Key Takeaways

Read critical insights from more than two dozen presentations and panel discussions at Insight 2018.

Session Type
  • Breakout Session
  • Focus Session
  • Main Stage
  • Economics & Policy
  • ESG and Corporate Culture
  • Market Commentary & Investment Strategies
  • A
  • B
  • C
  • D
  • F
  • H
  • I
  • J
  • K
  • L
  • M
  • N
  • O
  • R
  • S
  • T
  • W
Tina Adatia
Product Strategist, EMEA
Olivia A. Albrecht
ESG and Fixed Income Strategist
Mike Amey
Head of Sterling Portfolio Management and ESG Strategies
Robert Arnott
Founder and Chairman, Research Affiliates
Andrew Balls
CIO Global Fixed Income
Jeremie Banet
Portfolio Manager, Real Return
Jamil Baz
Co-head, Client Solutions and Analytics
Justin Blesy
Asset Allocation Strategist
Joshua Bolten
Global Advisory Board Member
Andrew Bosomworth
Head of Portfolio Management, Germany
Gordon Brown
Global Advisory Board Member
Rick Chan
Portfolio Manager, Global Macro Hedge Fund Strategies
Devin Chen
Portfolio Manager, Commercial Real Estate
Josh Davis
Portfolio Manager, Quantitative Strategy
Mukundan Devarajan
Quantitative Research Analyst, Asset Allocation Research
Pramol Dhawan
Portfolio Manager, Emerging Markets
Mohsen Fahmi
Portfolio Manager, Global Fixed Income
Joachim Fels
Global Economic Advisor
Gene Frieda
Global Strategist
Mahmoud Hajo
Quantitative Research Strategist, Portfolio Analytics
Gregory Hall
Head of Private Strategies
Daniel J. Ivascyn
Group Chief Investment Officer
Andrew R. Jessop
Portfolio Manager, High Yield
Nicholas J. Johnson
Porfolio Manager, Commodities
Mark R. Kiesel
CIO Global Credit
Ryan Korinke
Head, Hedge Fund and Quantitative Strategies
Erika H. Lowe
Account Manager, Corporate Clients
Naila Makhdumi
Account Manager, Global Wealth Management
Rene Martel
Head of Pension Solutions in the Americas
Scott A. Mather
CIO U.S. Core Strategies
Ravi K. Mattu
Global Head of Analytics
Lalantika Medema
Alternative Credit Strategist
Mohit Mittal
Portfolio Manager, Liability Driven Investment and Credit
John Murray
Portfolio Manager, Commercial Real Estate
Vijendra Nambiar
Product Manager, Pension and Investment Solutions
Ng Kok Song
Global Advisory Board Member
Thomas J. Otterbein
Head of Institutional Client Management, Americas
Lupin Rahman
Head of EM Sovereign Credit
Stefano Risa
Head of Structured Products Analytics
Emmanuel Roman
Chief Executive Officer
Steve Sapra
Co-head of Client Solutions & Analytics, North America & Asia ex Japan
Stacy Schaus
Head of Defined Contribution Practice
Jerome M. Schneider
Head of Short-Term Portfolio Management
Marc P. Seidner
CIO Non-traditional Strategies
Anshul A. Shah
Strategist, Investment Solutions Group
Sapna Shah
Inclusion, Diversity and Culture Officer
Robin Shanahan
Co-Chief Operating Officer
Emmanuel S. Sharef
Portfolio Manager, Analytics Specialist
Anne-Marie Slaughter
Global Advisory Board Member
Michael Spence
PIMCO Consultant
Gene Sperling
PIMCO Consultant
Christian Stracke
Global Head of Credit Research
Geraldine Sundstrom
Portfolio Manager, Asset Allocation
Sasha Talcott
Account Manager, Institutional Clients
Richard Thaler
Distinguished Service Professor of Economics and Behavioral Science at the University of Chicago's Booth School of Business
Josh Thimons
Portfolio Manager, Interest Rate Derivatives
Ashish Tiwari
Asset Allocation Strategist
Eve Tournier
Head of European Credit Portfolio Management
Jean-Claude Trichet
Global Advisory Board Member
Qi Wang
Portfolio Manager, Global Macro Hedge Fund Strategies
Bransby Whitton
Product Strategist
Tiffany Wilding
U.S. Economist
Mihir P. Worah
CIO Asset Allocation and Real Return
Ben S. Bernanke
Chair, Global Advisory Board
Christopher J. Brightman
Chief Investment Officer, Research Affiliates
Mike Cudzil
Portfolio Manager, Liability Driven Investment
Christopher T. Getter
Emerging Market Strategist
Sudi N. Mariappa
Portfolio Manager, Generalist
Jason R. Steiner
Portfolio Manager, Residential Real Estate
Jessica K. Tom
Senior Credit Analyst
Reset All

Load 6 more results

PIMCO's Analytical Tools and Resources

For more than 45 years, we've put the power of innovation to work with our robust proprietary analytical tools, which work to both inform our investment strategies and provide optimized solutions for our clients.

