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European Investors

  • A European Green Bond Standard
    A European Green Bond Standard
    Responsible Investor Recorded: Oct 23 2019 30 mins
    The latest developments on the EU Action Plan: Part 2

    This summer, the EU’s Technical Expert Group on Sustainable Finance (TEG) gathered market feedback on its plans for a green taxonomy, green bond standards and low-carbon benchmarks.
    To discuss the response and provide an update on the three initiatives – as well as the other parts of the Action Plan – RI will be joined by leaders from the TEG and the European Commission for a four-part webinar series.

    Aila Aho, an Executive Advisor on Sustainability at Nordea, and TEG’s green bond rapporteur, will discuss progress on the potential European GBS and what comes next. She’ll talk about the role of transition bonds in the standard, potential legislation and how the EU’s work fits in with existing green bond initiatives.

    We encourage you to submit questions in advance, by emailing sophie@responsible-investor.com. Questions can be asked anonymously, if requested.
  • The EU Taxonomy
    The EU Taxonomy
    Responsible Investor Recorded: Oct 22 2019 45 mins
    The latest developments on the EU Action Plan: Part 1

    This summer, the EU’s Technical Expert Group on Sustainable Finance (TEG) gathered market feedback on its plans for a green taxonomy, green bond standards and low-carbon benchmarks.
    To discuss the response and provide an update on the three initiatives – as well as the other parts of the Action Plan – RI will be joined by leaders from the TEG and the European Commission for a four-part webinar series.

    Nathan Fabian, Chief Responsible Investment Officer at the PRI and Chair of the Technical Expert Group on Sustainable Finance, will kick off the series with an update on the state-of-play for the green taxonomy. He’ll be discussing key take-aways from the public consultation and the latest in the ongoing political negotiations that run parallel to the TEG’s work.

    We encourage you to submit questions in advance, by emailing sophie@responsible-investor.com. Questions can be asked anonymously, if requested.
  • BPI Alternative Fund - Iberian Equities Long-short 3rd Quarter 2019
    BPI Alternative Fund - Iberian Equities Long-short 3rd Quarter 2019
    Paulo Freire Oliveira Recorded: Oct 21 2019 37 mins
    BPI Alternative Fund is a long/short equity fund that invests in listed Portuguese and Spanish shares or equity linked instruments.
  • The financial materiality of ESG factors for fixed income investors
    The financial materiality of ESG factors for fixed income investors
    PRI, SASB, PineBridge Investments and Breckinridge Capital Advisors Recorded: Oct 16 2019 63 mins
    The PRI will host this webinar jointly with the Sustainable Accounting Standards Board (SASB) to help fixed income investors appreciate the financial materiality of ESG factors in bond valuations and credit risk.

    Carmen Nuzzo, Head of Fixed Income, PRI
    Gail Glazerman, Sector Analyst, SASB
    Alessia Falsarone, Head of Sustainable Investing, Fixed Income, PineBridge Investments
    Robert Fernandez, CFA, Director of ESG Research, Breckinridge Capital Advisors
  • Asia – Looking Beyond Macro Uncertainties
    Asia – Looking Beyond Macro Uncertainties
    Eric Moffett Recorded: Oct 16 2019 41 mins
    With US-China trade tensions and fears over China’s economic slowdown continuing to cloud the near-term outlook, where can investors in Asia turn to and what do these significant headwinds mean for the region’s longer-term prospects?
    In this webinar, Portfolio Manager Eric Moffett will discuss his perspectives on the Asia region, its unique challenges and highlight how finding quality, growth-compounding businesses can help deliver more consistent returns and mitigate heightened market volatility across the cycle.
    Please join us for this live event on Wednesday 16 October at 10:00 BST / 11:00 CET, during which you will be able to put your questions directly to Eric.
  • WebConference: a proposito delle soluzioni obbligazionarie di qualità
    WebConference: a proposito delle soluzioni obbligazionarie di qualità
    Teresa Gioffreda Recorded: Oct 15 2019 34 mins
    Collegati all'appuntamento mensile di UBS Asset Management
  • Global Equities update with Dr. Ian Heslop & Justin Wells - Q3 2019 PM
    Global Equities update with Dr. Ian Heslop & Justin Wells - Q3 2019 PM
    Dr. Ian Heslop and Justin Wells Recorded: Oct 10 2019 29 mins
    Please join Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, for their quarterly review update call. They will update you on the global equities team’s latest market analysis, and share with you their assessment of recent changes in investor sentiment and risk appetite.

