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European Investors

  • Planes, Ships & Autos: How Transportation Volumes Have Fared in the Pandemic
    Planes, Ships & Autos: How Transportation Volumes Have Fared in the Pandemic
    Andrew Lin Recorded: May 28 2020 75 mins
    DBRS Morningstar invites you to join a 40-minute discussion on the impact that the COVID-19 pandemic has had on global transportation infrastructure. During the webinar, senior analysts from the DBRS Morningstar Infrastructure Fiance team will focus on the pandemic’s impact on traffic volumes of toll roads, airports and container ports.
    The analysts will also present their outlook on the three sectors over the coming months and years. From a credit perspective, the analysts will summarize key business risks and financial ratios that DBRS Morningstar uses when rating companies and projects in these sectors, and will present case studies on some of the key issuers that they work with.
    The webinar will be followed by an interactive question-and-answer session.
  • Point sur la stratégie d'investissement Carmignac
    Point sur la stratégie d'investissement Carmignac
    Didier Saint-Georges, Axelle Pinon et Christophe Younes Recorded: May 28 2020 24 mins
    Depuis deux mois, nous vous proposons chaque semaine notre étude des marchés pour vous accompagner dans cette période très particulière. Nous pensons qu'il est important de continuer à vous communiquer notre analyse de la situation et la stratégie d'investissement mise en œuvre dans nos principaux fonds.
  • FTSE Target Exposure Indexes with National Grid UK Pension Scheme and LGIM
    FTSE Target Exposure Indexes with National Grid UK Pension Scheme and LGIM
    Marlies Van Boven, FTSE Russell; Kilian Thevissen, National Grid UK Pension Scheme; Fadi Zaher, LGIM Recorded: May 28 2020 46 mins
    The FTSE Target Exposure Indexes are a suite of benchmarks and investable indexes designed to target specific characteristics—such as factor, climate and ESG exposures—while minimizing all off-target, consequential exposures. Target exposures are completely flexible and can be combined to cater to specific client objectives.

    The FTSE Target Exposure Indexes were launched at the end of 2019 with the FTSE All-World Target Exposure Qual Vol Factor Index being adopted by National Grid UK Pension Scheme, a UK-based defined benefit pension fund, with LGIM serving as the investment manager.

    During this webinar we will learn about National Grid UK Pension Scheme's investment objectives and how FTSE’s Target Exposure index solution helped to meet those objectives.

    Speakers:

    • Moderator: Paul Alakija, director, asset owner group, FTSE Russell
    • Kilian Thevissen, investment manager, National Grid UK Pension Scheme
    • Fadi Zaher, head of index solutions & investment specialists, LGIM
    • Marlies Van Boven, PhD, managing director, Research and Analytics, FTSE Russell
  • Carmignac Investment Update
    Carmignac Investment Update
    Didier Saint-Georges, Axelle Pinon et Christophe Younes Recorded: May 28 2020 23 mins
    For the last two months we have been providing our weekly market insights to accompany you in this very particular period. We believe it is important to continue providing our analysis of the situation and on the investment strategy implemented in our main funds.
  • Steven Bell macro update: adjusting to the new normal
    Steven Bell macro update: adjusting to the new normal
    Steven Bell, Chief Economist Recorded: May 28 2020 43 mins
    In the midst of the worst recession in modern times, Steven will examine the outlook for an economic recovery. What will change after the virus and what will stay the same? After all the recent ups and downs, what’s next for markets?
  • Navigating the path ahead in Asia
    Navigating the path ahead in Asia
    Eric Moffett, Portfolio Manager Recorded: May 28 2020 32 mins
    In this webinar, Eric Moffett, Portfolio Manager, Asia Opportunities Equity Strategy, discusses the situation in Asia as life returns to normal in some parts of the region and lockdowns ease. Eric shares his outlook for Asia ex-Japan markets, the insights he’s gleaning from local companies, competitors, suppliers and officials, and how he’s positioning for what lies ahead.
  • DWS Trend Talks con Xtrackers: Sectores, Factores y ESG
    DWS Trend Talks con Xtrackers: Sectores, Factores y ESG
    César Muro, Head of Passive Sales, Spain & Portugal Recorded: May 28 2020 50 mins
    Te invitamos a una nueva sesión de DWS Trend Talks con César Muro, DWS Head of Passive Sales Iberia, en la que exploraremos el impacto de la crisis de COVID-19 en la rentabilidad de diferentes ETFs de Sectores y Factores.

    A medida que aumenta la dispersión de la rentabilidad de una sola acción, la selección entre factores y sectores puede ayudar más que nunca a generar un exceso de rentabilidad. Esto es especialmente cierto en mercados volátiles como el actual que han demostrado que la pandemia es un catalizador de las tendencias existentes:

    _La creciente necesidad de atención médica, desde la investigación de vacunas hasta el abastecimiento de poblaciones que envejecen, y el aumento contínuo de los servicios de tecnología de la información y comunicación.

