Robin Hood Investors Conference 2024: JPMorgan Asset Management, GIC And LACERA On Asset Allocation

In a high-level discussion at the 2024 Robin Hood Investors Conference, Jonathan Grabel, Chief Investment Officer of the Los Angeles County Employees Retirement Association (LACERA), and Dr. Jeffrey Jaensubhakij, Group CIO of GIC Private Limited, shared their expert insights on the shifting landscape of global asset allocation. Moderated by Ash Williams of JPMorgan Asset Management, the conversation tackled critical issues facing institutional allocators today, from the importance of governance to navigating asset classes in a high-rate environment.

Governance: The Bedrock of Institutional Success

Grabel and Jaensubhakij emphasized governance as the cornerstone of institutional success. For Jaensubhakij, robust governance frameworks safeguard an endowment's value, particularly during periods of economic uncertainty. Grabel underscored its role in asset selection, noting that sound...