This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.
Peter Yi, CFA - Director of Short Duration Fixed IncomeRecorded: Jun 24 20193 mins
Short-term rates were unchanged last week by the Federal Open Market Committee. We think this was a missed opportunity for the Fed to get in front of the market. Peter Yi, director of short duration fixed income, explains.
Ian Lance and Nick Purves, Portfolio Managers, RWC Equity IncomeRecorded: Jun 24 201937 mins
The UK equity market is currently at its biggest ever discount versus the MSCI World Index whilst value as a style hasn’t been this cheap versus growth for almost twenty years. In this webinar, Nick and Ian will discuss the rationale for value investing given how out of favour it is and why now might be an attractive entry point to this strategy.
Below are some of the questions they will address:
- ‘What will be the catalyst for value to start performing again?’
- ‘Does technologic disruption mean that value investing is dead?’
- ‘Does this remind you of 1999 – why might this time be different?’
- ‘When should I switch from quality in to value?’
First Trust Portfolio Manager, Anthony Beevers, will discuss how Value and Momentum Factors have the potential to generate attractive excess returns over the long, medium and short term across a broad range of markets.
He will also give you an insight in how the First Trust’s AlphaDEX® UCITS ETF methodology seeks to capture a pure exposure to these factors, while reviewing the performance of Value and Momentum across US and Global equity markets.
RBC Global Asset Management and BlueBay Asset ManagementRecorded: Jun 19 201945 mins
Please join us for a live emerging markets webinar on June 19, 2019. Investment professionals from RBC Global Asset Management and BlueBay Asset Management will offer their insight into the distinct forces shaping the emerging markets landscape. Topics will include:
- EM Equity Style Outlook: Growth vs. Value
- EM Debt Outlook: Sovereign, Corporate, Hard and Local Currency
- EM Opportunities Beyond Hard Currency Sovereigns
- Macro Changes: Elections, Reforms, and Technology
- China: A Macro View
Mikhail Bezroukov, Yield Book Product Specialist, FTSE RussellRecorded: Jun 19 201946 mins
Transaction-level approaches to liquidity ratio analytics within fixed income market.
• The Yield Book is offering a new Liquidity Ratio metric which is able to incorporate both traded price and volume information and adjusts for yield curve and sector-wide movements
• Innovative approach to inferring a liquidity score for bonds that do not have observed trades
• The measure produces intuitive results allowing for comparison across bonds and markets
Gordon Kerr, Head of European Structured Finance ResearchRecorded: Jun 19 201937 mins
DBRS Ratings Limited (DBRS) invites you to attend a webinar updating you on its Global ABS 2019 Recap on 19 June 2019 at 3 p.m. BST/4 p.m. CEST/10 a.m. EDT. The webinar will be hosted by Gordon Kerr,
Senior Vice President and Head of European Structured Finance Research, in London.
For those who were unable to attend the prime securitisation industry event of the year, or perhaps spent the majority of it in meetings, DBRS offers the opportunity for its analysts to provide their key takeaways from the event.
On the call, Gordon will be joined by Christian Aufsatz, Head of European Structured Finance; Paolo Conti, Head of European ABS; Carlos Silva, Head of European Structured Credit; Alfonso Candelas, Head of European Structured Finance Surveillance; Kali Sirugudi, European RMBS; and Mudasar Chaudhry,
European Structured Credit. The discussion will cover all sectors and provide DBRS’s perspective on important highlights.
The discussion will last approximately 25 to 30 minutes and will be followed by an interactive questionand-answer session. DBRS welcomes all who wish to participate.
Rishikesh Patel, Portfolio Manager, LGMRecorded: Jun 19 201934 mins
Sentiment in emerging markets has a habit of swinging from euphoria to despair on a catchy headline. Rishikesh will discuss why the emerging markets story is so compelling, the key risks in the market and how to navigate them successfully.
UnaVista | LSEG, LuxoftRecorded: Jun 18 201942 mins
SFTR Data Preparation, Enrichment and Interoperability
Given the very manual nature of workflows used for security financing transactions in general and security lending transaction and given the level of detail being required to be reported under SFTR many firms will struggle to obtain the data points needed for reporting. Service providers are offering data enrichment services to help clients navigate the reportable data points.
Another aspect key to trade matching between TRs is generation and transmission of UTI details between counterparties.
In this webinar, we discuss some of the key critical issues relevant to SFTR data preparation.
