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Institutional Investors

  • PMI Southern group - Defined Benefit transfers: Latest update, including GMP
    PMI Southern group - Defined Benefit transfers: Latest update, including GMP
    Sir Steve Webb, Partner, Lane Clark and Peacock Recorded: Nov 26 2020 63 mins
    Defined benefit transfers continue to make headline news in the financial services industry
    Sir Steve will provide an update of the recent changes in legislation, share his own views and be available for questions online
  • Insights into Italian RMBS
    Insights into Italian RMBS
    Gordon Kerr, Senior Vice President, Head of European Structured Finance Research, DBRS Morningstar Recorded: Nov 26 2020 27 mins
    DBRS Morningstar will host a webinar on 26 November 2020 at 3:00 p.m. GMT focusing on the analysis of Italian residential mortgage-backed securities (RMBS) transactions and the proposed addition of Italy to the “European RMBS Insight Methodology” and related model. The webinar will be hosted Gordon Kerr, Head of European Structured Finance Research, and Ketan Thaker, Managing Director and Head of European RMBS and Covered Bonds in London.

    The discussion will look at the Italian RMBS market structure, the loan-level analysis that will be applied by the European RMBS team, and its use in the proposed European RMBS Insight model for Italy. Making use of loan-level data from the European DataWarehouse, the European RMBS team has established a loan scoring approach that will tie into the “European RMBS Insight” methodology. The webinar will also cover recent performance of Italian RMBS and the housing market.

    The discussion will last approximately 25 to 30 minutes and will be followed by an interactive question-and-answer session. DBRS Morningstar welcomes all who wish to participate.
  • R&M update - Global Recovery and Global High Alpha
    R&M update - Global Recovery and Global High Alpha
    Hugh Sergeant Recorded: Nov 26 2020 24 mins
    Hugh Sergeant, Head of Value and Recovery strategies at R&M, discusses the current value opportunity.
  • Premier Pan European Property Share Fund webinar with Alex Ross
    Premier Pan European Property Share Fund webinar with Alex Ross
    Alex Ross Recorded: Nov 26 2020 42 mins
    In this webinar, Alex will discuss his views on the European real estate market, recent portfolio activity and portfolio positioning.
  • Engaging as a Sovereign Bondholder
    Engaging as a Sovereign Bondholder
    The PRI Recorded: Nov 26 2020 60 mins
    This PRI webinar will explore how bondholder engagement is conducted with sovereign issuers, including current practices and challenges, and how it could be scaled up to promote responsible investment.

    Speakers:
    - Yvette Klevan, Managing Director, Portfolio Manager/Analyst, Global Fixed Income Team, Lazard Asset Management
    - Adam Matthews, Director of Ethics and Engagement, Church of England Pensions Board
    - Jana Velebova, Portfolio Manager, Emerging Markets, Sovereign Team, BlueBay Asset Management
    - Moderated by: Claudia Gollmeier, Managing Director & Senior Investment Officer, Colchester Global Investors
  • The Great Income Hunt
    The Great Income Hunt
    Mike Clements, Pras Jeyanandhan, James Lynch, Josh McCathie and Lawrence Gosling Recorded: Nov 26 2020 57 mins
    For investment professionals only.
    'The Great Income Hunt' will be hosted by the Editor-in-Chief of What Investment, Lawrence Gosling, and feature discussions with the fund managers of our two specialist equity income funds: VT Downing European Unconstrained Income Fund and MI Downing Monthly Income Fund.

    They will outline the challenges faced by income seekers in today's market, and reveal how they are trying to solve this growing problem with examples of exciting opportunities.

    Please note, more information on the MI Downing Monthly Income Fund including the monthly factsheets showing historic performance is available to view here: https://downing.co.uk/existing-investor/mi-downing-monthly-income-fund.
  • Will the world return to normal?
    Will the world return to normal?
    Steven Bell, Chief Economist Recorded: Nov 26 2020 41 mins
    Vaccines open the prospect of defeating COVID-19. But how will markets fare against a background of ongoing virus cases, massive fiscal deficits and a new US administration?
  • DWS ESG TALKS: The rise of stakeholder capitalism
    DWS ESG TALKS: The rise of stakeholder capitalism
    Michael Lewis, Murray Birt & Gunnar Friede Recorded: Nov 26 2020 45 mins
    Please join DWS’s ESG TALKS webinar series where Michael Lewis, Head of ESG Thematic Research and Murray Birt, Senior ESG Strategist, discuss current issues impacting responsible and sustainable investing. They will be joined by ESG experts externally and from across the DWS platform incorporating all asset classes and business lines.

