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Minimum Variance Indices

Minimum Variance Indices have multiple usages for investors as part of their asset allocation:
• Indices provide a portfolio with lower volatility (i.e. risk) but with full exposure to relevant equity markets.
• Minimum Variance portfolios use less risk budget available to investors.
• Due to efficient portfolio construction no “overspending” of risk in relation to achievable return.
• Shortcomings and structural performance deficits of market cap weighted indices are mitigated through alternative weighting mechanism.

STOXX+ Minimum Variance Indices have been developed in collaboration with Axioma, a leading provider of portfolio constructions tools and risk models. Axioma provides the fundamental factor model used to calculate the rebalancing portfolios.

Multiple index versions to cater for a broader investor base
• Create a stand-alone minimum variance strategy index family (unconstrained version)
• Create a minimum variance improvement on market-cap. weighted benchmarks (regular version)

Unconstrained index version is a novelty and offers the following benefits:
• Full optimization to minimize risk
• With only very basic constraints, there is the freedom to provide increased optimality in resulting portfolio
• Resulting portfolio might have a bias towards certain properties (specific factor, geography etc.) as the aim is purely to minimize variance
• The freedom is expected to provide lower risk
Recorded Jun 12 2012 60 mins
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Presented by
Brendan Maton
Presentation preview: Minimum Variance Indices

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  • Capturing the Carbon Opportunity - The New Frontier in Forestry Investment Feb 11 2021 1:00 pm UTC 75 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.
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    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:
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    David Gardner, CIO, Forestry - Gresham House
    Lea Dubourg-Hrachovec, Portfolio Manager Alternatives - Pension Protection Fund
    Simon Whistler, Senior Specialist, Investment Practices - PRI

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    This could be Japan’s decade. After twenty years as a Cinderella market, Japan is being rediscovered by its own investors and foreigners as a platform to invest in Asia, and for the changes the country is going through. The iPhone, the Electric Vehicle, renewable energy, are just some global themes which have allowed Japanese equity active funds quietly to outperform even the S&P 500 over several years. Comgest’s long presence in Japan and work with local investors has given us a framework to identify the small sub-set of listed companies that best represent the quality, long-term growth opportunities of this broad, deep and unknown market.
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    Frank Schnattinger, Chefredakteur IPE D.A.CH
    Andre Voinea, Leiter deutschsprachige Regionen, HANetf

    Gold ist hoch im Trend, doch worauf müssen institutioneller Anleger bei der Produktauswahl achten? Ob Coronavirus, anhaltenden Geldlockerung oder geopolitische Unsicherheiten. Es gibt heutzutage viele Gründe, warum Anleger in Gold investieren. Gold ETPs sind dabei eines der beliebtesten Instrumente mit einem weltweit verwalteten Vermögen von über 200 Mrd. US-Dollar.

    Für Anleger stellt sich die Frage: spielt es eine Rolle, welchen ETP ich nutze, oder ist Gold am Ende einfach Gold? Der Teufel steckt dabei im Detail. In unserem Webinar besprechen wir die wichtigsten Aspekte, die Sie bei der Produktauswahl beachten sollten.
  • Investing in China with an ESG lens: How technology can enhance ESG decisions Jan 27 2021 10:00 am UTC 75 mins
    Sau Kwan, E Fund Management | Ronald van Dijk, APG Asset Management | Claudia Kruse, APG Asset Management | Chris Liu, E Fund
    2020 has been a challenging year on many fronts. As many countries continue to grapple with the economic fallout from the Corona Virus pandemic, one global theme to emerge and grow in importance is sustainable responsible investing and the incorporation of ESG practices into the investment process.

    Whilst many of the developed markets continue to face challenges caused by the pandemic, the swift economic recovery in China continues and as business returns to a new normal, the interest and attention of the global investor community is now focused on accessing these growing opportunities which the Chinese market offers.

    Whilst global capital searches for yield in new markets, a key issue that investors face is the difficulties of integrating ESG when investing in a young, diverse market like China.
    Whilst this process maybe firmly imbedded in their home markets of global investors, the challenge of investing in the Chinese market can provide a challenge.

    With advances in technology, including AI and Machine Learning we examine how to effectively support the ESG integration and investment decision making process in the Chinese market.

    Please join our webcast to hear how experts from one of Europe’s leading pension fund APG and China’s largest asset manager E Fund have developed a partnership to confront these challenges.

    • Sau Kwan, President, E Fund Management
    • Ronald van Dijk, Deputy Chief Investment Officer and Head of Quant Strategies, Managing Director, APG Asset Management
    • Claudia Kruse, Managing Director Global Responsible Investment & Governance, APG Asset Management
    • Chris Liu, ESG Analyst, E Fund Management

    • Martin Hurst, IPE

    Please email us at efundservice@efunds.com.cn with any questions or enquiries.
  • How can Core Real Estate Investors have a positive impact on Climate? Jan 20 2021 3:00 pm UTC 75 mins
    Laurent Ternisien & Nehla Krir, BNP Paribas | Prof.dr. Dirk Brounen, Tilburg University | Rodney Zimmerman, a.s.r Real Estate
    The real estate sector has a pivotal role to play in tackling the climate challenge with the sector being responsible for 39% of all global Greenhouse Gas Emissions (GhG), according to the World Green Building Council.

