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Building Sustainable Portfolios

Sustainability is the future of investing. With an improvement in investment data, more sophisticated ESG analysis and a broad range of products to choose from, investors have more choice than ever before when building sustainable portfolios. However, the industry’s rapid growth has made the space confusing and difficult to navigate. Hear from experts at MSCI & iShares as they break down the sustainable investing landscape and the various ways investors are building sustainable portfolios.

Presented by:
- Armit Bhambra, Head of iShares UK Retirement, BlackRock
- Guido Giese, Executive Director, Applied Equity Research, MSCI

Moderated by:
- Brendan Maton, IPE
Recorded Dec 9 2019 48 mins
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Presented by
Armit Bhambra, Head of iShares UK Retirement, BlackRock; Guido Giese, Executive Director, Applied Equity Research, MSCI
Presentation preview: Building Sustainable Portfolios

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  • Are Pan-European Logistics Investments Still Attractive Post-COVID? May 12 2021 1:30 pm UTC 75 mins
    Alistair Calvert - CEO and founder, Clarion Partners Europe | Tim Wang - MD, Head of Investment Research, Clarion Partners
    The logistics sector has been red-hot, driven by robust occupier demand and strong investor interest. The shift to e-commerce accelerated dramatically during the COVID-19 pandemic as people stayed home and ordered more goods online. Now with the global vaccination rollout, the end of the pandemic is finally in sight. Post-COVID, will people still buy more items online? Will logistics tenants keep taking up more distribution space?

    Alistair Calvert, CEO of Clarion Partners Europe, and Tim Wang, Ph.D., Head of Investment Research Clarion Partners, will discuss how Europe is uniquely positioned to benefit from the ongoing supply chain transformation and why logistics will continue to be an attractive property sector to invest in after the pandemic.

    Highlights will include:

    • Secular e-commerce disruption theme
    • Building of “last-mile” logistics infrastructure
    • Current leasing and pricing trends
    • Tenant preferences for asset quality and location
    • Investment opportunities across the Pan-European region

    Presented by:
    Alistair Calvert - CEO and founder, Clarion Partners Europe
    Tim Wang - Managing Director, Head of Investment Research, Clarion Partners

    Moderated by: Brendan Maton, IPE
  • How Global is your Global Equity Fund? Apr 27 2021 1:00 pm UTC 75 mins
    Laure Négiar - Portfolio Manager, Comgest | Brendan Maton, IPE
    – Exposure that reflects the future, not the past –

    The US has dominated many global funds and indices for close to a decade, and yet the opportunity set for a global investor has evolved considerably - most obviously in Asia. Have global funds kept up?

    With on-the ground research teams and three decades of experience in global stock picking, Comgest’s global strategy is navigating 2021 and beyond with over 40% exposure to Emerging Markets and Japan, as a result of the team’s bottom-up selection process. How can sustainable quality growth investors benefit from these regions whilst maintaining strong ESG credentials? Why have investors long underestimated Japan? Portfolio Manager Laure Négiar will discuss these themes in light of Comgest’s strategy, a portfolio positioned for the future, not the past.
  • Responding to the Uncertainty of COVID-19 and other 21st Century Disasters Apr 22 2021 1:00 pm UTC 75 mins
    Sara Rosner, AllianceBernstein | Jeff Schlegelmilch, Columbia University | Brendan Maton, IPE
    COVID-19 has dealt a harsh blow to humanity and the global economy in a very short time, creating widespread uncertainty and massive disruptions to normal ways of life. Climate change may be taking place on a longer time frame, but there are clear connections to the pandemic. This webinar looks at applying lessons learned from the COVID-19 pandemic to the study of and response to climate change.