    On Thursday 26 November at 9:30 am GMT, Michael and Murray will be joined by Gunnar Friede, Head of ESG, Multi-Asset & Solutions. Together they will discuss the rise of stakeholder capitalism and why Milton Friedman got it wrong half a century ago. Shareholder first’ was not always the dominant framing of business purpose. We put this into a historical perspective and build on its evolution with empirical evidence.

    Agenda:
    _ The history of the shareholder versus stakeholder debate
    _ How investor and corporate perception and behaviours are changing
    _Towards a new framing of business purpose

    Speakers:
    _ Gunnar Friede, Head of ESG, Multi-Asset & Solutions
    _ Michael Lewis, Head of ESG Thematic Research
    _ Murray Birt, Senior ESG Strategist
  • The Cost-to-Income Ratio Conundrum. Do Wealth Managers Have it Under Control?
    The Cost-to-Income Ratio Conundrum. Do Wealth Managers Have it Under Control?
    Lucy Heavens, Marketing Director, Wealth Dynamix Recorded: Nov 26 2020 46 mins
    With average cost-to-income ratios (CIR) at 70% and a wide variations ranging from 40% to 115% the race is on for wealth managers to find new revenue sources, and better control costs, in order to grow profit margins and remain competitive. In addition to CIR, Chief Executives are troubled by the threats to business continuity posed by COVID, the ever-increasing service expectations of clients and how to keep their advisors happy.

    In reality, how many wealth management CEOs have all of these factors under control? What are their challenges? And what are the successful minority doing to boost revenues and increase productivity, at a faster rate than their costs are rising?

    These are some of the questions tackled in the recent Orbium/Accenture survey “Survive and Thrive to 2025: Insights from the Wealth Management C-Level”.

    Join our webinar to hear the key findings of the survey debated by:

    Ian Woodhouse, Head of Strategy and Change, Orbium
    Gary Linieres, CEO and Co-founder, Wealth Dynamix.
    Tara Palmer, Group COO, Kleinwort Hambros
    David Pallister, Client Needs & Advice Journey Owner, Coutts

    Questions that will be discussed include:

    - Is remote client/advisor interaction driving faster adoption of more digitised processes?
    - How can you transition to less manual and costly forms of communication, given that 57% of wealth managers still see a need for paper-based correspondence?
    - Where are the quick wins? Which processes should wealth managers look to automate first?
    - Given that the survey shows 32% attrition typically follows an inter-generational succession, how can wealth managers avoid AuM leaving their firm?
    - How can you attract and retain the right talent, best able to beat revenue targets in the future?
    - Why are advisors and clients from different regions adopting new technologies and embracing intelligent automation at different rates?
  • M&G Global Real Estate Outlook: The world that COVID-19 built
    M&G Global Real Estate Outlook: The world that COVID-19 built
    José Pellicer, Alex Greaves, David Jackson and Richard van den Berg, M&G Real Estate | Richard Lowe, IPE Real Assets Recorded: Nov 26 2020 68 mins
    This webcast will dig further into the key trends shaping real estate, as well as standout areas of opportunity.

    José Pellicer, Head of Investment Strategy, will be joined in exploring the market ahead, by Richard van den Berg, David Jackson and Alex Greaves. Each specialist will bring their on-the-ground insight to discussion of pertinent topics such as the changing role of real estate for occupiers.

    Presenters:

    • José Pellicer - Head of Investment Strategy, M&G Real Estate
    • Alex Greaves, Head of Residential, London, M&G Real Estate
    • David Jackson, Head of Fund Management - Europe, M&G Real Estate
    • Richard van den Berg, Fund Manager - Asia, M&G Real Estate

    Moderated by: Richard Lowe - Editor, IPE Real Assets
  • Energy Outlook & Product Updates
    Energy Outlook & Product Updates
    Erik Norland (CME Group), Nicolas Dupuis (CME Group), Michelle Zhang(DME), Kevin Tan (Straits),Royston Huan(Refinitiv) Recorded: Nov 26 2020 105 mins
    Straits Financial Group will host a series of webinars. The series consist of three webinars, covering in vogue topics of Cryptocurrency, Metals and Energy. It will feature industry specialists, economists and experts to share their outlook on investment and market trends.

    The webinar on Energy will take place at 2:40pm, 26 November 2020. Join this webinar to hear the panel experts talk about macroeconomic outlook and its impact on energy market, energy trading strategies, and energy investment products.

    We have two guest speakers from CME Group. Erik Norland, Executive Director and Senior Economist at CME Group, will give a talk on Commodity and Energy Macro Outlook. Nicolas Dupuis, Senior Director, Head of Energy Products at CME Group, will give an introduction NYMEX Energy Market Development.

