Hi [[ session.user.profile.firstName ]]

Institutional Investors

  • BPI Iberia - 2019 in review
    BPI Iberia - 2019 in review
    Paulo Freire Oliveira Recorded: Jan 28 2020 44 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 Recorded: Jan 28 2020 27 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.
  • AB Emerging Markets Multi Asset  Portfolio: 4Q19 Portfolio Review and Update
    AB Emerging Markets Multi Asset Portfolio: 4Q19 Portfolio Review and Update
    Morgan Harting Recorded: Jan 28 2020 42 mins
    Please join us for a call with Morgan Harting, Lead Portfolio Manager of the Emerging Markets Multi-Asset team. Morgan will provide us his insights on major macroeconomic themes and risks in emerging markets. In addition, he will discuss current positioning and performance of the portfolio. Finally, he looks forward to taking your questions in an interactive session on markets as well as the fund strategy.
  • 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 Recorded: Jan 28 2020 17 mins
    Charles Glasse provides an update on the positioning of the Waverton European Dividend growth Fund and an overview of the current outlook
  • LDI review and outlook | January 2020
    LDI review and outlook | January 2020
    David Jamieson, Senior Market Strategist Recorded: Jan 28 2020 15 mins
    In this 15 minute discussion, our Senior Market Strategist David Jamieson will discuss interest rates, inflation, z-spreads, real yields and other news.
  • Brunel & Robeco, talking decarbonization, engagement & collaboration
    Brunel & Robeco, talking decarbonization, engagement & collaboration
    Sylvia van Waveren Recorded: Jan 28 2020 13 mins
    Sylvia van Waveren, director of active ownership at Robeco joins Faith Ward, Chief Responsible Investment Officer at Brunel Pensions Partnership to discuss decarbonizing portfolios and the role of engagement in driving change.
  • Market Cycles: Lather, Rinse, Repeat
    Market Cycles: Lather, Rinse, Repeat
    Rob Almeida, Global Investment Strategist Recorded: Jan 27 2020 4 mins
    According to Rob Almeida, market cycles are unique but often share familiar characteristics.Like snowflakes, no two financial market cycles are identical. However, as with the formation of snowflakes, market cycles follow familiar patterns. Cycles all begin and end with investment supply and demand imbalances.
  • BPI Brasil - Highlights 4Q2019
    BPI Brasil - Highlights 4Q2019
    João Caro de Sousa Recorded: Jan 27 2020 38 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.
  • Kettle Hill US L/S Equity Fund Q4 2019 Webcast
    Kettle Hill US L/S Equity Fund Q4 2019 Webcast
    Andrew Kurita Recorded: Jan 27 2020 39 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.
  • 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 Recorded: Jan 27 2020 67 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.
  • 2020 Outlook: Everything in Moderation
    2020 Outlook: Everything in Moderation
    Jim McDonald, Chief Investment Strategist, Bob Browne, CFA, Chief Investment Officer Recorded: Jan 24 2020 56 mins
    Get an inside look into the key investment themes driving our tactical outlook and asset allocation in the coming year.

    Join our Chief Investment Officer and Chief Investment Strategist as they explore:

    -Economic growth: slow but resilient
    -Monetary and fiscal policy: accommodation leads to coordination?
    -Tactical positioning: equities, high yield and real assets
  • 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 Recorded: Jan 24 2020 13 mins
    Chris Garsten provides an update on the positioning of the Waverton European Capital Growth Fund and overview of the current outlook
  • 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 Recorded: Jan 23 2020 62 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
  • BPI Africa Fund - 2019 Overview
    BPI Africa Fund - 2019 Overview
    Teresa Pinto Coelho Recorded: Jan 23 2020 29 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.
  • Driehaus Emerging Markets Equity Fund Q4 2019 Webcast
    Driehaus Emerging Markets Equity Fund Q4 2019 Webcast
    Driehaus Investment Team Recorded: Jan 23 2020 31 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.
  • Fixed income review and outlook
    Fixed income review and outlook
    April LaRusse, Head of Fixed Income Investment Specialists Recorded: Jan 23 2020 22 mins
    Join Head of Fixed Income Investment Specialists, April LaRusse, as she reviews recent developments within fixed income and offers his outlook for the asset class.
  • 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 Recorded: Jan 23 2020 73 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
    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
  • Waverton Southeast Asian Fund Update Q4 2019
    Waverton Southeast Asian Fund Update Q4 2019
    Brook Tellwright. Manager of the Waverton Southeast Asian Fund Recorded: Jan 23 2020 33 mins
    Brook Tellwright provides an update on the positioning of the Waverton Southeast Asian Fund and an overview of the current outlook.
  • Securitized Quarterly, with Michelle Russell-Dowe
    Securitized Quarterly, with Michelle Russell-Dowe
    Michelle Russell-Dowe, Head of Securitized Credit, Schroders Recorded: Jan 22 2020 32 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.
  • Emerging Markets Webinar 2020
    Emerging Markets Webinar 2020
    RBC Global Asset Management and BlueBay Asset Management Recorded: Jan 22 2020 47 mins
    We invite you to join RBC Global Asset Management and
    BlueBay Asset Management for a live webinar on January 22
    at 10:00am ET. Investment professionals will provide a view into
    the 3 ideas shaping their outlook into Emerging Markets in 2020.

    Will global growth finally bottom out?
    Does a maturing credit cycle lead to increased price dislocations?
    Are persistent trade frictions the new normal?
    How is ESG evolving in Emerging Markets?
  • Heptagon Listed Private Assets Fund Q4 2019 Webcast
    Heptagon Listed Private Assets Fund Q4 2019 Webcast
    Arnaud Gandon Recorded: Jan 22 2020 39 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.
  • Evolving a global smaller companies strategy for 2020
    Evolving a global smaller companies strategy for 2020
    Peter Ewins, Lead Manager Recorded: Jan 22 2020 32 mins
    In spite of a slowdown in global economic growth, 2019 ended strongly for smaller company equities with valuations in most markets seeing a re-rating. Peter discusses the BMO Global Smaller Companies trust’s performance last year, how the portfolio is positioned heading into 2020 and thoughts on the potential evolution of strategy in the coming period.
  • Scaling-up Sustainable Finance: The Role of Pension Trustees
    Scaling-up Sustainable Finance: The Role of Pension Trustees
    Dana Hanby | Rebecca McKay | Michael Lewis | Alison Bostock | John Reynolds Recorded: Jan 22 2020 61 mins
    The Synthesis Report presented to G20 last December by Sustainable Finance Study Group has highlighted the role of regulatory oversight in Scaling up Sustainable Finance. Surveys carried out in the Financial Sector indicate that regulation is one of the key factors that motivates Financial Institutions to integrate Environmental, Social and Governance (ESG) issues to their financial portfolios. Yet, with over 1500 separate pieces of recommendations and policies on the Climate Change alone, the speed of the implementation varies across the Sector and it’s not unusual to hear controversies.
    Considering the level of the collective assets under management of Pension Funds any changes to Pension Trustees Duties are in a great deal of focus ….or are they?
    Introduced on 1st October 2019 changes oblige Pension Trustees to consider financially material ESG issues while assessing risk-adjusted returns. Further changes are expected in 2020 and 2021.

    But are Trustees prepared to comply with this these changes to the regulations? How about Asset Managers? What might be the potential impact of the changes on the Sector? Is there a ’symmetry’ in the requirements for Pension Trustees and Asset Managers? What about pension schemes that are run by FCA regulated entities? What steps has the FCA taken in this space? Will the changes have any impact on the strategies of Asset Managers and indeed the wider investment industry?


    We will be debating these and other questions with our esteemed panel of speakers:


    Rebecca McKay - Partner – Trowers & Hamilns
    John Reynolds – Member-elected Trustee Director – FCA Pension Plan Trustee and Pension Technical Specialist –Financial Conduct Authority (FCA)
    Alison Bostock – Director – PTL- Independent Trustees
    Michael Lewis - Managing Director, Head of Thematic Research – DWS (formerly known as Deutsche Asset Management)
    Moderated by Dana Hanby – MD, ESG Nexus
  • Live Video - Asian Fixed Income: a Vibrant and Diverse Opportunity
    Live Video - Asian Fixed Income: a Vibrant and Diverse Opportunity
    Neal Capecci, Portfolio Manager, Fixed Income, Pan-Asia Bonds – Manulife Investment Management Recorded: Jan 22 2020 24 mins
    Over the past decade, the Asian fixed income universe has benefited from significantly improved
    economic fundamentals and has grown to become one of the largest regional bond markets in the
    world, supported by institutional, regulatory and infrastructure reforms.

