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Nasdaq Dorsey Wright & First Trust Bring AlphaDEX® to European Advisors | .5 CPD Credit
The growth of technology & fee based advisory in the United States has been a powerful driver of the adoption of ETFs and the outsourcing of Model Portfolios by financial advisors and wealth managers.
MiFID II and the rise of robo advisors look set to reshape advisor business models and accelerate these same trends among investors in Europe.
Nasdaq Dorsey Wright and First Trust have been at the forefront of this investing revolution in the United States, delivering quantitative asset allocation strategies and systematic smart beta ETFs to empower advisors to compete in this new world.
The combination of Nasdaq Dorsey Wright Relative Strength Model Portfolios and First Trust AlphaDEX® ETFs is a powerful solution now available to advisors in Europe to enable them to potentially thrive in the era of the robo advisors.
In this session participants will learn:
-How to implement a systematic approach to asset allocation utilising ETFs
-How to differentiate between smart beta exposures
-Nasdaq Dorsey Wright relative strength asset allocation methodology
-First Trust AlphaDEX® security selection strategy
"AlphaDEX®" is a registered trademark of First Trust Portfolios L.P. First Trust Portfolios L.P. has obtained a patent for the AlphaDEX® stock selection methodology from the United States Patent and Trademark Office.
•Gregg Guerin, Senior Product Specialist, First Trust Global Portfolios
•Cameron Lilja, Director of Research & Development, Nasdaq Global Information Services
•Jay Gragnani, Head of Research & Client Engagement, Nasdaq Dorsey Wright
DBRS Ratings Limited (DBRS) invites you to attend a webinar on Irish Mortgage Market: Performance improvement and market changes on 15 March 2018 at 3 p.m. BST/4 p.m. CEST/11 a.m. EST. The webinar will be hosted by Gordon Kerr, Senior Vice President and Head of EU Structured Finance Research, in London.
The discussion will focus on the Irish mortgage market which has undergone several structural changes in recent years. Reform has revolved around the approach for managing delinquent borrowers and treating customers fairly. However, as the market continues to face political pressure, potential regulation is seeking to improve customer fairness among new originations.
In DBRS’s view, house price appreciation and an improving economy have provided ample support for diminishing mortgage delinquencies. The improving performance has led to better prospects for residential mortgage securitisations, including transactions securitising non- and re-performing loans.
The discussion will last approximately 30 minutes and will be followed by an interactive question-and-answer session. DBRS welcomes all who wish to participate.
Inflation is reemerging as a theme for investors. Is inflation coming back from the dead? How can fixed income investors prepare?
During this webcast our speakers will cover:
•Contributors to rising inflation
•Our base case for US inflation in 2018/2019
•Risks to the upside and downside
•Implications for the US inflation-linked bond market
Hosted by Chuck Weilamann, Team Leader of DBRS’s U.S. ABS Group, the discussion will feature commentary from senior members Chris D’Onofrio and Hollie Reddington. Topics for discussion include: trends in subprime auto ABS; collateral characteristic trends; comparison of break-even levels in outstanding transactions; two-year trends in repossession recovery rates; and origination volumes and obligor credit quality.
Join Richard Farrell, Portfolio Manager in the RBC Emerging Markets Equity team on ESG: A Country View – examining the environment of a country to view the impact of a company’s long term returns and sustainability. Moderated by Isabella Stanbrook Sustainability/ESG Consultant at Sancroft.
En la presentación se expondrán las ideas de inversión así como las perspectivas para los mercados de renta fija en 2018. Charles Zerah gestiona, entre otros, uno de los fondos con mejor rentabilidad, Carmignac Portfolio Unconstrained Global Bond.
Equity markets may be showing signs of vulnerability after experiencing a strong rally in stocks across some parts of the globe. With inflation concerns and rising rates weighing on fixed income assets, investors are wary of turning to this traditional source for return and diversification. Commonly used alternatives to these traditional beta sources come with their own challenges such as complexity, liquidity, lack of transparency and, in some cases, potentially stretched valuations.
In this webcast, we offer a liquid and transparent approach to generating returns, especially during times of market stress. Please join Jeppe Ladekarl, Paul Goldwhite and Allyson Pellissier from our Macro Investment team, as they discuss how an allocation to macro may improve your portfolio's risk-adjusted return profile and why currency can be an effective medium for expressing macro views and delivering returns when investors need them most.
Past performance is no guarantee of future results. Potential for profit is accompanied by possibility of loss.
