CalPERS is the latest institutional investor to recognize the importance of having well-formulated investment beliefs that inform investment decision-making.

Grappling with one’s own long-term investment beliefs is no easy endeavor. Yet, the payoffs to performance through making more risk-robust, cost-effective and disciplined investments can be worthwhile.

Moreover, learning the long-term beliefs of others can uncover profit opportunities, as well as expose vulnerabilities in one’s own long-term strategies. Savvy long-term investors should seek to deeply understand and critique both their own beliefs and those of others in the market.

It is, therefore, with great enthusiasm that Pensions & Investments and Oxford University launch this survey. We hope the results, to be published July 23, will help you apply long-term investment belief logic to your own investment pursuits.

Please submit your responses by Friday, June 15.

Thank you.

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