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

Institutional Investors

  • J.P. Morgan emerging market strategy quarterly review
    J.P. Morgan emerging market strategy quarterly review George Iwanicki Recorded: Oct 19 2017 46 mins
    George Iwanicki, our dedicated Emerging Market (EM) Equity Strategist, will host his regular EM Strategy webconference which draws heavily on the discussions we have in the Emerging Market and Asia Pacific Equities Team in weekly macro calls, monthly asset allocation meetings and the output of proprietary top down models. The presentation will cover both the strategic, long-term asset allocation opportunities as well as key ideas from our tactical models.

    Don't miss this opportunity to hear from our emerging market specialist and put forward your questions.

    If you prefer to listen over the telephone please use the appropriate dial in details from the numbers below.

    Password: 50553


    Austria: +43 (0) 2 68220 56552
    Austria toll free: 0800 005384
    Belgium: +32 (0) 2 789 8603
    Belgium toll free: 0800 746 68
    Denmark: +45 3271 4573
    Denmark toll free: 8088 8649
    Finland: +358 9 2319 5437
    Finland toll free: 0800 914672
    France: +33 (0) 1 7037 7166
    France toll free: 0805 630061
    Germany: +49 (0) 69 7104 45598
    Germany toll free: 0800 673 7932
    Hungary: +36 (06) 1 700 8142
    Hungary toll free: 06 800 13360
    Ireland: 014360959
    Ireland toll free: +1 800 930 488
    Italy: +39 02 36269665
    Italy toll free: 800 986 477
    Luxembourg: 800 2 6438
    Netherlands: 0207948426
    Netherlands toll free: 0 800 022 9132
    Norway: 21563318
    Norway toll free: 800 19 457
    Poland: +48 22 397 9053
    Poland toll free: 0 0 800 121 2695
    Portugal: +351 3 0880 2081
    Portugal toll free: 800 814 155
    Spain: +34 91 787 0777
    Spain toll free: 800 300206
    Sweden: +46 (0) 8 50520424
    Sweden toll free: 020 089 6377
    Switzerland: +41 (0) 22 592 7103
    Switzerland toll free: 0800 800 038
    UK: +44 (0) 20 3003 2666
  • Do Currency Managers Beat the Benchmark?
    Do Currency Managers Beat the Benchmark? Momtchil Pojarliev, PhD, CFA Recorded: Oct 19 2017 28 mins
    Currencies represent a significant source of risk for institutional investors. And as these investors are evaluating the choices to address foreign currency exposure, they struggle with the questions of if and how currency managers can add value.

    Please join us for this 30-minute Currency webcast, where our Deputy Head of Currencies - Momtchil Pojarliev, PhD, CFA - will present evidence that currency investing may be a consistent source of return that is measurable using various performance metrics similar to those in the traditional asset classes.

    Momtchil will also discuss why active currency management is expected to add value.
  • Charting a Path to Alternatives Transparency
    Charting a Path to Alternatives Transparency Mark Austin and Stuart Lawson, Northern Trust; Hamish Mair, BMO Global Asset Management Recorded: Oct 19 2017 63 mins
    Practical Insights on the Rise of Transparency Considerations in Asset Allocation

    Investor priorities have shifted since the 2008 financial crisis, but one trend is clear: transparency has become paramount.

    As investor appetite for non-correlated assets grows apace, the volume and complexity of alternatives in their portfolios is burgeoning. In order to obtain a level of transparency similar to that available for their traditional long-only investments, they need to overcome the challenges of monitoring, valuing and reporting on this comparatively opaque and illiquid asset class.

