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Institutional Investors

  • The Investment Management of Insurance Assets under Solvency II
    The Investment Management of Insurance Assets under Solvency II Gareth Mee, EY; James Hughes, Aberdeen Solutions; Euan MacLaren, NGAM UK; Martin Hurst, IPE Mar 28 2017 1:00 pm UTC 75 mins
    This is the first in a series of three webcasts looking at Solvency II from the point of view of the insurance company CIO.

    The second and third will focus on alternative fixed income and real assets respectively.

    How suitable - or otherwise - are the current capital charges and what can we expect from the 2018 review?

    Solvency II was conceived in a normal yield environment; that, of course has changed and this is one reason for the review planned for 2018. Insurers are interested in the agreed thinking of what these should be and the prospects of them being amended to a level more representative of the associated risk. What is reasonable and what can we expect?

    What might the political obstacles be to, say, making a distinction for capital charge purposes between Spanish and UK government bonds?

    The impact of regulation on investment strategy

    We will explore the relative impact of matching adjustment, volatility adjustment and transitionals and the impact on investment strategy as a result.

    Consolidation

    How are insurance asset owners coping with the new regulation generally? Can we expect consolidation among insurance asset owners because of the increased regulatory burden?

    Use of internal models can lead to lower capital requirements, but they are very expensive to create, and are thus likely to be the preserve of the larger insurance companies.

    Smaller firms might club together to enable them to access certain types of investment, and might ultimately see acquisition by a larger firm as the only way both to do this on a consistent basis and manage the increased regulatory burden. Furthermore, a common regime across Europe should make it easier for potential buyers to assess exactly what they are buying.

    Other regulatory factors

    What will be the impact on investment regulation of Brexit on UK regulation, and on the investment management of insurance assets?

    What can we learn from other regulatory regimes from an investment standpoint?
  • The Long and Short of Exuberant Markets
    The Long and Short of Exuberant Markets Jose Cosio, Managing Director—Global Client Group and Jim Chanos Founder, Kynikos Associates Mar 29 2017 1:00 pm UTC 45 mins
    With financial markets firmly in “risk-on” mode, many investors worry about a sudden return of “risk-off” sentiment.

    Jose Cosio, Managing Director—Global Client Group, and Jim Chanos, founder of premier short-only and market neutral manager Kynikos Associates LP*, are hosting a webinar to examine which alternative strategies could help investors weather less exuberant markets.

    *Kynikos Associates LP is a sub-investment adviser in AB’s Multi-Strategy Alpha Portfolio
  • Responsible investing in global equities- making a positive impact
    Responsible investing in global equities- making a positive impact Jamie Jenkins, Head of Responsible Global Equities Mar 29 2017 1:00 pm UTC 45 mins
    For nearly 20 years our Responsible Global Equity Strategy has been centred on sustainable companies that are proactively and effectively managing their environmental, social and governance (ESG) opportunities and risks. Jamie Jenkins discusses our philosophy and his experience in deploying an active ESG approach that we believe can deliver improved risk-adjusted returns for investors.
  • The Path to Portfolio Decarbonisation Across Asset Classes
    The Path to Portfolio Decarbonisation Across Asset Classes Chris Huhne, Co-Chair, ET Index Research Apr 4 2017 1:00 pm UTC 60 mins
    For asset owners and asset managers who want to better understand the investment risks and opportunities across asset classes in the transition to a low-carbon economy.

    In this webinar, industry experts and investors will examine innovative tools and metrics for accelerating the transition to low-carbon and sustainable investment across asset classes.

    Moderator:

    Chris Huhne, former UK Secretary of State for Energy and Climate; Co-Chair, ET Index Research

    Speakers:

