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DWS ESG TALKS

How best to assess asset managers’ ESG credentials
Please join us every week for our DWS ESG TALKS webinar series where Michael Lewis, Head of ESG Thematic Research, will be discussing the current issues impacting ESG. He will be joined by DWS ESG experts externally and from across the DWS platform incorporating all asset classes and business lines.

In this week’s call, Michael will be joined by Wan Huang, Investment Specialist at DWS. Together, they will discuss their new research paper “How best to assess asset managers’ credentials when it comes to ESG”. They will identify the typical metrics used by asset managers to showcase their ESG capabilities. The authors will reveal how best to interpret ESG KPIs since many can are manipulated and how, with improved reporting frameworks and enhanced external scrutiny, less greenwashing and more transparency should emerge.

Agenda:
_ ESG KPIs and their pitfalls
_Simplifying the myriad of ESG reporting frameworks
_How best to measure ESG progress


Speakers:
_ Michael Lewis, Head of ESG Thematic Research, DWS
_Wan Huang, Investment Specialist, DWS
Recorded Jul 16 2020 33 mins
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Presented by
Michael Lewis, Head of ESG Thematic Research & Wan Huang, Investment Specialist
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DWS

  • DWS Trend Talks: Perspectivas de Mercado (Marzo) Mar 11 2021 10:00 am UTC 60 mins
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    Regístrate a una nueva sesión en castellano de DWS Trend Talks sobre Perspectivas de Mercado con Mariano Arenillas, Head of DWS Iberia.
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  • DWS Talks: Infrastructure Strategic Outlook 2021 Feb 5 2021 9:00 am UTC 60 mins
    Gianluca Minella, Aizhan Meldebek
    Please join us for our latest infrastructure thematic series webinar where our infrastructure experts will provide an update of entry return expectations, discuss key investment opportunities, and long-term industry trends.

    In 2020:
    -Covid-19 pushed the global economy into a deep recession. Low growth, higher leverage and near-zero interest rates may shape the investment environment well beyond 2021.
    -Nevertheless, despite Covid-19, we expect 2020 to be a record year for infrastructure fundraising with over USD 100 billion* capital expected to be raised globally.
    -Fundraising was supported by the increased interest of investors in the 2020/2021 fund vintage, based on expectations for better entry prices and higher potential for long-term returns.

    In Europe:
    -We witnessed an adjustment in average entry valuations compared with 2019, particularly in the core plus market segment, while prices in the core segment seem to have already exceeded 2019 levels, on the back of lower government bond yields.

    In our view:
    -The pandemic is acting as a catalyst for some megatrends, particularly digitalization and energy transition, but also across renewables, energy efficiency and transport decarbonization.
    -These trends may offer fertile ground for infrastructure platform strategies, particularly if supported by regulation such as the European push for energy transition.

    Agenda:

    The webinar will run for 45 minutes followed by a 15 minute Q&A session. Please register below, we look forward to your attendance.

    -Welcome and opening remarks
    Michael Straka, Global Head of Infrastructure Sales, Private & Real Assets

    -Infrastructure Market Outlook
    Gianluca Minella, Head of Infrastructure Research
    Aizhan Meldebek, Infrastructure Research

    -Q&A
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  • DWS Talks: Infrastructure Strategic Outlook 2021 Feb 4 2021 9:00 am UTC 60 mins
    Gianluca Minella, Aizhan Meldebek
    Please join us for our latest infrastructure thematic series webinar where our infrastructure experts will provide an update of entry return expectations, discuss key investment opportunities, and long-term industry trends.

    In 2020:
    -Covid-19 pushed the global economy into a deep recession. Low growth, higher leverage and near-zero interest rates may shape the investment environment well beyond 2021.
    -Nevertheless, despite Covid-19, we expect 2020 to be a record year for infrastructure fundraising with over USD 100 billion* capital expected to be raised globally.
    -Fundraising was supported by the increased interest of investors in the 2020/2021 fund vintage, based on expectations for better entry prices and higher potential for long-term returns.

