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Institutional Investors

  • Q4 multi-asset outlook
    Q4 multi-asset outlook
    David Vickers, Senior Portfolio Manager Recorded: Oct 15 2019 36 mins
    David Vickers, Senior Portfolio Manager at Russell Investments, will review Q3 and outline how the team are positioning the portfolios against the backdrop of global market uncertainty going into Q4.
  • Insight's Broad Opportunities Strategy
    Insight's Broad Opportunities Strategy
    Head of Multi-Asset Strategy, Matt Merritt Recorded: Oct 15 2019 20 mins
    This is an opportunity to hear from Matt Merritt, Head of Multi-Asset Strategy Team, and Portfolio Manager Steve Waddington, who will provide an update on our views market environments continue to evolve, and outline how these developments are shaping your diversified growth.
  • LDI review and outlook | October 2019
    LDI review and outlook | October 2019
    David Jamieson, Senior Market Strategist Recorded: Oct 10 2019 19 mins
    In this 15 minute discussion, our Senior Market Strategist David Jamieson will discuss interest rates, inflation, z-spreads, real yields and other news.
  • Guide to the Markets Q4 webconference
    Guide to the Markets Q4 webconference
    Karen Ward Recorded: Oct 9 2019 63 mins
    Join Karen Ward, Chief Market Strategist for EMEA, as she explores the key trends and themes that are likely to shape the global markets in the coming months.

    Karen will be joined by Richard Titherington, Chief Investment Officer and head of the Emerging Markets and Asia Pacific (EMAP) Equities team, who will highlight the various investment opportunities which can provide quality exposure to this exciting asset class.

    You can submit questions throughout the call to receive answers from Karen and Richard on the issues that matter to you.

    Interested in CPD?
    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:

    • Understand the implications of geopolitical risks for investors
    • Consider how to track the likelihood of a US recession
    • Assess the outlook for central bank policy and how this may impact fixed income assets
    • Consider whether fiscal policy might work more closely together with monetary policy in the future
  • Rethinking value: A smarter approach to global defensive equities
    Rethinking value: A smarter approach to global defensive equities
    Laurent Nguyen and Gabriele Susinno, Pictet Asset Management; Brendan Maton, IPE Recorded: Oct 8 2019 64 mins
    Being a value investor during the longest equity bull market on record has been a brutal undertaking. Amplified by extraordinary monetary stimulus from central banks, growth-driven glamour stocks have flourished over the past decade. Meanwhile, digital transformation has caused some cheap stocks in certain industries to become ‘falling knives’ in terminal decline.

    Pictet’s Global Defensive Equities managers believe that because value is hard to find, it is more valuable than ever.

    In this webinar, they explain why a more multi-faceted understanding of value should be the cornerstone of a more defensive equities approach. In particular, they will explore:

    • Why they believe that growth and risk are often mispriced in equity markets due to behavioural biases
    • How their proprietary ‘4P’ dynamic framework aims to exploit this market anomaly by identifying mispriced securities
    • Why they believe that quant augmented by fundamental judgment results in more robust and efficient portfolio management

    Presented by:
    • Laurent Nguyen, Head of Global Defensive Equities, Pictet Asset Management
    • Gabriele Susinno, Senior Client Portfolio Manager, Pictet Asset Management

    Moderator:
    • Brendan Maton, IPE
  • Delivering strong returns from UK Equities, Responsibly
    Delivering strong returns from UK Equities, Responsibly
    Catherine Stanley, Fund Manager Recorded: Oct 8 2019 29 mins
    It’s a common misconception that investors have to forego some returns to invest in line with their principles. The strong performance of our UK Responsible Funds firmly belies this view. Catherine will discuss BMO’s long heritage in responsible investing, her investment process and show that businesses with good quality fundamentals and strong responsible credentials can be a winning combination
  • Sustainable Investing: Tools to spot the different shades of green
    Sustainable Investing: Tools to spot the different shades of green
    Triodos Investment Management | Andrea Palmer & Wouter van Maanen Recorded: Oct 4 2019 28 mins
    With the rise of sustainable investing, a spectrum has emerged. We call this the 50 shades of green.

