Do You Really Need a Real Assets Portfolio?
After a big shift in the markets, a question that many investors are raising is, do you really need real assets in your portfolio? There is indeed a need, but it is time to reevaluate the portfolios and your real assets investment objectives. With the changes in the global economy, investors’ approach to real assets and different sectors have shifted, with infrastructure gaining attention and niche sectors top of mind for investors. Issues such as digitization, ESG and climate change are certainly leading the way.
Trends that once seemed to be a decade away, are hitting us now. What are the concerns and opportunities that investors are looking at now? Is the real assets market moving on the momentum of pre-existing trends or are the new opportunities and priorities replacing the market? Investors will explore and identify the sectors, strategies and geographies that will dominate the market in the future.
2022 is indeed a year for recovery but also a year of transition for investors to position their portfolios for the next market downturn!
State Street Global Advisors
World Gold Council
Catherine Ulozas, Chief Investment Officer, Drexel University
Adam Smith, Director of Absolute Return & Real Assets, ESG, Cleveland Clinic
Zackery McGuire, Director of Investments, University of Georgia Foundation
T.C. Wilson, Chief Investment Officer, The Doctors Company
Christina Wu, Investment Officer, Fort Worth Employees' Retirement Fund
Ryan LeVasseur, Managing Director of Direct Real Estate, Rice University
Peter Birk, Senior Analyst, Investments, Ascension Investment Management
Gregory Rozolsky, Investment Director, Wellesley College
Jason Love, Managing Director, Real Estate and Resource Investments, University of Virginia Investment Management Company (UVIMCO)
Petya Nikolova, Head of Infrastructure Investments, New York City Retirement Systems
Terrance Davis, Portfolio Manager, Strategic Investments, Florida State Board of Administration
Matthew Craig, Investment Officer - Private Markets, Tufts
Shadrack Garity, Senior Investment Analyst, Utah Retirement Systems
For asset managers interested in participating, please contact:
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For asset allocators looking for further information, please contact:
Investor Relations Associate Director