    In Europe:
    -We witnessed an adjustment in average entry valuations compared with 2019, particularly in the core plus market segment, while prices in the core segment seem to have already exceeded 2019 levels, on the back of lower government bond yields.

    In our view:
    -The pandemic is acting as a catalyst for some megatrends, particularly digitalization and energy transition, but also across renewables, energy efficiency and transport decarbonization.
    -These trends may offer fertile ground for infrastructure platform strategies, particularly if supported by regulation such as the European push for energy transition.

    Agenda:

    The webinar will run for 45 minutes followed by a 15 minute Q&A session. Please register below, we look forward to your attendance.

    -Welcome and opening remarks
    Michael Straka, Global Head of Infrastructure Sales, Private & Real Assets

    -Infrastructure Market Outlook
    Gianluca Minella, Head of Infrastructure Research
    Aizhan Meldebek, Infrastructure Research

    -Q&A
    -Closing remarks
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  • DWS ESG Talks: IIGCC & ESG INTEGRATION IN STRATEGIC ASSET ALLOCATION Jan 28 2021 8:30 am UTC 60 mins
    Michael Lewis, Gunnar Friede, Guido Lombardi, Daisy Streatfield
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    On Thursday 28 January at 8:30 am GMT, Michael will be joined by Daisy Streatfeild, Programme Director at the Institutional Investors Group on Climate Change (IIGCC), alongside Gunnar Friede, Head of ESG, Multi-Asset & Solutions and Guido Lombardi, Head of Research/Fund Selection from DWS. Together they will discuss the work of IIGCC and its members in defining the Net Zero Investment Framework as well as the findings of a newly published paper by DWS on ESG in Strategic Asset Allocation

    Agenda:
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    - A holistic framework for Integration of ESG into Strategic Asset Allocation
    - How ESG Integration in Asset Allocation can be best achieved and the way ahead

    Speakers:
    _ Daisy Streatfeild, Programme Director, IIGCC
    _ Gunnar Friede, Head of ESG, Multi-Asset & Solutions, DWS
    _ Guido Lombardi, Head of Research, Multi-Asset, DWS
    _ Michael Lewis, Head of ESG Thematic Research, DWS
  • DWS Trend Talks: The evolution of Infrastructure into the Next Generation Jan 27 2021 4:00 pm UTC 75 mins
    Manoj Patel, Frank Greywitt, Jana Rietow,Juan Jose Gaitan, Rafael Aldama
    As we are getting closer to the first full year of the pandemic, we would like to focus in detail in infrastructure, a sector that not only has proven resilient during this period but has even seen an acceleration in its underlying trends, bringing forward the digitalization process announced for years.

    For this purpose, our experts would like to share with you our opinion on which investment strategies will have most potential in infrastructure in the near future, updating you on the current macro trends and especially focusing on Next Gen Infrastructure.

    Besides, we will have the honor of hosting a representative of CELLNEX, who will share their insider’s perspective about the future in Infrastructure.

    We will be happy to take questions and comments at the end of the call.


    Agenda:

    Welcome and opening remarks
    Rafael Aldama, DWS Iberia Senior Sales

    Macro review in Infrastructure
    Manoj Patel, CFA, DWS Co-Head of Infrastructure Securities and Co-Lead Portfolio
    Frank Greywitt, DWS Co-Head of Infrastructure Securities and Co-Lead Portfolio
    Jana Rietow, DWS Investment Specialist Liquid Real Assets

    Case study in Infrastructure: Cellnex & Telecommunications
    Juan Jose Gaitan, Director of Investor Relations at Cellnex Telecom

