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Institutional Investors

  • Reflecting on the EU legislative changes in sustainable finance
    Reflecting on the EU legislative changes in sustainable finance
    Responsible Investor and DVFA Recorded: Aug 19 2019 57 mins
    Reflecting on the EU legislative changes in sustainable finance: How organisations and individuals can master the educational challenge?


    - While the EU's Action Plan for Financing Sustainable Growth and it's Technical Expert Group have made exceptional progress towards creating a financial market infrastructure that is conducive to a truly sustainable financial market, the exceptional amount, ambition and execution of the work have also led to an unprecedented educational challenge in the sustainable finance space


    - Prof. Hoepner, one of only two TEG members appointed in personal capacity, will share his reflections on the significant progress to date as well as the long term ambitions for taxonomy, trajectory & co. and explain how these can contribute to a conflict-free Capitalism


    - He will furthermore contrast Friedman's intransparent definition of risk with Markowitz' transparent one and explain why full risk transparency is crucial to measure and understand the merits of sustainable investing. Prof Hoepner is convinced that any investor practicing full risk transparency and accurate return per unit of risk measurement will deliver superior performance for clients and fully understand Fuerer's credo that "unsustainable investing is non-economic".


    - Finally, Andreas will give some very practical tips how organisations and individuals can master this significant educational challenges, both the challenge resulting from the exceptional recent progress on the area of green finance as well as the challenge originating from decades of intransparent risk definitions and other misunderstandings of standard finance.
  • Responsible Investment in Latin America: Sharing Good Practices - 2nd edition
    Responsible Investment in Latin America: Sharing Good Practices - 2nd edition
    Eduardo Atehortua, PRI; Cristina Espinosa, ALCP; Beatriz Ocampo, Colombian operations Recorded: Aug 15 2019 63 mins
    The PRI will host a series of webinars that aim to highlight best practice in Responsible Investment in order to educate, inspire, and, ultimately, raise standards across the Latin America signatory base.

    Spakers include:
    Cristina Espinosa - a senior investment associate at Acumen Latam Capital Partners (ALCP). She is responsible for the origination, structuring and administration of investments with a particular focus on Colombia.

    Beatriz Ocampo - a leader in the areas of technology, auditing, security and has managed strategic projects in the organization. Since 2012, she has been the Sustainability Manager for Colombian operations, where she has help to develop the sustainable business strategies, climate change, eco-efficiency, the responsible investment practices and innovation projects like the first green bond issue in Colombia.
  • Evaluating Portfolios in Volatile Times
    Evaluating Portfolios in Volatile Times
    Robert J. Horrocks, PhD, CIO, David Dali, Portfolio Strategist, and Andy Rothman, Investment Strategist Recorded: Aug 13 2019 63 mins
    Global investors continue to feel the repercussions of U.S–China trade tensions, and now China's currency "devaluation" and protests in Hong Kong have further rattled markets. Amid the turmoil, we believe Asia's economic fundamentals make the region resilient and are optimistic about Asian equities over a full market cycle.

    Please join an exclusive webcast with industry experts from Matthews Asia for an interactive discussion on:

    - The state of China's central bank and monetary policy

    - The implications of China's currency "devaluation"

