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Institutional Investors

  • Planes, Ships & Autos: How Transportation Volumes Have Fared in the Pandemic
    Planes, Ships & Autos: How Transportation Volumes Have Fared in the Pandemic
    Andrew Lin Recorded: May 28 2020 50 mins
    DBRS Morningstar invites you to join a 40-minute discussion on the impact that the COVID-19 pandemic has had on global transportation infrastructure. During the webinar, senior analysts from the DBRS Morningstar Infrastructure Fiance team will focus on the pandemic’s impact on traffic volumes of toll roads, airports and container ports.
    The analysts will also present their outlook on the three sectors over the coming months and years. From a credit perspective, the analysts will summarize key business risks and financial ratios that DBRS Morningstar uses when rating companies and projects in these sectors, and will present case studies on some of the key issuers that they work with.
    The webinar will be followed by an interactive question-and-answer session.
  • Evolving PRI Reporting: progress update and Q&A
    Evolving PRI Reporting: progress update and Q&A
    Fiona Reynolds, CEO, PRI Recorded: May 28 2020 73 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 in 2019. We have now completed a second consultation phase, where signatories had the opportunity to indicate their level of support for the proposal of what a new Reporting and Assessment framework could look like. The proposal was 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.

    As part of our continued engagement with signatories to create a robust new Reporting Framework, we invite you to join one of our webinars with the PRI’s CEO, Fiona Reynolds to hear more about how PRI reporting is evolving. Fiona will be addressing important points raised in the second consultation, test the developments made in the Framework through polling questions, and engage with signatories via a Q&A session.

    This webinar will:
    • serve as an update on the overall Reporting and Assessment review;
    • outline the results from the second consultation phase and how these findings are being incorporated into the development of the Framework;
    • provide more detail on the Core/Plus model;
    • test the ideas through polling questions; and
    • answer any questions the audience might have regarding the development of the new Reporting Framework
  • Point sur la stratégie d'investissement Carmignac
    Point sur la stratégie d'investissement Carmignac
    Didier Saint-Georges, Axelle Pinon et Christophe Younes Recorded: May 28 2020 24 mins
    Depuis deux mois, nous vous proposons chaque semaine notre étude des marchés pour vous accompagner dans cette période très particulière. Nous pensons qu'il est important de continuer à vous communiquer notre analyse de la situation et la stratégie d'investissement mise en œuvre dans nos principaux fonds.
  • FTSE Target Exposure Indexes with National Grid UK Pension Scheme and LGIM
    FTSE Target Exposure Indexes with National Grid UK Pension Scheme and LGIM
    Marlies Van Boven, FTSE Russell; Kilian Thevissen, National Grid UK Pension Scheme; Fadi Zaher, LGIM Recorded: May 28 2020 46 mins
    The FTSE Target Exposure Indexes are a suite of benchmarks and investable indexes designed to target specific characteristics—such as factor, climate and ESG exposures—while minimizing all off-target, consequential exposures. Target exposures are completely flexible and can be combined to cater to specific client objectives.

    The FTSE Target Exposure Indexes were launched at the end of 2019 with the FTSE All-World Target Exposure Qual Vol Factor Index being adopted by National Grid UK Pension Scheme, a UK-based defined benefit pension fund, with LGIM serving as the investment manager.

    During this webinar we will learn about National Grid UK Pension Scheme's investment objectives and how FTSE’s Target Exposure index solution helped to meet those objectives.

    Speakers:

    • Moderator: Paul Alakija, director, asset owner group, FTSE Russell
    • Kilian Thevissen, investment manager, National Grid UK Pension Scheme
    • Fadi Zaher, head of index solutions & investment specialists, LGIM
    • Marlies Van Boven, PhD, managing director, Research and Analytics, FTSE Russell
  • R&M Update - UK Recovery & UK High Alpha
    R&M Update - UK Recovery & UK High Alpha
    Hugh Sergeant Recorded: May 28 2020 21 mins
    Hugh Sergeant, Head of Value & Recovery strategies, discusses the current value opportunity.
  • LF Miton UK Multi Cap Income Fund webinar with Gervais Williams
    LF Miton UK Multi Cap Income Fund webinar with Gervais Williams
    Gervais Williams Recorded: May 28 2020 39 mins
    In this webinar, Gervais will cover the current investment outlook, recent portfolio activity and portfolio positioning, whilst paying particular attention to UK dividends.
  • Carmignac Investment Update
    Carmignac Investment Update
    Didier Saint-Georges, Axelle Pinon et Christophe Younes Recorded: May 28 2020 23 mins
    For the last two months we have been providing our weekly market insights to accompany you in this very particular period. We believe it is important to continue providing our analysis of the situation and on the investment strategy implemented in our main funds.
  • European Capital Values Not Immune To Covid-19
    European Capital Values Not Immune To Covid-19
    Hans Vrensen, Dennis Schoenmaker Recorded: May 28 2020 42 mins
    4th update on Covid-19
  • Steven Bell macro update: adjusting to the new normal
    Steven Bell macro update: adjusting to the new normal
    Steven Bell, Chief Economist Recorded: May 28 2020 43 mins
    In the midst of the worst recession in modern times, Steven will examine the outlook for an economic recovery. What will change after the virus and what will stay the same? After all the recent ups and downs, what’s next for markets?
  • AAM/Kames market update with Stephen Jones and Sandra Holdsworth
    AAM/Kames market update with Stephen Jones and Sandra Holdsworth
    Stephen Jones and Sandra Holdsworth Recorded: May 28 2020 32 mins
    Stephen Jones, CIO of our Multi-Asset & Solutions and Equities investment platforms, will be joined by Sandra Holdsworth, Head of Global Rates - UK, to discuss the latest market updates and the impact across asset classes.
  • DWS Trend Talks con Xtrackers: Sectores, Factores y ESG
    DWS Trend Talks con Xtrackers: Sectores, Factores y ESG
    César Muro, Head of Passive Sales, Spain & Portugal Recorded: May 28 2020 50 mins
    Te invitamos a una nueva sesión de DWS Trend Talks con César Muro, DWS Head of Passive Sales Iberia, en la que exploraremos el impacto de la crisis de COVID-19 en la rentabilidad de diferentes ETFs de Sectores y Factores.

    A medida que aumenta la dispersión de la rentabilidad de una sola acción, la selección entre factores y sectores puede ayudar más que nunca a generar un exceso de rentabilidad. Esto es especialmente cierto en mercados volátiles como el actual que han demostrado que la pandemia es un catalizador de las tendencias existentes:

    _La creciente necesidad de atención médica, desde la investigación de vacunas hasta el abastecimiento de poblaciones que envejecen, y el aumento contínuo de los servicios de tecnología de la información y comunicación.

    _Preocupación por la rentabilidad del sector minorista y el financiero europeo, así como los activos potencialmente en desuso del sector energético tradicional

    _Continuación del buen comportamiento de las acciones momentum, low volatility, quality y ESG.
  • Liontrust Views - Update on Liontrust Special Situations Fund
    Liontrust Views - Update on Liontrust Special Situations Fund
    Anthony Cross & Matt Tonge Recorded: May 28 2020 28 mins
    In this webinar Anthony Cross & Matt Tonge will provide an update on the Special Situations Fund and the positioning of the portfolio in the current market environment.
  • Global Recovery and Global High Alpha - R&M Equities Update
    Global Recovery and Global High Alpha - R&M Equities Update
    Hugh Sergeant Recorded: May 28 2020 23 mins
    Hugh Sergeant, Head of Value and Recovery strategies at R&M, discusses the current value opportunity.
  • DWS ESG TALKS
    DWS ESG TALKS
    Oliver Plein, Head of Investment Specialists Active Equity, DWS & Michael Lewis, Head of ESG Thematic Research Recorded: May 28 2020 34 mins
    CREATING INVESTMENT PORTFOLIOS WHICH TARGET THE SDGs

    Please join us every week for our DWS ESG TALKS webinar series where Michael Lewis, Head of ESG Thematic Research, will be discussing the current issues impacting ESG. He will be joined by DWS ESG experts from across the platform incorporating all asset classes and business lines.

    On Thursday 28th May, Michael will be joined by Oliver Plein, Head of Investment Specialists Active Equity. They will discuss the routes to gaining exposure to the United Nations’ Sustainable Development Goals through listed equity.

    Agenda:

    _From ESG to SDGs
    _SDGs as a key framework for investors
    _How to measure impact for liquid asset classes?
    _SDG 2.0 – from SDG ambition to practice
  • Evolving PRI Reporting: progress update and Q&A
    Evolving PRI Reporting: progress update and Q&A
    Fiona Reynolds, CEO, PRI Recorded: May 28 2020 78 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 in 2019. We have now completed a second consultation phase, where signatories had the opportunity to indicate their level of support for the proposal of what a new Reporting and Assessment framework could look like. The proposal was 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.

