Webinar & Video Series Archives — Page 7 of 10

ESG Stewardship for Defined Contribution Plan Fiduciaries

Defined contribution plans have increasingly adopted features that encourage participation and retirement readiness — from automatic enrollment to target date funds. Consideration of environmental, social and governance issues within defined contribution plans has also gained momentum as a way for plan sponsors to engage participants and mitigate risks for the investor. Plan sponsors are now challenged with determining whether to incorporate ESG considerations into the stewardship of defined contribution plans — and how to best go about doing so.

Please join us for the third webinar in our defined contribution guidance series, a discussion on ESG stewardship. This session will cover key topics from our recently published paper, Bracing for Impact: How to Prepare for the Next Generation of Defined Contribution Plans.

Attendees will be briefed on:

ESG issues and relevance
Clarification of fiduciary duties
Materiality of ESG factors
Demographic shifts — the rise of millennials
Getting started with ESG
Top 5 reasons to add ESG to DC plans

Live Webinar – Wednesday, May 24, 2017 – 1:00-1:45 PM CT

Please contact us for access to this video.

Freakonomics Keynote with Steven Levitt

2016 Investment Symposium Keynote

2016 Investment Symposium Freakonomics keynote with renowned economist Steven Levitt, bestselling author of the Freakonomics Series

Is My Return Target Realistic?

Flash talk by Greg Leonberger, FSA, EA, MAAA at Marquette’s 2016 Investment Symposium

This session covers realistic return targets and what it takes to reach them in 2016, including a look at lower expectations, liability vs. volatility, and what to consider beyond return when making asset allocation decisions.

The Demographics of Real Estate Investments

Flash talk by Jeremy Zirin, CAIA, at Marquette’s 2016 Investment Symposium

This session gives a brief “101” lesson on commercial real estate, then explores the millennial demographic and recent generational trends in real estate.

The Changing Landscape of Active Management for U.S. Equities

Flash talk by Kelli Schrade, CAIA, at Marquette’s 2016 Investment Symposium

This session examines the changing landscape of U.S. equities active management and offers ideas on how investors and portfolio managers can adapt.

Brexit: Market Reaction and Potential Impact

Flash talk by David Hernandez, CFA at Marquette’s 2016 Investment Symposium

This session covers the initial market reaction to Brexit and the potential impact going forward.

Core Fixed Income: Behind the Label

Flash talk by Ben Mohr, CFA at Marquette’s 2016 Investment Symposium

This session covers core fixed income, its purpose, its components, and future performance expectations

Election Years and Market Performance

2016 Investment Symposium flash talk session

Flash talk by Nat Kellogg, CFA at Marquette’s 2016 Investment Symposium

This session centers on the 2016 U.S. presidential election, election years in general and market performance

Opening Keynote with James A. Bianco

2016 Investment Symposium Opening Keynote

2016 Investment Symposium opening keynote by James A. Bianco

This presentation covers the 2016 election, negative interest rates, and post-crisis challenges for investment managers with James A. Bianco, president, Bianco Research.

2016 Investment Symposium Briefing

Watch the video above for a briefing on the opening session, keynotes and flash talks of the 2016 Investment Symposium. The symposium covered the current market environment, emerging investment themes and investment stewardship challenges in the year ahead. Our flash talk session format is designed to brief clients on more popular topics in less time and encourage timely conversations with investment consultants.

Keynotes and flash talks discussed:

James A. Bianco Opening Keynote (clients only — registration required)
Election Years and Market Performance
Core Fixed Income: Behind the Label
Brexit: Market Reaction and Potential Impact
The Changing Landscape of Active Management for U.S. Equities
The Demographics of Real Estate Investments
Is My Return Target Realistic?
Steven Levitt Freakonomics Keynote (clients only — registration required)

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