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Stepping away from the siloed approach to asset management. Portfolio construction looking at factors across all asset classes. Manager selection, building multi-asset portfolio’s, diversification, managers & strategies.

The Multi-Asset Strategies Investing, North America 2017 report brings together investment officers, heads of manager selection and those in charge of investment risk and due diligence, amongst other senior job roles. They will explore such topics as global investment trends; creating a mandate; suitable alternative investment areas as part of a wider fund plus picking your manager.

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A strategy that can navigate through any market condition

ARE MULTI-ASSET STRATEGIES VIABLE NOW?

1.1 INTERVIEW: What are the advantages multi-asset investing versus the traditional, siloed strategic asset allocation strategy that is more commonplace among institutional investors?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

Brian Meath, Chief Investment Officer, Multi-Asset Strategies, Russell Investments

1.2 INTERVIEW: Why did OPTrust pursue investing in multi-asset strategies?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

Hugh O’Reilly, Chief Executive Officer, OPTrust

1.3 INTERVIEW: The intricacies of multi-asset strategy in the credit space

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

Joaquin Lujan, Director of Rates and Credit, New Mexico Public Employees Retirement Association

1.4 INTERVIEW: Can multi-asset dilute the ability to capture a manager’s talents by focusing on too many different assets at once?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

Jerry Davis, Chief Investment Officer, Piedmont Family Office

1.5 INTERVIEW: How does multi-asset measure up as a strategy to increase pension funding levels?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

Brian Reed, Director, Retirement Plan Assets, CSRA Inc.

1.6 INTERVIEW: What role are multi-asset strategies playing in defined contributions plans?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

Ron Virtue, Director, Investments, JM Family Enterprises

SECTION 2

SETTING AND IMPLEMENTING GOVERNANCE MODELS

2.1 ROUNDTABLE: How does the outsourced chief investment officer (OCIO) model differ from traditional investment management models?

Moderator:

David Grana, Report Publisher, Clear Path Analysis

Panelists:

David Veal, Chief Investment Officer, City of Austin Employees Retirement System

Tom Heck, Chief Investment Officer, Ball State University

Hal Peterson, Chairman, Investment Committee, Austin Community Foundation

SECTION 3

MEASURING PERFORMANCE

3.1 INTERVIEW: How does multi-asset function as a portfolio management tool?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

Rob Balkema, Portfolio Manger, Multi-Asset Solutions, Russell Investments

3.2 INTERVIEW: Could it be??? The world’s first global multi-asset index

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

Markus Schuller, Manging Partner, Panthera Solutions

Bryan Lewis

Chief Investment Officer, Pennsylvania State Employees Retirement System

Joaquin Lujan

Director of Rates and Credit, New Mexico Public Employees Retirement Association

Jerry Davis

Chief Investment Officer, Piedmont Family Office

Brian Reed

Director, Retirement Plan Assets, CSRA Inc.

David Veal

Chief Investment Officer, City of Austin Employees Retirement System

Tom Heck

Chief Investment Officer, Ball State University

Hal Peterson

Chairman, Investment Committee, Austin Community Foundation

Markus Schuller

Manging Partner, Panthera Solutions

Hugh O’Reilly

Chief Executive Officer, OPTrust

Brian Meath

Chief Investment Officer, Multi-Asset Strategies, Russell Investments

Rob Balkema

Portfolio Manger, Multi-Asset Solutions, Russell Investments

Ron Virtue

Director, Investments, JM Family Enterprises

Russell Investments, a global asset manager, is one of only a few firms providing actively managed multi-asset portfolios and services that include advice, investments and implementation. The firm manages $277 billion in client assets (as of 6/30/17) and provides innovative, customized solutions for hundreds of institutional clients around the globe. https://russellinvestments.com/multiasset

By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

Contributing a thought piece on an issue raised in the market research

Participating in or moderating a roundtable with other industry leaders

Participating as an interviewer or interviewee

Producing a case study white paper written with a client or supplier

Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

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Savvy Investor is the world’s leading “knowledge network” for institutional investors, curating the best pensions and investment white papers from around the web and tailoring research to the interests of individual members. Launched in March 2015, the site has grown rapidly, with a membership consisting primarily of pension funds, asset owners, investment managers and investment consultants.