    Sara Rosner, Director of Environmental Research and Engagement—Responsible Investment at AB, and Jeff Schlegelmilch, Director of the National Center for Disaster Preparedness at Columbia’s The Earth Institute will take a closer look at:

    · How changes in human behaviour brought about by environmental and health stress can contribute to the public’s capacity to address severe global crises
    · Challenges in scenario modelling, analysis and data availability from the epidemiological and climate perspectives
    · The various paths to building back from the pandemic in terms of speed, approach and competing interests
    · Integration of the private sector into disaster response going forward

    Presented by:
    · Sara Rosner, Director, Environmental Research and Engagement—Responsible Investment, AllianceBernstein
    · Jeff Schlegelmilch, Director of the National Center for Disaster Preparedness, The Earth Institute, Columbia University

    Moderated by: Brendan Maton, IPE
  • Why you need to allocate to Global Agriculture in your Alternatives Portfolio Apr 21 2021 1:00 pm UTC 75 mins
    Matthew Corbett, Partner, Agriculture at Fiera Comox | Brendan Maton, IPE
    Matthew Corbett, Partner at Fiera Comox will share a more than a decade worth of insights to:

    describe the unique nature of Agricultural investing
    outline how you can access the asset class
    demonstrate the opportunities to enhance the return profile of your private markets allocation

    On the face of it, Agricultural investing presents a highly attractive return and risk profile. A growing world population means that food production and demand can only increase whilst Investors in agriculture projects can benefit from inflation protection and returns that are non-correlated with other asset classes, as well as attractive and stable.

    However, specialist knowledge, diversification, managing an evolving E.S.G landscape and accessibility are all critical in reaping the rewards of these investments. We estimate institutional ownership of agricultural assets no higher than 3 percent globally so there remains a steep learning curve for many investors but on the flip side, there are significant inefficiencies remaining in the market.

    Matt started his Agri Investing career at Canada’s Public Sector Pension Investment Board (PSP Investments) before becoming a founding partner of Fiera’s Agricultural franchise and has invested around 2.5 billion in private market farmland and timberland over the course of the last decade. Matt currently serves on the board of several of Fiera Comox’ investee companies including Auvil Fruit Company.
  • ESG beyond the 'E': when technology, social impact & governance comes into play Apr 15 2021 1:00 pm UTC 75 mins
    Isabelle Scemama, Philippe de Martel, John O’Driscoll, Justin Travlos and Frederick Widl, AXA IM | Brendan Maton, IPE
    ESG has rapidly increased in importance in the real estate industry and investment managers have a critical role to play. The disruption brought forward by the pandemic has accelerated the need to bring social and environmental priorities to the fore.

    AXA IM Alts are committed to integrating ESG factors into everything we do, whether deciding where to invest or creating the built environment of the future. By meeting the challenges of today and tomorrow, we believe we will create long-term value for all our stakeholders.
    In this webcast, our team will address ESG beyond the ‘E’: when technology, social impact and governance comes into play.
    Highlights include:
    - A closer look at how we embed ESG in our practices and future developments, including the key role technology plays in this
    - Solving social issues: the case for long-term institutional investment into residential. A case study on France
    - The ever important need to align interests, especially given the current environment

    We welcome your active participation and you can submit questions for the presenters to address throughout the session.

    Presented by:
    – Isabelle Scemama, Global Head of AXA IM Alts and CEO of AXA IM - Real Assets
    – Philippe de Martel, Head of Fund Management – AXA Mandates
    – John O’Driscoll, European Head of Transactions
    – Justin Travlos, Global Head of Responsible Investment
    – Frederick Widl, Head of Real Assets, Switzerland

    Moderated by: Brendan Maton, IPE
  • The role and impact of fossil fuels divestment for reaching Net-Zero goals Apr 13 2021 2:00 pm UTC 75 mins
    Erik Christiansen, ESG & Low Carbon Solutions Specialist, Scientific Beta | Brendan Maton, IPE
    Net-Zero alignment and fossil-free investments: what is the role and impact of fossil fuels divestment for reaching Net-Zero goals?