    - What the Hong Kong protests mean for Asia's economy

    - What investors can do to help mitigate volatility
  • DWS Unconstrained Asian Fixed Income
    DWS Unconstrained Asian Fixed Income
    Robert Gibbs. Recorded: Aug 9 2019 35 mins
    Managed out of Hong Kong by Henry Wong, the DWS Asian Bonds strategy has provided category-leading absolute and risk-adjusted performance within the Asian fixed income asset class. The strategy is designed to be very flexible, with a loose benchmark of the JPM JACI index, and notable sector, country and duration tilts – unconstrained fixed income across investment grade and high yield credit markets. In this session, we run through the rationale for investing in EM Asia and the composition of our strategy, with the discussion being led by our product specialist, Robert Gibbs.
  • Fixed income review and outlook | August 2019
    Fixed income review and outlook | August 2019
    Damien Hill, Portfolio Manager Recorded: Aug 9 2019 29 mins
    Join Portfolio Manager, Damien Hill, as he reviews recent developments within fixed income and offers his outlook for the asset class.
  • The evolution of online gaming – Opportunities for Emerging Markets investors
    The evolution of online gaming – Opportunities for Emerging Markets investors
    Divya Mathur and Colin Dishington, Portfolio Managers Global Emerging Markets Recorded: Aug 8 2019 28 mins
    •The gaming ecosystem – how it works
    •What has been driving growth and popularity
    •Impact of Chinese regulations and outlook
    •Opportunities for investors and what we look for – diversified risk i.e investment in hardware companies as well as tech
  • Fiduciary Risks: A Retirement Plan Checkup
    Fiduciary Risks: A Retirement Plan Checkup
    Nick Economos, Miaciah Manuel Recorded: Aug 7 2019 39 mins
    An educational webinar on a simple process to help plan sponsors meet their fiduciary duties. We'll perform a deep dive on our retirement plan checkup to address retirement readiness, plan administration, costs, investments and service providers. Clear next steps will help attendees begin to assess the state of retirement at their company and map out a path forward.
  • Investing in Africa's Consumer Boom | EMQQ
    Investing in Africa's Consumer Boom | EMQQ
    Kevin Carter Founder & Chief Investment Officer, EMQQ Recorded: Aug 1 2019 46 mins
    Internet connectivity is transforming the experience for the African consumer, creating new opportunities for both local entrepreneurs and international investors. This webinar looks at:
    - The new African consumer
    - The African broadband revolution
    - The African companies poised to benefit
    - Amazon isn't in Africa - we look at who is leading local ecommerce growth
  • BPI Brasil - Highlights 2Q2019
    BPI Brasil - Highlights 2Q2019
    João Caro Sousa Recorded: Jul 31 2019 40 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
  • Conferenza sul web in italiano: Variazioni sul tema dell’equilibrio
    Conferenza sul web in italiano: Variazioni sul tema dell’equilibrio
    Sandra Crowl Recorded: Jul 31 2019 35 mins
    Partecipi al prossimo webinar con Sandra Crowl, che parlerà delle attuali strategie globali e di investimento di Carmignac. LA CONFERENZA SARA’ IN ITALIANO.
  • Investing in China: Opportunities and Risks in the Trump Era
    Investing in China: Opportunities and Risks in the Trump Era
    Andy Rothman, Investment Strategist, S. Joyce Li, CFA, Portfolio Manager Recorded: Jul 30 2019 33 mins
    China accounts for one-third of global economic growth—a larger share than the U.S., Europe and Japan combined. Growth is slowing, however, and there are tensions with the Trump administration. How will the Chinese government respond to these challenges and what will be the impact on the world's best consumer story?

    Please join Matthews Asia Investment Strategist Andy Rothman along with Portfolio Manager S. Joyce Li, CFA, for an interactive discussion on:

    •The latest on U.S.-China trade relations

    •Risks and opportunities in China's A-share market

    •How a dividend approach can provide an opportunity to balance risks with returns

    •The role of entrepreneurial firms in a country run by an authoritarian regime

    •The economic outlook for China in the months ahead
  • Behavioral Economics & the SDGs
    Behavioral Economics & the SDGs
    Nathan Maddix, CEO, Beglobal Insights | Patrick Lown, PhD, Head of Research Beglobal Recorded: Jul 30 2019 63 mins
    In this webinar series, we will discuss how behavioral economics mindsets apply to the goals and initiatives of leading organizations, including international orgs (UN, SDGs) and corporates (ESG).
  • Analytical Insights for Agency Credit Risk Transfer Deals
    Analytical Insights for Agency Credit Risk Transfer Deals
    David Craft and Jake Katz Recorded: Jul 30 2019 25 mins
    Please join The Yield Book by FTSE Russell on Tuesday, July 30, for an interactive webinar titled "Analytical Insights for Agency Credit Risk Transfer Deals". This webinar is designed to provide you an overview of The Yield Book by FTSE Russell's coverage of the Credit Risk Transfer (CRT) Program.

    In 2012 the Federal Housing Finance Agency (FHFA) initiated a plan to reduce Fannie Mae’s and Freddie Mac’s overall risk. A market for Credit Risk Transfer (CRT) securities developed in 2013 with the introduction of structured debt issuances, known as Structured Agency Credit Risk (STACR) for Freddie Mac, and Connecticut Avenue Securities (CAS) for Fannie Mae.

    The Yield Book by FTSE Russell has supported both STACR and CAS securities since their introduction and the applications include market-tested models as well as a powerful calculation engine to analyze these securities.

