MSCI Institutional Investor Forum - Sacramento

Total Portfolio Strategies for a Changing World

Celebrating its 20th year, the MSCI Institutional Investor Forum, continues to bring together senior asset owners for candid, peer-driven exchange on the structural forces reshaping institutional investing. Hosted in collaboration with CalSTRS and CalPERS, this invitation-only gathering offers a rare setting to examine evolving strategies, compare approaches and refine thinking alongside peers navigating complexity at scale. 

Amid shifting macro regimes, persistent volatility and growing cross-asset integration, the Forum explores practical responses to long-horizon challenges — while underscoring the transformative role of AI and innovation in shaping the future of investment strategy. 

Together we will address: 

• Innovation at the Frontier: From Lab to Leadership 
• Key Investment Trends Shaping Markets in 2025 and Beyond 
• The Future of Asset Allocation: Implementing a Total Portfolio Approach 
• Energy Transition Strategies: Seizing Opportunities and Managing Risks 
• Private Markets at the Core: Liquidity, Transparency and Benchmarking
• AI and the Investment Edge: Intelligent Decisions in the Pursuit of Alpha

This exclusive forum offers a range of key benefits, including invaluable networking opportunities with top-tier global asset owners and investment experts. Participants will gain access to innovative insights through pioneering research and practical strategies that can be directly applied to their portfolios. 

We also invite you to join us for welcome cocktails and dinner on Wednesday, October 22 at the Hyatt Regency Sacramento – a chance to reconnect with peers and the MSCI Research and Client Coverage teams in a more informal setting ahead of the day’s dialogue. 

*Accommodations: A discounted rate of $259 + tax at the Hyatt Regency Sacramento is available for all conference attendees. Please CLICK HERE to book your room.