Institutional Asset Allocation with Carl Hess from Towers Watson Expert Call

Institutional Asset Allocation with Carl Hess from Towers Watson Expert Call  - Asset dialin




Please join the Hedgeye Financials Team, Jonathan Casteleyn and Josh Steiner on Thursday November 21st at 11:00am EST for the return of the Hedgeye Financials Expert Speaker Series.  


Our guest this week will be Carl Hess from Towers Watson, a leading asset allocation consultant to the institutional asset management community. Carl is the global head of Towers Watson Investment Services, a leading advisor to institutional investors with over $2 trillion under advisement and $60 billion under management. He has worked with many of the world's leading institutions on their asset allocation and governance.  



  • Toll Free Number:
  • Direct Dial Number:
  • Conference Code: 956498#
  • Materials: CLICK HERE (Will download one hour prior to the start of the call)



1.)The Great Rotation  

Considering the current environment of record high stock prices and a bond market which is kicking off losses for the first time in 14 is current institutional asset allocation being impacted by the performance of these major asset classes?


2.) Bond Bedlam   

How is institutional asset allocation dealing with the rise in 10-Year Treasury yields?  Are institutions allocating out of the asset class or are managers taking the opportunity to reinvest at higher rates?


3.) Quantitative Easing Questions

How is asset allocation being impacted by Quantitative Easing? 


4.) Demographic Dynamics

What are the secular trends in asset allocation? Which asset classes will have higher percentages allocated to them in the future?  Which asset classes are poised to decline?


5.) Picking Winners

Which managers are best positioned to benefit from these trends?  Rates, equities, alternatives, and real estate...who has the best product suites?



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