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.

Asset owners face heightened regulatory pressure and increased expectations to incorporate financially-material ESG factors into their investment decision making and engagement with companies.

Join us on January 26th to learn how AI and technology fit into the big picture, and what solutions they offer to help investors navigate regulatory uncertainty and data challenges. Key topics include:

● Cut Through the Data Noise: Building sustainable portfolios requires high-quality metrics. How do investors find the right information to make better decisions?
● Close the Reporting Gap: SFDR & EU Taxonomy require investors to make specific sustainability disclosures. We explain where to start and how to expand coverage to enable more comprehensive reporting.
● Understand Estimations: Using machine learning to expand the coverage and comply successfully. What is the process, and how reliable is AI?
● Discern the Value of Technology: Understand what Clarity AI can provide as the only digital-native sustainability tech platform which easily integrates directly into any workflow.

Speakers:
● Clarity AI: Angel Agudo, VP of Product & Member of the Board
● Manaos: Patrice Hidding, CEO
● Aladdin Sustainability (BlackRock): Anders Rox Hansen, Managing Director

Moderator:
● Brendan Maton

4 Reasons Why Asset Owners Need to Embrace ESG via Technology in 2022

Next Energy Capital: Giulia Guidi, head of ESG
DPAM: Gerrit Dubois, Responsible investment specialist
Trillium Asset Management: Elizabeth Levy, Head of ESG Strategy

Giulia Guidi of Next Energy Capital will present and take questions on the subject of sustainable energy infrastructure at our upcoming ESG expert panel webcast on 24 January 2022. Specifically she will talk about what ESG means for a solar PV and Renewable Energy infra investors; What a good ESG process should have (how good looks like); How to balance between materiality and the increased mandatory reporting requirements.

Elizabeth Levy of Trillium Asset Management will speak regarding the Net Zero Asset Managers (NZAM) initiative, which is an international group of asset managers committed to supporting the goal of net zero greenhouse gas emissions by 2050 or sooner, and explore how it will affect investment portfolios. Elizabeth will also highlight the importance of shareholder advocacy, and discuss how asset managers can engage with companies held in their portfolios to press for positive change on ESG policies, performance, or impact.

Gerrit Dubois of DPAM: Changing the business paradigm – focus on the “E” of ESG. More detail to be provided in due course.

ESG: Deep dive with three expert speakers

Global economies are showing signs of recovery as people adapt to living alongside COVID-19, and attention is shifting to what after-effects we face. Considering this backdrop together with the climate crisis, we believe the real estate investment market is entering a new era in which investors may need to be increasingly proactive.

Join Tony Brown, Head of M&G Real Estate, and Jose Pellicer, Head of Investment Strategy, as they discuss some of the challenges and opportunities that real estate investors might need to consider, as we step into 2022.  

Key areas of focus include: 

• What inflationary pressures could mean for real estate
• ESG implications in ‘The year of net zero planning’ 
• The potential value opportunity in parts of the retail property market

Global Real Estate Outlook: Finding value in a new era

The UN Sustainable Development Goals (SDGs): What are they – and aside from reporting and regulation, how do you integrate SDGs into asset allocation and portfolio construction?

Join analytics and index provider Qontigo and APG on behalf of the Sustainable Development Investments Platform (SDI AOP) for this webinar, where we will cover topics including:

+ Where SDGs fit in the landscape of responsible investing
+ The importance of SDGs in portfolio construction
+ Building customized indices integrating ESG criteria with risk budget and performance-related objectives
+ Real life applications of the SDI AOP data
 
About SDI AOP
Comprised of APG, AustralianSuper, British Columbia Investment Management Corporation and PGGM, the SDI AOP provides a common language and data source for investments into SDGs. Powered by artificial intelligence from Entis combined with human intelligence, the data is available through Qontigo.

About APG
As the largest pension provider in the Netherlands APG is responsible for the pensions of 4.7 million participants. APG provides executive consultancy, asset management, pension administration, pension communication and employer services. We work for pension funds and employers in the sectors of education, government, construction, cleaning, housing associations, sheltered employment organizations, medical specialists, and architects. APG Asset Management manages approximately €613 billion (July 2021) pension assets.

