The market has seen remarkable growth in spite of the global health crisis. Much of this has been driven by the intervention of central banks and fiscal stimulus. Will we see a return to normal, and if not, what will the new investment landscape look like? What asset mix will institutional investors pursue as they aim to meet their return targets?

The Multi-Asset Strategies Investing 2021 report encourages in-depth discussions with asset owners to provide insightful data on where the market is headed and which asset allocation strategies will help investors achieve maximum returns.

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SECTION 1

A COMPLEX INVESTMENT ENVIRONMENT

1.1 WHITE PAPER: The asset owner complexity landscape: aligning market intelligence and portfolio evolution
- Solovis Representative

1.2 INTERVIEW: Weeding through the investment challenges of COVID-19 and the aftermath
- Donald Lindsey, Chief Investment Officer, American Institutes for Research

SECTION 2

THE ROAD AHEAD

2.1 ROUNDTABLE DISCUSSION: How asset owners will use technology to weather the ongoing volatility storm
- Lauren Dillard, Executive Vice President, NASDAQ
- David Hunter, Executive Director & Chief Investment Officer, North Dakota Retirement & Investment Office
- Allyson Tucker, Chief Investment Officer, Washington State Investment Board
- James Davis, Chief Investment Officer, OPTrust

2.2 INTERVIEW: What does the new year hold for private equity investments?
- Eddie Schultz, Director of Real Assets, Texas Municipal Retirement System

2.3 INTERVIEW: OCIO or Consultant? Which management strategies best serve the fiduciary responsibilities of investment boards?
- Tom Heck, Chief Investment Officer Emeritus, Ball State University

SECTION 3

A MACROECONOMIC PERSPECTIVE

3.1 INTERVIEW: How much disruption did COVID-19 cause to the global economy and what will the recovery look like at a regional and asset class level?
- Ronald Knecht, former-Controller, State of Nevada

3.2 INTERVIEW: What should investors with heavy real estate allocations have on their radars for the foreseeable future?
- Dr. Victor Calanog, Head of Commercial Real Estate Economics, Moody’s

SECTION 4

SUSTAINABLE ALLOCATIONS

4.1 INTERVIEW: Working through the varying grey areas to implements a competent ESG strategy
- Michael Marshall, Head of Sustainable Ownership, RPMI Railpen

4.2 INTERVIEW: How investors are utilizing indices and overlays to gain ESG exposure in their portfolios
- Reid Steadman, Managing Director, Global Head of ESG, S&P Dow Jones Indices

Donald Lindsey

Chief Investment Officer, American Institutes for Research

Lauren Dillard

Executive Vice President, NASDAQ

David Hunter

Executive Director & Chief Investment Officer, North Dakota Retirement & Investment Office

Allyson Tucker

Chief Investment Officer, Washington State Investment Board

James Davis

Chief Investment Officer, OPTrust

Eddie Schultz

Director of Real Assets, Texas Municipal Retirement System

Tom Heck

Chief Investment Officer Emeritus, Ball State University

Ronald Knecht

former-Controller, State of Nevada

Dr. Victor Calanog

Head of Commercial Real Estate Economics, Moody’s

Michael Marshall

Head of Sustainable Ownership, RPMI Railpen

Reid Steadman

Managing Director, Global Head of ESG, S&P Dow Jones Indices

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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

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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.