- Jeppe Ladekarl: Partner, Investments, First Quadrant
- Allyson Pellissier, PhD: Associate, Investments, First Quadrant
- Paul Goldwhite, CFA: Director, Investments, First Quadrant
The upcycle for EM equities should continue over the next few years - a cycle which looks set to highlight the changing face of EM. Urs will walk through the new dynamic, away from commodities increasingly toward domestic drivers. He will then explain the success behind his team's emerging markets fund, the product of careful bottom-up selection based on fundamental "boots on the ground" research.
About the presenter
Urs Antonioli heads investment management and research for Emerging Europe, the Middle East and Latin America. He manages a team of analysts researching companies, industries and countries in the above region. Urs is a member of the UBS Asset Management Emerging Markets Strategy Committee. Urs began his financial career by joining the UBS Zurich graduate training programme in 1994. In 1995 he moved to UBS Asset Management to launch and manage the first UBS emerging market fund investing in Eastern European countries. From 1996 to 2000, his responsibilities comprised management of all Eastern European portfolios managed at UBS. He has spent more than eight years in research activities, specializing in energy, telecommunications, basic materials and the technology sector. He took up his present position in August 2001.
Global Emerging Market equities have delivered very strong total returns over the last two years and headline valuations now look fair. Through our disciplined value lens we look behind this façade and highlight significant dispersion in valuations and today’s opportunities to pick up attractively valued stocks.
Mike Fox describes RLAM’s approach to sustainable investing, highlighting the inherently flexible nature of our offering, comprising a suite of products that span the asset class mix. He also shares insights into how the team integrate sustainability into their investment decisions.
How can an unconstrained approach to credit provide an attractive risk/ return outcome with less volatility?
Join Muzinich’s Head of Public Markets, Mike McEachern, as he discusses the benefits of a multi-asset approach to credit investing and how an active manager can capitalise on the increase in return dispersion across credit.
Gone are the days of simplistic negative screens for ethical investing, as new investor demographics demand a greater scrutiny on the role companies play in society and how this can drive enhanced returns. Nick will explore how the Responsible Global Equity strategy fully incorporates Environmental, Social and Governance (ESG) risks and opportunities all the way through the investment process.
EM local currency bonds have performed strongly throughout 2017 into the start of 2018, and we remain positive for the rest of the year, as we are convinced there are some interesting EM FX alpha opportunities in these markets. Bryan Carter and JC Sambor, our head and deputy head of EM fixed income, will investigate current themes in emerging markets, discuss the different drivers and risk factors and arrive at an investment view regarding current market attractiveness.
Join us for this live webcast where our speakers will cover:
•Recent volatility in global markets
•EM growth forecasts
•Inflows into the EMs
•Higher commodity prices
•How undervalued EM FX are starting to strengthen against the US dollar
In this short video, Mike Fox, Head of Sustainable investments at Royal London Asset Management focuses firstly on the options available to investors who wish to embed values in the way that they invest, before describing where RLAM’s sustainable funds fit within this spectrum of impact.
In the first video in our series on sustainable investing, Mike Fox shares two key reasons why he believes we are seeing growing interest around sustainable funds. He looks at changes in dominant demographics and challenges historic beliefs that investment returns will suffer if you ‘do the right thing’ in respect of the environment, society and corporate governance.
Partecipa alla nostra prossima conferenza web in italiano per scoprire le prospettive di investimento di Charles Zerah e quelle dell’obbligazionario per il futuro. Charles gestisce, tra l’altro, il Fondo con rilevanti performance Carmignac Portfolio Unconstrained Global Bond.
First Trust’s AlphaDEX® methodology combines proven fundamental factors in a range of systematic equity ETFs. First Trust has pioneered fundamentally based ETFs with over 10 years of AlphaDEX® track record. In this presentation, Gregg will introduce how to capture the three market anomalies (Size, Value, and Growth) from the Nobel-prize winning modern portfolio theory (MPT) to potentially outperform market capitalization weighted indices in various equity markets.
Join other Local Authority Pension Funds on 8th March 11am to:
1. Learn more about key developments in the market that every fund manager needs to know.
2. Explore practical solutions for addressing climate change risk in pension portfolios, including responding to the TCFD recommendations.
3. Leverage insights from your peers in solving carbon-related investment challenges.
During the webinar we will explore:
- Key trends shaping climate change related financial risk.
- How to perform scenario analysis.
- Portfolio alignment strategies for a 2°C global warming pathway.
- Reducing 'Carbon price risk' while improving risk-adjusted returns in Local Authority Pension portfolios
Nehmen Sie teil an unserer bevorstehenden Webkonferenz mit Gergely Majoros, Mitglied des Investment Committee. Gergely wird Ihnen die Investment-Ausblicke und Fixed-Income-Perspektiven von Charles Zerah vorstellen. Charles verwaltet unter anderem den leistungsstärksten Fonds Carmignac Portfolio Unconstrained Global Bond. Die Webkonferenz wird auf Deutsch abgeahlten.
