ESG Quarterly: Integration in Action
This quarter’s ESG webinar will attempt to bring to life how ESG integration works within a fundamental investment process. Jessica and James will review the three pillars of ESG integration and review several recent stock examples.
Recorded
Apr 25 2017
42 mins
Your place is confirmed,
we'll send you email reminders
we'll send you email reminders
Presented by
Jessica Ground, Global Head of Stewardship, and James Gautrey, CFA, Global & International Equities
Jessica Ground, Global Head of Stewardship, and James Gautrey, CFA, Global & International Equities
Presentation preview:
Network with like-minded attendees
-
![[[ session.user.profile.displayName ]]](data:image/gif;base64,R0lGODlhAQABAIAAAP7//wAAACH5BAAAAAAALAAAAAABAAEAAAICRAEAOw==)
- [[ session.user.profile.displayName ]]
- [[ session.user.profile.jobTitle ]]
- [[ session.user.profile.companyName ]]
- [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
-
- [[ card.displayName ]]
- [[ card.jobTitle ]]
- [[ card.companyName ]]
- [[ userProfileTemplateHelper.getLocation(card) ]]
- Channel
- Channel profile
-
Schroder European Real Estate Investment Trust - Annual Results Dec 9 2020 9:30 am UTC 75 mins
Jeff O'Dwyer and Andrew MacDonaldJoin portfolio manager, Jeff O'Dwyer and Head of Real Estate Finance, Andrew MacDonald as they present the annual results of the Schroder European Real Estate Investment Trust. -
Rethink, Recover, Rebuild Dec 2 2020 1:30 pm UTC 90 mins
Join BNY Mellon Investment Management, J O Hambro Capital Management and SchrodersJoin BNY Mellon Investment Management, J O Hambro Capital Management and Schroders on Wednesday 2 December at 1.30pm for a moderated virtual event where they Rethink, Recover, and Rebuild: focusing on the future; assessing the prospects for key asset classes; and exploring the themes, challenges, and long-term opportunities that lie ahead in 2021.
Rachael Reutter, co-manager of the JO Hambro UK Opportunities Fund, will assess the events of 2020 and explore the implications and outlook for her asset class. Andrew Warwick, portfolio manager on the BNY Mellon Real Return Fund, will share his team’s perspectives on recent challenges and future prospects for their multi-asset strategy. Jonathan Golan, manager of Schroders Sterling Corporate Bond Fund and Schroders Strategic Bond Fund, will explore the opportunities that lie ahead for fixed income in 2021.
We hope you can join us. -
Schroder Japan Growth Fund Plc Recorded: Nov 23 2020 42 mins
Masaki TaketsumePlease join fund manager Masaki Taketsume as he presents an annual review of the Company. -
Multi-Manager Team: Market Update Recorded: Nov 18 2020 60 mins
Robin McDonald and Joe TennantRobin McDonald and Joe Tennant from the Multi-Manager Team will be presenting a market update and also talking through recent performance and allocations within the Multi-Manager Fund Range -
Schroder Real Estate Investment Trust Interim Results Recorded: Nov 17 2020 54 mins
Duncan Owen and Nick MontgomeryPlease join portfolio managers Duncan Owen and Nick Montgomery as they present the interim results of the Schroder Real Estate Investment Trust. -
Solving the Income Dilemma Recorded: Nov 11 2020 35 mins
Rupert RuckerRupert Rucker is presenting on ‘Solving an Income Dilemma’ and will be giving an update on the Schroders Maximiser Fund Range and also the Schroder Monthly Income Fund. -
Schroder British Opportunities Trust Recorded: Nov 6 2020 55 mins
Tim Creed and Rory BatemanJoin Tim Creed and Rory Bateman as they discuss the upcoming Schroder British Opportunities Trust. The presentation will be followed by a live Q&A session. -
The death of passive: The post-Covid world spurs a golden era for bond pickers Recorded: Nov 5 2020 45 mins
Jonathan Golan, Fund ManagerAs yields in corporate bonds across the world collapsed to an all-time low from their pandemic highs, expected returns for the passive investor look abysmal from here. The good news is that low average market yields mask a huge disparity between bonds, presenting a golden opportunity for bottom up stock pickers to lock-in high yields in sound companies. Join Jonathan Golan to hear about where we find value in credit markets.
Please join Fund Manager of the Schroder Sterling Corporate Bond Fund, Jonathan Golan for this live webconference and Q&A. -
We’re on a road to Normal with UK Mid Cap Recorded: Oct 14 2020 55 mins
Jean Roche, co-fund manager, Schroder UK Mid Cap Fund plcIf you’ve spent the last few months adopting a pet, discovering Fortnite, day trading on the stock market or refurbishing your home, you’ve been part of the UK’s growing homebody economy, but global investors continue to shun UK equities. With the Chancellor’s Winter Economic Plan and the new Jobs Support Scheme, many non-viable companies will not survive the coming months.
Join Jean Roche, co-manager of Schroder UK Mid Cap Fund Plc, to hear how we are actively positioning our portfolio based on the sustainability of holdings, including top line growth, cash flow and business practices. The storm is far from over, but we see companies out there that are resilient, resourceful and creative enough to survive it. -
In it to Win it: don’t miss out on the UK income and growth bounce back Recorded: Sep 29 2020 39 mins
Sue NoffkeDuring our previous UK Income Growth and Alpha Income web conference in April, the timing and shape of the UK recovery was unclear, but we still anticipated valuation opportunities and a dividend yield of c3.5% in spite of cuts, deferrals and cancellations. After 6.6% (ONS) GDP growth in July, some might say that recovery is still under pressure with an end to the furlough scheme, tax rises and local pandemic restrictions imminent. That does not mean there is nowhere to find opportunity in the UK market.