    Triodos IM sustainable investment experts, Wouter van Maanen, Investor Relations Manager, and Andrea Palmer, Product Specialist, will shed light onto the most widely used sustainable investment strategies and dive into the key characteristics that make them each unique. They will explore ESG integration, best-in-class, negative exclusions, and impact investing. This webinar will equip you with the tools to identify the different ‘shades of green’ and to assess which of these strategies best fit your beliefs, needs, and ambitions.
  • Factors in Fixed Income - First Trust Global Rates & Currency Strategy Research
    Factors in Fixed Income - First Trust Global Rates & Currency Strategy Research
    Leonardo Da Costa (Director & Portfolio Manager) and Anthony Beevers (Portfolio Manager) Recorded: Oct 3 2019 47 mins
    In recent times, global interest rate markets have endured heightened volatility while certain yields across the global fixed income universe have turned negative. On this webinar, two of First Trust’s fixed income portfolio managers will discuss the opportunity set through a fixed income factor lens, as well as the attractiveness of individual country yield curves and currencies based on objective investment factors.

    Key Discussion Points:

    •Define carry, value and momentum factors impacting currencies and yield curves
    •Evidence the effectiveness of these factors
    •Apply these factors to real life examples
  • Trade wars, currency wars: are you prepared?
    Trade wars, currency wars: are you prepared?
    Momtchil Pojarliev, Head of Currencies Recorded: Oct 2 2019 27 mins
    Trade wars and currency wars have created a large amount of volatility in both the stocks and bond markets over the past months. How should investors prepare their portfolios to deal with geopolitical uncertainty and volatility?

    Join us for this 30 min webcast with Momtchil Pojarliev, Head of Currencies at BNP Paribas Asset Management.
  • Conviction in UK Mid Cap: the market cap sweet spot for UK equities
    Conviction in UK Mid Cap: the market cap sweet spot for UK equities
    David Moss, Matthew Parker Recorded: Oct 2 2019 30 mins
    The Mid Cap asset class has been a long-term outperformer; underpinned through a nimbleness to grow but with established leading positions in industry niches. We expect this combination to support continued outperformance, offering investors the best prospects for future value creation.

    David Moss and Matthew Parker, Portfolio Managers for the UK equity team will discuss how we differentiate versus peers through our core Mid Cap offering.
  • When rates and yields collide, where will you be invested?
    When rates and yields collide, where will you be invested?
    Adam Smears, Head of Fixed Income Research Recorded: Oct 2 2019 45 mins
    Fixed Income investors find themselves in a conundrum: investing in government bond yields implies a fear of recession, whilst turning to credit spreads suggests an expectation of growth. How do you navigate this potential collision course?

    Join Adam Smears, Head of Fixed Income Research at Russell Investments, during a live webcast as he discusses:
    •Risks in traditional fixed income
    •Opportunities in the wider fixed income market
    •Strategy to navigate a difficult market
  • Sector Investing via Futures – the why, what and how
    Sector Investing via Futures – the why, what and how
    Paul Woolman, CME Group; Tim Edwards, S&P DJI; Brendan Maton, IPE Recorded: Oct 1 2019 58 mins
    Market participants around the world – from major institutional investors to active individual traders – use Futures and ETFs to gain access to benchmark equity index sector exposure. These two instrument types are typically preferred for their sector exposure, liquidity, pricing, and ease of trading, relative to alternatives.

