Fiduciary Investors Symposium

April 5-7, 2020

University of Oxford, UK


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.


“To enhance my knowledge as both a practitioner and a citizen of the world”

William LeeChief investment officer, New York Presbyterian Hospital (United States)

It was mind-bending. Lots of food for thought which I will use not only for the asset owner for which I am a director but also for other boards on which I serve

Bill LongbrakeBoard member, Washington State Investment Board (United States)

Outstanding content on the future of long term investing in a low interest environment

Neil Murphyvice president, Corporate communications, Investment Management Corporation of Ontario (Canada)

To step out of the daily work and lift thoughts to look at some big issues or emerging change in the guidance of leading scholars is of immense value and very stimulating!

Niina Bergring, Chief investment officer, Veritas Pensionforsakring (Finland)

Interacting with an international group of investors and engaging in conversations sparked by the terrific presentations we heard together.

Howard Berner JrChief investment officer, Principia College (United States)

Thought-provoking sessions and a handful of really high-quality interactions with peers.

Tommi MoilanenInvestment strategist, strategic allocation and quantitative models, KEVA (Finland)

Presenters that challenged my thinking

Dana DillonBoard member, California State Teachers' Retirement System (United States)

Deeper conversation on subjects of relevance and the opportunity to discuss these topics with other pension plan executives and academics

Sanford RichExecutive director, NYC Board of Education Retirement System (United States)


State Street chief predicts decade ahead

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Low for ever, a risen China and climate change, are just some of the 10 changes set to sweep through the investment industry in the next 10 years, said Cyrus Taraporevala, president and chief executive of State Street Global Advisors. In his opening speech to 85 asset owners from 20 countries responsible for a combined $9 trillion assets under management at the Fiduciary Investors Symposium at Harvard University, Taraporevala described a brave new world where only the fittest survive.

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NYC Retirement Systems’ S in ESG

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“We take the S in ESG very seriously,” said John Adler, mayor’s trustee and advisor to the other mayoral appointees at New York City’s $200 billion five retirement systems. Speaking at the Fiduciary Investors Symposium at Harvard University, Adler highlighted the critical role investors play in protecting workers’ rights and ensuring a just transition as the global economy adapts to the implications of climate change.

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