CalSTRS CIO Ailman on His Outlook for 2016

The video discusses the challenges of a low return environment and the strategies employed to manage investments over a long-term horizon. It covers risk management, asset allocation, and the importance of global market insights. The discussion also includes real estate and private equity investments, the reallocation of funds, and the focus on infrastructure. Additionally, the video examines hedge fund strategies and the pressure to reduce fees.

What factors contribute to a low return environment?

How do you perceive the impact of low return years on investment strategies?

Discuss the significance of a 30-year investment horizon in the context of market fluctuations.

What adjustments might be made to risk in a low yield environment?

What are the implications of negative yields on pension funds?

How does the current investment strategy reflect a response to global market conditions?

What role does infrastructure investment play in a diversified portfolio?