    Join our webinar to hear from Paul Woolman, Head of Equities EMEA at CME Group, and Tim Edwards, Managing Director, Index Investment Strategy at S&P Dow Jones Indices, as they provide a full overview of Equity Sector Investing in the context of Futures and ETFs – across these seven key factors:

    • Granular Exposure, providing diversification and the ability to target specific sectors
    • Relevance, the driving role of sectors in recent U.S. equity performance, scales of outperformance opportunity, and the applications for active strategies
    • Cost comparison of expenses that affect the total cost between Futures and ETFs
    • Liquidity analysis across several US benchmark equity Futures and ETFs
    • Capital efficiencies and key features of margin offsets in Futures vs the fully funded nature of ETFs
    • Operational efficiencies, such as opportunities for currency exposure, UCITS eligibility and managing the roll
    • Tax considerations and applications for Futures and ETFs

    This event is hosted by Brendan Maton from IPE
  • Eye on the Market Webcast
    Eye on the Market Webcast
    Michael Cembalest, Lee Spelman, and John O'Shea (Host) Recorded: Sep 27 2019 55 mins
    Eye on the Market Update
  • Climate Action and Responsible Banking – Implications for Capital Markets
    Climate Action and Responsible Banking – Implications for Capital Markets
    Martina Macpherson, President, NSFMNexGen Nov 21 2019 4:00 pm UTC 60 mins
    Climate change is affecting every city, municipality and country on every continent. It is disrupting national economies and affecting lives, costing people, communities and countries dearly today and even more tomorrow. The poorest and most vulnerable people are being affected the most.

    Affordable, scalable capital markets solutions are required to enable companies and countries to contribute to cleaner, more resilient economies. The pace of change is already happening as more people are turning to renewable energy and a range of other measures that will reduce emissions and increase adaptation efforts. Climate change, however, is a global challenge that does not respect national borders and affects the entire investment and capital markets value chain. It is an issue that requires solutions that need to be coordinated via a multi-stakeholder and intergenerational approach at the international level to help economies at scale to transition towards a low-carbon and just economy.

    To strengthen the global response to the threat of climate change, countries adopted the Paris Agreement at the COP21 in Paris, which went into force in November of 2016. However, challenges remain, especially in the context of responsible capital markets solutions.

    During this SDG 13 webinar, we aim to discuss with bankers, UN representatives and other experts how:

    •New capital markets and commodity solutions are required to finance renewable energy at scale
    •Responsible banking can provide the basis for multi-stakeholder engagement
    •Intergenerational involvement is necessary to move climate action from “Fridays for the Future” to financial markets decision making
  • ESG Integration in Sovereign Debt: Emerging and Developed Markets #2
    ESG Integration in Sovereign Debt: Emerging and Developed Markets #2
    PRI, BlueBay Asset Management, RobecoSAM, Emerging Markets Investors Alliance Recorded: Sep 26 2019 64 mins
    Join the PRI, BlueBay Asset Management, RobecoSAM and Emerging Markets Investors Alliance for a webinar on 19 September and on 26 September to hear about the findings of our new report, A Practical Guide to ESG Integration in Sovereign Debt. Investors are formalising approaches to systematic ESG integration across all asset classes – and sovereign debt is no exception. This new guide captures recent progress, provides guidance on assessing and integrating ESG factors at the research, security, and portfolio levels, and outlines areas where further progress is required.

    Speakers include investors who are actively considering ESG factors in sovereign debt analysis, as well as important stakeholders providing valuable data and additional insight to the ESG integration process.

    Graham Stock, EM Senior Sovereign Strategist, BlueBay Asset Management
    Max Schieler, Executive Director, Senior SI Country Analyst, RobecoSAM
    Fergus McCormick, Director of Sovereign Research, Emerging Markets Investors, Alliance
  • Yield Book Analytics Webinar – what’s new for the liquidity ratio metrics?
    Yield Book Analytics Webinar – what’s new for the liquidity ratio metrics?
    Mikhail Bezroukov, Analytics Product Specialist Recorded: Sep 25 2019 49 mins
    The Yield Book is offering a new Liquidity Ratio metric that is able to incorporate both traded price and volume informationm, as well as adjust for yield curve and sector-wide movements. The suite of liquidity metrics is calculated daily and made available through multiple delivery channels, including the Yield Book, Add-In, and API for USD-denominated bonds. Historical data is available for a 5-year period, which allows backfill of significant datasets to create an internal golden source for liquidity calculation as well as backtest historical portfolio liquidity.The webinar will take a closer look at liquidity metrics and transaction-level approaches to liquidity ratio analytics within fixed income markets.

