European Investors

How attractive is real estate junior debt despite the corona pandemic?

Speakers:
_ Jens Witzke, Investment Specialist Fixed Income
_ Alexander Oswatitsch, Head of Real Estate Debt, Europe

Wie attraktiv ist Real Estate Junior Debt trotz der Corona Pandemie?

Sprecher:
_ Jens Witzke, Investment Specialist Fixed Income
_ Alexander Oswatitsch, Head of Real Estate Debt, Europe

Join Nick Henderson, Director of our Responsible Global Equity Fund, on our quarterly updates on the Responsible Global Equity Fund. We will also give you the opportunity to ask Nick any questions you have on the fund as part of a Q&A session at the end of the webinar.

The menu of multifactor funds has expanded considerably over the past decade. As the options have grown, so has investors’ research burden. These funds are diverse and often among the most complex index strategies on the market. While many of these strategies may sound similar, there are important differences in their approaches to portfolio construction, which often yield very different portfolios and performance. Join this webinar when we will take a closer look at the growing menu of multifactor strategies and a toolkit to sort through it.

Presented by:
Alex Bryan, Director, Passive Strategies, Manager Research
Dimitar Boyadzhiev, Senior Analyst, Manager Research, Passive Strategies, European Manager Research

Duration: 30 min

Language: English

Join Michael Dugan, CFA, Executive Director and Client Portfolio Manager for Nomura Corporate Research and Asset Management Inc., for a discussion covering:
- Sector expectations/outlook given the outcome of the US election
- Covid-19 vaccine updates and their impact on economic recovery
- Where we are seeing high yield opportunities for 2021

Durante la conferencia web con Sasha Evers, Director General de BNY Mellon Investment Management para Iberia y América Latina se enfocará en los siguientes temas:
¿Cuáles son las principales características del mercado de los Bonos Municipales Estadounidenses?
¿Por qué tiene sentido incluir estos bonos municipales en una cartera diversificada?

¿Dónde estarán las oportunidades y riesgos en los mercados de bonos municipales estadounidenses después de las elecciones?

How evolving ESG indices and derivatives help transforming portfolios
Responsible Investor in partnership with Eurex

The Covid-19 pandemic has accelerated the move towards sustainable investments as global
investors were already shifting away from existing benchmarks to sustainable alternatives. On
top of this are regulatory drivers such as the EU’s Action Plan on Sustainable Finance and
Green Deal. Part of this ‘new normal’ is the emergence of derivatives as a powerful tool to help
ESG integration. Derivatives on ESG benchmarks offer a way to help facilitate ESG integration
while offering a cost-efficient and liquid solution with a low tracking error close to benchmark
performance.

This webinar will explain how these new products can help to transform portfolios.
- Index Methodologies: Screened Indices vs. Universal Indices
- Derivatives as a tool for ESG risk management & ESG integration
- Role in portfolios: liquidity, tracking error and carbon footprint
- Emerging markets: volumes and client interest
- Next steps: forthcoming market developments

This webinar builds on the earlier ESG in derivatives – the quest for the right methodology
recorded in April (https://bit.ly/3jTmwrr).

Speakers:
Christine Heyde, Equity and Index Product Design, Eurex
Guido Giese, Executive Director, Core Equity Research, MSCI

Moderator:
Daniel Brooksbank, Head of Strategic Content, Responsible Investor

During this webcast and thanks to an in-depth database of futures’ Cost of Financing, Lyxor ETF Research will draw a comprehensive analysis of the compared performances of ETF and Futures, and provide early insights about the upcoming end of December futures roll.

An economic recovery and rising inflation bodes well for industrial commodities but the metals with the greatest potential could depend on how ‘green’ the recovery is.

Electric vehicles need various metals, but not necessarily the same ones as internal combustion engine cars. Platinum and palladium are not needed in pure battery cars but nickel, cobalt and graphite for example are needed for battery cars (and less so in pure ICE cars). However both types of vehicles require copper and silver but in different proportions. In part iv of this series of 30 minute webinars, we will take a closer look at the use of different metals in the drive for green vehicles.