    Q&A/Closure
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    Lukas Ahnert
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    Speaker:
    _ Zohaib Saeed – Passive Product Specialist, DWS
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  • ESG Outperformance: Not about one factor. Recorded: Jan 26 2021 47 mins
    Lukas Ahnert
    We are delighted to invite you to our latest Xtrackers webinar “ESG outperformance: Not about one factor” where we will review the cause and effects of the active share in ESG indices.
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    _ Zohaib Saeed / Passive Product Specialist
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  • DWS Trend Talks: Perspectivas de Mercado (Enero) Recorded: Jan 20 2021 57 mins
    Mariano Arenillas, Head of DWS Iberia
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  • DWS Trend Talks: Perspectivas de Mercado (Diciembre) Recorded: Dec 16 2020 60 mins
    Mariano Arenillas, Head of DWS Iberia
    Regístrate a una nueva sesión en castellano de DWS Trend Talks sobre Perspectivas de Mercado con Mariano Arenillas, Head of DWS Iberia.
  • DWS ESG TALKS: The rise of stakeholder capitalism Recorded: Nov 26 2020 45 mins
    Michael Lewis, Murray Birt & Gunnar Friede
    Please join DWS’s ESG TALKS webinar series where Michael Lewis, Head of ESG Thematic Research and Murray Birt, Senior ESG Strategist, discuss current issues impacting responsible and sustainable investing. They will be joined by ESG experts externally and from across the DWS platform incorporating all asset classes and business lines.

    On Thursday 26 November at 9:30 am GMT, Michael and Murray will be joined by Gunnar Friede, Head of ESG, Multi-Asset & Solutions. Together they will discuss the rise of stakeholder capitalism and why Milton Friedman got it wrong half a century ago. Shareholder first’ was not always the dominant framing of business purpose. We put this into a historical perspective and build on its evolution with empirical evidence.

    Agenda:
    _ The history of the shareholder versus stakeholder debate
    _ How investor and corporate perception and behaviours are changing
    _Towards a new framing of business purpose

    Speakers:
    _ Gunnar Friede, Head of ESG, Multi-Asset & Solutions
    _ Michael Lewis, Head of ESG Thematic Research
    _ Murray Birt, Senior ESG Strategist
  • DWS Trend Talks: Perspectivas de Mercado (Noviembre) Recorded: Nov 12 2020 56 mins
    Mariano Arenillas, Head of DWS Iberia
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  • DWS Trend Talks: Fixed Income Opportunities Recorded: Nov 11 2020 60 mins
    Oliver Eichmann, Markus Wiedemann and Oliver Albrecht, from DWS Fixed Income team
    Looking ahead while watching the step

    Fixed Income markets have delivered a strong and continuous rally since the March turbulence that impacted all bond segments but most severe in credit and emerging markets. Consequently, yields of high-grade government and covered bonds have declined to all-time lows and credit spreads have almost reached pre-Covid-19 levels.There are many bonds across the various sub-segments of credit markets that are still trading at elevated spread levels by margin.The key question is which fixed income opportunities are suitable for the current market environment as we are approaching the end of the year?

    In this context, we will highlight the fixed income funds:

    _DWS Eurozone Bonds Flexible
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    The lead portfolio management team of Oliver Eichmann (Head of Rates EMEA) and Markus Wiedemann (Co-Head of Credit EMEA) will join this webinar to discuss the fixed income opportunities and their outlook and provide an insightful view into the positioning and allocation shifts of DWS Eurozone Bonds Flexible.
  • How to make our cities green and smart for real Recorded: Oct 28 2020 133 mins
    Hosted by The European Energy Efficiency Fund (eeef)
    The European Energy Efficiency Fund is glad to invite you to its first webinar on technical assistance programmes and how these instruments enable sustainable energy investments.

    Agenda:
    Ralf Goldmann – European Investment Bank, Head of the Energy Efficiency Division
    Margot Pinault – European Commission, Policy officer at the General Directorate for Energy
    Karin Rosales – European Energy Efficiency Fund, eeef Technical Assistance
    Michele Caccamo – Italian Ministry of Defense, Head of Energy&Public Buildings Task Force
    Daniela Bachner – European Commission, EASME Project Advisor
    Bjoern Zapfel – European Commission, EASME Senior Project Advisor
    Louise White – European Investment Bank, ELENA
    Irena Pavliha – Goriška Lokalna Energetska Agencija, Project Manager PM4PM
    Paola Rusconi – DWS, eeef Investment Manager
  • DWS Trend Talks: Climate Tech & SDG Recorded: Oct 20 2020 60 mins
    .
    How will companies that are trying to mitigate climate change, benefit from the European Union's reconstruction plans? Will SDG-focused strategies be the main vehicle for Impact investing in the coming years?

