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European Investors

  • Euro Value Credit - Q4 review
    Euro Value Credit - Q4 review
    Roberto Matta, Portfolio Manager Recorded: Jan 17 2020 15 mins
    Roberto Matta, Portfolio Manager will provide a review of the last quarter.
  • European Banking: Themes in 2020 - DBRS Morningstar Webinars
    European Banking: Themes in 2020 - DBRS Morningstar Webinars
    Elisabeth Rudman, Managing Director, Head of European FIG Recorded: Jan 16 2020 28 mins
    DBRS Ratings Limited and DBRS Ratings GmbH (DBRS Morningstar) invite you to attend a webinar named “European Banking: Themes in 2020” on 16 January 2019 at 3 p.m. GMT/4 p.m. CET/10 a.m. EST.

    The webinar will be hosted in London by Elisabeth Rudman, Managing Director, Head of European FIG. Elisabeth will be joined by
    Vitaline Yeterian, Senior Vice President, and other team members in London, Frankfurt and Madrid.

    Elisabeth and her team will provide an outlook on key themes in European banking in 2020. Some of the topics they will be looking at include the low interest rate environment and banks’ cost-restructuring programmes, the increase in financial crime and conduct issues facing banks, as well as the ongoing high levels of nonperforming loans in
    certain banking systems.

    The discussion will last approximately 20 to 30 minutes and will be followed by an interactive question-and-answer session.

    DBRS Morningstar welcomes all who wish to participate.
  • Schroders' Emerging Market Equity quarterly review and outlook
    Schroders' Emerging Market Equity quarterly review and outlook
    Tom Wilson, Head of Emerging Market Equities, Schroders Recorded: Jan 16 2020 43 mins
    Please join us for the first Schroders webinar of 2020 as we feature one of our flagship capabilities -- Emerging Market Equity -- and what investors can expect in the near term across the global EME universe.
  • Kopernik Global All-Cap Equity Fund Q4 2019 Webcast
    Kopernik Global All-Cap Equity Fund Q4 2019 Webcast
    David Iben Recorded: Jan 16 2020 42 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager, David Iben, to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Strategic Fixed Income outlook 2020
    Strategic Fixed Income outlook 2020
    John Pattullo & Jenna Barnard Recorded: Jan 16 2020 3 mins
    Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income at Janus Henderson Investors, will share their thoughts and views on bond markets in the coming year.


    Please note that this webcast is for Professional Investors from the following European jurisdictions: Austria, Belgium, Germany, France, Ireland, Italy, Luxembourg, Netherlands, Spain, Sweden and Switzerland. For UK please visit https://www.brighttalk.com/channel/13709.
  • EdenTree Amity Short Dated Bond Fund for Charities Introduction
    EdenTree Amity Short Dated Bond Fund for Charities Introduction
    David Katimbo-Mugwanya, Fund Manager Recorded: Jan 15 2020 10 mins
    An introduction to our EdenTree Amity Short Dated Bond Fund for Charities by fund manager David Katimbo-Mugwanya.
  • Factor Insights: 2019 performance and the link between economic cycle & behavior
    Factor Insights: 2019 performance and the link between economic cycle & behavior
    Webinar for investors in the Americas and Europe Recorded: Jan 15 2020 24 mins
    Following the publication of FTSE Russell's quarterly 'Market Maps Factor Indicator' report in January, Philip Lawlor, managing director global markets research and Marlies van Boven, managing director, research & analytics will present its key findings and:

    • Review factor performance across the regions in 2019
    • Examine the link between the economic cycle and factor behaviour

    In the live Q&A session that follows the presentation, you’ll have an opportunity to submit questions that are most important to you and hear first-hand insights from our speakers.
  • Heptagon Future Trends Equity Fund Q4 2019 Webcast
    Heptagon Future Trends Equity Fund Q4 2019 Webcast
    Alexander Gunz Recorded: Jan 15 2020 31 mins
    Join us for our quarter-end strategy update webcast. Engage with fund manager Alexander Gunz to learn about what drove fourth-quarter performance, the team's outlook, and current portfolio positioning.
  • Global Equities update with Dr. Ian Heslop and Justin Wells - Q4 2019 PM
    Global Equities update with Dr. Ian Heslop and Justin Wells - Q4 2019 PM
    Dr. Ian Heslop and Justin Wells Recorded: Jan 14 2020 32 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: 70268
  • Introducing The Medical Cannabis and Wellness UCITS ETF
    Introducing The Medical Cannabis and Wellness UCITS ETF
    Purpose Investments & HANetf Recorded: Jan 14 2020 44 mins
    The Medical Cannabis sector is attracting huge attention from consumers, governments and investors. While US and Canadian investors have many options to gain exposure to this industry, European investors have had fewer options - until now.