- With yields at historical lows, is there still value in European property?
- How should long term multi-assets investors view relative value in the current environment?
- How do the core European countries rank in respect to relative value?
As sustainable investing moves into the mainstream of institutional investing many investors may be unsure why this once niche strand of portfolio construction has risen so rapidly in the rankings of investor consideration. Is it driven by values, global policy, or is it really about a pure investment rationale; enhancing returns and minimising risk? Or a mixture of all three?
Join Dan Carson, Head of Green Solutions at FTSE Russell as he seeks to elaborate on some of the issues and drivers that have led to the increased popularity of sustainable investing; explaining why green taxonomies are important and how FTSE Russell’s Green Revenues data model can help asset owners identify the companies that are engaged in the global transition to a green economy.
Dan will go on to demonstrate how Green Revenues data is used within index construction and how asset owners have successfully used sustainability data and smart beta to build index solutions that eloquently combine risk premia with varying degrees of sustainable preference or parameters.
- Dan Carson, Head of Green Solutions, FTSE Russell
- Brendan Maton, IPE
Serions-nous à l’aube d’un nouvel âge d’or pour les marchés émergents, similaire à 2001-2005 ? Après une solide performance en 2017, une incertitude subsiste quant à leur capacité à délivrer de telles performances en 2018 et dans les prochaines années, notamment au regard de l’agenda politique très chargé. Une chose est sûre : dans un univers où le profil rendement-risque diffère radicalement d’un pays / d’une classe d’actifs à l’autre, la sélectivité restera essentielle, comme le seront la flexibilité et la gestion active des risques.
Are we at the dawn of an emerging-market golden age, similar to 2001-2005? After a strong performance in 2017, question persists as to whether they can continue delivering this level of performance in 2018 and in the coming years, despite the upcoming heavy political agenda. One thing is certain: in a universe where risk-reward differs completely from one country/asset class to the other, selectivity will remain key as will flexibility and active risk management.
Hosted by Chuck Weilamann, Team Leader of DBRS’s U.S. ABS Group, the discussion will feature commentary from senior member Sergey Moiseenko. The pair will provide updates to rating marine container securitizations; recent challenges faced by the industry and how it responded; rating structures with shorter final maturities; and DBRS baseline cash flow modeling assumptions.
In the past 25 years EMD opportunities evolved considerably. Collectively, emerging markets have undergone dramatic economic improvement and today present a compelling source of differentiated returns for investors of all stripes. The past quarter of a century NN IP has successfully navigated multiple cycles across the most dynamic and diverse universe of debt markets globally.
On the 22nd of March NN IP organizes a webcast on 25 years of EMD. Register now for this webcast on and find out how we navigated a quarter of a century of EMD economic cycles and what our expectations are for the future.
Why you should register:
- We share our key macro-economic insights on the changing role of the IMF and China, we discuss how to benefit from mega funds and cross-over investors and how to invest in defaulting countries.
- Presenting out EMD Outlook for 2018 and beyond
- Learn more about our ideas on the changing role of EMD in investment portfolios
- Q&A from the audience about EMD. Get directly into contact with NN IP's Head of EMD and Lead Portfolio Manager.
As the bull market enters its 10th year and valuations continue climbing across most market sectors, investors naturally begin to question where future growth may come from.
Artisan Partners Growth Team is focused on identifying high-quality franchises that are on the cusp of or in the early stages of compelling profit cycles—wherever they may occur.
As the market cycle matures, the team’s process becomes even more critical to identifying opportunities for accelerating profit growth.
The Growth team’s Jason White, lead portfolio manager for the recently launched Artisan Global Discovery Strategy, will discuss where the team is finding compelling opportunities, even against the backdrop of a maturing bull market.
Andrew Marks is a managing director of Artisan Partners UK and head of Europe, Middle East and Africa (EMEA) Distribution.
Jason L. White, CFA, is a managing director of Artisan Partners and a portfolio manager on the Growth team
We are seeing a new, more meaningful driver of shareholder value take over. The stock market is now rewarding companies that are making strategic investments in their businesses rather than focusing on self-preservation, as most did in the years following the crisis.
Identifying winning companies can be difficult in today’s markets as many investors are buying benchmarks, causing crowding and a “fat and flat” distribution within the equity market. So how does an investor break away from the herd?
