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IPE Webcast Channel

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  • A rules-based approach to integrating climate risk
    A rules-based approach to integrating climate risk
    Francis Condon and Christopher Greenwald, UBS Asset Management; Brendan Maton, IPE Recorded: Nov 22 2018 66 mins
    As the need intensifies for the world to transition to a low-carbon economy, we look at the ways in which aligning to the 2 degree global warming scenario can provide investors with opportunities. In particular, we will explore the benefits of adopting a low cost, rules-based approach to integrating climate risk, with a focus on:

    • Incorporating a forward looking approach aligned to forward-looking carbon reduction targets
    • The use of qualitative and quantitative factors to tilt exposures towards those companies more likely to follow the 2 degree reduction scenario and away from those likely to track the 6 degree scenario
    • The role of an active engagement and proxy voting policy to drive positive climate change action


    Presented by:
    - Christopher Greenwald, PhD, MBA: Head of Sustainable and Impact Investing Research and Stewardship, Executive Director, UBS Asset Management
    - Francis Condon, M.Phil: Sustainable and Impact Investing Research Analyst, Executive Director, UBS Asset Management

    Moderated by:
    Brendan Maton, IPE
  • How are Pension Funds seeking new cost efficiencies?
    How are Pension Funds seeking new cost efficiencies?
    Armit Bhambra, Head of UK Retirement, iShares by BlackRock; Maya Beyhan, Investment Strategist, Kempen; Brendan Maton, IPE Recorded: Nov 15 2018 47 mins
    Since 2009, ETF assets have increased from c.$1trn to above $4trn today*. As AUM has increased, so too has the volume traded over exchanges, which has the direct impact of reducing transaction costs versus trading in the primary markets. This changing landscape requires a more holistic view of costs.

    In this webinar, we focus on ETFs and when and why it maybe more cost efficient to use an ETF instead of an alternative wrapper. We will look at the Total Cost of Ownership (TCO) framework and how it can help drive cost efficiencies for your Pension Fund, for both ETFs and IMFs. It also enables you to evaluate the most cost-efficient vehicle and gives you a better reflection of true costs.

    We will discuss how you can make cost efficiencies for your pension fund and address the following key questions:

    · What are the cost benefits of ETFs?
    · How will it fit within our current pension fund portfolio?
    · What is the Total Cost Ownership (TCO) framework?
    · How does TCO differ to the traditional cost analysis model for mutual funds?
    · Should I consider ETFs as a key investment strategy for our pension fund?
    · ETFs have been on the rise for the last few decades, will the trend continue?
    · What is the key strategy to achieving a strong return and cost-efficiencies?

    * Source: Kempen Capital Management, as of July 2018
  • Are ‘LPs’ becoming ‘GPs’? Drivers and challenges for alternatives investing
    Are ‘LPs’ becoming ‘GPs’? Drivers and challenges for alternatives investing
    Mark Austin and Stuart Lawson, Northern Trust; James Alexander, Accenture; Brendan Maton, IPE Recorded: Nov 14 2018 70 mins
    As institutional investors /pension schemes boost their exposure to alternative assets at transformational levels, they are exploring a variety of ways to access the investments. An evolving approach is to venture beyond the investor role by entering the realm of the asset manager and establishing their own investment vehicles.
    This can offer advantages such as full alignment to their requirements and greater control. Yet it also requires a high level of in-house expertise and operational considerations.

    The webcast will:

    • Examine the drivers and challenges for investment in alternative assets
    • Explore the changing relationship between ‘LPs’ and ‘GPs’
    • Outline key considerations for direct investment

    Presented by:
    - Mark Austin, Head of UK Institutional Investor Group, Northern Trust
    - Stuart Lawson, Senior Product Manager, Alternatives, Northern Trust
    - James Alexander, UK Wealth and Asset Management at Accenture

    Moderated by:
    - Brendan Maton, IPE
  • Monetary Policy: Navigating A Troop of Gorillas
    Monetary Policy: Navigating A Troop of Gorillas
    Brian D. Singer, CFA, Partner, Head of the Dynamic Allocation Strategies Team, William Blair; Brendan Maton, IPE Recorded: Nov 1 2018 64 mins
    Easy monetary policies across the globe have unleashed a troop of 800-pound gorillas to harass capital markets, and in doing so, have created unintended risks—and significant opportunities.