    The webcast will:

    • Review the key findings from Northern Trust/Economist Intelligence Unit’s recent survey of 200 asset managers and institutional investors on the rise of transparency considerations in asset allocation
    • Share examples of how investors and managers are managing these considerations
    • Explore the role of data in the management process and discuss who ultimately takes responsibility for transparency

    Presented by:
    • Mark Austin, Head of UK Institutional Investor Group at Northern Trust
    • Stuart Lawson, Alternatives Global Product Manager at Northern Trust
    • Hamish Mair BSc, MBA, ASIP, Director and Head of Private Equity, BMO Global Asset Management

    Moderator:
    • Brendan Maton, IPE
  • Kopernik Global All-Cap Equity Fund Q3 2017 Webcast
    Kopernik Global All-Cap Equity Fund Q3 2017 Webcast David Iben Recorded: Oct 19 2017 34 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager, David Iben, to learn about what drove third-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • LDI Review and Outlook | Q3 2017
    LDI Review and Outlook | Q3 2017 David Jamieson Recorded: Oct 19 2017 20 mins
    In this 15 minute discussion, our Senior Market Strategist David Jamieson will discuss interest rates, inflation, z-spreads, real yields and other news.
  • Q3 Investment Update
    Q3 Investment Update Raphael Pitoun Recorded: Oct 18 2017 37 mins
    We are pleased to invite you to our Q3 Update webcast. Raphael Pitoun, Chief Investment Officer, along with members of the Investment team, will provide an update on the funds, as well as offer insight regarding current topics of research.

    There will be an opportunity to pose questions directly to the team.
  • Heptagon European Focus Equity Fund Q3 2017 Webcast
    Heptagon European Focus Equity Fund Q3 2017 Webcast Christian Diebitsch Recorded: Oct 18 2017 30 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager, Christian Diebitsch, to learn about what drove third-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Global Equities
    Global Equities Peter Rutter Recorded: Oct 17 2017 23 mins
    RLAM's Head of Global Equities, Peter Rutter offers his outlook for markets during the coming months and introduces his approach to investing.
  • Driehaus US Micro Cap Equity Fund Q3 2017 Webcast
    Driehaus US Micro Cap Equity Fund Q3 2017 Webcast Jeff James Recorded: Oct 17 2017 30 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove third-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Jim McDonald: Earnings Make the Market Rally Credible
    Jim McDonald: Earnings Make the Market Rally Credible Jim McDonald - Chief Investment Strategist Recorded: Oct 16 2017 3 mins
    While investor sentiment has been improving, there is still skepticism about the current market rally and the resulting outlook. Jim McDonald gives our take.
  • Best-in-Class* ESG Investing – a Darker Shade of Green
    Best-in-Class* ESG Investing – a Darker Shade of Green Avantika Saisekar - Product Specialist Recorded: Oct 12 2017 22 mins
    For investors taking an index approach to ESG, using Best-In-Class ESG offers an opportunity to take their commitment to sustainable investing a step further.

    In our thirty minute webinar you will hear from one of our ESG experts on:

    • What Best-In-Class ESG is
    • Why Best-In-Class ESG is darker green than screening or norms based ESG
    • How you can invest in Best-In-Class

    With over 25 years of responsible investing experience and $60 billion managed to sustainable strategies, Northern Trust Asset Management is helping investors around the world integrate their values with their investment goals.



    *Best-in-class ESG is industry terminology referring to an investment approach that overweights companies that are leaders in implementing ESG.
  • Driehaus Emerging Markets Equity Fund Q3 2017 Webcast
    Driehaus Emerging Markets Equity Fund Q3 2017 Webcast Howard Schwab Recorded: Oct 11 2017 37 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove third-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Harness the full potential of Emerging Markets
    Harness the full potential of Emerging Markets Xavier Hovasse, Head of Emerging Equities, and Charles Zerah, Fixed Income Fund Manager Recorded: Oct 11 2017 45 mins
    Emerging market assets are outperforming developed markets this year to the delight of investors exposed to this universe. The good performance of the asset class as a whole reflects improved economic fundamentals – mainly in terms of trade and current account balances, manufacturing indicators and GDP growth – with additional support provided by low inflation.