    Neal Capecci, Portfolio Manager, Fixed Income, Pan-Asia Bonds, shares his views on how these
    developments, alongside the manifold sources of growth and the region’s increasingly accommodative
    monetary policy, have created a quality, liquid, standalone market, which offers attractive real yields
    and diverse investment opportunities.

    Finally as the year draws to a close, Neal will look ahead to 2020 and consider the prospects and
    challenges the new year may bring.
  • Emerging markets review and outlook
    Emerging markets review and outlook
    Colm McDonagh, Head of Emerging Market Fixed Income Recorded: Jan 22 2020 18 mins
    Join Head of Emerging Market Fixed Income, Colm McDonagh as he reviews recent developments within emerging market debt and offers an outlook for the asset class.
  • Q4 Investment Update
    Q4 Investment Update
    Fernando Leon, Analyst & Portfolio Manager and Cassie Berthoux, Head of Business Development Jan 29 2020 10:30 am UTC 60 mins
    Q4 Investment Update
  • Opportunities in the UK Mid Cap Market in 2020
    Opportunities in the UK Mid Cap Market in 2020
    Henry Lowson Jan 29 2020 11:00 am UTC 45 mins
    2019 proved to be the classic match of two halves – H1 performance was led by growth stocks, while in H2 the focus shifted to value. But where should we be looking in 2020, and what opportunities do medium sized companies in the UK offer compared to their counterparts beyond these shores? Henry Lowson, Senior Fund Manager of our UK Mid-Cap Growth Fund, runs the rule over the last 12 months, picks out the key themes for the next year and explains how he and his team look to take advantage of these opportunities.
  • 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.
  • Evolving PRI Reporting: your views on the next steps
    Evolving PRI Reporting: your views on the next steps
    The PRI Jan 29 2020 4:00 pm UTC 60 mins
    As part of our 10-year Blueprint for responsible investment – looking at how to take responsible investment forward over the next decade – we committed to undertake an extensive review of our Reporting Framework. This includes the reporting indicators themselves, our assessment methodology, the reporting outputs and the platforms to support this.

    The Reporting Framework review began with a first consultation phase between March and July 2019. The PRI has since then taken a number of steps to carefully put together a more developed proposal of what a new Reporting and Assessment framework could look like. The proposal has been heavily based on signatory feedback during the first consultation phase, with oversight from the PRI Board and support from the Reporting and Assessment Advisory Committee. We are now in the second consultation phase, asking signatories to indicate their level of support for the proposal that the PRI has put forward.

    This webinar will:
    • serve as an update on the overall Reporting and Assessment review, including the steps taken so far and what’s next;
    • outline the current Reporting and Assessment proposal out for consultation;
    • test the ideas/collect feedback through polling questions about the proposal; and,
    • answer any questions the audience might have in regards to the proposal.

    Presenter:
    Senita Galijatovic, Head of Reporting and Accountability, PRI
  • Sustainability Materiality: ESG Data Part 4
    Sustainability Materiality: ESG Data Part 4
    Responsible Investor Jan 29 2020 4:00 pm UTC 75 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
  • Insight's Broad Opportunities Strategy quarterly update
    Insight's Broad Opportunities Strategy quarterly update
    Matthew Merritt, Head of Multi-Asset Strategy Jan 30 2020 10:30 am UTC 30 mins
    This is an opportunity to hear from Matt Merritt, Head of Multi-Asset Strategy Team, and Portfolio Manager Michael Ford, who will provide an update on our views market environments continue to evolve, and outline how these developments are shaping your diversified growth.
  • 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.
  • 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
  • DBRS Morningstar: 2020 Outlook for European Structured Finance & Covered Bonds
    DBRS Morningstar: 2020 Outlook for European Structured Finance & Covered Bonds
    Gordon Kerr, Head of Global Structured Finance Research Jan 30 2020 3:00 pm UTC 75 mins
    DBRS Morningstar invites you to attend a webinar on the 2020 outlook for European structured finance and covered bonds on 30 January 2020 at 10 a.m. EST/3 p.m. GMT/4 p.m. CET. The webinar will be hosted by Gordon Kerr, Head of Global Structured Finance Research, in London. Gordon will be joined by Christian Aufsatz, Head of European Structured Finance, Paolo Conti, Head of European ABS, Ketan Thaker, Head of European RMBS, Alessio Pignataro, Head of NPL securitisation and Carlos Silva, Head of European Structured Credit.