    The Webinar will cover:
    - The measure produces intuitive results allowing for comparison across bonds and market
    - Scalable measure that can be extended to global fixed income markets, beginning with coverage of the US corporate bond universe
    - Innovative approaches to infer a liquidity score for bonds that do not have observed trades

    Our live webinar will be hosted by Mikhail Bezroukov, Analytics Product Specialist.
  • SDGs and credit portfolios, delivering financial return and positive impact
    SDGs and credit portfolios, delivering financial return and positive impact
    Guido Moret, Head of Sustainability Integration Credits & Erik Keller, Client Portfolio Manager Global Credits Recorded: Sep 25 2019 44 mins
    The UN’s Sustainable Development Goals (SDGs) take the quest for sustainability to the next level by making integration tangible and measurable. Investors are becoming increasingly interested in investment products that contribute to the realization of these goals and at the same time offer attractive returns.

    Robeco and RobecoSAM have developed a comprehensive proprietary SDG measurement framework with clear, objective and consistent guidelines. Using this proprietary SDG framework, we can construct credit portfolios that are diversified across issuers and sectors, which make a clear positive contribution to the SDGs, and which also deliver attractive financial returns for our investors.

    In this webinar, Guido Moret, Robeco’s Head of Sustainability Integration Credits, will describe the framework for SDG credits investing. Erik Keller, Senior Client Portfolio Manager Global Credits, will explain how SDGs can be linked to credit portfolios.

    The themes that we will be discussing:
    •Why should investors embrace the SDGs?
    •And how can we construct our portfolios with a positive contribution to the SDGs?
    •What is the specific Robeco offer, in terms of SDG credits?
  • Frontier markets: Accessing growth while limiting risk
    Frontier markets: Accessing growth while limiting risk
    Emre Akcakmak, Portfolio Advisor, East Capital Recorded: Sep 25 2019 31 mins
    Mention frontier markets to the average investor, and listen for a sharp intake of breath and woe betide warnings of extreme risk. Here’s the point they’re missing: annual volatility has been consistently lower across the frontier than in emerging or developed markets, and with lower correlation to global shocks.
    East Capital Portfolio Advisor Emre Akcakmak scours the world for the most compelling investment opportunities in the first of a series of webinar interviews with emerging markets author and journalist Gavin Serkin.
    Register to find out more and pose your questions.
  • The state of global equity markets through the lens of FTSE GEIS
    The state of global equity markets through the lens of FTSE GEIS
    Penny Ning Pan, Catherine Yoshimoto, and Alec Young Recorded: Sep 24 2019 47 mins
    FTSE Russell’s flagship global equity indexes, the FTSE Global Equity Index Series (FTSE GEIS) will be rebalanced during the September 23, 2019 semi-annual index review. Through this rules-based process, the index’s eight regional components will be adjusted to reflect changes that have occurred across 49 developed and emerging equity markets globally.

    Join FTSE Russell on September 24th for a discussion that will explore the global equity market landscape via a summary of trends observed and changes captured during the latest global equity rebalance. A review of FTSE Russell’s phased approach to including China A Shares in FTSE GEIS will also be provided.
  • DBRS Webinar: Reaching a Peak – Trends in Global House Prices
    DBRS Webinar: Reaching a Peak – Trends in Global House Prices
    Gordon Kerr, Senior Vice President and Head of European Structured Finance Research, and Ketan Thaker, Senior Vice President, Recorded: Sep 24 2019 33 mins
    DBRS Ratings Limited (DBRS) invites you to attend a webinar updating you on the trends in global house prices on 24 September 2019 at 3 p.m. BST/4 p.m. CEST/10 a.m. EDT. The webinar will be hosted by Gordon Kerr, Senior Vice President and Head of European Structured Finance Research, and Ketan Thaker, Senior Vice President, Head of European RMBS & Covered Bonds, in London.

