This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.
Looking Ahead to the 2018 PRI Reporting Cycle
16th November 2017
11:00 AM EST | 8:00 AM PST | 4:00 PM GMT | 5:00 PM CET
Join this one hour webinar discussing the complexities of PRI signatory reporting and emerging trends investors should consider in fulfilling client mandates and meeting their active ownership responsibilities.
• Elina Rolfe, Head of Reporting and Assessment, PRI
• Adrie Heinsbroek, Head of Responsible Investment, NN Investment Partners
• Bruce M. Kahn, PhD, Portfolio Manager, Sustainable Insight Capital Management
• Ulrika Hasselgren, Global Head of Responsible Investment Strategy & ESG Integration, ISS
Moderated by Tony Hay, Publisher, Responsible Investor
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.
Today, retail investors are more engaged in the equities markets than ever before. And wherever they trade, they're doing so with more information, more focus, and more opportunities to build and protect their portfolios.
PredictWallStreet has taken this engagement and made actionable signals for the institutional investment community by harnessing this collective intelligence, through Nasdaq's proprietary machine learning.
Learn how to implement underlying stock movements, that that have beaten the market by 29% annually since 2013.
Join us for a complimentary webinar on the power of retail investor sentiment, and the science behind actionable investment ideas.
Machine learning. Wisdom of the crowd. Across US stocks, indices, ETFs & ADRs.
Hosted by Oliver Albers, VP, Nasdaq
Oliver Albers leads Nasdaq’s sales and account management teams for the firm’s Information Services business line. Encompassing core data products, index creation and ETF partnerships, Nasdaq Dorsey Wright, and Nasdaq’s machine intelligence initiatives, he is responsible for bringing to market next generation solutions that touch every type of capital market participant—advancing their trading strategies and infrastructures.
And featuring Craig Kaplan, CEO & Founder, PredictWallStreet
Craig is responsible for both the vision and the patented methods that process the collective intelligence of online investors to generate an edge in the market. Previously, Craig spent twelve years as CEO of iQ Company and has also worked at IBM and at the University of California Santa Cruz as a visiting professor in Computer Science. He holds MS and PhD degrees from Carnegie Mellon University where he co-authored papers with a Nobel-Prize winning economist. He is a member of the scientific research society Sigma Xi and has authored and co-authored more than 30 publications, including a book and eight patents in the software field.
This webinar will discuss ESG integration into passive investing and smart beta strategies. The world of index-based investing is in flux as ESG integration into passive is on course to become the norm for new mandates as we enter the era of “Smart Sustainability”.
• The why - rationale from major asset owners on integrating ESG into passive strategies
• Global developments - ESG, sustainability metrics and indexes
• Smart Sustainability - bringing together ESG with smart beta factors
• The challenges - corporate disclosure and access to data
• Corporate engagement - passive funds/indexes driving changes in corporate behavior
• The action and implementation - the pension fund perspective
• Live Q&A with the audience members
David Harris, Head of Sustainable Investment, FTSE Russell
Mark Thompson, CIO, HSBC Bank UK Pension Scheme
Maurice Versaevel, Investment Strategist, PGGM
Moderated by Daniel Brooksbank, Editor, Responsible-Investor.com
Christina Bastin, Portfolio Manager of the Muzinich Asia Credit strategies will provide an update on China, current market conditions and where she sees the investment opportunities, followed by a Q&A.
Even after a good run of performance in the current market cycle, we continue to see opportunities to capture returns from emerging market equities.
Please join us for this 30-minute webcast, where Rina Jha, CFA, Senior Analyst for the Global Emerging Markets Equities team, will discuss the current GEM bull market and explain our thoughts on why we believe there’s still room to run.
Our conversation will cover:
• Fundamental catalysts that should help the EM bull market continue;
• What potential pitfalls we see that could slow the market, including a hawkish Fed, a major “risk off” event or a slowdown in China; and
• The balance of opportunities and risks that favor the continued growth of emerging market equities.
