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.
In this webinar, Ziad Abdelnour will speak about where he is seeing opportunity in the us. Investing ideas abound, but which are the most over-looked, which are caused by the geopolitical undercurrents of the day, and how can investors get involved? Topics will include infrastructure, oil, commodities, and real estate, and the macroeconomic and political indicators showing that these investments are poised for growth.
Please join Ben Yeoh, Portfolio Manager, RBC Global Equity in conversation with Cary Krosinsky, Co-founder and Director of Carbon Tracker as they discuss sustainability ratings, SDG’s and divestment vs investment.
•What are the chances of excess new supply of office space in the short term?
•Can we tell anything based on granular investment data?
•What is the outlook for vacancy rates and prime office rental growth?
The discussion will focus on the growth in the equity release mortgage market and how the product works. It will also cover the way that DBRS looks at the market and how it assesses equity release mortgage pools.
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.
Jim McDonald gives an inside look into our new capital market assumptions research, which identifies the key investment theme shifting the global asset allocation, risk and return landscape over the next five years.
Neville White, Head of SRI Policy & Research at EdenTree, talks about our latest Amity Insight: Hungry Planet Revisited.
A sister publication to our previous Amity Insight: Thirsty Planet Revisited, Hungry Planet explores the risks, challenges and opportunities related to the global food supply chain and a rising population. As well as examining these issues, we will look at the investment value chain via five 'investible themes'.
Please join the dedicated Global Macro Investment Team for an update on their macro views, positioning and recent performance.
The Global Macro investment strategy seeks to capitalise on the major global themes driving asset class returns. High conviction macro views are reflected in a focused portfolio of long and short positions across equity, fixed income and currency, with the flexibility to adjust exposures in a risk-aware manner as the macro and markets evolve.
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.
If you are dialling in please use the details below with the pin: 61429#
Earning investment income today is a challenge, and it’s not getting any easier. Yields are low, and over the next ten years, traditional stock and bond portfolios are expected to earn less than half of what they did over the previous five. Investing for income poses a problem, particularly for those approaching retirement, who need to generate a steady stream of income without suffering large drawdowns. Based on the saver’s needs and outcome objective, a multi-asset income solution can draw on the best opportunities across the globe to deliver investors with income, with different distribution options to provide flexibility. But not all multi-asset income approaches are created equal, and investors must consider how diversified the solution is, how dynamic and flexible their manager can be, and how the manager looks to generate alpha.
Please join Karen Watkin from the AB Multi-Asset team to discuss key issues in the current environment.
Markets entered 2018 with double-digit equity returns, strong momentum and expectations that the synchronized global growth and corporate earnings recovery we saw in 2017 will continue into 2018.
However, markets have been more uncertain year-to-date with recent volatility suggesting that change is in the wind for investors. Central banks globally are moving away from emergency levels of easing, and large fiscal stimulus in the U.S. in the late stages of the business cycle could have unintended consequences. And, of course, valuations matter.
So how do you approach the asset allocation conundrum when investing late in the cycle? Join us on the 13th to find out.
Generating income of base rates plus 4.5% is not a simple task but it can be done with a multi-asset absolute return approach. It can also be done by avoiding taking unnecessary risks in traditional asset classes, which Fulcrum believes are likely to face a challenging return phase over the medium term.
In this session;
* We address the current income dilemma – how to generate income without taking too much risk
* We highlight the potentially low returns from traditional assets
* We suggest alternative solutions
* We provide the Fulcrum Income Solution
Join this session to learn how to achieve consistent income, low sensitivity to equities AND bonds as well as long-term capital preservation
About the presenter - Graham Neilson, Investment Director
Graham has been with Fulcrum as an Investment Director since summer 2017. Before that he was the Chief Investment Strategist at Cairn Capital for seven years. Between 2004 and 2010 he worked at Credaris Portfolio Management where he was a Partner and Portfolio Manager. He has also worked at ABN Amro, HVB, Bear Stearns, BNP Paribas and Asia Equity where he started his career in Hong Kong in 1993. Graham has a MA in Economics from University of St Andrew’s.
As volatility rises and the beta rally draws to a close how can investors find a balance between return maximisation and drawdown protection? Join Portfolio Manager Thomas Samson and Co-Portfolio Manager Hugo Squire, as they delve into the opportunities available in European credit and why they believe now is a good time to consider a strategy with a broad investment toolbox
Please join MFS as Pilar Gomez-Bravo will discuss contradictions between global fiscal and monetary policies, the complexities of longer-term secular themes - debt, demographics and technology - and review the impact of potentially-peaking global growth with muted global inflation.
This webinar reviews the first 9 months of MiFID II transaction reporting, looks at the most common errors, provides insight into the best reporting practices and highlights the regulators and clients perspective
European fixed income investors face a dilemma. The increasing cost of hedging from US dollars into euros has made European fixed income investments more attractive on a relative value basis. But political turmoil in Italy, a potentially less accommodative monetary policy from the ECB and trade wars have increased uncertainty.
Please join the AB European fixed income investment team to discuss how investing in Europe in the current environment can help you generate additional return.
