Investment Risk Management for Endowments and Foundations
Risk management for endowed charitable entities, with longer investment horizons, focuses on key components or “pillars” that reflect the unique purpose of these organizations. These components include establishing an asset allocation and monitoring results through a custom lens, aligning investment policy and distribution policy, managing exposure to illiquid asset classes, managing volatility and, importantly maintaining the appropriate governance and structure to align with the organization’s broader objectives.
Our team will address methods to answer common questions raised by board members:
Are we meeting our absolute return goals?
Are we managing risk?
Are we generating fair returns on the risks we are taking?
Join us for a discussion of the unique risk management issues faced by endowments and foundations.
RecordedJan 22 201556 mins
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Matt Peron, Global Head of Equity, Northern Trust; and Mike Hunstad, Head of Quantitative Research, Northern Trust
In this installment of our webinar series we take another step beyond theory into the practical “how to” of factor investing. We will take a deep dive into the comprehensive multi-factor programs that were designed to meet specific and complex objectives.
There could be double-digit earnings growth with proposed corporate tax cuts and a recovery in energy. The stock market might follow suit. Is there a new regime in equities and is your portfolio ready?
Carl Tannenbaum - Chief Economist; Jim McDonald - Chief Investment Strategist
Join Northern Trust investment experts who will discuss their perspectives on the state of the financial markets, potential timing of a Federal Reserve interest rate move and the implications for institutional investors.
In this webinar you'll hear from:
Carl Tannenbaum - Chief Economist
Jim McDonald - Chief Investment Strategist
Stephen Cousins, CFA - Director of Relationship Management, Institutional Group will host this webinar and lead the Q&A using viewer submitted questions.
Matt Peron, Michael Hunstad, Ph.D., Mark C. Sodergren, CFA
The Factor Research Quarterly webinar series is designed to share our most recent insights into the state of equity factors around current market events and trends. This quarter will focus around:
-U.S. Election: volatility & performance
-Real factor exposure: is it about sectors?
-Factor valuations and forecasts
-Up next: measuring monetary policy error
Whether it’s referred to as smart beta, factor-tilts, systematic alpha, or Northern Trust Asset Management's own Engineered Equity; factor-based investing is the new paradigm in equity investing and an essential topic for sophisticated investors globally.
The second of our Factor-based Investing series will see us taking a fresh look at how Asian investors can enhance portfolio construction by a more efficient and intentional sourcing of excess returns. Our first webcast addressed “why factors”, this time we'll focus on the practical “how".
Matt Peron, Head of Global Eqty; Michael Hunstad, PhD, Head of Quant. Research & Sabrina Bailey Head of Retirement Solutions
This webinar will provide investors with a framework for understanding true factor exposure and, how to approach portfolio construction differently to capture the intended exposures necessary to achieve your objectives.
Key topics include:
• The importance of execution – critical characteristics every asset owner should be aware of
• A new way to measure factor efficiency – determining your true factor exposure
• Portfolio construction 2.0 – looking at your portfolio through a different lens
• Case studies – practical applications from leading institutional investors
Dan Kutliroff, Sr. Retirement Solutions Strategist; Jessica Hart, Practice Lead; Armand Yambao, Dir. - Pension Risk Strategy
Thinking strategically in an environment that requires constant tactical reaction, has become increasingly difficult. And when you’re managing a pension plan, we understand the importance of constantly addressing both. In an effort to help in this process, our investment experts have created a new quarterly webinar series designed to discuss the key market events and regulatory items that specifically affect retirement plans and provide actionable ways to address them.
In our inaugural webcast will focus on three key areas:
1.Market Update – navigating the low interest environment
2.Regulatory Review – understanding the latest Pension Protection Act provisions
3.Case Studies – Innovative ways to increase duration
•Dan Kutliroff, Senior Retirement Solutions Strategist
•Jessica Hart, Practice Lead, Retirement
•Armand Yambao, FSA, EA, CFA, Director of Pension Risk Strategy
Register now for this quick, yet informative, 30 minute update to explore the most pressing items impacting retirement plan management.
John Keshner, MD, Endowments & Foundations, Bei Saville, CFA, CAIA, Client Investment Officer, Endowments & Foundations
In a historically low-yielding global environment, investors are increasingly looking beyond traditional investment opportunities. Emerging markets, with improving macroeconomic policies, strengthening domestic demand, stronger balance sheets and higher FX reserves are ripe for investors seeking additional sources of return. However, with a broadening emerging market universe expanding to include Africa and Middle East, investors need to understand the risks and vulnerabilities inherent in these markets.
Looking through the lens of an investor we will discuss strategies and ways to manage your EM exposure. Discussion topics will be focused on:
• The significance of the emerging markets growing share of global GDP
• Identifying resilient emerging market opportunities
• An investment framework that explores thematic investment opportunities focused on the strength of domestic demand
• Prudent management of investment risks and regulatory frameworks in individual markets
Register now to hear from our industry experts on how to assess the relative risks and take advantage of the growing opportunities in the expanding emerging market economies.
Jim McDonald, Claire Meier, Daniel Phillips, CFA, and Bethany Morris
Wondering what the rise of populist politics globally might mean for investors? Join our top investment experts as they discuss key themes from our five-year capital market assumptions -- including Populist Roulette.
Join this timely webinar now and learn more about:
-Slow Growth Angst
-Market Cycles in a Cycle-less Economy
Northern Trust delivers investment solutions to institutional and high net worth investors around the globe. Asset Management at Northern Trust begins with listening - in order to develop thoughtful solutions to your unique investment objectives.
Investment Risk Management for Endowments and FoundationsJohn Keshner, Managing Director and Practice Lead, Multi-Manager Solutions[[ webcastStartDate * 1000 | amDateFormat: 'MMM D YYYY h:mm a' ]]56 mins