    They will review the performance of the strategies managed by the global equities team, explain how they are positioned in the current market environment, and as always will be happy to take your questions.

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    006633132499 - Japan Toll Free
    00801 126875 - Taiwan Toll Free
    800 120 4789 - Singapore Toll Free
    001 800 44 2132 - Thailand Toll Free
    1 800 813 207 - Malaysia Toll Free
    00 308 13 1807 - South Korea Toll Free
    800 900 476 - Hong Kong Toll Free

    Password: 68652
  • Global Equities update with Dr. Ian Heslop and Justin Wells - Q3 2019 AM
    Global Equities update with Dr. Ian Heslop and Justin Wells - Q3 2019 AM
    Dr. Ian Heslop and Justin Wells Recorded: Oct 10 2019 30 mins
    Please join Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, for their quarterly review update call. They will update you on the global equities team’s latest market analysis, and share with you their assessment of recent changes in investor sentiment and risk appetite.

    They will review the performance of the strategies managed by the global equities team, explain how they are positioned in the current market environment, and as always will be happy to take your questions.

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    006633132499 - Japan Toll Free
    00801 126875 - Taiwan Toll Free
    800 120 4789 - Singapore Toll Free
    001 800 44 2132 - Thailand Toll Free
    1 800 813 207 - Malaysia Toll Free
    00 308 13 1807 - South Korea Toll Free
    800 900 476 - Hong Kong Toll Free

    Password: 68652
  • Sustainable Investing: Tools to spot the different shades of green
    Sustainable Investing: Tools to spot the different shades of green
    Triodos Investment Management | Andrea Palmer & Wouter van Maanen Recorded: Oct 4 2019 28 mins
    With the rise of sustainable investing, a spectrum has emerged. We call this the 50 shades of green.

    Triodos IM sustainable investment experts, Wouter van Maanen, Investor Relations Manager, and Andrea Palmer, Product Specialist, will shed light onto the most widely used sustainable investment strategies and dive into the key characteristics that make them each unique. They will explore ESG integration, best-in-class, negative exclusions, and impact investing. This webinar will equip you with the tools to identify the different ‘shades of green’ and to assess which of these strategies best fit your beliefs, needs, and ambitions.
  • Factors in Fixed Income - First Trust Global Rates & Currency Strategy Research
    Factors in Fixed Income - First Trust Global Rates & Currency Strategy Research
    Leonardo Da Costa (Director & Portfolio Manager) and Anthony Beevers (Portfolio Manager) Recorded: Oct 3 2019 47 mins
    In recent times, global interest rate markets have endured heightened volatility while certain yields across the global fixed income universe have turned negative. On this webinar, two of First Trust’s fixed income portfolio managers will discuss the opportunity set through a fixed income factor lens, as well as the attractiveness of individual country yield curves and currencies based on objective investment factors.

    Key Discussion Points:

    •Define carry, value and momentum factors impacting currencies and yield curves
    •Evidence the effectiveness of these factors
    •Apply these factors to real life examples
  • Trade wars, currency wars: are you prepared?
    Trade wars, currency wars: are you prepared?
    Momtchil Pojarliev, Head of Currencies Recorded: Oct 2 2019 27 mins
    Trade wars and currency wars have created a large amount of volatility in both the stocks and bond markets over the past months. How should investors prepare their portfolios to deal with geopolitical uncertainty and volatility?

    Join us for this 30 min webcast with Momtchil Pojarliev, Head of Currencies at BNP Paribas Asset Management.
  • Conviction in UK Mid Cap: the market cap sweet spot for UK equities
    Conviction in UK Mid Cap: the market cap sweet spot for UK equities
    David Moss, Matthew Parker Recorded: Oct 2 2019 30 mins
    The Mid Cap asset class has been a long-term outperformer; underpinned through a nimbleness to grow but with established leading positions in industry niches. We expect this combination to support continued outperformance, offering investors the best prospects for future value creation.