Carmignac Fixed Income Fund manager, Charles Zerah, will present his views on fixed income markets in terms of risks and opportunities. In the context of the challenges faced by the asset class, namely higher volatility, lower liquidity and political uncertainty, he will provide a glimpse into his unique investment philosophy, that includes a flexible and unconstrained approach.
The blockchain revolution has arrived, and we believe it has the potential to impact the world just as much as the internet has since the 1990's. On the 11th of September we will be hosting a webinar discussing the hype behind the ‘Blockchain Revolution’, including taking a look into the technology.
- What is Blockchain & The Technology Behind The Phenomenon
- Transformation/Exponential Technologies Like The Internet of Things (IOT)
- Not Simply Bitcoin But The Technology Enabling Cryptocurrencies
- Who Are The Beneficiaries Of The Blockchain Technological Revolution
- Europe’s First Blockchain UCITS ETF – A Diversified & Liquid Global Opportunity
Our forecast for fixed income calls for continued low interest rates and relatively steady credit spreads for the next five years, leading to lower returns. Given this outlook, our head of quantitative strategies explores how investors can seek more from their fixed income investments.
Please join the Head of RBC Global Equity, Habib Subjally, as he introduces his team’s purpose and people with the help of his colleagues Luis Benoliel, and Jeremy Richardson, who will be acting moderator and devil’s advocate!
Despite the headlines, in this webinar, Eric Moore, fund manager on the FP Miton Income Fund, sets out why there are reasons to be optimistic about returns from UK equities, looking through the prism of the market's income generating characteristics.
Real estate is the primary diversifier for traditional equity/fixed income blends in European institutional investor portfolios. But what are the average allocations and splits between listed and unlisted real estate?
FTSE Russell has been selected by the European Public Real Estate Association (EPRA), as launch partner of their latest research report. Based on CEM Benchmarking’s database, the report provides unique insight into the historical record on real estate investment allocations, returns and risk for large European institutional investors.
Join Jon Duncan from Old Mutual Investment Group and Roland Grabe from Old Mutual Wealth Tailored Fund Portfolios as they discuss the sustainability issues and its connectivity to the financial markets. They will cover why sustainability issues matter and importantly showcase Old Mutual’s approach to capturing the sustainability opportunity and making this available to investors.
La presentazione illustrerà il punto di vista di Charles Zerah, gestore obbligazionario, in termini di rischi e opportunità nell'universo obbligazionario. Nel contesto delle sfide affrontate dalle asset class, vale a dire una maggiore volatilità, minore liquidità e incertezza politica, la conferenza web fornirà uno sguardo sulla sua filosofia di investimento unica, che include un approccio flessibile e non vincolato.
La sua partecipazione al webinar sarà particolarmente gradita.
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
Factors have historically been identified as critical drivers of portfolio risk and return and can now be used to better inform the investment process and provide insight into market performance.
Join our webcast to learn about MSCI’s latest factor research and how it can be applied to understanding recent market events. We will also examine how multi-factor strategies can provide core portfolio diversification.
In this webcast we will:
- Look at the current market dynamics through the lens of Factors
- Introduce MSCI’s latest research on factor influence on recent market events
- Analyze multiple-factor strategies and the power of diversification
- Mark Carver - Executive Director, Global Head of Factor Indexes, MSCI
- George Bonne, PhD, PRM - Executive Director, Equity Factor Research, MSCI
- Brendan Maton, IPE
Emerging market equities remain an attractive area to find growth. While liquidity and FX remain powerful drivers of EM asset prices, for those with a longer-term view, we think the fundamentals are strong and there remains compelling alpha to be had across region, sector, and market cap. So where are we seeing value?
Join Dr Michael O’Brien and Derek Power from Schroders QEP team as they look at the secular changes that are transforming this dynamic and diverse asset class -- and where they see opportunities.
In this webinar, Hugh Grieves, fund manager on the LF Miton US Opportunities Fund, sets out his views on the longest post-war expansion in modern times whilst also discussing his outlook for US markets.
Please join Marcus Lun, Portfolio Manager, RBC Global Equity, in conversation with Chris Sayner, Vice President, Customer Alliances, Corporate Sustainability at CRODA. Chris is also a member of the RSPO Communication & Claims Standing Committee, board member of the Personal Care Products Council, and writer on Ingredient Integrity™. Together they will discuss sustainability and engagement.
In this webinar, Pieter Hundersmarck, fund manager of the Old Mutual Titan Global Equity Fund, looks into the opportunities presented by corporate disruption and why South Africans who keep their savings at home will miss out on the greater opportunity set offered by the global universe.
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#
Hear from the UN body that is evolving the SDGs 3 years on, on the Ethical Finance 2018 conference pre-event webinar.
Ahead of the Ethical Finance 2018 conference on October 22/23 in Edinburgh, meet the United Nations Development Programme (UNDP), the lead UN development agency for implementing the UN Sustainable Development Goals (SDGs) with governments.
The UNDP is a supporting partner for the Ethical Finance 2018 Conference, along with the UK and Scottish governments.