    Get insights on this and three other compounding issues that have heightened concerns of a market disruption, and learn how to navigate this environment and pursue resulting opportunities.

    In this webinar, Brian Singer, CFA, head of William Blair’s Dynamic Allocation Strategies Team, will discuss:

    How the current market environment is interesting but not unique
    • 1980s: Black Monday
    • 1990s: Dot-com bubble
    • 2000s: Global Financial Crisis
    • Today: Different book, same story (final chapter hasn’t been written yet)

    How the story keeps getting repeated
    • Monetary stimulus
    • High asset prices
    • Low volatility
    • Systematic over fundamental
    • Reckoning at the end

    Why the troop of 800-pound gorillas (global central banks) and compounding issues may exacerbate a market downturn
    • Global quantitative easing
    • Rules-based strategies
    • The Volcker Rule
    • Circuit breakers

    Why it’s important to be aware and where opportunities may emerge
    • Positioning portfolios to step into opportunities
  • The potential of infrastructure debt in an alternative fixed income portfolio
    The potential of infrastructure debt in an alternative fixed income portfolio
    René Kassis - Managing Director, Head of Private Debt, La Banque Postale Asset Management; Brendan Maton, IPE Recorded: Oct 24 2018 61 mins
    ***DISCLAIMER: This webcast is addressed to professional investors located in the following countries only: Netherlands, Belgium, Luxemburg, Germany, UK, Austria, Switzerland, Norway, Sweden, Finland, Denmark, Italy, Spain and France***

    In the current low-rate environment, the search for yield has led investors to alternative fixed income categories. Besides investments like mortgage loans and asset-backed securities, infrastructure debt offers institutional investors various advantages. Being a less liquid investment, investors in infrastructure debt receive an attractive illiquidity premium. On top of that, this asset class offers diversification benefits within a fixed income strategy, historically low default rates, high recovery rates and low capital charges under Solvency II.

    At present, more than half of all infrastructure projects relate to the renewable energy transition. Infrastructure debt is about assets that provide essential public services such as transport, energy, healthcare, utilities and telecom infrastructure. This also includes companies that tackle environmental problems, e.g. water treatment and minimizing energy wastage. In the long term, these assets generate predictable and stable cash flows and contribute to a more sustainable world.

    René Kassis, Managing Director, Head of Private Debt at La Banque Postale Asset Management will tell you more about this.

    DISCLAIMER: Professional investors located in the following countries can sign in for the webcast: Netherlands; Belgium; Luxemburg, Germany; UK; Austria; Switzerland; Norway; Sweden; Finland; Denmark; Italy, Spain and France
  • Real Assets – why a combined approach makes sense
    Real Assets – why a combined approach makes sense
    Lorna Brown, Robin Martin and Tom Sumpster, LGIM Real Assets; Brendan Maton, IPE Recorded: Oct 17 2018 71 mins
    The interest in growing Real Asset exposures in portfolios has boomed in recent years. But with an asset class that encompasses a range of Real Estate and Infrastructure sectors, and different shades of debt and equity, investors are faced with many options.

    Tune in to this webcast to hear LGIM's market experts Lorna Brown, Head of Real Estate Debt, Rob Martin, Real Assets Research Director and Tom Sumpster, Head of Infrastructure Finance talk about the different roles the asset class can play in meeting investors’ objectives.

    IPE’s Brendan Maton, will be quizzing Lorna, Rob and Tom on:
    • How investors should be thinking about allocating to Real Assets
    • The current market environment in the UK
    • Which areas of the market look most interesting now
    • What are the risks that investors need to consider

    Presented by:
    Lorna Brown - Head of Real Estate Debt, LGIM Real Assets
    Robin Martin - Director of Research, LGIM Real Assets
    Tom Sumpster - Head of Infrastructure Finance, LGIM Real Assets

    Moderated by:
    Brendan Maton, IPE
  • Examining recent market events through factors
    Examining recent market events through factors
    Mark Carver and George Bonne, MSCI; Brendan Maton, IPE Recorded: Sep 26 2018 60 mins
    Factors have historically been identified as critical drivers of portfolio risk and return and can now be used to better inform the investment process and provide insight into market performance.
    Join our webcast to learn about MSCI’s latest factor research and how it can be applied to understanding recent market events. We will also examine how multi-factor strategies can provide core portfolio diversification.

