As we enter 2018, continued global growth coupled with persistently low yields has many institutional investors looking for ways to diversify their portfolios with alternatives.
On March 1st, 2018, please join host Suni Harford, Head of Investments at UBS Asset Management, and speakers Bruce Amlicke, CIO of UBS Hedge Fund Solutions and Head of Multi-Manager, and Paul Guest, Senior Real Estate Strategist, as they identify pockets of opportunity across the alternative spectrum. The discussion will focus on:
•Diversified trading strategies that are effectively providing risk-managed access to active markets
•Tailwinds for real estate in 2018 and the illiquidity premium
•Top questions facing today's institutional investors-- and proposed solutions in a challenging market
Suni P. Harford (host)
Head of Investments, Group Managing Director
Bruce Amlicke (speaker)
Chief Investment Officer UBS Hedge Fund Solutions, and Head of Multi-Manager
Paul Guest (speaker)
Lead Real Estate Strategist, Executive Director
RecordedMar 1 201853 mins
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Declan O'Brien, UBS Asset Management | Michael Kearney, Aberdeen Standard Investments | Rick Walters, GRESB
Infrastructure drives productivity growth, and is, therefore, a critical element of a functioning economy. With the need for infrastructure running into the trillions over the next two decades - what projects should those funds be targeted to generate the best outcome? What what does that outcome look like?
This webinar brings together the brightest minds in the industry to discuss:
The Infrastructure Gap - what it looks like and how to close it.
Implications of new renewable energy advancements and 5G, and robotics
China 2025 and the Belt & Road Initiative.
Rick Walters, Infrastructure Director, GRESB
Jean-Francois Hautemulle, Principal, Terres Neuves Consulting
Declan O'Brien, Senior Analyst - Research & Strategy EMEA Infrastructure, UBS Asset Management
Michael Kearney, Senior Investment Director - Economic Infrastructure, Aberdeen Standard Investments
As trade tensions continue between the US and its major partners, investors have expressed concern about how trade 'wars' and tariffs may impact their portfolios. What impact could US policy have on global markets, and in particular on emerging market portfolios?
Hear from UBS experts during this webinar as they share diverse perspectives on public policy, and provide analysis on market environments and asset class attractiveness.
John Savercool, Senior Lobbyist, Head of US Office of Public Policy
Evan Brown, Head of Macro Asset Allocation Strategy
Please note the views and commentary discussed during today’s webinar are subject to change without notice and do not constitute a recommendation to invest in any product or service.
This video takes a closer look at the complexities of the global energy sector, and how infrastructure investors must learn to navigate the rapidly changing landscape in order to capitalize on the new opportunities.
Paul Ellis, Lisa Woll, Jeff Gitterman, Claudine Schneider, Francis Condon
During the past 40 years Climate Science has accurately predicted rising sea levels, more rapid temperature rise at the poles and hurricanes and typhoons occuring at higher latitudes.
From 1998 to 2017 the global economic cost of climate-related disasters skyrocketed 151% over the previous 20 year period to $2.25 trillion.
Join our expert panelists for a discussion about future climate risk assessment options for companies, investors, financial advisors and policymakers.
Jeff Gitterman, Co-founding Partner, Gitterman Wealth Management
Lisa Woll, CEO, US SIF, The Forum for Sustainable and Responsible Investment
Claudine Schneider, Founding President & former U.S. Congresswoman, Solar Alliance
Francis Condon, Executive Director - Sustainable & Impact Investing, UBS Asset Management
Gunnar Herm, Head of Real Estate Research & Strategy Europe
The outlook for All Property in 2019 remains broadly unchanged compared to six months ago, largely due to an upgrade in the industrial sector and slight decrease in retail where investor and occupational demand remains strong. Annual All Property total returns for the year now stand at 6.5%. Although, total returns were downgraded in the retail sector as structural headwinds start to bite.
The enduring appeal of private equity real estate was reinforced by the volatility in more liquid assets at the end of 2018. This popularity was reflected in last year's investment volumes as well as 2019's first investor intention surveys. Fundamentals are broadly healthy, but the pace of price growth has slowed and the focus is now on the value of income
Merchant power risk, data infrastructure investments and politics are just some of key themes we expect to impact infrastructure investments this year. For more insights, read the accompanying outlook paper.
During the event, the investment team will provide you with an update on the business, the Fund's performance and activities and its portfolio holdings. After the webinar concludes, we will circulate a copy of the presentation and a link to the playback recording for those that cannot join the live event.
The webinar will cover:
1. Business updates
2. Economic outlook & Fund performance update
3. Portfolio investments updates
4. AIIF Accounts
Speakers will include:
Tommaso Albanese, Head of Infrastructure;
Declan O'Brien, Senior Research Analyst Infrastructure;
Danny Mills, Portfolio Manager Infrastructure Equity;
Arpad Cseh, Portfolio Manager Infrastructure Equity;
Bronte Somes, Head of Infrastructure Equity Europe;
Martin Lanternier, Portfolio Manager Infrastructure Equity; and
Ilyas Ahmad, Chief Financial Officer Infrastructure
In celebration of International Women's Day, Charlotte Baenninger, who was named one of the most influential women in European finance by Financial News, talks about where to find opportunities in fixed income.
Alpha opportunities, prospects for China high-yield bonds, and the impact of technology on investment horizons in China were just three of many subjects covered by Bin Shi, Hayden Briscoe, and Rene Buehlmann at the recent Greater China Conference (GCC) held between January 7th and 8th in Shanghai.
Following the success of the presentations and to communicate our wide-ranging insights on China to prepare you for the coming year, our experts will discuss the highlights and key takeaways from GCC in an upcoming webinar and engage in a lengthy Q&A session with you to go into the details behind their outlooks.
Are you invested in or considering infrastructure equity as an asset class? The attractiveness of infrastructure has been driven by strong returns in a low-yielding environment.
Sentiment for the asset class is at record highs, yet markets face headwinds with the ongoing withdrawal of quantitative easing and rising rates. This begs the question, where are we now in the infrastructure equity cycle?
Declan O'Brien, Infrastructure Senior Analyst, Research & Strategy;
Bronte Somes, Head of Infrastructure Equity EMEA;
Perry Offutt, Head of Infrastructure Americas,
• The evolution of the asset class in investment style, valuations and correlation with other markets; and
• Our insights into where we are in the infrastructure equity cycle
UBS Asset Management is a large-scale asset manager, with a presence in 23 countries. We offer investment capabilities and investment styles across all major traditional and alternative asset classes as well as platform solutions and advisory support, to institutions, wholesale intermediaries and wealth management clients.
We take a connected approach to find the answers to our clients' investment challenges. Our global capabilities include equity, fixed income, currency, hedge funds, real estate, infrastructure and private equity investment capabilities that can also be combined into customized solutions and multi asset strategies. Complementing our investment offering, we provide professional white labelling services including fund set-up, accounting, asset valuation, NAV calculation and reporting elements for traditional and alternative funds.
Invested assets totaled USD 781 (EUR 682 billion, GBP 612 billion, CHF 768 billion) as of 31 December 2018. We are a leading fund house in Europe, the largest mutual fund manager in Switzerland , Europe's third largest money manager and the top foreign firm in China . We also have a fast-growing and sizeable passive offering, being among the top 10 firms globally and second largest Europe-based passive player as well as fourth largest ETF provider in Europe , innovating in areas such as smart beta and alternative indices.
We are a truly global firm with principal offices in Chicago, Frankfurt, Hartford, Hong Kong, London, New York, Singapore, Sydney, Tokyo and Zurich.