Passed event: Asset and Risk Allocation, 2.-3.5.2023

Members and non-members

date & location

2.-3.5.2023 Washington DC

Fee: Varied pricing

Global financial markets in the early 2020s may be remembered for tremendous upheaval, transitions, and the reversal of market trends of the past 40 years. It has been a challenging environment for investors with rising rates, market repricings, supply / demand imbalances, sticky inflation, and increasingly restrictive monetary policies — as one economic regime ends, another begins. Asset allocation, active management, diversification, and risk management matter more than ever.

The CFA Institute Asset and Risk Allocation conference will address these issues and feature distinguished investment researchers, asset owners, asset managers, thought leaders, and policymakers as speakers who will share their insights to help investors navigate global risks and explore investment opportunities against the backdrop of a changing global economic environment. The overall objective of the program is to help investors enhance their asset, strategy, and risk allocation decisions; meet investment objectives; and improve investment outcomes for clients.

conference themes

  • Countering Systemic Risks: Building Financial Stability and Resiliency in Global Capital Markets

  • Geopolitics: Discovering Alpha and Covering Your Tail Risk 

  • Are We Entering a Renaissance in Fixed Income? Strategy Allocation and Managing Risks

  • Private Market Investments for Risk / Return and Impact

  • Improving the Investment Process and Capital Allocation Decisions

  • How Data and Technology Help Investors Make Better Investment Decisions, Navigate Market Turbulence, and Deliver Value to Clients

  • Global Alternatives: Evaluating the Opportunity Set

  • Real Return Strategies

  • Asset Owner Perspectives on Private Investments Manager Selection

  • Navigating a World of Higher Inflation, Higher Rates, and Supply Shortages

  • The Future of Sustainable Investing

  • Investing in Digital Assets: Governance, Due Diligence, and Pitfalls

 
 
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Passed event: Climate Risk and Returns: Shaping a Sustainable, Profitable Future, 20.-21.4.2023