    In this webinar, Purpose Investments and HANetf will discuss and take questions on:

    - The Changing Legal & Regulatory Landscape for Medical Cannabis
    - The Growth Opportunity and Investment Case
    - The Key Players & Companies in this Sector
    - Key Considerations for UCITS Investors
    - The Characteristics of CBDX: The Medical Cannabis and Wellness UCITS ETF
  • Global Equities update with Dr. Ian Heslop and Justin Wells - Q4 2019 AM
    Global Equities update with Dr. Ian Heslop and Justin Wells - Q4 2019 AM
    Dr. Ian Heslop and Justin Wells Recorded: Jan 14 2020 32 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: 70268
  • European Equities according to Mark Denham
    European Equities according to Mark Denham
    Mark Denham, Head of European Equities & Fund Manager at Carmignac Recorded: Jan 13 2020 2 mins
    To celebrate his three-year anniversary at Carmignac, we asked Mark Denham a few questions on him and his approach to European equities.
  • Heptagon European Focus Equity Fund Q4 2019 Webcast
    Heptagon European Focus Equity Fund Q4 2019 Webcast
    Christian Diebitsch Recorded: Jan 13 2020 32 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager, Christian Diebitsch, to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Opening Bell 2020
    Opening Bell 2020
    Steven Bell, Chief Economist, BMO Global Asset Management Recorded: Jan 9 2020 35 mins
    Steven Bell discusses his outlook for the global economy and financial markets in 2020:
    - is the global manufacturing recession over?
    - life after Brexit
    - are equities over-valued?
    - where are the opportunities and threats in 2020?
  • CIO Outlook for 2020
    CIO Outlook for 2020
    Robert J. Horrocks, PhD, Chief Investment Officer and Portfolio Manager Recorded: Jan 2 2020 10 mins
    Matthews Asia CIO Robert Horrocks, PhD, says there is reason for optimism in 2020. The strength of Asia's economies and China's ongoing capital market reforms are setting the stage for future growth.
  • China - an opportunity that can't be ignored
    China - an opportunity that can't be ignored
    Stephen Kam Recorded: Dec 30 2019 25 mins
    Learn why investing in Chinese equities, in particular the onshore China A market, offers a very compelling story
  • The clean energy transition - not just an opportunity but a necessity
    The clean energy transition - not just an opportunity but a necessity
    Mark Lacey, Alex Monk Recorded: Dec 30 2019 22 mins
    USD120 trillion of investment into the clean energy transition is required to meet globally agreed targets by 2050. This investment alongside a number of significant structural trends within the sector have led to strong growth opportunities for companies across the entire supply chain.

    Mark Lacey, Head of Commodities and Alex Monk, Global Renewables Analyst, provide an overview on our new the fund, Schroder ISF* Global Energy Transition, which aims to capitalise on the shift to a low-carbon world and provide investors with equity exposure to this fast-growing sector.

    Time stamps:
    01:05 - Key messages
    02:40 - The scale of requirement investment
    04:40 - Structural trends supporting the investment opportunity
    08:48 - Driving forces behind these trends
    12:45 - Opportunities across the value chain
    14:26 - Schroder ISF Global Energy Transition - our proposition
    15:25 - Portfolio construction
    16:16 - Investment process
    17:23 - Why investors have not missed the opportunity

    *Schroder International Selection Fund is referred to as Schroder ISF throughout.
  • Peak Passive or Still Early Days?
    Peak Passive or Still Early Days?
    Derek Fulton, CEO, First Trust Global Portfolios Recorded: Dec 19 2019 60 mins
    We often hear debates about whether we have reached peak passive and how much further can the ETF industry grow. First Trust will make the case that ETF growth is still in its early stages and that ETFs are a kind of disruptive technology which will accelerate fundamental change in the investment industry.

    The ETF structure is an innovation in investment fund technology which we believe will become the most widely used vehicle for all types of investment strategy. In fact, actively managed ETFs are already the fastest growing area of the industry in the United States.

