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Institutional Investors

  • Applying ESG factors into a real estate
    Applying ESG factors into a real estate Hugh Wheelan Jun 26 2017 2:00 pm UTC 60 mins
    Applying ESG factors into a real estate strategy: the latest data and evidence on the financial case for doing so and the practical, pragmatic way to do it.

    Investors increasingly appreciate the value of incorporating ESG criteria into their real estate exposure – both direct and indirect (via REITS) - but are uncertain of the full financial picture and potential environmental impact reduction now and over time.
    They also worry that such strategies might be too costly or complex, but they needn't be: product development is moving forward rapidly.


    Join real estate experts from Northern Trust, PGGM and GRESB to hear presentations and ask your questions on topics including:

    •Which ESG factors impact returns for buildings, portfolios and real estate companies, and to what extent? The data points you need to be aware of.
    •What ESG factors should then be blended into investment a real estate investment strategy: why and how?
    •What is the availability of benchmarking tools on the financials and impact measurement for ESG risks and improvements?
    •Engagement and ESG in property: what are the technical differences of investor activism in the property sector?

    Speakers:
    Roxana Isaiu, Director, ESG & Real Estate, GRESB
    Mamadou-Abou Sarr, Global Head of ESG Investing, Northern Trust Asset Management
    Christopher Botten, Programme Manager, Better Buildings Partnership

    Moderator:
    Hugh Wheelan, Managing Editor, Responsible Investor

    Sponsored by: Northern Trust Asset Management
  • Real Assets: Investment Strategies for Insurance Asset Owners
    Real Assets: Investment Strategies for Insurance Asset Owners Patrick Liedtke, BlackRock; Eugene Dimitriou, Columbia Threadneedle Investments; Ravi Rastogi, Mercer; Martin Hurst, IPE Jun 27 2017 1:00 pm UTC 75 mins
    This is the third in a series of three webcasts looking at Solvency II from the point of view of the insurance company CIO in which we address the investment management opportunities in real assets for insurance asset owners.

    An expert panel debate with:
    - Patrick Liedtke, Managing Director Head of the Financial Institutions Group (FIG) for EMEA, BlackRock
    - Eugene Dimitriou, Head of Insurance Solutions at Columbia Threadneedle Investments
    - Ravi Rastogi, Insurance Investment Group Leader, Europe, Mercer
    - Moderator: Martin Hurst, IPE
  • Is it too late to catch the EMD train?
    Is it too late to catch the EMD train? Nishant Upadhyay, Jaymeson Kumm, Brian Dunnett Jun 27 2017 2:00 pm UTC 60 mins
    Please join HSBC portfolio managers, Nishant Upadhyay and Jaymeson Kumm, as they discuss opportunities and risks in the local and hard currency segments of the asset class. Brian Dunnett, Senior Product Specialist, will moderate the discussion.

    Emerging markets debt (EMD) has performed extremely well so far this year, and is showing historically low volatility. Price stability coupled with improving fundamentals in some EM economies are attracting funds into EMD and lifting valuations in the asset class. But will investors continue to be compensated for the risks?

    Topics include:
    • Where we see value in the asset class
    • EMD and correlations to oil
    • Benefits of exposure to high yield and frontier markets debt
  • JPMorgan Funds – Emerging Markets Strategic Bond Fund
    JPMorgan Funds – Emerging Markets Strategic Bond Fund Pierre-Yves Bareau Jun 27 2017 2:00 pm UTC 60 mins
    Please join Pierre-Yves Bareau, the CIO for our Emerging Markets Debt Team within the International Fixed Income Group, for a discussion on our outlook for emerging markets debt as well as recent performance and positioning in Emerging Markets Strategic Bond Fund, where Pierre-Yves is the lead portfolio manager.

    Don’t miss this opportunity to hear from our Emerging Market Debt CIO and put forward your questions.

    Featured Fund: JPMorgan Funds – Emerging Markets Strategic Bond Fund

    Password: 50547

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  • The Key to Unlocking Returns in Emerging Markets
    The Key to Unlocking Returns in Emerging Markets Warren Hyland Jun 27 2017 3:00 pm UTC 45 mins
    Warren Hyland, Portfolio Manager of the Muzinich Emerging Markets strategies will provide an update on the Emerging Market landscape and where he sees the current opportunities.
  • ESG Investment: Voting season
    ESG Investment: Voting season Joanna McNeill and Sophie Rahm Jun 28 2017 2:00 pm UTC 45 mins
    Join Joanna McNeill, Governance & Stewardship Manager, and Sophie Rahm, Responsible Investment Analyst, for an overview of our global voting activity and key trends during the peak general meeting season.