    The discussion will focus on the drivers for real house price growth globally, as it appears to be reaching a peak. Real house price growth is losing momentum, and the drivers for further growth are diminishing. Ketan and Gordon will discuss various global market performances, their macro drivers and the way that DBRS incorporates house prices into its analysis of residential mortgage-backed securities and covered bonds.

    The discussion will last approximately 25 to 30 minutes and will be followed by an interactive question-and-answer session. DBRS welcomes all who wish to participate.
  • Miton Multi Asset Webinar
    Miton Multi Asset Webinar
    David Jane and Anthony Rayner Recorded: Sep 24 2019 38 mins
    In this webinar, fund managers David Jane and Anthony Rayner will provide a market update as well as discussing the importance of a pragmatic investment approach amongst a constant flow of market noise.
  • European Small Caps: the sweetest spot in European Equities
    European Small Caps: the sweetest spot in European Equities
    Sam Cosh and Lucy Morris Oct 15 2019 1:00 pm UTC 45 mins
    Sam Cosh and Lucy Morris, portfolio managers for European Asset Trust, will discuss why economic and political volatility provides the opportunity for long term investors to outperform in a fundamentally attractive sector. A huge pool of diverse businesses means that focused stock pickers can build a portfolio of businesses that offer structural niche growth and strong management teams yet do so with valuation support.
  • Asia – Looking Beyond Macro Uncertainties
    Asia – Looking Beyond Macro Uncertainties
    Eric Moffett Oct 16 2019 9:00 am UTC 60 mins
    With US-China trade tensions and fears over China’s economic slowdown continuing to cloud the near-term outlook, where can investors in Asia turn to and what do these significant headwinds mean for the region’s longer-term prospects?
    In this webinar, Portfolio Manager Eric Moffett will discuss his perspectives on the Asia region, its unique challenges and highlight how finding quality, growth-compounding businesses can help deliver more consistent returns and mitigate heightened market volatility across the cycle.
    Please join us for this live event on Wednesday 16 October at 10:00 BST / 11:00 CET, during which you will be able to put your questions directly to Eric.
  • The financial materiality of ESG factors for fixed income investors
    The financial materiality of ESG factors for fixed income investors
    PRI, SASB, PineBridge Investments and Breckinridge Capital Advisors Oct 16 2019 3:00 pm UTC 60 mins
    The PRI will host this webinar jointly with the Sustainable Accounting Standards Board (SASB) to help fixed income investors appreciate the financial materiality of ESG factors in bond valuations and credit risk.

    Carmen Nuzzo, Head of Fixed Income, PRI
    Gail Glazerman, Sector Analyst, SASB
    Alessia Falsarone, Head of Sustainable Investing, Fixed Income, PineBridge Investments
    Robert Fernandez, CFA, Director of ESG Research, Breckinridge Capital Advisors
  • BPI Alternative Fund - Iberian Equities Long-short 3rd Quarter 2019
    BPI Alternative Fund - Iberian Equities Long-short 3rd Quarter 2019
    Paulo Freire Oliveira Oct 21 2019 2:00 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.
  • The EU Taxonomy
    The EU Taxonomy
    Responsible Investor Oct 22 2019 11:00 am UTC 45 mins
    The latest developments on the EU Action Plan: Part 1

    This summer, the EU’s Technical Expert Group on Sustainable Finance (TEG) gathered market feedback on its plans for a green taxonomy, green bond standards and low-carbon benchmarks.
    To discuss the response and provide an update on the three initiatives – as well as the other parts of the Action Plan – RI will be joined by leaders from the TEG and the European Commission for a four-part webinar series.