    The discussion will focus on DBRS Morningstar’s expectations for the year ahead in European securitisation and covered bond markets.
  • Engaging the Asian FMCG sector on Sustainable Palm Oil
    Engaging the Asian FMCG sector on Sustainable Palm Oil
    PRI, WWF Singapore Jan 31 2020 9:00 am UTC 60 mins
    Investors play an important role in driving sustainable palm oil production practices, however insufficient demand for sustainable palm oil prevents these efforts from reaching their full potential. Buyers in Asia - who will fuel growth in demand over the coming decades - lag compared to their international peers on sustainable sourcing commitments. With 61% of palm oil globally being consumed by ten Asian nations, this creates a leakage market for unsustainable palm oil.

    This webinar aims to highlight the opportunities for investors to catalyse greater engagement with Asian downstream buyers of palm oil, with a focus on Fast Moving Consumer Goods (FMCG) companies. WWF Singapore will provide an overview of their research findings on palm oil sourcing policies and practices in Asia-based FMCG companies.

    The webinar also serves to launch the next stage of the PRI's Investor Working Group on Sustainable Palm Oil, which will focus on engaging with buyers of palm oil in the Asian FMCG sector.
  • Carmignac: Deciphering financial  markets in 2020
    Carmignac: Deciphering financial markets in 2020
    Didier Saint-Georges, Member of the Strategic Investment Committee Feb 3 2020 3:00 pm UTC 45 mins
    Join our upcoming webinar with Didier Saint-Georges, who will present our investment views and provide a summary of our current global investment strategy.
  • ESG and the Evolution of Small Cap Investing
    ESG and the Evolution of Small Cap Investing
    Pam Hegarty and Eric McLaughlin Feb 4 2020 3:30 pm UTC 30 mins
    Investing today is moving beyond strictly modelling future cash-flows and earnings, to a paradigm where one must strive to understand and consider environmental, social and governance factors (ESG) as part of their investment rationale. Our consideration of ESG is driven by client preferences, as well as by our changing world. This can be a complicated matter for small cap investors and, because the evolution of the topic of ESG has been swift, smaller companies can have fewer resources available to deal with its ramifications.

    During this webcast, our US Equities team will discuss the four key elements of our approach to ESG integration: screening criteria, risk assessment, opportunity identification, and engagement. We will also discuss the challenges in applying ESG to the small cap universe, including lack of disclosure on the part of companies, less availability of third party data and research, and how we manage those challenges.
  • The 2020 PRI reporting cycle: overview, update and Q&A
    The 2020 PRI reporting cycle: overview, update and Q&A
    The PRI Feb 4 2020 4:00 pm UTC 60 mins
    If you are a mandatory reporter responding to the PRI Reporting Framework in 2020, join our reporting cycle overview, update and Q&A session. This webinar is also a learning opportunity for signatories responding to the framework during their voluntary reporting period.

    We will take you through what you need to know in order to prepare for the 2020 reporting cycle, including:

    • A brief introduction to reporting;
    • how to access the reporting tool;
    • the changes made to the Reporting Framework for the 2020 reporting cycle;
    • a brief update on the Reporting Framework review;
    • the resources available for reporting; and
    • a Q&A session.

    The 2020 PRI reporting cycle starts on 6 January and ends on 31 March 2020. This webinar will be applicable to asset owner, investment manager and service provider signatories.