    Seb Beloe, Head of Research, WHEB Asset Management

    Sam Gill, CEO, ET Index Research

    Richard Azarnia, Director, Fluktuat family office
  • The need for an unconstrained approach  in fixed income markets by Charles Zerah
    The need for an unconstrained approach in fixed income markets by Charles Zerah Charles Zerah, Fixed Income Fund Manager Apr 5 2017 2:00 pm UTC 45 mins
    The global cyclical pick-up of activity and inflation, the shift under way from monetary to fiscal support and political downside scenarios, present a challenge to investors looking to extract performance while navigating risks in bond markets. Charles Zerah, Fund manager of Carmignac Portfolio Global Bond, will present his investment allocation and explain how he has been able to extract performance and post a sturdy track record thanks to his unique investment philosophy and unconstrained approach.
  • Emerging Markets Fixed Income - Reasons to be Cheerful
    Emerging Markets Fixed Income - Reasons to be Cheerful Bryan Carter, Head of Emerging Markets Fixed Income Apr 11 2017 9:00 am UTC 45 mins
    In this webcast summit we will cover why there is reason for optimism in the Emerging Markets Fixed Income (EMFI) asset class. We will share insights into:
    - How attractive is EMFI under President Trump
    - Compelling reasons to invest in this asset class and why now is a good time
  • Cashflow matching strategies
    Cashflow matching strategies John Burke and Nick Woodward Apr 11 2017 10:00 am UTC 45 mins
    Head of Institutional, John Burke and Head of Investment Solutions, Nick Woodward consider the cashflow aware strategies available to pension schemes in the first of a series of webinars.
  • JPMorgan Investment Funds - Income Opportunity Fund
    JPMorgan Investment Funds - Income Opportunity Fund Bill Eigen Apr 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

    Password: 50482

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    Switzerland toll free: 0800 800 038
    UK: +44 (0) 20 3003 2666
  • UK Equity – What’s really going on
    UK Equity – What’s really going on Ben Russon, co-manager, Franklin UK Managers’ Focus Fund Apr 12 2017 10:00 am UTC 45 mins
    Despite a robust start to 2017, a cloud of scepticism appears to be hanging over many UK investors. However, we believe the resilience, diversity and overseas exposure of the UK stockmarket combine to offer investors great opportunity. By exploring the themes and ideas that drive stock selection, Ben will make the case that a highly selective approach to UK equity can lead to consistently healthy returns.
  • Why Investors are Tilting Towards Factors
    Why Investors are Tilting Towards Factors FTSE Russell, SSGA SPDR, Stadion Money Management Apr 12 2017 4:00 pm UTC 60 mins
    What are factor indexes and how can the be used are questions frequently heard by index providers and ETF issuers alike. Of equal importance is to understand why advisors and money managers are looking at ETFs linked to factor indexes and how they are incorporating factor ETFs as part of their client solutions.

    Join Rolf Agather, Managing Director of Research & Innovation, FTSE Russell; Matthew Bartolini, Vice President, Head of SPDR Americas Research and Will McGough, Senior Vice President and Portfolio Manager, Stadion Money Management for an interactive webinar on 12 April, noon-1pm Eastern where we will disucss:
    •Single and multi-factor indexes – the differences you need to know about
    •Performance and characteristics of different factors
    •Accessing factors via ETFs: exposures, liquidity and diversification
    •Live Case Study: How money managers are using multi-factor ETFs
    •The buy-side experience: lessons from adopting multi-factor ETFs
  • JPMorgan Investment Funds - Global Macro Opportunities Fund
    JPMorgan Investment Funds - Global Macro Opportunities Fund Global Multi-Asset Strategy Team Apr 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
  • SDG Webinar Series: OVERVIEW
    SDG Webinar Series: OVERVIEW Responsible-Investor.com Apr 19 2017 1:00 pm UTC 60 mins
    Responsible Investor presents a series of four webinars focused on the SDGs (Sustainable development Goals).

    The SDGs - officially know as "Transforming our world: the 2030 Agenda for Sustainable Development" – are 17 aspirational Global Goals.

    They have generated unprecedented interest from investors, companies and policy-makers and could be a pivotal moment for responsible investment.

    Responsible Investor is proud to present a series of webinars dedicated to the SDGs that will drill down into some of the key issues and highlight the main points.

    The SDGs could be a game-changer for responsible investment.

    This opening session will review all current SDG developments as well as their potential impact on investment decisions and corporate behaviour.

