SHAPERS is a new event series spotlighting forward‑thinking organisations — those leading by example, experimenting with new approaches and pushing our industry forward.
Across the year, we’ll bring you case studies from organisations doing things differently, sharing what they’ve learned and the practical insights you can take back to your own teams.
Why join?
The study draws attention to subjects significant to the investment industry and its building resilience.
We were excited host our first SHAPERS conversation with Adventist HealthCare Retirement Plan (AHRP) to kick off the series. AHRP is a US-based, self-administered multi-employer plan serving Adventist-affiliated hospital systems, with $14bn in AUM and over 180,000 participants.
Ray Jimenez, President, shared his real-world experience on how they are working to improve engagement and utilisation of their retirement income solution. After rolling this solution out two years ago, Ray covered challenges faced, tried and tested approaches, and lessons learned.
View session notes and recording
(Password protected – members can email us for the password)
A case study on innovations and shifting approaches shaping the future of wealth.
Exploring an organisation using the total portfolio approach.
Interested in joining or hosting a SHAPERS conversation? We’d love to hear your ideas, let us know.
Register your interest for our second SHAPERS conversation in July on Wealth .
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