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Institutional Investors

  • Euro Value Credit - Q4 review
    Euro Value Credit - Q4 review
    Roberto Matta, Portfolio Manager Recorded: Jan 17 2020 15 mins
    Roberto Matta, Portfolio Manager will provide a review of the last quarter.
  • European Banking: Themes in 2020 - DBRS Morningstar Webinars
    European Banking: Themes in 2020 - DBRS Morningstar Webinars
    Elisabeth Rudman, Managing Director, Head of European FIG Recorded: Jan 16 2020 28 mins
    DBRS Ratings Limited and DBRS Ratings GmbH (DBRS Morningstar) invite you to attend a webinar named “European Banking: Themes in 2020” on 16 January 2019 at 3 p.m. GMT/4 p.m. CET/10 a.m. EST.

    The webinar will be hosted in London by Elisabeth Rudman, Managing Director, Head of European FIG. Elisabeth will be joined by
    Vitaline Yeterian, Senior Vice President, and other team members in London, Frankfurt and Madrid.

    Elisabeth and her team will provide an outlook on key themes in European banking in 2020. Some of the topics they will be looking at include the low interest rate environment and banks’ cost-restructuring programmes, the increase in financial crime and conduct issues facing banks, as well as the ongoing high levels of nonperforming loans in
    certain banking systems.

    The discussion will last approximately 20 to 30 minutes and will be followed by an interactive question-and-answer session.

    DBRS Morningstar welcomes all who wish to participate.
  • Schroders' Emerging Market Equity quarterly review and outlook
    Schroders' Emerging Market Equity quarterly review and outlook
    Tom Wilson, Head of Emerging Market Equities, Schroders Recorded: Jan 16 2020 43 mins
    Please join us for the first Schroders webinar of 2020 as we feature one of our flagship capabilities -- Emerging Market Equity -- and what investors can expect in the near term across the global EME universe.
  • Kopernik Global All-Cap Equity Fund Q4 2019 Webcast
    Kopernik Global All-Cap Equity Fund Q4 2019 Webcast
    David Iben Recorded: Jan 16 2020 42 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager, David Iben, to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • JPMorgan Investment Funds - Global Macro Opportunities Fund
    JPMorgan Investment Funds - Global Macro Opportunities Fund
    Global Macro Portfolio Management team Recorded: Jan 16 2020 35 mins
    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 distill 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: 9167240#
    Standard International Access - +44 (0) 20 3003 2701
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    USA Local (NYC) - +1 646 843 4609
  • Factor Insights: 2019 performance and the link between behavior & economic cycle
    Factor Insights: 2019 performance and the link between behavior & economic cycle
    For investors located in APAC, with Philip Lawlor, MD global markets research and Marlies van Boven, MD research & analytics Recorded: Jan 16 2020 24 mins
    Following the publication of FTSE Russell's quarterly 'Market Maps Factor Indicator' report in January, Philip Lawlor, managing director global markets research and Marlies van Boven, managing director, research & analytics will present its key findings and:

    • Review factor performance across the regions in 2019
    • Examine the link between the economic cycle and factor behaviour.

    In the live Q&A session that follows the presentation, you’ll have an opportunity to submit questions that are most important to you and hear first-hand insights from our speakers.
  • Factor Insights: 2019 performance and the link between economic cycle & behavior
    Factor Insights: 2019 performance and the link between economic cycle & behavior
    Webinar for investors in the Americas and Europe Recorded: Jan 15 2020 24 mins
    Following the publication of FTSE Russell's quarterly 'Market Maps Factor Indicator' report in January, Philip Lawlor, managing director global markets research and Marlies van Boven, managing director, research & analytics will present its key findings and:

    • Review factor performance across the regions in 2019
    • Examine the link between the economic cycle and factor behaviour

    In the live Q&A session that follows the presentation, you’ll have an opportunity to submit questions that are most important to you and hear first-hand insights from our speakers.
  • The TCFD recommendations and the 2020 PRI reporting cycle
    The TCFD recommendations and the 2020 PRI reporting cycle
    The PRI Recorded: Jan 15 2020 59 mins
    In 2018, as part of the PRI’s programme on championing climate action, we introduced voluntary climate change indicators in the PRI Reporting Framework, based on the recommendations of the Taskforce on Climate-related Financial Disclosure (TCFD).

