The investment landscape has become increasingly complex, with traditional portfolio approaches facing new headwinds. Rising governance demands, liquidity uncertainties, evolving dynamics in private markets, and concentrated equity markets are reshaping how institutional investors must think about portfolio construction and long-term sustainability.
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In this timely session, we will explore:
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   - Investment challenges: How return expectations and risk profiles have fundamentally shifted
   - Objectives: Balancing short-term pressures with long-term mission objectives
   - Price: The hidden cost of portfolio complexity
   - Solutions: Practical portfolio construction strategies for the current environment
   - Governance: How to improve the effectiveness of your investment committee
Andrew Sweeney, CFA, CPA, CA, Managing Director & Institutional Portfolio Manager, and Grace Xiang, CFA, CAIA, Institutional Portfolio Manager, will share actionable insights on how to navigate complexity while maintaining focus on your organization's core mission and fiduciary responsibilities.
Andrew is a managing director and an institutional portfolio manager at PH&N Institutional, where he works with a broad range of Canadian institutional clients, including foundations, endowments, universities, and pension plans. As part of this role, he also brings expertise in ESG integration within applicable investment portfolios. Andrew joined the organization in 2007, having entered the investment industry in 1995. Over nearly three decades, he has held analytical and research responsibilities across most sectors of the Canadian equity market, fostering a strategic, long-term perspective on capital markets. Andrew has served on a variety of boards, including the BC Cancer Foundation and, most recently, the board of Chartered Professional Accountants of British Columbia. He also chairs the Investment Committee of WorkSafeBC.
Grace is an institutional portfolio manager at PH&N Institutional. She joined the firm in 2025 with over 15 years of experience working alongside institutional investors. Prior to joining the organization, Grace held progressively senior roles at several global investment firms and consulting organizations, where she focused on institutional portfolio management, business development, and client advisory services. She brings a deep understanding of institutional investor needs and has delivered strategic solutions across multiple asset classes throughout her career. She began her career in the investment industry in 2008.
To see our full list of Research & Insights, visit our website.
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