    While Impact Investing Strategies have mainly been focusing on Social impact within the real estate industry, this webinar aims at discussing how Core European Real Estate strategies can deliver a positive and measurable climate impact by focusing on the existing stock. Several key objectives in terms of reducing GhG emissions will be addressed in the context of the 2015 Paris Agreement.

    During the webinar, the different levers that real estate investors may have will be discussed, as well a specific reporting frameworks that can be envisaged to quantify the investor positive impact on assets and to measure the success of reducing GhG emissions and contribution to the low carbon transition.


    - Laurent Ternisien, Chief Client Officer of BNP Paribas REIM Intro
    - Prof.dr. Dirk Brounen, CCREM, Professor of Real Estate Economics, Tilburg University
    - Rodney Zimmerman, Head of Investment Partners of a.s.r Real Estate
    - Nehla Krir, Head of CSR & Sustainability of BNP Paribas REIM
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  • China Green Bonds and High Yields: Investing with certainty in 2021 Recorded: Jan 14 2021 68 mins
    Dr Sean Chang & Grace Ng, Ping An of China Asset Management (Hong Kong) | Brendan Maton, IPE
    China’s economic recovery broadened at the end of 2020 as both retail sales and industrial production growth accelerated, and should be the only G20 country to record positive growth in 2020. What’s more, as the second largest bond market in the world, China is now putting more and more efforts to open up its financial markets to foreign investors.

    In a world in which a huge portion of the highest quality fixed income has dropped into negative yield territory, it is critical for institutional investors to re-evaluate their positioning now if they want to invest with some certainty in an uncertain era.

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    – Dr Sean Chang, Head of Fixed Income and Cash Management, Ping An of China Asset Management (Hong Kong)
    – Grace Ng, Director - Fixed Income Portfolio Manager, Fixed Income and Cash Management, Ping An of China Asset Management (Hong Kong)

    Moderator: Brendan Maton, IPE
  • Renewables are not enough – infrastructure in a post COVID world Recorded: Jan 12 2021 66 mins
    Ingrid Edmund, Senior Portfolio Manager, Columbia Threadneedle | Thora Frost, Senior Manager Green Finance, Carbon Trust
    Infrastructure is associated with tangible assets providing essential services, delivering stable and predictable cash flows. Covid-19 has highlighted the critical role of infrastructure to our societies and economies, but has also brought such disruption in a short period that will have longer lasting effects than ever before. For investors, it has been a lot more challenging to invest whilst taking a view for the next 20 to 40 years.

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    Our conviction is the answers to these questions lies, to a great extent, in the way that ESG is integrated into the investment approach. ESG integration is a dominant theme today and there’s no doubt that infrastructure has been an asset class that recognised the interaction of social and environmental risks and impacts on the financial outcomes earlier than others. However, now is the time to take ESG integration to the next level.

    Much focus to date has been explicitly on the environment and the threat of climate change. This has led to a welcome surge in renewable energy investment. Social has been the “poor” cousin in ESG. Covid-19 has proven, in a very short period, that Green should not be a trade-off vs Social & Sustainability. All can flourish going forward. Furthermore, if we are to ever meet the net zero- and 1.5-degree pledges under the Paris Agreement, more needs to be done than generate green energy. Infrastructure sectors, which deliver critical social and economic benefits, such as transportation, energy infrastructure, heating and digital are in critical need of decarbonization, thus more investment is needed. Investors have an unprecedented opportunity to make a significant social impact and decarbonize our economy, whilst generating alpha and future-proofing returns.
  • Driving Impact and Integrating ESG through Quantitative Strategies Recorded: Dec 10 2020 68 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

    The information in this presentation is provided for informational purposes only and does not constitute a solicitation for any product or service offered by Los Angeles Capital or any of its affiliates (the “Firm”). This material is distributed with the understanding that Los Angeles Capital is not rendering any accounting, legal or tax advice. The views expressed herein are those of the webinar presenters and do not reflect the opinion of Firm. Such views may not be suitable for all investors. You should consult with your independent advisors concerning such matters. Please also see the Firm’s Legal/Privacy notice on Los Angeles Capital’s website. Clients of the Firm may maintain positions in the securities discussed in this presentation. The presentation slides were prepared in December, 2020 and have not been updated since that time.
  • Sind Kryptowährungen eine geeignete Anlageklasse für institutionelle Anleger? Recorded: Dec 9 2020 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.


    • 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?

    • 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


    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


  • 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


    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

  • 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.


    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

  • 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

    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.


    • Alex Price, CEO, UK
    Fiera Real Estate

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

    • Richard Rees, Managing Director
    Savills (UK) Limited

    • 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

    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:

    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 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 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.
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: Minimum Variance Indices
  • Live at: Jun 12 2012 9:00 am
  • Presented by: Brendan Maton
  • From:
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