2023 Annual Canadian Institutional Investor Forum

Join us in Montreal for a packed day of discussions with Canada's largest pension plans on frameworks to help investors understand their “identity” and on technology as an enabler in the investment process to improve long-term performance.


10:30: Registration 

11:00: Welcome & Opening Remarks


11:15: Panel Discussion: State of Play for Responsible Investment Strategies

  •  Where are we in this journey?
  • A discussion on ESG solutions in the public markets
  • Update on sustainability goals across various asset classes, investment strategies, and impact-orientated funds


12:00: SBAI Update: Responsible Investment

Presentation of SBAI Carbon Accounting Framework


12:15: Lunch

12:30: Fireside Chat: The Investor Identity Framework

A recent paper of Ashby's is the “The Investor Identity – the Ultimate Driver of Returns”. This paper unfolds the descriptors of different investment “models” and the factors that help determine each investors thumbprint.


13:30: Break 

13:45: Panel: The Identity Framework Across Different Investment Models

  • Investment leaders across different models discuss the drivers of asset allocation, implementation, and long-term returns

  • Inputs in focus: capital, people, processes, and information

  • Enablers in focus: culture, governance, and technology

14:45: SBAI Update

  • SBAI Activities

  • Working Groups

  • Communities

  • Thought Leadership


15:00: Break

15:15: Panel: Technology the Ultimate Enabler

Exploring the future use case for AI in financial services, how investors and managers can benefit from technological advancement and scalability.


16:15: Panel Discussion: Evolution to Modern Portfolio Construction & the Role Alternatives Play

  • The role alternatives play in future proofing portfolios – taking advantage of global macroeconomic developments.
  • A discussion on innovation in how institutional investors can construct effective and robust portfolios.
  • The evolution from Strategic Asset Allocation to Total Portfolio Allocation – key differences, challenges, and opportunities.
  • Capital efficiency opportunities that institutional investors can access.


17:10: Closing Remarks

17:15: Reception