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IPE Webcast Channel

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  • 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
  • Equity Futures vs ETFs: Assessing the optimal tool for your trading strategy
    Equity Futures vs ETFs: Assessing the optimal tool for your trading strategy Paul Woolman and David Gibbs, CME; Brendan Maton, IPE Recorded: Oct 2 2018 57 mins
    Market participants around the world – from major institutional investor to active individual trader – use futures and ETFs to gain access to benchmark equity index exposure. These two instrument types are typically preferred for their liquidity, pricing, and ease of trading, relative to the alternatives.

    Take a deeper dive with David Gibbs and Paul Woolman as they walk through different scenarios to help uncover the optimal solution for different trading strategies.

    Join our experts for an interactive webinar that will address the differences between futures and ETFs across these five key factors:

    • Cost comparison of expenses that affect the total cost between futures and ETFs
    • Liquidity analysis across several US benchmark equity futures and ETFs
    • Capital efficiencies and benefits of margin offsets in futures vs the fully funded nature of ETFs
    • Operational efficiencies, such as opportunities for currency exposure, UCITS eligibility and managing the roll
    • Tax considerations and applications for futures and ETFs

    Presented by;
    • David Gibbs, Director of Market Development and Education at CME Group
    • Paul Woolman, Senior Director, Equity and Alternative Index Products group and Head of EMEA, CME Group

    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
  • Getting Defined Contribution (DC) right and wrong: evidence from 15 nations
    Getting Defined Contribution (DC) right and wrong: evidence from 15 nations Gregg McClymont, Head of Retirement & Leandros Kalisperas, Global Head of Pensions Solutions, Aberdeen Standard Investments Recorded: May 1 2018 64 mins
    Retirement is one of the biggest public policy challenges of this century. The global shift to defined contribution pensions reduces government and employer liabilities but can it deliver good outcomes for individuals carrying the investment risk?

    Towards a new pensions settlement the international experience vols. I & II is a research project in which subject expert academics examine transitions to funded DC pensions in global comparative context.

    Gregg McClymont & Leandros Kalisperas will discuss the emerging dos and don’ts of DC design based on evidence from across Europe, Asia, and the Americas in this webcast.

    Dos include

    · Mandatory or quasi mandatory enrolment
    · Pension funds with scale
    · Fiduciary governance
    · Default investment pathways

    Don’ts include

    · Expecting individuals-to-act-as-engaged-consumers
    · Ongoing or early access to savings
    · Using pensions systems to achieve non pensions objectives
    · Expecting DC savings to replace state pensions

    A webcast for all those interested in understanding the international drivers for success in pension design in the 2020s and beyond.

    Presented by:
    Gregg McClymont, Head of Retirement, Aberdeen Standard Investments
    Leandros Kalisperas, Global Head of Pensions Solutions, Aberdeen Standard Investments

    Moderated by:
    Liam Kennedy, Editor, Editor, Investment & Pensions Europe
  • Dynamic allocation and factor investing
    Dynamic allocation and factor investing Felix Goltz, Head of Applied Research at EDHEC-Risk Institute, and Director of Research at ERI Scientific Beta Recorded: Apr 12 2018 76 mins
    In this webinar, we will explore whether dynamic factor allocation can create value for investors. We will examine whether factor-based tactical allocation approaches are easy to implement and see how to account for cyclicality and conditionality of betas and premia in the context of factor investing solutions. We will present a case study of dynamic market beta adjustment and dynamic premia diversification of solutions to improve the conditionality of the performance of multi-factor strategies.

    Presented by:
    - Felix Goltz, Head of Applied Research at EDHEC-Risk Institute, and Director of Research at ERI Scientific Beta
    - Brendan Maton, IPE
  • Bringing Clarity to the Confusion of Smart Beta: MSCI FaCS
    Bringing Clarity to the Confusion of Smart Beta: MSCI FaCS Dimitris Melas, Mark Carver, MSCI; Brendan Maton, IPE Recorded: Apr 3 2018 54 mins
    Factor Investing is transforming the way investors construct and manage portfolios. Join our webcast to learn about the evolution from Style Investing to Factor Investing taking place today. MSCI’s latest Factor innovation, MSCI FaCS and Factor Box provide the framework and standard for evaluating, implementing and reporting Factor allocations.

    In this webcast we will:

    • Introduce MSCI FaCS and MSCI Factor Box
    • Demonstrate how to analyze your portfolio, compare fund to fund or funds to benchmarks and report fund or style characteristics using MSCI FaCS

    Presented by:
    - Dimitris Melas, Global Head of Core Equity Research, MSCI
    - Mark Carver, Executive Director, Americas Head of Factor Index Products, MSCI

    Moderated by:
    - Brendan Maton, IPE
  • Finding Growth in a Maturing Bull Market
    Finding Growth in a Maturing Bull Market Andrew Marks and Jason White, Artisan Partners; Brendan Maton, IPE Recorded: Mar 27 2018 60 mins
    As the bull market enters its 10th year and valuations continue climbing across most market sectors, investors naturally begin to question where future growth may come from.

    Artisan Partners Growth Team is focused on identifying high-quality franchises that are on the cusp of or in the early stages of compelling profit cycles—wherever they may occur.

    As the market cycle matures, the team’s process becomes even more critical to identifying opportunities for accelerating profit growth.

    The Growth team’s Jason White, lead portfolio manager for the recently launched Artisan Global Discovery Strategy, will discuss where the team is finding compelling opportunities, even against the backdrop of a maturing bull market.

    Andrew Marks:
    Andrew Marks is a managing director of Artisan Partners UK and head of Europe, Middle East and Africa (EMEA) Distribution.

    Jason White:
    Jason L. White, CFA, is a managing director of Artisan Partners and a portfolio manager on the Growth team

    Moderated by Brendan Maton, IPE

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