    SDG Webinar Series:

    APR 19 - SDG Webinar Series: OVERVIEW
    MAY 03 - SDG Webinar Series: SUSTAINABLE CITIES & COMMUNITIES
    MAY 10 - SDG Webinar Series: GENDER EQUALITY
    MAY 17 - SDG Webinar Series: ZERO HUNGER
  • J.P. Morgan emerging market strategy quarterly review
    J.P. Morgan emerging market strategy quarterly review George Iwanicki Apr 20 2017 2:00 pm UTC 60 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
  • Factor Indexing Explained: The Impact of Rebalancing
    Factor Indexing Explained: The Impact of Rebalancing FTSE Russell, Deutsche Asset Management Apr 20 2017 4:00 pm UTC 60 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
  • Global Credit Quarterly Webcast
    Global Credit Quarterly Webcast Craig MacDonald Apr 25 2017 8:00 am UTC 45 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.
  • Factor Investing for Fixed Income: Application and Advantages
    Factor Investing for Fixed Income: Application and Advantages Charles Cresteil and Olivier Laplenie Apr 26 2017 9:00 am UTC 45 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.
  • 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 Apr 26 2017 1:00 pm UTC 75 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?
  • Muzinich EmergingMarketsShortDuration Fund Update - April 2017
    Muzinich EmergingMarketsShortDuration Fund Update - April 2017 Warren Hyland Apr 26 2017 2:00 pm UTC 45 mins
    Warren Hyland, Portfolio Manager of the EmergingMarketsShortDuration Fund, will provide an update on the Fund's positioning, performance, and future outlook.
  • BPI Alternative Fund - Iberian Equities Long/Short 1st Quarter 2017
    BPI Alternative Fund - Iberian Equities Long/Short 1st Quarter 2017 Paulo Oliveira Apr 27 2017 9:00 am UTC 45 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.
  • JPMorgan Investment Funds - Global Income Fund
    JPMorgan Investment Funds - Global Income Fund Michael Schoenhaut Apr 27 2017 2:00 pm UTC 60 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.

    Password: 50485


    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
  • Not All Equal Weight ETFs Are Created Equal
    Not All Equal Weight ETFs Are Created Equal FTSE Russell, Invesco PowerShares Apr 28 2017 4:00 pm UTC 60 mins
    Equal weighting is one of the most intutitive 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, Invesco PowerShares and Todd Millay, Managing Director, Choate Investment Advisors for an interactive webinar on 12 April, 12 noon -1pm (Eastern) where we will disucss:
    •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
  • BPI Africa - Equity Fund 1st Quarter 2017 Review
    BPI Africa - Equity Fund 1st Quarter 2017 Review Teresa Pinto Coelho May 2 2017 2:00 pm UTC 45 mins
    BPI Africa is an Equity UCIT III fund that invests in companies with significant operations located in Africa, without any country or sector restrictions.

    The fund aims to provide the investor with direct access to markets with high growth potential and that are not directly reachable to most of them, in the African continent.
  • SDG Webinar Series: SUSTAINABLE CITIES & COMMUNITIES
    SDG Webinar Series: SUSTAINABLE CITIES & COMMUNITIES Responsible-Investor.com May 3 2017 1:00 pm UTC 60 mins
    Responsible Investor presents a series of four webinars focused on the SDGs (Sustainable development Goals).

    This second webinar in the series will focus on how investors can make cities and human settlements inclusive, safe, resilient and sustainable.

    The SDGs - officially know as "Transforming our world: the 2030 Agenda for Sustainable Development" – are 17 aspirational Global Goals.

    They have generated unprecedented interest from investors, companies and policy-makers and could be a pivotal moment for responsible investment.

    Responsible Investor is proud to present a series of webinars dedicated to the SDGs that will drill down into some of the key issues and highlight the main points.

    The SDGs could be a game-changer for responsible investment.

    SDG Webinar Series:

    APR 19 - SDG Webinar Series: OVERVIEW
    MAY 03 - SDG Webinar Series: SUSTAINABLE CITIES & COMMUNITIES
    MAY 10 - SDG Webinar Series: GENDER EQUALITY
    MAY 17 - SDG Webinar Series: ZERO HUNGER
  • BPI Brasil Fund - 1st Quarter 2017
    BPI Brasil Fund - 1st Quarter 2017 João Caro Sousa May 4 2017 9:00 am UTC 45 mins
    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.