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.
Agenda:
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
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Investment leaders across different models discuss the drivers of asset allocation, implementation, and long-term returns
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Inputs in focus: capital, people, processes, and information
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Enablers in focus: culture, governance, and technology
14:45: SBAI Update
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SBAI Activities
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Working Groups
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Communities
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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