• UnaVista Host: Marcus Jeffery, Global Head of Pre-Sales, Director, London Stock Exchange at UnaVista
• UnaVista Presenter: Steve Holland, Product Manager, London Stock Exchange
• Guest presenter: Geoff Hutton, Regulatory Specialist at Luxoft
Low-carbon and multifactor investing have registered rapid growth in recent years but their combination in a single strategy represents a challenge as popular factors tilt portfolios towards carbon-related assets and carbon-intensive activities.
In this webinar, Responsible Investor will hear from Frédéric Ducoulombier, ESG Director of Scientific Beta about a portfolio construction that is consistent with the support of the transition to a low carbon economy, materially reduces exposure to transition risks and protects scientifically validated sources of financial performance:
- ESG incorporation philosophy protecting against greenwashing and datamining.
- Decarbonisation approaches incentivising the transition and reducing asset stranding and carbon intensity risks.
- Construction steps delivering Low Carbon multi-smart factor indices with high resilience to transition risks and outperformance relative to market indices.
Join the webinar and put your questions to the smart beta investment specialist.
Gregg Guerin, Senior Product SpecialistRecorded: Jun 14 20195 mins
The internet has changed the world and become one of the fastest adopted technologies of all time. As the backbone for many cutting edge exponential technologies of the 21st century, First Trust truly believes that the full set of opportunities has yet to be realized, leaving a bright future for this incredible technological innovation.
In this video, Gregg Guerin will discuss the progression of the internet evolution, the themes that are interconnected to the internet growth, and the potential revenue generation.
UnaVista | LSEG, Kaizen ReportingRecorded: Jun 13 201957 mins
The decision to keep the reporting in house versus delegation will depend on various factors like, type of the firm, size of the firm, number of SFTs traded and firm’s view towards data security. Risk concerns will play an important role considering the sensitive information that is required to be transmitted in a delegation scenario.
In this webinar, we'll be discussing some of the key factors, challenges and critical issues as well as 'pros and cons' around delegated reporting.
• Host: Marcus Jeffery, Global Head of PreSales, Director, London Stock Exchange at UnaVista
• UV presenter: Tom Wieczorek, MD Global Product Management, UnaVista at London Stock Exchange Group
• Guest presenter: Jonathan Lee, Senior Regulatory Reporting Specialist (SFTR) at Kaizen Reporting
Jason Griffin, Director of Business Development & Capital MarketsRecorded: Jun 12 201938 mins
The white-label ETF revolution has come to Europe, opening the door for new asset managers and new ideas. In this webinar, we look at the unique ETF strategies that have been brought to market through the HANetf platform.
Carlos Moreno and Thomas BrownRecorded: Jun 12 201940 mins
In this webinar, Carlos Moreno and Thomas Brown, fund managers of the LF Miton European Opportunities Fund, will explore how they find opportunities across the market cap spectrum, despite concerns over factors such as Italian debt, and a gloomy view regarding the immediate future of the German economy.
Gregg Guerin, Senior Product SpecialistRecorded: Jun 11 20193 mins
2018 saw the return of volatility, with stock markets worldwide posting disappointing returns amidst record highs and sharp reversals. However, 2019 has started strongly with a v-shaped recovery in Q1. How have Thematic Indices performed among these fast changing market conditions?
In this video, First Trust sheds some light on this question and reviews how a variety of themes have performed in 2018 and through Q1 2019.
Michael Hunstad, PhD and Jordan Dekhayser, CFA, Northern Trust Asset Management; Brendan Maton, IPERecorded: Jun 5 201963 mins
Many of the world’s largest institutional investors have adopted factor-based portfolio construction, shifting the conversation from “why” invest in factors to “how”.
In this deep dive into portfolio construction, Michael Hunstad, PhD, head of quantitative strategies and Jordan Dekhayser, CFA, Head of Quantitative Equity Research and Strategy at Northern Trust Asset Management will uncover some of the key pitfalls to avoid and the most critical components to consider in any factor portfolio. Key topics include:
- When factors underperform
Discover how implementing a multi-factor approach may help mitigate periods of single factor underperformance.
- Targeting pure factors
Learn about our Factor Efficiency Ratio that helps provide desired factor exposures whilst minimising unintended risk.
- Factors and ESG
How can investors efficiently combine factors and ESG to achieve their objectives?
Michael Hunstad, PhD, Head of Quantitative Strategies, Northern Trust Asset Management; Jordan Dekhayser, CFA, Head of Quantitative Equity Research and Strategy; Brendan Maton, IPE
One of the UK’s largest and oldest high street banks is investing over £3 billion to deploy new technology that will make banking simpler and easier for customers and drive operational efficiencies. Improving digital services and creating a digital workplace are central to this transformation.