    From the 2020 reporting cycle, signatories will for the first time be required to report on the climate change indicators on a mandatory basis. The indicators will not be assessed and signatories can continue to choose whether they wish to disclose their responses.

    This webinar will take you through what you need to know in order to prepare for and report on the TCFD-based PRI climate change indicators, including:
    •A brief background to the TCFD recommendations and what they mean for signatories.
    •An outline of the climate change indicators that will be mandatory to report on.
    •How you can use the PRI's Data Portal to learn what actions other signatories have already taken related to climate change.

    Presenters:
    Edward Baker, Senior Specialist, Climate and Energy Transition (The PRI)
    Senita Galijatovic, Head of Reporting and Accountability (The PRI)
    Thalia Vounaki, Head of Data Analytics & Insights (The PRI)
  • EdenTree Amity Short Dated Bond Fund for Charities Introduction
    EdenTree Amity Short Dated Bond Fund for Charities Introduction
    David Katimbo-Mugwanya, Fund Manager Recorded: Jan 15 2020 10 mins
    An introduction to our EdenTree Amity Short Dated Bond Fund for Charities by fund manager David Katimbo-Mugwanya.
  • Heptagon Future Trends Equity Fund Q4 2019 Webcast
    Heptagon Future Trends Equity Fund Q4 2019 Webcast
    Alexander Gunz Recorded: Jan 15 2020 31 mins
    Join us for our quarter-end strategy update webcast. Engage with fund manager Alexander Gunz to learn about what drove fourth-quarter performance, the team's outlook, and current portfolio positioning.
  • Q1 Guide to the Markets with Karen Ward (60 minutes)
    Q1 Guide to the Markets with Karen Ward (60 minutes)
    Karen Ward, Bryon Lake Recorded: Jan 14 2020 62 mins
    Join Karen Ward, Chief Market Strategist for EMEA, as she delves deeper into the 2020 investment outlook and uses charts from the new Q1 Guide to the Markets to discuss the key themes shaping global markets in the coming year.

    Karen will be joined by Bryon Lake, Head of International ETFs, who will highlight how investors are using Exchange-Traded Funds (ETFs) as portfolio building blocks to gain efficient access to a growing number of exposures. Bryon will also highlight some of the active and strategic beta strategies that could be well positioned for 2020.

    The call will qualify you for 45 minutes of Structured CPD, accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investments (CISI).

    By the end of the webconference, participants will be able to:

    •Consider the implications of the US election
    •Examine the outlook for profits
    •Assess whether markets can move higher
    •Understand risks that come with the search for yield
  • Introducing The Medical Cannabis and Wellness UCITS ETF
    Introducing The Medical Cannabis and Wellness UCITS ETF
    Purpose Investments & HANetf Recorded: Jan 14 2020 44 mins
    The Medical Cannabis sector is attracting huge attention from consumers, governments and investors. While US and Canadian investors have many options to gain exposure to this industry, European investors have had fewer options - until now.

    In this webinar, Purpose Investments and HANetf will discuss and take questions on:

    - The Changing Legal & Regulatory Landscape for Medical Cannabis
    - The Growth Opportunity and Investment Case
    - The Key Players & Companies in this Sector
    - Key Considerations for UCITS Investors
    - The Characteristics of CBDX: The Medical Cannabis and Wellness UCITS ETF
  • Consultation on the SIF-IAIS Issues Paper on TCFD Implementation in Insurance
    Consultation on the SIF-IAIS Issues Paper on TCFD Implementation in Insurance
    UNEP Recorded: Jan 14 2020 91 mins
    Supported by UNEP and working with the International Association of Insurance Supervisors (IAIS), the Sustainable Insurance Forum (SIF) has pioneered efforts to share knowledge on activities that can strengthen assessment of potential climate risks facing insurance markets and the oversight of such risks through supervisory practices.
    The SIF-IAIS Issues Paper on TCFD Implementation within the insurance sector assesses the state of play across jurisdictions and provides options for supervisory action.
    The draft Issues Paper will be open for public consultation in December 2019 and January 2020.
    Join the webinar of UNEP’s Principles for Sustainable Insurance and the SIF.
  • Consultation on the SIF-IAIS Issues Paper on TCFD Implementation in Insurance
    Consultation on the SIF-IAIS Issues Paper on TCFD Implementation in Insurance
    UNEP Recorded: Jan 14 2020 93 mins
    Supported by UNEP and working with the International Association of Insurance Supervisors (IAIS), the Sustainable Insurance Forum (SIF) has pioneered efforts to share knowledge on activities that can strengthen assessment of potential climate risks facing insurance markets and the oversight of such risks through supervisory practices.
    The SIF-IAIS Issues Paper on TCFD Implementation within the insurance sector assesses the state of play across jurisdictions and provides options for supervisory action.
    The draft Issues Paper will be open for public consultation in December 2019 and January 2020.
    Join the webinar of UNEP’s Principles for Sustainable Insurance and the SIF.
  • European Equities according to Mark Denham
    European Equities according to Mark Denham
    Mark Denham, Head of European Equities & Fund Manager at Carmignac Recorded: Jan 13 2020 2 mins
    To celebrate his three-year anniversary at Carmignac, we asked Mark Denham a few questions on him and his approach to European equities.
  • Heptagon European Focus Equity Fund Q4 2019 Webcast
    Heptagon European Focus Equity Fund Q4 2019 Webcast
    Christian Diebitsch Recorded: Jan 13 2020 32 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager, Christian Diebitsch, to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Opening Bell 2020
    Opening Bell 2020
    Steven Bell, Chief Economist, BMO Global Asset Management Recorded: Jan 9 2020 35 mins
    Steven Bell discusses his outlook for the global economy and financial markets in 2020:
    - is the global manufacturing recession over?
    - life after Brexit
    - are equities over-valued?
    - where are the opportunities and threats in 2020?
  • Eye on the Market Outlook 2020
    Eye on the Market Outlook 2020
    Michael Cembalest and David Lebovitz (Host) Recorded: Jan 6 2020 56 mins
    Michael Cembalest discusses his Eye on the Market Outlook for 2020.
  • CIO Outlook for 2020
    CIO Outlook for 2020
    Robert J. Horrocks, PhD, Chief Investment Officer and Portfolio Manager Recorded: Jan 2 2020 10 mins
    Matthews Asia CIO Robert Horrocks, PhD, says there is reason for optimism in 2020. The strength of Asia's economies and China's ongoing capital market reforms are setting the stage for future growth.
  • Peak Passive or Still Early Days?
    Peak Passive or Still Early Days?
    Derek Fulton, CEO, First Trust Global Portfolios Recorded: Dec 19 2019 60 mins
    We often hear debates about whether we have reached peak passive and how much further can the ETF industry grow. First Trust will make the case that ETF growth is still in its early stages and that ETFs are a kind of disruptive technology which will accelerate fundamental change in the investment industry.

    The ETF structure is an innovation in investment fund technology which we believe will become the most widely used vehicle for all types of investment strategy. In fact, actively managed ETFs are already the fastest growing area of the industry in the United States.

    Learning Objectives:

    • Understand the differences and similarities between a UCITS ETF and UCITS OEIC fund
    • Trace the evolution of ETFs from passive market capitalisation index tracking through smart beta to actively managed strategies
    • Understand how investors in the US are using ETFs to build more granular bespoke client investment solutions
  • Flash briefing: EU Taxonomy political agreement
    Flash briefing: EU Taxonomy political agreement
    Will Martindale (Director of Policy & Research, PRI), Alyssa Heath (Head of EU and UK Policy, PRI) Recorded: Dec 19 2019 31 mins
    The EU has reached political agreement on the Taxonomy, a key element of the Action Plan on Financing Sustainable Growth. This short briefing will discuss the elements of the agreement and the implications for investors.
  • 環境・サステナブルファイナンスの新たなパラダイムシフト?
    環境・サステナブルファイナンスの新たなパラダイムシフト?
    Responsible Investor Recorded: Dec 19 2019 32 mins
    RIワールドアップデート・ウェビナー
    環境・サステナブルファイナンスの新たなパラダイムシフト?
    ー2019年10月OECD Forum on Green Finance and Investment から見えたもの