    Our guest speaker, Royston Huan from Refinitiv, will discuss in depth on Fuel Oil Economics in Singapore and a Look at the Dynamics of Singapore and China Fuel Oil Trading.
    Our in-house speaker, Kevin Tan, will give a talk introducing Straits Financial Energy products, how we utilize the OTC system and new trading strategies.
  • Is Diversification Dead?
    Is Diversification Dead?
    David Schofield - President, Intech International Division | Iheshan Faasee, Managing Director, Client Portfolio Manager Recorded: Nov 25 2020 68 mins
    Equity markets have been dominated by a handful of the largest stocks for several years. As a result, today’s cap-weighted indexes are nearing historical levels of capital concentration – and those few, dominant stocks wield a disproportionate influence over market returns. In a market driven by the behaviour of a handful of stocks, does a diversified approach to equity investing still make sense?

    In this webinar, the President of Intech’s International Division, David Schofield, and Iheshan Faasee, managing director and client portfolio manager, will discuss:

    • Are market stress indicators showing signs that a size reversal is ahead?
    • Can systematic rebalancing generate alpha over time?
    • What is a portfolio’s Excess Growth Rate, and how does it contribute to portfolio returns?
    • How does an optimized portfolio exploit the rebalancing premium?

    Presenters:
    • David Schofield - President, Intech International Division
    • Iheshan Faasee - Managing Director, Client Portfolio Manager

    Moderated by:
    • Brendan Maton, IPE
  • IPE D.A.CH-Webinar „Ausblick 2021: Asset Allocation in der Corona-Krise”
    IPE D.A.CH-Webinar „Ausblick 2021: Asset Allocation in der Corona-Krise”
    Frank Schnattinger, Chefredakteur IPE D.A.CH Recorded: Nov 25 2020 75 mins
    Die Corona-Krise hält auch mehr als neun Monate nach dem Auftreten der ersten Fälle die Menschheit, Wirtschaft und die Kapitalmärkte weltweit in Atem. Während die Verwerfungen an den Kapitalmärkten zunächst kurzfristiger Natur waren, so stellt sich zum Jahresende 2020 für institutionelle Anleger die Frage, welche langfristigen Anpassung vor dem Hintergrund der aktuellen Ereignisse Sinn machen? Welche Assetklassen werden durch die Krise attraktiver, welche weniger attraktiv?

    Darauf wollen in unserem Webinar „Ausblick 2021: Asset Allocation in der Corona-Krise“ eingehen. Das Webinar findet am Mittwoch den 25. November von 13.30-14.45 Uhr statt. Beiträge kommen von LPX AG, Hérens Quality Asset Management und Degroof Petercam Asset Management



    AGENDA
    ---

    Einleitung und Themenübersicht
    Frank Schnattinger, Chefredakteur
    IPE D.A.CH
    ---

    Alternatives in COVID – Understanding Investment Cycles in Crisis Markets: Case Studies from Private Equity and Infrastructure
    Dr. Michel Degosciu, Managing Partner
    LPX AG

    Quality Generated Performance – Wie Krisen bei den Unternehmen die Spreu vom Weizen trennen
    Diego Föllmi, CEO
    Hérens Quality Asset Management

    Ist Nachhaltigkeit relevant für Investitionen in Staatsanleihen?
    Ulrike Kaiser Boeing, Countryhead Schweiz
    Degroof Petercam Asset Management

    ---

    Q&A
  • Info Session: Principles for Responsible Banking - Civil Society Advisory Body
    Info Session: Principles for Responsible Banking - Civil Society Advisory Body
    UNEP FI Secretariat Recorded: Nov 25 2020 40 mins
    As committed to by the Signatories to the Principles for Responsible Banking, UNEP FI is now establishing the Civil Society Advisory Body to support and advise Signatories in implementing the Principles for Responsible Banking. During this info session, the UNEP FI Secretariat and Banking Board representatives will present the Advisory Body's role and responsibilities, and application process.

