Ever wondered what it’s like to experience a global FIS event?

The Top1000funds.com Fiduciary Investors Symposium event series has been built on a close association with academia.

For 15 years we have been hosting asset owners from all over the world on leading university campuses, giving delegates an immersive educational experience and challenging them to think bigger.

Check out this video for a taste of this unique experience.

 

 

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UPCOMING GLOBAL EVENTS

September 17-19, 2024 | Stanford University, USA
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November 19-21, 2024 | University of Oxford, UK
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March 18-20, 2025 | Raffles/National University of Singapore
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May 19-21, 2025 | Harvard University, USA
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September 16-18, 2025 | Stanford University, USA
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November 4-6, 2025 | University of Oxford, UK
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The twin forces rewriting the rules of investing

The twin forces rewriting the rules of investing

Portfolios built for the old world will be severely tested as emerging forces rewrite the rules of investing. The Fiduciary Investors Symposium heard that geopolitical and macroeconomic upheaval, together with the disruption wrought by AI, should force asset owners to rethink the structure and composition of portfolios.

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A practical guide to the long-term

Thinking and acting long-term and holding their service providers to account on long-term risk behaviours and measures, is one of asset owners’ most enduring challenges. Speaking at the Fiduciary Investors Symposium at Cambridge University a panel of experts highlighted important tools asset owners can deploy to ensure they stay focused on the long-term.

OTPP boosts bonds, late cycle protection

OTPP increased its bond allocation from 22 to 31 per cent last year. The defensive strategy was aimed at taking advantage of rising yields in fixed income markets and protecting the portfolio from a potential economic slowdown given the late cycle and decade-long economic expansion.

Oregon’s real estate revamp

Oregon State Treasury has de-risked its $12 billion real estate allocation, moving away from closed end, private equity-style investment and its associated inherent cyclical risk and total return focus. Building in more liquidity and transparency, reduced volatility and lowered fees via evergreen manager partnerships in separate account and open-end fund structures.

A ‘Sputnik Moment’ with China?

Whither United States-China? Stephen Kotkin, Professor in History and International Affairs at Princeton University and adviser to conexust1f.flywheelstaging.com, discusses the changing nature of the complex relationship between the US and China and the struggle underway as these two large economies find their positions in the economic and technological hierarchy. So what should investors watch for?

Dutch fund prioritises labour rights

The €9 billion ($10 billion) Dutch fund for disabled workers, PWRI, has introduced a proprietary index that tilts towards companies that prioritise workers’ rights and health and safety issues. It’s a revolutionary approach to reflect the fund’s distinctive ESG priorities and a guide for other investors wanting to prioritise the “s” in ESG.

NZ investors act on terror attack

New Zealand’s largest investors are urging Facebook, Google and Twitter to take more responsibility for what is published on their platforms, following the live-streaming and sharing on social media of last week’s Christchurch terror attacks. They are calling on other global investors to act with them.

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