About Qontigo
Qontigo is a leading global provider of innovative index, analytics and risk solutions that optimize investment impact. Qontigo enables its clients—financial-products issuers, asset owners and asset managers—to deliver sophisticated and targeted solutions at scale to meet the increasingly demanding and unique sustainability goals of investors and worldwide. Part of the Deutsche Börse Group, Qontigo was created in 2019 through the combination of Axioma, DAX and STOXX.

Beyond Reporting: UN SDGs for the Investment Case

1. Spotlight on Natural Capital and going under the canopy of Sustainable Forestry
2. The benefits of long term lock up of carbon and substitution impact  
3. Our approach to building a global portfolio  

Presented by: 
Olly Hughes, Managing Director, Forestry - Gresham House David Gardner, CIO, Forestry - Gresham House 
Christophe Lebrun, Head of Forestry, Real Assets - AXA IM - Real Assets  

Moderator: Brendan Maton

Grow Back Greener: The 3 things you need to know about Sustainable Forestry

For investors seeking exposure to non-rewarded risk factors, such as macroeconomic factors, Scientific Beta offers a new suite of macro indices designed to capture the equity risk premium with additional exposure to unexpected shocks or the surprises of targeted macro factors.
 
In this webinar we present Scientific Beta’s equity inflation indices, the first in a series of macroeconomic factor indices, that provide long-term equity performance with additional inflation protection compared to a traditional cap-weighted equity index. Their high liquidity makes them ideal candidates as a replacement of cap-weighted indices in a multi-asset portfolio. We also present equity indices targeting further macro variables (interest rates, term spread, credit spread).
 
Topics covered include:

· Reliable measurement of macroeconomic exposure (role of robust statistics and forward-looking information)
· Building dedicated macroeconomic portfolios that lead to stronger targeted macro exposures compared to a factor or sector allocation approach
· The financial characteristics of highly liquid investable inflation indices that can offer better protection against inflation surprises than a simple cap-weighted index
· Beyond inflation: Protecting portfolios against surprises in the interest rate, term spread, and credit spread.

Protecting your Equity Portfolio against Inflation and other Macro Surprises

Against a backdrop of net zero pledges, the ESG landscape in Asia is evolving rapidly driven by a supportive regulatory environment, surging demand, a sharpened focus on societal issues and the imperatives of climate risk. Murray Collis, Deputy CIO Fixed Income Asia ex-Japan, and lead portfolio manager of the Sustainable Asia Bond Strategy share his thoughts on how Asia’s growing sustainability drive can unlock compelling investment opportunities for fixed-income investors. While Eric Nietsch, Head of ESG Asia, discusses the region’s move towards a sustainable future and the importance of engagement. The discussion will be moderated by Thierry Taglione, Managing Director, Head of Client Portfolio Management Team, Asia and will include a live Q&A. 

Presented by:
• Murray Collis, Deputy Chief Investment Officer, Fixed Income, Asia ex-Japan
• Eric Nietsch, Head of ESG Asia
• Thierry Taglione, Managing Director, Head of Client Portfolio Management Team, Asia

Sustainable investing in Asia is gathering pace

This webinar introduces a revolutionary approach to benchmark closed-ended fund performance using the power of the EDHECinfra data to address all the shortcomings of contributed fund data.   

• The track record of core, core+ and opportunistic strategies across sectors that go back more than 2010 vintages.  
• The drivers of infra fund performance 
• Analytics: Direct alphas, PMEs, fee drag and more

Benchmarking infrastructure fund strategies

3 experts, 3 angles, followed by panel discussion.  

DPAM: The core of our active strategy is the search for undervalued bonds and attractive yields within the global and European High Yield markets. We use a conviction-based fundamental bottom-up approach and a top-down macro-economic analysis, which we combine with an ESG focus.  

Artemis Investment Management: We will discuss the opportunity in investing on a truly active basis in Global High Yield. We will cover the importance of active management in terms of high yield return dynamics, index composition, and avoiding a backward looking approach to ESG risk management.  