To learn more, please contact your PIMCO Account Manager.

Smart Charts

Smart Charts

Extensive Library of Economic and Market Charts

Our robust chart library allows clients to view, download and share more than 100 charts and graphics across 25 key categories and seamlessly integrate them into investment committee presentations, newsletters and client communications.

Learn More 


PIMCO Risk Analytics and Hedging Application

Our robust suite of analytical tools is designed to advise our clients on strategic asset allocation. PIRANHA includes risk-factor volatility decomposition, tail-risk analysis, stress testing, and scenario analysis as well as the ability to model alternative asset classes.



Risk Analysis for More Informed Decisions

A regression-based analysis tool that allows for detailed risk factor decomposition of mutual funds and portfolios of mutual funds. Includes scenario analysis capabilities, so that clients can better understand how their managers fare in certain stress scenarios.


PIMCO Optimizer

Creates Highly Customized Investment Solutions

An integral part of PIMCO’s Liability Driven Investment (LDI) Solution Process, Optimizer employs a robust four-step process to identify plan specific risks and create highly customized investment solutions to help clients achieve the best possible outcomes for their plan participants.



Robust Tools for Measuring Volatility and Risk

Our proprietary holdings-based risk system uses granular risk factor models, across 6000+ risk factors, to estimate portfolio tracking error, risk contributions and diversification across PIMCO accounts.



Real Time Pre-Trade Analytics

Our extensive fixed income analytical tool provides pre-trade analysis, Real Time and end of day market data and charting tools across rates, credit, mortgages, emerging markets, municipals, TIPS and currencies.



Proprietary Valuation Tools

Our proprietary suite of tools estimate U.S. and European asset values through rigorous analysis of loans, economic fundamentals, and trends at the zip-code, city, state, and region levels, using an exhaustive combination of internal and external data.

Glide Path

Glide Path Analyzer

Comprehensive Evaluation of Glide Path Providers

GPA is designed to help advisors and consultants conduct thorough forward-looking evaluations of glide path providers across three key tenets – return profile, diversification and income replacement – and includes robust features to help simplify and inform the due diligence process.

Learn More

All of the Summaries in One Document?

Complete details from the main stage, breakout, and focus sessions.

Download Now


Past performance is not a guarantee or a reliable indicator of future results.

All investments contain risk and may lose value. Investing in the bond market is subject to risks, including market, interest rate, issuer, credit, inflation risk, and liquidity risk. The value of most bonds and bond strategies are impacted by changes in interest rates. Bonds and bond strategies with longer durations tend to be more sensitive and volatile than those with shorter durations; bond prices generally fall as interest rates rise, and the current low interest rate environment increases this risk. Current reductions in bond counterparty capacity may contribute to decreased market liquidity and increased price volatility. Bond investments may be worth more or less than the original cost when redeemed. Inflation-linked bonds (ILBs) issued by a government are fixed income securities whose principal value is periodically adjusted according to the rate of inflation; ILBs decline in value when real interest rates rise. Treasury Inflation-Protected Securities (TIPS) are ILBs issued by the U.S. government. High yield, lower-rated securities involve greater risk than higher-rated securities; portfolios that invest in them may be subject to greater levels of credit and liquidity risk than portfolios that do not. Equities may decline in value due to both real and perceived general market, economic and industry conditions. Investing in foreign-denominated and/or -domiciled securities may involve heightened risk due to currency fluctuations, and economic and political risks, which may be enhanced in emerging markets. Currency rates may fluctuate significantly over short periods of time and may reduce the returns of a portfolio. Mortgage- and asset-backed securities may be sensitive to changes in interest rates, subject to early repayment risk, and while generally supported by a government, government-agency or private guarantor, there is no assurance that the guarantor will meet its obligations. The value of real estate and portfolios that invest in real estate may fluctuate due to: losses from casualty or condemnation, changes in local and general economic conditions, supply and demand, interest rates, property tax rates, regulatory limitations on rents, zoning laws, and operating expenses. REITs are subject to risk, such as poor performance by the manager, adverse changes to tax laws or failure to qualify for tax-free pass-through of income. Investing in MLPs involves risks that differ from equities, including limited control and limited rights to vote on matters affecting the partnership. MLPs are a partnership organised in the US and are subject to certain tax risks. Conflicts of interest may arise amongst common unit holders, subordinated unit holders and the general partner or managing member. MLPs may be affected by macro-economic and other factors affecting the stock market in general, expectations of interest rates, investor sentiment towards MLPs or the energy sector, changes in a particular issuer’s financial condition, or unfavorable or unanticipated poor performance of a particular issuer. MLP cash distributions are not guaranteed and depend on each partnership’s ability to generate adequate cash flow. Investments in illiquid securities may reduce the returns of a