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.
Alexander Gunz, Portfolio Manager, Heptagon CapitalRecorded: Dec 13 201839 mins
The Heptagon Future Trends Fund provides investors with access to a high-conviction, concentrated portfolio of global equities that are exposed to a diverse set of themes, all of which look set to grow in importance.
The team at Heptagon Capital has been writing proprietary thematic commentaries on topics as varied as robotics and molecular diagnostics for the last seven years.
Heptagon subsequently launched a UCITS fund centred on its best-of-breed ideas derived from this research at the start of 2016. The Fund focuses on a wide number of themes (currently 12), but invests exclusively in businesses that offer pure-play exposure to the trends in question (defined as at least 75% revenue being theme-derived).
All of the businesses in which the Fund invests are market leaders in their respective fields, spending above-average levels of research and development in order to sustain their dominant position.
Leading plays on cybersecurity, alternative energy, and robotic-assisted surgery have been the biggest contributors to returns over the past year, highlighting the diversity of the Fund.
Mark Elwood, Marketing Director, TeleWareRecorded: Dec 13 201850 mins
By 2025, it is estimated that 75% of the workforce will be millennials. With rapidly changing expectations on how, when and where employees want to work, technology is going to play an increasingly important role in attracting and retaining talent.
Join our discussion to find out how the millennial demand for mobility in the workplace could help solve the productivity crisis. Our panel of experts will share their views on:
• Understanding the needs of the millennial worker
• The key steps to providing the right technology within your digital transformation programme
• Why mobility and flexible working is the key to hiring and retaining a millennial workforce
• Demonstrating the proven link between mobility and productivity
This webinar will be hosted by Mark Elwood, Marketing Director, TeleWare. Panellists will include Andrew Fawcett, product manager, TeleWare and guest experts, Dr Lucy Green from Larato and Vicky Ryder from Microsoft
Responsible Investor and FTSE RussellRecorded: Dec 12 201860 mins
Join Responsible Investor and FTSE Russell for an interactive webinar on green real estate!
Climate change poses clear and material risks to real estate assets with the potential to impact return profiles. Real estate investing has historically lacked the appropriate tools to allow investors to assess their exposure to climate risk and to integrate it effectively in their investment strategies.
To help address this gap, FTSE Russell developed the FTSE EPRA Nareit Green Indexes to allow investors to identify real estate companies with strong sustainability performance. These indexes are a sustainability-focused extension to the FTSE EPRA Nareit Global Real Estate Index Series, a leading series of listed real estate benchmarks with approximately US$341billion of assets tracking this series.*
* Data as of December 31, 2017 as reported on April 2, 2018 by eVestment for institutional assets, Morningstar for retail mutual funds, insurance products, and ETFs, and additional passive assets directly collected by FTSE Russell.
· Listed Real Estate market trends in Developed markets, specifically Europe and North America
· Facing the sustainable real estate challenge – what is important to know
· The world’s largest asset class – addressing the investment data gaps
· Real Estate Indexes have the ‘green’ light - case for integrating sustainability considerations in Real Estate benchmarks
· Building for a green economy future – where to from here
· Q&A from the audience
Ali Zaidi, Director of Research & Indexes, European Public Real Estate Association (EPRA)
Calvin Schnure, Senior Vice President, Research & Economic Analysis, National Association of REITs (Nareit)
Jaakko Kooroshy, Head of Innovation and Standards, Sustainable Investment, FTSE Russell
Moderated by Tony Hay, Publisher, Responsible Investor
John Lloyd, CMO, ClearlySo, and Matias Wibowo, Investment Manager, ClearlySoRecorded: Dec 12 201846 mins
With climate change concerns dominating the headlines, investor appetite for clean energy technology is soaring. Once considered risky and largely shunned by mainstream investors, it has now become a dominating force within the United Kingdom's rapidly growing technology startup scene.
ClearlySo CMO John Lloyd interviews clean energy and environment sector expert and Investment Manager Matias Wibowo to find out why.