    In this webinar, we will cover:
    •A demonstration of The Yield Book's capabilities for analyzing CRTs, including prepayment dials and macro-economic adjustments
    •Models for analyzing CRTs including our agency prepayment model, stochastic HPA model, delinquency, default, and loss severity models
    •Daily reporting, scenario analysis, and performance monitoring for CRTs

    Our live webinar will be presented by David Craft, senior vice president, business development, The Yield Book by FTSE Russell and Jake Katz, director, mortgage research, The Yield Book by FTSE Russell.
  • BPI Africa Fund - Upcoming Potential Catalysts
    BPI Africa Fund - Upcoming Potential Catalysts
    Teresa Pinto Coelho Recorded: Jul 30 2019 20 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.
  • Emerging Market Review and Outlook | July 2019
    Emerging Market Review and Outlook | July 2019
    Colm McDonagh, Head of Emerging Market Fixed Income Recorded: Jul 30 2019 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.
  • Katie Nixon: Say What You Mean, and Mean What You Say
    Katie Nixon: Say What You Mean, and Mean What You Say
    Katie Nixon - Chief Investment Officer, Wealth Management Recorded: Jul 29 2019 3 mins
    All eyes are on the U.S. Federal Reserve this week. While most investors expect an interest rate cut, recent Fed communication has reflected some lack of consensus on the magnitude. Katie Nixon takes a closer look.
  • Kettle Hill US L/S Equity Fund Q2 2019 Webcast
    Kettle Hill US L/S Equity Fund Q2 2019 Webcast
    Andrew Kurita Recorded: Jul 29 2019 34 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager Andrew Kurita to learn about what drove second-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Carmignac's Markteinschätzung: Variationen des Gleichgewichts
    Carmignac's Markteinschätzung: Variationen des Gleichgewichts
    Gergely Majoros Recorded: Jul 29 2019 49 mins
    Gergely Majoros, Mitglied des Investmentkomitees, erläutert Ihnen innerhalb von ca. 30 Minuten unsere aktuelle Markteinschätzung und unsere globale Investment-Strategie.
    Ihre Fragen werden im Anschluss an die Präsentation beantwortet.
  • Perspectivas de inversión: Variaciones en la temática del equilibrio
    Perspectivas de inversión: Variaciones en la temática del equilibrio
    Didier Saint-Georges Recorded: Jul 29 2019 19 mins
    Únase a nuestra próxima presentación de Didier Saint-Georges, Managing Director y Miembro del Comité de Inversiones, en la cual presentará nuestra visión así como un resumen de la actual estrategia global de inversión.
  • Dynamic European Equity - Q2 review
    Dynamic European Equity - Q2 review
    Bibiana Carretero Recorded: Jul 26 2019 18 mins
    Join Bibiana Carretero as she gives a Q2 update for the Dynamic European fund.
  • BPI Iberia - Highlights 2Q2019
    BPI Iberia - Highlights 2Q2019
    Paulo Freire Oliveira Recorded: Jul 26 2019 19 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 = 80% IBEX35TR Index + 20% PSI20TR Index
  • Faster, better, safer! Improving member outcomes
    Faster, better, safer! Improving member outcomes
    Chris Connelly, Propositions & Solutions Director, Equiniti Recorded: Jul 26 2019 6 mins
    Chris Connelly, Propositions & Solutions Director, Equiniti speaks to us about the 3 main technology trends within the industry, how schemes can improve engagement, the future of member engagement & more.
  • Yacktman US Equity Fund Q2 2019 Webcast
    Yacktman US Equity Fund Q2 2019 Webcast
    Jason Subotky Recorded: Jul 25 2019 30 mins
    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.
  • Peak Passive or Still Early Days?
    Peak Passive or Still Early Days?
    Derek Fulton, CEO, First Trust Global Portfolios Recorded: Jul 25 2019 61 mins
    We often hear debates about whether we have reached peak passive and how much further can the ETF industry grow. First Trust will make the case that ETF growth is still in its early stages and that ETFs are a kind of disruptive technology which will accelerate fundamental change in the investment industry.

    The ETF structure is an innovation in investment fund technology which we believe will become the most widely used vehicle for all types of investment strategy. In fact, actively managed ETFs are already the fastest growing area of the industry in the United States.

