The presentation will cover:
- Europe: between very good news (QE) and bad news (Greece)
- Europe: a weak euro + weak oil prices + very low interest rates + ECB QE = good surprise on growth before year end?
- US: the Fed behaviour; Fed funds rate hike and USD strength
- US: good macro-economic data vs deflation fears
- US: international flows + BoJ QE and ECB QE + fight to quality = flattening of the US Treasury yield curve and 10- 30 yr rally despite macro and Fed
RecordedMar 11 201540 mins
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What are the leading indices saying about the future of Emerging Markets & what new indices are being tracked? And, what are they revealing? Leading experts will answer these questions and more, leaving viewers with clarity on what indicators to look at, and what can be ignored.
High levels of growth also mean high levels of Risk. How can you manage your investments to ensure success when looking at the newest emerging economies? And, what strategies can you employ to ensure you are filtering the signal from the noise? These questions and more will be answered by leading experts to give you confidence in your emerging market risk management strategy.
Oren Kaplan, Tony Yousefian, Bella Caridade-Ferreira
SharingAlpha Co-Founder Oren Kaplan sits down with thought leaders of the fund selection industry to discuss:
- The status quo of the industry that needs to change
- Do quantitative ratings add value?
- How to become a fund selector?
- What is the value of a track record
- Why we aren't seeing too many female fund selectors?
As Sustainable Investing, ESG, SRI & Impact Investing become increasingly popular with more Share of Portfolio than ever, consistent measurement is critical to understand the progress that has been made. Join this panel of experts who discuss whether how investors can find a standardised method of gauging the true level of sustainability their investments have.
As institutional investors begin requiring companies to disclose their sustainability metrics, the public is also voting with their wallets for companies to consider the environmental & social impact of their products & services. Being bottom-up and top-down at the same time, sustainable developments are taking shape in urban design, agriculture, municipal infrastructure, fashion, sports, fashion, tourism and more. Join this panel to hear about what is happening in all corners of the world of ESG, SRI & Impact Investing.
“Doing well by doing good” is catchy, but is was often seen as a nice to have rather than a requirement. Sustainable Investing was a popular thing to say your firm does, but it was often seen as a “side dish” to real investments. This perception is changing, yet there is still work to be done. This panel will being to gather experts who will share how companies have created returns by investing in projects that are not just driven by quarterly earnings, but by long-term metrics.
Amy Larkin has been researching the relationship between business & the environmental for years, and has found a critical aspect missing from reporting calls: the effect of the environment on business. This presentation will talk about how we can harmonise the rules of business with the laws of nature, and explore how financial statements take into consideration the impact of environmental factors on a company's profit?
Will Martindale, Head of Policy, Principles for Responsible Investment (PRI)
Investment consultants advise on the investment practices of trillions of dollars worldwide. They are a recognised source of authority and knowledge. However, most consultants and their asset owner clients are failing to consider environmental, social and governance (ESG) issues in investment practice – despite a growing evidence base that demonstrates the financial materiality of ESG issues to portfolio value.
There currently seems little commercial imperative for investment consultants to extend the coverage of ESG integrated services among their clients. Nor do we see pension schemes demanding ESG integrated services from their consultants. In too many cases, consultants and their clients simply don’t talk about ESG issues.
In this session, we will discuss the barriers and solutions with a view to maximising the global SRI opportunity.
Erik Breen, Director of SRI, Triodos Investment Management
Since the adoption of the UN Sustainable Development Goals, socially responsible and impact investing have taken center stage, but what is the next step towards critical mass?
How can fund managers go beyond measuring impact, and fully harness the power of finance to accelerate the sustainable transition?
Erik Breen, Director of Triodos Investment Management’s Socially Responsible Investment platform discusses the practical steps fund managers should take to invest for a sustainable transition.
Emily Steinbarth, Quantitative Research Analyst, Russell Invesments
In this webinar, we will introduce metrics to evaluate how an equity portfolio is positioned for some of the biggest sustainability issues facing investors today including the energy transition, ESG opportunities, and financially material ESG issues. We will also describe techniques for incorporating these themes into the portfolio.
Guido Giese will explore the results of a recent MSCI study that found a statistically significant causal link between ESG and performance. The research, which examined 10 years of live ESG Ratings data of over 1,600 stocks, found that ESG affected the valuation and performance of companies both through their systematic risk profile (lower costs of capital and higher valuations) and their idiosyncratic risk profile (higher profitability and lower exposures to tail risk), and that changes in a company's ESG characteristics (ESG momentum) may be a useful financial indicator in its own right.
Bruno Bastit, Corporate Governance & Sustainable Investment Specialist
The world's largest financial institutions employ
responsible ownership strategies that typically involve fund managers engaging with companies (including voting shares) to encourage better management of environmental, social and governance issues. This presentation will cover how companies can be better stewards.
Emmanuelle Choukroun, Head of Business Development, Pension Funds & Sovereigns, Societe Generale Securities Services (SGSS)
Greater shareholder participation in general meetings is key in order to have an influence on externalities such as the fight against climate change, pollution, social issues and governance.
The European regulator observes that there is still a lot to do to improve the quality of decisions taken at general meetings including:
*Greater implication of institutional investors
*Greater transparency of proxy voting agencies
*Better identification of shareholders by securities services
*Generalization of the “say on pay” for issuers
In this webinar, we will discuss what new obligations there are and how they push for better governance.
The FCA and PRA and confirmed that they will be extending SMCR from the current scope, which is limited to just deposit taking entities, to the remainder of the financial services industry. The extension of the regime will go live in 2018 for insurers and 2019 for all other firms.
BCS Consulting have supported many banks through their implementation from which they have learnt key lessons about the challenges, unintended regulatory consequences and most effective solutions.
BCS will share their lessons learnt and explain how they have designed highly effective SMCR solutions to save firms significant time and money, ensuring they achieve and maintain compliance with the rules.
Emerging Markets are classified into dozens of different categories. We have MINTs, MISTs, the Next 11, the Fragile Five, EAGLES, PIGS, CIVETS - but what do they have in common? What markets are emerging, and which have moved on? And how can you identify which to focus on? This Summit will focus on the classifications that exist, why they are the way they are, which countries & markets have 'graduated', and where the newest - and most overlooked - opportunities.
Magdalena Polan, Global EM Economist, Legal & General Investment Management
Adrian Lowcock, Investment Director, Architas
What developments can investors expect to see in 2018? What geopolitical, social & environmental challenges may emerge that will effect investments - and what "known unknowns" are expected to arise? These questions and more will be considered by leading experts to leave viewers with clarity in the future of emerging markets.
Ewan Thompson, Head of Emerging Markets, Kunal Desai, Head of Indian Equities & Tom Smith, Head of Latin American Equities
The Neptune Emerging Markets Team will discuss the fundamentals underpinning emerging market strength and expand on the key markets where they are investing, including Russia, China, India and Latin America.
Join an online community of financial advisers, featuring presentations from a wide variety of industry experts, the events are divided into four themes – Investment & Economics, Tax & Pensions, Better Business and Client Acquisition & Retention.
This channel sits at the heart of the financial adviser community and hosting video and webinar content, providing tools for users to comment and run regular online surveys with a view to keeping the content relevant and timely.