Evaluating investments against ESG (environment, social, and governance) criteria; a practical introduction to the implementation of factor investing strategies; and OPTrust’s journey to achieve funding sustainability and stability using a member driven investing (MDI) strategy are the featured topics at the Benefits and Pensions Monitor Meetings & Events ‘Pension Investment Strategies’ session.
The presentation from Adam Hornung, Associate Director, Investment Strategy, from Russell Investments; will unravel the considerable complications that have resulted from increased pressure from regulators and stakeholders to address environmental, social, and governance (ESG) criteria in the decision-making process. He will explain how plan sponsors can ensure that they are not unknowingly exposed to undesired activities or industries; are proactively investing in companies with good governance and a focus on sustainability; and can identify the ESG criteria that is financially material to the individual sectors and companies in their portfolios.
Vincent de Martel, CFA, Solutions Strategist, Global Investment Solutions, from Invesco Ltd; will provide a practical introduction to the implementation of factor investing strategies by going beyond the already established academic case and product-oriented discourse to identify and quantify existing factor allocations at the policy level or within asset classes.
Kevin Zhu, CFA, Managing Director and Head of Portfolio Construction from OPTrust; will demonstrate how its member driven investing (MDI) strategy stays ahead of threats and identifies opportunities in alternative investing to drive overall returns, manage total portfolio risk exposure, and optimize liquidity while pursing potential alpha. He will also share insights on how to build an appropriate framework to facilitate the process.
Join our expert speakers, including Vincent de Martel, CFA, Solutions Strategist, Global Investment Solutions from Invesco Ltd., Kevin Zhu, CFA, Managing Director, Head of Portfolio Construction from OPTrust and Adam Hornung, Associate Director, Investment Strategy from Russell Investments at this Benefits and Pensions Monitor, Meetings & Events session.
Who Should Attend?
Pension plan sponsors, providers, consultants, money managers and other investment stakeholders
Attendee Registration Fee of $169 CAD plus tax (providers, consultants, money managers and other investment stakeholders)
Pension Plan Sponsor Registration Fee $59 CAD plus tax
The first 20 pension plan sponsors to register
will receive a $20 Tim Hortons gift certificate
For questions and plan sponsor registrations, please contact Kristyn Dougall, Executive Meeting & Event Manager at 705-252-5074 or email@example.com
For sponsorship opportunities, please contact Joelle Glasroth, Event Account Manager at firstname.lastname@example.org or 416-494-1066 ext 11
April 24, 2018
7:30AM - Breakfast + Registration
8:30AM - 11:30am - Event Sessions
150 King Street West
Attendance certificates are available upon request to receive your CE credits
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