    However, having economic indicators pointing in the right direction does not guarantee that the market trend will not run out of steam at some point. How firmly-rooted are the drivers behind this improvement? What are the risks that could potentially arise once the positivity is priced in? How do you capture this growth whilst mitigating the potential drawdown risk to your portfolio?
  • Exploiter le plein potentiel des marchés émergents
    Exploiter le plein potentiel des marchés émergents Xavier Hovasse, Responsable de l'équipe actions émergentes, et Charles Zerah, gérant obligations internationales Recorded: Oct 11 2017 43 mins
    Depuis le début de l’année, les marchés émergents surperforment les marchés développés à la plus grande joie des investisseurs exposés à cet univers. La bonne performance de la classe d’actifs dans son ensemble s’explique par l’amélioration des fondamentaux économiques – surtout en matière de balances commerciale et courante, d’indicateurs manufacturiers, et de croissance du PIB – soutenue par une faible inflation.

    Cependant, si la bonne direction des indicateurs économiques n’est plus à mettre en doute, cela ne signifie pas nécessairement que la tendance de marché ne s’essoufflera pas à un moment donné. Quels sont les risques qui pourraient potentiellement survenir une fois que le marché aura intégré ce développement positif ? Comment exploiter la croissance indéniable des marchés émergents tout en minimisant les risques de pertes potentielles dans votre portefeuille ?
  • ESG Investing - Aligning Values and Performance
    ESG Investing - Aligning Values and Performance Flexshares Recorded: Oct 10 2017 2 mins
    A growing number of investors are rethinking their core portfolio holdings. They are concerned not just about their portfolio’s bottom line, but about using their money to make a positive impact on the world. The question traditionally has been; do I have to give up potential returns? We say you shouldn’t have to…

    Learn about two new ESG-based ETFs from FlexShares that is designed to give investors the ability to put their money where their values are. Why sacrifice potential returns in your core portfolio in order to make sustainability a key part of your investments?
  • Heptagon Future Trends Equity Fund Q3 2017 Webcast
    Heptagon Future Trends Equity Fund Q3 2017 Webcast Alexander Gunz Recorded: Oct 10 2017 28 mins
    Join us for our quarter-end strategy update webcast. Engage with fund manager Alexander Gunz to learn about what drove third-quarter performance, the team's outlook, and current portfolio positioning.
  • Demystifying ETF trading and liquidity
    Demystifying ETF trading and liquidity Bhaven Patel Recorded: Oct 10 2017 58 mins
    What is the difference between the primary and secondary markets? How do they provide liquidity for investors? How does Deutsche Asset Management ensure an efficient and cost-effective experience for investors? Find out how the ETP Capital Markets team manage the different processes and relationships within the ETF trading eco-system. Bhaven Patel, investment specialist in our ETP Capital Markets Team will take you through these questions and provide an insight into the trading of ETFs in a brief 45 minute session.

    Bhaven is part of the ETP Capital Markets team within Deutsche Asset Management’s Passive group which he joined in September 2015 and has 12 years of experience in the ETF industry. His ETF journey started at Morgan Stanley in 2005 as a delta one trade assistant, rising to the head of the team by 2009. Bhaven then joined the ETF trading desk at Credit Suisse in London and was responsible for pricing and executing UCITS ETFs for a large global client base. He then transitioned to the Issuer side with Credit Suisse Asset Management within their Capital Markets team with a focus on Authorised Participant relationship management and client execution services. The business was acquired by Blackrock in 2013 which led to Bhaven joining the equivalent team at iShares where his responsibilities included primary and secondary market management.
    MSc in Information Security and BSc in Computer Science both from Royal Holloway, University of London
  • Bob Browne: Heed the Regulators, They Drive Markets
    Bob Browne: Heed the Regulators, They Drive Markets Bob Browne, CFA - Chief Investment Officer Recorded: Oct 9 2017 3 mins
    Investors should pay attention to new faces on the regulatory scene because these people drive regulation — which drives the markets.
  • Helicon Global Equity Fund Q3 2017 Webcast
    Helicon Global Equity Fund Q3 2017 Webcast Alexander Gunz Recorded: Oct 9 2017 29 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager, Alexander Gunz, to learn about what drove third-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • European Smaller Companies
    European Smaller Companies Andrew Paisley and Theo Craig Recorded: Oct 9 2017 27 mins
    Join us for an update from Andrew Paisley, Manager of the European Smaller Companies Fund. Andrew will cover:

    • The rationale behind the Fund’s low risk, high quality profile
    • Key buys and sells over the last 6 months
    • How the Fund is positioned to take advantage of the current investment landscape.