    Learning Objectives:

    • Understand the differences and similarities between a UCITS ETF and UCITS OEIC fund
    • Trace the evolution of ETFs from passive market capitalisation index tracking through smart beta to actively managed strategies
    • Understand how investors in the US are using ETFs to build more granular bespoke client investment solutions
  • EU Sustainable Finance Taxonomy: Implications on Responsible Property Investment
    EU Sustainable Finance Taxonomy: Implications on Responsible Property Investment
    Please see description Recorded: Jul 25 2019 60 mins
    The European Commission’s Technical Expert Group on Sustainable Finance has just released its proposed ‘taxonomy’ to promote a common understanding of economic activities that contribute to EU goals on climate change and achieving the SDGs. The taxonomy effectively creates a standard for the low carbon and environmental sustainability performance of buildings and property, amongst other asset types. Financiers can use the taxonomy to channel capital toward assets that meet the standard so as to manage their risk and positively contribute to societal outcomes. The webinar will provide a brief review of the taxonomy as applied to buildings, as well as offer reflections from property investors in other parts of the world on how green finance is evolving in their regions and how the taxonomy may accelerate those changes.

    Speakers:
    Ursula Hartenberger, Global Head of Sustainability at RICS
    Esther An, Chief Sustainability Officer at City Developments Limited
    James McIntyre, Director of Capital Markets at New York State Homes and Community Renewal
    Elodie Feller, Programme Lead, Investment at UN Environment Finance Initiative
    Matthew Ulterino, Property Investment Project Coordinator at UN Environment Finance Initiative (Moderator)
  • Why financial and professional services firms must get flexible working right
    Why financial and professional services firms must get flexible working right
    Kirsty Leighton Aug 21 2019 9:00 am UTC 51 mins
    Financial service companies will need to lead the charge in flexible and remote working if they are to attract the best possible talent. Something that has never been more important against a backdrop of Brexit and a growing millennial and Gen Z workforce.

    Today, only one in six (15%) employees work in businesses that don’t offer flexible working. What used to be a perk is now a mandatory offering.
    Alongside the importance of employee satisfaction, the UK is also facing a productivity challenge, on average the UK is 31% less productive than France.

    Join Mark Elwood, Director at TeleWare, Dr Lucy Green, CEO & Business Development Expert at Larato and David Mellard, Director and Founder at Bedrock HR, as they discuss:
    •The flexible working challenges financial services companies face – including security and data protection
    •Can financial services companies safely implement a bring your own device (BYOD) policy?
    •How to use tech to increase productivity
    •Scalable IT solutions for growing companies
  • Institutional Webinar: Strengthening Your Portfolio Core
    Institutional Webinar: Strengthening Your Portfolio Core
    Michael Hunstad, PhD, Head of Quantitative Strategies, and Jordan Dekhayser, CFA, Head of Quantitative Equity Research Aug 21 2019 2:00 pm UTC 60 mins
    There have been more than 48 large volatility shocks since 2007*, and this pattern is unlikely to change. Institutions around the globe are finding themselves in a unique market environment as a result of seismic shifts in market fundamentals, central banks lowering interest rates and questionable quantitative easing programs. Government agencies continue to use these levers in a manner that is unsustainable – making volatility more prevalent and unpredictable than ever before.

    Join Michael Hunstad, Ph.D., Head of Quantitative Strategies and Jordan Dekhayser, CFA, Head of Quantitative Equity Research and Strategy, as they discuss key approaches to help capitalize on the new age of portfolio risks:

    • Uncover the common pitfalls in traditional portfolio de-risking methods
    • What to look for in low volatility investment strategies (spoiler alert, it’s not just lower beta exposures)
    • Potential changes to your passive core portfolio that will strengthen your active satellite

    *Volatilty shocks greater than 5 points. Volatility increases are represented by any increase in the VIX daily, as of December 31, 2018.