    +44 (0) 20 3059 2627 - Standard International Access
    0800 368 0707 - UK Toll Free
    1 877 406 7969 - USA Toll Free

    Access PIN: 9975890#
  • Templeton Emerging Markets Investment Trust – Update
    Templeton Emerging Markets Investment Trust – Update Carlos Hardenberg, lead manager, Templeton Emerging Markets Investment Trust Jun 29 2017 9:00 am UTC 45 mins
    Carlos Hardenberg, lead manager of the £2bn Templeton Emerging Markets Investment Trust (TEMIT), will provide an update on emerging markets and how the portfolio is positioned to take advantage of opportunities the team has identified.
  • The 2017 Smart Beta Survey - Live Studio Panel
    The 2017 Smart Beta Survey - Live Studio Panel Rolf Agather, managing director of research,North America, FTSE Russell Jun 29 2017 1:00 pm UTC 45 mins
    Join Rolf Agather and a selection of special guests as they debate the findings from the 2017 Smart beta survey from the studios of the London Stock Exchange
  • 2017 Midyear Outlook: Great Expectations for Global Growth
    2017 Midyear Outlook: Great Expectations for Global Growth Markus Schomer Jun 29 2017 2:00 pm UTC 45 mins
    We believe 2017 will be the year where growth cycles reconnect and become more synchronized.

    Almost halfway through the year, we have seen some surprises in global markets and economies. Political risk in Europe – what seemed to be the biggest threat to global growth – has largely been defanged. But political risk in the US and Latin America is gaining strength.

    Join Markus Schomer, CFA, Chief Global Economist, as he explores the key drivers of his midyear economic outlook:

    •The global growth triangle and how it’s driving a regime change in markets
    •Developed versus emerging market implications
    •What investors should expect
  • Three steps to winning in European Equities
    Three steps to winning in European Equities Tawhid Ali, Chief Investment Officer—European Value Equities and Nicholas Davidson, Senior Portfolio Manager—­Equities Jul 5 2017 9:00 am UTC 45 mins
    How can investors discover stocks with long-term return potential, even in an environment of political and economic uncertainty?

    Join us for an interactive session with our fund manager and learn how it’s possible to invest successfully in European Equities.
    1. Find out how AB’s European Equity portfolios have successfully navigated changing market conditions by focusing on companies—and not countries.
    2. Discover why the key to identifying winners is to look for European companies that are global leaders and less exposed to regional trends.
    3. Learn how techniques used by private equity investors can be very effective when applied to stockpicking in public equity markets.

    Presenter: Tawhid Ali, Chief Investment Officer—European Value Equities
    Tawhid Ali has served as Chief Investment Officer of European Value Equities since 2012, having been the division’s Director of Research since 2008. Ali was previously a research analyst covering retail and leisure stocks in Europe. He was also appointed Portfolio Manager of Global and International Value Equities in March 2016.

    Moderator: Nicholas Davidson , Senior Portfolio Manager—Equities
    Nicholas Davidson joined AB in 2005 as a Senior Portfolio Manager. He works with clients across a range of AB’s global and regional equity services, and comanages the Global Equity Income Portfolio. Davidson was previously a consultant with McKinsey & Company, serving clients in the telecommunications and media industries and in the public sector.
  • Factor Investing and Active Management
    Factor Investing and Active Management Hitendra Varsani, Executive Director, Applied Equity Research, MSCI; Brendan Maton, IPE Jul 6 2017 1:00 pm UTC 75 mins
    · Six factors to bridge the gap between active and passive allocations
    · Multiple-factor strategies – top-down versus bottom-up construction
    · Which factors diversify risk and enable investors to optimize allocations to active and passive managers?
    · How can asset allocators use risk budgeting to combine active, passive and factor allocations?
    · How does institutional managers choice of active managers affect the factor-allocation decision?
  • EMD: Fundamentally Attractive
    EMD: Fundamentally Attractive Presented by: Shamaila Khan - Director - Emerging Market Debt and Pete Cornax - Senior Investment Strategist Jul 11 2017 1:00 pm UTC 30 mins
    Investors in emerging markets should not be blown off course by the occasional challenging headline or outbreaks of volatility. Fundamentals are improving—and warrant a closer look from insurers seeking higher levels of income without stretching their risk appetite.

    Please join Shamaila Khan, Director of Emerging Market Debt, and Peter Cornax, Senior Investment Strategist, as they examine improving fundamentals valuations both from a historical perspective and relative to fixed-income opportunities.

    Shamaila Khan is a Director of AB's Emerging Market Debt strategies. In January 2017, she was named a Director of Emerging Market Debt, expanding her influence on our Emerging Market Debt team to include the management and oversight of our hard- and local-currency emerging-market sovereign-debt strategies. Khan joined AB in 2011 as a senior vice president and portfolio manager, focusing on emerging-market corporate and quasi-sovereign issuers across all of AB's emerging-market debt and credit strategies. She has been actively managing and evaluating corporate and sovereign emerging-market debt issuance since 1997.