    As part of our continued engagement with signatories to create a robust new Reporting Framework, we invite you to join one of our webinars with the PRI’s CEO, Fiona Reynolds to hear more about how PRI reporting is evolving. Fiona will be addressing important points raised in the second consultation, test the developments made in the Framework through polling questions, and engage with signatories via a Q&A session.

    This webinar will:
    • serve as an update on the overall Reporting and Assessment review;
    • outline the results from the second consultation phase and how these findings are being incorporated into the development of the Framework;
    • provide more detail on the Core/Plus model;
    • test the ideas through polling questions; and
    • answer any questions the audience might have regarding the development of the new Reporting Framework
  • ターゲット・エクスポージャ・インデックスのご紹介
    ターゲット・エクスポージャ・インデックスのご紹介
    FTSE Russellアジア・パシフィックリサーチ・ヘッド 田村浩道 Recorded: May 28 2020 38 mins
    今回のオンラインセミナーでは、FTSE Russellアジア・パシフィックリサーチ・ヘッドの田村浩道が下記の内容、および今年にローンチされたFTSEターゲット・エクスポージャ・インデックスについて紹介します。
    •「ターゲット・エクスポージャ・インデックス」は新しい発想に基づく指数構築方法
    •望ましいレベルのエクスポージャを実現することにより、“ティルト法”の発展及び利点
    •ファクターに留まらず、ESGを含めたサステナブル投資指標の応用
  • DBRS Morningstar CMBS Webinar Series: Q&A with the NA CMBS Credit Team
    DBRS Morningstar CMBS Webinar Series: Q&A with the NA CMBS Credit Team
    Erin Stafford Recorded: May 27 2020 64 mins
    DBRS Morningstar invites you to join our commercial mortgage-backed securities (CMBS) team for its next webinar, taking place on Wednesday, May 27 at 11:30am (EDT), which will follow a question and answer format. The conversation between Erin Stafford, Managing Director of North American CMBS, and other CMBS senior staff members will address questions and discussions we have been engaged in across the CMBS industry as the Coronavirus Disease (COVID-19) pandemic rapidly grew into a global crisis.

    Some of the questions DBRS Morningstar will address include:
    -- What are the similarities and differences between this and the Great Recession of 2008–09?
    -- How is DBRS Morningstar looking at new deals differently?
    -- Is the CMBS team considering methodology adjustments?
    -- Other than retail and hotel properties, what other property types are challenged by or benefit from the crisis?
    -- Will gateway markets fair better than secondary markets, or worse?
    -- What will the impact on commercial real estate be should this crisis lead to long-term secular changes in choices people make with respect to where they choose to live, work, shop, etc.?
    -- What does the new day-to-day look like during the coronavirus pandemic? Where is the CMBS team spending its time?
    -- When will DBRS Morningstar start to downgrade CMBS ratings? Does DBRS Morningstar take into consideration time tranching?
    -- How is DBRS Morningstar approaching sovereign ratings at this time?
    -- How is DBRS Morningstar managing recent remittance data from the servicers?
  • Using Exchange Traded Funds for Portfolio Construction
    Using Exchange Traded Funds for Portfolio Construction
    Hector McNeil, Co-CEO, HANetf & Oliver Smith, Investment Director, Sandaire Recorded: May 27 2020 58 mins
    For professional investors only. When you trade ETFs, your capital is at risk.

    By the start of 2020, there were more than US$6 Trillion of institutional and retail assets invested in ETFs*, much of that market share won from traditional mutual funds across the world. So, how are professional investors using ETFs in their portfolios?

    HANetf’s Co-CEO Hector McNeil and Oliver Smith, Investment Director at international multi-family office Sandaire will cover:

    •How ETFs can be used as the basis for a Strategic Asset Allocation (benchmark)
    •Why does Oliver use ETFs for certain exposures
    •What Oliver looks for when choosing an ETF
    •Which ETFs is he using mostly at the moment
    •Tips on using ETFS efficiently - i.e. trading
  • ESG & Credit: How To Mitigate Both Financial And Climate Risks
    ESG & Credit: How To Mitigate Both Financial And Climate Risks
    Brad Camden, director of fixed income and Valeria Dinershteyn, senior sustainability specialist, EMEA Recorded: May 27 2020 71 mins
    Institutional investors are increasingly looking at making their significant fixed income allocations part of their sustainable investing strategy. But whilst the recent market turmoil highlights the need to further include ESG in foundational risk management efforts, some challenges around data and portfolio construction still remain in the fixed income space.