    For more information, please visit: https://www.unepfi.org/prb-civil-society-advisory-body/
  • R&M update - R&M UK Micro cap Investment Company
    R&M update - R&M UK Micro cap Investment Company
    George Ensor Recorded: Nov 25 2020 31 mins
    Portfolio manager George Ensor discusses the current opportunity in UK Micro cap.
  • Introducing the VT Downing European Unconstrained Income Fund
    Introducing the VT Downing European Unconstrained Income Fund
    Mike Clements, Pras Jeyanandhan and Kevin Addison Recorded: Nov 25 2020 55 mins
    For investment professionals only.
    Launched in November 2020, the managers of this European income fund seek to generate returns by identifying high quality companies that have a long term sustainable competitive advantage, with potential to generate growth over time. At the point of entry the valuation of the company is attractive to the fund managers, either because it has fallen out of favour in the short term, or because it is “off the radar” of many other investors.
    Meet the fund managers in their first introductory webinar.
  • Moving to Master Trust - Consolidation shouldn’t mean standardisation
    Moving to Master Trust - Consolidation shouldn’t mean standardisation
    Anish Rav, Head of Client Strategy, Atlas Master Trust Recorded: Nov 25 2020 43 mins
    Anish Rav, Head of Client Strategy, will discuss Atlas’ forthcoming white paper on whether DC consolidation has to involve compromising quality and accepting standardisation. He will explain how moving to master trust does not mean employers having to accept a ‘one size fits all’ approach, the options available for delivering a tailored solution and how each employer’s objectives can still be recognised and met.
  • ETFs vs Futures Quarterly Analysis
    ETFs vs Futures Quarterly Analysis
    Vincent Denoiseux, Head of ETF Research, Lyxor ETF Recorded: Nov 25 2020 57 mins
    During this webcast and thanks to an in-depth database of futures’ Cost of Financing, Lyxor ETF Research will draw a comprehensive analysis of the compared performances of ETF and Futures, and provide early insights about the upcoming end of December futures roll.
  • IPE D.A.CH-Webinar „Ausblick 2021: Asset Allocation in der Corona-Krise”
    IPE D.A.CH-Webinar „Ausblick 2021: Asset Allocation in der Corona-Krise”
    Frank Schnattinger, Chefredakteur IPE D.A.CH Recorded: Nov 25 2020 63 mins
    Die Corona-Krise hält auch mehr als neun Monate nach dem Auftreten der ersten Fälle die Menschheit, Wirtschaft und die Kapitalmärkte weltweit in Atem. Während die Verwerfungen an den Kapitalmärkten zunächst kurzfristiger Natur waren, so stellt sich zum Jahresende 2020 für institutionelle Anleger die Frage, welche langfristigen Anpassung vor dem Hintergrund der aktuellen Ereignisse Sinn machen? Welche Assetklassen werden durch die Krise attraktiver, welche weniger attraktiv?

    Darauf wollen in unserem Webinar „Ausblick 2021: Asset Allocation in der Corona-Krise“ eingehen. Das Webinar findet am Mittwoch den 25. November von 9.00-10.00 Uhr statt. Beiträge kommen von LPX AG und Degroof Petercam Asset Management


    AGENDA

    ---
    Einleitung und Themenübersicht
    Frank Schnattinger, Chefredakteur
    IPE D.A.CH

    Alternatives in COVID – Understanding Investment Cycles in Crisis Markets.: Case Studies from Private Equity and Infrastructure
    Dr. Michel Degosciu, Managing Partner
    LPX AG

    Is sustainability relevant for investments in government bonds?
    Ulrike Kaiser Boeing, Countryhead Schweiz
    Degroof Petercam Asset Management

    Q&A
    ---
  • ¿Por qué Bonos Municipales estadounidenses?
    ¿Por qué Bonos Municipales estadounidenses?
    Sasha Evers, Director General de BNY Mellon Investment Management para Iberia y LATAM Recorded: Nov 24 2020 30 mins
    Durante la conferencia web con Sasha Evers, Director General de BNY Mellon Investment Management para Iberia y América Latina se enfocará en los siguientes temas:
    ¿Cuáles son las principales características del mercado de los Bonos Municipales Estadounidenses?
    ¿Por qué tiene sentido incluir estos bonos municipales en una cartera diversificada?

    ¿Dónde estarán las oportunidades y riesgos en los mercados de bonos municipales estadounidenses después de las elecciones?
  • High Yield: Opportunities in a Post-Election & High Efficacy Vaccine Environment
    High Yield: Opportunities in a Post-Election & High Efficacy Vaccine Environment
    Michael J. Dugan, CFA: Executive Director and Client Portfolio Manager, Nomura Corporate Research and Asset Management Inc Recorded: Nov 24 2020 22 mins
    Join Michael Dugan, CFA, Executive Director and Client Portfolio Manager for Nomura Corporate Research and Asset Management Inc., for a discussion covering:
    - Sector expectations/outlook given the outcome of the US election
    - Covid-19 vaccine updates and their impact on economic recovery
    - Where we are seeing high yield opportunities for 2021
  • Live Webinar: A Framework for Evaluating Multifactor Funds
    Live Webinar: A Framework for Evaluating Multifactor Funds
    Alex Bryan, Director, Passive Strategies ; Dimitar Boyadzhiev, Senior Analyst, Manager Research Recorded: Nov 24 2020 29 mins
    The menu of multifactor funds has expanded considerably over the past decade. As the options have grown, so has investors’ research burden. These funds are diverse and often among the most complex index strategies on the market. While many of these strategies may sound similar, there are important differences in their approaches to portfolio construction, which often yield very different portfolios and performance. Join this webinar when we will take a closer look at the growing menu of multifactor strategies and a toolkit to sort through it.

