Amid the recent market turbulence, how can investment managers focus on the most important job of responsibly managing the wealth entrusted to their care and avoid being swayed by economic forecasts and market volatility?
This webinar takes a closer look at what investment managers can realistically and confidently take a view on, such as;
* the extent to which events can change the valuation of assets
* the relative attractions of the myriad asset classes available to multi-asset investors
* the likelihood of achieving decent returns from those assets in the context of the market cycle.
There is a buzz around responsible investing and, as the market enjoys a creative phase, there are still tough questions to be answered along the path to mass adoption across the ecosystem.
In this session, our panel of experts will share their take on the market outlook heading into the second quarter of 2018 with a focus on Environmental, Social And Governance (ESG), Socially responsible investing (SRI) and Impact Investing.
Key themes to be discussed include;
* Investor appetite vs market supply
* Unbundling of the responsible investments
* Manual approaches and hybrid innovations
* Regulatory environment and developments
Join this live Q&A panel session to engage with and hear from key industry experts with interesting and contrarian views on the market for responsible investments.
Heinrich Hugenschmidt, Advisor to Family Offices and Asset Managers
Jon ‘JB’ Beckett, Director and UK Representative, Association of Professional Fund Investors (APFI)
Marguerita Cheng, Chief Executive Officer, Blue Ocean Global Wealth
Jordan Kimmel, Portfolio Manager, Gitterman Wealth Management, LLC
We invite you to think a new thought. Pressures on the environment, the prospect of irreversible climate change, and a rising number of people who are denied the means to fulfil basic needs, require a fundamental change in the way we live and how we invest. There is an extraordinary opportunity to harness a growing wave of optimism and awareness as more and more investors are looking for a long-term partner with whom to invest. The UN Sustainable Development Goals, which were agreed upon by 193 world leaders in September 2015, underpin the realisation that a global and concerted effort is needed to reach a set of goals to end poverty, protect our planet and ensure prosperity for all. There is an opportunity for the financial sector to play a role as an estimated USD 7 trillion in investment capital is needed to address these key global challenges. Video credit: ISSIMORead more >
Investment consultants advise on the investment practices of trillions of dollars worldwide. They are a recognised source of authority and knowledge. However, most consultants and their asset owner clients are failing to consider environmental, social and governance (ESG) issues in investment practice – despite a growing evidence base that demonstrates the financial materiality of ESG issues to portfolio value.
There currently seems little commercial imperative for investment consultants to extend the coverage of ESG integrated services among their clients. Nor do we see pension schemes demanding ESG integrated services from their consultants. In too many cases, consultants and their clients simply don’t talk about ESG issues.
In this session, we will discuss the barriers and solutions with a view to maximising the global SRI opportunity.
Since the adoption of the UN Sustainable Development Goals, socially responsible and impact investing have taken center stage, but what is the next step towards critical mass?
How can fund managers go beyond measuring impact, and fully harness the power of finance to accelerate the sustainable transition?
Erik Breen, Director of Triodos Investment Management’s Socially Responsible Investment platform discusses the practical steps fund managers should take to invest for a sustainable transition.
We will present the latest quantitative and qualitative insights into key trends in investment management outsourcing and financial advisors’ opinions.
All registrants will be emailed a copy of the full research report prior to the webinar on October 3.
Highlights of Northern Trust’s “Investment Management Outsourcing: The State of the Art In 2012” research based on a recent survey of more than 500 Advisor Perspectives subscribers. This work updates research conducted in 2010 and tracks changes in advisors’ views toward and use of outsourcing in the last two years.
Many feel that financial planning and investment management are uneasy companions within a financial planning firm.
Lee Robertson, CEO of Investment Quorum, outlines why they decided to combine both elements of wealth management to the overall benefit of his clients, his advisers and his firm.
In this webinar, you will learn:
· The problems encountered leading to a rationale which combines financial planning and investment management
· The journey to becoming investment managers
· The Investment Quorum proposition
· The benefits for clients, advisers and the firm
· Key issues for consideration
The popularity of alternative risk premia (ARP) is growing and strategies that focus on ARP are increasingly being incorporated into portfolios. The attraction of this approach is that ARP can mimic strategies that have historically only been available through hedge fund vehicles, but with more favourable liquidity and cost characteristics, whilst retaining a low correlation to traditional equities and bonds.
In multi-asset investing the search for non-correlated returns leads to Alternative Risk Premia. Key topics that will be covered in this session include:
* What benefits do alternative risk premia (ARP) bring to a multi-asset portfolio?
* How can investors construct a portfolio that is diversified to weather key macroeconomic regimes?
