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Deutsche Asset Management

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  • Listed Infrastructure - invest in the foundation of every economy
    Listed Infrastructure - invest in the foundation of every economy Matthias Meyer, Head of Liquid Real Assets Recorded: Sep 12 2017 58 mins
    Listed Infrastructure investing is becoming more and more important for investors worldwide. This asset class which allows for instant capital deployment and broad diversification, has delivered some interesting risk-adjusted returns.

    Infrastructure asset owners have historically been the key to successful investing in this sector due to their stable and predictable inflation-linked cash flows.

    Register now and watch and listen to Head of Liquid Real Assets, Matthias Meyer discuss his area of expertise.

    Matthias joined Deutsche Bank in 2005 and is currently responsible for Deutsche AM’s Liquid Real Assets distribution in APAC & EMEA.
    He took over his current role in 2014, building the LRA distribution network in those regions from scratch and was honoured with the 40 under 40 - Rising Star of Institutional Asset Management Award– by Financial News for his efforts.

    Prior to his current role, Matthias worked in several sales & advisory roles within Deutsche Bank Asset Management & Wealth Management units.
    In addition he was a board member of the Deutsche Bank Switzerland Pension Fund as well as head of the Investment Committee.

    Matthias holds Master's Degree ("Diplom-Betriebswirt") in Banking & Finance from the University of Applied Sciences, Saarbruecken.

    Past performance is not a reliable indicator of future performance.
  • The New World Order for ESG investing: Trends and Prospects
    The New World Order for ESG investing: Trends and Prospects Michael Lewis, Head of ESG Thematic Research Recorded: Jul 11 2017 42 mins
    ESG, or responsible investing, has increasingly become a prevalent topic of conversation for investors, especially over the past 3 years. $21 trillion of assets are now invested in ESG or sustainable strategies globally in aggregate. Asset owners are becoming more and more aware of sustainability issues and their perception of responsibility for stewardship.

    Michael Lewis is a Managing Director, Head of ESG Thematic Research for Deutsche Asset Management and is based in London. He joined the Company in 1990. Prior to his current role, Michael was Global Head of Commodities Research in the Corporate Banking & Securities division. Before this, he was a G10 FX strategist and Deputy Head of FX Research at Deutsche Morgan Grenfell. Michael began his career as a research analyst covering Global Macro & Rates research at Morgan Grenfell

    Michael holds a BSc in Economics from the University of Bristol and an MSc (Econ) in Economics from London School of Economics and Political Science.
  • Sector Rotation – Time to take a closer look?
    Sector Rotation – Time to take a closer look? Pierre Debru, Quantitative Strategist Recorded: Apr 27 2017 43 mins
    Sector exposures are fundamental drivers of risk and return, with high dispersion between sector returns. The diversification demonstrated by MSCI World sectors is pervasive across regions; a remarkable feature, as it could have been significantly reduced by the large number of stock members in each sector.

    Flows into sector ETFs have increased significantly over the last year, showing the ever-changing investor mindset as they move from traditional country allocation to factor, sector and regional plays. Healthcare and financials captured the lion’s share in 2016.

    Deutsche Asset Management’s db X-trackers ETF platform offers a number of sector exposures across several different regions: global, European, EM and China.

    Deutsche Asset Management’s passive business has recently published a paper on Sector Rotation. This webcast will be hosted by Pierre Debru. He is a Director within Deutsche Asset Management, developing Investment Strategies and Model Portfolios within Passive Asset Management. He has 12 years of experience in Quantitative Research, Fund Structuring and Portfolio Construction. Previously, Mr. Debru was structuring and managing Structured Funds on all asset classes (UCITS or otherwise) at Nomura Alternative Investment Management. Prior to moving to Nomura, Mr. Debru was a Quantitative Analyst within BNP Paribas Investment Partners, Lehman Brothers Asset Management and Aviva Investors.
  • Delivering Quality and Yield in Fixed Income
    Delivering Quality and Yield in Fixed Income Olivier Souliac, Director - Strategic Beta product development, Passive Asset Management Recorded: Jun 15 2016 48 mins
    The quest for yield comes at the price of more volatility, more downgrade risks and potentially more liquidity risks. Each of these events can translate into yield destruction that durably affects the performance of a bond portfolio, especially for constrained investors. Looking for quality, however, is expected to render those risks more remote at the price of lower yields, whereby such lower yields may not always materialise into lower performance. In his presentation, Olivier will cover the benefits of fixed income indices:

    • Identifying advantages and drawbacks of bond indices versus single securities, and assessing the impact of index rules on yield capture
    • Examining alternative indexing approaches that enhance such yield capture while retaining the advantages of broad benchmark indices
    • Reviewing the case of yield seeking and quality oriented bond investors in the emerging markets sovereigns and IG corporate bond indices

    After completing his Masters in Engineering Science at the Ecole Centrale in Paris and Financial Mathematics at the Technische Universität Berlin, Olivier Souliac worked for Deutsche Bank in London and Frankfurt in the structured funds and index funds division. The particular emphasis in this role was on the development and distribution of systematically managed funds, with a focus on fixed income solutions for institutional clients. Olivier Souliac became an active member of the Deutsche Bank Asset & Wealth Management division at the end of 2012, working in this same area of responsibility. In October 2014, Olivier joined the Strategic Beta team within Passive Asset Management and focuses on fixed income strategies.

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