    Presenter:
    Danielle Watkins, Analyst, Reporting and Assessment (The PRI)
  • Central banks, ESG integration & the future of green monetary policy
    Central banks, ESG integration & the future of green monetary policy
    Responsible Investor Feb 5 2020 3:00 pm UTC 75 mins
    To kick-off 2020, RI is bringing together global central banking leaders to consider how ESG and climate risk integration into central banking and monetary policy could influence the investment decision-making of global investors.

    Join the debate on how investors can respond to green monetary policy and a new wave of action on climate targets from the world’s central bankers in the 2020s. Hear from the experts on what’s in store for 2020 as central banks and prudential regulators ramp up action on climate risk and sustainable finance.

    This webinar is a chance for the global investment community to better understand what’s in store and to discuss investor responses to the greening of central bank balance sheets.

    Speakers

    Serafín Martínez Jaramillo, Senior Financial Researcher, CEMLA, Financial System Risk Analysis, Banco de México

    Romain Svartzman, Economist, Sustainable Finance Division, Banque de France

    Dr Ulrich Voz, Director, Centre for Sustainable Finance, SOAS

    Ulf Erlandsson, CIO, Diem Green Credit

    Moderator

    Vibeka Mair, Journalist, Responsible Investor
    ...

    Background

    As fiscal policy makers and macroprudential regulators within the Network for Greening the Financial System get down to business, investors are waking up to the potential for climate-aligned monetary policy that could nudge economies towards alignment with the net zero emissions targets committed to in the Paris Agreement.
  • Global Markets and the Implications for Asset Allocators – Q1 2020
    Global Markets and the Implications for Asset Allocators – Q1 2020
    Yoram Lustig & Andrew Armstrong Feb 6 2020 10:00 am UTC 60 mins
    Please join us on Thursday 6th February at 10:00am GMT / 11:00am CET to hear the latest update from our Multi-Asset Solutions team.

    Yoram Lustig, Head of Multi-Asset Solutions EMEA, and Andrew Armstrong, Solutions Analyst, will discuss the key themes they expect to drive markets in the coming months and assess the implications for investment portfolios. They’ll be examining the prospects for equities, fixed income, real assets and currencies in the context of the current global economic backdrop.

    You will also be able to put your questions directly to Yoram and Andrew during the session.
  • Accessing the Taiwanese equity market via an ESG index
    Accessing the Taiwanese equity market via an ESG index
    Alex Chen, Ph.D., CFA (FTSE Russell), Frank H. Lin (Yuanta Securities) Feb 6 2020 10:30 am UTC 35 mins
    With the growing demand, both in Asia and globally, for ESG considerations to be integrated into investment strategies, FTSE Russell has partnered with Taiwan Index Plus Corp. (TIP) to develop the first domestic Taiwan benchmark using the FTSE ESG Ratings and Data model.

    The FTSE4Good TIP Taiwan ESG Index is designed to measure the performance of companies on the Taiwan Stock Exchange that meet the globally recognised ESG inclusion standards used by the FTSE4Good Index Series.

    How can investors access the Taiwanese market while incorporating sustainable investment considerations?

    Join experts from FTSE Russell and Yuanta Securities as they discuss the cutting-edge methodology behind the FTSE4Good TIP Taiwan ESG Index and the potential benefits of investing in the Taiwanese market via an Exchange Traded Fund (ETF).

    Speakers:
    Alex Chen, Associate Director, Research & Analytics, FTSE Russell
    Frank Lin, Senior Manager, Index and Quantitative Investment, Yuanta Securities

    For more information about the index, please visit https://www.ftserussell.com/products/indices/ftse4good

