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Institutional Investors

  • Bonds are Different: Resolving the Active versus Passive Debate
    Bonds are Different: Resolving the Active versus Passive Debate Tina Adatia & Olga Serhiyevich Recorded: Apr 28 2017 28 mins
    Opinions in the active-passive investment debate have drifted poles apart over recent years. We revisit this discussion by contrasting equity and bonds. We look at performance numbers and find that, unlike their stock counterparts, active bond mutual funds have largely outperformed their median passive peers over our sample period. We offer conjectures as to why bonds and stocks differ. Differences may be due to:

    •The large proportion of noneconomic bond investors
    •Benchmark rebalancing frequency and turnover
    •Structural tilts in fixed income space
    •The wide range of financial derivatives available to active bond managers
    •Security-level credit research and new issue concessions

    In short, informational efficiencies make beating equity markets difficult. But we believe that's not the case with fixed income, where noneconomic and passive investors pursue agendas that are not exclusively about total return
    Put simply, bonds are different.
  • Carmignac - Ein schmaler Pfad liegt vor den Märkten
    Carmignac - Ein schmaler Pfad liegt vor den Märkten Gergely Majoros, Member of the Investment Committee Recorded: Apr 28 2017 36 mins
    Nehmen Sie teil, an unserer nächsen Web-Konferenz mit Gergerly Majoros, Member of the Investment Committee, der Ihnen unseren Investmentausblick und eine Zusammenfassung unserer aktuellen globalen Anlagestragie präsentieren wird. Sie können Ihre Fragen während der gesamten Konferenz eingeben, welche im Nachgang, nach der Präsentation geklärt werden.
  • Not All Equal Weight ETFs Are Created Equal
    Not All Equal Weight ETFs Are Created Equal FTSE Russell, PowerShares by Invesco, Choate Investment Advisors Recorded: Apr 27 2017 60 mins
    Equal weighting is one of the most intuitive and straight forward smart beta approaches, but not all equal weight indexes are built alike.

    Join Rolf Agather, Managing Director of Research & Innovation, FTSE Russell; John Feyerer, Director of Equity ETF Product Strategy, PowerShares by Invesco and Todd Millay, Managing Director, Choate Investment Advisors for an interactive webinar for professional investors on 27 April, 12 noon-1pm (Eastern) where we will discuss:
    •Equal weighting - stock, sector or country level?
    •Benefits of low beta screening
    •Live case study: How advisors are using equal-weight ETFs
    •The buy-side experience: lessons from adopting equal weight ETFs

    Please note this webinar is for financial professionals only.
  • JPMorgan Investment Funds - Global Income Fund
    JPMorgan Investment Funds - Global Income Fund Michael Schoenhaut Recorded: Apr 27 2017 31 mins
    Please join Michael Schoenhaut, Portfolio Manager in the IM Solutions - Global Multi Asset Group (GMAG), for a review of the strategy, current positioning and the outlook.

    The Global Income strategy aims to exploit income opportunities from across the full range of asset classes, across the capital structure and to provide global diversification in both developed and emerging markets. It pursues a flexible allocation strategy to access the most attractive risk adjusted yield and invests in a broad range of opportunities to ensure income is distributed efficiently to meet the needs of yield-orientated investors.

    Don't miss this opportunity to put forward your questions.

    Featured fund: JPMorgan Investment Funds – Global Income Fund

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

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  • Carmignac - Narrow path ahead for markets
    Carmignac - Narrow path ahead for markets Didier Saint-Georges, Managing Director and Member of the Investment Committee Recorded: Apr 27 2017 40 mins
    Join our upcoming webinar with Didier Saint-Georges, who will present our investment views and provide a summary of our current global investment strategy. You may post your questions throughout the conference, they will be addressed after the presentation.
  • Sector Rotation – Time to take a closer look?
    Sector Rotation – Time to take a closer look? Pierre Debru, Quantitative Strategist Recorded: Apr 27 2017 43 mins
    Sector exposures are fundamental drivers of risk and return, with high dispersion between sector returns. The diversification demonstrated by MSCI World sectors is pervasive across regions; a remarkable feature, as it could have been significantly reduced by the large number of stock members in each sector.

    Flows into sector ETFs have increased significantly over the last year, showing the ever-changing investor mindset as they move from traditional country allocation to factor, sector and regional plays. Healthcare and financials captured the lion’s share in 2016.

    Deutsche Asset Management’s db X-trackers ETF platform offers a number of sector exposures across several different regions: global, European, EM and China.