    The webinar will cover:

    · How crucial is phasing out fossil fuels in 1.5°C scenarios?
    · What level of differentiation between different fossil fuels is justified?
    · What are the theoretical and empirical arguments for the fossil-free investment movement?
    · Is it naïve to take the forward-looking commitments of fossil fuels companies into account?
    · What is the most effective way for investors to influence companies?
    · What are the risks of broad-stroke fossil fuel divestment strategies?
  • Value Investing: No Longer "When" But "How"? Recorded: Apr 7 2021 70 mins
    Michael Hunstad, head of quantitative strategies | Diana Olteanu-Veerman, CFA, quantitative equity senior strategist EMEA
    Whether you were brave enough to hold or are now looking to build exposure to the value factor, we believe investors should take specific approaches to ensure their value portfolio delivers on expected financial and ESG outcomes.

    Join our experts as they reveal a more thoughtful approach to portfolio construction that leverages both targeted factor exposures and ESG research. Key topics include:

    • Combining value with factors like quality and momentum can result in higher returns and lower risk
    • Naïve integration of ESG factors such as climate risk can negatively impact your factor exposure
    • Remaining country and/or sector neutral reduces active risk and limits underperformance versus the benchmark

    This material is directed to professional and eligible counterparties only and should not be relied upon by retail investors. The information is not intended for distribution or use by any person in any jurisdiction where such distribution would be contrary to local law or regulation. Northern Trust and its affiliates may have positions in and may effect transactions in the markets, contracts and related investments different than described in this information.

    Investing involves risk- no investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment.

    Northern Trust Asset Management is composed of Northern Trust Investments, Inc. Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K, NT Global Advisors, Inc., 50 South Capital Advisors, LLC, Belvedere Advisors LLC and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company.

    Issued in the United Kingdom by Northern Trust Global Investments Limited and in the EEA by Northern Trust Fund Managers (Ireland) Limited.
    © 2021 Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 USA
  • Building Sustainable Portfolios Recorded: Mar 31 2021 46 mins
    James Gloak, BlackRock | Guido Giese, MSCI | Brendan Maton, IPE
    *For professional clients only*

    Now more than ever, investors are turning to ETFs and index funds to build more sustainable portfolios. In this webinar, experts at MSCI & iShares explain why sustainable portfolios start with indexing and how indexing is helping make sustainable investing mainstream. They will also discuss the state of the sustainable investing market today, key trends to look for in the future and the different ways to build sustainable portfolios that target a variety of investment goals.

    Presented by:
    James Gloak – Lead Product Strategist, iShares Sustainable Investing, BlackRock
    Guido Giese – Executive Director, Applied Equity Research, MSCI

    Moderated by:
    Brendan Maton, IPE
  • Equity Income Investing Recorded: Mar 29 2021 75 mins
    Ian Mortimer, Guinness Asset Management | John Tobin, Epoch Investment Partners | Martin Hurst, IPE
    Expert Livestream, 14:00 UK time, 29 March

    The Specialist Fields:

    Epoch Investment Partners: Why capital allocation matters
    Guinness Asset Management: Why quality matters

    IAN MORTIMER, Portfolio Manager, Guinness Asset Management on Why Quality Matters:

    The approach: to invest in good quality businesses with persistently high returns on capital and strong balance sheets, that are highly cash generative, and that are trading at attractive valuations. Such businesses are best placed to pay a sustainable and growing dividend in the future.

    A balanced approach – seeking a return from a combination of cash flow growth, multiple expansion, and dividends – alongside a focus on quality characteristics puts the investor in a good position whatever the future market direction in 2021 and beyond.
    JOHN TOBIN, Portfolio Manager, Epoch Investment Partners explains why Capital Allocation is Key.

    A company should reinvest capital if the expected return on invested capital is greater than the company’s cost of capital. Remaining free cash flow should be returned to shareholders via shareholder yield.

