With corporate America in a new phase of confidence driven by a business focussed administration, domestic stocks are hitting all highs whilst bond prices are undergoing a suppression in returns. Asset-liability focussed investors are thus on the lookout for new minimal risk, return seeking strategies whilst not over-exposing themselves to alternative risk. Into this picture, multi-asset strategies have emerged as a magic pill, with institutional asset owners embracing a cross section of assets and investment either in-house, through outsourced investment managed, or pooled fund approach.

The third annual Multi-Asset Strategies Investing, North America report brings together a multi background line-up of 9 asset owners and market commentators to debate, outline and review sector trends impacting the multi-asset investment market. Issues to be looked at include, building dynamic multi-asset strategies, the role of multi-asset funds in the simplification of investment portfolios, factor investing’s introduction, weighing the decision to in versus outsource investment management, plus the application of multi-asset funds in Defined Contribution portfolios.

Share with others:

SECTION 1

NEW WAYS OF TACKLING MULTI-ASSET

1.1 INTERVIEW: The strengths of multi-asset in protecting against market corrections
Interviewer:
David Grana, Head of Production, Clear Path Analysis
Interviewee:
Brian Meath, Chief Investment Officer, Multi-Asset Solutions, Russell Investments

1.2 INTERVIEW: Fitting multi-asset into a modern portfolio?
Interviewer:
David Grana, Head of Production, Clear Path Analysis
Interviewee:
Mark Andersen, Senior Vice President and Manager, Callan Trust Advisory Group

1.3 INTERVIEW: Why the “things in-between” matter: The power of a multi-asset approach in increasing asset diversification for the sake of risk and return
Interviewer:
David Grana, Head of Production, Clear Path Analysis
Interviewee:
Ron Balkema, Portfolio Manager, Multi-Asset Solutions, Russell Investments

1.4 INTERVIEW: The OCIO/internal CIO relationship during the fundraising process
Interviewer:
David Grana, Head of Production, Clear Path Analysis
Interviewee:
Tom Heck, Chief Investment Officer, Ball State University

1.5 ROUNDTABLE: Managing a multi-asset portfolio today
Moderator:
David Grana, Head of Production, Clear Path Analysis
Panelists:
Brent Rossum, Director, Front Office Product Management, North America, SimCorp
Venkat Balakrishan, Director, Senior Fund Manager, ICMA-RC
Dec Mullarkey, Managing Director, Investment Strategy, Sun Life Investment Management

1.6 WHITE PAPER: Tools to support multi-asset growth
Marlena Fitts, Global Front Office Product Strategist, SimCorp

SECTION 2

THE MACROECONOMICS OF MULTI-ASSET INVESTING

2.1 INTERVIEW: Are crowded trades in developed markets pushing multi-asset investors into emerging markets?
Interviewer:
David Grana, Head of Production, Clear Path Analysis
Interviewee:
Don Lindsey, Chief Investment Officer, American Institutes for Research

2.2 INTERVIEW: Can multi-asset strategies get your portfolio over the hurdles that investors face in today’s market climate?
Interviewer:
David Grana, Head of Production, Clear Path Analysis
Interviewee:
Ajit Singh, Chief Investment Officer, Houston Firefighters’ Relief and Retirement Fund

SECTION 3

CHALLENGES IN THE DEFINED CONTRIBUTION SPACE

3.1 WHITE PAPER: Why alternatives in multi-asset DC plans are not all they are cracked up to be
Charles Van Vleet, Chief Investment Officer, Textron

Brian Meath

Chief Investment Officer, Multi-Asset Solutions, Russell Investments

Tom Heck

Chief Investment Officer, Ball State University

Brent Rossum

Director, Front Office Product Management, North America, SimCorp

Dec Mullarkey

Managing Director, Investment Strategy, Sun Life Investment Management

Marlena Fitts

Global Front Office Product Strategist, SimCorp

Don Lindsey

Chief Investment Officer, American Institutes for Research

Ajit Singh

Chief Investment Officer, Houston Firefighters’ Relief and Retirement Fund

Charles Van Vleet

Chief Investment Officer, Textron

Mark Andersen

Senior Vice President and Manager, Callan Trust Advisory Group

Ron Balkema

Portfolio Manager, Multi-Asset Solutions, Russell Investments

Venkat Balakrishan

Director, Senior Fund Manager, ICMA-RC

Lead Report Sponsor

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

Report Sponsor

SimCorp provides integrated, best-in-class investment management solutions to the world’s leading asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers and sovereign wealth funds. Whether deployed on premise or as an ASP solution, its core system, SimCorp Dimension, supports the entire investment value chain and range of instruments, all based on a market-leading IBOR. SimCorp invests more than 20% of its annual revenue in R&D, helping clients develop their business and stay ahead of ever-changing industry demands.

Listed on NASDAQ Copenhagen, SimCorp is a global company, regionally covering all of Europe, North America, and Asia Pacific.

For more information, please visit www.simcorp.com

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.