    Deutsche Asset Management’s passive business has recently published a paper on Sector Rotation. This webcast will be hosted by Pierre Debru. He is a Director within Deutsche Asset Management, developing Investment Strategies and Model Portfolios within Passive Asset Management. He has 12 years of experience in Quantitative Research, Fund Structuring and Portfolio Construction. Previously, Mr. Debru was structuring and managing Structured Funds on all asset classes (UCITS or otherwise) at Nomura Alternative Investment Management. Prior to moving to Nomura, Mr. Debru was a Quantitative Analyst within BNP Paribas Investment Partners, Lehman Brothers Asset Management and Aviva Investors.
  • Carmignac - Les marchés sur une ligne de crête
    Carmignac - Les marchés sur une ligne de crête Didier Saint-Georges, Managing Director et Membre du Comité d’Investissement Recorded: Apr 27 2017 43 mins
    Participez à notre prochaine conférence en ligne avec Didier Saint-Georges, qui présentera notre vision des marchés et fournira un résumé de notre stratégie d’investissement globale. Vous aurez la possibilité de poser vos questions tout au long de la conférence, elle seront traitées en fin de présentation.
  • BPI Alternative Fund - Iberian Equities Long/Short 1st Quarter 2017
    BPI Alternative Fund - Iberian Equities Long/Short 1st Quarter 2017 Paulo Oliveira Recorded: Apr 27 2017 32 mins
    BPI Alternative Fund is a long/short equity fund investing in listed Portuguese and Spanish equities or equity related assets.

    The main concerns are to keep a low volatility, reduced drawdown and a low correlation with equity markets.
  • The Key to Unlocking Yield in Emerging Markets
    The Key to Unlocking Yield in Emerging Markets Warren Hyland Recorded: Apr 26 2017 20 mins
    Warren Hyland, Portfolio Manager of the Muzinich Emerging Markets strategies will start with an update on the Emerging Market landscape and where he sees the current opportunities, followed by an update on the Fund's positioning, performance and outlook.
  • Driehaus US Micro Cap Equity Fund Q1 2017 Webcast
    Driehaus US Micro Cap Equity Fund Q1 2017 Webcast Jeff James Recorded: Apr 26 2017 44 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove first-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Investing in Alternative Fixed Income for Insurance Asset Owners
    Investing in Alternative Fixed Income for Insurance Asset Owners Ajeet Manjrekar, PSolve; Etienne Comon, Goldman Sachs Asset Management; Michael Craig, Invesco Fixed Income; Martin Hurst, IP Recorded: Apr 26 2017 60 mins
    This is the second in a series of three webcasts looking at Solvency II from the point of view of the insurance company CIO.

    DETAILED AGENDA

    Introduction
    Rates are low, spreads are tight, and Solvency II is constraining the ability of insurers to pursue the credit investment strategies employed in the past (such as securitisations)

    Economic backdrop
    Where are we in the credit cycle, and what it means for the most attractive maturity segments on the credit curve, sector biases, and preference for strong covenants and/or senior secured loans

    What strategies work best under Solvency II
    Outright loans tend to be more attractive than securitisations
    Short-dated credit is more attractive than long-dated credit
    Sub-investment grade can be attractive

    ALM perspective
    For life companies, duration management is key. Alternative FI (e.g. loans) often bear a floating rate, which needs to be swapped to match liabilities
    One comment about the matching adjustment for annuity writers

    Brief review of the main ‘alternative credit’ markets: (with a brief comment about their attractiveness)
    Corporate loans – senior and mezzanine
    Real estate loans
    Infrastructure debt

    How can insurers invest?
    Funds vs. direct holdings
    What do insurers need to ensure compliance with Solvency II (reporting), and capital efficiency?
  • Factor Investing for Fixed Income: Application and Advantages
    Factor Investing for Fixed Income: Application and Advantages Charles Cresteil and Olivier Laplenie Recorded: Apr 26 2017 43 mins
    In this webcast we will cover a detailed look at how our fixed income factor investing strategies can benefit institutional investors looking for yield without taking additional duration, credit or liquidity risk. In particular we will focus on a long/short factor-based approach to government bonds.
  • Yacktman US Equity Fund Q1 2017 Webcast
    Yacktman US Equity Fund Q1 2017 Webcast Jason Subotky Recorded: Apr 25 2017 27 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove first-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Global Credit Quarterly Webcast
    Global Credit Quarterly Webcast Craig MacDonald Recorded: Apr 25 2017 24 mins
    Please join us for the quarterly Global Credit webcast where Craig MacDonald, Head of Credit and lead portfolio manager on the Global Credit Fund will provide an update on the fund's performance and positioning, as well as outlining the key market themes for the quarter ahead.