    In this webcast we will:

    - Look at the current market dynamics through the lens of Factors
    - Introduce MSCI’s latest research on factor influence on recent market events
    - Analyze multiple-factor strategies and the power of diversification

    Presented by:

    - Mark Carver - Executive Director, Global Head of Factor Indexes, MSCI
    - George Bonne, PhD, PRM - Executive Director, Equity Factor Research, MSCI
    - Brendan Maton, IPE
  • The Benefits of Combining Public and Private Real Assets
    The Benefits of Combining Public and Private Real Assets
    Larry Antonatos – Managing Director, Portfolio Manager, Brookfield; Brendan Maton - IPE Recorded: May 31 2018 56 mins
    Larry Antonatos, a Portfolio Manager on the Real Assets Solutions team for Brookfield’s Public Securities Group, explores how investors can reap the rewards of both public and private real assets by combining them within a single hybrid portfolio. By diversifying the drivers of risk and return, the potential investment benefits of this hybrid approach are:

    - Enhanced risk-adjusted returns
    - Dynamic asset allocation of public securities
    - Strategic diversification of private funds

    Please join us for a discussion on the underlying characteristics and risk/return profile of a public/private real assets portfolio along with an analysis of the “illiquidity premium” attributed to private funds.

    Presented by: Larry Antonatos – Portfolio Manager, Brookfield’s Public Securities Group
    Moderated by: Brendan Maton, IPE
  • Alternative Debt – Real Assets are here to stay
    Alternative Debt – Real Assets are here to stay
    Pauline Fiastre, Senior PM, Infrastructure Debt & Philippe Deloffre, Head of Real Estate Debt at BNP Paribas Asset Management Recorded: May 17 2018 76 mins
    Real Asset financing is becoming increasingly popular. This is not surprising given the diversification benefits they bring and the sustainable, inflation-beating investment returns they can deliver.

    Tune in to this webcast to hear Pauline Fiastre, Senior Portfolio Manager, Infrastructure Debt and Philippe Deloffre, Head of Real Estate Debt at BNP Paribas Asset Management, talk about why Real Assets are an important component of an investment portfolio.

    IPE’s Brendan Maton, will be quizzing Pauline and Philippe on:

    - Size and scope of the real asset debt market
    - Current market environment across Europe
    - Why these illiquid alternatives can offer stable and predictable cash-flow
    - The risk profile of these asset classes
    - How ESG can be a defining factor in selecting quality assets
  • Pension investment costs and charges: Towards greater transparency
    Pension investment costs and charges: Towards greater transparency
    Mark Austin, Northern Trust; Aaron Overy, Northern Trust Asset Management; Sonia Gogna, Aon Recorded: May 9 2018 60 mins
    Pension investment costs and charges: Towards greater transparency

    Trustees and pension fund executives increasingly need to understand the full cost of managing their investments to enable them to determine if they are receiving value for money. Yet many find it difficult to obtain the information required to complete this analysis. As pension investment costs and charges come increasingly to the fore of industry debate, this webcast will provide ideas for those seeking to gain deeper insight into schemes’ investment costs and charges.

    The webcast will:

    • Discuss recent industry developments and initiatives aimed at encouraging greater transparency over investment costs
    • Outline key areas that trustees can assess when hiring or changing their investment managers
    • Highlight the costs associated with certain types of transactions and less commonly known investment-related activity

    Presented by:
    • Mark Austin, Head of UK Institutional Investor Group, Northern Trust
    • Aaron Overy, Director of Business Development, Northern Trust Asset Management
    • Sonia Gogna, Head of Large Client Solutions, Aon

    Moderated by:
    • Brendan Maton, IPE

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