    Learning Objectives:

    • Understand the differences and similarities between a UCITS ETF and UCITS OEIC fund
    • Trace the evolution of ETFs from passive market capitalisation index tracking through smart beta to actively managed strategies
    • Understand how investors in the US are using ETFs to build more granular bespoke client investment solutions
  • 2020 Global Outlook - Navigating the Year Ahead
    2020 Global Outlook - Navigating the Year Ahead
    HANetf, Jay Pelosky, CIO, TPW Investment Management, Kevin Carter, Founder & CIO, EMQQ Recorded: Dec 18 2019 45 mins
    As we approach the end of a decade, how should investors position portfolios in 2020?

    In this webinar, we address investor's questions such as:
    - Will continued low growth and inflation sustain the search for yield?
    - Will geopolitical overhangs, both in trade as well as Brexit, stabilise
    or fall apart?
    - Are US politics about to upset the apple cart?
    - What could surprise investors in 2020?

    And cover topics including:
    - Reflation 2020 – the big four signposts: global easing, global growth,
    US-China trade & global earnings
    - Looking to the past to guide the future. How the 1995, 1998 & 2016
    cycles can provide guidance for 2020
    - The consumer growth story – emerging markets and the digital
    revolution
    - The next billion shoppers - are internet and ecommerce sectors
    insulated from the US-China Trade War?
  • PRI: Intro to reporting 2020 for service providers
    PRI: Intro to reporting 2020 for service providers
    The PRI Recorded: Dec 17 2019 10 mins
    https://www.unpri.org/reporting

    Check the links below to access guides and resources:

    Data Portal:
    https://dataportal.unpri.org/



    Other resources:

    Service Provider overview and guidance:
    https://www.unpri.org/Uploads/x/l/q/overviewandguidance2019spreportingframework_465584.pdf

    Main definitions:
    https://www.unpri.org/Uploads/r/k/d/maindefinitionstoprireportingframework_971173_870123.pdf

    Service Provider Reporting Framework modules:
    https://www.unpri.org/reporting

    General reporting FAQs:
    https://www.unpri.org/reporting
  • Fund update - BL Global Flexible
    Fund update - BL Global Flexible
    Guy Wagner - Fund Manager, CIO Recorded: Dec 17 2019 36 mins
    Guy Wagner gives an update on his Fund, BL Global Flexible.

    This Fund applies an investment strategy founded on the “Business-Like Investing” concept, which means that he considers its investments as stakes in a business with a long-term investment horizon. He is constantly on the lookout for quality companies with a tangible competitive advantage that generate high levels of profitability and free cash flow. Such companies have the potential to create long-term value for their shareholders.
  • PRI: Intro to reporting 2020 for investors
    PRI: Intro to reporting 2020 for investors
    The PRI Recorded: Dec 17 2019 14 mins
    https://www.unpri.org/reporting

    Check the links below to access guides and resources:

    Organisational Overview module:

    Data Portal:
    https://dataportal.unpri.org/

    About PRI assessment:
    https://www.unpri.org/signatories/about-pri-assessment



    Other resources:

    Overview and Guidance;
    https://www.unpri.org/Uploads/b/j/q/overviewandguidance2020_172052.pdf

    Main Definitions:
    https://www.unpri.org/Uploads/r/k/d/maindefinitionstoprireportingframework_971173_870123.pdf

    Indicator updates & changes:
    https://www.unpri.org/Uploads/y/m/z/2020updatesofindicatorsinvestor_747566.xlsx

    Reporting Framework modules:
    https://www.unpri.org/reporting

    General assessment methodology:
    https://www.unpri.org/Uploads/k/g/v/pri_assessment_methodology_100277.docx

    Mock assessment report:
    https://www.unpri.org/Uploads/d/u/w/20172018mockassessmentreport_905124.pdf

    Module specific FAQs:
    https://www.unpri.org/signatories/reporting-for-signatories/reporting-framework-module-faqs

    General reporting & assessment FAQs:
    https://www.unpri.org/reporting
  • 2020 Investment Outlook
    2020 Investment Outlook
    [Asia-Pacific audience webinar] Philip Lawlor, managing director, global markets research, FTSE Russell Recorded: Dec 17 2019 32 mins
    Global Markets Research, FTSE Russell.
    (Webinar for investors based in the APAC region)

    In this 30-minute webinar, Philip Lawlor, managing director, global markets research at FTSE Russell, will discuss some of the risks confronting investors in 2020, before addressing questions via a live Q&A with webinar participants.

