Institutional asset owners from Canada and the U.S. to look at the issues shaping fixed income allocation and investment plans. Senior investment officers will address an array of topics, ranging from avoiding crowded investment options, investing within portfolio mandate restrictions and alternative options to the traditional fixed income set. Download for free.
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North American based, fixed income asset allocators, were provided a long-awaited present in mid-March, as the US Federal Reserve hiked interest rates to 1% to hold off rapid inflation. However, despite a boost for treasury notes, interest in alternative fixed income strategies has remained untouched, as pension plans, insurers, foundations, and other institutional investment groups seek diversified sources of returns, providing ample reason for innovative fixed income fund managers to remain positive.

This is the 3rd annual report where US and Canadian asset owners come together to discuss the challenges faced in maximising returns in a yield constrained environment, the pay-offs and hurdles to increasing interest rates, effects of US and emerging market economic policies and outlook for further fixed income market innovation. Click on the blue box to download your free copy.

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Allocating capital as inflation and volatility return to the market

SECTION 1

THE CURRENT STATE OF AFFAIRS

1.1 INTERVIEW: The market has been strong since the elec&on, but are there snare traps that investors should be mindful of?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

Ron Knecht, Controller, State of Nevada

1.2 INTERVIEW: Has the private credit market overheated?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

Leighton Shantz, Director of Fixed Income, Employees ReArement System of Texas

1.3 INTERVIEW: How geopoli&cs is influencing fixed income porSolio strategy

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

Mike Rosborough, Senior PorHolio Manager, Global Fixed Income, CalPERS

1.4 INTERVIEW: What do Canadian bank downgrades mean for bond holders?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

David Beattie, Senior Vice President, North America, Moody’s

SECTION 2

WHAT’S WORKING AND WHAT’S NOT

2.1 INTERVIEW: What unique features does a multi-strategy credit portfolio offer that is not found in traditional credit strategies?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

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

2.2 INTERVIEW: Why the City of Portland will no longer invest in corporate fixed income?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

Jennifer Cooperman, Treasurer, City of Portland

2.1 ROUNDTABLE: Is there a clear winner in active versus passive debate?

Moderator:

David Grana, Report Publisher, Clear Path Analysis

Panelists:

Don Lindsey, Chief Investment Officer, American Institutes for Research

Tom Heck, Chief Investment Officer, Ball State University

2.3 INTERVIEW: Beefing up your fixed income strategy with unconstrained investing

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

Aoifinn Devitt, Chief Investment Officer, Chicago Policemen’s Annuity & Benefit Fund

SECTION 3

NEW INVESTMENT OPPORTUNITIES

3.1 INTERVIEW: New opportunities for fixed income investors in the post-reform Mexican energy market

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

Ana Padilla Alaman, Associate Director – Infrastructure LATAM, S&P Global

Ron Knecht

Controller, State of Nevada

Leighton Shantz

Director of Fixed Income, Employees Retirement System of Texas

Mike Rosborough

Senior Portfolio Manager, Global Fixed Income, CalPERS

Joaquin Lujan

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

Don Lindsey

Chief Investment Officer, American Institutes for Research

Tom Heck

Chief Investment Officer, Ball State University

Aoifinn Devitt

Chief Investment Officer, Chicago Policemen’s Annuity & Benefit Fund

David Beattie

Senior Vice President, North America, Moody’s

Jennifer Cooperman

Treasurer, City of Portland

Ana  Padilla Alaman

Associate Director – Infrastructure LATAM S&P Global

Chris Pariseault

Head of Fixed Income Institutional Portfolio Managers,Fidelity Investments

Fidelity Institutional Asset Management®(FIAM®) is one of the largest investment management organizations serving the U.S. institutional marketplace.* FIAM serves financial advisors and advisory firms, offering them resources to help investors plan and achieve their goals. FIAM also works with institutional investors and consultants to meet their varying and custom investment needs. Fidelity Institutional Asset Management provides actionable strategies, enabling its clients to meet their investment mandates and is a gateway to Fidelity Investment’s original insight and diverse investment capabilities across equity, fixed income, high‐income, and global asset allocation.
*Fidelity Institutional Asset Management is a division of Fidelity Investments. Fidelity Investments has assets under administration of $5.6 trillion, including assets under management of $2.0 trillion as of December 31, 2016.

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

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.

Call +44 (0) 207 1931 487 or send a message

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.