Agenda

Gain insight into today’s highlights to map the current situation and help in achieving success from today’s sessions

Investment markets will continue in 2021. Get the latest economic outlook to overcome market volatility for your organization. Source intelligence to:

• Anticipate the impact of interest rate changes on your portfolio
• Discover what economic uncertainties can mean for your program and mission
• Determine what you need to do to protect your long-term investments

Overcome market volatility to protect your investments.

Investors are focused on the reduction of both direct and indirect emissions, yet most ignore third party emissions, and this could be a problem. Determine the true impact of your portfolio through a more vigilant assessment of your investments. Build a strategy to:

• Ensure that focusing primarily on decarbonization does not miss the mark
• Assess the space of ESG investing and whether thematic investing vs. ESG factor integration has held up best
• Respond to the most common themes in ESG and impact investment and prepare for emerging themes
• Understand thematic investing as a risk reducer or a return enhancer
• Which asset classes are most prominent in low-carbon investing

Assess the value of your low-carbon portfolio to ensure you are not destroying the planet

Enter Networking Lounge, Connect with Your Industry Colleagues 

• Get a good start on the day and make connections with industry leadership .
• Join “drop-in” roundtables on most topical issues 
• Schedule 1-2-1 video meetings with peers 
• Gather essential content at virtual exhibit booths 

The low yield backdrop hinders investment performance of institutions. Revisit your asset allocation approach to improve your portfolio’s performance. Gain insights to: 

• Assess the impact of a challenging investment landscape on your portfolio  
• Develop a strategy that incorporates private equity, fixed income and alternatives  
• Add incremental value to your investment  

Transform your asset allocation approach to navigate a challenging investment landscape.  

Foundations and endowments are very concerned with building their purpose to further their mission. In order to achieve this, they must both invest in areas that further their mission, but also produce sufficient returns to continue serving their communities. Acquire key insights into how you can: 

• Appreciate what an emerging model of impact investment looks like 
• Assess your current position and challenge your expectations 
• Build an investment portfolio incorporating social purpose real estate 

Uncover the process for evolving toward an emerging model of practice 

The value proposition of low volatility strategies is to provide a pure exposure to Equities while delivering a lower volatility than the index.
Thanks to their risk mitigation process and to their lower participation to market drawdowns, they are expected to outperform over the long-term.

However, risk is multi-dimensional. To construct a low volatility strategy, it is crucial to address a wide spectrum of risks and to look beyond volatility.
Indeed, the asset manager should overcome hidden risks behind low volatility strategies such as:

• Liquidity and capacity
• Interest rates sensitivity
• Potential gap between ex ante and ex poste measurement
• Macro risks
• Carbon footprint
• Concentration

Interest in private debt has increased since the outbreak of Covid-19, with many foundations and endowments looking to add this asset class to their portfolios. Find out how to use private debt to diversify your asset allocation. Gain a clearer understanding of:

• What Private Debt is, its challenges, and its value
• How you should allocate to this asset class
• The best time to invest in Private Debt, and whether it’s a sustainable long-term option
• How COVID affected the private lending space, cautions to lookout for, how it will affect the space in the short and long term

• Transition your organization from donation order taker to strategic philanthropic partner
• Protect your charity from the risks of relying on one or two key donors
• Implement often-overlooked tax efficient giving options

• Focus on sustainable initiatives that scale and have a local impact
• Engage in direct investment initiatives though syndicate partnerships that support impact investments
• Invest in local-led initiatives that can create acceptable returns while furthering your mission