Reward for risk has shifted down across the world but is into negative territory in US equities and bonds, a rarely experienced scenario, Morningstar capital markets head Philip Straehl has…
THE ROLE OF FUNDAMENTALS IN EQUITIES
Managing assets as a fiduciary comes with a complex range of responsibilities and commitments.
The Equities Summit brings asset owners, consultants and investment managers together to hear the latest research and thinking related to international and domestic equities, risk management, alpha generation, and investment implementation.
Held over one day, the event enables institutional investors to engage with industry thought leaders in a collegial environment that promotes shared discussion.
The one-day Equities Summit is designed for chief investment officers, heads of investment strategy, heads of equities, portfolio managers, analysts and consultants. Registration is open to institutional investors, chairs of investment committees and specialist consultants.
An opportunity to dedicate some thought to big-picture considerationsJames CookDirector, investments, UCA Funds Management
Networking opportunities and discussions of issues facing equity markets and managersJustin LeeInvestment officer, Maritime Super
Content on factor exposures, intended and unintended.Matthew FreemanInvestment analyst, LGIAsuper
Discussions by the heads of super funds.Shailesh JainSenior investment analyst, Lonsec Research
Good content.Clare ArmstrongPrincipal, Mercer
The prevalence of index funds creates an opportunity for concentrated active managers to garner higher returns as the outlook for broad equity markets flattens.