    Key discussion points:

    • Reviewing 2019’s global equity and bond market performance, in the context of a deteriorating macroeconomic backdrop.
    • Appraising the current economic, profit, valuation and financial conditions market drivers.
    • Exploring what’s priced in and what could surprise in 2020.
  • Cleaning greenwashing out of asset management
    Cleaning greenwashing out of asset management
    Responsible Investor Recorded: Dec 16 2019 62 mins
    Join us to learn why regulation and public naming-and-shaming means investors need to scrub up their sustainability strategies

    Gina Miller, the businesswoman and campaigner talks with Hugh Wheelan, co-founder and managing director at RI.
    ...

    Background

    While growing at an exponential rate, the green finance market is still in its infancy and is awash in mislabelled “sustainable” investment products. What is considered “green” varies from investor to investor and from bank to bank and across regions, both in terms of business clientele and financial offerings from the sector. As regulators across Europe, the UK and in North America increase pressure on investment managers to increase the transparency of financial product labelling.

    As countries get serious about net-zero emissions targets in line with the recommendations of the Intergovernmental Panel on Climate Change, pressure is growing for policymakers to mandate unified definitions of “green” finance and introduce compulsory disclosures.

    In a recent Morgan Stanley survey of institutional investors, 70% said they are integrating sustainable investing into their investment process, signalling just how quickly the environmental, social and governance (ESG) imperative is catching on. Despite this, the ESG narrative is dominated by asset managers and NGOs. Asset owners - pension funds, endowments, foundations and other large institutional investors - are generally kept in the dark as to what “sustainable” and “green” actually mean in the context of their investment funds.

    This webinar will ask tough questions about what a new wave of transparency in fund labelling and fee disclosure could mean for global investors who are committed to going green.

    Speaker

    Gina Miller, Founder, SCM Direct

    Moderator


    Hugh Wheelan, Managing Director, Responsible Investor
  • Proposed Updates to DBRS Morningstar NA Single-Asset/Single-Borrower Methodology
    Proposed Updates to DBRS Morningstar NA Single-Asset/Single-Borrower Methodology
    Erin Stafford Recorded: Dec 13 2019 28 mins
    The presentation will focus on the proposed updates to the combined North American Single-Asset/Single-Borrower Ratings Methodology.
  • RIワールドアップデート・ウェビナー 気候変動対策への政策足並み、サステナブルファイナンスの世界では?
    RIワールドアップデート・ウェビナー 気候変動対策への政策足並み、サステナブルファイナンスの世界では?
    Responsible Investor Jan 21 2020 9:00 am UTC 30 mins
    RIワールドアップデート・ウェビナーは、主要国際会議などで討議されたキーポイントをデスクトップに直接お届けするセミナー形式のオンラインコンテンツです。コンテンツは全て日本語でお送りし、世界の責任投資、ESG、サステナブルファイナンスとサステナブル資本市場の展開について、知識を深めるお手伝いをします。



    1月21日火曜日 日本時間18:00 (30分)

    2019年は気候変動への危機感の高まりを示す、大規模な市民アクションが盛り上がった一方、年末のCOP25では足並みの揃わない国際情勢も印象づけられました。OECD事務次長河野正道氏をお迎えし、Responsible Investor への寄稿記事を元に、環境・サステナブルファイナンスの政策環境のこれまでと2020年に予見される発展についてお伺いします。



    スピーカー:
    OECD 事務次長 河野正道氏
  • BPI Alternative Fund
    BPI Alternative Fund
    Paulo Freire Oliveira Jan 21 2020 3:00 pm UTC 45 mins
    BPI Alternative Fund is a long/short equity fund that invests in listed Portuguese and Spanish shares or equity linked instruments.
  • WCM Global Equity Fund Q4 2019 Webcast
    WCM Global Equity Fund Q4 2019 Webcast
    WCM Investment Management Team Jan 21 2020 3:00 pm UTC 60 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • TB Saracen UK Income Fund: Light At The End Of The Tunnel
    TB Saracen UK Income Fund: Light At The End Of The Tunnel
    Scott McKenzie & David Clark Jan 22 2020 10:30 am UTC 45 mins
    The UK Equity Income sector has been the foundation of many UK investor portfolios for many years and has hosted a number of our most celebrated fund managers.

    However, the traditional approach to generating income from a UK equity portfolio has increasingly come under threat with a number of the large income-generating sectors becoming ex-growth.