    Capital allocation matters, because decisions on how to allocate cash flows – whether to reinvest in order to grow a company, or to return capital to shareholders – can create or destroy long-term shareholder value.
  • Rethinking Multi-Factor: avoid hidden bias to achieve true multi-factor exposure Recorded: Mar 24 2021 59 mins
    Tatjana Puhan, Managing Director, Deputy Chief Investment Officer, TOBAM | Brendan Maton, IPE
    Recent years witnessed a significant increase in interest from investors in factor and multi-factor investing. 2020, however, turned out to be an unpleasant year for many investors in factor-based strategies. This includes the widely cited value factor drawdowns, but also multi-factor strategies themselves, particularly those that are put forward to investors as providing a diversified exposure to risk factors, which many did not. In this webcast we shed light on why factor investing in its common form and in particular multi-factor portfolios may not deliver investors the balanced risk exposures and diversification effects, that they typically hope to achieve or are promised to obtain by spreading their investments across multiple factors. We explore common implementations of multi-factor strategies revealing that many suffer from unwanted biases, then highlight the unintended consequences of these hidden biases.
  • Aviva Investors’ Real Assets House View 2021 Recorded: Mar 23 2021 67 mins
    Daniel McHugh, Chris Urwin and Laurence Monnier - Aviva Investors | Brendan Maton, IPE
    – The intelligence that guides our investment decisions –

    COVID-19, an unprecedented rate environment, and new zero-emissions targets are producing wildly divergent expectations across the real asset investment community.

    Join Aviva Investors’ new chief investment officer for real assets, Daniel McHugh along with Chris Urwin, director of research, and Laurence Monnier, head of quantitative research, as they discuss the key themes identified by our Real Assets House View 2021 (https://www.avivainvestors.com/en-gb/views/real-assets-house-view/), that will shape real assets markets in the coming months:

    • What will the impact of the zero rate environment in the UK & Europe be?
    • Will new ways of living persist post-COVID-19, and how might they change the investment landscape?
    • Which parts of the real assets universe look most promising for investors to target today?

    Presented by:
    • Daniel McHugh - Chief Investment Officer, Real Assets, Aviva Investors
    • Chris Urwin - Director of Research, Real Assets, Aviva Investors
    • Laurence Monnier – Head of Quantitative Research, Real Assets, Aviva Investors

    Moderated by: Brendan Maton, IPE
  • IPE Nordic Investment Forums: Forum Two Recorded: Mar 18 2021 146 mins
    Pirkko Juntunen
    A road to recovery - investment opportunities andchallenges post-Covid 19
  • How to reach net-zero carbon in real estate by 2040 Recorded: Mar 17 2021 71 mins
    Abigail Dean, Global Head of Strategic Insights, Nuveen Real Estate | Erik Landry, Climate Change Specialist, GRESB
    Real estate is one of the world’s largest producers of greenhouse gas emissions, making the road to net zero carbon difficult to navigate.

    And yet, Nuveen Real Estate plans to be net zero carbon by 2040 – ten years ahead of when the World Green Building Council states it is necessary to meet the Paris Accord.

    Abigail Dean, Nuveen Real Estate’s Head of Strategic Insights, discusses their pathway to net zero carbon and shares best practices for achieving this goal.

    Highlights include:

    – A building-specific approach
    – An enterprise-wide pathway
    – Local and regional insights from around the globe
    – The need for industry collaboration and innovation
    – Net zero carbon’s challenges and ambiguities

    Measuring, reporting and validating progress to net zero carbon is one of those challenges. GRESB’s Climate Change Specialist Erik Landry joins Abigail to explore the need for reliable ESG information, standardised global benchmarks and collective action in the real estate industry.
  • IPE D.A.CH-Webinar „Ideen für das Fixed Income Portfolio 2021” Recorded: Mar 17 2021 74 mins
    Frank Schnattinger, Chefredakteur IPE D.A.CH
    Die Renditen der Staatsanleihen von Industrieländern haben im Jahr 2020 Rekordtiefs erreicht, die „Japanisierung“ der Eurozone ist dabei nach Ansicht vieler Marktanalysten in vollem Gange. Nicht zuletzt auch aufgrund des Anleihekaufprogramms der EZB sind selbst die Renditen zahlreicher südeuropäischer Anleihen auf unter 0% gefallen. Welche Möglichkeiten bleibt für institutionelle Anleger sich im Fixed Income Sektor zu positionieren? Im Rahmen unseres Webinars „Ideen für das Fixed Income Portfolio 2021“ wollen wir über verschiedene Sub-Assetklassen bzw. Investmentstrategien sprechen, die im gegenwärtigen Nullzinsumfeld einen Mehrwert für das Portfolio liefern können.