With the first interest rate rise in more than a decade and the ongoing uncertainty of Brexit, many investors are seeking clarity on the market outlook. During the call, Head of Real Estate Forecasting, Simon Kinnie provides an explanation of our expectations of this asset class and what 2018 potentially has in store for Real Estate.
Our second global equities webinar of the series will drill deeper into the team's investment process and look at their economic return framework and how they use this strategy to seek value for investors.
Focusing on fundamentals and security selection while embracing inherent market inefficiencies and volatility are hallmarks of PPM America's philosophy.
As a sub-advisor for Eastspring's US investment grade fixed income solutions, Mark Redfearn will discuss key market drivers that have the potential to create practical, rewarding opportunities for investors in various market environments.
Key takeaways will include:
•US investment grade credit market update
•Options when the macro trade has run its course
•Addressing late cycle concerns
•Embracing idiosyncratic risk
The Sustainable Development Goals: A new tool for putting value on values?
Wednesday 8th November, 9:00 EST / 14:00 GMT / 15:00 CET
• The SDGs are 17 aspirational Global Goals launched in 2015 that are gaining traction amongst investors, companies and policy-makers
• Some of the world’s leading investors have started to allocate capital to the SDGs, recognising a new way to identify and unlock value
• New products such as funds and indices themed around the SDGs are in the pipeline or in development
• The SDGs: a new language you need to learn!
Xander den Uyl, Board of Trustees, ABP
Christopher Greenwald, Executive Director, Sustainable and Impact Investing, UBS Asset Management
Carly Greenberg, Senior ESG Analyst, Walden Asset Management
Tim Nixon, Head of Sustainability, Thomson Reuters
Moderator: Daniel Brooksbank, Editor, Responsible Investor
This webinar is presented in partnership with Thomson Reuters
Join Théodore Economou, CIO of Multi Asset and Chairman of LO Pension Fund Investment Committee, and Aurèle Storno, CIO of LO Pension Fund, in this webinar.
Charles St Arnaud, Senior Investment Strategist, will give a macro outlook at the beginning of the webinar.
Théodore and Aurele will then explain Lombard Odier Investment Managers’ innovative approach to asset allocation - our tried and tested ‘outcome-oriented’ approach, which means:
• Putting investors’ desired investment outcomes in the driving seat when constructing their portfolios
• Assembling fit-for-purpose portfolio building blocks according to investors’ objectives
• Finding a new liquid core portfolio allocation; a liquid, diversified multi-asset strategy with a strong focus on downside protection is best-placed to fulfill this role, in our view.
Michael Hasenstab discusses the potential impact of Fed tightening and balance sheet unwinding, widening rate divergences with the eurozone and Japan, political and structural risks across Europe, and opportunities across emerging markets.
For professional investor use only. Not for distribution to retail investors.
Is it possible to generate financial returns at the same time as investing to support positive environmental and social outcomes?
We answer the key questions around how to identify and shape an impact portfolio based on 8 key pillars derived from the UN’s Sustainable Development Goals (SDGs). Sarah Norris and Dominic Byrne, Portfolio Managers of our Global Equity Impact Fund, will discuss the rigorous selection process of identifying the companies with the strongest and most sustainable potential for investment and societal return.
+44 (0) 20 3059 2627 - Standard International Access
0800 368 0707 - UK Toll Free
Access PIN: 9975890#
Gergely Majoros, Mitglied des Investmentkomitees, erläutert Ihnen innerhalb von ca. 30 Minuten unsere aktuelle Markteinschätzung und unsere globale Investment-Strategie.
Wie gewohnt erhalten Sie ebenfalls einen Rück- und Ausblick zu Carmignac Patrimoine.
SKOR and LKOR ETFs use nontraditional indices based on US corporate bond credit scores, which we believe offer a leading indicator of rating changes. To support liquidity, the indices are limited to only the most liquid issues. To identify quality, the indices focus on the metrics we believe matter most in fixed income: management efficiency, profitability and solvency.
