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CFA Pennsylvania Inaugural Asset Owner Series Event

October 25, 2018


Harrisburg Sponsored Luncheon: The Current Challenges Facing Asset Owners

Pension funds are restructuring for a new investment climate. They are becoming more hands-on in the way they manage their investment portfolios. This proactive approach extends to all aspects of their operations and governance. 
Research reveals key trends that are radically reshaping almost every aspect of how pension funds manage their investments and deliver long-term value to their members. Funds are re-evaluating their attitude toward risk as they seek to deliver value to their members in a difficult investment climate. Many expect their institutions’ investment risk appetite to increase over the next three years. 
The rise in risk appetite is driven by pension funds’ need to boost lackluster returns. Interest rates have remained at historically low levels. Traditionally popular asset classes such as equities and fixed income may look pricey.  Research shows that pension funds are making a major shift in allocations to less-familiar asset classes such as alternatives to drive growth and meet long-term liabilities.
Plan to attend this informative panel discussion on the challenges facing asset owners of both public and private funds.



Aniket Shah, Head of Sustainable Investing, OppenheimerFunds


Jennifer Sassani, Vice President, Investment Officer, Real Assets Hershey Trust Company

Tom Bauer, CFA, Deputy CIO (Traditional Investments), Pennsylvania Public School Employees’ Retirement System (PSERS)

John Pomeroy II, CFA, Chief Investment Officer, Penn State University Office of Investment Management

Additional Details

CFA Society Philadelphia
Asset Owner Series