[Panel] Multi-Asset Strategies: Diversifying for Uncertainty

In the light of increasing demands following the continuous implementation of the EU Action Plan on Sustainable Finance, many investors are still struggling to understand and determine how and to what extent they have to act and respond to the evolving requirements.

To get clarity and also to inform about the most recent developments in the context of the EU’s Sustainable Finance activities, ISS ESG would like to invite you to an informative one-hour webinar that addresses the current state of play and discusses items such as the regulation on disclosure and benchmarks, the classification of “green” activities, sustainability preferences and more.

AGENDA

Welcome and speaker introduction
EU Regulation – update and background on the EU Action Plan on Financing Sustainable Growth
Our answer to your EU requirements – introduction to ISS ESG´s solution portfolio
Questions & Answers
SPEAKERS

Moderator: Jaspreet Duhra, Global ESG Sales Specialist at ISS ESG
Lydia Sandner, Senior Associate Regulatory Affairs at ISS ESG

Waverton Hold

2018 Has thus far been a year of volatility, so knowing how to maintain a targeted level of absolute returns is challenging.

In this Webinar, leading experts will discuss which asset classes are attractive, what role alternative investment techniques lay in the management of multi-asset portfolios. Themes to be covered include;

* How & why multi-asset managers think the Q2 will play out
* How to identify where volatility will come from
* Macro movements (elections, trade wars, regulations etc) that will affect the market
* Market appetite and the impact of ETFs

Join this webinar to get a North American perspective on Multi-Asset investments and have your questions answered by our panel of industry experts.

Panellists;
Linda Zhang, PhD, CEO and Founder, Purview Investments
Stuart Peskin, Investment Director, Aberdeen Standard Investments

Moderated by;
Igor Tsukerman, President & Chief Investment Officer, Passed Pawn Advisors

During this interactive session our panel of experts will discuss;

- What methods and models are being used?
- What are the freshest un-correlated assets?
- Is there flexibility of use in Defined Benefit (DB) and Defined Contribution (DC) pension plans?

2018 Has thus far been a year of volatility, so knowing how to maintain a targeted level of absolute returns is challenging.

In this Webinar, leading experts will discuss which asset classes are attractive, what role alternative investment techniques lay in the management of multi-asset portfolios. Themes to be covered include;

* How & why multi-asset managers think the Q2 will play out
* How to identify where volatility will come from
* Macro movements (elections, Brexit, regulations etc) that will affect the market

Join this webinar to get the EMEA perspective on Multi-Asset investments and have your questions answered by our panel of industry experts.

Panellists;
* Trevor Greetham, Head of Multi-Asset, Royal London Asset Management
* Anthony Gillham, Portfolio Manager & Head of Investment (Multi-Asset), Old Mutual Global Investors

Moderated by;
Jean-Francois Hautemulle, Principal, Terres Neuves Consulting Limited

“Multi-asset” and “Solutions” have been some of the industry’s biggest buzzwords over the last few years, and for good reason: multi-asset vehicles have generated record sales and clients around the world continue to challenge their providers - both asset and wealth managers - to offer solutions to their problems rather than simply push products.

In this panel discussion, we will dissect what’s driving the recent growth in multi-asset products and what the future holds given the many challenges facing the industry

This webinar will cover topics such as:
* What are the key innovations in the multi-asset arena currently and in the future?
* How can asset and wealth managers partner to ensure clients are receiving the best possible outcomes?
* What role does passive play in the multi-asset arena? Alternatives?
* How do wealth managers evaluate asset managers’ multi-asset products, and what are their unmet needs?

After this webinar, listeners will leave with solid ideas, tactics, and a vision on how to optimize their multi-asset strategy to meet client needs, be on the cutting edge of innovation, and protect and grow their assets and overall business.

Panellists;
Florian Schneider, CFA, Head of Product Research & Development at Amundi
Scott Brady, Head of Product Development and Strategy, Columbia Threadneedle
Peter Greenberger, CFA, CFP, Director of Mutual Fund and 529 Plan Product Management at Raymond James
Oscar D. Pulido, CFA, MD & Global Head of Product Strategy for the Multi-Asset Strategies, Blackrock

Moderated by;
Gabriel Altbach, Founding Principal, Asset Management Insights and Senior Consultant, MackayWilliams

During this interactive session our panel of experts will discuss;

- Why is Multi-Asset Investing Important?
- How investors should select appropriate funds?
- What performance can be expected?

How can portfolio managers, CIOs, & other investors generate steady returns in an uncertain environment? With technology moving so fast, political disruptions & data breaches reaching into every corner of our lives, is there a strategy to help investors maintain their positions & deliver returns?

Join this webinar to hear from leading experts and find out about:

- Using right tools to generate consistent returns
- Avoiding the urge to time the market
- how to weather any market using diversification without sacrifice

Panellists;
Alastair Gunn, Fund Manager, Value Equities Jupiter Asset Management
Ben Conway, Senior Fund Manager, Hawksmoor Fund Managers
Lee Robertson, Founding Director & CEO, Investment Quorum Limited

Moderated by;
Will Mayne, Senior Director - Global Insights, Broadridge Financial Solutions, Inc.

After the Federal Open Market Committee meeting and the Bank of England's Monetary Policy meeting, this webinar will discuss the implications of monetary policy and interest rates and how this will affect developed and emerging markets.

In a world where technologies help marketing professionals improve by the day, what are the trends you should look out for?

This webinar will provide an overview of current content being consumed in financial services, what other industries are doing to amp-up their marketing engines, and how specific companies are using these technology.

Specific topics include:
Digital transformation strategies in Financial Services .v. other industries
Content consumption trends for increased engagement across Financial Services
How HANetf has executed their marketing strategy incorporating these ideas

Join in the discussion with our panelists:

Roz Smith, Marketing Consultant, Clevertouch
Simon Mott, Head of Marketing, HANetf
Ryan Ross, Community Manager, BrightTALK