    Too often UK income investors find themselves reliant on a small number of high yielding businesses whose best days are behind them and where dividend payments look fragile.

    All of this has come during a time when investors have prized growth over value and UK equities have been shunned in the light of the Brexit chaos.

    Post the recent election the political outlook has become more stable and the path to Brexit should become clearer. Is there now light at the end of the tunnel ?

    When we launched the TB Saracen UK Income fund in April 2015 we were determined to take a different approach in the light of these challenges.

    We strongly believe that valuations matter and that equity income funds should provide investors with a high and growing income.

    In this webcast we review the performance of the TB Saracen UK Income fund and outline why we feel the Fund is well positioned to meet the needs of income investors.

    Some of the key themes we will address include:

    - Why value strategies are still relevant in a changing world
    - The importance of a focussed, ‘multicap’ approach
    - The risks to UK dividends going forward

    Presented by :
    Scott McKenzie, Co-Manager , TB Saracen UK Income Fund
    David Clark, Co-Manager , TB Saracen UK Income Fund
    Ellie Sluys , Communications Manager, Saracen Fund Managers
  • Heptagon Listed Private Assets Fund Q4 2019 Webcast
    Heptagon Listed Private Assets Fund Q4 2019 Webcast
    Arnaud Gandon Jan 22 2020 2:00 pm UTC 60 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager, Arnaud Gandon, to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Securitized Quarterly, with Michelle Russell-Dowe
    Securitized Quarterly, with Michelle Russell-Dowe
    Michelle Russell-Dowe, Head of Securitized Credit, Schroders Jan 22 2020 7:00 pm UTC 60 mins
    Join us as Head of Securitized Credit Michelle Russell-Dowe presents on the research her team is doing on the credit markets by and large, and trends they’re seeing within CLOs, global ABS, and more.
  • WebConference: investire in Cina
    WebConference: investire in Cina
    Teresa Gioffreda Jan 23 2020 9:00 am UTC 45 mins
    Quali sono le opportunità che offre il mercato cinese? Secondo le stime, dai consumatori cinesi urbani dipenderà nel prossimo futuro il 30% dei consumi globali, mentre massicci e mirati investimenti stanno convertendo il paese in una potenza tecnologica e primo hub del commercio mondiale.

    Scopriamo insieme le migliori soluzioni per investire in Cina.
  • Waverton Southeast Asian Fund Update Q4 2019
    Waverton Southeast Asian Fund Update Q4 2019
    Brook Tellwright. Manager of the Waverton Southeast Asian Fund Jan 23 2020 9:30 am UTC 45 mins
    Brook Tellwright provides an update on the positioning of the Waverton Southeast Asian Fund and an overview of the current outlook.
  • Challenging and new data areas the “S” and the “G”: ESG Data Part 3
    Challenging and new data areas the “S” and the “G”: ESG Data Part 3
    Responsible Investor Jan 23 2020 1:30 pm UTC 60 mins
    The third webinar in this series will focus on how corporate data collection metrics, inclusions and exclusions, affect the weighting of governance and social indicators used by investors in determining the market value of a company. The webinar will also review how legal change is affecting the ability of companies to engage with investors and create common ground in the understanding and use of social and governance data.

    Questions for discussion may include:

    How are companies “S” and “G” data determined by investors when specific metrics are not available, comparable or consistent? What role can investors play in ensuring transparency through their engagement strategies?

    What are the challenges companies face generally and particularly in responding to new legislation requiring them to update their data identification and collection processes?

    How can companies improve the communication of their corporate governance structures, policies, and business practices to investor audiences?

    ESG applicable metrics for a number of areas e.g., for supply chain management, diversity and inclusion, ethical sourcing, plastics, and human capital, are still being developed. In the absence of comparable and clear metrics, how can companies be appropriately assessed by investors?

    How effective do investors and companies feel the New Corporate Governance Code and the New Stewardship Code has been in helping to improve engagement on “S” and “G” data?


    Speakers:
    Gema Esteban Garrido, ESG Reporting and Investor Manager, Telefonica
    Victor Riega, Senior Sustainability Engagement Manager, Standard Chartered (listed entity)
    Youri Lie, Senior Manager Climate Change and Sustainability Services, EY
    Kimon Demetriades, ESG Analyst, Allianz Global Investors

    Moderator: Helen Wood-Gush, Senior ESG Consultant, Responsible Investor
  • Driehaus Emerging Markets Equity Fund Q4 2019 Webcast
    Driehaus Emerging Markets Equity Fund Q4 2019 Webcast
    Driehaus Investment Team Jan 23 2020 3:00 pm UTC 60 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • BPI Africa Fund - 2019 Overview
    BPI Africa Fund - 2019 Overview
    Teresa Pinto Coelho Jan 23 2020 3:30 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.