Research by networking specialists, Aruba, finds there are clear benefits to being a ‘digital revolutionary’ – an employee who works in a fully-enabled digital workplace – versus a ‘digital laggard’ - those that have less access to workplace technology. These include increased productivity, collaboration and job satisfaction.
The bank wanted to introduce an alternative to the existing mobile phone offering for better colleague choice, to improve collaboration and increase productivity. They came to TeleWare based on our expertise in mobile communications to specifically help them to:
•Move from wired to wireless communications technology
•Support them in adopting modern working practices
•To provide an alternative to the existing mobile phone offering
•To provide greater colleague choice
In this exclusive interview with pivotal TeleWare stakeholders on this project, find out how TeleWare are helping this major bank transform its mobile communications offering for colleagues.
Financial Services professionals
HR professionals interested in employee engagement
What you’ll take away:
Unique insight into how a tier 1 bank is using Re:Call to improve employee engagement and mobility can have positive impacts on your bottom line.
Hosted by Mark Elwood, Marketing Director, TeleWare
Nick Reaks, Sales and Customer Director, TeleWare
Alan Clarke, Technical Project Lead, TeleWare
Jim Wright, manager of the LF Miton Global Infrastructure Income FundJun 26 20199:00 amUTC45 mins
In this webinar, Jim Wright, manager of the LF Miton Global Infrastructure Income Fund, will discuss the effect of the changing political landscape on infrastructure assets as well as outline his current positioning and outlook for the fund.
Andrew Graham, Head of AsiaJun 26 20199:00 amUTC30 mins
Asian markets can promise much but often fall short of expectations for the average investor. Listen to Andrew Graham, Head of Asia, discuss how making select, long-term investments in high quality Asian companies can offer investors returns more reflective of the regions’ economic growth.
Alyssa Heath, Senior Policy Analyst, PRIJun 26 20199:00 amUTC60 mins
On 18 June, the Technical Expert Group on Sustainable Finance launched its recommendations for an EU Taxonomy – a classification system for environmentally sustainable economic activities.
This webinar will share key findings that are relevant for PRI Signatories, including:
1.How the Taxonomy was developed;
2.What type of activities are included; and
3.How the Taxonomy can be used by investors.
As trade tensions continue between the US and its major partners, investors have expressed concern about how trade 'wars' and tariffs may impact their portfolios. What impact could US policy have on global markets, and in particular on emerging market portfolios?
Hear from UBS experts during this webinar as they share diverse perspectives on public policy, and provide analysis on market environments and asset class attractiveness.
John Savercool, Senior Lobbyist, Head of US Office of Public Policy
Evan Brown, Head of Macro Asset Allocation Strategy
In this webinar, Head of Sustainable Investments, Mike Fox, will look at sustainable investment and technology. Mike will consider the arguments for and against ‘Big Tech’ in society and how to integrate the social considerations around technology into financial decision making.
Given the complex nature of reporting requirements for security financing transactions and how these relate to cleared trades under SFTR many firms will struggle to prepare for the right level of reporting. There are ways to simplify the process and ensure help is available especially to firms clearing through LCH’s RepoClear that can be offered assisted reporting for SFTR.
In this webinar, we'll be discussing some of the key factors, challenges and critical issues as well as LCH’s collaboration with UnaVista that will significantly simplify reporting obligations under SFTR for RepoClear members. UnaVista has a proven track record of partnering with the industry to reduce the burden on clients’ internal infrastructure.
• Host: Marcus Jeffery, Global Head of PreSales, Director, London Stock Exchange at UnaVista
• UnaVista speaker: Tom Wieczorek, MD Global Product Management, UnaVista at London Stock Exchange Group
• Guest presenter: James Stacey, Regulatory Business Analyst, LCH
HANetf, Jay Pelosky, CIO, TPW Investment Management, Kyle Parker, Director of Research, EMQQJun 27 20192:30 pmUTC60 mins
The upcoming G20 Osaka meeting on June 28-29 will see Presidents Trump and Xi attempt to resolve the ongoing trade war between the world’s two largest economies.
We look at the interplay between tariff costs and stimulus benefits in regards to China’s growth profile, identify which sectors are most at risk from a prolonged trade dispute, examine the implications for the ROW and assess the cross asset impact on global portfolios.
Raffaele della Croce| Callum Macpherson | Paolo Taticchi| Paul Clements-Hunt | Oshani PereraJun 27 20193:00 pmUTC90 mins
Sustainable and Renewable communities have become a key component of the Sustainable Development Agenda 2030 (SDG Goal 11).
This development comes with no surprise - the UN estimates that by 2050, c.70% of the world’s population will live in urban areas. This means new opportunities for governments, communities and businesses alike, especially when it comes to smart technologies. However, at the same time, we are facing enormous infrastructure challenges.