* How can dynamic allocation in the alternative risk premia universe be used to manage downside risk?
Joining this webinar will help you to understand how alternative risk premia strategies can help provide diversification benefits to your multi-asset portfolios as well as providing you with the knowledge to better understand how to differentiate between the various risk premia strategies available and to select the ones most appropriate for your needs.
• Overview of the key drivers of strategy performance over the third quarter of 2018.
• Summary of the new fund ideas incorporated into the strategies over the course of Q3, and the tactical changes made to the portfolios’ asset allocations.
• An update on the strategies’ current positioning and Quilter Cheviot’s market outlook for the next quarter.
Unlike the past, there are now many exponential technologies, many of which are combining to create an accelerating, virtuous cycle of almost limitless disruption.
While previous industrial revolutions were localized, today's are interconnected and global with their impact already visible in homes and businesses across the world.
Gaining diverse exposure to the global innovation opportunity has been challenging for European investors, until now.
Join HANetf and GinsGlobal Investment Management who will explore the investment challenges and opportunities associated with "Industry 4.0" and introduce two new UCITS ETFs that target global innovation and cloud computing.
Section 1 – From QE to QT – now is the time for active management
Section 2 – a behavioural approach to generating alpha
Section 3 – Conclusion / Q&A
Nadia Grant joined the company in 2014 as a portfolio manager within the US Equities team and became Head of US Equities, EMEA in July 2017. She manages the Threadneedle American Fund as well as a number of institutional portfolios. Nadia also contributes to the team’s macroeconomic and thematic research.
Prior to joining the company, she worked for 13 years at JP Morgan Asset Management. She worked as a portfolio manager in various teams, managing European, American and Global strategies.
Nadia has a Master’s degree from Reims Business School (Neoma) and also holds the Chartered Financial Analyst designation.
“Multi-asset” and “Solutions” have been some of the industry’s biggest buzzwords over the last few years, and for good reason: multi-asset vehicles have generated record sales and clients around the world continue to challenge their providers - both asset and wealth managers - to offer solutions to their problems rather than simply push products.
In this panel discussion, we will dissect what’s driving the recent growth in multi-asset products and what the future holds given the many challenges facing the industry
This webinar will cover topics such as:
* What are the key innovations in the multi-asset arena currently and in the future?
* How can asset and wealth managers partner to ensure clients are receiving the best possible outcomes?
* What role does passive play in the multi-asset arena? Alternatives?
* How do wealth managers evaluate asset managers’ multi-asset products, and what are their unmet needs?
After this webinar, listeners will leave with solid ideas, tactics, and a vision on how to optimize their multi-asset strategy to meet client needs, be on the cutting edge of innovation, and protect and grow their assets and overall business.
Florian Schneider, CFA, Head of Product Research & Development at Amundi
Scott Brady, Head of Product Development and Strategy, Columbia Threadneedle
Peter Greenberger, CFA, CFP, Director of Mutual Fund and 529 Plan Product Management at Raymond James
Oscar D. Pulido, CFA, MD & Global Head of Product Strategy for the Multi-Asset Strategies, Blackrock
Gabriel Altbach, Founding Principal, Asset Management Insights and Senior Consultant, MackayWilliams
Aarstiderne is an inspiring frontrunner in the European organic food sector with the mission to reconnect the consumer to the organic farmer. Through its organic meal box offer, the Danish company has evolved into a leading player in the market for healthy, delicious and convenient online food solutions. Triodos Organic Growth Fund is a shareholder in Aarstiderne.Read more >
Kenny Hearn is the founder of Asymmetry Asset Management, a multi-strategy hedge fund targeting uncorrelated and absolute market returns by searching global markets for investments with asymmetrical risk/return profiles.
In this interview, we talk about:
- why Asymmetry was started
- How Kenny got interested in Blockchain and his views on the implications of Blockchain in the future.
- What Stablecoins are
- How to time the market
- Why the portfolio was rebalanced
- What investors should consider if they want exposure to the cryptocurrency market
- ICOs and Airdrops
- The AAAX
Is the integration of ESG material risks and opportunities becoming more standard in investment processes for private markets? If so, what does this look like?
We will speak with 2 experts from our private markets teams to get their point of view on:
- How material ESG related issues form part of the investment process
- How they undertake proper due diligence on assets within their respective investments
- How clients are seeing ESG within this space and what they now expect from managers in terms of ESG integration, due diligence, and reporting
Cindy Rose – Head of ESG Investing – Clients and Products
Graeme Dunbar – Investment Director, Economic Infrastructure
Ruairi Revell – Real Estate ESG Manager
We are pleased to invite you to our Q1 webcast. Raphael Pitoun, Chief Investment Officer, along with members of the Investment team, will provide an update on the funds, as well as offer insight regarding current topics of research, including a look at technology stocks, successful consumer goods companies, and Rightmove.
