Name: What’s Trending in the Defined Contribution Marketplace?
Start: 2022-08-04T16:00:00Z
End: 2022-08-04T16:00:48.000Z
Location: BrightTALK
Rating: 4

As a trusted investment partner to leading institutional and financial professional clients globally, Wilshire delivers both investment expertise and indexes. We provide the data, analytics, insights and solutions required by investors facing dynamic markets and evolving investment requirements.

Wilshire Advisors LLC (“Wilshire”) is an investment adviser registered with the SEC. Wilshire® is a registered service mark.

Please join us for the Second Quarter 2023 Market Update as we review key takeaways from last quarter's market activity, a few points on Wilshire's market outlook, and how our portfolios express these views.

Second Quarter 2023 Market Update

Wilshire Compass is moving to a browser-based platform located at compass.wilshire.com.  This webinar is intended to provide users with an overview of the system, enhancements that have been made, and provide a basic understanding of how to navigate the new platform.

Wilshire Compass Overview

Please join Wilshire for a mid-year update on regulatory landscape, judicial activity and trends in the defined contribution plan industry.

2023 Mid-Year Fiduciary Update for Defined Contribution Plan Sponsors

Join Philip Lawlor, Managing Director, Market Research and Andrew Dougan, Managing Director Index Research at Wilshire for a 30-minute webinar discussing the analytical pitfalls encountered with typical style and factor rotation and how best to identify pure factor premia.

Do traditional style and factor indexes create a false market narrative?

Join Philip Lawlor, Managing Director, Market Research at Wilshire for a 30-minute webinar that examines key market navigation drivers and discussion points facing investment decision-makers today.

1. Market EPS estimates continue to be revised lower, however 2024 is forecast to see a strong recovery in EPS growth. What confidence can be attached to the view that the trough of the earnings cycle is in sight?

2. A key feature of U.S. market dynamics over the last 10 years has been the scale of buybacks driven by the technology sector. Buybacks are showing signs of a structural reversal. Are there any sectors capable of taking up the tech sector buyback leadership baton?  Importantly, a deterioration in buybacks has large implications for long-term shareholder return projections.

3. After witnessing a significant derating for most of 2022, markets have seen PE valuations expand since October. However, a key question is whether the U.S. valuation premium has peaked? Does the recent move resemble the pattern of other bear market rallies?

Are we there yet? The status of the profit, buyback, and valuation cycles

Join Philip Lawlor, Managing Director, Market Research at Wilshire for a 30-minute webinar that examines key market navigation drivers and discussion points facing investment decision-makers today.

Topics this month:

Risk appetite has been buoyed by the Goldilocks narrative of a soft landing, dovish Federal Reserve pivot and easing financial conditions – has this generated a ‘too soon’ conundrum for the Fed?

Is there an underestimation of the 'higher for longer' tail risk?

Valuation shifts remain the key driver of market returns – are current valuation levels and the recent PE expansion consistent with longer term inflation expectations?

Has the new Goldilocks narrative created a 'too soon' conundrum for the Fed?

Please join us for the Wilshire 2022 Year in Review and Market Update Webinar as we review key takeaways from 2022 including last quarter's market activity, a few points on Wilshire's market outlook, and how our portfolios express these views.

2022 Year in Review and Market Update Webinar

2022 interest rate hikes ignited a dormant interest rate “volcano” with potential to spark eruptions for years to come. Wilshire’s Robert Appling, Managing Director and Nathan Howes, Vice President, share strategies to position non-profit portfolios in this new environment -- inspired by the amazing World Cup and historic infrared images from the James Webb space telescope.

In this presentation, Wilshire covers the following strategies:
• Reconfirm objectives: The volcano may keep erupting
• Reimagine asset allocation: Build a World Cup soccer team
• Reveal hidden risks: Recalibrate your telescope

Lessons from Volcanoes, the World Cup, and Infrared Light

Join us for The Big Question, a new Market Navigation webinar series from Wilshire that examines key issues confronting investment decision makers. Philip Lawlor and Josh Emanuel assess the degree to which the economic, financial conditions, profit, valuation and sentiment cycles reflect recession risk and how much is now priced into markets. They will also examine the catalysts and inflection points needed to bolster confidence.

The Big Question: How much recession risk is priced into markets?

Please join us for the Third Quarter 2022 Market Update as we review key takeaways from last quarter's market activity, a few points on Wilshire's market outlook, and how our portfolios express these views.

Third Quarter 2022 Wilshire Market Update

Join top digital asset industry experts DAR and Cloudwall as we discuss:
o Why a digital taxonomy system was created and its continued importance today 
o Why it is an essential requirement for risk attribution 
o How it aids in the creation of diverse investment products

Why DATS is Essential for Digital Asset Product Creation and Risk Attribution

Please join us for the Second Quarter 2022 Market Update as we review key takeaways from last quarter's market activity, a few points on Wilshire's market outlook, and how our portfolios express these views.

Second Quarter 2022 Market Update

Wilshire's panel of experts will provide a timely update on key developments impacting U.S. defined contribution plan sponsors. Topics will include:
• Regulatory and legislative environment 
• Environmental, Social, and Governance (ESG) considerations
• Marketplace trends

What’s Trending in the Defined Contribution Marketplace?

Defined Contribution

SECURE Act 2.0

Retirement Reform

Retirement Market

Retirement Savings

Retirement Income

Strong Retirement

Secure Retirement

OCIO

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What’s Trending in the Defined Contribution Marketplace?

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