    The fund aims to provide the investor with direct access to markets with high growth potential and that are not directly reachable, in the African continent.
  • ESG in Sovereign Debt Investing: Data and Integration Techniques
    ESG in Sovereign Debt Investing: Data and Integration Techniques
    PRI, World Bank, Payden & Rygel Investment Management, Union Investment Jan 23 2020 4:00 pm UTC 60 mins
    Join the PRI, the World Bank, Payden & Rygel Investment Management and Union Investment for a webinar on 23 January to explore ESG data sources and integration techniques for sovereign debt investing.

    This session will provide a taste of the World Bank’s new Sovereign ESG Data Portal, an important enhancement to the data kit. Furthermore case studies by Payden & Rygel Investment Management and Union Investment will provide examples of how to consider ESG factors in sovereign debt analysis. The session builds on the PRI’s new Practical Guide to ESG Integration in Sovereign Debt.

    Anna Georgieva, Manager, Investment Practices, PRI (moderator)
    Fiona Stewart, Lead Financial Sector Specialist, Finance, Competitiveness & Innovation, World Bank
    Johannes Böhm, Portfolio Management ESG Analyst, Union Investment
    Kristin Ceva, CFA, Managing Principal, Payden & Rygel Investment Management
  • Waverton European Capital Growth Fund Update Q4 2019
    Waverton European Capital Growth Fund Update Q4 2019
    Chris Garsten, Manager of the Waverton European Capital Growth Fund Jan 24 2020 3:00 pm UTC 30 mins
    Chris Garsten provides an update on the positioning of the Waverton European Capital Growth Fund and overview of the current outlook
  • Energy Efficiency Financial Institutions Group (EEFIG) – New Working Groups
    Energy Efficiency Financial Institutions Group (EEFIG) – New Working Groups
    Martin Schoenberg | Diana Barglazan | Peter Sweatman | Clemens Rohde | Lucas Bossard | Dusan Jakovljevic Jan 27 2020 10:00 am UTC 90 mins
    Third phase of the Energy Efficiency Financial Institutions Group (EEFIG) – become involved with a range of new working groups.

    The European Commission and UNEP FI have launched calls for expression of interest for several new EEFIG working groups dealing with leading edge issues to scale up energy efficiency investment, in support of the European Green Deal and the EU´s Sustainable Finance Action Plan. Energy efficiency is also central for the implementation of the Principles for Responsible Banking since real estate represents a major share of banks´ financed emissions.

    -Financial Performance of EE loans: This working group will utilize advanced data analytics to assess the contribution of energy efficiency to credit quality in mortgage books, to inform discussions of the Green Supporting Factor.
    -Multiple benefits: This working group will assess the contribution of energy efficiency to non-energy issues on a macroeconomic level (such as economic growth, job creation, economic productivity) and on the level of individual efficiency transactions.
    -Financial instruments: This working group will take stock of leading practices emerging for both public and private financial instruments and how they can be blended to scale up energy efficiency, covering industry, buildings, secondary markets and how they link to the EU´s sustainable finance activities.
    -Dissemination/communications: This working group will aim to disseminate the results of EEFIG activities more widely, and UNEP FI and the EC are looking to appoint a set of EEFIG ambassadors who can disseminate the results of EEFIG more widely in the finance community.

    During the webinar, the working group leads will present in greater detail on the working mode and main topics to be addressed by each working group, and we will describe the kind of expertise we seek and process for sending in an expression of interest.
  • Kettle Hill US L/S Equity Fund Q4 2019 Webcast
    Kettle Hill US L/S Equity Fund Q4 2019 Webcast
    Andrew Kurita Jan 27 2020 2:00 pm UTC 60 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager Andrew Kurita to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • BPI Brasil - Highlights 4Q2019
    BPI Brasil - Highlights 4Q2019
    João Caro de Sousa Jan 27 2020 3:00 pm UTC 45 mins
    BPI Brasil is a long only Fund that invests in listed Brazilian equities and fixed income.