    Note: By registering for this webinar, you agree to share your contact information with, and be contacted by, Northern Trust Asset Management.
  • Expected returns July 2019
    Expected returns July 2019
    Peter Brooke Aug 23 2019 7:30 am UTC 30 mins
    Peter Brooke, fund manager and head of MacroSolutions, gives his views on the key drivers of markets over the next period, the risks and opportunities this presents to an active manager. He also discusses the outlook for asset classes from current levels over the medium to longer term. And highlights the yields available to investors that stay invested.
  • Trade Wars: A Golden Buying Opportunity in Emerging Markets?
    Trade Wars: A Golden Buying Opportunity in Emerging Markets?
    Kevin Carter Founder & Chief Investment Officer, EMQQ Aug 28 2019 3:00 pm UTC 60 mins
    As the trade war with China rages on and global growth projections declining, do you know the best opportunities to capitalize on? In this upcoming webcast, HanETF and EMQQ will explore the improving fundamentals in the consumer growth story of emerging markets despite Trade War fears and identify a unique set of circumstances that have developed for investors. Specifically, the webcast will delve into the greater influence of the new consumer wave in emerging markets, their preference for online shopping via the smartphone and ways for investors to gain targeted exposure to the rapidly expanding ecommerce segment.
    -Insights and key growth stories on some of the companies best positioned for a post trade war rebound
    -How the trade wars have created a unique opportunity for a sector with strengthening fundamentals and contracting valuations
    -How the smartphone is rapidly changing economies in the developing world and accelerating billions of people into the consumer class
    -How investors can incorporate emerging markets into a diversified portfolio
  • Investing in SDG #7: Affordable and Clean Energy
    Investing in SDG #7: Affordable and Clean Energy
    TBD Aug 28 2019 3:00 pm UTC 60 mins
    Investing in SDG #7: Affordable and Clean Energy
  • Responsible Production and Consumption – Financing Sustainable Fashion
    Responsible Production and Consumption – Financing Sustainable Fashion
    Ryan Ross, Martina Macpherson, Kate Larsen, Hendrick Alpen, Edward Bryan, Martin Buttle Aug 29 2019 3:00 pm UTC 90 mins
    The fashion industry is a US$2.4 trillion-dollar industry that employs approximately 60 million people worldwide. However, an ever faster growing global production and consumption value chain has led to multiple significant ESG issues, from labor controversies, to waste production, water stress and carbon emissions.

    At one end is the issue around sourcing: a seemingly endless supply of cotton, and synthetic and other materials is needed to fuel the industry. But such a tremendous amount of waste can be re-used with new textile recycling techniques being developed. Still, these techniques are not available for all materials yet. This is a huge opportunity, which will need funding.

    Another issue is clothing use. "Fast Fashion" has driven us to purchase more clothing, use it less, and dispose of it more. The average American throws away around 80 pounds per year, according to the EPA and in the UK every household spends an average of £1263.60 per year on clothing.

    Throwing away clothing isn’t sustainable for our wallets, nor for our world. In the UK alone, as of 2014, 350,000 tons of clothing is sent to a landfill every year. It adds around 10% of global greenhouse gas emissions.

    To keep ourselves clothed in a sustainable way, the supply chain of this industry must be re-shaped. This webinar will bring together the leading minds from the corporate and investment world to discuss how to get people involved in expanding their clothes' life cycle, how companies can source their materials in sustainable ways, and the role investors should play in mandating for better practices in the industry.

    Panelists:
    Martina Macpherson, President, NSFM
    Kate Larsen, Supply Exchange
    Edward Bryan, Alliance Bernstein
    Martin Buttle, Ethical Trading Initiative
    Hendrick Alpen, H&M
  • TCFD: Leaders and Challenges
    TCFD: Leaders and Challenges
    Louise Pryor, IFoA; Ed Baker, PRI; Ben Carr, Aviva Sep 2 2019 1:00 pm UTC 60 mins
    In collaboration with the Institute and Faculty of Actuaries, the Principles of Responsible Investment is delighted to host this webinar discussing the response to the TCFD’s recommendations two years on from their publication. The webinar will feature new analysis of the 591 investors representing $45 trillion who responded to PRI's 2019 climate indicators, insights from the Chair of IFoA's Resource and Environment Board as well as an investor case study of implementation in practice from Aviva.
  • Self-managed buy-in: buy-ins take you further away from buy-out
    Self-managed buy-in: buy-ins take you further away from buy-out
    Ren Lin, Head of Client Strategy, Insight Investment Sep 4 2019 9:00 am UTC 30 mins
    At first glance a buy-in may appear attractive. However, when considering the whole scheme, a buy-in will make it more difficult to achieve a buy-out in the majority of cases.

    In this webinar, Ren Lin, Head of Client Strategy at Insight Investment, explains why this is the case using an objective framework for comparing different de-risking options.
  • Global update on the future of sustainable finance
    Global update on the future of sustainable finance
    Responsible Investor Sep 5 2019 2:00 pm UTC 60 mins
    Responsible Investor is proud to present a new edition in our sustainable finance webinar series focused on the global implications of the European Commission’s Sustainable Finance Action Plan, with updates on developments in Asia and North America. Coming after the G7 meeting in Biarritz, France at the end of August, this webinar will unpack the implications of the sustainable finance regulatory agenda for global investors.

    As the world grapples with populist politics, worsening economic inequality, and the prospect of climate breakdown, this is a crucial time for sustainable finance policy to reorient global capital markets. Against a backdrop of macroeconomic risks, this unique webinar will consider how sustainable finance policy on three continents could impact the banking and asset management industries.