    David Moss and Matthew Parker, Portfolio Managers for the UK equity team will discuss how we differentiate versus peers through our core Mid Cap offering.
  • ESG Integration in Sovereign Debt: Emerging and Developed Markets #2
    ESG Integration in Sovereign Debt: Emerging and Developed Markets #2
    PRI, BlueBay Asset Management, RobecoSAM, Emerging Markets Investors Alliance Recorded: Sep 26 2019 64 mins
    Join the PRI, BlueBay Asset Management, RobecoSAM and Emerging Markets Investors Alliance for a webinar on 19 September and on 26 September to hear about the findings of our new report, A Practical Guide to ESG Integration in Sovereign Debt. Investors are formalising approaches to systematic ESG integration across all asset classes – and sovereign debt is no exception. This new guide captures recent progress, provides guidance on assessing and integrating ESG factors at the research, security, and portfolio levels, and outlines areas where further progress is required.

    Speakers include investors who are actively considering ESG factors in sovereign debt analysis, as well as important stakeholders providing valuable data and additional insight to the ESG integration process.

    Graham Stock, EM Senior Sovereign Strategist, BlueBay Asset Management
    Max Schieler, Executive Director, Senior SI Country Analyst, RobecoSAM
    Fergus McCormick, Director of Sovereign Research, Emerging Markets Investors, Alliance
  • Yield Book Analytics Webinar – what’s new for the liquidity ratio metrics?
    Yield Book Analytics Webinar – what’s new for the liquidity ratio metrics?
    Mikhail Bezroukov, Analytics Product Specialist Recorded: Sep 25 2019 49 mins
    The Yield Book is offering a new Liquidity Ratio metric that is able to incorporate both traded price and volume informationm, as well as adjust for yield curve and sector-wide movements. The suite of liquidity metrics is calculated daily and made available through multiple delivery channels, including the Yield Book, Add-In, and API for USD-denominated bonds. Historical data is available for a 5-year period, which allows backfill of significant datasets to create an internal golden source for liquidity calculation as well as backtest historical portfolio liquidity.The webinar will take a closer look at liquidity metrics and transaction-level approaches to liquidity ratio analytics within fixed income markets.

    The Webinar will cover:
    - The measure produces intuitive results allowing for comparison across bonds and market
    - Scalable measure that can be extended to global fixed income markets, beginning with coverage of the US corporate bond universe
    - Innovative approaches to infer a liquidity score for bonds that do not have observed trades

    Our live webinar will be hosted by Mikhail Bezroukov, Analytics Product Specialist.
  • Frontier markets: Accessing growth while limiting risk
    Frontier markets: Accessing growth while limiting risk
    Emre Akcakmak, Portfolio Advisor, East Capital Recorded: Sep 25 2019 31 mins
    Mention frontier markets to the average investor, and listen for a sharp intake of breath and woe betide warnings of extreme risk. Here’s the point they’re missing: annual volatility has been consistently lower across the frontier than in emerging or developed markets, and with lower correlation to global shocks.
    East Capital Portfolio Advisor Emre Akcakmak scours the world for the most compelling investment opportunities in the first of a series of webinar interviews with emerging markets author and journalist Gavin Serkin.
    Register to find out more and pose your questions.
  • DBRS Webinar: Reaching a Peak – Trends in Global House Prices
    DBRS Webinar: Reaching a Peak – Trends in Global House Prices
    Gordon Kerr, Senior Vice President and Head of European Structured Finance Research, and Ketan Thaker, Senior Vice President, Recorded: Sep 24 2019 33 mins
    DBRS Ratings Limited (DBRS) invites you to attend a webinar updating you on the trends in global house prices on 24 September 2019 at 3 p.m. BST/4 p.m. CEST/10 a.m. EDT. The webinar will be hosted by Gordon Kerr, Senior Vice President and Head of European Structured Finance Research, and Ketan Thaker, Senior Vice President, Head of European RMBS & Covered Bonds, in London.