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  • Katie Nixon: The Reflation Trade - Not Dead Yet
    Katie Nixon: The Reflation Trade - Not Dead Yet Katie Nixon, CFA, CIMA, CPWA - Chief Investment Officer, Wealth Management Recorded: Apr 24 2017 3 mins
    Investors are questioning whether the reflation trade works anymore given the recent action in the stock, bond, commodity and currency markets. Katie Nixon explores the issue in this week's MarketScape.
  • Driehaus Emerging Markets Equity Fund Q1 2017 Webcast
    Driehaus Emerging Markets Equity Fund Q1 2017 Webcast Howard Schwab, Chad Cleaver, Richard Thies Recorded: Apr 24 2017 42 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove first-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Orange starts bank, Wealthfront starts lending, Direct mail, Talking to investor
    Orange starts bank, Wealthfront starts lending, Direct mail, Talking to investor George Popescu & Ryan Ross Recorded: Apr 24 2017 35 mins
    George & Ryan talk about articles including:

    Transparency remains a sticking point for online lenders.
    A Comparison of Funding & Liquidity Sources.
    Wealthfront to lend money.
    Getting the Most From Investor Calls.
    The Future of Financing and Vehicle Purchases.
    Why the Buzz Around Fintech Does Not Stop.
    Common Direct Mail Marketing Mistakes.
  • The Risk-Return Paradox of Low-Volatility Investing - Robeco
    The Risk-Return Paradox of Low-Volatility Investing - Robeco Pim van Vliet, Portfolio Manager Conservative Equities Recorded: Apr 21 2017 6 mins
    Llow volatility has become a new investment style offering lower-risk, without reducing return.
    It is this risk-return paradox that still shakes the fundaments of financial theory. Since 2016, Robeco has had a distinctive and proven approach – we call Conservative Equities. If you’d like to find out what our Conservative approach can do for you, read more on www.robeco.com/lowvolatility
  • Factor Indexing Explained: The Impact of Rebalancing
    Factor Indexing Explained: The Impact of Rebalancing FTSE Russell, Deutsche Asset Management Recorded: Apr 20 2017 59 mins
    How to efficiently capture and maintain exposure to factors is a common question heard by index providers and ETF issuers alike. Of equal importance is how the index methodology works to maintain exposure to chosen factors over time.

    Join Rolf Agather, Managing Director of Research & Innovation from FTSE Russell, and Robert Bush, ETF Strategist, Deutsche Asset Management for the latest quarterly update on:

    - Efficiently capturing multi-factor exposure
    - The changing factor exposures within indexes over time
    - The impact of latest rebalancing on embedded factor exposures
    - The impact of latest rebalancing on country and sector exposures
    - How latest rebalancing impacts the largest constituents in comprehensive factor indexes
  • J.P. Morgan emerging market strategy quarterly review
    J.P. Morgan emerging market strategy quarterly review George Iwanicki Recorded: Apr 20 2017 43 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: 50484


    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
  • Kopernik Global All-Cap Equity Fund Q1 2017 Webcast
    Kopernik Global All-Cap Equity Fund Q1 2017 Webcast David Iben Recorded: Apr 20 2017 27 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager, David Iben, to learn about what drove first-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • PIMCO’s Cyclical Outlook: Strengthening Economic Expansion
    PIMCO’s Cyclical Outlook: Strengthening Economic Expansion Joachim Fels, Global Economic Advisor, PIMCO Recorded: Apr 20 2017 14 mins
    Joachim Fels, Global Economic Advisor, and Portfolio Strategist Olivia Albrecht discuss PIMCO’s forecast for global growth and inflation, highlighting the reasons we have more confidence that the global economic expansion will strengthen and broaden over the cyclical horizon.
  • Der Bedarf an einem uneingeschränkten Ansatz für die Rentenmärkte
    Der Bedarf an einem uneingeschränkten Ansatz für die Rentenmärkte Präsentation von Charles Zerah, Fondsmanager, globale Anleihen Recorded: Apr 20 2017 24 mins
    Der globale, konjunkturbedingte Anstieg der Wirtschaftsaktivität und der Inflation, der Übergang von geldpolitischer zu fiskalpolitischer Unterstützung sowie Szenarien politischer Verschlechterung stellen Anleger, die nach Wertentwicklung suchen und gleichzeitig das Risiko auf den Anleihemärkten in den Griff bekommen müssen, vor Herausforderungen.
     
    In der Präsentation wird auf die Anlageallokation des Carmignac Portfolio Global Bond eingegangen und erläutert, wie Charles Zerah, Fondsmanager, anhand seiner einzigartigen Anlagephilosophie und seines uneingeschränkten Ansatzes Wertentwicklung und eine solide Erfolgsbilanz erzielen konnte.
  • Cushing U.S. Energy Infrastructure Equity Fund Q1 2017 Webcast
    Cushing U.S. Energy Infrastructure Equity Fund Q1 2017 Webcast Paul Euseppi, John Musgrave, Gavin Worthy Recorded: Apr 19 2017 52 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove first-quarter performance, the investment team's outlook, and current portfolio positioning.