    With the European Commission leading action on new rules covering investment mandates, sustainability definitions and green finance fiscal policy tools, this webinar will reflect on ‘the HLEG-effect’. Speakers will consider how sustainable finance regulation coming out of Brussels and Beijing could impact investors in North America and other parts of the world.

    Speakers:

    Morgan Després, Head of NGFS Secretariat, Banque de France

    Michael Sheren, Senior Advisor, Bank of England


    Moderator:
    Sophie Robinson-Tillett, Deputy Editor, Responsible Investor
  • Public Consultation: First Global Guide to ESG Risks In Non-Life Insurance (AM)
    Public Consultation: First Global Guide to ESG Risks In Non-Life Insurance (AM)
    Butch Bacani - UNEP FI | James Wallace - Allianz Sep 10 2019 7:00 am UTC 90 mins
    Over 200 insurance industry leaders and stakeholders from across the globe gathered in Munich last February to raise the industry’s ambition in tackling the world’s most pressing sustainability challenges.

    At the Munich event, the first-ever insurance industry guide to manage environmental, social and governance (ESG) risks was launched. The event was co-organised by UN Environment’s Principles for Sustainable Insurance Initiative (PSI) and Allianz.

    The pioneering guide is the result of a multi-year collaborative effort with leading insurers and key stakeholders through a global consultation process. It shows how insurers can develop a systematic approach to managing ESG risks such as climate change, environmental degradation, protected sites and species, animal welfare, human rights, controversial weapons, and corruption.

    The guide includes heat maps indicating the level of potential ESG risk across lines of business and economic sectors—from agriculture, chemicals, defence, energy, healthcare and technology; to infrastructure, manufacturing, mining, real estate, transport and utilities.
  • Public Consultation: First Global Guide to ESG Risks In Non-Life Insurance (PM)
    Public Consultation: First Global Guide to ESG Risks In Non-Life Insurance (PM)
    Butch Bacani - UNEP FI | James Wallace - Allianz Sep 10 2019 1:00 pm UTC 90 mins
    Over 200 insurance industry leaders and stakeholders from across the globe gathered in Munich last February to raise the industry’s ambition in tackling the world’s most pressing sustainability challenges.

    At the Munich event, the first-ever insurance industry guide to manage environmental, social and governance (ESG) risks was launched. The event was co-organised by UN Environment’s Principles for Sustainable Insurance Initiative (PSI) and Allianz.

    The pioneering guide is the result of a multi-year collaborative effort with leading insurers and key stakeholders through a global consultation process. It shows how insurers can develop a systematic approach to managing ESG risks such as climate change, environmental degradation, protected sites and species, animal welfare, human rights, controversial weapons, and corruption.

    The guide includes heat maps indicating the level of potential ESG risk across lines of business and economic sectors—from agriculture, chemicals, defence, energy, healthcare and technology; to infrastructure, manufacturing, mining, real estate, transport and utilities.
  • Portfolio Construction 2.0 - Factors at the Core
    Portfolio Construction 2.0 - Factors at the Core
    Michael Hunstad and Jordan Dekhayser, Northern Trust Asset Management; Brendan Maton, IPE Sep 10 2019 1:00 pm UTC 60 mins
    Current macroeconomic circumstances combined with exceptional asset performance over the past decade are lowering return expectations going forward. This context will make it challenging for pension funds, insurance companies and other liabilities managers to achieve their returns objectives with a traditional core/satellite approach.

    Join our webinar where Michael Hunstad, PhD, Head of Quantitative Strategies and Jordan Dekhayser, CFA, Head of Quantitative Equity Research and Strategy will explore the following three topics that take another look at portfolio construction:

    - Factors at the Core
    Efficiently designed factor-based strategies are ideal for the core of a portfolio because they may provide higher returns than a pure passive portfolio for a modest amount of active risk, resulting in a considerably higher information ratio.

    - The Tracking Error Challenge
    Calibrating tracking error is crucial to target higher returns while mitigating the probability of underperformance. Staying disciplined during inevitable cyclical drawdowns is harder than it sounds but well worth it in the long run.

    - Multi-Factor Portfolios
    Because style factors are prone to sustained periods of underperformance, combining different factors that are unique drivers of return can help smooth down the cycles. We will look at the most efficient multi-factor strategies and how they help meet investors’ specific objectives.

