This white paper offers a glimpse into the strategies employed by institutional investors across the Great Plains, where liquidity has become a cornerstone of their approach. Investors are bracing for Federal Reserve actions while positioning public equities to continue to perform well. The paper also touches on growing trends such as sustainable investing and liability-driven investments (LDI), shaping long-term resilience in the region.
In
the first half of 2024, Markets Group hosted numerous institutional events
across several key regions of North America, gathering insights from
institutional investors. The white papers produced from these events provide a
detailed look at the strategies and trends shaping investment decisions in each
respective market. This analysis combines the key findings from each region to
offer a holistic view of current investment strategies and market perspectives.
Last week, we brought together over 100 of the nation’s top minds in institutional investment for the inaugural Institutional Retreat in Park City, Utah, held at the beautiful St. Regis. This landmark event marked the culmination of fifteen years of regional events across the US, providing a dynamic platform for exchanging ideas, fostering collaboration, and networking among senior leaders and chief investment officers.
See exclusive video interviews from the sidelines of our 7th Annual Nordics Denmark Institutional Forum where we brought together the Nordics investor community including pensions, endowments, foundations, insurance companies, and investment consultants. You’ll get valuable perspectives on selected areas of interest within the Nordics institutional investment landscape.
Earlier this week, we convened our 11th Annual Tri-State Institutional Forum in New York City, welcoming esteemed executives from various sectors including pension funds, insurance companies, foundations & endowments, hospital plans, sovereign wealth funds, and consultants from across the region. Our Co-Head of Institutional Production, Morgan Lomas, spoke to some of our guests on a wide array of topics, covering everything from allocation strategies to climate risk impact on investments, fixed income discussions, portfolio construction insights, and the imperative for equitable savings initiatives.
Institutional Allocators in the US Mountain region faced
unprecedented market volatility in 2023, requiring investment staff to adapt
and innovate. This whitepaper synthesizes insights from successful investors,
highlighting their strategies and market conditions that proved instrumental in
navigating the tumultuous environment over the past year.
Six major Canadian pension funds, collectively managing C$1.3 trillion
in assets, are embarking on a substantial expansion into private credit,
a domain historically dominated by traditional banks.
Frank Garcia to lead SFR fund strategy.
She will manage the $1B
endowment August 22 after leaving Yale New Haven
Experts agree the magnitude of the incoming slowdown
in the multifamily sector will depend on the actions taken by the Fed in the
second half of 2022.