    Presented by:
    Alex Bryan, Director, Passive Strategies, Manager Research
    Dimitar Boyadzhiev, Senior Analyst, Manager Research, Passive Strategies, European Manager Research

    Duration: 30 min

    Language: English
  • How evolving ESG indices and derivatives help transforming portfolios
    How evolving ESG indices and derivatives help transforming portfolios
    Responsible Investor in partnership with Eurex Recorded: Nov 24 2020 58 mins
    How evolving ESG indices and derivatives help transforming portfolios
    Responsible Investor in partnership with Eurex

    The Covid-19 pandemic has accelerated the move towards sustainable investments as global
    investors were already shifting away from existing benchmarks to sustainable alternatives. On
    top of this are regulatory drivers such as the EU’s Action Plan on Sustainable Finance and
    Green Deal. Part of this ‘new normal’ is the emergence of derivatives as a powerful tool to help
    ESG integration. Derivatives on ESG benchmarks offer a way to help facilitate ESG integration
    while offering a cost-efficient and liquid solution with a low tracking error close to benchmark
    performance.

    This webinar will explain how these new products can help to transform portfolios.
    - Index Methodologies: Screened Indices vs. Universal Indices
    - Derivatives as a tool for ESG risk management & ESG integration
    - Role in portfolios: liquidity, tracking error and carbon footprint
    - Emerging markets: volumes and client interest
    - Next steps: forthcoming market developments

    This webinar builds on the earlier ESG in derivatives – the quest for the right methodology
    recorded in April (https://bit.ly/3jTmwrr).

    Speakers:
    Christine Heyde, Equity and Index Product Design, Eurex
    Guido Giese, Executive Director, Core Equity Research, MSCI

    Moderator:
    Daniel Brooksbank, Head of Strategic Content, Responsible Investor
  • Quarterly Responsible Global Equity Update
    Quarterly Responsible Global Equity Update
    Nick Henderson Recorded: Nov 24 2020 50 mins
    Join Nick Henderson, Director of our Responsible Global Equity Fund, on our quarterly updates on the Responsible Global Equity Fund. We will also give you the opportunity to ask Nick any questions you have on the fund as part of a Q&A session at the end of the webinar.
  • The value of experience during crises, and lessons learned in 2020
    The value of experience during crises, and lessons learned in 2020
    David Roberts, Phil Milburn & Donald Phillips Nov 27 2020 10:00 am UTC 45 mins
    In this webinar the Liontrust Global Fixed Income team will give an appraisal of what they got right and what they got wrong in 2020. Experience is so important in fund management, and the team will cover how any lessons learned can be applied going forwards.
  • R&M - UK Smaller Companies
    R&M - UK Smaller Companies
    Dan Hanbury Nov 30 2020 11:00 am UTC 60 mins
    Dan Hanbury gives his perspective on today's opportunities for smaller companies.
  • Emerging markets review and outlook | October 2020
    Emerging markets review and outlook | October 2020
    Colm McDonagh, Head of Emerging Markets Fixed Income Dec 1 2020 3:00 pm UTC 45 mins
    Join Colm McDonagh, as he reviews recent developments within emerging market debt and offers an outlook for the asset class.
  • Liontrust Views - Update on Liontrust Monthly Income Bond Fund (UK ONLY)
    Liontrust Views - Update on Liontrust Monthly Income Bond Fund (UK ONLY)
    Kenny Watson & Jack Willis Dec 2 2020 10:00 am UTC 45 mins
    In this webinar, Kenny Watson and Jack Willis will provide an update on the Liontrust Monthly Income Bond Fund, and the positioning of the portfolio in the current market environment.
  • ESG and Employer Covenant – the forgotten child
    ESG and Employer Covenant – the forgotten child
    Michael Bushnell, Managing Director, Lincoln Pensions Dec 2 2020 10:00 am UTC 45 mins
    Regulatory, fiduciary and moral pressures have pushed ESG up the agenda for UK DB pension schemes.
  • Data Management for Funds Industry in Europe – Trends, Challenges, Perspectives
    Data Management for Funds Industry in Europe – Trends, Challenges, Perspectives
    Aleksandar Kozacenko, Head Data Strategy and Governance; Steffen Hölscher, Senior Business Development Manager - ACOLIN Dec 2 2020 2:00 pm UTC 60 mins
    ACOLIN is delighted to invite you to the next online event from its expert webinar series on successful cross-border fund distribution.

    Aleksandar Kozacenko, Head Data Strategy and Governance, and Steffen Hölscher, Senior Business Development Manager, will discuss key challenges around fund data management in Europe. They will share some practical information on how to implement a successful fund data management process.

