investing avenues and develop strategies to achieve your mandate. Get practical insights from case studies to:
Develop your mission-related investment strategy based on best market opportunities.
As an active owner, endowments engage with companies and managers they invest in. Actively manage environmental, social, and governance practices to preserve long-term shareholder value and enhance your long-term returns. Take away strategies to:
Employ active ownership to achieve investment and mission goals