Jessica Ground, Head of Stewardship at Schroders, and team
On this All Hallows' Eve edition of Schroders’ Sustainability Quarterly webinar, we look at ESG-indexing, and ESG within Emerging Markets, both areas that can potentially offer tricks & treats.
The combination of rising demand for index-based investment products and an increasing appetite for strategies based on ESG criteria has led to a sharp increase in ESG-branded products. We highlight a number of reasons why these simple, low-cost solutions may not provide either the financial or sustainability outcomes investors are likely to expect.
EM have tended to exhibit greater volatility than developed markets. Less stringent regulation, rapidly changing demographics and evolving policy environments can add to the uncertainty for EM investors. These issues are less likely to impact better managed, more sustainably run companies, in our view.
Schroders, Distribution Technology and Seven Investment Management
Join Schroders, 7IM and Distribution Technology for an update on the Wealth Portfolios.
During the webconference, you will hear about the Dynamic Planner asset model process and how these exciting fund solutions are uniquely positioned to deliver consistent risk targeted investment outcomes to this framework.
11:00 - 11:05 Introduction
11:05 - 11:15 Dynamic Planner’s Annual Asset Allocation Review – Abhi Chatterjee, Head of Asset & Risk Modelling, Dynamic Planner
11:15 - 11:25 Low cost tracking of the Dynamic Planner asset model - Matthew Yeates, Senior Investment Manager, Seven Investment Management
11:25 - 11:35 Active multi-manager solutions and the discipline of risk targeting - Marcus Brookes, Head of Multi-Manager
David Knutson, CFA, Head of Credit, Americas, Schroders
Schroders recently held its Quarterly Fixed Income Investment Forum, and for this webinar David Knutson will give a glimpse into this 3-day discussion by recapping several debates that went on, including the state of the USD, and inflation. He will also offer a research analyst's perspective on another current debate sparked by recent tweets - quarterly reporting.
Michael O'Brien, Ph.D, and Derek Power, Schroders QEP team
Emerging market equities remain an attractive area to find growth. While liquidity and FX remain powerful drivers of EM asset prices, for those with a longer-term view, we think the fundamentals are strong and there remains compelling alpha to be had across region, sector, and market cap. So where are we seeing value?
Join Dr Michael O’Brien and Derek Power from Schroders QEP team as they look at the secular changes that are transforming this dynamic and diverse asset class -- and where they see opportunities.
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.