    During this webinar our experts will explore how to:

    • Combine ESG and credit research to mitigate portfolio downside risk
    • Construct portfolios to avoid unintended risks
    • Minimize the carbon footprint in fixed income portfolios

    Presented by: Brad Camden, director of fixed income and Valeria Dinershteyn, senior sustainability specialist, EMEA, Northern Trust Asset Management

    Moderator: Brendan Maton

    IMPORTANT INFORMATION
    This material is directed to eligible counterparties and professional clients only and should not be relied upon by retail investors. The information is not intended for distribution or use by any person in any jurisdiction where such distribution would be contrary to local law or regulation. Northern Trust and its affiliates may have positions in and may effect transactions in the markets, contracts and related investments different than described in this information.

    Investing involves risk- no investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Simulated past performance and actual past performance is no guarantee of future results.

    Northern Trust Asset Management is composed of Northern Trust Investments, Inc. Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K, NT Global Advisors Inc., 50 South Capital Advisors, LLC and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company.

    © 2020 Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A.
  • Incorporating Climate Change into Investment Research
    Incorporating Climate Change into Investment Research
    Martina Macpherson, FICRS; Sara Rosner; David Wheeler, CFA Recorded: May 27 2020 60 mins
    Market participants around the world are recognising the far reaching impacts of climate change on financial and economic outcomes. In fact, environmental, social governance considerations are now a priority for most investors.


    Please join us for a discussion with Moody’s, 427 and AllianceBernstein to see how the investment value chain is incorporating climate change into decision-making. AllianceBernstein will discuss their collaboration with Columbia University on climate change and discuss their climate theme across its sustainable portfolios. Moody’s will provide an overview of the current market environment, its ESGC efforts and a deep dive into climate risk analytics.
  • Evolving PRI Reporting: progress update and Q&A
    Evolving PRI Reporting: progress update and Q&A
    Fiona Reynolds, CEO, PRI Recorded: May 27 2020 77 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 in 2019. We have now completed a second consultation phase, where signatories had the opportunity to indicate their level of support for the proposal of what a new Reporting and Assessment framework could look like. The proposal was 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.

    As part of our continued engagement with signatories to create a robust new Reporting Framework, we invite you to join one of our webinars with the PRI’s CEO, Fiona Reynolds to hear more about how PRI reporting is evolving. Fiona will be addressing important points raised in the second consultation, test the developments made in the Framework through polling questions, and engage with signatories via a Q&A session.

    This webinar will:
    • serve as an update on the overall Reporting and Assessment review;
    • outline the results from the second consultation phase and how these findings are being incorporated into the development of the Framework;
    • provide more detail on the Core/Plus model;
    • test the ideas through polling questions; and
    • answer any questions the audience might have regarding the development of the new Reporting Framework
  • COVID-19 and its impact for workers
    COVID-19 and its impact for workers
    Nina Roth Recorded: May 27 2020 37 mins
    Responsible Investment Director, Nina Roth will be joined by Christy Hoffman, General Secretary of UNI Global Union, a federation representing more than 20 million workers from 150 different countries in the skills and services sectors to discuss the impact on the pandemic on customer facing industries.
  • Powering Down Coal & Gas: Carbon Tracker’s Spring 2020 research update
    Powering Down Coal & Gas: Carbon Tracker’s Spring 2020 research update
    Responsible Investor in partnership with Carbon Tracker Initiative Recorded: May 27 2020 63 mins
    Powering Down Coal & Gas: an RI webinar presenting Carbon Tracker’s Spring 2020 updates of their global 'Powering Down Coal' report and a preview of their analysis on the gas power utilities..

    One expert speaker, a specialist moderator, and your questions answered!

    Heading into COP26, Carbon Tracker is releasing a series of updates on their Powering Down Coal report alongside new analysis on unabated gas in the global energy system and associated stranded assets risk. The coal research reviews the nominal and relative competitiveness of coal power generation, as well as the cost to replace and retire coal-fired capacity globally. The updates draw on data and analytics from Carbon Tracker’s Global Coal Power Economics Model (GPEM), a techno-economic simulation model which tracks ~95% of operating, under-construction and planned coal capacity at boiler-level.

    A G20 country case study on the phase-out of unabated gas by 2050 will be discussed alongside updates on Carbon Tracker's research schedule on stranded assets risks in global gas markets.

    Carbon Tracker will examine the headline data from these updates and consider implications for global energy investors through the 2020s.
    It will allow ample time for moderator and listener Q&A.

    Join the debate on the future of energy investing.