    Nathan Fabian, Chief Responsible Investment Officer at the PRI and Chair of the Technical Expert Group on Sustainable Finance, will kick off the series with an update on the state-of-play for the green taxonomy. He’ll be discussing key take-aways from the public consultation and the latest in the ongoing political negotiations that run parallel to the TEG’s work.

    We encourage you to submit questions in advance, by emailing sophie@responsible-investor.com. Questions can be asked anonymously, if requested.
  • Investing in SDG #7: Affordable and Clean Energy
    Investing in SDG #7: Affordable and Clean Energy
    TBD Oct 22 2019 3:00 pm UTC 60 mins
    Investing in SDG #7: Affordable and Clean Energy
  • A European Green Bond Standard
    A European Green Bond Standard
    Responsible Investor Oct 23 2019 11:00 am UTC 30 mins
    The latest developments on the EU Action Plan: Part 2

    This summer, the EU’s Technical Expert Group on Sustainable Finance (TEG) gathered market feedback on its plans for a green taxonomy, green bond standards and low-carbon benchmarks.
    To discuss the response and provide an update on the three initiatives – as well as the other parts of the Action Plan – RI will be joined by leaders from the TEG and the European Commission for a four-part webinar series.

    Aila Aho, an Executive Advisor on Sustainability at Nordea, and TEG’s green bond rapporteur, will discuss progress on the potential European GBS and what comes next. She’ll talk about the role of transition bonds in the standard, potential legislation and how the EU’s work fits in with existing green bond initiatives.

    We encourage you to submit questions in advance, by emailing sophie@responsible-investor.com. Questions can be asked anonymously, if requested.
  • Low-carbon Benchmarks
    Low-carbon Benchmarks
    Responsible Investor Oct 24 2019 11:00 am UTC 30 mins
    The latest developments on the EU Action Plan: Part 3

    This summer, the EU’s Technical Expert Group on Sustainable Finance (TEG) gathered market feedback on its plans for a green taxonomy, green bond standards and low-carbon benchmarks.
    To discuss the response and provide an update on the three initiatives – as well as the other parts of the Action Plan – RI will be joined by leaders from the TEG and the European Commission for a four-part webinar series

    Dr Steffen Hoerter, Head of ESG at Allianz Global Investors and a TEG member, will update listeners on the two low-carbon benchmark proposals: integrating ESG disclosure into mainstream indices and creating a dedicated regulatory framework for low-carbon products. He’ll explain how the feedback from the consultation might influence the group’s final report.

    We encourage you to submit questions in advance, by emailing sophie@responsible-investor.com. Questions can be asked anonymously, if requested.
  • Trends in financial inclusion: Regional perspectives from a global investor
    Trends in financial inclusion: Regional perspectives from a global investor
    Triodos Investment Management | Regional experts and moderated by Dirk Elsen, Director Emerging Markets Oct 24 2019 12:00 pm UTC 45 mins
    Financial Inclusion: For What? is a call to action for our community to reexamine our goals and renew efforts to achieve them. During Financial Inclusion Week this year, October 21-25, 2019, Triodos Investment Management will host a webinar with top experts from Latin America, East and Southeast Asia, Eastern Europe, Caucasus and Central Asia, Africa & Middle East. During the webinar Dirk Elsen, Director Emerging Markets at Triodos Investment Management, together with regional experts will explore trends, developments, challenges, evolution and relevance of financial inclusion in different parts of the world. Expand your knowledge about financial inclusion, learn about the most prominent players in the field, ask questions, join the webinar!
  • BPI Africa - Highlights 3Q2019
    BPI Africa - Highlights 3Q2019
    Teresa Pinto Coelho Oct 24 2019 2:00 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.
  • Chapter 1. Delving into risk
    Chapter 1. Delving into risk
    Dag Wetterwald & Jeremy Richardson Oct 24 2019 2:00 pm UTC 30 mins
    What is it?
    How big is it?
    Why is it relevant?
  • Action Plan Updates Beyond TEG
    Action Plan Updates Beyond TEG
    Responsible Investor Oct 25 2019 11:00 am UTC 45 mins
    The latest developments on the EU Action Plan: Part 4