The OECD and World Bank estimate that USD 6.9 trillion investment a year is required up to 2030 to meet climate and development objectives but current spending on infrastructure is only around USD 3.4-4.4 trillion. Governments have a large role to play in filling this gap, but they are often fiscally constrained and overwhelmed by societal challenges such as ageing populations, health and education.
Institutional investors already invest in infrastructure projects, with USD 2.5 trillion currently privately invested. However, investment canals, private-public partnerships and investments at scale and alignment with the SDGs to meet longevity and sustainability needs, especially from sustainable and smart cities projects, remain a key challenge.
We are bringing experts together across markets, segments and asset classes:
· to discuss the challenges and opportunities linked to sustainable and smart city projects
· to evaluate how building and financing sustainable and smart cities requires stakeholder engagement and new partnerships between governments, communities, businesses, investors, capital markets and society at large
· to promote a vision for “Universal Infrastructure Coverage” and SDG alignment*
Martina Macpherson, NSFMNexgen
Raffaele della Croce, OECD
Callum Macpherson, Investec
Paolo Taticchi, Imperial
Paul Clements-Hunt, FinElpi Partners
Oshani Perera, IISD
Join Triodos IM's Jacco Minnaar, Chair of the Management Board, and Hadewych Kuiper, Head of Commercial, for a live demonstration of how Triodos IM applies the Theory of Change impact steering framework.
The Theory of Change model has been adopted by the impact investment industry to apply logic and continuous feedback loops for effective impact measurement and management. A coherent, consistent practice of high-quality impact measurement and management must be implemented at the core of all organizations seeking to understand and improve their effects on people and planet. Effective measurement and management of impact data is essential if investors are to know whether they are actually achieving the impact they seek. The Theory of Change framework streamlines the processes for investors to translate their impact intentions into real impact results.
How will investors respond to green fiscal policy and a new wave of central bank action on climate targets? Join us to find out.
Following the G20 Osaka Summit, RI is bringing together global central banking leaders to consider how ESG and climate risk integration into central banking and monetary policy across G20 member states could influence the investment decision-making of global investors.
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 2 degree targets committed to in the Paris Agreement.
From the integration of climate risk management into the work of supervisory authorities to the incorporation of sustainability criteria into central banks’ portfolio management functions for the world’s largest treasuries, many G20 central banks are moving faster than the investment community. 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.
Henner Asche, Deputy Director General Markets, Deutsche Bundesbank
Richard Lacaille, Global Chief Investment Officer, State Street Global Advisors
Morgan Després, Head of Financial Regulation Policy and Coordination Division, Network for Greening the Financial System Secretariat, Banque de France
Sini Matikainen, Senior Analyst, Bank of England (TBC)
Moderator: Dr. Paola D’Orazio, Chair of Macroeconomics, Faculty of Economics and Management, Ruhr-Universität Bochum
Armit Bhambra and Vasiliki Pachatouridi, BlackRock; Brendan Maton IPEJul 5 201910:00 amUTC75 mins
Bond exchange traded funds (ETFs) transformed how all investors—from individual savers to pension funds—can access fixed income markets and the growth is set to accelerate from here.
In fact, according to the most recent Greenwich Associates European Institutional ETF research, 44% of institutional investors now use bond ETFs and a growing number of European institutions are using ETFs to replace individual bonds.(1)
Join us for a lively discussion around the fixed income market, how your peers are implementing bond ETFs in their portfolios and 4 key trends driving future bond ETF adoption.
- Armit Bhambra, Head of iShares UK Retirement, BlackRock
- Vasiliki Pachatouridi, Head of EMEA iShares Fixed Income Strategy, BlackRock
- Brendan Maton, IPE
1 Source: 2019 Greenwich Associates Institutional ETF Study, February 2019. Based on 127 responses.
Turning the risk of system collapse into an investable opportunity
Join us on this webinar to find out how investors are assessing ocean risks like acidification, biodiversity loss, and plastics pollution, and how leaders plan to align their portfolios with principles for a sustainable blue economy. Ahead of G20 and G7 meetings this summer, it is an important time for investors to discuss tools for mobilising private capital to support a sustainable, climate-secure Blue Economy. Speakers will also consider approaches to modelling the investment implications of the phase-out of fossil fuel-based plastics and other unsustainable activities.
The transition from a conventional, extraction-focused ocean economy to a sustainable, climate-secure Blue Economy is a tremendous economic and investment opportunity for all investors. This unique webinar will bring together leading investors to debate the risks and opportunities for profiting from ocean resources in a sustainable manner while unlocking long-term value into the future.