TCW: We will focus on our value-based approach to manage credit risks through the cycle, meaning: 
(1) Generating an efficient risk/return profile by using a disciplined cost averaging approach to… 
(2) patiently position for inflection points in High Yield which are often violent and illiquid while... 
(3) minimising credit losses through a disciplined asset-based lending philosophy  

The expert speakers: 

• Bernard Lalière, head of high yield, DPAM A professional with more than 23 years of experience, Bernard co-managing DPAM’s Global and European high yield strategies since then.  

• Jerry Cudzil, specialist portfolio manager and head of credit trading, TCW.  Jerry oversees the Fixed Income group’s trading of investment grade corporate bonds, high yield bonds, leveraged loans and credit derivatives.  

• David Ennett, fund manager, Artemis Investment Management David joined Artemis in February 2019 from Kames Capital, where he was head of high yield.

High Yield Debt: Three experts present

The UK energy sector is in a once in a lifetime transformational change for the better.  The climate crisis has emphasised the need for investment in renewable energy technologies to put an end to the reliance on fossil fuels. And it’s not just electricity generation that’s in transformational change, it’s adjacent sectors like transportation and home heating. It’s an “Energy Transition”. At Octopus, we believe there is a huge opportunity to unblock investment in the Energy Transition by building bespoke portfolios of renewable energy assets and wider Energy Transition technologies at scale across multiple assets, technologies and countries to create better outcomes for our investors.  

Why should you attend? 

This webcast will dig deep into the key trends shaping the renewable energy sector. Our speakers will be discussing:

• The energy transition 
• Power price risk 
• Asset risk and return profiles

Sunshine on a rainy day: the Octopus Renewables (re)mix

From bonds to equities, real assets and alternatives, Northern Trust Asset Management’s forecasts and return expectations will help guide your asset allocation decisions. Join our chief investment strategists and get an inside look into our new Capital Market Assumptions research. 

Key topics include:

• The six investment themes that will shift the market landscape
• Our five-year asset class return expectations
• What this means for investors’ asset allocation and portfolio

Presented by: Jim McDonald, Chief Investment Strategist and Wouter Sturkenboom, Chief Investment Strategist, EMEA & APAC at Northern Trust Asset Management

Moderator: Brendan Maton

IMPORTANT INFORMATION
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. This information is obtained from sources believed to be reliable, and its accuracy and completeness are not guaranteed. Information does not constitute a recommendation of any investment strategy, is not intended as investment advice and does not take into account all the circumstances of each investor. Opinions and forecasts discussed are those of the author, do not necessarily reflect the views of Northern Trust and are subject to change without notice.

The Next Five Years: What Investors Can Expect

The renewables industry is going through a period of unprecedented growth benefiting from ever increasing attention from governments, the public and investors. However, in order for this growth to continue there are a number of key challenges that need to be addressed by the industry to ensure that the ultimate Net Zero target is realistic. In addition there are a number of key enablers that must be encouraged to sustain the current momentum enjoyed by the sector.

Sean Maguire from Impax Asset Management and DLA Piper’s Natasha Luther-Jones discuss some key themes in this area including:

• What are the growth barriers that concern renewable project developers and investors the most?
• What must Governments and Regulators do to maximise the impact the renewables industry can have on the climate change issue?
• How big an impact can the corporate PPA world have on generation capacity deployed?
• The role of storage, charging and hydrogen in addressing the renewable intermittent generation challenge?

Presented by:
– Seán Maguire, Managing Director, PE/Infrastructure, Impax Asset Management
– Natasha Luther-Jones, Global Co-Chair of Energy and Natural Resources, International Head of Sustainability & ESG, DLA Piper

Moderator: Brendan Maton

Sustaining Renewable Generation Growth – Key Enablers & Challenges

Over the third quarter, we have seen a change in mood from central banks as inflation is expected to be more persistent into 2022, and concerns over the spillover effects of defaults in the property sector in China. Credit Fundamentals earnings and access to capital remain plentiful for the majority of borrowers which suggests the credit cycle is not as mature as current valuations might suggest.
 