    The fund aims to provide the investor with direct access to a market with high growth potential and offer a sustainable return over a reasonable time frame through an active management approach.
  • Waverton European Dividend Growth Fund Update Q4 2019
    Waverton European Dividend Growth Fund Update Q4 2019
    Charles Glasse, Manager of the Waverton European Dividend Growth Fund Jan 28 2020 11:00 am UTC 30 mins
    Charles Glasse provides an update on the positioning of the Waverton European Dividend growth Fund and an overview of the current outlook
  • BPI Iberia - 2019 in review
    BPI Iberia - 2019 in review
    Paulo Freire Oliveira Jan 28 2020 3:00 pm UTC 45 mins
    BPI Iberia invests in listed Portuguese and Spanish shares or equity linked instruments.

    The fund aims to beat the benchmark* over a reasonable time frame through an active management approach.

    * Benchmark: 20%PSI20 TR + 80% IBEX35 TR
  • Driehaus US Micro Cap Equity Fund Q4 2019 Webcast
    Driehaus US Micro Cap Equity Fund Q4 2019 Webcast
    Jeff James Jan 28 2020 3:00 pm UTC 60 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Global Absolute Return Strategies (GARS) quarterly update
    Global Absolute Return Strategies (GARS) quarterly update
    Katy Forbes & William Martinez Jan 29 2020 2:00 pm UTC 60 mins
    Please join us to hear an update from Investment Director, Katy Forbes and William Martinez discussing the key themes within the portfolio and providing a summary of our current positions and outlook for Q1 2020.
  • Driehaus US Small Cap Equity Fund Q4 2019 Webcast
    Driehaus US Small Cap Equity Fund Q4 2019 Webcast
    Jeff James Jan 29 2020 3:00 pm UTC 60 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Sustainability Materiality: ESG Data Part 4
    Sustainability Materiality: ESG Data Part 4
    Responsible Investor Jan 29 2020 4:00 pm UTC 60 mins
    The fourth and final webinar in this series will focus on defining materiality, consistency in application, ranking and focus of issues. It will cover the role and application of material risk in enterprise and societal risk assessment.


    Questions for discussion may include:
    Do material issues identified in sustainability assessments give a fair and true view of non-financial risks?
    What are the best standards to define materiality that ensure equanimity for all stakeholders?
    How does a company ensure that wider societal issues are also considered and appropriately prioritised?
    How can companies and investors encourage a forward-thinking approach to these material issues?
    How can greater consistency in the application of ESG materiality be developed?
    In what ways can companies create greater visibility on evolving, longer term issues?
    How can the results of materiality assessments provide focus and opportunity for corporates to respond to longer term material issues?
    What are the ways investors can incentivise companies to follow a broader sustainability agenda?

    Speakers:
    Alan McGill, Global Head of Sustainability Reporting & Assurance, PWC
    Ekaterina Hardin, Analyst, Sector Lead, Extractives & Minerals Processing, SASB
    Anita McBain, Head of Responsible Investment, M&G Investments
    Lisa Epifani, ESG Engagement Manager, Chevron
    Kris Frederickson, Manager, Sustainability Disclosure & Stakeholder Engagement, Suncor Energy
    Daria Goncharova, Chief Sustainability Officer and Head of Non-Financial Reporting Polymetal

    Moderator:
    Helen Wood-Gush, Senior ESG Consultant, Responsible Investor
  • 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) Jan 30 2020 2:00 pm UTC 46 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
  • Groundhog Day for Global tech?
    Groundhog Day for Global tech?
    Richard Clode Jan 30 2020 2:00 pm UTC 60 mins
    Another strong year for technology outperformance will be met yet again by concerns on valuation and regulation. Given this has become an annual debate over the past decade, are investors looking at the sector the right way? Richard Clode, Global Technology Portfolio Manager, discusses these issues and will also cover:
    •Year-end review of tech sector
    •Update on key themes
    •Portfolio positioning and key changes
    •Performance update
    •Global Technology Strategy 2020 outlook.

    Please note that this webcast is for Professional Investors from the following European jurisdictions: Austria, Belgium, Germany, France, Ireland, Italy, Luxembourg, Netherlands, Spain, Sweden and Switzerland. For UK please visit https://www.brighttalk.com/channel/13709.
  • Yacktman US Equity Fund Q4 2019 Webcast
    Yacktman US Equity Fund Q4 2019 Webcast
    Jason Subotky Jan 30 2020 2:00 pm UTC 60 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.