    Presented by:
    - Michael Hunstad, PhD, Head of Quantitative Strategies, Northern Trust Asset Management
    - Jordan Dekhayser, CFA, Head of Quantitative Equity Research and Strategy, Northern Trust Asset Management

    Moderated by:
    - Brendan Maton, IPE
  • Where now for UK property?
    Where now for UK property?
    Richard Kirby and Peter Lowe, Fund Managers Sep 11 2019 10:00 am UTC 45 mins
    Richard and Peter discuss the outlook for UK property, the potential of the asset class as a source of sustainable income for client portfolios, plus the current positioning of the BMO Commercial Property Trust and BMO UK Real Estate Investments.
  • What’s in a weighting scheme?
    What’s in a weighting scheme?
    TBC Sep 11 2019 1:00 pm UTC 60 mins
    Examining the fundamental relationship of weighing schemes and factor exposure.
    Jon FTSE Russell, for an exploratory webinar where we will present the link between Size exposure, investment capacity and levels of diversification of seemingly distinct portfolio weighting schemes of equal weighting, market capitalization and inverse market capitalization.
  • SFTR Webinar Series - 5 things you should know about your clients
    SFTR Webinar Series - 5 things you should know about your clients
    UnaVista | LSEG, Message Automation | Broadridge Financial Solutions Sep 11 2019 2:00 pm UTC 60 mins
    As part of your SFTR preparation process, many firms in the industry will need to know more about their clients in order to prepare adequate plans in place ahead of the deadline in advance of this important regulation.

    Having a structured approach can, no doubt, help financial institutions to achieve an effective client outreach process necessitated by new regulatory compliance obligations, such as, in this case, SFTR, ensuring a fully tracked, efficient and client-centric approach to collecting data and documentation.

    In this webinar, UnaVista and Broadridge come together to discuss 5 key components of that outreach that are critical but can sometimes get overlooked, including:

    • How to get the required reference data (LEI, ISINs)?
    • Who will generate UTI?
    • Are they small non-financial counterparties (NFC-)?
    • Do they have a non-EEA reporting obligation?
    • Agreeing on the workflow

    Our panel of experts will also discuss quick polls and answer any audience questions during the live webinar and real-time Q&A session.

    11 September 2019 at 3.00pm London | 4.00pm Paris | 10.00am New York

    Even if you cannot attend on the date, we encourage you to register anyway. The webinar will be recorded and we’ll make the link available to all registrants who are unable to join us live.

    Expert Panel:
    • Catherine Talks, Product Manager, UnaVista | London Stock Exchange Group; and
    • Dean Bruyns, Senior Product Manager, Message Automation | Broadridge Financial Solutions.

    Hosted by: UnaVista | London Stock Exchange Group
  • Why invest in Europe?
    Why invest in Europe?
    Phil Webster, Portfolio Manager, European Equities Sep 13 2019 1:00 pm UTC 45 mins
    Phil Webster discusses why taking a step back from the macroeconomic malaise of Europe is beneficial to investors, resulting in them being able to seek out a fund positioned to take advantage of structural rather than cyclical growth.
  • Banking on ESG: How will the banking sector adapt in an era of global volatility
    Banking on ESG: How will the banking sector adapt in an era of global volatility
    Responsible Investor & MSCI Sep 16 2019 2:00 pm UTC 60 mins
    Sustainable finance and ESG integration are fast becoming a global preoccupation for the banking sector. As ESG reporting shifts from niche to mainstream and begins to have balance sheet implications, investors are raising challenging questions on how ESG performance is assessed, managed, and reported on across core banking business units. From corporate governance and board composition to loan portfolio credit quality, new data is driving a shift in approach to ESG integration and reporting across jurisdictions.

    This unique webinar will dig into the details of how ESG risks and opportunities can have material impacts on bank balance sheets, investor returns and the long-term financial health of the global economy. The discussion will consider key ESG trends in the banking sector from the perspective of reporting banks, investors, and one of the world’s largest investment data analysts. Join us to learn how responsible investment and corporate governance policies are helping to raise professional and ethical banking standards, and how action on ESG themes is evolving in a time of market turbulence.