    Speaker: Matt Gray, Managing Director, Co-head of Power & Utilities, Carbon Tracker


    Moderator: Hugh Wheelan, Joint Managing Director and Co-founder, Responsible Investor


    Audience: Investors, companies, policymakers
  • Market watch series 11
    Market watch series 11
    Karen Ward & Paul Quinsee Recorded: May 27 2020 70 mins
    In this period of uncertainty, join us to discuss the latest COVID-19 developments and market implications in our weekly series. This week, Karen Ward will provide a market update, and will be joined by Paul Quinsee, Global Head of Equities
  • Actualización de estrategias de inversión de Carmignac
    Actualización de estrategias de inversión de Carmignac
    Ignacio Lana, Head of Country Spain & Portugal May 29 2020 7:30 am UTC 30 mins
    Durante los últimos dos meses, hemos estado compartiendo nuestra visión de mercado todas las semanas, para así poder acompañarle en este período tan particular. Creemos que es importante continuar actualizándole sobre nuestro análisis de la situación y estrategias de inversión implementadas en nuestros principales fondos.
  • Evolving PRI Reporting: progress update and Q&A
    Evolving PRI Reporting: progress update and Q&A
    Fiona Reynolds, CEO, PRI May 29 2020 9:00 am UTC 90 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 in 2019. We have now completed a second consultation phase, where signatories had the opportunity to indicate their level of support for the proposal of what a new Reporting and Assessment framework could look like. The proposal was 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.

    As part of our continued engagement with signatories to create a robust new Reporting Framework, we invite you to join one of our webinars with the PRI’s CEO, Fiona Reynolds to hear more about how PRI reporting is evolving. Fiona will be addressing important points raised in the second consultation, test the developments made in the Framework through polling questions, and engage with signatories via a Q&A session.

    This webinar will:
    • serve as an update on the overall Reporting and Assessment review;
    • outline the results from the second consultation phase and how these findings are being incorporated into the development of the Framework;
    • provide more detail on the Core/Plus model;
    • test the ideas through polling questions; and
    • answer any questions the audience might have regarding the development of the new Reporting Framework
  • Liontrust Views - Reasons to be cheerful as well as fearful
    Liontrust Views - Reasons to be cheerful as well as fearful
    Phil Milburn, David Roberts & Donald Phillips May 29 2020 9:00 am UTC 45 mins
    A V-shaped economic recovery is simply not going to happen, but alongside the myriad risks there are also some reasons for optimism. As well as covering these macroeconomic points, the Liontrust Global Fixed Income team will also give an update on the Strategic Bond funds’ activity and positioning.
  • Aggiornamento sulla Strategia di Investimento Carmignac
    Aggiornamento sulla Strategia di Investimento Carmignac
    Zaccaria Al Jundi, Business Development Manager May 29 2020 9:00 am UTC 30 mins
    Negli ultimi due mesi abbiamo fornito i nostri approfondimenti settimanali sul mercato per accompagnarvi in questo periodo molto particolare. Riteniamo importante continuare a fornire la nostra analisi della situazione e della strategia di investimento attuata nei nostri principali fondi.
  • De-risking market during the pandemic. Outlook for the BPA market in 2020
    De-risking market during the pandemic. Outlook for the BPA market in 2020
    Sammy Cooper-Smith, Rothsay Life | Myles Pink, LCP | Tim Middleton, Pensions Management Institute May 29 2020 9:00 am UTC 45 mins
    Myles Pink from LCP will look back on the record year for BPA volumes in 2019 and comment on the outlook for volumes in 2020 and beyond. He will set out the key drivers of pension scheme demand including an overview of the long term strategies that many pension schemes are following: so-called journey planning. In discussing these drivers, Myles will comment on what impact the outbreak of Covid-19 is expected to have had on these strategies and pension scheme demand for buy-ins and buy-outs.

    Sammy Cooper-Smith from Rothesay Life will go on to set out the perspective of the insurer by providing an overview of what drives value-for-money in the supply of insurance de-risking capacity to pension schemes. He too will comment on the impact of Covid-19 on these drivers. In particular, Sammy will focus on the impact of the pandemic on longevity reinsurance pricing and on the prices of assets that insurers invest in to support buy-ins and buy-outs.

    Attending this webinar will contribute 60-minutes towards your CPD requirements.
  • Xtrackers Capital Markets Monthly Update
    Xtrackers Capital Markets Monthly Update
    Bhaven Patel & Jamie Hartley, DWS May 29 2020 10:00 am UTC 15 mins
    With current market volatility and macroeconomic challenges, ETFs continue to be a key instrument in providing transparency, liquidity and efficiency.