    12月19日木曜日 日本時間17:00 (30分)

    Responsible Investor 共同創業者ヒュー・ウィーランは、自身がアニメーターを務めた10月のOECD Forum on Green Finance and Investmentを受けて、「規制と経済を混ぜ合わすグリーンファイナンスのミキサーがついに回り出した」と表現しました。フォーラムの主要なポイントを元に、2019年のサステナブルファイナンスをめぐる政策・規制環境の変化を振り返り、日本市場にとっての意義を検討します。

    スピーカー:
    金融庁 チーフ・サステナブル・ファイナンス・オフィサー 池田賢志氏
    野村総合研究所 上級研究員 三井千絵氏

    協力:OECD、グリーンファイナンス・ネットワーク・ジャパン

    RIワールドアップデート・ウェビナーは、主要国際会議で討議されたキーポイントをデスクトップに直接お届けするオンラインセミナーです。コンテンツは全て日本語でお送りし、世界の責任投資、ESG、サステナブルファイナンスの展開について、知識を深めるお手伝いをします。
  • 2020 Global Outlook - Navigating the Year Ahead
    2020 Global Outlook - Navigating the Year Ahead
    HANetf, Jay Pelosky, CIO, TPW Investment Management, Kevin Carter, Founder & CIO, EMQQ Recorded: Dec 18 2019 45 mins
    As we approach the end of a decade, how should investors position portfolios in 2020?

    In this webinar, we address investor's questions such as:
    - Will continued low growth and inflation sustain the search for yield?
    - Will geopolitical overhangs, both in trade as well as Brexit, stabilise
    or fall apart?
    - Are US politics about to upset the apple cart?
    - What could surprise investors in 2020?

    And cover topics including:
    - Reflation 2020 – the big four signposts: global easing, global growth,
    US-China trade & global earnings
    - Looking to the past to guide the future. How the 1995, 1998 & 2016
    cycles can provide guidance for 2020
    - The consumer growth story – emerging markets and the digital
    revolution
    - The next billion shoppers - are internet and ecommerce sectors
    insulated from the US-China Trade War?
  • ACHIEVING SUSTAINABLE OUTCOMES THROUGH SUSTAINABLE INVESTING
    ACHIEVING SUSTAINABLE OUTCOMES THROUGH SUSTAINABLE INVESTING
    Emily Chew, Global Head of ESG Research and Integration Recorded: Dec 18 2019 4 mins
    Tackling risks related to climate change has become an increasingly important priority for investors. Sustainable investing is one way in which the investment community can help to address climate-related risks. Our Global Head of ESG Research and Integration Emily Chew shares her insight.
  • PRI: Intro to reporting 2020 for service providers
    PRI: Intro to reporting 2020 for service providers
    The PRI Recorded: Dec 17 2019 10 mins
    https://www.unpri.org/reporting

    Check the links below to access guides and resources:

    Data Portal:
    https://dataportal.unpri.org/



    Other resources:

    Service Provider overview and guidance:
    https://www.unpri.org/Uploads/x/l/q/overviewandguidance2019spreportingframework_465584.pdf

    Main definitions:
    https://www.unpri.org/Uploads/r/k/d/maindefinitionstoprireportingframework_971173_870123.pdf

    Service Provider Reporting Framework modules:
    https://www.unpri.org/reporting

    General reporting FAQs:
    https://www.unpri.org/reporting
  • Carbon Tracker Initiative Oil and Gas Company Research Update
    Carbon Tracker Initiative Oil and Gas Company Research Update
    Carbon Tracker Initiative Jan 20 2020 4:00 pm UTC 75 mins
    In this webinar, representatives from Carbon Tracker Initiative will cover the high-level findings, research methodologies, and company implications from their two most recent thematic papers, "Breaking the Habit" and "Balancing the Budget".

    In addition, they will provide an overview of their 2019 oil and gas company profiles, including explanations of new indicators and format. Note that these profiles cover all Climate Action 100+ focus companies in the sector.