Anik Sen, PineBridge’s Global Head of Equities, will share his differentiated process for picking the right stocks in today’s market – an approach much different than the top-down, style-based investing that has characterized investment flows for some time.
Emerging Markets ESG Case Study of Hanon Systems; positioned to benefit society. Please join Veronique Erb, Portfolio Manager, RBC Emerging Markets Equity as she looks as the ESG credentials of Hanon Systems, with a particular focus on the environment.
Factor Investing is transforming the way investors construct and manage portfolios. Join our webcast to learn about the evolution from Style Investing to Factor Investing taking place today. MSCI’s latest Factor innovation, MSCI FaCS and Factor Box provide the framework and standard for evaluating, implementing and reporting Factor allocations.
In this webcast we will:
• Introduce MSCI FaCS and MSCI Factor Box
• Demonstrate how to analyze your portfolio, compare fund to fund or funds to benchmarks and report fund or style characteristics using MSCI FaCS
- Dimitris Melas, Global Head of Core Equity Research, MSCI
- Mark Carver, Executive Director, Americas Head of Factor Index Products, MSCI
Siamo all’alba di una nuova era d’oro per i mercarti emergenti, simile al 2001-2005? Dopo una solida performance nel 2017, l’interrogativo che rimane è se i mercati emergenti possono continuare a offrire questo livello di performance nel 2018 e nei prossimi anni, nonostante l’imminente impegnativa agenda politica. Una cosa è certa: in un universo in cui il rendimento per il rischio differisce completamente da un paese/asset class all’altro, la selettività rimane la chiave di volta così come la flessibilità e la gestione attiva del rischio. La conferenza è in italiano.
¿Nos encontramos en el comienzo de una época dorada para los mercados emergentes similar a la de los años 2001-2005? Después de una sólida rentabilidad en 2017, persiste la pregunta de si este nivel puede continuar en 2018 y en los próximos años, a pesar de una agenda política intensa. Una cosa es cierta: en un universo donde el riesgo/rentabilidad difiere por completo de un país/clase de activo frente a otro, la selectividad seguirá siendo clave, al igual que la flexibilidad y la gestión activa del riesgo.
Emerging Markets ESG Case Study of Marico; the importance of supplier relationships. Please join Christoffer Enemaerke, Portfolio Manager, RBC Emerging Markets Equity as he looks as the ESG credentials of Marico, with a particular focus on the importance of building and supporting supplier relationships.
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.
BPI Brasil is a long only Fund investing 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 to offer a sustainable return over a reasonable time frame through an active management approach.
BPI Iberia invests in listed Portuguese and Spanish equities or equity related assets which offer upside potential. The fund aims to beat the benchmark over a reasonable time frame through an active management approach.
Emerging Markets ESG Case Study of Kimberly-Clark de Mexico; the benefit of stakeholder engagement. Please join Guido Giammattei, Portfolio Manager, RBC Emerging Markets Equity as he looks as the ESG credentials of Kimberly-Clark de Mexico, with a particular focus on stakeholder and employee engagement.
Managing risk on two sides: The unique challenges of integrating ESG for the insurance industry
【How ESG factors are influencing risk assessments: climate change, capital modelling and extreme events】
· How are recent weather-related events, which are being linked to climate change, changing insurance pricing, coverage and market sentiment? Are ‘extreme’ events no longer so extreme?
· What are the major ESG factors now that are influencing underwriting and capital provision at insurers?
· Tightening regulation on ESG issues and its impact on the insurance industry.
· Is the historical data available to utilise ESG factors as a performance predictor or gauge of risk quality?
· The development of new ESG risk-specific insurance products. Differences in the above trends globally.
【Divestment, investment and the move to ESG benchmarking】
· Why are insurers getting on the front foot around divestment in areas such as coal or tobacco?
· Insurers as investors: how this asset owner sector is shaping its long-term allocations with ESG factors in mind.
· What are the investment tools insurers are using to do so?
Axel Zehren, CFO, Allianz Investment Management
Michael Bruch, Head of Emerging Trends and the ESG department in Allianz Global Corporate & Specialty SE (AGCS)
Butch Bacani, Programme Leader, UNEP FI Principles for Sustainable Insurance Initiative
Linda-Eling Lee, Global Head of ESG Research, MSCI
This is an opportunity to hear from Matthew Merritt, Head of Multi-Asset Strategy Team, who will update you on our views about the evolving economic and market environment and outline how these developments are shaping your diversified growth.
With rising rates in the US, can value still be found in USD bonds? USD yields are significantly higher than EUR and GBP yield – but what are the risks investors are taking? And are they worth it? Blanca will discuss the spectrum of USD bond investment opportunities using
Fixed Income ETF examples.