Developing your fixed income investment strategy is crucial for your long-term portfolio’s performance. Ensure capital preservation while increasing returns in your fixed-income portfolio. Take away practical strategies to:
Build your fixed income strategy to bolster returns while preserving your capital..
ESG is growing in popularity Determine if ESG fits in your portfolios to ensure steady returns. Source intelligence to:
Diversify your portfolio with ESG investments.
Canada has not adopted global fixed income at the same level as other countries. But unsatisfactory fixed income performance in Canada might change the trend. Determine if fixed income fits in your portfolios to ensure steady returns. Source intelligence to:
Diversify your portfolio with foreign fixed income investments.
A review of recent housing market statistics brings out several important data points not obvious to the casual observer. Explore defensive strategies to protect your investments against possible turbulence. Learn more about:
Align your investment strategies with the latest shifts in the real estate.
Shareholder engagement can be a powerful tool for responsible investors to mitigate risks and improve corporate sustainability performance. But how can Endowments and Foundations participate meaningfully in shareholder engagement activities? The session will explore:
Responsible investing is rapidly evolving as the mainstream investment institutions are increasingly adopting the strategies invented by industry leaders. Learn more about:
Examine how SDG can be furthered in the current market
It’s time to get real! Mingle with the delegates and speakers while discovering what goods your work and investment brings to your community.
Not-for-Profit are at the front line of the economic and political changes in society. Review recent new headlines and anticipate the impact on your investments and programs. Source intelligence to:
Navigate a changing social and economic climate and adapt your mission and portfolio.
Community bonds are a new solution to use private debt for a social purpose. Develop innovative community investment strategies to complement your social mission with steady returns. Gather fresh ideas to:
Stabilize your investment incomes while empowering your community.
Interact with conference speakers and fellow attendees.
Working with an Investment Fiduciary provides Boards of Directors the expertise and freedom they need to execute on their charter. Take away strategies to:
Mixing public, charitable and private money can enable unique investment opportunities. Join development banks and private investors to optimize your spending and create returns. Gain insights to:
Be at the forefront of the next wave of impact investing to create changes while increasing your returns.
From hospital foundation divesting from tobacco companies to community foundation directly investing in social housing, responsible investment can take many forms. Brainstorm ideas to ensure that your investment are representing your organization values and mission. Source Intelligence to:
Gather fresh ideas from your peers to align your mission and your investments.
As impact investing is a growing trend, mission-related investments will become part of your story. Express your investing achievements in a way that strengthen trust in your organization. Create a blueprint to:
Adapt your storytelling to new types of social impact.
With a Trump Presidency and a potential hard Brexit, investment markets face many uncertainties. Get the latest economic outlook to overcome market volatility for your organization. Source intelligence to:
Overcome market volatility to protect your investments.