    You can find more information about Carbon Tracker's "Breaking the Habit" and "Balancing the Budget" reports here:

    •https://www.carbontracker.org/reports/breaking-the-habit/
    •https://www.carbontracker.org/reports/balancing-the-budget/

    Please register in order to attend the webinar. Once you register, you will receive the login details via email. A recording of the webinar will be made available afterwards for those who cannot attend.
  • RIワールドアップデート・ウェビナー 気候変動対策への政策足並み、サステナブルファイナンスの世界では?
    RIワールドアップデート・ウェビナー 気候変動対策への政策足並み、サステナブルファイナンスの世界では?
    Responsible Investor Jan 21 2020 9:00 am UTC 30 mins
    RIワールドアップデート・ウェビナーは、主要国際会議などで討議されたキーポイントをデスクトップに直接お届けするセミナー形式のオンラインコンテンツです。コンテンツは全て日本語でお送りし、世界の責任投資、ESG、サステナブルファイナンスとサステナブル資本市場の展開について、知識を深めるお手伝いをします。



    1月21日火曜日 日本時間18:00 (30分)

    2019年は気候変動への危機感の高まりを示す、大規模な市民アクションが盛り上がった一方、年末のCOP25では足並みの揃わない国際情勢も印象づけられました。OECD事務次長河野正道氏をお迎えし、Responsible Investor への寄稿記事を元に、環境・サステナブルファイナンスの政策環境のこれまでと2020年に予見される発展についてお伺いします。



    スピーカー:
    OECD 事務次長 河野正道氏
  • What will be driving the High Yield market in 2020?
    What will be driving the High Yield market in 2020?
    Thomas Hanson, Head of High Yield and Mark Benbow, Investment Manager Jan 21 2020 10:00 am UTC 60 mins
    At the beginning of 2019, few investors were supportive of the outlook for high yield. Even fewer would have predicted that the year would turn out to be one of the best on record in terms of high yield market returns.

    Our team will discuss the key themes of the high yield market in 2019 and what will drive high yield markets in 2020.

    Against that backdrop, how have the Kames High Yield bond portfolios performed? How are we positioned going into the new year and for future success? Join us on Tuesday 21 January to hear more from our speakers.
  • WCM Global Equity Fund Q4 2019 Webcast
    WCM Global Equity Fund Q4 2019 Webcast
    WCM Investment Management Team Jan 21 2020 3:00 pm UTC 60 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • BPI Alternative Fund
    BPI Alternative Fund
    Paulo Freire Oliveira Jan 21 2020 3:00 pm UTC 45 mins
    BPI Alternative Fund is a long/short equity fund that invests in listed Portuguese and Spanish shares or equity linked instruments.
  • Proposed changes to RPI
    Proposed changes to RPI
    Jos Vermeulen, Head of Solution Design, Insight Investment Jan 22 2020 10:30 am UTC 30 mins
    •The Chancellor of the Exchequer, Sajid Javid, announced on 4 September 2019 that there will be consultation to align the retail price index (RPI) with CPIH (consumer price inflation including owner-occupied housing). The consultation will open on 11 March 2020.
    •Replacing RPI with CPIH without compensation would cut pensioners’ future income and could cost holders of index-linked gilts and other RPI-linked assets in excess of £100bn.
    •Jos Vermeulen, Head of Solution Design, will discuss the impact of such a move and highlight the action stakeholders can take ahead of the UK government’s consultation.
  • TB Saracen UK Income Fund: Light At The End Of The Tunnel
    TB Saracen UK Income Fund: Light At The End Of The Tunnel
    Scott McKenzie & David Clark Jan 22 2020 10:30 am UTC 45 mins
    The UK Equity Income sector has been the foundation of many UK investor portfolios for many years and has hosted a number of our most celebrated fund managers.

    However, the traditional approach to generating income from a UK equity portfolio has increasingly come under threat with a number of the large income-generating sectors becoming ex-growth.

    Too often UK income investors find themselves reliant on a small number of high yielding businesses whose best days are behind them and where dividend payments look fragile.

    All of this has come during a time when investors have prized growth over value and UK equities have been shunned in the light of the Brexit chaos.

    Post the recent election the political outlook has become more stable and the path to Brexit should become clearer. Is there now light at the end of the tunnel ?

