Quarterly update from the Aviva Investors UK Property Fund managersRead more >
Although we are late in the business cycle, income still remains crucial. With office rents rising everywhere but London, and the impact of Brexit along with the devaluation of sterling, this should not always be viewed as a negative as it can attract global investors. Marcus Phayre-Mudge will discuss the dynamic shifts in the retail space, the winners and the losers, as well as the rise in alternatives, such as investment in self-storage, budget hotels and student accommodation.Read more >
Property is a valid diversifier, with income driving good long-term return prospects. Marcus Phayre-Mudge will provide an update on his view of the opportunities for property REITs and bricks and mortar; he will explain how taking a blended approach of both could provide the answer to your property puzzle.Read more >
There’s a temptation to think that both equity and credit investors should look at ESG in the same way. This approach can lead to a quicker roll-out, as existing, more established equity process can just be used for credit analysis.
In this session, RLAM's Ashley Claxton and Martin Foden will explain why they think that the scope and application of ESG factors is quite different: from the different make-up of bond indices, to the subtleties of bond structure, a differentiated approach has to be taken. The only similarity? That if ESG is seen as an ‘extra’ part of your security analysis, you’re probably not doing it right.
Ashley Hamilton Claxton is responsible for coordinating and overseeing RLAM’s approach to responsible investing across all of our asset classes. She has management responsibility for our company engagement, corporate governance analysis, and proxy voting. Ashley is RLAM’s subject matter expert and spokesperson on responsible investing and corporate governance.
Martin Foden joined RLAM at the start of 1998. He initially joined RLAM's UK Equity Team, with responsibility for analysing the transport, business services and construction sectors, as well as managing balanced pension funds. This experience greatly enhanced RLAM’s credit research capabilities when he joined the Fixed Income Team at the beginning of 2003. Since moving to the Fixed Income Team, he has been instrumental in developing RLAM’s analytical process through the advancement of the team’s cashflow forecasting and evaluation of issuer structures.
Join Guy where he will explain why the property sector has remained resilient, and set out his thoughts on the outlook for the remainder of the year.Read more >
Guy Glover discusses where the value is in UK Property.Read more >
With Brexit looming and with uncertainty permeating markets, what are the advantages of holding commercial property? Topics also covered include foreign investment, property performance in rising rates and the key drivers for commercial property in 2018.Read more >
Guy Glover discusses how property is performing as an asset class, what is a realistic yield expectation and the challenges faced by the sector.Read more >
Gone are the days of simplistic negative screens for ethical investing, as new investor demographics demand a greater scrutiny on the role companies play in society and how this can drive enhanced returns. Nick will explore how the Responsible Global Equity strategy fully incorporates Environmental, Social and Governance (ESG) risks and opportunities all the way through the investment process.Read more >
Mike Fox, Head of Sustainable Investments and his team at Royal London Asset Management look for themes in sustainable investing by first looking for problems. Watch our short video to find out why.Read more >
Mike Fox describes RLAM’s approach to sustainable investing, highlighting the inherently flexible nature of our offering, comprising a suite of products that span the asset class mix. He also shares insights into how the team integrate sustainability into their investment decisions.Read more >
In the first video in our series on sustainable investing, Mike Fox shares two key reasons why he believes we are seeing growing interest around sustainable funds. He looks at changes in dominant demographics and challenges historic beliefs that investment returns will suffer if you ‘do the right thing’ in respect of the environment, society and corporate governance.Read more >
Head of Sustainable Investments, Mike Fox highlights the areas he believes will grow over the next year and explains why sustainable investing is a growing concern.Read more >
As the F&C Global Equity Market Neutral Fund passes its third anniversary, Erik and Chris will review the performance of the fund, not just in terms of absolute performance, but also as a component of a multi-asset portfolio. They will also discuss the outlook for a factor based approach to investing.Read more >
Mike Fox, Head of Sustainable Investments at Royal London Asset Management shares four key areas of interest that our sustainable investment team are focusing on at the moment.Read more >
In this short video, Mike Fox, Head of Sustainable investments at Royal London Asset Management focuses firstly on the options available to investors who wish to embed values in the way that they invest, before describing where RLAM’s sustainable funds fit within this spectrum of impact.Read more >
Marcus Phayre-Mudge discusses property as an asset class.Read more >
Prior to making an investment in a start-up, investors look to ensure that the team, product, and market aspects are all strong. They then carry out due diligence to expose and plan for potential risks. These usually include financial and legal risks, but more and more investors are focusing on intellectual property too.
PatSnap will be teaming up with Jon Calvert, Managing Director at ClearView IP, to discuss what aspects should be considered when beginning due diligence and how a rigorous approach can secure a greater likelihood of realising substantial investment returns.
In this webinar we will explore:
- What kind of intellectual property does a startup actually have?
- How do I know if the intellectual property position is strong?
- What kind of things should be on my intellectual property due diligence check list?
- How can I put a financial value on the intellectual property?
David Walls, Head of Retail Investment Sales, will be joined by Ian Johnston, Head of SSGA Ireland Real Estate, to discuss the outlook for property markets, SSGA's approach to real estate investment, and how the fund could fit into your investment portfolioRead more >
Marcus analyses the current state of the pan-European commercial property market – both equities and bricks and mortar. He will also give his views on the recent issues surrounding liquidity on a number of open-ended property funds.Read more >
Vicki Bakhshi introduces responsible investing, highlighting our approach and capabilities.
Responsible investing, Vicki Bakhshi, GSI
Join Guy for an update on the outlook for UK property plus a live Q&A on the fund and sector.Read more >
Investor obligations do not end at the point where investment decisions are made. We use in-depth engagement dialogue to encourage investee companies to improve performance and move towards best practice in the management of ESG issues. Matthias Beer, Associate Director in BMO Global Asset Management’s Governance and Sustainable Investment Team will explain how active engagement forms part of a comprehensive responsible investment strategy and will show case studies illustrating its potential and limitations.Read more >
Investment opportunities for sustainable investors have never been greater, while interest in sustainable investment solutions has never been higher. In this presentation we show why the rising demand for sustainable products crosses almost all industries, and why the asset management industry is next. We also highlight a number of key investment opportunities, where capital can be used for both social good and financial gain.Read more >
We are launching a webinar to give our clients greater insight into our voting and engagement activities.
In our first of the series, Vicki Bakhshi will present highlights of our voting and engagement activities this year, and Emma Lupton will provide an update on our topical Ocean Plastics project, explaining key findings from our engagement so far.
Please register if you plan to attend. All participants will be able to submit questions during the webinar, and there will be the option to replay the webinar in full.
We hope that you will be able to join us.