Webinars

Asset owners of all stripes continue to seek strategic partnerships with OCIO providers for discretionary investment management and shared fiduciary responsibilities. As OCIO mandates have evolved to help them meet the increased velocity and complexity of markets today, OCIOs have stepped up with flexible and tailored solutions that address the specific portfolio objectives of different asset owners. Alternatives and private investments, multi-asset exposure, liability-driven investing and ESG integration are all in demand, and can be delivered via full, partial and hybrid OCIO approaches.

Join this audio webinar by leading OCIO providers on the evolving investment opportunity set, the range of value-add services including thought leadership, performance reporting and compliance, and where they see the next areas of OCIO innovation.

Is your portfolio prepared for the potential effects of an unexpected twist in global productivity?

We have transitioned to a more volatile, inflationary world—one that necessitates more sophisticated investment strategies and highly nuanced diversification that moves beyond the simple extrapolations of past data.

In this new environment, a deep understanding of productivity gains, and their links to profits and asset-class returns, could redefine strategic allocations and the investment decision-making process.

Please join an interactive conversation, where you'll hear expert insights on:

    •    The dynamic relationship between productivity and profits
    •    Productivity X Factors to keep an eye on
    •    Sector- and country-level implications
    •    The potential impact on long-term, multi-asset allocation
 

Covid 19 imposed many new realities on the U.S. economy: more uncertainty and volatility, new consumer behaviors, and a growing dispersion between “winners” and “losers”.  In this webinar, we will debate how post pandemic behaviors are re-defining the real estate sector.

    •    How are migration trends affecting real estate demand?
    •    Is the U.S. housing market actually undersupplied?
    •    What is the outlook for “Zoomtowns”?
    •    Is capital leading or following these trends and does it signal an opportunity?

In a rapidly evolving retirement marketplace, retirement and wealth advisers are battling to differentiate their practices. The webinar will take place Wednesday, March 29, at 2 p.m. EDT (11 a.m. PDT).

The fixed income markets present both peril and opportunity, coming off last year’s dismal market performance. Asset owners are engaged in re-assessing their fixed income allocation so they can meet diversification and – following last year’s interest rate-hiking cycle – total return objectives. With the ongoing uncertainties about the pace of rate hikes and the potential for growth slowdown, fixed income investors need to adopt a flexible mindset and opportunistic approach in order to best manage interest rate, credit and duration risks and seek out new investments. Many have taken last year’s lessons to heart, that they can no longer be complacent about market velocity and stability of fixed income going forward. 

Our panel of industry leaders – across active and passive approaches and public and private sectors – will provide their perspective on fixed income segments to consider today. They will discuss the increased dispersion across many fixed income segments, how private credit and loans are showing resilience, and the improved risk-return profile of corporate credit, among other sectors and approaches.

In a rapidly evolving retirement marketplace, retirement and wealth advisors are battling to differentiate their practices in the face of services commoditization, industry consolidation and eroding margins. DC-centric aggregator firms are using advancing technology and data to broaden their reach to a new revenue stream – leveraging the participant relationship to build a Wealth Management Practice.

Join State Street Global Advisors’ Greg Porteous, Head of DC Intermediary, Peter Hill, Head of Emerging Institutional & Model Portfolio Solutions Channels, and Dick Darian, Founding Partner, Wise Rhino Group, for a conversation on the benefits and obstacles on how plan sponsors, wealth managers and retirement advisors can work together to better serve DC plan participants.

The Inflation Reduction Act of 2022 was possibly the most significant piece of climate-related legislation in decades. The bill was more about infrastructure and addressing climate than it was about the bill's name – inflation reduction. The restructuring of many clean energy tax credits should prompt several companies to reevaluate their climate change plans.

The expansion of tax credits is consistent with the Biden Administration's commitment to the Paris Accord agreement and will likely serve as a catalyst for reaching its stated climate goals as taxes and regulation often impact investment decisions. In this webinar, we will discuss opportunities in renewable energy and infrastructure investments that we believe will benefit the most from this legislation.

Having experienced recent inflationary pressures, rising rates, and uncommon volatility in the bond market, plan sponsors may need to rethink how fixed income is offered to their participants, both as standalone investments and within target date or other multi-asset investments. Part of this evaluation includes revisiting our expectations and objectives for fixed income; do conventional fixed income allocations still meet the mark, or is it time to explore more strategically diversified fixed income portfolios that may better align with participants’ needs?

In this webinar, we will share new research on the diversity of fixed income exposure currently offered within plans, contrast the types of fixed income strategies offered in plans with the objectives plan sponsors say they want fixed income to meet in participant portfolios and discuss ways to diversify and refine fixed income allocations without overcomplicating the investment menu for participants.

Today’s environment offers a unique opportunity to rethink fixed income allocations.

Longevity literacy—an understanding of how long people tend to live in retirement—is key to retirement preparedness. If you don’t have a realistic understanding of a participant’s life expectancy, you are missing a foundational component of your retirement plan: a time horizon.  An engaging discussion on how to think about this theme holistically across the financial, physical, mental and social dimensions of your defined contribution plan population is planned for this session.