For some investors, recent asset allocation decisions have been heavily influenced by volatile geopolitical developments and levels of inflation that many predicted would be transitory. Managers of pension funds and endowments, and other institutional investors are required to make strategic decisions to ensure that obligations can be met decades ahead. In an environment where short-term investing can be rewarded generously, how do long-term investors keep their capital patient? What asset classes and geographies are the most attractive? What roles do ESG concerns such as sustainability, diversity, and inclusion play in their organizations and investment processes?
President and CEO, Thornburg Investment Management
Chief Investment Officer, Meyer Memorial Trust
CEO, Future Fund
Chief Executive Officer and Chief Investment Officer, BCI
Chief Investment Officer, Los Angeles Fire and Police Pensions
Chief Investment Officer, Temasek International Pte Ltd