    _Preocupación por la rentabilidad del sector minorista y el financiero europeo, así como los activos potencialmente en desuso del sector energético tradicional

    _Continuación del buen comportamiento de las acciones momentum, low volatility, quality y ESG.
  • Update on BL Equities Dividend
    Update on BL Equities Dividend
    Jérémie FASTNACHT - Fund Manager Recorded: May 28 2020 31 mins
    BL-Equities Dividend differentiates itself as its primary focus is not to simply get exposure to high-dividend paying companies but first to look for high-quality companies whose business model is strong, understandable and sustained by tangible competitive advantages. Only then, does it select those that are paying attractive, sustainable and growing dividends.
  • DWS ESG TALKS
    DWS ESG TALKS
    Oliver Plein, Head of Investment Specialists Active Equity, DWS & Michael Lewis, Head of ESG Thematic Research Recorded: May 28 2020 34 mins
    CREATING INVESTMENT PORTFOLIOS WHICH TARGET THE SDGs

    Please join us every week for our DWS ESG TALKS webinar series where Michael Lewis, Head of ESG Thematic Research, will be discussing the current issues impacting ESG. He will be joined by DWS ESG experts from across the platform incorporating all asset classes and business lines.

    On Thursday 28th May, Michael will be joined by Oliver Plein, Head of Investment Specialists Active Equity. They will discuss the routes to gaining exposure to the United Nations’ Sustainable Development Goals through listed equity.

    Agenda:

    _From ESG to SDGs
    _SDGs as a key framework for investors
    _How to measure impact for liquid asset classes?
    _SDG 2.0 – from SDG ambition to practice
  • DBRS Morningstar CMBS Webinar Series: Q&A with the NA CMBS Credit Team
    DBRS Morningstar CMBS Webinar Series: Q&A with the NA CMBS Credit Team
    Erin Stafford Recorded: May 27 2020 64 mins
    DBRS Morningstar invites you to join our commercial mortgage-backed securities (CMBS) team for its next webinar, taking place on Wednesday, May 27 at 11:30am (EDT), which will follow a question and answer format. The conversation between Erin Stafford, Managing Director of North American CMBS, and other CMBS senior staff members will address questions and discussions we have been engaged in across the CMBS industry as the Coronavirus Disease (COVID-19) pandemic rapidly grew into a global crisis.

    Some of the questions DBRS Morningstar will address include:
    -- What are the similarities and differences between this and the Great Recession of 2008–09?
    -- How is DBRS Morningstar looking at new deals differently?
    -- Is the CMBS team considering methodology adjustments?
    -- Other than retail and hotel properties, what other property types are challenged by or benefit from the crisis?
    -- Will gateway markets fair better than secondary markets, or worse?
    -- What will the impact on commercial real estate be should this crisis lead to long-term secular changes in choices people make with respect to where they choose to live, work, shop, etc.?
    -- What does the new day-to-day look like during the coronavirus pandemic? Where is the CMBS team spending its time?
    -- When will DBRS Morningstar start to downgrade CMBS ratings? Does DBRS Morningstar take into consideration time tranching?
    -- How is DBRS Morningstar approaching sovereign ratings at this time?
    -- How is DBRS Morningstar managing recent remittance data from the servicers?
  • Using Exchange Traded Funds for Portfolio Construction
    Using Exchange Traded Funds for Portfolio Construction
    Hector McNeil, Co-CEO, HANetf & Oliver Smith, Investment Director, Sandaire Recorded: May 27 2020 58 mins
    For professional investors only. When you trade ETFs, your capital is at risk.

    By the start of 2020, there were more than US$6 Trillion of institutional and retail assets invested in ETFs*, much of that market share won from traditional mutual funds across the world. So, how are professional investors using ETFs in their portfolios?

    HANetf’s Co-CEO Hector McNeil and Oliver Smith, Investment Director at international multi-family office Sandaire will cover:

    •How ETFs can be used as the basis for a Strategic Asset Allocation (benchmark)
    •Why does Oliver use ETFs for certain exposures
    •What Oliver looks for when choosing an ETF
    •Which ETFs is he using mostly at the moment
    •Tips on using ETFS efficiently - i.e. trading
  • [Sector focus special] The impact of Covid-19: Financials
    [Sector focus special] The impact of Covid-19: Financials
    Justin Bisseker, Roger Doig Recorded: May 27 2020 54 mins
    START TIME: 15.00 BST / 16.00 CEST

    Spanning from Energy to Healthcare to Financials, Schroders’ experts will offer their insight into how they see the crisis shaping their medium-term view and reveal what opportunities they see on the horizon.