This webinar will include:
- What are some of the innovative solutions helping to tackle the world's biggest environmental challenges?
- Where is the investment going? What types of businesses?
- Case studies
Yoram Lustig, Head of Multi-Asset Solutions, EMEA & Andrew Armstrong, Solutions AnalystRecorded: Dec 12 201846 mins
As we near 2019, a range of disruptive forces present distinct challenges for investors – playing out in the geopolitical arena in the form of trade wars, on the policy front in the form of divergent monetary policies, and on the economic front as countries contend with a late-cycle environment. Yoram Lustig, T. Rowe Price’s Head of Multi-Asset EMEA, takes a closer look at the five main themes set to shape markets in 2019 and addresses how investors can prepare.
Ewan McAlpine, Jonathan Platt, Craig Inches and Azhar HussainRecorded: Dec 12 201819 mins
Ewan McAlpine, Senior Client Portfolio Manager is joined by Head of Fixed Income, Jonathan Platt, Head of Rates and Cash, Craig Inches and Head of Global High Yield, Azhar Hussain to discuss their views on fixed income markets as we look ahead to 2019.
David Jane & Anthony RaynerRecorded: Dec 12 201827 mins
With the recent pull-back in financial markets, Miton multi asset fund managers David Jane and Anthony Rayner will discuss their views and positioning, as well as their outlook for 2019 in this webinar.
Sudhir Roc-Sennett, Senior Portfolio AdviserRecorded: Dec 11 201821 mins
Join us for an interactive webinar with Sudhir Roc-Sennett of the Quality Growth boutique research team. Sudhir will discuss his approach to sustainable investing in emerging markets and why ESG considerations are integral to the Quality Growth approach.
Victor Schraner, Relationship Manager, will moderate a Q&A with Sudhir.
In this webinar Barney Goodchild, Investment Specialist, will share his views on the challenges facing fixed income investors and what tools investors can use to deliver better outcomes for their clients.
Masja Zandbergen, Carola van LamoenRecorded: Dec 11 201839 mins
Sustainability Investing has become increasingly important over recent years and consequently, it has received a large amount of media and manager focus.
With decades of experience in this space Robeco has been leading the charge, their experts will explore the themes that they believe will define 2019 and beyond – and explain what these themes mean for investors.
Masja Zandbergen, Head of Sustainability, Robeco
Carola van Lamoen, Head of Active Ownership, Robeco
Bob Browne, CFA - Chief Investment OfficerRecorded: Dec 10 20183 mins
It is important for investors to have good general rules which guide them, but sometimes there are important exceptions. The upcoming Federal Reserve meeting is an excellent example of this. Bob Browne explains.
John Malloy, Portfolio Manager of the RWC Emerging & Frontier Markets TeamRecorded: Dec 7 20185 mins
John Malloy, Portfolio Manager of the RWC Emerging & Frontier Markets Team, has recorded the latest edition of "On the Road" on the banks of the Bosphorus in Istanbul, Turkey. Here John talks about the period of macroeconomic adjustment the country is going through before looking at why he and the team remain positive on the long-term potential for investors in Turkey.
In this webinar, titled the “Winds of Change”, Chief Economist Johann Els gives his viewpoint on South Africa’s economic prospects. He will discuss the background global outlook on the SA economy as well as expectations for local growth and the outlook on the rand in a 2019 that will surely be eventful.
Are you invested in or considering infrastructure equity as an asset class? The attractiveness of infrastructure has been driven by strong returns in a low-yielding environment.
Sentiment for the asset class is at record highs, yet markets face headwinds with the ongoing withdrawal of quantitative easing and rising rates. This begs the question, where are we now in the infrastructure equity cycle?
