Allocating Between Liquid vs Illiquid Assets: Finding the Right Balance & A Re-Look at the Illiquidity Premium

Date:

18 March 2025 11:45 to 16:30

Venue:

Zunfthaus zur Saffran, Limmatquai 54, 8001 Zurich, Switzerland

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Chairperson:

Roman Goossens, Head of Alternative Investments and Real Assets and Chief Economist, CERN Pension Fund

Details:

What is the right balance between illiquid and liquid assets?
How can you harvest any illiquidity premium, particularly within alternative asset classes?
Does the illiquidity premium actually exist, is it getting larger or disappearing?
How can these strategies be accessed cost effectively and measured in a transparent way?
With Swiss pension fund regulations allowing 15% into alternatives, and infrastructure now taken outside, how should schemes allocate and make the most of this?
What additional governance challenges does investing in alternatives bring?
Is there a risk management framework which pension funds can adopt to better manage their liquidity needs?
Are all alternative asset classes really as illiquid as sometimes thought, or conversely are traditional asset classes really as liquid as you might think them to be?