    In this edition, we focus on Financials with Schroders' equity analysts Justin Bisseker and Roger Doig.

    You will have the opportunity to have your questions answered by the speakers live.
  • Cycles In The Time of COVID-19
    Cycles In The Time of COVID-19
    Mathieu Savary, BCA Research’s strategist Recorded: May 27 2020 46 mins
    Join us May 27th as BCA Research’s strategist, Mathieu Savary discusses the cycles in the time of COVID-19. Discussion highlights will include:

    · The global economy will contract at its fastest pace since the early 1930s, but will not slump into a depression.
    · Easy monetary conditions, an extremely expansive fiscal policy, and robust bank and household balance sheets are crucial to the economic outlook.
    · Risk assets remain attractive.
    · The dollar and bonds will soon move from bull to bear markets.
    · The credit market offers some attractive opportunities.
    · Stocks are vulnerable to short-term profit-taking, but the cyclical outlook remains bright.
    · Favor energy and consumer discretionary equities.
  • COVID-19 and its impact for workers
    COVID-19 and its impact for workers
    Nina Roth Recorded: May 27 2020 37 mins
    Responsible Investment Director, Nina Roth will be joined by Christy Hoffman, General Secretary of UNI Global Union, a federation representing more than 20 million workers from 150 different countries in the skills and services sectors to discuss the impact on the pandemic on customer facing industries.
  • Powering Down Coal & Gas: Carbon Tracker’s Spring 2020 research update
    Powering Down Coal & Gas: Carbon Tracker’s Spring 2020 research update
    Responsible Investor in partnership with Carbon Tracker Initiative Recorded: May 27 2020 63 mins
    Powering Down Coal & Gas: an RI webinar presenting Carbon Tracker’s Spring 2020 updates of their global 'Powering Down Coal' report and a preview of their analysis on the gas power utilities..

    One expert speaker, a specialist moderator, and your questions answered!

    Heading into COP26, Carbon Tracker is releasing a series of updates on their Powering Down Coal report alongside new analysis on unabated gas in the global energy system and associated stranded assets risk. The coal research reviews the nominal and relative competitiveness of coal power generation, as well as the cost to replace and retire coal-fired capacity globally. The updates draw on data and analytics from Carbon Tracker’s Global Coal Power Economics Model (GPEM), a techno-economic simulation model which tracks ~95% of operating, under-construction and planned coal capacity at boiler-level.

    A G20 country case study on the phase-out of unabated gas by 2050 will be discussed alongside updates on Carbon Tracker's research schedule on stranded assets risks in global gas markets.

    Carbon Tracker will examine the headline data from these updates and consider implications for global energy investors through the 2020s.
    It will allow ample time for moderator and listener Q&A.

    Join the debate on the future of energy investing.


    Speaker: Matt Gray, Managing Director, Co-head of Power & Utilities, Carbon Tracker


    Moderator: Hugh Wheelan, Joint Managing Director and Co-founder, Responsible Investor


    Audience: Investors, companies, policymakers
  • Pandemic, ESG and Impact
    Pandemic, ESG and Impact
    Sallie Cooke Pilot, Black Sun PLC in conversation with Ben Yeoh & Jeremy Richardson, RBC Global Asset Management (UK) Limited Recorded: May 27 2020 62 mins
    Even before the coronavirus outbreak, more investors were looking at companies through the lens of environmental, social and governance (ESG) practices. But now, corporate decisions on human capital, customers and society during the COVID-19 pandemic will carry greater weight. As companies face greater scrutiny during the crisis, ESG factors will now be a key layer of diligence in evaluating an investment.
    Join us for a joint webinar in collaboration with Black Sun, as we discuss ESG in a post-COVID-19 world, and how investors view responsible investment and ESG.
    At this event we will discover:
    · What ESG information investors are looking for and how they use it
    · Understand how high quality ESG disclosure will allow for better comparisons and improved understanding for all stakeholders
    · How ESG disclosure should also enhance decision-making and company performance in the long-term
  • ClearlySo Agriculture Sector Insights
    ClearlySo Agriculture Sector Insights
    Matias Wibowo, ClearlySo Energy & the Environment Sector Lead Recorded: May 27 2020 48 mins
    Sector Lead for Energy & the Environment, Matias Wibowo will be joined by some special guests including, Cansu Deniz Bayrak (Senior Partner & Head of Fundraising, Bethnal Green Ventures), Charlie Guy of LettUs Grow and Andy Jones of Phytoponics for a deep discussion with these agri-tech businesses on the resilience of food chain, amidst recent concerns caused by COVID-19.
  • DWS Trend Talks: German Equities update
    DWS Trend Talks: German Equities update
    Tim Albrecht, Head of Germany, Austria and Switzerland Equities Recorded: May 27 2020 43 mins
    In this DWS Trend Talks session, we will focus in the opportunities that German Equities strategies offer in the current market situation.