Across this series we will also consider the key forces fuelling industrial metals right now, which are:
+ Investors are seeking inflation hedges as prospects for prices are rising
+ Industrial demand is rising across US, Europe, and China as they recover from the deep COVID-19 recession
+ Fiscal and monetary stimulus are likely to see a rise in commodity-intensive infrastructure spending
+ In Europe a ‘green recovery’ is sought as the European Commission remains committed to its climate goals

Other webinars in this series:
+ Part i: A greener world for precious metals - Spotlight on Palladium & Platinum
+ Part ii: A standout winner as vehicles de-carbonise - Spotlight on Nickel
+ Part iii: The demand for increasing robustness of grid infrastructure - Spotlight on Copper

For investment professionals only.
Launched in November 2020, the managers of this European income fund seek to generate returns by identifying high quality companies that have a long term sustainable competitive advantage, with potential to generate growth over time. At the point of entry the valuation of the company is attractive to the fund managers, either because it has fallen out of favour in the short term, or because it is “off the radar” of many other investors.
Meet the fund managers in their first introductory webinar.

As committed to by the Signatories to the Principles for Responsible Banking, UNEP FI is now establishing the Civil Society Advisory Body to support and advise Signatories in implementing the Principles for Responsible Banking. During this info session, the UNEP FI Secretariat and Banking Board representatives will present the Advisory Body's role and responsibilities, and application process.

For more information, please visit: https://www.unepfi.org/prb-civil-society-advisory-body/

In this webcast, Portfolio Manager Luke Newman will be outlining the team’s latest performance, outlook and positioning for the Janus Henderson United Kingdom Absolute Return strategy, with the opportunity for the audience to raise questions live during the session.

Agenda:

10:30 GMT Welcome from Martin Wilson & Network Update from Nicola Ventrella

Martin Wilson and Nicola Ventrella open the day with an overview of 2020 and look ahead to 2021 and how we can continue to support your business goals as a network.

10:50 GMT Embracing Change in our New World

Our guest speaker Jez Rose, looks at how we can embrace change in our new world and adapt to the 'new normal'.

11:10 GMT Navigating the Regulatory Landscape

Ben Allen takes a look at the regulatory landscape and looks ahead to what we can expect from both the network and Financial Conduct Authority for 2021.

Comfort Break

11:40 GMT Celebrating Broker Success: Awards Ceremony

Our awards ceremony will be celebrating the outstanding achievements of both our individual advisers and firms.

11:50 GMT Lender Panel: Reflections & Opportunities within the Mortgage Market

Simon Thomas is joined by a panel of lenders to take a broader look at the market and its current & future challenges and opportunities from the lender perspective.

Comfort Break

12:35 GMT Protection Panel: Introducing Life Cover

Simon Thomas is joined by a panel of providers to look at where life cover sits in the mortgage process.

13:10 GMT General Insurance Panel: Constructing a Comprehensive Sale

Amy Wilson is joined by a panel of providers to look at why it is so important to offer your clients a comprehensive service every time.

Comfort Break

13:35 GMT Later Life Lending Panel: Coronavirus, Generating New Clients and 2021

Victoria Wilson is joined by a panel of lenders to delve into the depths of equity release, the effect Coronavirus has had on your clients and how we place business.

14:00 GMT Private Medical Insurance Panel: Putting PMI first

Amy Wilson is joined by a panel of providers to look at where PMI fits in for the “average” client sale, especially in the new normal.

14:15 GMT Closing Summary & Opportunity to Visit Exhibition Zone

For investment professionals only.
'The Great Income Hunt' will be hosted by the Editor-in-Chief of What Investment, Lawrence Gosling, and feature discussions with the fund managers of our two specialist equity income funds: VT Downing European Unconstrained Income Fund and MI Downing Monthly Income Fund.

They will outline the challenges faced by income seekers in today's market, and reveal how they are trying to solve this growing problem with examples of exciting opportunities.

Vaccines open the prospect of defeating COVID-19. But how will markets fare against a background of ongoing virus cases, massive fiscal deficits and a new US administration?

Following the release of the PRI report "ESG engagement for sovereign debt investors", please join us on Thursday, 26th November, to hear how engagement is conducted with sovereign issuers, including current practices and challenges, and how it could be scaled up to promote responsible investment.

Throughout 2020, investors have witnessed unprecedented volatility within the European Corporate Bond market. Policy response has been strong, both in terms of its size and speed, which has provided a trifecta of stimulus (low interest rates, quantitative easing and fiscal support) for the market. As we look towards 2021, how will experiences from 2020 shape our portfolio construction views across Investment Grade markets.
In this upcoming webcast, Tim Winstone, Corporate Credit Portfolio Manager, delves into where we believe the alpha opportunities lie ahead for the European investment grade market, positioning for the Janus Henderson European Corporate Bond Fund and an outlook for the market, including the impacts of:

• Resurgence of second lockdowns and the impact on company fundamentals/global growth;
• Lingering risks that could impact the future performance of credit markets over 2021; and
• Expectations around ECB action in December.