    *** Please note that this webinar is addressed exclusively to professional/institutional investors in Europe and/or jurisdictions where Yuanta Securities' products are approved for distribution. ***
  • Liquidity, risk and return - optimising Cash portfolios
    Liquidity, risk and return - optimising Cash portfolios
    Craig Inches and Tony Cole Feb 11 2020 2:00 pm UTC 45 mins
    Craig Inches, Head of Rates and Cash, and Tony Cole, Senior Fund Manager, introduce the Royal London Sterling Liquidity Money Market Fund, a Low Volatility Net Asset Value Fund with daily dealing, and how this complements the existing Royal London Cash fund range. They explain how clients can optimise their Cash portfolios through a clear risk-adjusted ‘cash laddering’ approach, and examine how they are incorporating ethical screens to deliver client needs and changing investment policy guidelines.
  • Scaling-up Sustainable Finance: The Role of Pension Trustees Part 2
    Scaling-up Sustainable Finance: The Role of Pension Trustees Part 2
    Dana Hanby, Stuart O'Brien, Joshua Kendall, Charlene Cranny Feb 12 2020 2:00 pm UTC 60 mins
    “It is in the power of Trustees to change the World” – these strong words were said by Guy Opperman, MP the Minister for Pensions and Financial Inclusion, at the Association of Member Nominated Trustees conference on 31st October last year. But is the Financial Sector and Trustees themselves in agreement with this view? Considering the level of the collective assets under the management of Pension Funds, any changes to the Pension Trustees’ Duties are in a great deal of focus ….or are they?

    On 22 of January, in Part 1 of this debate, we discussed changes to the regulations that oblige Pension Trustees to consider financially material ESG issues while assessing risk-adjusted returns. We heard a perspective of an independent Trustee (PTL) on the challenges of the implementation of this new regulation and a view of an Asset Manager. The FCA provided an insight on new duties for Independent Governance Committees, green washing, stewardship and other aspects. You are welcome to listen to the recording of this debate here https://www.brighttalk.com/webcast/17363/380534


    We follow up on this debate in a podcast on 12th February and consider how does the job of pension trustees change (if at all)?

    Is the understanding of the fiduciary duty evolving?
    What is the guidance of The Pension Regulator (TPR)?
    What are the outcomes of research carried out with Pension Trustees (due to be published at the end of January 2020)
    How are Asset Managers adjusting their service?
    Can it create winners and losers in the Asset Management space?
    How can Asset Managers work with Pension Schemes to deliver meaningful changes?

    We will be discussing these and many more questions with our esteemed panel:

    Stuart O’Brien – Partner, Finance & Investment – Sackers; & Chair of Pensions Climate Risk Industry Group
    Joshua Kendall – Senior Analyst, ESG, – Insight Investment
    Charlene Cranny – Communication & Campaigns Director – UK SIF
    Moderated by Dana Hanby – MD, ESG Nexus
  • Global equities: themes and opportunities in 2020
    Global equities: themes and opportunities in 2020
    Peter Rutter Feb 12 2020 2:00 pm UTC 45 mins
    2019 proved to be a very strong year for global equities, which posted their third-best annual returns over the last 30 years. But what does 2020 have in store and where do we go from here? With over 5,000 companies to consider, global equity fund managers face a huge challenge to find the winners and avoid potential losers. How can they stand out? The answer – by thinking differently.

    Peter Rutter, Head of Equities, will discuss what the market themes are and where opportunities lie in the year ahead for global equity investing. He will also explain the differentiated, proven and repeatable process that the RLAM global equity team has developed to find stocks ‘off the beaten track’ that they think have the potential to deliver long-term performance.
  • ESG integration: investment constraint or alpha opportunity?
    ESG integration: investment constraint or alpha opportunity?
    Responsible Investor and Refinitiv Feb 12 2020 3:00 pm UTC 60 mins
    This webinar will assess ESG data integration by global investors in managing risks and creating alpha across portfolios. The discussion will dig into Refinitiv’s ESG database covering more than 7,000 public companies across all markets to consider how investors are able to use this information across asset classes to boost returns and manage risk.

    As pressure grows for the integration of ESG factors into company valuation and sustainable and impact investing continues to attract more assets, the call to investors and corporates to address ESG data quality, consistency and accuracy becomes louder. Within these global trends, can ESG scores cut through the noise and boost long-term returns?

    Join us for this expert update on the state of the art in ESG integration across asset classes.

