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IPE Webcast Channel

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  • 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
  • Green Taxonomies and Investing in Environmental Opportunities
    Green Taxonomies and Investing in Environmental Opportunities Dan Carson, Head of Green Solutions, FTSE Russell; Brendan Maton, IPE Recorded: Mar 20 2018 63 mins
    As sustainable investing moves into the mainstream of institutional investing many investors may be unsure why this once niche strand of portfolio construction has risen so rapidly in the rankings of investor consideration. Is it driven by values, global policy, or is it really about a pure investment rationale; enhancing returns and minimising risk? Or a mixture of all three?

    Join Dan Carson, Head of Green Solutions at FTSE Russell as he seeks to elaborate on some of the issues and drivers that have led to the increased popularity of sustainable investing; explaining why green taxonomies are important and how FTSE Russell’s Green Revenues data model can help asset owners identify the companies that are engaged in the global transition to a green economy.

    Dan will go on to demonstrate how Green Revenues data is used within index construction and how asset owners have successfully used sustainability data and smart beta to build index solutions that eloquently combine risk premia with varying degrees of sustainable preference or parameters.

    Presented by:
    - Dan Carson, Head of Green Solutions, FTSE Russell
    - Brendan Maton, IPE
  • When Beta Fails, Are You Prepared?
    When Beta Fails, Are You Prepared? Jeppe Ladekarl, Allyson Pellissier & Paul Goldwhite, First Quadrant; Brendan Maton, IPE Recorded: Mar 14 2018 61 mins
    Equity markets may be showing signs of vulnerability after experiencing a strong rally in stocks across some parts of the globe. With inflation concerns and rising rates weighing on fixed income assets, investors are wary of turning to this traditional source for return and diversification. Commonly used alternatives to these traditional beta sources come with their own challenges such as complexity, liquidity, lack of transparency and, in some cases, potentially stretched valuations.

    In this webcast, we offer a liquid and transparent approach to generating returns, especially during times of market stress. Please join Jeppe Ladekarl, Paul Goldwhite and Allyson Pellissier from our Macro Investment team, as they discuss how an allocation to macro may improve your portfolio's risk-adjusted return profile and why currency can be an effective medium for expressing macro views and delivering returns when investors need them most.

    Disclaimer:
    Past performance is no guarantee of future results. Potential for profit is accompanied by possibility of loss.

    Presented by:
    - Jeppe Ladekarl: Partner, Investments, First Quadrant
    - Allyson Pellissier, PhD: Associate, Investments, First Quadrant
    - Paul Goldwhite, CFA: Director, Investments, First Quadrant

    Moderated by:
    - Brendan Maton, IPE
  • Factor Investing in Long/Short Strategies
    Factor Investing in Long/Short Strategies Eric Shirbini, Global Research and Investment Solutions Director, ERI Scientific Beta; Brendan Maton, IPE Recorded: Jan 30 2018 64 mins
    Long/short factor strategies allow well-documented factor premia to be harvested and hedging out market risk effectively cancels a major source of risk. Market-neutral factor strategies can be useful additions to portfolios with strong market exposure due to low correlation with directional market risk. In this webcast, Eric Shirbini, PhD, Global Research and Investment Solutions Director with ERI Scientific Beta, will explore the following points:

    • The challenges of a robust performance approach in the case of long/short multi-factor strategies
    • Improving factor spreads without sacrificing performance stability: the challenge of allocating between factors adapted to long/short strategies
    • How to ensure real market neutrality of long/short factor strategies
    • The importance of investability of long/short strategies in factor investing

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