    Webinar content:

    - Overview of European fund data management landscape and current trends (key data vendors, company mergers)
    - Overview of different fund data types and their use (static, dynamic, regulatory data and holdings)
    - Fund data management at ACOLIN as part of Distribution Network Management
    - European MiFID Template (EMT) 3.0
    - Fund distribution partner data requirements
    - Country examples: cross-border fund data management process (Switzerland, UK and Germany)
    - What is an Openfunds standard?
    - Overview of Fundpublications.com platform
    - Questions and Answers
  • Banking with Biden: what does a Democratic win mean for the future of finance?
    Banking with Biden: what does a Democratic win mean for the future of finance?
    CUBE Dec 2 2020 3:00 pm UTC 45 mins
    CUBE’s Head of Sales, Rob Fulcher, sits down with Compliance Risks Concepts CEO, Mitch Avnet, to discuss the US election results. While the final outcome hangs in the balance, all routes point to a Biden victory. Rob and Mitch discuss what, this means for financial regulation, compliance, and the future of RegTech.
  • US Climate Policy in 2021: What Investors Need to Know
    US Climate Policy in 2021: What Investors Need to Know
    The PRI Dec 2 2020 3:00 pm UTC 60 mins
    The likelihood of a sweeping U.S. climate policy being implemented has increased considerably in recent months. A wide range of proposals has been floated, and the Biden campaign itself laid out a comprehensive plan to tackle carbon emissions and climate resilience through a variety of statutory, regulatory and fiscal approaches. Nonetheless, should Biden win the presidency, the rubber will hit the road early next year as the federal government re-engages on an issue that has only grown more salient and pressing for institutional investors. What are the most likely areas of policy action in the U.S.? What do investors need to see in terms of frameworks, standards, and market signals across sectors of the real economy? How is the U.S. “Inevitable Policy Response” to climate change similar to – and divergent from – the approaches being taken in other major economies (EU, China, etc.)? Join the PRI for a webinar in which we will discuss these and other timely questions.

    Speakers include:
    Heather Slavkin Corzo, Head of US Policy, PRI
    Sharon Hendricks, Chair of the Board, CalSTRS and Board Member, PRI
  • Finding Sustainable Investments
    Finding Sustainable Investments
    Allan Lane, Algo-Chain | Sarah Tunnel, Alliance Bernstein | Kraneshares Dec 2 2020 4:00 pm UTC 60 mins
    Having a pre-defined, long-term investment framework is critical when designing a thematic portfolio. Sustainable Investing frameworks requires both of these elements. But, does sustainable investing increase AUM through inflows, or does it actually drive alpha? For investors in ESG, the United Nations' 17 Sustainable Development Goals provides a great success framework for investors - and it is also good for branding. But, how strictly and widely-used is this framework? And, is this effort to outline success in a detailed way actually driving success in sustainable thematic portfolios?

    Join this webinar to:
    - Understand the keys to whether investments adhere to sustainable principles
    - Learn about the possible ROI of sustainable investments
    - Find out how leaders in the field are employing the SDGs for investment success
  • ESG & Capital Allocation Enhancements to Our Equity Research-US & AU Edition
    ESG & Capital Allocation Enhancements to Our Equity Research-US & AU Edition
    Adam Fleck and Mathew Hodge Dec 2 2020 9:00 pm UTC 60 mins
    Analysis of environmental, social, and governance risks is essential for investors. Beginning in early December, we will be formally incorporating ESG into our equity research process in a way that aligns with our investment philosophy and long-term mandate, focusing on valuation, rather than values.
  • ESG & Capital Allocation Enhancements to Our Equity Research-EMEA & APAC Edition
    ESG & Capital Allocation Enhancements to Our Equity Research-EMEA & APAC Edition
    Morningstar Dec 3 2020 8:00 am UTC 60 mins
    ESG and Capital Allocation Enhancements to Morningstar’s Equity Research
  • How can wealth managers avoid disjointed technology that impacts the business?
    How can wealth managers avoid disjointed technology that impacts the business?
    Speakers: Paul Driver (ERI) and Antony Bream (Wealth Dynamix). Presented by Lucy Heavens (Wealth Dynamix) Dec 3 2020 10:00 am UTC 30 mins
    How can wealth managers avoid disjointed technology that impacts business performance?

    All around the world, wealth managers accelerated digitisation projects during the pandemic to plug technology gaps that made business challenging when remote working. For many this has created as many issues as it has fixed.

    Failure to implement solutions that are fully integrated and allow data re-use across the entire client lifecycle has added to the disjointed data silo challenge that wealth managers have grappled with for many years.

    When technology infrastructures cannot support streamlined workflows, task automation and cross-function data sharing, efficiency, cost-to-income ratios and client experience can rapidly deteriorate.

