· What is the role of alternatives in a portfolio? · When should market turbulence lead investors to change the asset allocation of their portfolios, and when is it time to “stay the course”? · In an investment landscape where alpha is increasingly hard to find, why would an investor want…

How does our process help investors navigate markets? What tools enable us to ignore the noise? Can US investors afford to ignore international markets? What does risk management mean to us?

Quanta mental is a growing investment approach that brings together two philosophies and schools-of-thought – Quantitative and Fundamental Investing.1. Can you tell us about your quanta mental investment philosophy at Neuberger Berman?2. I’m sure now and then there are disagreements between the…

WorldPensionSummit 2019 compilation video of the 10th edition of this global platform for and by pension professionals from around the globe. The 10th edition was held at the Louwman Museum in The Hague on 22-24 October 2019.

Interview with Caroline Ramscar, Head of Sustainable Solutions at Legal & General Investment Management during the WorldPensionSummit 2019, 22-24 October 2019 at the Louwman Museum in The Hague.

Interview with John Reade, Chief Market Strategist and Managing Director of Research of World Gold Council, during the WorldPensionSummit at the Louwman Museum in The Hague, 22-24 October 2019. John's answers questions like how an allocation of gold, would have benefited a pension fund over the…

Interview with Christian Lemaire of Amundi Asset Management during the WorldPensionSummit 2019, 22-24 October 2019, Louwman Museum in The Hague.

1) What trends are you seeing in the OCIO market broadly? --- I’ll address both in the non-profit segment as well as from corporate plans 2) Given the complexities of an OCIO arrangement, how can success of an OCIO arrangement measured? -- Will talk about multiple lenses by which to evaluate…

1. In looking at the next several years, what are the high-level factors that you expect to shape our industry? 2. How do you see the balance of portfolio allocation approaches shifting? 3. How will we see asset allocations shaped by advancing tech? 4. How will social responsibility fit into…

1. What are the most important ways that OCIO firms differentiate these days? And how does that affect the ways clients may choose an OCIO provider? 2. Should clients choose highly customized solutions or very large scaled, uniform ones? 3. Do you think the industry will continue to grow and if…

1. What are a few key issues companies should consider when thinking about outsourcing? 2. What is SSGA’s value proposition in OCIO? 3. Are you seeing any trends in client activity? (increased use of min vol, equity hedges, outsourcing non-US) 4. How do your clients evaluate whether you are…

What are your responsibilities as head of Vanguard Institutional Advisory Services, and what does the service offer nonprofits and pensions? How should an organization evaluate their OCIO? How does Vanguard view the increasing desire for alternatives by nonprofits and…

Katie Selenski, the executive director of CalSavers, sits down to talk about the program's first year and what it is like to provide a retirement plan for people who might not have access to one through their job.

Attendees at DC West 2019 talk about why they came, what they learned and changes they'd like to see happen in the defined contribution industry.

Lisa Joe with the University System of Georgia talks about its award winning campaign and the importance of communication with DC plan participants.

Laura Mittelstaedt with Boeing talks about her company's "meet the match" campaign.