    Audience dial in numbers:
    Hong Kong Toll Free 800 963 369
    (Hong Kong Local +852 3018 3326)
    Singapore Toll Free 800 120 5009
    (Singapore Local +65 3158 6063)
    China Toll Free 4001 200561
    Korea Toll Free 00798 14 203 0598
    Taiwan Toll Free 00801 127040
    Thailand Toll Free 001 800 44 2159
    UK Toll Free 0800 368 0707
    Standard International Access: +44 (0) 20 3059 2627
    Password: 9975890#
  • How European insurers can use US private placements in their portfolios
    How European insurers can use US private placements in their portfolios Alexander Alston, Macquarie Investment Management; David Ramroop, Just Group plc; Brendan Maton, IPE Recorded: Oct 6 2017 70 mins
    The US private debt market is a large, mature market with the opportunity for investment grade quality debt. Ease of issuance and availability has attracted issuers globally, which can add significant geographic diversification to a portfolio. Name, sector, and structural diversification also can help make US private debt an important diversifier in an otherwise all-public bond portfolio. In addition to diversification benefits, the US private placement market offers a complement of structural protections along with several sources of yield enhancements.

    The private placement market in the United States is dominated by life insurance companies, resulting in an investor base with similar investment needs and risk tolerance levels. In Europe, investors tend to be less homogenous and can include banks, asset managers, and insurers, among others. The diverse investor base tends to result in a market replete with deals lacking many of the characteristics sought by insurers.

    In this webcast, Alexander Alston will discuss why US private placements can be appealing to European insurers, despite the increased prevalence of European markets. Also, David Ramroop, Head of Investments at Just Group, will discuss their approach to investing in private placements.

    Presented by:
    - Alexander Alston, CFA, Co-Head of Private Placements, Macquarie Investment Management
    - David Ramroop, Head of Investments, Just Group plc

    Moderator:
    - Brendan Maton, IPE
  • Fixed Income Quarterly Outlook - Q4 2017
    Fixed Income Quarterly Outlook - Q4 2017 Dominick DeAlto, Chief Investment Officer, Fixed Income Recorded: Oct 5 2017 3 mins
    This video features our CIO of Fixed Income who provides a review of the third quarter and his outlook for the final quarter of the year.
  • J.P. Morgan Guide to the Markets with Michael Bell (Q4 2017)
    J.P. Morgan Guide to the Markets with Michael Bell (Q4 2017) Michael Bell, Jon Ingram Recorded: Oct 5 2017 59 mins
    Listen to Michael Bell, Global Market Strategist, as he uses the Guide to the Markets to explore the themes that will matter for your clients during the remainder of 2017. In this webcast, Michael will be joined by Jon Ingram, portfolio manager of the JPM Europe Dynamic (ex-UK) Fund, who will discuss the positive impact the receding political worries and the strong earnings growth in the Eurozone has on the Fund, which has delivered first-quartile performance over one and five years.

    Make sure you listen to the recording to stay up to date with all the latest market developments. The call will also qualify you for 45 minutes of Structured CPD, accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investments (CISI).
  • [Podcast] Goldman will lend, Sofi will endure, & Private Credit
    [Podcast] Goldman will lend, Sofi will endure, & Private Credit George Popescu & Ryan Ross Recorded: Oct 2 2017 20 mins
    After a few weeks of vacation, We discussed 6 articles this week:

    Goldman Banks on Lending to Grow
    OneMain Deal Analysis
    Institutional Buyers and Loan Originators with New Opportunities in Private Credit
    Today In Data: SoFi’s Woes
    SoFi Condoned ‘Rampant Sexual Activity,’ Lawsuit Allege