Real Assets in the Institutional Portfolio

John Hershey of Oregon State Treasury and David Rogers of Caledon Capital Management (formerly head of private equity for OMERS) offer a deep dive into this essential asset class. Real assets – what are they and how do they fit into your portfolio? Although institutional investors around the world are expressing greater interest in investment strategies that focus on real assets, there is a huge need for further education about how they should be defined and measured.