Join Sue Noffke to hear how she aims to generate income over the next 12 months through exposure to market-leading, cash generative and well-managed businesses in the UK that have seen the income bounce back. -
Stock Picking: the relative value of Japan Recorded: Sep 23 2020 40 mins
Masaki Taketsume, fund managerJapan continues to weather Covid-19 better than many developed economies, with less severe restrictions on mobility, a shallower economic downturn and a far smaller increase in unemployment. The stock market has not fully reflected this as investors remain more concerned about geopolitics and global trade issues.
Join Masaki Taketsume to hear about improving corporate governance, productivity gains and strong balance sheets, as he positions the Japan Growth and Tokyo Funds for the future market environment, emphasising high active share, a focus on sustainable earnings and high conviction positions.
This is a webinar for private investors. -
Stock Picking: the relative value of Japan Recorded: Sep 22 2020 45 mins
Masaki Taketsume, Fund ManagerJapan continues to weather Covid-19 better than many developed economies, with less severe restrictions on mobility, a shallower economic downturn and a far smaller increase in unemployment. The stock market has not fully reflected this as investors remain more concerned about geopolitics and global trade issues.
Join Masaki Taketsume to hear about improving corporate governance, productivity gains and strong balance sheets, as he positions the Japan Growth and Tokyo Funds for the future market environment, emphasising high active share, a focus on sustainable earnings and high conviction positions. -
Multi Manager Forum 2020 Recorded: Sep 9 2020 77 mins
BMO GAM, Fidelity International, Jupiter and SchrodersJoin BMO GAM, Fidelity International, Jupiter and Schroders for the first virtual Multi-Manager Forum on
9 September 2020 at 2pm.
With the ongoing Covid-19 pandemic, we acknowledge you may have questions about the economic impact of the virus and how this may affect markets and your clients' investments in the second half of the year. This forum will give you the chance to hear the latest thought-provoking insights from presenters covering the increased relevance of a multi-manager strategy in today's world.
This event will count towards your CPD. -
WFH: The changing shape of the office sector Recorded: Sep 2 2020 64 mins
Duncan Owen, Mark Calendar, Nick Montgomery, and Jeff O'DwyerSome real estate investors believe the successful working from home experiment during this crisis will lead to a long-term decline in demand for offices. We think this is premature.
Join Duncan Owen, Mark Callender, Nick Montgomery, and Jeff O'Dwyer of the Schroders Real Estate team at 9:00 am on 2 September 2020 for a presentation on how Covid 19 has changed the shape of the office sector and city centres, and what it means for real estate investors in the future. They will discuss office areas in different cities and how they have functioned during the pandemic.
A presentation from Mark Callender, Head of Real Estate Research, will be followed by a live Q&A with the wider team. -
Ground Rents Income Fund - Interim Results Recorded: Jul 7 2020 36 mins
James AgarThe Schroder Ground Rents Income Fund (GRIO) looks to deliver long-term performance and predictable income streams by investing in long-dated residential ground rents, which have historically had little correlation to traditional property asset classes.
Please join portfolio manager James Agar as he presents the Company’s interim results at 9 am, 7 July 2020. -
Ignore UK Credit at your peril: Sterling Corporate Bonds still have much to give Recorded: Jul 2 2020 41 mins
Jonathan Golan, Fund ManagerAs we progress into the Summer, the trade-offs between managing the Covid-19 crisis and getting UK plc back on its feet are under close scrutiny. Choosing those companies with the confidence and the balance sheets to re-build over the coming months has never been more important. Join Jonathan Golan, Fund Manager, to hear his views on the income and capital growth opportunities presented by the Sterling Corporate Bond market in investment grade and high yield credit. -
Down and Dirty on Stock Picking: Why Calling Time on Value might be Premature Recorded: Jul 1 2020 71 mins
Kevin Murphy and Nick KirrageAs debate around a post-Covid-19 world intensifies, Value investing remains on the investment ropes and many see no catalyst for change. But just as companies don’t operate in a vacuum, neither do we. Join Nick and Kevin on this web conference to discuss what we have been doing on your behalf, picking stocks and investing in those companies whose prospects look challenging but encouraging, before the market sees light at the end of their tunnel. -
Schroder European Real Estate Investment Trust - Interim Results Recorded: Jun 24 2020 40 mins
Jeff O'Dwyer and Andrew MacDonaldPlease join portfolio manager Jeff O'Dwyer and Head of Real Estate Finance, Andrew MacDonald as they present the Company’s interim results for the period ending 31 March 2020. -
The Investment Case for Healthcare in a post Covid-19 world Recorded: Jun 23 2020 44 mins
John Bowler, Fund ManagerAs analysis and concern for Covid-19’s societal, economic and market impact intensifies, the challenging economic growth environment and a rising healthcare spend appear to be inescapable investment truths for some time to come. Join John Bowler to discuss the important structural healthcare trends of demographics, efficiency and innovative technology, and why these themes represent an important, long term investment opportunity beyond Covid-19. -
Schroder Real Estate Investment Trust – Full Year Results Recorded: Jun 9 2020 46 mins
Duncan Owen and Nick MontgomeryJoin portfolio managers, Duncan Owen and Nick Montgomery, as they present the company’s full year results for the year ending 31 March 2020.
Live webinars for IFAs
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.
Successfully added emails: 0
Remove all
- Title: ESG Quarterly: Integration in Action
- Live at: Apr 25 2017 3:00 pm
- Presented by: Jessica Ground, Global Head of Stewardship, and James Gautrey, CFA, Global & International Equities
- From:
