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IPE D.A.CH-Webinar „ESG 2021 – Up to the next level?”

Das Thema ESG ist gekommen um zu bleiben. Die umfassende und systematische Integration von Nachhaltigkeitskriterien in Strukturen und Prozesse wird institutionelle Investoren und ihre Asset Manager auch im Jahr 2021 begleiten. So sollen 2021 beispielsweise noch im ersten Quartal die nachhaltigkeitsbezogenen Offenlegungspflichten in Kraft treten und bereits im Dezember 2020 stehen die ersten beiden Umweltziele der EU-Taxonomie „Klimaschutz“ und „Anpassung an den Klimawandel“ für Ende 2021 vor der Verabschiedung durch die EU-Kommission. Dazu kommt eine zunehmende Auseinandersetzung mit dem ausgelösten Impact von einzelnen Investments.

Wie können institutionelle Anleger auf diese Herausforderungen reagieren und welche Möglichkeiten bietet die Investmentbranche dies effizient in Portfolios umzusetzen. Darauf wollen in unserem Webinar „ESG 2021 – Up to the next level?“ eingehen. Das Webinar findet am Dienstag den 17. November von 14.00-15.15 Uhr statt. Beiträge kommen von State Street Global Advisors, RAM Active Investments und Boston Common Asset Management.

AGENDA
---

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

Erträge sichern, CO2 reduzieren – Das Klima im Investmentfokus
Carlo Maximilian Funk, EMEA Head ESG Investment Strategy
State Street Global Advisors

Integration von neuen ESG Standards, Inputs und Ziele: die Vorzüge der künstlichen Intelligenz in Aktienportfolios (Long-Only & Long/Short)
Emmanuel Hauptmann, Senior Portfolio Manager
RAM Active Investments SA

Delivering authentic impact in a commercial world
Allyson McDonald, CEO
Boston Common Asset Management

Q&A
Recorded Nov 17 2020 75 mins
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Presented by
Frank Schnattinger, Chefredakteur IPE D.A.CH
Presentation preview: IPE D.A.CH-Webinar „ESG 2021 – Up to the next level?”

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  • Driving Impact and Integrating ESG through Quantitative Strategies Dec 10 2020 3:00 pm UTC 75 mins
    Laina Draeger, CFA | Brad Rowe, CFA | Colleen Raab, CFA | Edwina Acheson | Brendan Maton, IPE
    Now more than ever, public equities play a unique role in driving the transition to a green economy. Through innovative quantitative modeling, investors can identify sustainability leaders with the dual goals of generating a positive impact on financial returns and benefitting the environment or society as a whole.

    On December 10th, please join Laina Draeger, Director of Portfolio Strategy & Responsible Investing at Los Angeles Capital, along with members of Los Angeles Capital’s Responsible Investing Solutions Group (RISG), as they discuss how quantitative techniques can be used to seek to maximize the Triple Bottom Line – People, Planet and Profit. Members from the RISG will highlight how the Firm’s unique approach utilizes sustainability factors with the goal of improving returns and affecting change as the world transitions to a lower carbon and more circular economy.

    Presented by:
    • Laina Draeger, CFA - Portfolio Manager, Director of Portfolio Strategy and Responsible Investing
    • Brad Rowe, CFA - Co-Director of Research
    • Colleen Raab, CFA - Portfolio Manager
    • Edwina Acheson - Managing Director

    Moderated by: Brendan Maton, IPE
  • Sind Kryptowährungen eine geeignete Anlageklasse für institutionelle Anleger? Dec 9 2020 1:00 pm UTC 60 mins
    Frank Schnattinger, Chefredakteur IPE D.A.CH
    Andre Voinea, Leiter deutschsprachige Regionen, HANetf

    Kryptowährungen galten einst als Wilder Westen. Der Boom im Jahr 2018 ließ genauso schnell nach, wie er gekommen war. Aber Bitcoin und andere Kryptowährungen haben sich als Widerstandsfähig erwiesen und erleben nun eine zweite Blütezeit. Werden professionelle Anleger diesmal partizipieren? Wir glauben ja. Vor zwei Jahren fehlte institutionellen Anlegern noch das notwendige Werkzeuge, um Zugang zum unregulierten Kryptowährungsmarkt zu erhalten. In 2020 wurde diese Lücke geschlossen dank der Einführung regulierter, börsengehandelter Produkte im Gewand einer erprobten ETP Struktur. Wird Bitcoin also nun zum digitalen Gold im Portfolio?