Charlotte Kaiser, Acting Managing Director, NatureVest
Rolando Morillo, Vice President, Rockefeller & Co
Christof Ruehl, former Global Head of Research, Abu Dhabi Investment Authority (ADIA), and former Group Chief Economist and Vice President, BP plc
Moderator: Dennis Fritsch, Researcher, Responsible Investor
Karen Ward, Emily WhitingJul 10 20192:00 pmUTC60 mins
Join Karen Ward, Chief Market Strategist for EMEA, as she explores the key trends and themes that are likely to shape the global markets in the coming months.
Karen will be joined by Emily Whiting, Investment Specialist for the Emerging Markets and Asia Pacific (EMAP) Equities team, who will provide an overview of the JPM Asia Growth Fund.
Please submit questions throughout the call to receive answers from Karen and Emily on the issues that matter to you.
The call will qualify you for 45 minutes of Structured CPD, accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investments (CISI).
By the end of the webconference, participants will be able to:
•Explain the economic impact of US-China trade tensions
•Describe the prospects for further fiscal and monetary stimulus in the world’s major economies
•List the market and asset allocation implications of the macroeconomic and geopolitical backdrop
Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove second-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
Rolf Agather, Managing Director, Research & Innovation, FTSE RussellJul 11 20191:00 pmUTC60 mins
Join Rolf Agather and a select panel of global asset owners, asset managers and ETF providers as they discuss some of the key stats from the 2019 Smart beta survey.
This year they'll also discuss our special 'Smart Sustainability' report, which looks at the impact of ESG on Smart beta.
Declan O'Brien, UBS Asset Management | Michael Kearne, Aberdeen Standard Investments | Rick Walters, GRESBJul 16 20193:00 pmUTC45 mins
Infrastructure drives productivity growth, and is, therefore, a critical element of a functioning economy. With the need for infrastructure running into the trillions over the next two decades - what projects should those funds be targeted to generate the best outcome? What what does that outcome look like?
This webinar brings together the brightest minds in the industry to discuss:
The Infrastructure Gap - what it looks like and how to close it.
Implications of new renewable energy advancements and 5G, and robotics
China 2025 and the Belt & Road Initiative.
Rick Walters, Infrastructure Director, GRESB
Jean-Francois Hautemulle, Principal, Terres Neuves Consulting
Declan O'Brien, Senior Analyst - Research & Strategy EMEA Infrastructure, UBS Asset Management
Michael Kearney, Senior Investment Director - Economic Infrastructure, Aberdeen Standard Investments
Jonathan Watts-Lay, WEALTH at work, Tim Middleton, PMIJul 17 20199:00 amUTC45 mins
The webinar will consider how employers and Trustees can help employees and pension scheme members overcome the risks they face at-retirement such as falling for a scam, buying inappropriate retirement products, paying more tax than necessary or ultimately running out of money.
Paul Smith (UNEP FI), Alan Miller, Stacy Swann (Climate Finance Advisors), tba (Global Commission on Adaptation)Jul 17 20192:00 pmUTC75 mins
Launch of the UNEP FI / GCA paper on adaptation finance.
Failure to adapt to climate change is one of the greatest risks to global economic growth and social stability. The Global Commission on Adaptation (GCA) was launched in October 2018 to accelerate adaptation action and support. At September’s UN Climate Summit in New York, Ban-Ki Moon, Bill Gates and Kristalina Georgieva will present the recommendations of the GCA's initial flagship report, which will make the case for prioritising climate change adaptation from the local to the global level. The UNEP Finance Initiative provided key inputs to the finance chapter of this report through a paper on adaptation finance, authored by Stacy Swann and Alan Miller of Climate Finance Advisors. Today, UNEP FI will launch the paper, which identifies barriers to increased financing for adaptation and presents six clear recommendations for the finance sector, including climate risk management, standards for data and metrics, capacity building, unlocking investment opportunities and delivering adaptation-related policies
Vivian Lin Thurston, CFA, Partner, Portfolio ManagerJul 17 20196:00 pmUTC60 mins
China offers a number of favorable market characteristics for global investors. Opportunities abound in China’s “new economy,” and the China has one of the largest, most liquid, and fastest-growing equity markets in the world. The China A-Share market has historically been uncorrelated, under-researched, and inefficient, and China A-Shares are under-represented in global equity indices, providing potential investment opportunities for quality growth investors.
In this webcast, Vivian Lin Thurston, CFA, partner and portfolio manager at William Blair Investment Management, discusses this backdrop. She also highlights several investible themes in China, including growing domestic consumption and the secular growth of healthcare spending.