Anthony Willis, Investment Manager and Scott Spencer, Investment Manager
After reflecting on 2017 we’ll cast our eyes towards 2018, exploring some of the likely themes for economies and markets, highlighting how our portfolios are positioned and explaining why we think 2018 could be a great year for active managers.
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.
Marcus Phayre-Mudge, Head of Property Equities Team
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.
Terry Wood, Head of ETF Portfolio Management (EMEA) & Chris McHaney, Vice President, Portfolio Manager
Chris McHaney introduces our new ETF strategy through the lens of a Canadian portfolio manager. Terry Wood will then discuss the launch of our new BMO Enhanced Income Equity ETFs and how they maximise yield and reduce volatility.
Jamie Jenkins, Head of Responsible Global Equities
For nearly 20 years our Responsible Global Equity Strategy has been centred on sustainable companies that are proactively and effectively managing their environmental, social and governance (ESG) opportunities and risks. Jamie Jenkins discusses our philosophy and his experience in deploying an active ESG approach that we believe can deliver improved risk-adjusted returns for investors.
Join Rob Burdett as he discusses 10 eventful years for the F&C MM Lifestyle Funds – the industry’s first risk-targeted funds. It’s been a decade in which the credit crunch, a global economic downturn and a European debt crisis were just three of the key events impacting on markets. 10 years in which the funds delivered attractive investment returns and crucially, did so within defined risk parameters. And a decade in which they’ve provided a robust and reliable tool for your advice process in an increasingly stringent regulatory regime. He will also review the first quarter and the team's current outlook.