    Speakers:

    Daniel Klier, Group Head of Strategy and Global Head of Sustainable Finance, HSBC
    Marisa Buchanan, Executive Director, Sustainable Finance, JPMorgan Chase
    Simone Dettling, Banking Team Lead, UN Environment Finance Initiative
    Sonja Gibbs, Managing Director, Global Policy Initiatives, Institute of International Finance
    Panos Seretis, Head of ESG Research, EMEA, MSCI

    Moderator: Hugh Wheelan, Managing Editor, Responsible Investor
  • Embracing sustainability
    Embracing sustainability
    Nick Henderson, Portfolio Manager Sep 18 2019 2:00 pm UTC 45 mins
    The world faces a multitude of challenges; ranging from environmental challenges such as climate change, to societal challenges such as rising healthcare costs and obesity. These are not new, but during this webinar Nick Henderson will highlight how through careful stock selection and engagement, these risks and opportunities can be embraced and a diversified equity portfolio can be built to harness structural growth tailwinds.
  • ESG Integration in Sovereign Debt: Emerging and Developed Markets #1
    ESG Integration in Sovereign Debt: Emerging and Developed Markets #1
    Anna Georgieva, PRI Sep 19 2019 2:00 pm UTC 60 mins
    Join the PRI for a webinar on 19 September and on 26 September to hear about the findings of our new report, A Practical Guide to ESG Integration in Sovereign Debt. Investors are formalising approaches to systematic ESG integration across all asset classes – and sovereign debt is no exception. This new guide (to be released in September 2019) captures recent progress, provides guidance on assessing and integrating ESG factors at the research, security, and portfolio levels, and outlines areas where further progress is required.

    Speakers (to be announced) include investors who are actively considering ESG factors in sovereign debt analysis, as well as important stakeholders providing valuable data and additional insight to the ESG integration process.
  • ESG Integration into Manager Selection & Monitoring
    ESG Integration into Manager Selection & Monitoring
    Responsible Investor Sep 23 2019 3:00 pm UTC 60 mins
    Join us on 23 September at 4pm BST as we explore the topic of ESG integration in manager selection and monitoring. The webinar will feature industry experts from Aon and the San Francisco Employee’s Retirement System (SFERS).

    As the effects of climate change shape our world, investors are coming under increasing pressure to integrate ESG into their processes. For asset owners who rely on external managers, it is vital to be able to understand and monitor the integration process. For those selecting funds on behalf of their clients, it is important to validate how ESG is being incorporated and if it is being done on a consistent basis.

    Responsible Investor and Style Analytics are holding this webinar to discuss real examples of ESG integration, including a review of the key challenges faced and lessons learned from a public pension fund.

    The speakers will also explore how ESG approaches differ between the US and the UK, the tools and practices developed to select and monitor fund managers, and how the industry can look at ESG alongside other traditional factors.

    They will answer live audience questions at the end of the webinar.

    Speakers:
    Andrew Collins, Director of ESG & Responsible Investing, City and County of San Francisco Retirement System
    Tim Manuel, UK Head of Responsible Investment, Aon
    Bernie Nelson, President of Style Analytics North America


    Moderator:
    Tony Hay, Publisher, Responsible Investor
  • Quality Education / Reduced Inequalities
    Quality Education / Reduced Inequalities
    TBD Sep 25 2019 3:00 pm UTC 60 mins
    Quality Education / Reduced Inequalities
  • ESG Integration in Sovereign Debt: Emerging and Developed Markets #2
    ESG Integration in Sovereign Debt: Emerging and Developed Markets #2
    Anna Georgieva, PRI Sep 26 2019 4:00 pm UTC 60 mins
    Join the PRI for a webinar on 19 September and on 26 September to hear about the findings of our new report, A Practical Guide to ESG Integration in Sovereign Debt. Investors are formalising approaches to systematic ESG integration across all asset classes – and sovereign debt is no exception. This new guide (to be released in September 2019) captures recent progress, provides guidance on assessing and integrating ESG factors at the research, security, and portfolio levels, and outlines areas where further progress is required.

    Speakers (to be announced) include investors who are actively considering ESG factors in sovereign debt analysis, as well as important stakeholders providing valuable data and additional insight to the ESG integration process.
  • The financial materiality of ESG factors for fixed income investors
    The financial materiality of ESG factors for fixed income investors
    To be announced Oct 16 2019 3:00 pm UTC 60 mins
    The PRI will host this webinar jointly with the Sustainable Accounting Standards Board (SASB) to help fixed income investors appreciate the financial materiality of ESG factors in bond valuations and credit risk.
  • Global Asset Allocation Viewpoint: Q4 2019
    Global Asset Allocation Viewpoint: Q4 2019
    Yoram Lustig Oct 22 2019 9:00 am UTC 60 mins
    Join us on 22 October at 10:00am BST / 11:00am CET for quarterly asset allocation webinar, as Yoram Lustig shares his views on which asset classes and regions are presenting the greatest opportunities and risks. He will also discuss key themes and ideas that may play out over the coming months, to help you with positioning portfolios and have more actionable conversations with clients. You will be able to put your questions directly to Yoram during the webinar.