During this 30-minute webcast, Steve Friedman will discuss the implications for monetary policy of the selection of Jerome Powell as new Chairman of the Board of Governors of the Federal Reserve System and, by extension, the Federal Open Market Committee. Steve will also touch on one of the more immediate challenges for a Powell-led Federal Reserve, namely, how the central bank should respond to fiscal policy, which looks set to turn more stimulative next year.
Join our upcoming webinar with Didier Saint-Georges, Managing Director and Member of the Investment Committee, who will present our investment views and provide a summary of our current global investment strategy.
Head of Derivatives, Darren Bustin and Head of Government Bonds, Paul Rayner provide an update on RLAM's Absolute Return Government Bond strategy as well as an outlook for the government bond market generally.
• Sources of smart beta performance
• Market beta: the glaring omission from smart beta and factor investing offerings
• Mismanagement of market beta: consequences for the conditionality of smart beta performance
• An all-weather beta one long-only strategy
You are invited to participate in an Insight webinar in which our ESG Analyst, Joshua Kendall, will offer an update on responsible investment issues across the financial markets, and on Insight's responsible investment initiatives.
Could now be the time to add or increase allocations to international stocks? Consider the following: Historical performance over the past nearly five decades shows that domestic and international stocks have moved in a cycle of alternating outperformance. While past performance is no guarantee of future performance, this suggests that the cycle of domestic stock outperformance may be trending downward. While international stocks beat U.S. stocks by a wide margin for most of the 2003-2007 period, U.S. stocks have generally outperformed international stocks since then, in one of the longest winning streaks for U.S. stocks since 1970. We'll provide an overview of our view of asset allocation using a technical lens. Join us to see how using momentum-based strategies might be a fit for your clients' goals.
As a participant in the CFA Institute Approved-Provider Program,
Kevin D. Mahn is the President and Chief Investment Officer of Hennion & Walsh Asset Management. Mr. Mahn is responsible for all of the Wealth and Asset Management products and services offered at the Firm including the SmartTrust® series of Unit Investment Trusts (UITs).
John Lewis, CMT, is a Senior Portfolio manager with Nasdaq Dorsey Wright. In this role, Mr. Lewis is responsible for the investment strategies used in various different indices and models.Since joining the firm in 2002, Mr. Lewis has developed strategies for the firm’s Systematic Relative Strength series of separate accounts, the Technical Leaders Index methodology, global asset allocation strategies, and multiple series of UITs. His work is technically driven and focuses on relative strength and momentum as the main factors in the investment process.
We are delighted to invite you to join our forthcoming webcast at which our Head of Global Strategy, Andrew Milligan, will discuss our latest macro-economic and market views whilst considering the Outlook for the next quarter. There will be an opportunity to pose your questions directly to Andrew.
Audience dial in numbers:
Standard International Access: +44 (0) 20 3059 2627
Should global growth and interest rates move durably higher, professional fixed income investors will need to reassess their course and look for short duration and specialized solutions. During this webcast NN Investment Partners sets out two growth scenarios and their impact on a wide range of fixed income assets. NN Investment Partners will focus on two interesting asset classes that yield compelling returns for those willing to look for them:
• Future growth scenario’s and their impact on fixed income asset classes
• Hidden EMD opportunities: Frontier Market Debt and Local Currency
• Stay afloat in a rising rate environment with Alternative Credit solutions
• Willem Verhagen, senior Investment Strategist, NN Investment Partners
• Marcelo Assalin, Head of Emerging Market Debt, NN Investment Partners
• Gabriella Kindert, Head of Alternative Credit, NN Investment Partners
Carlos Hardenberg, lead manager of the £2.4bn Templeton Emerging Markets Investment Trust (TEMIT), will provide an update on emerging markets, talk through key themes, and discuss some of the opportunities the management team have identified.
Undeterred by the recent slowdown in M&A activity in 2017, tech acquirers have largely left their bullish forecast for dealmaking unchanged. For the third consecutive time, essentially half of the respondents to the semi-annual M&A Leaders' Survey from 451 Research and Morrison & Foerster indicated that they expected an acceleration in acquisition activity in the coming half-year. Join us for a lively discussion on where acquirers are looking to buy and what they expect to pay in those deals.