Throughout the webcast, Global Head of Fixed Income, Jim Cielinski and Portfolio Manager, James Briggs discuss the latest implications of the credit cycle throughout the pandemic.

Covid and the Credit Cycle

Securities finance can play a strong role in helping institutional asset owners to make their portfolios more efficient and enhance alpha generation. While there are a number of options to consider, these may be difficult to navigate when approached as stand-alone solutions.

Join our webcast with Northern Trust to explore how a holistic approach to a pension fund’s financing, liquidity and collateral needs can help optimize their portfolios while responding to increasing regulatory complexity.

The webcast will cover:

• Key considerations to achieve an integrated securities finance framework 
• Emerging trends and industry best practices – including regulatory impacts
• How implementing an immediate and long-term securities finance strategy can boost overall portfolio outcomes 

Presented by:

• Dane Fannin, Global Head of Securities Finance, Northern Trust
• Judson Baker, Securities Finance and Collateral Product Manager, Northern Trust
• Moderator: Brendan Maton

Securities Finance: The Pursuit of Portfolio Optimization

It’s about how we act, not just how we invest.
 
Whether it’s equity of pay, inclusiveness of the workplace or the diversity of the investment approach, DE&I has become a key metric across the industry with investors rightly increasing pressure on fund managers.

Join Nuveen’s Amy O’Brien with guest speaker Marisa Hall, Co-Head of Willis Towers Watson’s Thinking Ahead Institute, to delve deeper into this issue as they consider a range of topics, including:

– How is DE&I defined and measured?
– Are investors really walking away from funds that lack DE&I?
– How can investors assess DE&I’s impact on performance?
– Is the emphasis between DE&I changing?

Presented by:
Amy M. O'Brien, Global Head of Responsible Investing, Nuveen
Marisa Hall, MSc, FIA, Co-Head of the Thinking Ahead Institute, Willis Towers Watson

Moderator: Brendan Maton

Diversity, equity & inclusion across asset management

Infrastructure debt has been one of the most attractive asset classes with allocations increasing year on year. As we look set to continue in a low-rate environment following current economic instability, the consistent yield of infrastructure debt, in particular junior/mezzanine infrastructure debt, along with its defensive nature, continues to be highly sought. 

Alongside positive market dynamics, the investible universe is also expanding, with Asia representing an increasingly attractive geography for private debt. While North America and Europe continue to be key, together accounting for 91% of the global private debt market, the industry in Asia Pacific has grown significantly over the past five years and the region’s AUM now stands at $59bn as of September 2020, up 181% from 2016.   

This webcast will explore:

• Why infrastructure debt: Benefits of investing in the asset class 
• How Infrastructure Debt, specifically mezzanine/junior, fits as a key part of an infrastructure and private credit portfolio 
• Managing the impact of Covid-19: Infrastructure Debt as a consistent and stable strategy in unstable times
• Market trends influencing sector opportunities in infrastructure debt through a sustainability lens
• Private infrastructure investment into the Asia-Pacific region: an untapped investment opportunity

Presented by:
– Roopa Murthy - Partner, Infrastructure Debt, AMP Capital
– Simon La Greca – Partner, Head of Infrastructure Debt Asia, AMP Capital

Moderator: Brendan Maton

Infrastructure Debt: The Risk Return sweet spot?

Wird Asien in Zukunft stärker in den Portfolios institutioneller Investoren vertreten sein? Langfristig dürfte diese Frage ganz klar mit einem „ja“ zu beantworten sein. Knapp zwei Jahre nach dem Ausbruch von Covid-19 ist Asien stärker und einflussreicher denn je auf die Weltbühne zurückgekehrt, sodass sich das globale wirtschaftliche Gravitationszentrum immer mehr in diese Richtung verlagert. Ein Umstand der zuletzt auch die USA offensichtlich immer nervöser macht. Dennoch haben jüngst die Geschehnisse um Evergrande und den chinesischen Immobilienmarkt zu einer deutlich gewachsenen Vorsicht bei Investoren und dem Thema China/Asien geführt. Auch die Eingriffe der Regierung in andere Sektoren haben für Irritationen gesorgt.