    When we launched the TB Saracen UK Income fund in April 2015 we were determined to take a different approach in the light of these challenges.

    We strongly believe that valuations matter and that equity income funds should provide investors with a high and growing income.

    In this webcast we review the performance of the TB Saracen UK Income fund and outline why we feel the Fund is well positioned to meet the needs of income investors.

    Some of the key themes we will address include:

    - Why value strategies are still relevant in a changing world
    - The importance of a focussed, ‘multicap’ approach
    - The risks to UK dividends going forward

    Presented by :
    Scott McKenzie, Co-Manager , TB Saracen UK Income Fund
    David Clark, Co-Manager , TB Saracen UK Income Fund
    Ellie Sluys , Communications Manager, Saracen Fund Managers
  • Emerging markets review and outlook
    Emerging markets review and outlook
    Colm McDonagh, Head of Emerging Market Fixed Income Jan 22 2020 11:00 am UTC 30 mins
    Join Head of Emerging Market Fixed Income, Colm McDonagh as he reviews recent developments within emerging market debt and offers an outlook for the asset class.
  • Scaling-up Sustainable Finance: The Role of Pension Trustees
    Scaling-up Sustainable Finance: The Role of Pension Trustees
    Dana Hanby | Rebecca McKay | Micheal Lewis | Alison Bostock | John Reynolds Jan 22 2020 1:00 pm UTC 60 mins
    The Synthesis Report presented to G20 last December by Sustainable Finance Study Group has highlighted the role of regulatory oversight in Scaling up Sustainable Finance. Surveys carried out in the Financial Sector indicate that regulation is one of the key factors that motivates Financial Institutions to integrate Environmental, Social and Governance (ESG) issues to their financial portfolios. Yet, with over 1500 separate pieces of recommendations and policies on the Climate Change alone, the speed of the implementation varies across the Sector and it’s not unusual to hear controversies.
    Considering the level of the collective assets under management of Pension Funds any changes to Pension Trustees Duties are in a great deal of focus ….or are they?
    Introduced on 1st October 2019 changes oblige Pension Trustees to consider financially material ESG issues while assessing risk-adjusted returns. Further changes are expected in 2020 and 2021.

    But are Trustees prepared to comply with this these changes to the regulations? How about Asset Managers? What might be the potential impact of the changes on the Sector? Is there a ’symmetry’ in the requirements for Pension Trustees and Asset Managers? What about pension schemes that are run by FCA regulated entities? What steps has the FCA taken in this space? Will the changes have any impact on the strategies of Asset Managers and indeed the wider investment industry?


    We will be debating these and other questions with our esteemed panel of speakers:


    Rebecca McKay - Partner – Trowers & Hamilns
    John Reynolds – Member-elected Trustee Director – FCA Pension Plan Trustee and Pension Technical Specialist –Financial Conduct Authority (FCA)
    Alison Bostock – Director – PTL- Independent Trustees
    Micheal Lewis - Managing Director, Head of Thematic Research – DWS (formerly known as Deutsche Asset Management)
    Moderated by Dana Hanby – MD, ESG Nexus
  • Evolving a global smaller companies strategy for 2020
    Evolving a global smaller companies strategy for 2020
    Peter Ewins, Lead Manager Jan 22 2020 2:00 pm UTC 45 mins
    In spite of a slowdown in global economic growth, 2019 ended strongly for smaller company equities with valuations in most markets seeing a re-rating. Peter discusses the BMO Global Smaller Companies trust’s performance last year, how the portfolio is positioned heading into 2020 and thoughts on the potential evolution of strategy in the coming period.
  • Heptagon Listed Private Assets Fund Q4 2019 Webcast
    Heptagon Listed Private Assets Fund Q4 2019 Webcast
    Arnaud Gandon Jan 22 2020 2:00 pm UTC 60 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager, Arnaud Gandon, to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Emerging Markets Webinar 2020
    Emerging Markets Webinar 2020
    RBC Global Asset Management and BlueBay Asset Management Jan 22 2020 3:00 pm UTC 45 mins
    We invite you to join RBC Global Asset Management and
    BlueBay Asset Management for a live webinar on January 22
    at 10:00am ET. Investment professionals will provide a view into
    the 3 ideas shaping their outlook into Emerging Markets in 2020.