    Tim Albrecht, DWS Head of Germany, Austria and Switzerland Equities, will review the outlook for German Equities as well as the positioning and performance of our German Equity funds.

    If you are EFPA member, this webinar is valid for 1 hour of training.
  • The award-winning Strategic Europe Quality Fund
    The award-winning Strategic Europe Quality Fund
    Eric Sturdza Investments Recorded: May 26 2020 1 min
    Investing in European Quality Growth? Discover the award-winning Strategic Europe Quality Fund. A valuation driven investment approach aiming to buy high-quality businesses at discounted prices. Quality being defined as companies which are market leaders, benefit from long-term structural growth, have high margins and low capital intensity. The Fund has a structural bias towards consumer, healthcare, IT and generally avoids high cost of capital sectors such as insurers, utilities and the oil and gas majors. More information > http://esi.fund/?MTM4NDg
    #EuropeanEquities #ActiveManagement #InvestmentManagement
  • Motores económicos y acciones de calidad
    Motores económicos y acciones de calidad
    Sasha Evers, Director General de BNY Mellon Investment Management para Iberia y LATAM Recorded: May 26 2020 51 mins
    España 16:00h PM // Perú, Colombia, México 09:00h // Chile, Miami 10:00h // Argentina, Uruguay 11:00h
    BNY Mellon Investment Management se complace en invitarles a la conferencia web en la que Sasha Evers, Director General de BNY Mellon Investment Management para Iberia, hará un repaso a la situación de los mercados y hablará de las oportunidades de inversión en los mercados de Renta Variable Global.
  • Climate Change - what's the impact of coronavirus
    Climate Change - what's the impact of coronavirus
    Amanda Young, Global Head of Responsible Investment Recorded: May 26 2020 43 mins
    Join us for episode 10 of our live Coronavirus webinars where we focus on Climate Change. Our panel of experts will look at the impact the coronavirus has had on the climate agenda and global emissions, specifically the longer term implications for certain industries and where we may see a ‘green recovery’ on the horizon. You will have the opportunity to ask questions of our panel of experts.

    Amanda Young, Global Head of Responsible Investment
    Stephanie Kelly, Senior Political Economist
    Eva Cairns, Senior ESG Investment Analyst – Climate Change
  • The Sturdza Family Fund – An Introduction
    The Sturdza Family Fund – An Introduction
    Eric Sturdza, Constantin Sturdza Recorded: May 26 2020 10 mins
    The video provides an introduction to the Sturdza Family Fund by the Portfolio Managers, Eric and Constantin Sturdza.

    Eric and Constantin Sturdza, portfolio managers of the Sturdza Family Fund discuss the following topics in this interview:
    • Sturdza Family Fund: An introduction.
    • Historical observations about investing.
    • Three challenges of investing over the long-term.
    • Best attempt to solve the challenges.
    • For who and why was the Sturdza Family Fund created?
    • How do you preserve your investment over long-term.
    • Why does the Fund offer investors peace of mind?
    • What type of investor is the Fund suitable for?

    Require further information about the Sturdza Family Fund? Please contact:

    Adam Turberville
    Head of Marketing & Client Relations
    +44 1481 742380
    a.turberville@ericsturdza.com
  • WisdomTree Short & Leveraged Insights Webinar Series (Webinar 2)
    WisdomTree Short & Leveraged Insights Webinar Series (Webinar 2)
    Mobeen Tahir, CFA, Associate Director, Research, WisdomTre and Antonio Sidoti, Head of Southern Europe, WisdomTree Recorded: May 26 2020 29 mins
    We are delighted to introduce a brand new series of bi-monthly webinars, where our in-house experts will explore a wide range of subjects relevant to investing in short & leveraged products.

    Each 30 minute webinar will cover the key developments in global markets, important upcoming events likely to impact markets, key flows by asset class as well as providing educational content.