    To capture this, the Xtrackers Capital Markets team will be hosting short monthly update calls discussing the current trading environment, flows, spreads and liquidity within ETFs across all asset classes.
  • Carmignac Investment Update (auf Deutsch)
    Carmignac Investment Update (auf Deutsch)
    Gergely Majoros, Member of the Investment Committee May 29 2020 1:00 pm UTC 30 mins
    In den letzten zwei Monaten haben wir unsere wöchentlichen Markteinblicke geteilt, um Sie in dieser Ausnahmesituation zu begleiten. Es ist uns ein Anliegen, Sie auch weiterhin über unsere Analyse der Situation und die Umsetzung der Anlagestrategie in unseren Hauptfonds auf dem Laufenden zu halten.
  • Evolución marco de reporte PRI – Actualización del proceso y Q&A
    Evolución marco de reporte PRI – Actualización del proceso y Q&A
    Eduardo Atehortua y Antonio Santoro, PRI May 29 2020 2:00 pm UTC 90 mins
    Como parte del plan a 10 años Blueprint for responsible investment – buscado cómo llevar la inversión responsable adelante en la próxima década – nos comprometimos a emprender una extensa revisión de nuestro metodología de reporte. Esto incluye los indicadores de informes, nuestra metodología de evaluación, los resultados de informes y las plataformas para respaldar este proceso.

    La revisión de a metodología de evaluación comenzó con una primera fase de consulta en 2019. Ahora hemos completado una segunda fase de consulta, donde los signatarios tuvieron la oportunidad de indicar su nivel de apoyo a la propuesta de cómo podría ser un nuevo marco de Informes y Evaluación. La propuesta se basó en gran medida en los comentarios de los firmantes durante la primera fase de consulta, con la supervisión de la Junta del PRI y el apoyo del Comité Asesor de Reporte y Evaluación.

    Como parte de nuestro compromiso continuo con los signatarios para crear un nuevo y robusto marco de evaluación, lo invitamos a unirse a uno de nuestros seminarios web para conocer más sobre la evolución de los reportes PRI. Abordaremos los puntos importantes planteados en la segunda consulta, validaremos los cambios realizados en a la metodología a través de preguntas de sondeo y resolveremos dudas de los signatarios a través de una sesión de preguntas y respuestas.

    Este seminario web:
    • servir como una actualización de la revisión general de la metodología de reporte y evaluaciones;
    • esbozar los resultados de la segunda fase de consulta y cómo se están incorporando estos hallazgos en el desarrollo de la nueva metodología;
    • proporcionar más detalles sobre el modelo Core / Plus;
    • validar el modelo a través de preguntas de sondeo; y
    • responder cualquier pregunta que pueda tener la audiencia sobre el desarrollo de la nueva metodología de evaluación
  • Insight Investment's risks and opportunities round-up
    Insight Investment's risks and opportunities round-up
    April LaRusse, Joshua Kendall, Matt Merritt and David Jamieson Jun 1 2020 1:00 pm UTC 45 mins
    Heightened volatility in markets has caused seismic shifts in the risks and opportunities facing investors, with many considering their hedging strategy, managing liquidity and how to accurately capture growth opportunities, including through synthetic exposures.

    To support decision making at this important juncture, we are launching a new online event to provide you with a succinct round up of key views across our LDI, Fixed Income and Multi-asset teams, including highlighting a special topic briefly all in one meeting.

    Our speakers will each highlight what they consider to be the critical issues at this time, allowing time to take your questions to ensure that we cover the issues most relevant and important to you.
  • Protecting workers’ rights through the COVID-19 crisis
    Protecting workers’ rights through the COVID-19 crisis
    The PRI, BMO Global Asset Management and MFS Investment Management Jun 1 2020 3:00 pm UTC 60 mins
    The COVID-19 crisis has disrupted the lives of workers across sectors and geographies. It has put an emphasis on the vulnerability and precariousness of the employment status of some workers and has also exposed, in many cases, the lack of adequate safeguards necessary to protect workers and their rights in times of crisis. During this webinar, we will explore the range of risks different categories of workers have been exposed since the beginning of the pandemic and address how investors can contribute to ensuring jobs, workers and their rights are protected and respected in the midst of the crisis. We will also discuss how these considerations might help anticipate longer-term risks, inform and help shape investor action around job and workers’ protection for the long-term recovery.