    The discussion will focus on the drivers for real house price growth globally, as it appears to be reaching a peak. Real house price growth is losing momentum, and the drivers for further growth are diminishing. Ketan and Gordon will discuss various global market performances, their macro drivers and the way that DBRS incorporates house prices into its analysis of residential mortgage-backed securities and covered bonds.

    The discussion will last approximately 25 to 30 minutes and will be followed by an interactive question-and-answer session. DBRS welcomes all who wish to participate.
  • ESG Integration into Manager Selection & Monitoring
    ESG Integration into Manager Selection & Monitoring
    Responsible Investor & Style Analytics Recorded: Sep 23 2019 63 mins
    Join us on 23 September at 4pm BST as we explore the topic of ESG integration in manager selection and monitoring. The webinar will feature industry experts from Aon and the San Francisco Employee’s Retirement System (SFERS).

    As the effects of climate change shape our world, investors are coming under increasing pressure to integrate ESG into their processes. For asset owners who rely on external managers, it is vital to be able to understand and monitor the integration process. For those selecting funds on behalf of their clients, it is important to validate how ESG is being incorporated and if it is being done on a consistent basis.

    Responsible Investor and Style Analytics are holding this webinar to discuss real examples of ESG integration, including a review of the key challenges faced and lessons learned from a public pension fund.

    The speakers will also explore how ESG approaches differ between the US and the UK, the tools and practices developed to select and monitor fund managers, and how the industry can look at ESG alongside other traditional factors.

    They will answer live audience questions at the end of the webinar.

    Speakers:
    Andrew Collins, Director of ESG & Responsible Investing, City and County of San Francisco Retirement System
    Tim Manuel, UK Head of Responsible Investment, Aon
    Bernie Nelson, President of Style Analytics North America


    Moderator:
    Tony Hay, Publisher, Responsible Investor
  • WebConference: aggiormamento mensile per Wealth Management
    WebConference: aggiormamento mensile per Wealth Management
    Teresa Gioffreda Recorded: Sep 23 2019 33 mins
    Ascolta l'aggiornamento mensile.
  • Can gold and silver's shine endure?
    Can gold and silver's shine endure?
    Ned Naylor-Leyland Recorded: Sep 20 2019 29 mins
    With central banks seemingly removing rate hikes from this year’s playbook, the current macroeconomic environment is highly supportive of gold and silver which, as inflation-busting assets, perform well during times of traditional currency weakness.

    Please join Ned Naylor-Leyland for a live webcast, as he explains why now is the time for investors to pay close attention to silver, the broader attraction of gold, and why all eyes should be on real rates.

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    006633132499 - Japan Toll Free
    00801 126875 - Taiwan Toll Free
    800 120 4789 - Singapore Toll Free
    001 800 44 2132 - Thailand Toll Free
    1 800 813 207 - Malaysia Toll Free
    00 308 13 1807 - South Korea Toll Free
    800 900 476 - Hong Kong Toll Free

    Password: 68518
  • ESG Integration in Sovereign Debt: Emerging and Developed Markets #1
    ESG Integration in Sovereign Debt: Emerging and Developed Markets #1
    PRI, MN, Insight Investment, Social Progress Imperative Recorded: Sep 19 2019 65 mins
    Join the PRI, MN, Insight Investment and Social Progress Imperative for a webinar on 19 September and on 26 September to hear about the findings of our new report, A Practical Guide to ESG Integration in Sovereign Debt. Investors are formalising approaches to systematic ESG integration across all asset classes – and sovereign debt is no exception. This new guide captures recent progress, provides guidance on assessing and integrating ESG factors at the research, security, and portfolio levels, and outlines areas where further progress is required.

    Speakers include investors who are actively considering ESG factors in sovereign debt analysis, as well as important stakeholders providing valuable data and additional insight to the ESG integration process.