    The second webinar covers the following:
    • Macro overview: Key market movements and their drivers from the last two weeks
    • Looking ahead: Upcoming events likely to impact markets and the asset classes to keep an eye on
    • S&L flows: Key flows by asset class for the WisdomTree short and leveraged range
    • S&L education: What the ETPs actually track
  • Global Markets Outlook and Equity Opportunities with Rob Secker
    Global Markets Outlook and Equity Opportunities with Rob Secker
    Robert Secker Recorded: May 21 2020 53 mins
    Rob Secker, Investment Director, will provide an update on global markets and talk on the opportunities we are currently seeing in the Equities market.
  • Actualización de estrategias de inversión de Carmignac
    Actualización de estrategias de inversión de Carmignac
    Ignacio Lana, Head of Country Spain & Portugal May 29 2020 7:30 am UTC 30 mins
    Durante los últimos dos meses, hemos estado compartiendo nuestra visión de mercado todas las semanas, para así poder acompañarle en este período tan particular. Creemos que es importante continuar actualizándole sobre nuestro análisis de la situación y estrategias de inversión implementadas en nuestros principales fondos.
  • Aggiornamento sulla Strategia di Investimento Carmignac
    Aggiornamento sulla Strategia di Investimento Carmignac
    Zaccaria Al Jundi, Business Development Manager May 29 2020 9:00 am UTC 30 mins
    Negli ultimi due mesi abbiamo fornito i nostri approfondimenti settimanali sul mercato per accompagnarvi in questo periodo molto particolare. Riteniamo importante continuare a fornire la nostra analisi della situazione e della strategia di investimento attuata nei nostri principali fondi.
  • Xtrackers Capital Markets Monthly Update
    Xtrackers Capital Markets Monthly Update
    Bhaven Patel & Jamie Hartley, DWS May 29 2020 10:00 am UTC 15 mins
    With current market volatility and macroeconomic challenges, ETFs continue to be a key instrument in providing transparency, liquidity and efficiency.

    To capture this, the Xtrackers Capital Markets team will be hosting short monthly update calls discussing the current trading environment, flows, spreads and liquidity within ETFs across all asset classes.
  • Carmignac Investment Update (auf Deutsch)
    Carmignac Investment Update (auf Deutsch)
    Gergely Majoros, Member of the Investment Committee May 29 2020 1:00 pm UTC 30 mins
    In den letzten zwei Monaten haben wir unsere wöchentlichen Markteinblicke geteilt, um Sie in dieser Ausnahmesituation zu begleiten. Es ist uns ein Anliegen, Sie auch weiterhin über unsere Analyse der Situation und die Umsetzung der Anlagestrategie in unseren Hauptfonds auf dem Laufenden zu halten.
  • Protecting workers’ rights through the COVID-19 crisis
    Protecting workers’ rights through the COVID-19 crisis
    The PRI, BMO Global Asset Management and MFS Investment Management Jun 1 2020 3:00 pm UTC 60 mins
    The COVID-19 crisis has disrupted the lives of workers across sectors and geographies. It has put an emphasis on the vulnerability and precariousness of the employment status of some workers and has also exposed, in many cases, the lack of adequate safeguards necessary to protect workers and their rights in times of crisis. During this webinar, we will explore the range of risks different categories of workers have been exposed since the beginning of the pandemic and address how investors can contribute to ensuring jobs, workers and their rights are protected and respected in the midst of the crisis. We will also discuss how these considerations might help anticipate longer-term risks, inform and help shape investor action around job and workers’ protection for the long-term recovery.

    Speakers include:
    Nina Roth, Director, Responsible Investment, BMO Global Asset Management
    Rob Wilson, Research Analyst, MFS Investment Management
    Moderated by: Nabylah Abo Dehman, Manager, Social Issues, PRI
  • Smart Investing - China Insight & Investment Solutions
    Smart Investing - China Insight & Investment Solutions
    Shuang Cai – President, China Post Global Jun 2 2020 9:00 am UTC 60 mins
    Shuang Cai - President, China Post Global provides insight on the China markets and discusses smart beta investment solutions.
  • Defensive assets: Offence wins games but Defence wins championships
    Defensive assets: Offence wins games but Defence wins championships
    Pierre Debru, Director, Research, WisdomTree and Christopher Gannatti, CFA, Head of Research, Europe, WisdomTree Jun 2 2020 9:00 am UTC 60 mins
    Covid-19 has put a break on the world economy, with most countries showing extreme contractions in the first quarter of 2020. The situation for the rest of the year remains highly uncertain with economists debating the shape of the recovery. In such uncertain times, the investors’ objective should be to build versatile portfolios that can adapt to quickly changing market conditions and can resist unexpected events. In other words, all weather-portfolios that while behaving defensively can also participate in market rallies.

    Join this webinar where Pierre Debru, Director, Research, WisdomTree and Christopher Gannatti, CFA, Head of Research, Europe, WisdomTree will shed some light on which assets could be best suited for an uncertain environment. The webinar will conclude with a live Q&A session.

    This webinar will focus on:
    o Macro Review of environment with focus on uncertainty
    o Introduction of Framework that focuses on versatile assets best suited for uncertainty
    o Asset by Asset Class Review of those Versatile Assets
    o Portfolio Examples
  • Asian and Emerging Market Debt – challenges and opportunities
    Asian and Emerging Market Debt – challenges and opportunities
    Jeremy Lawson, Chief Economist Jun 2 2020 9:15 am UTC 45 mins
    Join us for episode 11 of our live Coronavirus webinars on Emerging Market and Asian debt. During this session our experts will share their thoughts on the challenges and opportunities in these debt markets following the COVID-19 sell-off.
    You will have the opportunity to ask questions to our panel.

    Jeremy Lawson, Chief Economist
    Brett Diment, Global Head of Emerging Market Debt
    Adam McCabe, Head of Fixed Income, Asia and Australia

    We look forward to an interesting discussion and to addressing your questions and concerns
  • Refonte du reporting PRI – actualités et questions/réponses
    Refonte du reporting PRI – actualités et questions/réponses
    Marie Luchet et Ben Leblique, PRI Jun 2 2020 1:30 pm UTC 90 mins
    Dans le cadre de notre plan d'action (Blueprint for responsible investment ), nous nous sommes engagés à passer en revue notre reporting. Cette consultation vise à ce que l'exercice de reporting et d'évaluation des PRI reste en phase avec ses objectifs, pertinent face à l'évolution des pratiques d'investissement responsable, et soit utile aux signataires comme au marché de l'investissement responsable dans son ensemble.

    La refonte du reporting PRI a commencé par une première phase de consultation en 2019. Les signataires ont ensuite eu la possibilité de commenter la proposition de ce à quoi pourrait ressembler le nouveau cadre de reporting et d'évaluation des PRI. Cette proposition était largement basée sur les commentaires des signataires recus lors de la première phase de consultation, avec la supervision du conseil d'administration des PRI et le soutien du comité consultatif Reporting et Evaluation.

    Dans ce contexte, nous vous invitons à participer à cette webconférence pour en savoir plus sur l'évolution du reporting PRI. Vous aurez l’opportunité de donner votre avis et poser des questions via des sondages en direct et une session de questions / réponses.

    Cette webconférence:
    - présentera les dernières actualités de la refonte du reporting PRI (notamment les détails sur le nouveau modèle Core / Plus);
    - présentera les résultats de la deuxième phase de consultation
    - testera les nouvelles propositions via des sondages en direct; et
    - répondra à toutes les questions des participations sur l'élaboration du nouveau reporting PRI
  • Coronavirus: life after lockdown – what’s next for the global economy?
    Coronavirus: life after lockdown – what’s next for the global economy?
    Christopher Lees, James Syme & Giorgio Caputo Jun 2 2020 2:00 pm UTC 90 mins
    We invite you to join us for a live webinar with our Global and Emerging Markets Fund Managers as they give an update on how they are positioning their portfolios to navigate the next stage of the Covid-19 crisis.
  • DWS Trend Talks: Disruptive Thematics
    DWS Trend Talks: Disruptive Thematics
    Marcus Poppe, Lars Gedlich, Frederic Fayolle and Martin Caspary Jun 3 2020 9:00 am UTC 60 mins
    In this DWS Trend Talks, we will review the market outlook of two of the sectors called to lead the next decade: Artificial Intelligence and Technology applied to the Industrial sector.

    During the call we will review the behavior and positioning of the following strategies with their fund management team:


    _DWS Invest Smart Industrial Technologies
    Marcus Poppe, DWS Senior portfolio manager and Head of Industrials.
    Lars Gedlich, DWS Product Specialist Global Equities.

    _DWS Invest Artificial Intelligence
    Frederic Fayolle; Senior equity portfolio manager and analyst for the technology team.
    Martin Caspary, DWS Product Specialist Global Equities
  • EU Action Plan Spring Series #3: Risks and opportunities of the EU Green Deal
    EU Action Plan Spring Series #3: Risks and opportunities of the EU Green Deal
    Responsible Investor Jun 3 2020 1:00 pm UTC 60 mins
    Responsible Investor is proud to present a new webinar series dedicated to the investment implications of the European Commission’s Sustainable Finance Action Plan. The webinar series is intended to fill the knowledge gap in financial markets with updates about the Action Plan and the European Green Deal proposed in the late 2019. Through the series of three webinars, Responsible Investor will look at the practical implications for investors and examine how green/sustainable finance policy in Europe will impact decision-making of global investors.

    At the end of 2019, the EU announced its commitment to sustainable finance with the Green Deal which significantly widened the scope of the Action Plan to include the circular economy, biodiversity, deforestation and more. This third webinar of the RI EU Action Plan webinar series will look at the policy, risk and return implications of the Green Deal, and discuss how responsible investors can seize the opportunities.

    Moderator: Hugh Wheelan, Co-Founder and Joint Managing Director, Responsible Investor
  • EU Commission update: Renewed Sustainable Finance Strategy and Green Recovery
    EU Commission update: Renewed Sustainable Finance Strategy and Green Recovery
    PRI & European Commission Jun 3 2020 1:30 pm UTC 60 mins
    The European Green Deal and the economic recovery from COVID-19 will both require substantial public and private finance. Building from the 2018 Action Plan on Financing Sustainable Growth, the renewed Sustainable Finance Strategy will seek additional reforms to align the financial system with the EU’s sustainability goals. This webinar will provide an update on the Commission’s open consultation, ongoing sustainable finance work programme and ongoing discussions on aligning the EU recovery programme with the principles of the Green Deal.

