Around the world, asset managers are seeking to generate innovative ideas to help meet institutional client’s investment goals, but with over 55,214 listed public traded companies across 80 major stock exchanges (as of December 2023), finding the next winner is often easier said than done.  That is why having a macro perspective to global equity investing is key. Please join us as we discuss how plan sponsors should best navigate the deep and vast global equity markets to deliver best-in-class results.

Key takeaways from this webinar session include:

• Why a macro perspective is important in building diversified portfolios for pension plans
• Navigating the deep/vast global equity market (security selection, quant screens, ESG considerations…)
• Why global equities are important to asset allocation for pension plans.
• Understanding the difference between core, value and growth investing.

Presented by:

Bimal Patel

Senior Fund Manager

Canada Life Asset Management

Bimal Patel: Bimal joined Canada Life Asset Management's global equities team in September 2013. He currently co-manages CLAM’s global and US equity strategies, which includes the CL Global Equity Fund (CLAM).

The Fund is a core global equity product that has been amongst the most consistent outperformers in the Canadian segregated fund universe.

Bimal holds a BSc in Mathematics with Economics from the London School of Economics and is a CFA charter holder.

Kristin Ramlal

VP Institutional Investment Sales

Canada Life

With nearly 20 years of experience in the financial services industry, Kristin has gained experience in several areas including: Canadian and US personal banking and lending, retail and institutional investment management, portfolio analysis, security research and trading and holistic wealth advisory; including financial, retirement, tax, legacy and estate planning.

She joined Canada Life in 2014 and is currently VP, Institutional Investment Sales on the Institutional Investment Solutions team at Canada Life, supporting over 300 Defined Benefits, Foundations, Endowments and Group Reserve accounts.

CE Credits

This session qualifies for 1 Continuing Education Credit through The Institute.

You will be required to complete a short quiz at the end of the online session to qualify for continuing education credits.
The webinar complies with CEBS CPE policy guidelines: You may be interested in reporting the content of the present CPBI professional development activity and apply for CPE credit.

Please note that this session will be available also on-demand.

Are you attending several sessions? It may be worth it to RENEW OR SIGN UP FOR A CPBI MEMBERSHIP

Comments? Questions? Email us! [email protected]