    Nehmen Sie teil an unserem Webinar und erfahren Sie mehr zu folgenden Themen:

    • Warum sollten sich institutionelle Anleger für digitale Vermögenswerte interessieren? Eine Risiko-Rendite-Analyse
    • Börsengehandelte Krypto-ETPs: regulierter Zugang zum Kryptowährungsmarkt
    • Marktausblick: Worauf Anleger im Jahr 2021 achten sollten
  • M&G Global Real Estate Outlook: The world that COVID-19 built Recorded: Nov 26 2020 68 mins
    José Pellicer, Alex Greaves, David Jackson and Richard van den Berg, M&G Real Estate | Richard Lowe, IPE Real Assets
    This webcast will dig further into the key trends shaping real estate, as well as standout areas of opportunity.

    José Pellicer, Head of Investment Strategy, will be joined in exploring the market ahead, by Richard van den Berg, David Jackson and Alex Greaves. Each specialist will bring their on-the-ground insight to discussion of pertinent topics such as the changing role of real estate for occupiers.

    Presenters:

    • José Pellicer - Head of Investment Strategy, M&G Real Estate
    • Alex Greaves, Head of Residential, London, M&G Real Estate
    • David Jackson, Head of Fund Management - Europe, M&G Real Estate
    • Richard van den Berg, Fund Manager - Asia, M&G Real Estate

    Moderated by: Richard Lowe - Editor, IPE Real Assets
  • Is Diversification Dead? Recorded: Nov 25 2020 68 mins
    David Schofield - President, Intech International Division | Iheshan Faasee, Managing Director, Client Portfolio Manager
    Equity markets have been dominated by a handful of the largest stocks for several years. As a result, today’s cap-weighted indexes are nearing historical levels of capital concentration – and those few, dominant stocks wield a disproportionate influence over market returns. In a market driven by the behaviour of a handful of stocks, does a diversified approach to equity investing still make sense?

    In this webinar, the President of Intech’s International Division, David Schofield, and Iheshan Faasee, managing director and client portfolio manager, will discuss:

    • Are market stress indicators showing signs that a size reversal is ahead?
    • Can systematic rebalancing generate alpha over time?
    • What is a portfolio’s Excess Growth Rate, and how does it contribute to portfolio returns?
    • How does an optimized portfolio exploit the rebalancing premium?

    Presenters:
    • David Schofield - President, Intech International Division
    • Iheshan Faasee - Managing Director, Client Portfolio Manager

    Moderated by:
    • Brendan Maton, IPE
  • IPE D.A.CH-Webinar „Ausblick 2021: Asset Allocation in der Corona-Krise” Recorded: Nov 25 2020 75 mins
    Frank Schnattinger, Chefredakteur IPE D.A.CH
    Die Corona-Krise hält auch mehr als neun Monate nach dem Auftreten der ersten Fälle die Menschheit, Wirtschaft und die Kapitalmärkte weltweit in Atem. Während die Verwerfungen an den Kapitalmärkten zunächst kurzfristiger Natur waren, so stellt sich zum Jahresende 2020 für institutionelle Anleger die Frage, welche langfristigen Anpassung vor dem Hintergrund der aktuellen Ereignisse Sinn machen? Welche Assetklassen werden durch die Krise attraktiver, welche weniger attraktiv?

    Darauf wollen in unserem Webinar „Ausblick 2021: Asset Allocation in der Corona-Krise“ eingehen. Das Webinar findet am Mittwoch den 25. November von 13.30-14.45 Uhr statt. Beiträge kommen von LPX AG, Hérens Quality Asset Management und Degroof Petercam Asset Management



    AGENDA
    ---

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

    Alternatives in COVID – Understanding Investment Cycles in Crisis Markets: Case Studies from Private Equity and Infrastructure
    Dr. Michel Degosciu, Managing Partner
    LPX AG

    Quality Generated Performance – Wie Krisen bei den Unternehmen die Spreu vom Weizen trennen
    Diego Föllmi, CEO
    Hérens Quality Asset Management

    Ist Nachhaltigkeit relevant für Investitionen in Staatsanleihen?
    Ulrike Kaiser Boeing, Countryhead Schweiz
    Degroof Petercam Asset Management

    ---

    Q&A
  • IPE D.A.CH-Webinar „Ausblick 2021: Asset Allocation in der Corona-Krise” Recorded: Nov 25 2020 63 mins
    Frank Schnattinger, Chefredakteur IPE D.A.CH
    Die Corona-Krise hält auch mehr als neun Monate nach dem Auftreten der ersten Fälle die Menschheit, Wirtschaft und die Kapitalmärkte weltweit in Atem. Während die Verwerfungen an den Kapitalmärkten zunächst kurzfristiger Natur waren, so stellt sich zum Jahresende 2020 für institutionelle Anleger die Frage, welche langfristigen Anpassung vor dem Hintergrund der aktuellen Ereignisse Sinn machen? Welche Assetklassen werden durch die Krise attraktiver, welche weniger attraktiv?

    Darauf wollen in unserem Webinar „Ausblick 2021: Asset Allocation in der Corona-Krise“ eingehen. Das Webinar findet am Mittwoch den 25. November von 9.00-10.00 Uhr statt. Beiträge kommen von LPX AG und Degroof Petercam Asset Management


    AGENDA

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

    Alternatives in COVID – Understanding Investment Cycles in Crisis Markets.: Case Studies from Private Equity and Infrastructure
    Dr. Michel Degosciu, Managing Partner
    LPX AG

    Is sustainability relevant for investments in government bonds?
    Ulrike Kaiser Boeing, Countryhead Schweiz
    Degroof Petercam Asset Management

    Q&A
    ---
  • How to reconcile Defensiveness and Low Carbon Investing Recorded: Nov 19 2020 64 mins
    Eric Shirbini, Global Research and Investment Solutions Director, Scientific Beta | Brendan Maton, IPE
    Defensive equity strategies aim to protect investors during a crisis while also providing better risk-adjusted return compared to the cap-weighted index, through exposure to the Low Volatility risk factor. Scientific Beta has launched a new defensive strategy that aims to address two important drawbacks of traditional defensive offerings.

    • Traditional defensive solutions based on minimum volatility or low volatility strategies are unfortunately not truly defensive in periods of high market volatility, at a time when lower risk is needed most. To address this volatility risk, Scientific Beta provides a highly defensive strategy that targets a constant volatility equal to the strategy’s historical volatility by dynamically reducing the strategy’s market beta during periods of crisis when market volatility is elevated. This feature provides very strong capital protection compared to more traditional defensive strategies.

    • Traditional defensive strategies also suffer from high carbon exposure compared to a cap-weighted index because these strategies overweight low risk sectors such as utilities which include companies with a high carbon exposure. This high carbon exposes these types of strategies to climate risk. Scientific Beta offers its new defensive strategy with a sharp reduction in carbon exposure compared to traditional defensive strategies and cap-weighted indices without sacrificing the defensive properties of the strategy.
  • Innovation and Impact in Global Healthcare Recorded: Nov 18 2020 53 mins
    Michael Li, PhD, Senior Portfolio Manager | Kevin Lewis, CFA, CAIA, Senior Client Portfolio Manager, American Century Investm
    Did you know…

    • An estimated 80 million people will experience Dementia and Alzheimer’s in 2030.
    • An estimated 20 million people are expected to experience cancer Globally in 2030.

    Rising to meet these and other health care challenges,

    • The cost of sequencing a human genome has fallen to around $1,000 creating more opportunities for investigation of genetic diseases.
    • Access to medical care has improved with over 4 million telehealth visits held in 2019.
    • A patient is being operated on using one innovative company’s robotic assisted surgery system every 26 seconds leading to potentially better health care outcomes.

    Please join us for an interactive discussion on the global healthcare sector.

    Dr. Michael Li and Kevin Lewis will discuss why it is important to be looking at healthcare for long term investment opportunities and the innovation that is occurring. Dr. Li was one of the original researchers on the human genome project and will address the progress being made in the sector and why global healthcare stocks can serve an important portfolio impact role towards achieving SDG #3, ‘Good Health & Well-Being’.

    Presented by:
    Michael Li, PhD, Senior Portfolio Manager, American Century Investments
    Kevin Lewis, CFA, CAIA, Senior Client Portfolio Manager, American Century Investments

    Moderator: Brendan Maton, IPE
    --
    Please note this webcast is intended for institutional investors and investment professionals.