    Das Webinar findet am Mittwoch den 17. März 2021 von 14.00 bis 15.15 Uhr statt.

    Beiträge kommen von Insight Investment, Vontobel Asset Management und State Street Global Advisors.


    Einleitung und Themenübersicht
    Frank Schnattinger, Chefredakteur, IPE D.A.CH

    Convertibles – The Long and the Short of it
    Sabrina Jacobs, Investment Specialist Fixed Income,
    Insight Investment

    Vorteile eines aktiven Ansatzes in Schwellenländeranleihen in Hartwährung
    Dr. Wouter Van Overfelt, Head of Emerging Markets Corporate Bonds & Portfolio Manager,
    Vontobel Asset Management


    Why indexed high yield is the next frontier in the battleground between active and passive approaches in fixed income
    David Furey, Head of Fixed Income Portfolio Strategy Group EMEA,
    State Street Global Advisors


  • Global Market Outlook: 2021 and the Keynesian Beauty Contest playbook Recorded: Mar 10 2021 56 mins
    Philip Lawlor, MD, head of Global Investment Research and Robin Marshall, director of fixed income research at FTSE Russell
    Analysis of global markets, Taper Tantrums and inflation risks in 2021.

    Join senior members of our Global Investment Research team for analysis on global equity and fixed income markets, as they confront a possible inflation shock, and QE taper. They will assess, to quote Keynes, “what average opinion expects average opinion to be“ and the tail risks, negative and positive.

    Our presenters will examine drivers of risk appetite, including:

    • Growth and inflation expectations
    • Financial conditions
    • The profit and valuation cycle
    • Factor rotation
    • The status of market sentiment.

    Throughout the discussion—moderated by Brendan Maton, IPE—you can submit questions.
  • ESG Objectives: How Can Managers Target Them in a Sustainable and Sustained Way? Recorded: Mar 3 2021 65 mins
    David Schofield - President, Intech International Division | Dr. Vassilios Papathanakos, Deputy CIO | Brendan Maton, IPE
    ESG objectives rely heavily on data, which can be unreliable and limited. Not addressing this fundamental issue threatens investors’ ESG portfolio objectives. In this webinar, the President of Intech’s International Division, David Schofield, and Dr. Vassilios Papathanakos, Deputy CIO, will discuss:

    – What are the main challenges that ESG data present?
    – What are effective practices to overcome these challenges?
    – How can ESG portfolio objectives be reliably targeted?
  • IPE Real Assets Global Virtual Forum: North America Recorded: Feb 25 2021 106 mins
    Richard Lowe
    Economic disruption and market uncertainty pervades today, but most institutional investors are committed to building up their exposure to real assets on a global basis. Investors still need to allocate capital to strategies that can deliver stable returns and diversification.

    Pursuing global allocations is all the more challenging today and so there is an even greater need among investors for on-the-ground intelligence on specific regions and markets. The IPE Real Assets Global Virtual Forums is designed to meet this need, providing up-to-date insight into regional real assets markets and to highlight emerging opportunities and investment strategies that can perform through the current global crisis.
  • Risk planning for the next market crisis Recorded: Feb 16 2021 64 mins
    Rich Donnellan, Nasdaq Asset Owner Solutions | Soo Kobberstad, LPPI | Tony Yiu, Solovis | Brendan Maton, IPE
    Between February 19, 2020 and March 23, 2020, the S&P 500 crashed almost 35%. The speed and ferocity of the selloff was shocking and caught many market participants unaware. As did the recovery when the S&P 500 surged more than 60% in just over five months. In the economic aftermath, various corporate sectors are facing significant financial hardship and many markets globally are as volatile as they have been in generations. All of which leaves institutional investors across the world with the responsibility of anticipating and planning for what may come next.