    This summer, the EU’s Technical Expert Group on Sustainable Finance (TEG) gathered market feedback on its plans for a green taxonomy, green bond standards and low-carbon benchmarks.
    To discuss the response and provide an update on the three initiatives – as well as the other parts of the Action Plan – RI will be joined by leaders from the TEG and the European Commission for a four-part webinar series.

    The reports from TEG have taken centre stage over the summer, but there are lot of other moving parts in the EU Action Plan on Sustainable Finance. Martin Spolc, Head of the Sustainable Finance and Fintech unit in the European Commission's Directorate General for Financial Services (DG FISMA) oversees the Action Plan, and will provide an update on other important developments.

    We encourage you to submit questions in advance, by emailing sophie@responsible-investor.com. Questions can be asked anonymously, if requested.
  • BPI Iberia - Highlights 3Q2019
    BPI Iberia - Highlights 3Q2019
    Paulo Freire Oliveira Oct 29 2019 3:00 pm UTC 45 mins
    BPI Iberia invests in listed Portuguese and Spanish shares or equity linked instruments.
  • European Fund Sustainability Labels: Navigating the jungle
    European Fund Sustainability Labels: Navigating the jungle
    Triodos Investment Management | Guest Speakers and moderated by Andrea Palmer Oct 30 2019 10:00 am UTC 60 mins
    Join Triodos IM and guest speakers Sebastian Hognabba of the Nordic Swan Ecolabel, Roland Koelsch of the FNG-Siegel, and Nicolas Redon from Novethic, for a live webinar discussing the European fund labeling landscape.

    Why should investment managers label their financial products? How many funds are choosing to label? And who does this aim to serve and how?

    Several of the major European fund sustainability labeling bodies will introduce their system and present how they arrived at their criteria to serve the needs of their local markets. As a group, we will explore how labeling organisations engage with their stakeholders to set standards that balance expectations, while maintaining a high bar. We will also discuss the role of country or sub-regional level labels in the light of an upcoming European-wide fund labeling scheme introduced by the European Commission.
  • Affordable and Clean Energy
    Affordable and Clean Energy
    TBD Oct 30 2019 4:00 pm UTC 60 mins
    Affordable and Clean Energy
  • 3er Webinar PRI LATAM 2019
    3er Webinar PRI LATAM 2019
    Eduardo Atehortua, PRI; Tony Campos, FTSE Russell, Elena Espinoza, PRI Oct 30 2019 4:00 pm UTC 60 mins
    El 3er Webinar LATAM del 2019 lo realizaremos en el mes de Octubre y el tema principal será el rol del inversionista frente al cambio climático y reflexiones de cara al desarrollo de la COP25 en Santiago. Contaremos con la presencia de:

    •Tony Campos Head of Head of Sustainable Investment for the Americas para FTSE Russell quien no presentará el Índice de bonos del gobierno mundial ajustado al riesgo climático y otros temas asociados a cambio climático que viene trabajando la organización.

    •Elena Espinoza, Manager Social Issues de PRI quien nos hablará sobre el trabajo que viene desarrollando PRI en transición justa y por qué es fundamental para una acción climática efectiva.

    También compartiremos novedades del trabajo de PRI sobre la Respuesta Política Inevitable (IPR) y la reciente declaración de 230 inversores institucionales que representan USD $16,2 trillones en activos bajo gestión pidiendo a las empresas que tomen medidas urgentes a la luz de los devastadores incendios en la Amazonía.