    We invite you to our DWS Trend Talks webinar on Investing in ESG, where we will present two investment opportunities that will be in the focus of investors in the coming years:

    _The adaptation and mitigation of climate change.
    _Impact investing through the Sustainable Development Goals.


    Agenda:

    DWS Invest ESG Climate Tech
    Tim Bachmann, Lead Portfolio Manager of DWS Invest ESG Invest Climate Tech.
    Martin Caspary, Senior Thematic Investment Specialist

    DWS Invest SDG Global Equities
    Paul Buchwitz, Lead Portfolio Manager of DWS Invest SDG Global Equities
    Theresa Böttger, Investment Specialist Active Equity & Sustainability
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  • DWS ESG Talks: Building retrofits, COP26 and the UK Green Finance Institute Recorded: Sep 30 2020 36 mins
    Michael Lewis, Murray Birt, Rhian-Mari Thomas, Emma Harvey
    Please join DWS ESG TALKS webinar series where Michael Lewis, Head of ESG Thematic Research, and Murray Birt, Senior ESG Strategist, will discuss current issues impacting responsible and sustainable investing.

    In this week’s call, Michael Lewis and Murray Birt will be joined by special guests from the Green Finance Institute: Chief Executive Rhian-Mari Thomas and Programme Director Emma Harvey. The discussion will focus on the growing recognition that energy efficiency in the built environment is critical for achieving net-zero by 2050, the practical solutions the UK-backed Green Finance Institute is delivering to stimulate investment, and how the ‘Road to COP26’ presents an opportunity to encourage cross-sector, international collaboration and mobilise global capital towards a green economic recovery.

    Agenda:
    - The Green Finance Institute’s Coalition for the Energy Efficiency of Buildings
    - Practical finance and investment opportunities in the net-zero built environment
    - Paving the road to COP26
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    Mariano Arenillas, Head of DWS Iberia
    Regístrate a una nueva sesión en castellano de DWS Trend Talks sobre Perspectivas de Mercado con Mariano Arenillas, Head of DWS Iberia.
  • DWS Long View - The ongoing crisis and our long-term return expectations Recorded: Sep 9 2020 49 mins
    Francesco Curto, Hartwig Kos, Dirk Schlueter, Toby Dudley-Smith
    During this talk, we will discuss our latest research assessing the impact of the COVID-19 pandemic on long-term expected returns across asset classes.

    Back in April, we defined three scenarios based on assumptions of differing severity of the economic crisis caused by the pandemic: status-quo, 2009-repeat, and three-sigma. These are based on a bottom-up approach (rather than top-down), first analysing how fundamentals may have been impacted by the crisis, and how that flows through to expected returns. Over the past quarter, it has become clear that while the COVID-19 crisis is a three-sigma type event from an economic perspective, the impact on fundamentals for listed equities and corporate credit is likely to be comparable to those witnessed in 2009 (due to a combination of prompt actions from governments and central banks, better capitalisation in certain sectors, and a higher level of ‘sponginess’ by listed companies). Therefore the assumptions in 2009-repeat scenario are our base case.

    At an aggregate level, this leaves the long-term expected rate of return on a diversified portfolio of assets relatively low, but some attractive opportunities exist within equities and amongst alternative asset classes. This outlook is consistent with a ‘square root’ shaped economic recovery. However, a ‘W’ or ‘U’ shaped economic recovery would put further pressure on expected returns, especially in equities, liquid alternatives and credit.
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  • Title: DWS ESG TALKS
  • Live at: Jul 16 2020 7:30 am
  • Presented by: Michael Lewis, Head of ESG Thematic Research & Wan Huang, Investment Specialist
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