Declan O'Brien, Infrastructure Senior Analyst, Research & Strategy;
Bronte Somes, Head of Infrastructure Equity EMEA;
Perry Offutt, Head of Infrastructure Americas,
• The evolution of the asset class in investment style, valuations and correlation with other markets; and
• Our insights into where we are in the infrastructure equity cycle
Devie Mohan, Co-Founder and CEO, BurnmarkRecorded: Dec 5 201862 mins
If you are feeling challenged by regulatory change, you are not alone. Everyone involved in information governance, at every stage of the information lifecycle, is feeling the effects – from Records Management and the Data Office through to Legal and Compliance. Heightened focus on data protection has created a collision of worlds – new intersections between data, records, privacy and security, requiring superhero experience, skill and agility to solve.
•How have changes in data privacy and protection disrupted information governance?
•How are financial institutions ensuring compliance, faced with extensive regulatory change?
•Which technologies are best suited to managing regulatory change?
We have assembled a team of superheroes to debate how to tackle these challenges, and offer tips to help you combat compliance.
Meet the superhero panel
Devie Mohan, Co-Founder and CEO, Burnmark
Lynn Molfetta, Global Head of Records Management, Deutsche Bank
Matthew Bernstein, Information Management Strategist, MC Bernstein Data
Ben Richmond, Founder and CEO, CUBE
Exclusive Research Report Access!
Register now to get your pre-launch copy of Burnmark’s latest research report ‘RegTech for Information Governance’, direct to your in-box immediately following the webinar.
If you are a Chief Data Officer, Head of Information Governance, Head of Records Management or a Chief Compliance Officer, register now to discover if your information governance is standing up to regulatory change.
Employee expectations to technology are changing rapidly. In their personal lives they often use the very latest technology, but often that can be difficult for firms to replicate. So, BYOD is becoming increasingly attractive for many employees who would like to use the technology they know and love for business as well as pleasure.
Join our panel of experts who will explore how BYOD strategies are evolving and how Re:Call from TeleWare could be the secret weapon you didn’t know you needed.
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 at the end of his presentation.
Audience dial in numbers:
+44 (0) 20 3059 2627 - Standard International Access
0800 368 0707 - UK Toll Free
1 877 406 7969 - USA Toll Free
Access PIN: 9975890#
Vicki Bakshi, Catherine Hoyle and Thomas HasslRecorded: Dec 4 201828 mins
This session will be hosted by Vicki Bakhshi, Director, in the Responsible Investment team. Catherine Hoyle, Associate Analyst, will explain the background and key takeaways of the ESG disclosure at mid-cap companies project, and Thomas Hassl, Senior Associate Analyst, will give an update on Climate Action 100+ and how this has influenced the Responsible Investment team’s engagement with high-emitting companies.
All participants will be able to submit questions during the webinar, and there will be the option to replay the webinar in full.
Please register if you plan to attend. We very much hope that you will join us.
Vera Krückel, Trends Analyst; Kenneth Robertson, Active Ownership SpecialistRecorded: Dec 4 201839 mins
The incidence and severity of cyberattacks has accelerated over the last couple of years. In response, spending on cybersecurity has been
stepped up by governments, private enterprises and individuals alike. With the advent of tighter data privacy regulation, a rapidly expanding attack surface and a growing army of resourceful hackers, spending is likely to shift into an even higher gear.
Investors can profit from this dynamic growth market by employing a strategy consisting of a core of established players with durable
competitive advantages, supplemented with a basket of young challengers who are the first in employing the latest technologies.
Marlies van Boven, managing director research & analytics. Vera Cady, senior research analyst, FTSE RussellRecorded: Dec 4 201846 mins
Factors and factor investing continues to be the most popular index-based method of improving portfolio risk adjusted returns.
But how should clients assess the impact of single and multi-factors indexes on their portfolios? How are return-profiles impacted by factor inclusion and other common smart beta strategies? Should clients routinely consider their overall underlying factor allocation? And how should factor allocation be assessed?
Join Marlies van Boven, managing director Research & Analytics and Vera Cady, senior research analyst, FTSE Russell as they demonstrate how the impact of factors can be assessed in real-time via Analytics Plus, FTSE Russell’s propitiatory smart beta and factor assessment tool.