On this webinar, Responsible Investor's Managing Editor will talk to Gail Hurley, UNDP Policy Specialist for Development Finance, about the work the UNDP is doing on driving the SDGs with policy makers, and about how they see the role of investors within that.
Don’t miss out on the opportunity to put your questions to UNDP about the evolution of the world’s biggest sustainability initiative!
Market participants around the world – from major institutional investor to active individual trader – use futures and ETFs to gain access to benchmark equity index exposure. These two instrument types are typically preferred for their liquidity, pricing, and ease of trading, relative to the alternatives.
Take a deeper dive with David Gibbs and Paul Woolman as they walk through different scenarios to help uncover the optimal solution for different trading strategies.
Join our experts for an interactive webinar that will address the differences between futures and ETFs across these five key factors:
• Cost comparison of expenses that affect the total cost between futures and ETFs
• Liquidity analysis across several US benchmark equity futures and ETFs
• Capital efficiencies and benefits of margin offsets in futures vs the fully funded nature of ETFs
• Operational efficiencies, such as opportunities for currency exposure, UCITS eligibility and managing the roll
• Tax considerations and applications for futures and ETFs
• David Gibbs, Director of Market Development and Education at CME Group
• Paul Woolman, Senior Director, Equity and Alternative Index Products group and Head of EMEA, CME Group
With Schroders' upcoming Quarterly Fixed Income Investment Forum coming up in a few weeks, David will use this webinar as a forum to discuss several ongoing investor debates, including the state of the USD, and Inflation. He will also offer a research analyst's perspective on another current debate sparked by recent tweets - quarterly reporting.
Ewan McAlpine presents our regular six-monthly update on fixed income markets, sharing current themes he has seen within the market and providing his outlook for the full spectrum of fixed income assets.
At Artivest, we believe cannabis may present a rare and compelling investment opportunity. Attend our live event to learn more about our measured investment approach for an emerging industry with an opportune growth curve.
Chinese equity markets have been under pressure since the start of the year, as the trade tensions with the U.S. intensified.
How does the implementation of import tariffs on Chinese goods and services impact the Chinese economy? How is China responding to mitigate potential implications on growth? And are trade tensions the only reason behind the market correction?
A successful ESG stewardship strategy requires investors to proactively address ESG risks in their portfolios. Over the last three years, climate change has become a top ESG shareholder proposal issue. Many shareholder proponents encourage companies to align their reporting with the recommendations of the Task Force on Climate-related Financial Disclosures, set GHG emission reduction targets, conduct 2°C scenario analyses and disclose on climate impact. However, the percentage of companies providing such disclosures remains generally very low.
This webinar gives an overview of emerging climate change topics from the 2018 proxy season and how investors can proactively identify climate-related risks and opportunities in their portfolios.
- What are the takeaways from the 2018 proxy season and Climate Week NYC 2018?
- Are we any closer to meaningful scenario analysis?
- How is data developing to help investors capture physical climate risk?
- Where are we at with TCFD reporting?
- How important is collaboration on these issues, through things like ClimateAction100+?
Moderator: Sophie Robinson-Tillett, Deputy Editor, Responsible Investor
Maximilian Horster, Managing Director, Head, ISS-Climate
Anne Simpson, Investment Director of Sustainability, CalPERS and Chair ClimateAction 100+
This webinar is produced by Responsible Investor, for dedicated news and events on ESG and sustainable finance check out our website at www.responsible-investor.com
Our quarterly update on sustainable investing: Mike Fox will update on his approach to sustainable investment and some of the key themes his team are seeing, before looking forward to what he sees on the horizon for the coming months.
The outlook of a faster convergence of the US economy towards full capacity, ongoing trade disputes and persistent geopolitical risks makes the case for a gradual rotation towards defensive strategies. Morgane Delledonne reviews some ETF strategies to adapt to the evolving economic landscape.
Hosted by Chris D’Onofrio, Managing Director, U.S. ABS, the discussion will also feature commentary from Lain Gutierrez, Senior Vice President, U.S. ABS. The discussion will cover evaluating underwriting guidelines across various PACE programs, understanding differing state approaches to program validation, assessing legal requirements at the assessment level (i.e. local opinions), and determining the impact of pool concentrations.
Artificial Intelligence (AI), big data, machine learning, cyber security – no industry takes up more space in our collective psyches than technology. It is part of the air we breathe and the cornerstone for business transformation and growth. It is also a never-ending exercise in new learnings and unintended consequences.
How do some of today’s top dealmakers decode the maelstrom of promise, transformation and false starts that is technology M&A?
In this presentation, we’ll explore:
- What are some of the most promising areas within technology M&A and why?
- What are some under-the-radar areas?
- What’s the best approach to deal sourcing in a seller’s market?
- How do dealmakers approach the art of technology valuation?
- What are the potential implications of the new CFIUS reform bill on cross-border transactions and foreign investment?
Please join Colin Morton, manager, Franklin UK Equity Income Fund, who will draw on more than 30 years of experience to share with you his solution for providing your clients with a premium yield couple with capital growth. As well as explaining the process behind his time-tested approach to UK equity income investing, Colin will discuss:
•Key themes driving performance
•Recent portfolio changes
•Outlook and positioning