Markets Group 5th Annual Michigan Institutional Forum

Anthony Novara will participate in a panel discussion: Portfolio Construction: Opportunities Within the Current Markets

In this unique economic environment, the status quo is continually being tested and challenged. Markets, the denominator effect, geopolitics, DEI, ESG and revised globalization have all created unique investment opportunities for investors who go beyond the traditional 60/40 portfolio construct. Our panel of experts will dive into:

• What will a “diversified” portfolio look like in 2024? And what will it look like over the next 5-10 years?
• How are institutions approaching portfolio construction and allocation decisions in the current landscape?
• Where are institutions seeing opportunities across asset classes, sectors, and investment vehicles, and how is this impacting what are they looking at when working with new and existing managers?
• The lines between active and passive investing are blurring. Which approach do you expect to add more value in 2024? How does this differ across asset classes?
• How can dynamic approaches, such as factor rotation strategies, help institutional investors navigate today’s volatile equity markets?
• How are institutional investors using ETFs today and how do you expect this to evolve going forward?