    American Century Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. American Century Investment Management (UK) Limited is registered in England and Wales
  • IPE D.A.CH-Webinar „ESG 2021 – Up to the next level?” Recorded: Nov 17 2020 75 mins
    Frank Schnattinger, Chefredakteur IPE D.A.CH
    Das Thema ESG ist gekommen um zu bleiben. Die umfassende und systematische Integration von Nachhaltigkeitskriterien in Strukturen und Prozesse wird institutionelle Investoren und ihre Asset Manager auch im Jahr 2021 begleiten. So sollen 2021 beispielsweise noch im ersten Quartal die nachhaltigkeitsbezogenen Offenlegungspflichten in Kraft treten und bereits im Dezember 2020 stehen die ersten beiden Umweltziele der EU-Taxonomie „Klimaschutz“ und „Anpassung an den Klimawandel“ für Ende 2021 vor der Verabschiedung durch die EU-Kommission. Dazu kommt eine zunehmende Auseinandersetzung mit dem ausgelösten Impact von einzelnen Investments.

    Wie können institutionelle Anleger auf diese Herausforderungen reagieren und welche Möglichkeiten bietet die Investmentbranche dies effizient in Portfolios umzusetzen. Darauf wollen in unserem Webinar „ESG 2021 – Up to the next level?“ eingehen. Das Webinar findet am Dienstag den 17. November von 14.00-15.15 Uhr statt. Beiträge kommen von State Street Global Advisors, RAM Active Investments und Boston Common Asset Management.

    AGENDA
    ---

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

    Erträge sichern, CO2 reduzieren – Das Klima im Investmentfokus
    Carlo Maximilian Funk, EMEA Head ESG Investment Strategy
    State Street Global Advisors

    Integration von neuen ESG Standards, Inputs und Ziele: die Vorzüge der künstlichen Intelligenz in Aktienportfolios (Long-Only & Long/Short)
    Emmanuel Hauptmann, Senior Portfolio Manager
    RAM Active Investments SA

    Delivering authentic impact in a commercial world
    Allyson McDonald, CEO
    Boston Common Asset Management

    Q&A
  • High yield debt expert panel Recorded: Nov 16 2020 71 mins
    Fraser Lundie, Federated Hermes | Donal Kinsella, Eaton Vance | Manuel Hayes, Mellon Corporation | Martin Hurst, IPE
    The specialist fields:

    Federated Hermes: Rethinking global high yield
    Eaton Vance: The future of high yield bond returns
    Mellon Corporation: Fallen angels

    The panelists:

    FRASER LUNDIE, CFA, Head of Credit, Federated Hermes
    Fraser joined the international business of Federated Hermes in February 2010 and is Head of Credit and lead manager on the range of credit strategies. Prior to this, he was at Fortis Investments, where he was responsible for European high yield credit.

    DONAL KINSELLA, FIA, CAIA, Institutional Portfolio Manager, Eaton Vance
    Donal Kinsella is a vice president of Eaton Vance Management (International) Limited and an institutional portfolio manager for Eaton Vance’s broad suite of credit strategies, focusing on global high-yield bonds and multi-asset credit. He is responsible for client and internal communications, and insights on investment strategy and portfolio positioning.

    MANUEL HAYES, Director, Senior Portfolio Manager, Mellon Corporation
    Manuel is a senior portfolio manager responsible for managing investment grade and high yield cash strategies. He actively works with credit researchers to develop new investment grade and high yield strategies. Additionally, Manuel has pioneered innovation in bond trading with “bond basket” trading to enable lower transaction costs, scalability and enhanced liquidity in the credit space.
  • UK real estate: A generational buying opportunity for investors Recorded: Nov 12 2020 61 mins
    Alex Price, Fiera Real Estate | Dugal Hunt, CBRE Global Investment Partners | Richard Rees, Savills (UK) Limited
    .
    – HOW TO CREATE VALUE IN UK REAL ESTATE –

    Between climate change, the effect of new technology, Brexit and COVID-19, UK Real Estate has never seen this scale of change in such a short period. Whilst this has created many challenges to sustain value in today’s market, there are opportunities arising and for those who adapt to them the long term looks very positive.

