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54: On Aon’s Navigating Volatile Markets as an Institutional Investor with Bryan Ward and Heather Myers

54: On Aon’s Navigating Volatile Markets as an Institutional Investor with Bryan Ward and Heather Myers

FromOn Aon


54: On Aon’s Navigating Volatile Markets as an Institutional Investor with Bryan Ward and Heather Myers

FromOn Aon

ratings:
Length:
22 minutes
Released:
Jun 5, 2023
Format:
Podcast episode

Description

Institutional investors in today’s market face a host of unprecedented challenges in managing their investment programs. Organizations are seeking ways to effectively govern and implement their strategies, but how can they better understand the opportunities and risks as well? In this episode of the “On Aon” podcast, host and Aon’s Senior Partner and Global CIO, Russ Ivinjack, welcomes Aon’s Senior Partner and U.S. Head of Solutions and Sales Bryan Ward and Aon’s Partner and Non-Profit Solutions Leader Heather Myers for a discussion about navigating volatile markets. They also examine the role of the Outsourced Chief Investment Officer (OCIO). [1:58] Heather and Bryan each highlight their roles and responsibilities at Aon.[4:20] Major challenges currently facing institutional investors.[6:54] The benefits and difficulties of the evolving role of investment consultants.[9:01] Appreciation of the role of an OCIO in non-profit organizations.[10:41] Strategies for better understanding risk exposures and identifying potential areas for increased diversification.[13:30] Opportunities for a broader market focus and improvements in the near future.Additional Resources:Aon’s websiteRetirement and Investment Insights--North America   The Optimal Outsourced Chief Investment OfficerThe One Brief: An OCIO Can be the Answer in Volatile TimesTweetables:“We need to work really closely with our clients in order to understand their level of risk tolerance.” — Heather Myers“As we go through periods with a lot of uncertainty and economic stress in the system, you get a lot of regulatory and legislative impacts to the markets too.” — Bryan Ward“The investment industry has not gotten any easier. It’s so much more complex than it was even a decade ago.” — Heather Myers“We’re dealing with a market environment right now that many have not experienced before.” — Bryan Ward“Where there are risks, there are opportunities.” — Heather MyersInvestment DisclosureInvestment advice and consulting services are provided by Aon Investments USA Inc. (“Aon Investments”). The information contained herein is given as of the date hereof and does not purport to give information as of any other date. The delivery at any time shall not, under any circumstances, create any implication that there has been a change in the information set forth herein since the date hereof or any obligation to update or provide amendments hereto.This document is not intended to provide, and shall not be relied upon for, accounting, legal or tax advice or investment recommendations. Any accounting, legal, or taxation position described in this presentation is a general statement and shall only be used as a guide. It does not constitute accounting, legal, and tax advice and is based on Aon Investments’ understanding of current laws and interpretation.This document is intended for general information purposes only and should not be construed as advice or opinions on any specific facts or circumstances. The content of this document is made available on an “as is” basis, without warranty of any kind. Aon Investments disclaims any legal liability to any person or organization for loss or damage caused by or resulting from any reliance placed on that content. Aon Investments reserves all rights to the content of this document. No part of this document may be reproduced, stored, or transmitted by any means without the express written consent of Aon Investments.Aon Investments USA Inc. is a federally registered investment advisor with the U.S. Securities and Exchange Commission. Aon Investments is also registered with the Commodity Futures Trading Commission as a commodity pool operator and a commodity trading advisor and is a member of the National Futures Association. The Aon Investments ADV Form Part 2A disclosure statement is available upon written request to:Aon Investments USA Inc.200 E. Randolph StreetSuite 700Chicago, IL 60601ATTN: Aon Investments Compliance OfficerGeneral DisclaimerThe infor
Released:
Jun 5, 2023
Format:
Podcast episode

Titles in the series (86)

Each episode of “On Aon” will feature people, solutions, innovations and news that define Aon’s unique culture. Delve into our global firm through conversations between colleagues.