    Por favor tener en cuenta que la presentación de Tony Campos se hará en Ingles.
  • BPI Brasil - Highlights 3Q2019
    BPI Brasil - Highlights 3Q2019
    João Caro de Sousa Oct 31 2019 3:00 pm UTC 45 mins
    BPI Brasil is a long only Fund that invests in listed Brazilian equities and fixed income.
  • Halloween: Was it trick or treat?
    Halloween: Was it trick or treat?
    Yoram Lustig Nov 1 2019 10:00 am UTC 60 mins
    Join us on 1 November at 10:00am BST / 11:00am CET for our quarterly asset allocation webinar. Yoram Lustig, Head of Multi-Asset Solutions EMEA, will discuss key asset allocation themes and ideas to help you position your portfolios and have more actionable conversations with clients.

    The webinar is scheduled for the morning after the current Brexit deadline day, so Yoram can also address the immediate implications for investors and answer any questions you might have.
  • Chapter 2. Capturing alpha
    Chapter 2. Capturing alpha
    Jeremy Richardson & Dag Wetterwald Nov 7 2019 3:00 pm UTC 30 mins
    What is alpha?
    The importance of risk clarity
    Assessing risk combinations
  • Debating the Green New Deal as an investor roadmap for the Americas
    Debating the Green New Deal as an investor roadmap for the Americas
    Responsible Investor Nov 12 2019 4:00 pm UTC 60 mins
    As the FT noted in a recent editorial: “The depressing reality about climate change is that we could solve the problem, at manageable cost, but are failing to do so. This failure is due to a mixture of blindness and self-deception.” Could the Green New Deal be a wake up call for North American investors? Join us for a debate on how North American investors are assessing and responding to the ambitious scale of the GND and the global energy transition.

    The Green New Deal is full of implications for investors - the plan would require massive investments and the leveraging of new funding for communities affected by climate change; the repairing and upgrading of crumbling infrastructure to withstand extreme weather and ensuring all legislation related to infrastructure address climate change; and a shift in capital away from fossil fuels into renewable power sources; investment in new manufacturing and industrial capacity to spur growth; and the build out of distributed power grids to provide affordable electricity across the continent.

    This webinar will consider implications of the Green New Deal for North America’s largest investors, and the risks and opportunities of a strategic approach to climate finance at the continental scale.

    Speakers TBC

    Moderator: Paul Verney, Journalist, Responsible Investor
  • Emerging Markets 2020 – Time to Re-engage?
    Emerging Markets 2020 – Time to Re-engage?
    Ernest Yeung Nov 13 2019 10:00 am UTC 60 mins
    Trade wars, geo-political shocks and a mixed global economic outlook have all taken their toll as emerging market (EM) equities as a whole have underperformed their developed counterparts in 2019. But in a diverse and dynamic region such as EM, opportunities remain for skilled and active investors: so where are they and what can investors expect from here?

    In this webinar, Portfolio Manager Ernest Yeung will look at how emerging markets are evolving, why he believes the region is still only in the early stages of a recovery cycle, and how he’s positioning for 2020.

    Please join us on Wednesday 13 November at 10:00am GMT / 11:00am CET, during which you will be able to put any questions directly to Ernest.
  • Responsible Consumption & Production
    Responsible Consumption & Production
    TBD Nov 19 2019 4:00 pm UTC 60 mins
    Responsible Consumption & Production
  • Quality Education / Reduced Inequalities
    Quality Education / Reduced Inequalities
    TBD Nov 20 2019 4:00 pm UTC 60 mins
    Quality Education / Reduced Inequalities
  • Chapter 3. A relevant future for active management
    Chapter 3. A relevant future for active management
    Habib Subjally & Jeremy Richardson Nov 21 2019 3:00 pm UTC 30 mins
    Active management as it was
    Active management as it is
    Active management as it should be