    Join this webinar to hear Wealth Dynamix and ERI discuss:

    • The true cost of maintaining disjointed systems that lack integration
    • The impact on client experience, and how best practice integration can increase client satisfaction
    • How harnessing data to drive operational efficiency can reduce costs and compliance risks
    • How to build a business case for unifying technology across the entire client lifecycle
  • What’s on your 2021 Trustee Agenda?
    What’s on your 2021 Trustee Agenda?
    Ajeet Manjrekar, River & Mercantile and Clifford Sims, Squire Patton Boggs Dec 3 2020 10:00 am UTC 60 mins
    Aimed at helping trustees/pension managers set their trustee agendas for 2021.
  • BMO Q4 LDI Webinar
    BMO Q4 LDI Webinar
    Simon Bentley / Steven Bell / Nina Roth Dec 3 2020 11:00 am UTC 60 mins
    Our LDI team are joined by our Chief Economist, Steven Bell, and Nina Roth from our award winning Responsible Investment team. Hear the latest insights directly from them.
  • U.S. post-election perspectives: What is the Impact?
    U.S. post-election perspectives: What is the Impact?
    Ronald Homer and Mindy Frye Dec 3 2020 2:30 pm UTC 30 mins
    Ron Homer, Chief Strategist, US Impact Investing and President, and Mindy Frye, Institutional Portfolio Manager at RBC Global Asset Management, will discuss the results of the 2020 elections and how they are expected to influence impact investments.
  • 2021 Gold Outlook with The Royal Mint and AuAg Fonder
    2021 Gold Outlook with The Royal Mint and AuAg Fonder
    Andrew Dickey, The Royal Mint, Eric Strand, AuAg Fonder, and Faisal El-Hakim, HANetf Dec 3 2020 3:00 pm UTC 60 mins
    The Coronavirus pandemic, monetary easing, the US election and market uncertainty have caused gold markets to prosper this year, as more investors are turning to the safe-haven asset. In August, gold reached a record intra-day high of $2,074.88 per troy ounce, showing the resilience of this asset class.

    In this webinar, we’ll be joined by two industry veterans, Andrew Dickey of the Royal Mint and Eric Strand of AuAg Fonder, to discuss the medium-term outlook for gold and to look back at the launch of The Royal Mint Physical Gold ETC.

    Andrew is the Division Director of Precious Metals at The Royal Mint, Britain’s oldest company with a history dating back to 886 AD. Their highly secure vault near Cardiff was purpose-built in the late 1960s when the Mint moved from London to Wales, with the security apparatus originally being designed by the Ministry of Defence. Mr Dickey will provide a brief overview of the history of The Royal Mint and what behaviours can currently be seen in the gold market.

    Eric Strand is the founder and portfolio manager of the AuAg Silver Bullet Fund and the recently-launched AuAg Precious Green Fund. Mr Strand will be providing a practitioner’s view of the gold market and what investors can expect in 2021.

    In this webinar we will be covering:

    • Introduction of the Royal Mint
    • Analysis of the changes to the gold market in 2020
    • Current investor sentiment
    • What to expect in 2021
    • Q&A

    For professional investors only. Capital at risk
  • Beyond Big Tech:  Taking an expansive view of technological transformation
    Beyond Big Tech: Taking an expansive view of technological transformation
    Dan Lefkovitz, Morningstar Indexes and Jeff Spiegel, iShares, BlackRock Dec 3 2020 4:00 pm UTC 60 mins
    Amid the global pandemic disruption, one thing is clear: trends in technology that were already underway have accelerated. The pandemic has triggered a massive reliance on technological solutions for work, school, shopping, socializing, and entertainment. But what is the best way for investors to benefit from exponential technologies? This webinar will discuss the key technological transformations shaping the future and a unique index which provides exposure to companies aligning themselves to benefit from this change.

    In this webinar, you will learn:
    • Why the global pandemic has accelerated certain technological transformations
    • How long-term megatrends are reshaping the global economy
    • Which companies across economic sector we feel are aligning themselves to benefit from innovation
  • How to access Private Assets Through Listed Equities
    How to access Private Assets Through Listed Equities
    Arnaud Gandon, Heptagon Listed Private Asset Equity Fund Manager Dec 7 2020 2:00 pm UTC 60 mins
    Very often, High Net Worth Individuals and family offices are limited in their ability to access private markets. High minimums and long lockup periods can present a challenge to many investors. There are, however, a number of listed investment companies to choose from which enable diversification of investment portfolios. These closed-end investment companies can provide a suitable way to "build an 'Endowment-like' portfolio" for private clients. Private Equity, Private Debt, Infrastructure, Real Estate and other niche strategies are now available in the listed markets to help clients diversify and enhance their income.
  • Investment Outlook with an ESG lens
    Investment Outlook with an ESG lens
    Jon Duncan, Head of Responsible Investment and Head of ESG engagement Robert Lewenson Dec 8 2020 7:30 am UTC 45 mins
    Join the Head of Responsible Investment Jon Duncan and the Head of ESG engagement Robert Lewenson share how stewardship is key to driving long-term shared valued outcomes in asset management. Insight will be shared on the role of an asset manager on the business approach to responsible investing and innovation going into 2021. This is on the back of increased demand for stewardship services on the part of asset owners for greater collaboration and clearer industry positioning on key ESG issues.
  • TCFD: New Publications on Risk Management and Climate Scenarios
    TCFD: New Publications on Risk Management and Climate Scenarios
    Martin Skancke, Chair PRI, TCFD Taskforce member Dec 8 2020 8:00 am UTC 60 mins
    With pressure to address climate change continuing to build, there is a growing need for updated and improved guidance on how investors and companies can manage risks and better position themselves for the energy transition. To help meet this, the Financial Stability Board’s Taskforce on Climate-related Financial Disclosures has significantly increased its output in 2020. This has included new technical guidance on the climate scenario analysis and risk management recommendation.
    The PRI is delighted to host this webinar and provide a chance for signatories to hear directly from the authors of these publications, their key findings and updated practical guidance on how to implement the Taskforce’s recommendations.