Im Rahmen unseres Webinars „Asien im Fokus“ wollen wir einen genaueren Blick in die Region werfen und Chancen und Risiken in den Assetklassen Aktien und Fixed Income abwägen. Das Webinar findet am Mittwoch den 27. Oktober 2021 von 10.00 bis 11.15 Uhr statt. Beiträge kommen von Eastspring Investments und T. Rowe Price. Dr. Giuseppe Ballocchi, langjähriger Governor des CFA Institute wird zudem in seiner Keynote das Verhältnis von China und Japan sowie die Auswirkungen auf die Region unter die Lupe nehmen.


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

---
Keynote: Economic and geopolitical relations between Japan and China and the impact for Asia
Dr. Giuseppe Ballocchi, CFA, is Partner at Alpha Governance Partners, a former Governor of CFA Institute and a member of CFA Institute’s Future of Finance Content Council. He also represents CFA Institute on the IFRS Advisory Council
---

The case for an Asia Credit Allocation
Dr. Michael Ganske, CFA, Portfolio Specialist in the Fixed Income Division at T.Rowe Price
---

Is China on the cusp of a great leap forward or at risk of stealing defeat from the jaws of victory? 
Ken Wong is Client Portfolio Manager with Eastspring Investments.
---
Q&A

IPE D.A.CH-Webinar „Asien im Fokus”

The world’s publicly listed companies are running out of time to reach net-zero. Listed companies have less than six years to avoid breaching a key global-heating threshold unless they dramatically drive down emissions of carbon and other greenhouse gases, according to the latest Net-Zero Tracker, a quarterly report from MSCI. 

Companies must dramatically accelerate climate action to keep global warming this century to no more than 1.5°C, the limit scientists say the planet must achieve to avoid the worst impacts of a warming climate.

Join thought leaders from MSCI ESG Research on October 26 for insights into the progress companies are making toward net-zero and information investors can draw on to inform decision-making. The session will address how investors are:

• Assessing the progress of listed companies toward global climate goals 
• Measuring the temperature of investments
• Spotting climate leaders and laggards in every industry 
• Putting portfolios on a net-zero pathway

The session will also address the need for strong targets and timeframes to reach net-zero.

Speakers:
- Meggin Thwing Eastman, Global ESG Editorial Director, MSCI
- Guido Giese, Head ESG and Climate Solutions Research, MSCI

About MSCI
We’re on a mission to power better investments for a better world. With more than $14.5 trillion benchmarked to MSCI’s indexes, plus market leadership in ESG data and analytics, MSCI helps investors navigate the transition to net-zero at every stage. 

To learn how MSCI can support your net-zero journey, visit us here >> https://www.msci.com/our-solutions/climate-investing/net-zero-solutions/implied-temperature-rise

You can download the latest MSCI Net-Zero Tracker here >> https://www.msci.com/documents/1296102/26195050/MSCI-Net-Zero-Tracker-Oct2021.pdf

Shining a light on climate leaders and laggards

Sustainable investing is on the rise. Across the industry, we have seen sustainable fixed income indexing assets more than double every year since 2018, as investors seek to move towards more sustainable fixed income allocations. Investors are considering a variety of approaches to incorporate sustainability into their portfolios, starting with asset allocation.

Hear from BlackRock and IHS Markit experts on how to get started with building or transitioning to a sustainable fixed income portfolio.

Presenters:
– Cara Milton-Edwards, Product Strategist, Fixed Income ETFs, BlackRock
– Smadar Shulman, Managing Director, Head of Index Product Management EMEA, IHS Markit

Know your beta: Sustainable fixed income investing starts with asset allocation

Fixed income ETFs

Fixed income

Sustainable investing

Institutional investors

Asset Allocation

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.

Institutional Investors

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Know your beta: Sustainable fixed income investing starts with asset allocation

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