Elodie Feller | Nathan Fabian | Martin SpolcDec 17 20182:30 pmUTC60 mins
The Technical Expert Group on Sustainable Finance set up by the Commission in July 2018 has launched a call for feedback on EU action to develop a unified EU-wide classification system – or taxonomy – for environmentally sustainable economic activities.
The call for feedback aims to help the Technical Expert Group engage with a broad range of stakeholders and experts and will close on 22 February 2019.
Find out more: https://ec.europa.eu/info/publications/sustainable-finance-taxonomy_en
This Webinar will provide background and guidance on the feedback process to support stakeholders and experts interested in contributing.
• Martin Spolc, Head of Unit, DG Financial Stability, Financial Services and Capital Markets Union, European Commission
• Nathan Fabian, Chief Responsible Investment Officer, PRI, Chair of the TEG Taxonomy Working Group
• Elodie Feller, Investment Programme Lead, UNEP FI, Observer in the Technical Expert Group
Anthony Willis and Gary PotterJan 4 201911:30 amUTC45 mins
We’d be delighted if you could join Anthony Willis and Gary Potter on the 4 January at 11.30am for the first of our 2019 multi-manager webinars.
After reflecting on 2018 we’ll cast our eyes towards 2019, exploring some of the likely themes for economies and markets, highlighting how our portfolios are positioned to take advantage of opportunities in the coming year.
Karen Ward & James ElliotJan 9 201910:00 amUTC60 mins
Join Karen Ward, Chief Market Strategist for the UK and Europe, as she explores the key trends and themes that are likely to shape global markets in 2019 and beyond.
Karen will be joined by James Elliot, Chief Investment Officer of the International business of the Multi-Asset Solutions team, who will provide an overview of the global macro strategy, within which we manage the JPM Global Macro Opportunities Fund and the JPM Global Macro Fund.
Please submit questions throughout the call to receive answers from Karen and James on the issues that matter to you.
The call will qualify you for 45 minutes of Structured CPD, accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investments (CISI).
Hosted by Lucy Walker, HEAD OF THIRD-PARTY FUNDS Sarasin & Partners.Jan 16 201910:00 amUTC45 mins
Europe’s investing landscape is complicated, but there are compelling reasons to reassess regional markets today. In this live interview, Andrew Birse, fund manager of AB's European equity portfolio, explains how his team bring a private equity-like approach to public markets, directly engage with short sellers for a broader perspective of risk and why bringing a global perspective to European stocks leads to overlooked investment opportunities.
Also in this interview
•Andrew and Lucy will discuss Europe’s current investment environment
•AB’s heritage as value investors, and why we believe clients demand return irrespective of style or factor exposures.
•AB’s differentiated investment approach
•A disciplined portfolio construction technique through cluster and correlation analysis.
•Live audience Q&A
Lucy Walker, HEAD OF THIRD-PARTY FUNDS at Sarasin & Partners.
Lucy joined Sarasin & Partners in 2011 and took on her current role in early 2016. In addition to managing a number of fund of fund portfolios, she sits on the company's investment policy committee and also runs its third-party fund analysis.
Human activities are accelerating environmental changes, notably in the form of climate change, pollution, and habitat loss. These environmental changes can lead to adverse consequences for businesses and for the financial institutions that provide services to them as the conditions for economic activities change. Financial institutions wishing to understand and assess their exposure to these risks need comprehensive and systematic information on how businesses depend on the environment and the consequences they face when that relationship is disrupted by environmental change.
For this reason the Natural Capital Finance Alliance, funded by the Swiss State Secretariat for Economic Affairs (SECO) and the MAVA Foundation, has come up with tools and insights to help practitioners identify material natural capital risks and opportunities within their portfolios and integrate these considerations into financial decision making. The webinar will provide an overview of the recently launched ENCORE tool (Exploring Natural Capital Opportunities, Risks and Exposure). It also marks the official online launch of the NCFA’s latest report produced by PwC, which applies the ENCORE tool to develop a natural capital assessment framework for enhanced portfolio risk management in banks.