Managing Client Portfolio's in the Face of Changing Regulation

As ESG performance has grown significantly in importance for companies and asset managers in recent years, it's time to look at the numbers.

Is ESG screening a worthwhile tool? In a word, yes!

High ESG focus contributes to risk mitigation and in this session, we will share with you our research which shows that this is also mirrored in strong operational and share price performance. We will also share how predictive attributes (e.g future earnings stability and share price volatility) suggest that ESG research belongs in company valuation.

This live session (with Q&A) will give you insight into why we believe that companies and investors simply cannot afford not to care.

Presented by;
Elias Porse, Head of Strategy and Quant, Nordea Markets
Hugo Fredriksson, Senior analyst, Nordea Markets

A few years ago "ESG” was just a page at the back of a presentation. Today it has achieved greater prominence with new initiatives such as impact investing and the United Nation’s Sustainable Development Goals. However, questions still remain about what ESG integration really means and whether the increasing use of frameworks and questionnaires is distracting from engagement.

This expert panel will look at what ESG integration means and at the practical implementation of ESG considerations within portfolios. They will discuss whether ESG can be implemented, at best, without negatively impacting returns or whether there is recent evidence that it can actually benefit both risk and return.

While impact investing dominates the headlines, most of the assets that firms manage on behalf of their clients integrate an assessment of ESG factors into their process but do not tilt towards sustainable investments. The panel will discuss this issue and the likely future trends in ESG investment including how ESG fits in with the Mega trends defined by the PRI or WEF.

Panellists

Justin Simler, Independent Industry Expert
Richard Lightbound, Managing Partner & CEO - EMEA, ROBO Global
Adrie Heinsbroek, Head of Responsible Investing, NN Investment Partners
Meryam Omi, Head of Sustainability & Responsible Investment Strategy, Legal & General Investment Management (LGIM)

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.

The debate surrounding the use of ESG tools and information is clearly favouring ESG as a tool for lower risk and enhancing return.

In the live webinar, we explain why companies and investors need to be thinking about ESG and intangibles to enable better performance and will take questions on ESG topics.

We review;

* the latest academic evidence on why ESG adds value
* the latest frontiers of ESG, use of SDGs (Sustainable Development Goals)
* debates on the imperfection of Sustainability Ratings and divestment campaigns
* stewardship codes and increasing regulatory interest in ESG

Many investors want to engage in impact investing and feel strongly about societal issues they want to try and solve. But most people don’t know where to start, what investment opportunities exist, and how to figure out what makes sense for them.

To help listeners cut through the hype, we will offer some ideas about what funds and products are available, how to access them, some of the possible pitfalls and how to find an impact investment strategy that works. We will focus the discussion on impact funds in the context of trends for the impact sector as a whole.

This webinar will cover:
- Why does anybody invest in impact?
- How to cut through the hype about impact investing? What can I actually do today that makes sense?
- What are HNWIs, Family Offices, and Institutions investing in (investment themes, solving problems, asset classes, alignment)?
- Why do people invest in impact funds? What are the trade-offs? What works and what doesn’t? What to look for in an Impact Fund?
- Lots of specific examples
- Q&A

You’ll hopefully leave this webinar with a clearer view on how you can invest to solve the world’s biggest problems.

All welcome to join.

In this session, Kennedy Tsang and Harry Yu, from SBI E2 Family Advisors and SBI China Capital, will walk you through:

- History of shrimp farming in the role of creating social and economic change;
- The “SEED” principle to sustainable win-win success
- Customisation of the model to enable social impact investment;
- Keys to success for shrimp farming social impact investing;

This session is specifically designed for HNW individuals, investment managers and funds that are interested in social impact investment.

In this interactive session Anirudh A Damani, Managing Partner, Artha Venture Fund I, will walk you through successful Investment Strategies & Asset Allocation.

What is the investment objective?
* Capital preservation
* Beating inflation
* Beating market returns

How (and why) investment objectives should drive allocation of assets?

How we structured our family office
* What were our objectives
* What inspired our asset allocation
* The results
* What we have learnt
* Where are we headed now

There will also a live Q&A round!

About Mr. Anirudh Damani

Anirudh Damani is the Managing Partner of an early stage Investment Fund, Artha Venture Fund, based in India. He is a 4th generation entrepreneur who has invested in over 57 startups, participating in 100+ funding rounds of companies like Oyo Rooms, Exotel, CoutLoot, Tala and NowFloats. He graduated with a Double Major in Business Administration & Economics from Austin College, Texas.

Raméz A. Baassiri, a entrepreneur in multigenerational family business and author of the Amazon best seller book, and Forbes book Interrupted Entrepreneurship: - Embracing Change in Family Business.

This book talks about the need for a family investment fund in order to face, handle and manage interruptions in family business.

In this discussion we talk about:

What separates an investment fund from a Family Investment Fund
How his Investment Fund is structured
What areas of industry the business operates in
Whether multiple investment Funds are a good idea or not

Plus much more!

Enjoy.

People with savings want to earn a decent return without running too much risk. Some have saved out of their earnings, some have built up capital in a business which they sell, some have inherited some money. None of them want to throw it away. In an era of ultra-low interest rates just putting it in a bank means the value of your capital goes down each year, as prices are rising faster than the return on a deposit. That’s why many conclude they do need to take some more risk, to own some shares and bonds that offer a higher income but can also go down in value.

Investment managers need to maximise return for a given level of risk, and need to construct portfolios so not everything goes down at the same time if things do go wrong. This talk will examine how you spread your risks, and argues that over the longer term buying a portfolio of shares usually delivers a return above inflation, with a rising income from increasing dividends. Managers also are able to choose from a range of different countries with different currencies for their shares, and to look at the opportunities in commercial property as well. That can help find the right mix of return and risks.

ITC Secure will present a real-world, anonymised case study of a cyber attack on a private client. The study will describe what happened, how it felt, and the resulting impact on the victim.

Following the study, ITC will outline how the attack succeeded, and the steps that would have prevented it.


Attendees will learn:
- The value that private clients have to cyber attackers.
- Why private clients remain largely unprotected and vulnerable to attack.
- How to begin advising their clients to be more secure.

This session will cover investment strategies for private and family LPs to invest Chinese tech ventures through funds and structures:

* Access the top VC funds which are typically institution-only and large ticket size

* Leverage private secondaries to gain liquidity

* Use fund structures to invest with a defensive core of 4-5x multiples return

* Get co-investment terms to tap direct ‘Unicorn’ deals for high multiples

* Achieve all of the above in the most ‘fees-efficient’ ways

This session is designed to appeal to ‘non-institution’ family investors and individuals interested in the Chinese tech venture space, or people who are aspired to learn more about the Chinese tech venture market, and strategic investment structures in general.

Pension freedoms have had a fundamental impact on advisers, their clients and also the beneficiaries of clients. However, there has also been an impact on their professional connections especially solicitors’ who are involved in estate planning and divorce.

This seminar will briefly mention the law and some of the areas which are causing problems for advisers but it will also consider where advisers can add value to their professional connections by explaining areas where pensions legislation may interact with other areas of the law.

The session will focus on four main areas:
- Pensions and divorce and the impact of pension freedoms
- Death benefits and the unintended consequences
- When it might be useful to use a trust for pension death benefits and problems with the blended family
- Estate planning and pensions