    Peter Cornax is a Senior Investment Strategist and Portfolio Manager of AB's Global Credit strategies, focusing on advising global insurers on strategic asset allocation and multi-sector/asset-class relative value. He has been a member of the Global Credit and Insurance Asset Management team for the past 16 years. Over that time, his primary focus has been on managing fixed-income portfolios for insurance and financial institutional clients in Europe, the US and Asia. Cornax specializes in incorporating regulatory and accounting considerations with traditional economic analysis.
  • JPMorgan Investment Funds - Income Opportunity Fund
    JPMorgan Investment Funds - Income Opportunity Fund Bill Eigen Jul 11 2017 2:00 pm UTC 60 mins
    Please join Bill Eigen, portfolio manager for the J.P. Morgan Income Opportunity Strategy and CIO for the Absolute Return & Opportunistic Fixed Income team. Bill and team are a separate platform dedicated to Absolute Return investing and Bill provides an unfiltered and agnostic update on the fixed income markets. He will also discuss the current fund positioning and outlook for the months ahead.

    The JPMorgan Investment Funds - Income Opportunity Fund is an absolute return fixed income fund which aims to deliver capital preservation and diversification from traditional fixed income while also limiting volatility. The fund draws on a variety of uncorrelated sources across the fixed income spectrum and maintains a systematic hedging component to aim for these characteristics even when the broad fixed income markets may struggle.

    Featured Fund: JPMorgan Investment Funds - Income Opportunity Fund

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  • What we don’t see in China’s debt risk
    What we don’t see in China’s debt risk Chi Lo Jul 12 2017 2:00 pm UTC 30 mins
    The amount of China’s debt, which is predominately bank loans, is not as
    excessive as the news headlines have painted. In this 30-minute webcast with Chi Lo, our Senior Economist on China,
    we will discuss China’s debt reduction, including:
    - How China has started tackling its debt problem through practical
    means;
    - Would a policy to swiftly cut China’s debt-to GDP ratio be implausible;
    - Has deleveraging moved up China’s policy priority list;
    - What could help solve China’s problem of capital misallocation; and
    - Is China’s excess capacity making its debt risk worse?
  • LDI Review and Outlook | Q2 2017
    LDI Review and Outlook | Q2 2017 David Jamieson Jul 13 2017 9:00 am UTC 45 mins
    In this 15 minute discussion, our Senior Market Strategist David Jamieson will discuss interest rates, inflation, z-spreads, real yields and other news.
  • JPMorgan Investment Funds - Global Macro Opportunities Fund
    JPMorgan Investment Funds - Global Macro Opportunities Fund Global Multi-Asset Strategy Team Jul 13 2017 9:00 am UTC 60 mins
    Please join the Global Multi-Asset Strategy Team for an update on the macro environment, our positioning and performance.

    The Global Macro Opportunities Fund aims to capitalise on global macroeconomic trends to drive returns using a dynamic, multi-asset approach that aims to deliver positive returns in different market environments. The fund capitalises on the expertise of an experienced team of investors, who reflect their macro views by investing flexibly across asset classes using a selection of traditional and sophisticated investment strategies.

    Don’t miss this opportunity to put forward your questions, and discover how we distil our view of the world into macro themes that provide a robust framework for investing.

    Focus fund: JPMorgan Investment Funds - Global Macro Opportunities Fund

    Password: 50458

    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
  • Cash update
    Cash update Craig Inches and Richard Nelson Jul 19 2017 1:00 pm UTC 45 mins
    Head of Short Rates and Cash, Craig Inches and Fund Manager, Richard Nelson provide a regular update on cash markets, offering an overview of RLAM's cash strategies.
  • Emerging Market Review and Outlook | Q2 2017
    Emerging Market Review and Outlook | Q2 2017 Colm McDonagh Jul 20 2017 9:00 am UTC 45 mins
    In this 15 minute session, Colm McDonagh, our Head of Emerging Market Debt will discuss what has happened to emerging market classes over the first quarter of the year.
  • IBOF Strategy Review and Outlook: Q2 2017
    IBOF Strategy Review and Outlook: Q2 2017 Matthew Merritt Jul 27 2017 10:00 am UTC 45 mins
    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.
  • Fixed Income Review and Outlook - Q2 2017
    Fixed Income Review and Outlook - Q2 2017 Harvey Bradley Aug 3 2017 9:00 am UTC 45 mins
    Join our Q2 Fixed Income webinar of 2017 to hear an overview of key economic topics and investment themes
  • Fixed income 6 monthly update
    Fixed income 6 monthly update Ewan McAlpine Sep 7 2017 1:00 pm UTC 45 mins
    Senior Client Portfolio Manager Ewan McAlpine offers a six monthly overview of fixed income markets, touching on all areas from gilts to high yield.
  • Global Equities
    Global Equities Peter Rutter Sep 27 2017 2:00 pm UTC 45 mins
    RLAM's Head of Global Equities, Peter Rutter offers his outlook for markets during the coming months and introduces his approach to investing.