DBRS Morningstar will host a webinar on 26 November 2020 at 3:00 p.m. GMT focusing on the analysis of Italian residential mortgage-backed securities (RMBS) transactions and the proposed addition of Italy to the “European RMBS Insight Methodology” and related model. The webinar will be hosted Gordon Kerr, Head of European Structured Finance Research, and Ketan Thaker, Managing Director and Head of European RMBS and Covered Bonds in London.

The discussion will look at the Italian RMBS market structure, the loan-level analysis that will be applied by the European RMBS team, and its use in the proposed European RMBS Insight model for Italy. Making use of loan-level data from the European DataWarehouse, the European RMBS team has established a loan scoring approach that will tie into the “European RMBS Insight” methodology. The webinar will also cover recent performance of Italian RMBS and the housing market.

The discussion will last approximately 25 to 30 minutes and will be followed by an interactive question-and-answer session. DBRS Morningstar welcomes all who wish to participate.

The financial services sector is increasingly looking for relevant data and tools to create ESG solutions, spurred by regulation and demand from retail investors.

The derivatives market has a notional value of more than 600 trillion euros. Given the size and significance of this market, we believe it is important to provide ESG investors with access to it. Opening up this market helps democratize ESG investing whilst creating new opportunities for those in the industry.

In this webinar, you will gain insights into:
•ESG trends, opportunities and risks
•The derivatives market’s ESG needs
•Market dynamics and how key players join forces to build customized indices
•The technical challenges that come with integrating ESG into derivatives, including: the ESG strategic approach, data quality, liquidity, representativeness and weighting techniques

Speakers:
• Neven Graillat, BNP Paribas, Chief Sustainability Product Officer
• Martina Macpherson, SVP - Strategic Partnerships & Engagement, Moody’s
• Derk Lutgert, Optiver, Head of Corporate Strategy
• Charlotte Alliot, Euronext, Head of Institutional Derivatives
• Fabrice Rahmouni, Euronext, Head of Indices
• Thomas Montagnon, V.E, Sales Manager, ESG Index Solutions

Citywire AA rated Fund Manager, Sharon Bentley-Hamlyn, will be joined by Aubrey Investment Analysts, Klyzza Lidman and Jay Younger, to give an update on the fund and the launch of the new Aubrey Europe ex UK Conviction Fund in January 2021.
For Investment Professionals only

tbc

ACOLIN is delighted to invite you to the next online event from its expert webinar series on successful cross-border fund distribution.

Aleksandar Kozacenko, Head Data Strategy and Governance, and Steffen Hölscher, Senior Business Development Manager, will discuss key challenges around fund data management in Europe. They will share some practical information on how to implement a successful fund data management process.

Webinar content:

- Overview of European fund data management landscape and current trends (key data vendors, company mergers)
- Overview of different fund data types and their use (static, dynamic, regulatory data and holdings)
- Fund data management at ACOLIN as part of Distribution Network Management
- European MiFID Template (EMT) 3.0
- Fund distribution partner data requirements
- Country examples: cross-border fund data management process (Switzerland, UK and Germany)
- What is an Openfunds standard?
- Overview of Fundpublications.com platform
- Questions and Answers

The likelihood of a sweeping U.S. climate policy being implemented has increased considerably in recent months. A wide range of proposals has been floated, and the Biden campaign itself laid out a comprehensive plan to tackle carbon emissions and climate resilience through a variety of statutory, regulatory and fiscal approaches. Nonetheless, should Biden win the presidency, the rubber will hit the road early next year as the federal government re-engages on an issue that has only grown more salient and pressing for institutional investors. What are the most likely areas of policy action in the U.S.? What do investors need to see in terms of frameworks, standards, and market signals across sectors of the real economy? How is the U.S. “Inevitable Policy Response” to climate change similar to – and divergent from – the approaches being taken in other major economies (EU, China, etc.)? Join the PRI for a webinar in which we will discuss these and other timely questions.

Speakers include:
Heather Slavkin Corzo, Head of US Policy, PRI
Sharon Hendricks, Chair of the Board, CalSTRS and Board Member, PRI

Analysis of environmental, social, and governance risks is essential for investors. Beginning in early December, we will be formally incorporating ESG into our equity research process in a way that aligns with our investment philosophy and long-term mandate, focusing on valuation, rather than values.

ESG and Capital Allocation Enhancements to Morningstar’s Equity Research