Does looking at ESG add alpha? An independent view of the evidence
The conversation about ESG investing is gaining traction across markets. Clients no longer ask 'do you have an ESG strategy?' but rather 'do ESG high scores result in outperformance?' Collaborating with Empirical Research Partners, this webinar will showcase their findings on ESG, what factors show the strongest correlation and how they think asset owners and fund managers should be taking this forward.
Jessica Ground, Global Head of Stewardship, Schroders will be joined by Rochester ‘Rocky’ Cahan, CFA, the U.S. Portfolio Strategist at Empirical Research Partners LLC. Mr Cahan joined the firm in 2013 to focus on a broad spectrum of research topics ranging from bottom-up stock-selection to top-down macroeconomic analysis. In addition to his highly regarded practitioner research, Mr. Cahan has published a number of academic articles in top journals including The Journal of Empirical Finance, The Journal of Banking and Finance, and The Journal of Portfolio Management. Mr. Cahan received a double degree in Mathematical Physics and Finance from Massey University in New Zealand in 2003, and is also a CFA charterholder.
RecordedJun 15 201646 mins
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Jessica Ground, Global Head of Stewardship, Elly Irving, ESG Analyst, and Seema Suchak, ESG Analyst, each with Schroders
Investors often have mixed views on the benefits of ESG engagement, especially within Big Industry sectors. As long-term stewards of client’s capital, our goal is to provide meaningful insights on our engagements with the aim of demonstrating how ESG research is good not only for investors in the form of improved stock prices, but how engagement may also prove beneficial for those companies willing to express change within their business models. This webinar will focus on the ESG Team’s engagement research within the Pharmaceuticals and Consumer Staples -- two critically important consumer-driven global industries.
It appeared that the environment for emerging market debt was improving as many developing countries have brought inflation under control, have seen an improvement in their competitiveness and have scope to reduce interest rates. But the election of Donald Trump has raised the spectre of US protectionism and resulted in rising Treasury yields. Alan Cauberghs, Investment Director, explores whether the outlook for emerging market debt has changed materially and if the asset class can still generate attractive returns in the revised political climate
As one of the highest-yielding regions globally, Asia continues to offer significant structural advantages in favour of consistent dividends, and this fund maintains a bottom-up investment view, which remains key to identifying attractive pockets of growth across regional markets.
Join Richard Sennitt, Fund Manager, as he provides an update on the fund and shares some insights into his hunt for Asian yield.
Asian small cap equities, along with other emerging market small caps, generated robust returns after the Brexit vote shock saw central banks globally commit to maintaining loose monetary policy. How likely are these returns to continue?
Join Matthew Dobbs, Fund Manager, as he provides an update on the fund.
Join us for an update on the performance of Schroder ISF European Alpha Absolute Return with fund manager, Lionel Rayon. In this live call you will have the opportunity to ask Lionel your questions directly. The recording will also be available after the event if you're unable to join us at this time.
The six funds in the range have been designed with a broad range of investors in mind, aiming to help people with different objectives achieve their goals through a single balanced investment.
With rising volatility bound to be a feature for the remainder of the year, are we closer to the end of the market cycle than the beginning? Join Marcus Brookes, head of the Multi-Manager team, for an update.
Register for Schroders Live on Wednesday 28 September, with Senior European Economist and Strategist Azad Zangana and Fund Manager Remi Olu-Pitan as they discuss recent macroeconomic challenges in a panel discussion hosted by Bloomberg’s Manus Cranny.
Schroders webconference: Many absolute return bond funds have found it difficult to generate their target level of returns over recent quarters as many bond yields have fallen below zero. Alan Cauberghs, Senior Investment Director for Fixed Income, examines the tools that managers can use to generate positive absolute returns and what market conditions are required to achieve their targets in future.
The Schroders’ Maximiser strategy is a tested stockmarket based investment strategy targeting a 7%* annual yield. Following the reorganisation of the team, the investment philosophy, process and management of the Maximiser range will stay the same, delivering attractive income returns through different market environments as it has been since 2005.
Please join Rupert Rucker, Client Portfolio Manager, as he provides more information on the new team and an update on the fund range.
*The target yield quoted is an estimate and is not guaranteed
Value holds centre court in Kevin Murphy and Nick Kirrage's investment strategy for the Schroder Recovery Fund and following this strategy for 10 years has led to a return of 138.7% versus the 72.1% return from the FTSE All Share index*.
To celebrate a decade of managing the fund, please join Nick and Kevin as they explain how the value investing strategy works and how they were able to overcome the tough ten years that value stocks faced.
*Performance from 21 July 2006 to 21 July 2016. Source: FE Analytics, bid to bid with net income reinvested to 21 July 2016, Z Acc share class, net of fees in GBP
Schroder webcasts will be hosted by the fund managers. They aim to give you an in-depth, up to date view of our funds. You will have the opportunity to question fund managers on their holding, investment process and strategy going forward.
Does looking at ESG add alpha? An independent view of the evidenceJessica Ground, Global Head of Stewardship, Schroders, and Rochester Cahan, CFA, Empirical Research Partners LLC[[ webcastStartDate * 1000 | amDateFormat: 'MMM D YYYY h:mm a' ]]46 mins
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