    Join Fiera Real Estate who will be discussing:

    • What opportunities are arising from these levels of unprecedented change and how has investors
    approach to UK real estate changed in response to these current events
    • How has COVID, Brexit and technology accelerated this rate of change
    • Where can the best risk adjusted returns be found in today’s market

    Fiera Real Estate will explain how it is putting its strategy into practice in its latest UK opportunistic fund, a closed-end real estate investment fund that launched in November 2019. This is the fifth fund in a series of funds, which has raised and deployed over £600m to date into UK real estate.

    The fund seeks to deliver a net 12-15% IRR and net 1.5x Eqm* through a focus on transitional strategies, targeting logistics development, residential land planning gain and PRS development and Grade A regional city office assets.

    *target rates are not guaranteed.

    Speakers:

    • Alex Price, CEO, UK
    Fiera Real Estate

    • Dugal Hunt, Region Head of UK
    CBRE Global Investment Partners

    • Richard Rees, Managing Director
    Savills (UK) Limited

    Moderator:
    • Brendan Maton, IPE

    Contact Us:
    For more information or to discuss the content of this webinar please do not hesitate to get in touch:

    E: Alex.price@fierarealestate.com
    W: fierarealestate.co.uk
  • The Risk Report: Analysis Reveals 6 Common Drivers of Unexpected Results Recorded: Nov 10 2020 69 mins
    Michael Hunstad, Ph.D., Head of Quantitative Strategies, Northern Trust Asset Management | Brendan Maton, IPE
    The number one question when portfolios don’t deliver outcomes as expected is ‘why?’ Over the past four years, Northern Trust Asset Management has individually partnered with institutional investors and consultants around the globe to help answer that very question. After examining more than 200 portfolios and 1,000 investment strategies totaling $200+ billion with a unique quantitative lens, six common drivers across all investor segments emerged.

    Join Michael Hunstad, Ph.D., Head of Quantitative Strategies, as he provides new insights gained from The Risk Report.

    Discussion includes:

    • Magnitude of uncompensated risks diluting excess returns
    • New perspective of the “cancelation effect”
    • The most common hidden risks with style tilts
    • Over diversification - when diversification backfires

    IMPORTANT
    This material is directed to eligible counterparties and professional clients 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. Simulated past performance and actual past performance is no guarantee of future results.

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

    ©2020 Northern Trust Corporation: 50 South La Salle Street, Chicago, IL 60603 USA
  • EM debt panel on SRI, Sovereign and Corporate Recorded: Nov 9 2020 66 mins
    Ophélie Mortier, DPAM | Warren Hyland, Muzinich & Co | Aaron Grehan, Aviva Investors | Martin Hurst, IPE
    The specialist fields:

    DPAM: Sustainability ranking of EMs
    Muzinich & Co: EM Corporate
    Aviva Investors: EM Sovereign

    The panelists:

    OPHÉLIE MORTIER, RESPONSIBLE INVESTMENT STRATEGIST, DPAM
    At investment level, Ophélie leads sustainability initiatives, projects and methodologies related to sustainable and responsible investment (SRI) and the integration of environmental, social and governance criteria throughout the investment process. In addition, she is in charge of environmental, social and governance (ESG) actions to ensure the sustainability of DPAM.


    WARREN HYLAND, PORTFOLIO MANAGER, EMERGING MARKETS, MUZINICH & CO
    Warren is a portfolio manager focusing on emerging markets credit and is the lead PM for the Emerging Markets Short Duration and the Emerging Market Debt Funds. He joined Muzinich in 2013.

    AARON GREHAN, DEPUTY HEAD OF EMERGING MARKET DEBT AND PORTFOLIO MANAGER, EM HARD CURRENCY, AVIVA INVESTORS
    Aaron joined the credit team in 2004 as a portfolio analyst before becoming an investment analyst in both the LDI FI and credit teams. Aaron is a CFA charterholder and holds the investment management certificate.
  • Fixed income is dying, long live residential! Recorded: Nov 4 2020 59 mins
    Dr. Mahdi Mokrane, Head of Investment Strategy & Research at PATRIZIA | Brendan Maton, IPE
    – Against a weak macro-economic environment, investment grade fixed income yields are and will remain ultra-low

    – Fixed income is now more a dying asset class than a no-brainer for asset allocators, and real assets offer investors higher yielding solutions

    – Thanks to superior cash flow characteristics and capital value preservation, diversified residential, in Europe in particular, is an excellent substitute for fixed income

    – There is a 250-300 basis point yield spread compared with an average ten-year government bond yield

    – With inflation concerns rising, residential is a good natural hedge thanks to explicit rental indexation

    – Looking ahead, European residential will emerge strongly from COVID-19

    – Post COVID-19, European residential markets offer investment opportunities across the risk spectrum … but investors need to rely on experienced and well-resourced managers to reap the benefits of this large market
  • The modernisation of the European bond market Recorded: Nov 2 2020 48 mins
    Natacha Blackman, Product Strategist, Fixed Income ETFs, BlackRock | Sri Masabathula, Product Specialist, Indices, IHS Markit
    For Professional/Qualified Clients and Qualified Investors only

    Change is in the air. As the European bond market structure continues to evolve in response to changes in regulation, technological advances and shifting investor behaviour, the influence of UCITS fixed income ETFs within the bond market ecosystem is growing.

    We believe fixed income ETFs may help lead the way, as they are enabling technology in modernising European bond markets and are becoming a tool of choice for many investors.

    Join Natacha Blackman, Product Strategist covering fixed income ETFs at BlackRock and Sri Masabathula, Product Specialist, Indices at IHS Markit, as they discuss the structural change driving the future of European bond markets.

    Presented by:
    – Natacha Blackman, Product Strategist, Fixed Income ETFs, BlackRock
    – Sri Masabathula, Product Specialist, Indices at IHS Markit

    Moderated by:
    – Brendan Maton, IPE

    CAPITAL AT RISK. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested
  • Climate Benchmarks: How can indexes help meet your climate objectives? Recorded: Oct 27 2020 51 mins
    Véronique Menou, Executive Director, Head of ESG Indexes EMEA | Kumar Neeraj, Executive Director, Index Research, MSCI
    Institutional investors seeking to address climate change indicate they are aiming to mitigate transition and physical risks, capture opportunities and align with the Paris agreement. Investors require data and analytics to help them identify climate risks and opportunities, but how do climate indexes fit into this fast-evolving picture? Join MSCI and IPE to explore the developments in policy, technology, data and disclosure that have seen a significant shift in the evolution of climate indexes

    EU Sustainable Finance Action plan: A new era of climate indexing and index-based products
    - How has policy shaped climate index standards?
    - What are the minimum standards to be PAB or CTB compliant?
    - What are the next steps in terms of the EU Benchmark regulation?


    How can indexes support institutional investor climate objectives?
    - Align with 1.5° scenario
    - Reduce exposure to climate transition & physical risk
    - Increase exposure to green opportunities
    - Decrease carbon footprint using scope 1,2 & 3 emissions
    - What’s the performance and trade-offs?


    Climate indexes in practice
    - How are institutional investors using climate indexes?
    - Common approaches and new applications


    Presented by:
    Véronique Menou, Executive Director, Head of ESG Indexes EMEA, MSCI
    Kumar Neeraj, Executive Director, Index Research, MSCI

    Moderated by:
    Brendan Maton, IPE
  • Adapt or depart: the mega trends shaping tomorrow’s retirement industry Recorded: Oct 26 2020 58 mins
    Hani Kablawi, BNY Mellon | Richard J Tomlinson, LPPI | Andrew Parry, Newton Investment Management | Brendan Maton, IPE
    Join us as we explore the mega trends shaping the future of the retirement industry and discuss how plans can best prepare themselves for the road ahead.

    Hani Kablawi, Chairman of International at BNY Mellon, Richard J Tomlinson, Chief Investment Officer at LPPI, and Andrew Parry, Head of Sustainable Investment at Newton Investment Management, alongside IPE’s Brendan Maton, will explore the evolution of the following themes:

    · CONSOLIDATION: Consolidation continues at pace across Europe and will result in fewer, larger entities with more complex and bespoke needs. How can plans meet new demands around data management, investment oversight and reporting?

    · ESG INVESTING: As retirement plans integrate ESG more deeply into their investment strategies, how is the industry overcoming challenges related to insufficient and incomparable data?

    · RISE OF THE INDIVIDUAL INVESTOR: With DC assets set to grow significantly and individuals increasingly responsible for making investment decisions themselves, what steps can plans take to adapt to the new reality?