    Will global growth finally bottom out?
    Does a maturing credit cycle lead to increased price dislocations?
    Are persistent trade frictions the new normal?
    How is ESG evolving in Emerging Markets?
  • Securitized Quarterly, with Michelle Russell-Dowe
    Securitized Quarterly, with Michelle Russell-Dowe
    Michelle Russell-Dowe, Head of Securitized Credit, Schroders Jan 22 2020 7:00 pm UTC 60 mins
    Join us as Head of Securitized Credit Michelle Russell-Dowe presents on the research her team is doing on the credit markets by and large, and trends they’re seeing within CLOs, global ABS, and more.
  • Waverton Southeast Asian Fund Update Q4 2019
    Waverton Southeast Asian Fund Update Q4 2019
    Brook Tellwright. Manager of the Waverton Southeast Asian Fund Jan 23 2020 9:30 am UTC 45 mins
    Brook Tellwright provides an update on the positioning of the Waverton Southeast Asian Fund and an overview of the current outlook.
  • Challenging and new data areas the “S” and the “G”: ESG Data Part 3
    Challenging and new data areas the “S” and the “G”: ESG Data Part 3
    Responsible Investor Jan 23 2020 1:30 pm UTC 60 mins
    The third webinar in this series will focus on how corporate data collection metrics, inclusions and exclusions, affect the weighting of governance and social indicators used by investors in determining the market value of a company. The webinar will also review how legal change is affecting the ability of companies to engage with investors and create common ground in the understanding and use of social and governance data.

    Questions for discussion may include:

    How are companies “S” and “G” data determined by investors when specific metrics are not available, comparable or consistent? What role can investors play in ensuring transparency through their engagement strategies?

    What are the challenges companies face generally and particularly in responding to new legislation requiring them to update their data identification and collection processes?

    How can companies improve the communication of their corporate governance structures, policies, and business practices to investor audiences?

    ESG applicable metrics for a number of areas e.g., for supply chain management, diversity and inclusion, ethical sourcing, plastics, and human capital, are still being developed. In the absence of comparable and clear metrics, how can companies be appropriately assessed by investors?

    How effective do investors and companies feel the New Corporate Governance Code and the New Stewardship Code has been in helping to improve engagement on “S” and “G” data?


    Speakers:
    Gema Esteban Garrido, ESG Reporting and Investor Manager, Telefonica
    Victor Riega, Senior Sustainability Engagement Manager, Standard Chartered (listed entity)
    Youri Lie, Senior Manager Climate Change and Sustainability Services, EY
    Kimon Demetriades, ESG Analyst, Allianz Global Investors

    Moderator: Helen Wood-Gush, Senior ESG Consultant, Responsible Investor
  • Fixed income review and outlook
    Fixed income review and outlook
    April LaRusse, Head of Fixed Income Investment Specialists Jan 23 2020 2:00 pm UTC 30 mins
    Join Head of Fixed Income Investment Specialists, April LaRusse, as she reviews recent developments within fixed income and offers his outlook for the asset class.
  • Driehaus Emerging Markets Equity Fund Q4 2019 Webcast
    Driehaus Emerging Markets Equity Fund Q4 2019 Webcast
    Driehaus Investment Team Jan 23 2020 3:00 pm UTC 60 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • BPI Africa Fund - 2019 Overview
    BPI Africa Fund - 2019 Overview
    Teresa Pinto Coelho Jan 23 2020 3:30 pm UTC 45 mins
    BPI Africa is an Equity 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, in the African continent.
  • ESG in Sovereign Debt Investing: Data and Integration Techniques
    ESG in Sovereign Debt Investing: Data and Integration Techniques
    PRI, World Bank, Payden & Rygel Investment Management, Union Investment Jan 23 2020 4:00 pm UTC 60 mins
    Join the PRI, the World Bank, Payden & Rygel Investment Management and Union Investment for a webinar on 23 January to explore ESG data sources and integration techniques for sovereign debt investing.

