Bringing together investors from all over the world, this event examined what the institutional investor’s portfolio of the future will look like given the large and varied challenges that investors face.
With the ongoing disruption of the COVID pandemic combined with uncertainty around inflation, correlations, volatility and a low yield environment, it is harder than ever to be an investor. Through case studies, this event examined how investors can build robust portfolios to meet changing investment regimes and what the role of alternatives might be as the 60:40 portfolio dwindles as a viable portfolio construction premise. It looked at how investors incorporate mega themes driving their portfolios including renewables and net zero ambitions, geopolitics and China, technology, healthcare and demographics.
Importantly it challenged investors to think about what needs to change, and hasn’t yet, and how the crisis can be a catalyst for new and improved business practices and investment allocations.
The inflation and interest rate discussions, plus hearing various perspectives was very beneficial. Being part of the dialogue and interactions are helpful.
Director of investment strategy and risk, CalSTRS (United States)