Erik Rubingh, Managing Director, Head of Factor Investments & Chris Childs, Director, Factor Investments
As the F&C Global Equity Market Neutral Fund passes its third anniversary, Erik and Chris will review the performance of the fund, not just in terms of absolute performance, but also as a component of a multi-asset portfolio. They will also discuss the outlook for a factor based approach to investing.
Paul Niven, lead fund manager of the BMO Universal MAP range, will discuss a new offering that gives you an active choice in passive dominated areas such as DB transfers and auto enrolment.
Join us for this presentation to learn:
-How BMO deliver a truly active proposition at a passive price point
-Insights into the current investment landscape – risks and opportunities
-Application ideas of where the Universal range can add value to your clients
Capital is at risk and investors may not get back the original amount invested.
Morgane Delledonne reviews the current market conditions and the ETF strategies that can be employed to improve portfolio outcomes, including; managing duration in a rising interest rate environment, achieving superior yields through quality screening and harvesting high option premiums, whilst dampening portfolio volatility.
Join, Rob Burdett, Co-Head of the BMO Multi-Manager team, and Kelly Prior, Investment Manager, as they review the first quarter of the year and look ahead to Q2. In addition to the usual updates, the team will discuss the outlook for income investing in 2018.
Nick Henderson, Portfolio Manager, Responsible Global Equities
Gone are the days of simplistic negative screens for ethical investing, as new investor demographics demand a greater scrutiny on the role companies play in society and how this can drive enhanced returns. Nick will explore how the Responsible Global Equity strategy fully incorporates Environmental, Social and Governance (ESG) risks and opportunities all the way through the investment process.
Paul Simons, Head of Portfolio Management, Pyrford International
Asia-Pacific forms a key region for the Pyrford Global Total Return strategy. In this update, Paul Simons provides a summary overview of the region, why Pyrford are positive about its prospects and some examples of opportunities in which they are investing.
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.