    Speakers:
    Alyssa Heath, Head of EU & UK Policy, PRI
    Martin Spolc, Head of Unit, Sustainable Finance, European Commission
  • A New Market Regime: Opportunity for Investing in Durable U.S. Small-cap Stocks
    A New Market Regime: Opportunity for Investing in Durable U.S. Small-cap Stocks
    Matt McGeary, Eagle Asset Management; Jason Wulff, Eagle Asset Management, Nick Fitzpatrick, Funds Europe Jun 3 2020 2:00 pm UTC 45 mins
    Join us on 3rd of June, when Matt McGeary, CFA, and Jason Wulff, CFA, Portfolio Managers from Eagle Asset Management, an affiliate of Carillon Tower Advisers, will present, “A new market regime: Opportunity for investing in durable US small caps.”

    Their discussion will focus on:
    • The opportunity of small caps – accelerating innovation and demographic changes may reward companies that can nimbly adapt and exploit their intellectual capital
    • The evolution of the small cap universe – with the increase in the number of non-earners, the rise of passive investing and algorithmic trading – it is more evident to find companies with durable franchises.
    • With the rush to add liquidity to the market at each downturn and increasing influence from policy makers and politicians, employing a disciplined process may help to avoid unintentional outcomes and drive positive outcomes
  • Looking beyond lockdown: Implications for the private client industry
    Looking beyond lockdown: Implications for the private client industry
    Grant Barbour Jun 4 2020 9:00 am UTC 60 mins
    Grant Barbour - Ocorian (moderator)
    Nancy Chien, Bedell Cristin
    Alan Hooks, Julius Baer
    Jonathan Burt, Harbottle & Lewis LLP
  • The impact of COVID-19 on Emerging Markets – three investment perspectives
    The impact of COVID-19 on Emerging Markets – three investment perspectives
    Charles Robertson (Renaissance Capital), Marcus Svedberg (AP4), Jacob Grapengiesser & Karine Hirn (East Capital) Jun 4 2020 9:00 am UTC 45 mins
    Welcome to a webinar where we will be discussing investments in Emerging Markets in the midst of the COVID-19 pandemic. Join the conversation with an economist, an asset owner and an active investment manager who will share how they address the current situation and which opportunities they see.

    The panel will be moderated by Hong-Kong based Karine Hirn, Partner at East Capital, and consist of three seasoned speakers:
    • Charles Robertson, Global Chief Economist, Renaissance Capital
    • Marcus Svedberg, Investment strategist, Fourth Swedish National Pension Fund
    • Jacob Grapengiesser, Deputy CIO, East Capital
  • DWS ESG TALKS - REAL ESTATE AND ESG IN A POST-COVID-19 WORLD
    DWS ESG TALKS - REAL ESTATE AND ESG IN A POST-COVID-19 WORLD
    Jessica Elengical, Jessica Hardman & Michael Lewis, DWS Jun 4 2020 11:00 am UTC 45 mins
    Please join us every week for our 'DWS ESG TALKS' webinar series where Michael Lewis, Head of ESG Thematic Research, will be discussing the current issues impacting ESG. He will be joined by DWS ESG experts across the platform incorporating all asset classes and business lines.

    On Thursday 4th June, Michael will be joined by Jessica Elengical Head of ESG Strategy, Alternatives and Jessica Hardman Head of UK Group - Real Estate. Together they will discuss why real estate is one of the most important asset classes when it comes to ESG and how covid-19 will impact the outlook for the sector.

    Agenda:
    _Health and wellness in real estate: the evolving landscape pre and post-COVID
    _Smart buildings: Connectivity, sensors, and meters to manage through the pandemic
    _A path to net zero carbon: The continued focus on climate goals in the wake of the crisis
    _Post-COVID ESG consideration for Real Estate Portfolio strategy

    Speakers:
    _ Jessica Elengical, Head of ESG Strategy, Alternatives , DWS
    _ Jessica Hardman, Head of Portfolio Management, UK Real Estate Group
    _ Michael Lewis, Head of ESG Thematic Research, DWS
  • [Sector focus special] The impact of Covid-19: Healthcare
    [Sector focus special] The impact of Covid-19: Healthcare
    John Bowler Jun 4 2020 2:00 pm UTC 60 mins
    Spanning from Energy to Healthcare to Financials, Schroders’ experts will offer their insight into how they see the crisis shaping their medium-term view and reveal what opportunities they see on the horizon.