    Onursal Kilic, Lead Portfolio Manager, MN
    Joshua Kendall, Senior ESG Analyst, Insight Investment
    Michael Green, Chief Executive Officer, Social Progress Imperative
  • Low-carbon Benchmarks
    Low-carbon Benchmarks
    Responsible Investor Oct 24 2019 11:00 am UTC 30 mins
    The latest developments on the EU Action Plan: Part 3

    This summer, the EU’s Technical Expert Group on Sustainable Finance (TEG) gathered market feedback on its plans for a green taxonomy, green bond standards and low-carbon benchmarks.
    To discuss the response and provide an update on the three initiatives – as well as the other parts of the Action Plan – RI will be joined by leaders from the TEG and the European Commission for a four-part webinar series

    Dr Steffen Hoerter, Head of ESG at Allianz Global Investors and a TEG member, will update listeners on the two low-carbon benchmark proposals: integrating ESG disclosure into mainstream indices and creating a dedicated regulatory framework for low-carbon products. He’ll explain how the feedback from the consultation might influence the group’s final report.

    We encourage you to submit questions in advance, by emailing sophie@responsible-investor.com. Questions can be asked anonymously, if requested.
  • Trends in financial inclusion: Regional perspectives from a global investor
    Trends in financial inclusion: Regional perspectives from a global investor
    Triodos Investment Management | Regional experts and moderated by Dirk Elsen, Director Emerging Markets Oct 24 2019 12:00 pm UTC 45 mins
    Financial Inclusion: For What? is a call to action for our community to reexamine our goals and renew efforts to achieve them. During Financial Inclusion Week this year, October 21-25, 2019, Triodos Investment Management will host a webinar with top experts from Latin America, East and Southeast Asia, Eastern Europe, Caucasus and Central Asia, Africa & Middle East. During the webinar Dirk Elsen, Director Emerging Markets at Triodos Investment Management, together with regional experts will explore trends, developments, challenges, evolution and relevance of financial inclusion in different parts of the world. Expand your knowledge about financial inclusion, learn about the most prominent players in the field, ask questions, join the webinar!
  • BPI Africa - Highlights 3Q2019
    BPI Africa - Highlights 3Q2019
    Teresa Pinto Coelho Oct 24 2019 2:00 pm UTC 45 mins
    BPI Africa is an Equity fund that invests in companies with significant operations located in Africa, without any country or sector restrictions.
  • Chapter 1. Delving into risk
    Chapter 1. Delving into risk
    Dag Wetterwald & Jeremy Richardson Oct 24 2019 2:00 pm UTC 30 mins
    What is it?
    How big is it?
    Why is it relevant?
  • Action Plan Updates Beyond TEG
    Action Plan Updates Beyond TEG
    Responsible Investor Oct 25 2019 11:00 am UTC 45 mins
    The latest developments on the EU Action Plan: Part 4

    This summer, the EU’s Technical Expert Group on Sustainable Finance (TEG) gathered market feedback on its plans for a green taxonomy, green bond standards and low-carbon benchmarks.
    To discuss the response and provide an update on the three initiatives – as well as the other parts of the Action Plan – RI will be joined by leaders from the TEG and the European Commission for a four-part webinar series.

    The reports from TEG have taken centre stage over the summer, but there are lot of other moving parts in the EU Action Plan on Sustainable Finance. Martin Spolc, Head of the Sustainable Finance and Fintech unit in the European Commission's Directorate General for Financial Services (DG FISMA) oversees the Action Plan, and will provide an update on other important developments.

    We encourage you to submit questions in advance, by emailing sophie@responsible-investor.com. Questions can be asked anonymously, if requested.
  • BPI Iberia - Highlights 3Q2019
    BPI Iberia - Highlights 3Q2019
    Paulo Freire Oliveira Oct 29 2019 3:00 pm UTC 45 mins
    BPI Iberia invests in listed Portuguese and Spanish shares or equity linked instruments.
  • European Fund Sustainability Labels: Navigating the jungle
    European Fund Sustainability Labels: Navigating the jungle
    Triodos Investment Management | Guest Speakers and moderated by Andrea Palmer Oct 30 2019 10:00 am UTC 60 mins
    Join Triodos IM and guest speakers Sebastian Hognabba of the Nordic Swan Ecolabel, Roland Koelsch of the FNG-Siegel, and Nicolas Redon from Novethic, for a live webinar discussing the European fund labeling landscape.

    Why should investment managers label their financial products? How many funds are choosing to label? And who does this aim to serve and how?

