2026 Annual Briefing
To kick off the year, our briefing explored the scope of research for 2026, covering working groups, SHAPERS, projects and exciting events planned for the year.
Dinner: Manager Ideas Exchange, Madrid
Dinner topic for members and select invitees: insights from our latest Global Wealth Study.
2025 Discussion Forums
Will AI replace human investment decision-making? Has diversification lost its edge? In 2025, we hosted discussions for our members to connect and engage on key topics. Guest speakers were invited from organisations including SimCorp, Future Fund, USS and BNY Investments Newton.
Network+: Illuminating the way forward
Network+ is our flagship event of the year that brings together the best of our research tackling the issues that matter most to today’s forward-thinking investors. We welcomed guest speakers from IFM Investors and Australian Retirement Trust.
Dinner: Manager Ideas Exchange, Chicago
Dinner topic for members and select invitees: insights from our latest Global DC Study.
TAI x CAIA: Evolution from Strategic Asset Allocation to the Total Portfolio Approach
We hosted a candid and forward-looking panel discussion exploring the evolution from Strategic Asset Allocation (SAA) to the Total Portfolio Approach (TPA) with guest speakers from TAI, CAIA, Railpen and USS.
Perspectives+: Global Wealth Study launch
What are the global trends, investment behaviours, and future priorities shaping the wealth management landscape? Our research team and industry peers unpacked the key findings from our global study.
Exchange+: Global DC Peer Study
In June, our exclusive event shared the latest insights from our Global DC Peer Study 2025, conducted in collaboration with LifeSight and Aware Super.
Roundtable on Total Portfolio Approach, Zurich
Our team explored how the TPA framework resonates with the realities of the Swiss market, where long-term performance, resilience, and credibility in ESG integration are of the highest importance.
2025 Annual Briefing
To kick off the year, our briefing looked at the scope of research for 2025, including working groups, forums, projects and exciting events for the year.
TAI x ShareAction on fiduciary duty: Securing the legal change we need
How can we clarify pension trustees’ legal duties to ensure they truly act in savers’ best interests? During this panel is explored how pension funds have the power to shape the future, yet a gap remains between what savers want and what trustees feel they can do under current law.