    Speakers include:
    Nina Roth, Director, Responsible Investment, BMO Global Asset Management
    Rob Wilson, Research Analyst, MFS Investment Management
    Moderated by: Nabylah Abo Dehman, Manager, Social Issues, PRI
  • Smart Investing - China Insight & Investment Solutions
    Smart Investing - China Insight & Investment Solutions
    Shuang Cai – President, China Post Global Jun 2 2020 9:00 am UTC 60 mins
    Shuang Cai - President, China Post Global provides insight on the China markets and discusses smart beta investment solutions.
  • SVM UK Opportunities Fund
    SVM UK Opportunities Fund
    Neil Veitch, SVM UK Opportunities Fund Manager Jun 2 2020 9:00 am UTC 60 mins
    Neil Veitch updates on the SVM UK Opportunities Fund. The Fund invests in business models where we believe the current valuation offers a significant opportunity.

    This presentation is intended for Investment Professionals only.
  • Asian and Emerging Market Debt – challenges and opportunities
    Asian and Emerging Market Debt – challenges and opportunities
    Jeremy Lawson, Chief Economist Jun 2 2020 9:15 am UTC 45 mins
    Join us for episode 11 of our live Coronavirus webinars on Emerging Market and Asian debt. During this session our experts will share their thoughts on the challenges and opportunities in these debt markets following the COVID-19 sell-off.
    You will have the opportunity to ask questions to our panel.

    Jeremy Lawson, Chief Economist
    Brett Diment, Global Head of Emerging Market Debt
    Adam McCabe, Head of Fixed Income, Asia and Australia

    We look forward to an interesting discussion and to addressing your questions and concerns
  • Refonte du reporting PRI – actualités et questions/réponses
    Refonte du reporting PRI – actualités et questions/réponses
    Marie Luchet et Ben Leblique, PRI Jun 2 2020 1:30 pm UTC 90 mins
    Dans le cadre de notre plan d'action (Blueprint for responsible investment ), nous nous sommes engagés à passer en revue notre reporting. Cette consultation vise à ce que l'exercice de reporting et d'évaluation des PRI reste en phase avec ses objectifs, pertinent face à l'évolution des pratiques d'investissement responsable, et soit utile aux signataires comme au marché de l'investissement responsable dans son ensemble.

    La refonte du reporting PRI a commencé par une première phase de consultation en 2019. Les signataires ont ensuite eu la possibilité de commenter la proposition de ce à quoi pourrait ressembler le nouveau cadre de reporting et d'évaluation des PRI. Cette proposition était largement basée sur les commentaires des signataires recus lors de la première phase de consultation, avec la supervision du conseil d'administration des PRI et le soutien du comité consultatif Reporting et Evaluation.

    Dans ce contexte, nous vous invitons à participer à cette webconférence pour en savoir plus sur l'évolution du reporting PRI. Vous aurez l’opportunité de donner votre avis et poser des questions via des sondages en direct et une session de questions / réponses.

    Cette webconférence:
    - présentera les dernières actualités de la refonte du reporting PRI (notamment les détails sur le nouveau modèle Core / Plus);
    - présentera les résultats de la deuxième phase de consultation
    - testera les nouvelles propositions via des sondages en direct; et
    - répondra à toutes les questions des participations sur l'élaboration du nouveau reporting PRI
  • DWS Trend Talks: Disruptive Thematics
    DWS Trend Talks: Disruptive Thematics
    Marcus Poppe, Lars Gedlich, Frederic Fayolle and Martin Caspary Jun 3 2020 9:00 am UTC 60 mins
    In this DWS Trend Talks, we will review the market outlook of two of the sectors called to lead the next decade: Artificial Intelligence and Technology applied to the Industrial sector.

    During the call we will review the behavior and positioning of the following strategies with their fund management team:


    _DWS Invest Smart Industrial Technologies
    Marcus Poppe, DWS Senior portfolio manager and Head of Industrials.
    Lars Gedlich, DWS Product Specialist Global Equities.

    _DWS Invest Artificial Intelligence
    Frederic Fayolle; Senior equity portfolio manager and analyst for the technology team.
    Martin Caspary, DWS Product Specialist Global Equities
  • AAM/Kames - The Dividend Dilemma – live webinar with Mark Peden
    AAM/Kames - The Dividend Dilemma – live webinar with Mark Peden
    Mark Peden and Iain Snedden Jun 3 2020 9:30 am UTC 45 mins
    Income investing has attracted significant attention in recent weeks. Investors are facing a torrent of dividend reductions, postponements and outright cancellations that challenge the flow of income many rely on from owning shares. At Kames, we focus on sustainable and growing dividend yields which we refer to as the ‘dividend sweetspot’. We invest in highly profitable companies that carry low debt levels on their balance sheets and generate strong cash-flows that facilitate the payment of sustainable and growing dividends through time.