    Speakers

    Hugh Smith, Director, ESG, Investment Management, Americas, Refinitiv

    Gautam Dhingra, Founder and CEO, High Pointe Capital Management

    Christopher J. Olson, Principal and Portfolio Manager, High Pointe Capital Management
  • Robeco Global Consumer Trends: uncovering the quality compounders
    Robeco Global Consumer Trends: uncovering the quality compounders
    Jack Neele, Portfolio Manager Consumer Trends; Richard Speetjes, Portfolio Manager Consumer Trends Feb 13 2020 9:00 am UTC 45 mins
    The Robeco Global Consumer Trends strategy identifies structural growth trends in consumer spending driven by demographic or technological changes.

    But what type of companies do we look for within the selected trends? In a nutshell, we strive to find so-called ‘quality compounders’ – quality growth stocks that are able to compound shareholder value on a consistent basis.

    We firmly believe quality compounders offer the best way to generate superior long-term investment returns for our clients. To achieve this, we first focus on the trends that offer the highest growth potential and then identify the structural winners of these trends.

    In this webinar, Jack Neele and Richard Speetjens explain the broad long-term megatrends the strategy focuses on, as well as the steps we take to uncover the quality compounders of these megatrends and build our portfolios. Finally, we also provide some insights on three specific trends investors should keep an eye on in 2020.

    Themes we will discuss
    -Which long-term megatrends are relevant for investors?
    -How do you uncover the quality compounders in your portfolio?
    -What are the three specific trends investors should take into account for 2020?
  • Technology Outlook 2020 - Beyond the FAANGS
    Technology Outlook 2020 - Beyond the FAANGS
    HANetf and Anthony Ginsberg, Founder, GinsGlobal Investment Management Feb 13 2020 4:00 pm UTC 45 mins
    This webinar will cover the following key technology trends and developments in 2020. We will discuss in detail how each of the following tech themes will play crucial roles in the areas of Technology Innovation and Disruption during 2020 and beyond. We will discuss:

    •The Power of the Cloud
    •Internet of Things & 5G
    •Automotive Disruption - Future Cars
    •Power of AI & Big Data
    •HealthTech & Customized Medicine
    •Social Media & Advertising
    •Internet Privacy, Online Trust & Ethics
    •How investors can access 'Industry 4.0.' with a thematic ETF
  • TPI Industrials Webinar
    TPI Industrials Webinar
    TPI Feb 13 2020 4:00 pm UTC 60 mins
    Join the Transition Pathway Initiative for a webinar on our latest report covering carbon intensive Industrial sectors. These sectors are Cement, Paper, Steel, Aluminium and, for the first time, Chemicals.

    The webinar will include an introduction to the TPI and the methodology. There will then be a high level overview of the report’s findings. Participants will be able to ask questions to the LSE research team.

    We hope that you will join us.
  • 2020 and beyond: The Future of DC Governance
    2020 and beyond: The Future of DC Governance
    Laura Andrikopoulos Feb 18 2020 11:00 am UTC 30 mins
    What does 2020 have in store for DC Governance? We will discuss TPR’s final response on the Future of Governance and Trusteeship consultation and what we might expect from the additional guidance expected in 2020 to support schemes in their legal requirement to “demonstrate an effective system of governance”. We also consider the increasing interest in corporate governance committees to oversee Master Trust and GPP arrangements, and how to maximise the governance effectiveness of such committees.

    This webinar is suitable for both trustees and corporates interested in the evolution of DC Governance in 2020 and beyond.
  • Disability Inclusion: a strategic ESG perspective for investors
    Disability Inclusion: a strategic ESG perspective for investors
    PRI, AAPD Feb 19 2020 4:00 pm UTC 60 mins
    This webinar will explore disability inclusion in the workplace as a critical social issue for investors which needs to be examined with a strategic perceptive, mitigating risks and realising the opportunities that disability brings. The speakers will discuss increasing evidence that embracing equality and diversity contributes to the long-term success of corporations, key initiatives such as the Disability Equality Index and the Investor Statement on Disability Inclusion and how investors can not only seek to align their portfolios but also to promote this practice within their own firms.

    Speakers include:

    - Fiona Reynolds, CEO, PRI
    - Ted Kennedy Jr, Chair of the Board of the American Association of People with Disabilities (AAPD) and Member of the Firm in the Health Care and Life Sciences practice, Epstein Becker Green