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Understanding and Managing Currency Risk

Heightened volatility in the foreign exchange ("FX") markets has increased the level of risk that companies face. Managing currency exposures inherent in the globally diversified portfolios is now front and center for many firms, including alternative fund managers as a topic of interest, particularly among oversight boards with fiduciary responsibility.

BNY Mellon’s Currency Administration group provides an outsourced passive currency hedging service that helps companies manage the currency risk of their international portfolios. In this seminar we will discuss how hedge programs may help reduce the operational and financial risk of foreign currency exposures.

Agenda:
- Currency Administration
- Market Update
Recorded Sep 14 2016 68 mins
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Presented by
James Webb, Global Head of Business Development of Currency Administration; Samarjit Shankar, Managing Director, Senior Globa
Presentation preview: Understanding and Managing Currency Risk

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  • A rules-based approach to integrating climate risk Nov 22 2018 3:00 pm UTC 75 mins
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    As the need intensifies for the world to transition to a low-carbon economy, we look at the ways in which aligning to the 2 degree global warming scenario can provide investors with opportunities. In particular, we will explore the benefits of adopting a low cost, rules-based approach to integrating climate risk, with a focus on:

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    • The role of an active engagement and proxy voting policy to drive positive climate change action


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    · How will it fit within our current pension fund portfolio?
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    "Competitive advantages drive superior performances"

    LEARN MORE ABOUT
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    • How the power of Economic Moats can impact your portfolio.
    • VanEck’s approach to accessing US Equities with a MOAT advantage.

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    Just as moats around a castle kept the enemy at bay, Economic Moats protect the high returns on capital enjoyed by the world’s best companies. Morningstar’s concept derives from legendary investor Warren Buffet who introduced the idea of the sustainable competitive advantage.

    • MOAT focus on quality U.S. companies that Morningstar believes possess sustainable competitive advantages, or “moats”.
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    Presented by
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    DISCLAIMER:
    For Financial Professionals Only.This content originates from VanEck Investments Limited (“VanEck”) and does not constitute an offer to sell or solicitation to buy any security. Nothing in this content should be considered a solicitation to buy or an offer to sell shares of any investment in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction, nor is it intended as investment, tax, financial, or legal advice. Investors should seek such professional advice for their particular situation and jurisdiction.
  • Monetary Policy: Navigating A Troop of Gorillas Nov 1 2018 2:00 pm UTC 75 mins
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    Easy monetary policies across the globe have unleashed a troop of 800-pound gorillas to harass capital markets, and in doing so, have created unintended risks—and significant opportunities.

    Get insights on this and three other compounding issues that have heightened concerns of a market disruption, and learn how to navigate this environment and pursue resulting opportunities.

    In this webinar, Brian Singer, CFA, head of William Blair’s Dynamic Allocation Strategies Team, will discuss:

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    • Low volatility
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  • Examining recent market events through factors Recorded: Sep 26 2018 60 mins
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  • The Benefits of Combining Public and Private Real Assets Recorded: May 31 2018 56 mins
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  • Pension investment costs and charges: Towards greater transparency Recorded: May 9 2018 60 mins
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    Andrew Marks:
    Andrew Marks is a managing director of Artisan Partners UK and head of Europe, Middle East and Africa (EMEA) Distribution.

    Jason White:
    Jason L. White, CFA, is a managing director of Artisan Partners and a portfolio manager on the Growth team

    Moderated by Brendan Maton, IPE
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    Presented by:
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    - Brendan Maton, IPE
  • When Beta Fails, Are You Prepared? Recorded: Mar 14 2018 61 mins
    Jeppe Ladekarl, Allyson Pellissier & Paul Goldwhite, First Quadrant; Brendan Maton, IPE
    Equity markets may be showing signs of vulnerability after experiencing a strong rally in stocks across some parts of the globe. With inflation concerns and rising rates weighing on fixed income assets, investors are wary of turning to this traditional source for return and diversification. Commonly used alternatives to these traditional beta sources come with their own challenges such as complexity, liquidity, lack of transparency and, in some cases, potentially stretched valuations.

    In this webcast, we offer a liquid and transparent approach to generating returns, especially during times of market stress. Please join Jeppe Ladekarl, Paul Goldwhite and Allyson Pellissier from our Macro Investment team, as they discuss how an allocation to macro may improve your portfolio's risk-adjusted return profile and why currency can be an effective medium for expressing macro views and delivering returns when investors need them most.

    Disclaimer:
    Past performance is no guarantee of future results. Potential for profit is accompanied by possibility of loss.

    Presented by:
    - Jeppe Ladekarl: Partner, Investments, First Quadrant
    - Allyson Pellissier, PhD: Associate, Investments, First Quadrant
    - Paul Goldwhite, CFA: Director, Investments, First Quadrant

    Moderated by:
    - Brendan Maton, IPE
  • Factor Investing in Long/Short Strategies Recorded: Jan 30 2018 64 mins
    Eric Shirbini, Global Research and Investment Solutions Director, ERI Scientific Beta; Brendan Maton, IPE
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    • The challenges of a robust performance approach in the case of long/short multi-factor strategies
    • Improving factor spreads without sacrificing performance stability: the challenge of allocating between factors adapted to long/short strategies
    • How to ensure real market neutrality of long/short factor strategies
    • The importance of investability of long/short strategies in factor investing
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    • Future growth scenario’s and their impact on fixed income asset classes
    • Hidden EMD opportunities: Frontier Market Debt and Local Currency
    • Stay afloat in a rising rate environment with Alternative Credit solutions

    Presented by;
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    • Marcelo Assalin, Head of Emerging Market Debt, NN Investment Partners
    • Gabriella Kindert, Head of Alternative Credit, NN Investment Partners

    Moderated by:
    • Brendan Maton, IPE
Live interviews, roundtables & presentations
This webcast channel is for pension funds and other institutional investment professionals in Europe, the USA and Asia. It is particularly relevant for pension fund executives, trustees, consultants and investment managers. IPE will be bringing its community live interviews with leading figures in the market, hosting roundtable discussions on specific topics such as asset allocation and also sharing latest thought-leadership from investment experts.

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  • Title: Understanding and Managing Currency Risk
  • Live at: Sep 14 2016 1:30 pm
  • Presented by: James Webb, Global Head of Business Development of Currency Administration; Samarjit Shankar, Managing Director, Senior Globa
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