    Speakers:
    - Hani Kablawi, Chairman of International, BNY Mellon
    - Richard J Tomlinson, Chief Investment Officer at LPPI
    - Andrew Parry, Head of Sustainable Investment at Newton Investment Management

    Moderator:
    - Brendan Matson, IPE
  • The key role of the office in a changing working environment Recorded: Oct 22 2020 57 mins
    Aldo Mazzocco and Nicholas Garattini - Generali Real Estate | Alberto Agazzi - Generali Real Estate SGR | Brendan Maton, IPE
    COVID-19 required most countries to impose lockdowns as a way to limit contagion. This forced companies to widely and quickly embrace remote working solutions for their workforce. During the emergency period, offices have thus been largely underused, creating some debate about their usefulness in an attempt to reduce company overhead costs.

    But what has been the effect of remote working on the workforce productivity, creativity and energy? Coping with living arrangements and with the way tasks are performed from home is significantly influencing productivity. Extended remote working is reducing energy levels among teams and making it difficult to train junior resources and live the company culture.

    This is why companies, when developing medium term plans, are more cautious in discussing dismantling offices, as they represent an irreplaceable working tool. Human interactions are needed for most of business and roles, and there are some tasks with no or very limited possibility to be efficiently performed remotely.

    In the post COVID-19 world, remote working could be integrated as a component of office life, generating two different forces. The first involves corporates reducing their footprint, decreasing the number of premises (where possible) and requesting staff to spend fewer days in the office. The second involves providing more space per capita as social distancing, employee safety and wellbeing will re-gain importance.

    In this context, investors and investment managers need to re-adapt their strategy according to the final user: the corporate tenant and its own way of working.

    With our guest speakers from Saint-Gobain and Boston Consulting Group (tenants in the Generali Real Estate portfolio), we will discuss the policy that the company is currently adopting to balance safety, wellbeing and productivity. We’ll also talk about how the office will need to transform in order to stand the new challenge and way of work demanded by tenants and the job market.
  • Addressing climate change in fixed income Recorded: Oct 16 2020 61 mins
    Hannah Skeates, Wells Fargo Asset Management | Thomas Lyons, Global Credit Research | Henrietta Pacquement, WFAM Global Fixed
    – THE IMPORTANT ROLE OF CREDIT ALONG THE PATH TO NET ZERO –

    Climate transition - not just an equity story.

    Significantly bigger than public equities as an asset class, fixed income is essential to funding the transition to a net-zero carbon, sustainable economy. Drawing on our global fixed income research and analysis capabilities, WFAM is looking to meaningfully advance progress in this area, in support of investors and asset owners.

    Our Panel will be offering their perspectives on:

    – How the response to climate change is driving a profound transition in our global economy
    – How investors can go beyond basic portfolio decarbonisation techniques
    – How active management of fixed income portfolios can be used to facilitate specific carbon goals, with awareness of both carbon intensity reductions and forward-looking views on corporates’ abilities to align with a net-zero future
    – Why engagement shouldn’t be left to equity shareholders alone

    Speakers:
    – Hannah Skeates, Co-head, Sustainable Investing, Wells Fargo Asset Management
    – Thomas Lyons, Senior Investment Analyst, Head of Climate Investment Research, Global Credit Research
    – Henrietta Pacquement, CFA, Senior Portfolio Manager, Head of Investment Grade – Europe, WFAM Global Fixed Income

    Moderator: Brendan Maton, IPE
  • Build to Rent: the resilience of the sector in a Covid-19 world Recorded: Oct 15 2020 66 mins
    Dan Batterton, Senior Fund Manager, L&G UK Build to Rent Fund and Rob Martin, Director of Strategy & ESG | Brendan Maton, IPE
    Tune in to this webcast to hear LGIM's market experts talk about the resilience of the Build to Rent (BTR) cash flow in a Covid-19 world drawing on data from the L&G portfolio over the last six months. They will also discuss how social impact is playing an ever important role.

    IPE’s Brendan Maton, will be quizzing Dan Batterton, Senior Fund Manager, L&G UK Build to Rent Fund and Rob Martin, Director of Strategy & ESG on:

    1. What does BTR deliver to an investment portfolio?
    2. Income resilience during the Covid-19 crisis
    3. The positive social and environmental impact BTR can deliver
    4. How will the sector evolve and mature?
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: IPE D.A.CH-Webinar „ESG 2021 – Up to the next level?”
  • Live at: Nov 17 2020 1:00 pm
  • Presented by: Frank Schnattinger, Chefredakteur IPE D.A.CH
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