    Several of the major European fund sustainability labeling bodies will introduce their system and present how they arrived at their criteria to serve the needs of their local markets. As a group, we will explore how labeling organisations engage with their stakeholders to set standards that balance expectations, while maintaining a high bar. We will also discuss the role of country or sub-regional level labels in the light of an upcoming European-wide fund labeling scheme introduced by the European Commission.
  • BPI Brasil - Highlights 3Q2019
    BPI Brasil - Highlights 3Q2019
    João Caro de Sousa Oct 31 2019 3:00 pm UTC 45 mins
    BPI Brasil is a long only Fund that invests in listed Brazilian equities and fixed income.
  • Halloween: Was it trick or treat?
    Halloween: Was it trick or treat?
    Yoram Lustig Nov 1 2019 10:00 am UTC 60 mins
    Join us on 1 November at 10:00am BST / 11:00am CET for our quarterly asset allocation webinar. Yoram Lustig, Head of Multi-Asset Solutions EMEA, will discuss key asset allocation themes and ideas to help you position your portfolios and have more actionable conversations with clients.

    The webinar is scheduled for the morning after the current Brexit deadline day, so Yoram can also address the immediate implications for investors and answer any questions you might have.
  • Chapter 2. Capturing alpha
    Chapter 2. Capturing alpha
    Jeremy Richardson & Dag Wetterwald Nov 7 2019 3:00 pm UTC 30 mins
    What is alpha?
    The importance of risk clarity
    Assessing risk combinations
  • Debating the Green New Deal as an investor roadmap for the Americas
    Debating the Green New Deal as an investor roadmap for the Americas
    Responsible Investor Nov 12 2019 4:00 pm UTC 60 mins
    As the FT noted in a recent editorial: “The depressing reality about climate change is that we could solve the problem, at manageable cost, but are failing to do so. This failure is due to a mixture of blindness and self-deception.” Could the Green New Deal be a wake up call for North American investors? Join us for a debate on how North American investors are assessing and responding to the ambitious scale of the GND and the global energy transition.

    The Green New Deal is full of implications for investors - the plan would require massive investments and the leveraging of new funding for communities affected by climate change; the repairing and upgrading of crumbling infrastructure to withstand extreme weather and ensuring all legislation related to infrastructure address climate change; and a shift in capital away from fossil fuels into renewable power sources; investment in new manufacturing and industrial capacity to spur growth; and the build out of distributed power grids to provide affordable electricity across the continent.

    This webinar will consider implications of the Green New Deal for North America’s largest investors, and the risks and opportunities of a strategic approach to climate finance at the continental scale.

    Speakers:
    Daniel Zarrilli, Director, OneNYC & Chief Climate Policy Advisor, NYC Office of the Mayor
    Tanya Müller García, former Secretary of Environment, Mexico City

    Moderator: Paul Verney, Journalist, Responsible Investor
  • WebConference: investire con gli ETF
    WebConference: investire con gli ETF
    ETF Team Italy Nov 13 2019 9:00 am UTC 45 mins
    Collegati all'appuntamento mensile.
  • The Huge Opportunity Being Overlooked in Emerging Markets
    The Huge Opportunity Being Overlooked in Emerging Markets
    Ernest Yeung Nov 13 2019 10:00 am UTC 60 mins
    The vast majority of professionally invested monies flowing into emerging markets (EM) equity take a core, growth or quality investment approach. This means that investors who access the broad EM opportunity set via these types of managers can end up with portfolios highly skewed to a small number of prominent technology names in the Asian region.
    In this webinar, Portfolio Manager Ernest Yeung will shed light on the considerable opportunity potentially being missed by most EM investors. Technical elements such as the absence of private equity rigour, shareholder activism and diminishing sell-side coverage leaves a vast universe of companies that are being forgotten, but which can provide attractive prospects for investors with the breadth of research to uncover them.
    Please join us on Wednesday 13 November at 10:00am GMT / 11:00am CET, during which you will be able to put questions directly to Ernest.
  • Chapter 3. A relevant future for active management
    Chapter 3. A relevant future for active management
    Habib Subjally & Jeremy Richardson Nov 21 2019 3:00 pm UTC 30 mins
    Active management as it was
    Active management as it is
    Active management as it should be