    Speakers include:
    - Martin Skancke, Chair PRI, TCFD Taskforce member
    - Martin Weymann Head Sustainability, Emerging & Political Risk Management, Group Risk Management, Swiss Re, TCFD Taskforce member
    - Wim Bartels, Partner, Corporate Reporting KPMG, TCFD Taskforce member
  • Understanding retirement income options in uncertain times
    Understanding retirement income options in uncertain times
    Jonathan Watts-Lay, Director, WEALTH at work Dec 8 2020 10:00 am UTC 60 mins
    Those approaching or at retirement are facing uncertain times.
  • CleverMPS 3rd Anniversary - The secret to our great performance
    CleverMPS 3rd Anniversary - The secret to our great performance
    George Cliff Dec 8 2020 10:00 am UTC 45 mins
    To mark the third anniversary of CleverMPS, we’ll lift the bonnet, showing you how Clever works and why our technology optimises fund selection and beats competitors since launch.

    CleverMPS is driven by the same CleverEngine that drives our centralised investment proposition, CleverAdviser, with a proven track record since 2009.

    Our mission is to create better investment outcomes for investors and help IFAs retain and grow their business. And with £1.5 billion of funds under management, the Clever way is now the trusted choice of more than 100 IFA firms and 12,000+ investors.

    George Cliff will illustrate the Clever process used across our centralised investment proposition and model portfolio service - cutting edge technology that ensures:
    • Fund selection decisions are disciplined, rational, logical and precise
    • No subjective human bias – a common cause of portfolio under-performance
    • No capacity issues – the system can handle more data and analysis than a human ever could
    • No hesitation to sell an under-performing fund

    George will also demonstrate how the Clever system can improve communication and engagement with clients, and still give IFAs more time to grow their business.

    And we’ll answer all your questions about the technology and process.
  • Income Thinking in 2020
    Income Thinking in 2020
    Lawrence Gosling, James Lynch and Steve Hunter Dec 8 2020 11:00 am UTC 60 mins
    In collaboration with Seneca and Adviser Home, Downing Fund Managers is hosting a webinar on 'Income Thinking in 2020'. Hosted by Lawrence Gosling, Editor-in-Chief of What Investment, we will discuss investing for income from all angles.
  • 2021 Global Credit Outlook with Justin Gerbereux
    2021 Global Credit Outlook with Justin Gerbereux
    Justin Gerbereux Dec 8 2020 1:00 pm UTC 60 mins
    Not since the Global Financial Crisis have corporate bond investors faced such a rollercoaster of selloffs and rallies, not to mention a wave of ‘fallen angels’ and credit defaults. As we approach the end of the year, what conclusions can we draw?

    Join Director of Credit Research Justin Gerbereux for an outlook on corporate bond market fundamentals and valuations in the months ahead. He will be joined by a panel of our top research analysts from high yield, investment grade and emerging markets credit, who will discuss their top sector picks and what they will be watching in 2021.

    Like all of Justin’s webinars, this promises to be a well structured and fast-paced event with plenty of practical application for investors as they think about their asset allocation in the coming year.

    Please register below to join this live event which will also incorporate a Q&A session where you can put your questions directly to the team.
  • Responsible investing in emerging markets – a focus area for investors?
    Responsible investing in emerging markets – a focus area for investors?
    Sam Mahtani Dec 8 2020 2:00 pm UTC 60 mins
    Join Sam Mahtani, Director of our Responsible Emerging Markets Equities, on our quarterly update on our Responsible emerging market funds. Recovery is on the tip of everyone’s tongue as we take another step towards a “Post-COVID” world. We discuss the risks faced by emerging market investors today, and how responsible, active investing can help mitigate these risks and unlock the true potential of this extraordinary growth story.