Fiduciary Investors Symposium

October 6-8, 2019

Harvard University, US


Managing assets as a fiduciary comes with a complex range of responsibilities and commitments.

The Fiduciary Investors Symposiums are designed to examine the management of fiduciary assets in both investment strategy and implementation, including the latest thinking relating to asset allocation, risk management, beta management and alpha generation.


The mind-opening, high-level speakers that gave really good insights and new thoughts in a very effective timetable.

Niina BergringChief investment officer, Veritas Pension Insurance (Finland)

Intellectual stimulation and great speakers overall

Mary PughBoard member, Washington State Investment Board (United States)

Quality of networking, which was enhanced by thought-provoking topics that naturally led to conversation. One of the few conferences where the session topics get discussed during breaks

Michael KrimmInvestment director, CalPERS (United States)

Hard to distinguish between the great speakers, timely agenda topics, and networking opportunities. All added to the value of this event. Also, all of the effort that went into planning and scheduling time for networking discussions was obvious to us all and most appreciated

Howard BernerChief investment officer, Principia (United States)

Deep insights provided by very inspirational speakers. Very useful to engage in high-level top-down discussions, given that my day-to-day job is often swamped with detailed, bottom-up technical issues. I came home very inspired

Pertti LassilaMarket strategist and portfolio manager, investment strategy, Keva (Finland)

Opportunity to think about big picture and seek exposure to best practices

Tobias ReadState treasurer, Oregon State Treasury (United States)

Networking, stuff you just don’t read about in the press (exclusive content), and help thinking ‘out of the box’

Andrew WaringChief executive, Merchant Navy Officers Pension Fund (United Kingdom)

Quality of speakers; location(!), and the fact that it was not filled with asset managers eager to sell their wares

Prabhu PalaniChief investment officer, City of San Jose Retirement System (United States)


Brexit pain for UK

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There is no certainty to how the United Kingdom’s Brexit drama will play out and the country faces a perfect storm, said Professor Mike Kenny, professor of public policy, University of Cambridge speaking at the Fiduciary Investors Symposium.

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At a glance: FIS Cambridge day one

By | stories

The 13th Fiduciary Investors Symposium at Cambridge University brought together more than 70 asset owners from 15 countries to discuss investment opportunities and risk. With a focus on geopolitical and portfolio risk the event saw discussion on the first day centre around asset owners responsibility to engage with policymakers, the integration of ESG and the sustainable development goals as well as barriers to long term investing.

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