They will also be joined by our Chairman, Peter Seilern.
There will be an opportunity to pose questions directly to the team.
Most of us have heard about crypto “currencies”, ICOs and the tremendous volatility and risks involved. Is there any rationality in this space? Is there any room for a more traditional investor – or is investing in crypto anything but a crap shoot?
The fact of the matter is that there is already quite a broad range of investments available in the crypto space, many of which carry far less risk and a far higher level of security than one might believe from general media reporting on the crypto sector.
This session will briefly touch on all of the major categories of investments in the crypto space and then focus on the various fixed-income and pseudo-fixed-income investments which already exist. It will conclude with a brief look at where the sector is going – which we know with relative certainty because the “fiat” space (the traditional financial sector) has already been there…
Timothy is the founder and the primary Principal of Crypto Asset Management, LP ("CAM"). Prior to founding CAM, Mr. Enneking was the founder and investment manager for the Crypto Currency Fund (“CCF”), one of the world's first private funds focused on cryptocurrencies.
Prior to operating CCF, Mr. Enneking founded and managed Tera Capital Fund, a fund of funds focused on Eastern Europe (established in 2004). Simultaneously, in 2013, he was engaged to manage the world’s first Bitcoin fund.
Mr. Enneking also has extensive M&A experience, having completed more than 70 transactions with an aggregate transaction value of over US$12 billion. He speaks near-native French and Russian, as well as German. He has five university degrees, all in international business and law.
Meet Varthana. The financial institution is part of Triodos Investment Managment's inclusive finance portfolio, and provides loans, financial resources and other support to private schools in India's lower income segment. Varthana services 3,500 schools and 2.5 million children.Read more >
The Federal Reserve has planned 8 rate hikes over 2018-2019, and a world with "Quantitative Tightening" has forced fixed income investors to re-consider their liquidity strategies. Lower volatility and borrowing rates from the US may portend global markets to follow. This has huge implications for Fixed Income markets.
This live panel webinar will cover the following questions:
- How can Fixed Income investors adapt to a new world of rising interest rates and mediocre liquidity environment?
- What other global macro events may happen that will affect fixed income investors’ portfolio?
- Will developments in electronic trading platforms help fixed income liquidity?
Janelle Woodward, Global Co-Head of Income, BMO Asset Management U.S.
Alessia Falsarone, Managing Director, Portfolio Strategy and Risk, Investments, PineBridge Investments
Can the megacap tech elephants still dance? Or should the question be: Is there an alternative and better way to capture long-term investment returns, created by disruptive forces and innovation without falling for the “Next-Big-Thing" trap by overpaying for "growth" and chasing to invest in the fads, 'me-too' imitators, or even in seemingly cutting-edge technologies without the ability to monetize and generate recurring revenue with a sustainable and scalable business model?
We see a distinct value opportunity in an exclusive group of under-the-radar Asian SMID-cap tech stocks who are exceptional market leaders in their respective fields with unique scalable business models run by high-integrity, honorable and far-sighted entrepreneurs with a higher purpose in solving high-value problems for their customers and society whom we call H.E.R.O. - “Honorable. Exponential. Resilient. Organization.”.
- Investing in exponential innovators = The most relevant language in value investing?
- Why are these exponential & exceptional innovators overlooked and mis-priced winners and the most relevant multi-year investment trend and opportunity?
- The analytical framework to identify winners, including rejuvenating the defensive economic "moat" analysis by complementing with the more offensive “catapult” analysis, using this new lens to view the value creation process afresh and continually discover innovators creating, enabling and capturing new demand with exponential non-linear growth potential
- Remaining skeptical and grounded in the Asian capital jungles and avoiding the investing pitfalls and traps of Asian-style accounting fraud and mis-governance which western-based fraud detection tools and techniques have not been adequately adapted to the Asian context
- Selected case studies
Simon is currently the Head of Institutional Business at CSOP Asset Management and his team covers investors in both Europe & Hong Kong. Prior to CSOP, Simon spent 7 years at Bloomberg as an ETF/Mutual Fund Market Specialist & Senior RM covering offshore Chinese financial institutions.
Earlier in his career, Simon worked for Credit Suisse, Mayfair Pacific Financial Group, and Fubon Bank in Hong Kong. Simon started his career at SAFE HK as an Analyst and was subsequently promoted to Portfolio Manager responsible for managing part of China’s Foreign Reserves. Simon earned his BA Degree from UCLA.