    We would like to invite you to join a live webinar with Mark Peden, Co-manager of the Kames Global Equity Income Fund. Mark will explain how he has been managing this period of market stress and the latest positioning of the portfolio.
  • Capital markets: Making the ecosystem tick
    Capital markets: Making the ecosystem tick
    Tom Eckett, Deputy Editor, ETF Stream Jun 3 2020 10:00 am UTC 60 mins
    The ETF wrapper passed another stress test during the coronavirus turmoil with capital markets teams playing a crucial role in keeping ETF spreads narrow and ensuring authorised participants continued to make markets.

    Structural issues in the secondary market remain however. Fragmentation problems in Europe continue to be a headache for the ecosystem while investors are crying out for a consolidated tape to be brought to market.

    This live discussion will take a closer look at the steps being taken to improve market structure and ensure ETFs trade as efficiently as possible.
  • EU Action Plan Spring Series #3: Risks and opportunities of the EU Green Deal
    EU Action Plan Spring Series #3: Risks and opportunities of the EU Green Deal
    Responsible Investor Jun 3 2020 1:00 pm UTC 60 mins
    Responsible Investor is proud to present a new webinar series dedicated to the investment implications of the European Commission’s Sustainable Finance Action Plan. The webinar series is intended to fill the knowledge gap in financial markets with updates about the Action Plan and the European Green Deal proposed in the late 2019. Through the series of three webinars, Responsible Investor will look at the practical implications for investors and examine how green/sustainable finance policy in Europe will impact decision-making of global investors.

    At the end of 2019, the EU announced its commitment to sustainable finance with the Green Deal which significantly widened the scope of the Action Plan to include the circular economy, biodiversity, deforestation and more. This third webinar of the RI EU Action Plan webinar series will look at the policy, risk and return implications of the Green Deal, and discuss how responsible investors can seize the opportunities.

    Moderator: Hugh Wheelan, Co-Founder and Joint Managing Director, Responsible Investor
  • Market watch series 12
    Market watch series 12
    Karen Ward & Anton Pil Jun 3 2020 1:00 pm UTC 75 mins
    In this period of uncertainty, join us to discuss the latest COVID-19 developments and market implications in our weekly series. This week, Karen Ward will provide a market update, and will be joined by Anton Pil, Global Head of Alternatives
  • EU Commission update: Renewed Sustainable Finance Strategy and Green Recovery
    EU Commission update: Renewed Sustainable Finance Strategy and Green Recovery
    PRI & European Commission Jun 3 2020 1:30 pm UTC 60 mins
    The European Green Deal and the economic recovery from COVID-19 will both require substantial public and private finance. Building from the 2018 Action Plan on Financing Sustainable Growth, the renewed Sustainable Finance Strategy will seek additional reforms to align the financial system with the EU’s sustainability goals. This webinar will provide an update on the Commission’s open consultation, ongoing sustainable finance work programme and ongoing discussions on aligning the EU recovery programme with the principles of the Green Deal.

    Speakers:
    Alyssa Heath, Head of EU & UK Policy, PRI
    Martin Spolc, Head of Unit, Sustainable Finance, European Commission
  • Emerging Markets Equities
    Emerging Markets Equities
    Alfred Bryant, CFA Jun 3 2020 2:30 pm UTC 45 mins
    R&M's Head of EM Equity startegies gives us his latest views.
  • Fully insured, AAA rated - What's different about Canadian MBS?
    Fully insured, AAA rated - What's different about Canadian MBS?
    Marina Mets (FTSE Russell), Mark Raes, CFA (BMO Global Asset Management), Jimmy Karam, CFA (BMO Capital Markets) Jun 3 2020 3:00 pm UTC 60 mins
    Specialists from FTSE Russell and BMO talk Canadian National Housing Act mortgage-backed securities (NHA MBS). Get to know the merits of the new index licensed to BMO.

    FTSE Russell has recently extended its index expertise by introducing the first transparent Canada mortgage-backed securities index. The FTSE Canada NHA MBS 975 Index is licensed to BMO Asset Management, adding to its lineup of Canada fixed income ETFs.

    Fully insured, AAA-rated, Canadian National Housing Act mortgage-backed securities (NHA MBS) backed by the Canada Mortgage Housing Corporation (CMHC) have become a sizable portion of the Canadian fixed income market. Further, these securities have benefitted from recent updates aimed to increase their secondary liquidity. The market continues to evolve supporting investor interest in Canadian mortgage-backed securities.

    Learn more about the performance, risk and liquidity characteristics of these assets from the experts at FTSE Russell and BMO Global Asset Management.