Evolving investments opportunity - CIO Report Open Session PPT (1)

Evolving investments opportunity - CIO Report Open Session PPT (1)

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Evolving investments opportunity - CIO Report Open Session PPT (1)

@financepresentations2 days ago

January 2025

CHIEF INVESTMENT OFFICER REPORT

            November 30, 2024 assets $352.5 billion est.

            $360

                      Asset mix

                      • ¹ Total Public Equity includes the following sub-units: Global Equity Public, Total SISS Public Equity & Innovation Global Equity
                      • ² Strategic Overlay includes Currency and Derivatives Overlay

                                Equity markets in 2024

                                U.S. vs. non-U.S. equity

                                4

                                          Changing interest rates in 2024

                                          U.S. 10 year treasury yields

                                          s

                                          te

                                          t ra

                                          s

                                          re

                                          te

                                          In

                                                    Key themes for 2025

                                                    • o Inflation
                                                    • o Fed rate cuts
                                                    • o Policy changes
                                                    • o Fiscal spending
                                                    • o Tariffs
                                                    • o Immigration restrictions
                                                    • o Geopolitics
                                                    • o Artificial intelligence

                                                              Mega themes: risk & opportunity

                                                              • o Private credit & the shift of lending away from banks

                                                              $2-7 trillion market size

                                                              • o Net zero & the investment opportunity in the low carbon transition
                                                              • o Digitization of economy & the infrastructure needed to support AI revolution

                                                              $4 trillion of investment by 2030

                                                                        Diversity in the management of investments ('DIMI')

                                                                        Strategy

                                                                        Governance

                                                                                  Thank you.

CHIEF 
INVESTMENT 
OFFICER 
REPORT
January 
2025
1/9
Need to add Investments Branding logo 2
November 30, 2024 assets $352.5 billion est.
$341 
$352 …
2/9
Asset mix
3 ¹ Total Public Equity includes the following sub-units: Global Equity Public, Total SI…
3/9
Equity markets in 2024
4
Russell 3000 and MSCI ACWI Ex-U.S. Total Return Indices from December 29…
4/9
Changing interest rates in 2024
5
3.0%
3.5%
4.0%
4.5%
5.0%
Interest rates
U.S. 10 year trea…
5/9
o Inflation o Fed rate cuts o Policy changes o Fiscal spending o Tariffs o Immigration restrictions…
6/9
o Private credit & the shift of lending away from banks
Mega themes: risk & opportunity
7
$2-7 t…
7/9
8
Senior 
Management Team
Geraldine Jimenez
Senior Director, Public Markets
Sarah Maile
Portf…
8/9
Thank you.
9/9


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