Strategic choices for institutional investors: Active management, cycles, and the path forward

In a world of shifting macroeconomic tides and evolving regulatory demands, institutional investors must make conscious choices about active management and portfolio construction. This session will address the main challenges facing institutions today - including the active vs. passive debate, navigating illiquidity in private markets, and  concentrated equity markets. We will discuss practical tools for managing portfolios through market cycles and introduce the upcoming launch of ETF model portfolios. Join us to explore how leading investors are adapting strategies to balance risk and return in a complex environment.

In cooperation with J.P. Morgan Asset Management

Patrik Jakobson
Thursday, March 19, 2026, 11:25 AM - 11:45 AM