    This session will provide a taste of the World Bank’s new Sovereign ESG Data Portal, an important enhancement to the data kit. Furthermore case studies by Payden & Rygel Investment Management and Union Investment will provide examples of how to consider ESG factors in sovereign debt analysis. The session builds on the PRI’s new Practical Guide to ESG Integration in Sovereign Debt.

    Anna Georgieva, Manager, Investment Practices, PRI (moderator)
    Fiona Stewart, Lead Financial Sector Specialist, Finance, Competitiveness & Innovation, World Bank
    Johannes Böhm, Portfolio Management ESG Analyst, Union Investment
    Kristin Ceva, CFA, Managing Principal, Payden & Rygel Investment Management
  • Waverton European Capital Growth Fund Update Q4 2019
    Waverton European Capital Growth Fund Update Q4 2019
    Chris Garsten, Manager of the Waverton European Capital Growth Fund Jan 24 2020 3:00 pm UTC 30 mins
    Chris Garsten provides an update on the positioning of the Waverton European Capital Growth Fund and overview of the current outlook
  • Insight's Broad Opportunities Strategy quarterly update
    Insight's Broad Opportunities Strategy quarterly update
    Matthew Merritt, Head of Multi-Asset Strategy Jan 27 2020 10:00 am UTC 30 mins
    This is an opportunity to hear from Matt Merritt, Head of Multi-Asset Strategy Team, and Portfolio Manager Michael Ford, who will provide an update on our views market environments continue to evolve, and outline how these developments are shaping your diversified growth.
  • Energy Efficiency Financial Institutions Group (EEFIG) – New Working Groups
    Energy Efficiency Financial Institutions Group (EEFIG) – New Working Groups
    Martin Schoenberg | Diana Barglazan | Peter Sweatman | Clemens Rohde | Lucas Bossard | Dusan Jakovljevic Jan 27 2020 10:00 am UTC 90 mins
    Third phase of the Energy Efficiency Financial Institutions Group (EEFIG) – become involved with a range of new working groups.

    The European Commission and UNEP FI have launched calls for expression of interest for several new EEFIG working groups dealing with leading edge issues to scale up energy efficiency investment, in support of the European Green Deal and the EU´s Sustainable Finance Action Plan. Energy efficiency is also central for the implementation of the Principles for Responsible Banking since real estate represents a major share of banks´ financed emissions.

    -Financial Performance of EE loans: This working group will utilize advanced data analytics to assess the contribution of energy efficiency to credit quality in mortgage books, to inform discussions of the Green Supporting Factor.
    -Multiple benefits: This working group will assess the contribution of energy efficiency to non-energy issues on a macroeconomic level (such as economic growth, job creation, economic productivity) and on the level of individual efficiency transactions.
    -Financial instruments: This working group will take stock of leading practices emerging for both public and private financial instruments and how they can be blended to scale up energy efficiency, covering industry, buildings, secondary markets and how they link to the EU´s sustainable finance activities.
    -Dissemination/communications: This working group will aim to disseminate the results of EEFIG activities more widely, and UNEP FI and the EC are looking to appoint a set of EEFIG ambassadors who can disseminate the results of EEFIG more widely in the finance community.

    During the webinar, the working group leads will present in greater detail on the working mode and main topics to be addressed by each working group, and we will describe the kind of expertise we seek and process for sending in an expression of interest.
  • Kettle Hill US L/S Equity Fund Q4 2019 Webcast
    Kettle Hill US L/S Equity Fund Q4 2019 Webcast
    Andrew Kurita Jan 27 2020 2:00 pm UTC 60 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager Andrew Kurita to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • BPI Brasil - Highlights 4Q2019
    BPI Brasil - Highlights 4Q2019
    João Caro de Sousa Jan 27 2020 3:00 pm UTC 45 mins
    BPI Brasil is a long only Fund that invests 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 offer a sustainable return over a reasonable time frame through an active management approach.
  • LDI review and outlook | January 2020
    LDI review and outlook | January 2020
    David Jamieson, Senior Market Strategist Jan 28 2020 10:00 am UTC 30 mins
    In this 15 minute discussion, our Senior Market Strategist David Jamieson will discuss interest rates, inflation, z-spreads, real yields and other news.