The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.
Episodes
Monday Oct 26, 2020
Monday Oct 26, 2020
Eddy Wong, CEO of China International Fund Management, discusses market structure, regulation, and investment trends in China while also reviewing considerations for institutional investors allocating to China.
Tuesday Oct 20, 2020
Tuesday Oct 20, 2020
Kevin Bedell and Bob Culver of Security Capital Research & Management address emerging trends in the REIT market and the effects of social distancing and COVID-19 on commercial real estate investment opportunities.
Wednesday Oct 14, 2020
Wednesday Oct 14, 2020
Katherine Roy, Chief Retirement Strategist, and Dan Oldroyd, Head of Target Date Strategies, discuss retirement income, including the important role participant behavior plays in an effective withdrawal strategy and surprising trends that suggest it may be time to re-examine popular replacement income strategies.
Monday Oct 12, 2020
Monday Oct 12, 2020
Sonal Tanna, Emerging Markets and Asia Pacific Equities Portfolio Manager (EMAP), and Tim Morris, EMAP Investment Specialist, discuss the opportunities and risks ahead for emerging markets in the wake of the pandemic.
Tuesday Sep 22, 2020
Tuesday Sep 22, 2020
Jared Gross, Head of Institutional Portfolio Strategy, reviews four themes for improving portfolio performance in the current environment: diversifying your hedge, making income an objective, optimizing illiquidity, and improving capital efficiency.
Tuesday Sep 08, 2020
Tuesday Sep 08, 2020
Lynn Avitabile, Investment Specialist, SmartRetirement, and Ben Christensen, Fixed Income Investment Specialist, share how the current market is impacting target date funds, the benefits of active management, and the opportunities and risks investors should consider moving forward.
Thursday Aug 27, 2020
Thursday Aug 27, 2020
Giri Devulapally, Portfolio Manager in the U.S. Equity Group, shares his views on the large cap growth sector amid the pandemic, and the opportunities and risks investors should consider going forward.
Thursday Aug 20, 2020
Thursday Aug 20, 2020
Steven Lear U.S. Chief Investment Officer - Global Fixed Income, Currency & Commodities (GFICC) and Rick Figuly, Head of Core Strategy - (GFICC) discuss risks and sector positioning in fixed income markets.
Tuesday Aug 11, 2020
Tuesday Aug 11, 2020
Ashmi Mehrotra and Stephen Catherwood, Co-Heads of the Global Private Equity Group, discuss the impact the virus has had on Private Equity investors, ESG factors, and the risks and opportunities that lie ahead.
Thursday Aug 06, 2020
Thursday Aug 06, 2020
Andy Dacy, CIO - Global Transport Group and Anurag Agrawal, Investment Specialist, will discuss how the $4 trillion transport market across aircraft, rail, maritime, energy logistics, and heavy equipment sectors presents a resilient, uncorrelated, income-generating alternative to traditional fixed income.