    In this edition, we focus on the Healthcare sector with John Bowler, Fund Manager and Healthcare Global Sector Specialist at Schroders.

    You will have the opportunity to have your questions answered by the speakers live.
  • Mid-year outlook: Emerging from the depths (8 June)
    Mid-year outlook: Emerging from the depths (8 June)
    Aine Laverty Jun 8 2020 8:30 am UTC 90 mins
    As the world tentatively emerges from Covid-19 lockdown, we start to look to the future. There are many questions to answer: what will be the economic fallout from the crisis? What are the pandemic’s inflationary consequences? Will the crisis strengthen or weaken countries’ willingness to work together? Is this the final nail in the coffin for globalisation? And what does all this mean for investors?

    Please join us for our mid-year events, where our panel experts will address these questions and more.

    Agenda:
    • Macro outlook - Senior Political Economist
    • Why China and why China A? - Donald Amstad, COO – APAC Distribution & Head of Investment Specialists – APAC
    • Where next for European equities? - Ben Ritchie, Head of European Equities
    • EMD outlook - Brett Diment, Head of Global Emerging Market Debt
  • Investing in innovation and blue nature: A World Oceans Day webinar
    Investing in innovation and blue nature: A World Oceans Day webinar
    Responsible Investor in partnership with Credit Suisse and Ocean Unite Jun 8 2020 2:00 pm UTC 90 mins
    In recognition of UN World Oceans Day 2020, we are delighted to invite you to join us for a webinar ‘Investing in innovation and blue nature’. The webinar, co-hosted by Credit Suisse, Ocean Unite, Responsible Investor and the EU Commissioner for Environment, Oceans and Fisheries will explore the initiatives supporting the ambition of protecting 30% of the Ocean by 2030. Themes discussed will include: the science behind regenerating marine biodiversity, how to reduce financial risk from degrading ocean health and build resilience to change, and the critical involvement of the financial and investor communities to achieve results.

    Keynote:

    Virginijus Sinkevicius - EU Commissioner for Environment, Oceans
    and Fisheries

    Speakers:

    Marisa Drew - Chief Executive Officer, Impact Advisory and
    Finance (IAF) Department, Credit Suisse

    Prof. Callum Roberts - Professor of Marine Conservation,
    University of York

    Karen Sack - ORRAA Co-Director, President and CEO
    Ocean Unite

    Facilitated by: Dennis Fritsch - Researcher, Responsible Investor
  • Mid-year outlook: Emerging from the depths (9 June)
    Mid-year outlook: Emerging from the depths (9 June)
    Aine Laverty Jun 9 2020 8:30 am UTC 90 mins
    As the world tentatively emerges from Covid-19 lockdown, we start to look to the future. There are many questions to answer: what will be the economic fallout from the crisis? What are the pandemic’s inflationary consequences? Will the crisis strengthen or weaken countries’ willingness to work together? Is this the final nail in the coffin for globalisation? And what does all this mean for investors?

    Please join us for our mid-year events, where our panel experts will address these questions and more.

    Agenda:
    • Macro outlook - Stephanie Kelly, Senior Political Economist
    • Where next for Real Estate? - Anne Breen, Head of Investment Strategy
    • Outlook on Infrastructure - Roger Pim, Senior Investment Director)
    • Why ESG is now more important than ever - Amanda Young, Global Head of Responsible Investment
  • UK Equity Income: Investment Considerations & Dividend Scenarios
    UK Equity Income: Investment Considerations & Dividend Scenarios
    Colin Morton, Manager, Franklin UK Equity Income Fund Jun 9 2020 10:00 am UTC 45 mins
    Please join Colin Morton, manager of the Franklin UK Equity Income Fund, who will share his investment outlook and detail how he is positioning his portfolios in the current environment. Colin’s presentation will be tailored for professional fund buyers and will cover the key themes and stock ideas that are central to his thinking;
    •Key themes driving performance
    •Recent portfolio changes
    •Outlook and positioning
  • Modern China: Financial Cooperation for Solving Sustainability Challenges
    Modern China: Financial Cooperation for Solving Sustainability Challenges
    Cary Krosinsky, Real Impact Tracker and Ben Yeoh, RBC Global Asset Management (UK) Limited Jun 9 2020 3:00 pm UTC 75 mins
    Please join Cary Krosinsky, co-founder of Real Impact Tracker, and Lecturer at Yale University, in conversation with Ben Yeoh, Senior Portfolio Manager, RBC Global Equity, as they discuss Cary's new book Modern China: Financial Co-operation for Solving Sustainability Challenges. The book is an on-the-ground perspective of what’s really happening in China today; the country’s recent growing economy, its desire and need to solve environmental challenges and the new positive dynamic created by its need for foreign capital.