    Join our panel of experts to hear how they reacted to the volatility of 2020 and what they would do differently in the next market crisis.

    Presented by:
    – Rich Donnellan – Director, Institutional Investors, Nasdaq Asset Owner Solutions
    – Soo Kobberstad - Portfolio Manager, Head of Credit, LPPI
    – Tony Yiu - Director of Quantitative Research & Development, Solovis

    Moderated by: Brendan Maton: IPE
  • Capturing the Carbon Opportunity - The New Frontier in Forestry Investment Recorded: Feb 11 2021 70 mins
    Olly Hughes and David Gardner, Gresham House | Lea Dubourg-Hrachovec, Pension Protection Fund | Simon Whistler, PRI
    Forestry provides a multifaceted solution in the drive towards net zero economies, and one that is increasingly relevant for institutional investors looking to combine sustainable long-term returns with inherent environmental and social benefits. Carbon absorption and storage by forests is recognised in the Paris Agreement as a key part of the solution to climate change.

    Carbon forestry has emerged as a new investment sector which contributes directly towards the target to reduce emissions through commercial reforestation or the development of new permanent forests not harvested for commercial timber, but instead producing new carbon credits. Returns from carbon forestry are accretive to conventional timberland returns and uncorrelated to other asset classes.

    For conventional timberland, the benefits of using timber and timber products in place of environmental damaging alternatives will assume ever greater importance in our transition towards a low carbon economy and are expected to drive further timber price growth.

    To incentivise and achieve the goal of limiting temperature increases to between 1.5°C and 2°C, global economies must combine the use of carbon credits, allowing a transitionary period, with the development of new technologies and practices to significantly reduce carbon emissions.

    These pathways to net zero are creating an exciting new frontier for Forestry investors.

    Join experts from Forestry investment specialists Gresham House Asset Management, The Pension Protection Fund and the PRI as they share their insights into Forestry as a sustainable and commercial asset class and discuss the unique opportunity for institutional investors in 2021 and beyond.

    Presented by:
    Olly Hughes, Managing Director, Forestry - Gresham House
    David Gardner, CIO, Forestry - Gresham House
    Lea Dubourg-Hrachovec, Portfolio Manager Alternatives - Pension Protection Fund
    Simon Whistler, Senior Specialist, Investment Practices - PRI

    Moderator: Brendan Maton, IPE
  • From portfolio-level decarbonisation to real-world emissions reduction Recorded: Feb 9 2021 69 mins
    Erik Christiansen, ESG & Low Carbon Investment Specialist and Frédéric Ducoulombier, ESG Director, Scientific Beta
    – Beyond EU Paris-Aligned Benchmark Compliance –

    A growing number of investors seek to play their part in the fight against climate change by investing in low carbon and climate scenario alignment strategies.

    The regulation defining the requirements for recognition as EU Paris-aligned Benchmark pursues alignment through weighted average carbon intensity reduction and activity-based exclusions.

    However, reducing the average carbon intensity of a financial portfolio does not necessarily lead to progress in terms of alignment.

    In this webinar we will therefore discuss the following questions:
    - How can investors effectively incentivise companies to act on climate change?
    - How to align investment decisions with engagement ambitions?
    - How to integrate alignment criteria beyond current carbon intensity?
    - What are the implications for targets, constraints, metrics and data in the context of portfolio construction?
    - How to make sure capital is reallocated over time in line with companies’ decarbonisation pledges and achievements?

    Erik Christiansen, ESG & Low Carbon Investment Specialist, Scientific Beta
    Frédéric Ducoulombier, ESG Director, Scientific Beta

    Moderator: 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: Building Sustainable Portfolios
  • Live at: Dec 9 2019 2:00 pm
  • Presented by: Armit Bhambra, Head of iShares UK Retirement, BlackRock; Guido Giese, Executive Director, Applied Equity Research, MSCI
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