Name: What is AI and what does it mean for investing?
Start: 2024-02-20T14:00:00Z
End: 2024-02-20T14:00:58.000Z
Location: BrightTALK
Rating: 4.7

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.

The risks associated with lending to companies in emerging markets are often overestimated, and the opportunities they present are easy to overlook. We will explain how – across a variety of metrics – companies in emerging markets stack up favourably against their developed market peers. Using case studies, we will also outline how global shifts - such as the transition to net zero - are creating significant tailwinds for the EM private credit asset class.

The surprising allure of emerging markets for private credit investors

For Professional / Institutional Investors only. Capital at risk. 
The webinar has three objectives:
 
Evaluate how factor efficacy has evolved over time – long-term outperformance vs. short term cyclicality
Explain how index design has evolved to capture factor premia, integrating objectives such as risk, return and sustainability
Describe the interplay between specific ESG criteria, climate considerations and different investment styles (e.g. value or quality)?
 
In our discussion, we’ll explore what has changed in factor investing over the past decade, what to expect in the years ahead, and how tracking- error-aware strategies can potentially enhance portfolio outcomes.
 
We’ll share practical case studies of factor solutions to uncover best practices in ESG-integrated factor strategies with risk-controls.

Key Risk Warning
The value of an investment and any income taken from it is not guaranteed and can go down as well as up, and the investor may get back less than the original amount invested

Anti-Greenwashing Statement 
Whilst L&G has integrated Environmental, Social, and Governance (ESG) considerations into its investment decision-making and stewardship practices, this does not guarantee the achievement of responsible investing goals within funds that do not include specific ESG goals within their objectives.

Harnessing Factor Strategies: Controlling Risk and ESG exposures efficiently

Das europäische High-Yield-Segment bietet trotz Marktvolatilität attraktive Ertragschancen – vorausgesetzt, Investoren setzen auf einen disziplinierten, research-basierten Ansatz. In diesem Webinar teilt Fondsmanager und Anleihe-Experte Marc Leemans seine fundierte Markteinschätzung und erläutert, welche Strategien sich in diesem anspruchsvollen Umfeld bewähren.
Leemans analysiert die aktuellen Bewertungsniveaus, makroökonomische Einflüsse sowie nachhaltige Investmentansätze im High-Yield-Segment und gibt institutionellen Anlegern praxisnahe Einblicke für eine erfolgreiche Portfoliosteuerung.

Euro High Yield: Fundierte Marktanalyse und Investmentchancen mit DPAM

Join us for an exclusive webinar featuring senior portfolio managers from L&G and NTR as they discuss the key drivers behind Europe's transformative infrastructure journey. Our expert panel will delve into three critical themes:

• Investing in Europe's infrastructure transition: Explore the trillion-dollar investment opportunity in infrastructure as Europe embarks on its low-carbon and digital transition.
• Geopolitical and security dynamics: Understand Europe's strategic shift towards energy and data independence and the broad impact of global tensions on infrastructure projects.
• Innovation and integration: Learn about the intersection of digitalisation and decarbonisation and explore the nascent technologies influencing today’s infrastructure projects.

Don't miss out—register now to stay ahead in Europe's evolving infrastructure landscape!

Key risks:
The value of an investment and any income taken from it is not guaranteed and can go down as well as up, and the investor may get back less than the original amount invested.

InfraGrowth: What's driving Europe's infrastructure transition

We believe investors should look beyond traditional sustainability leaders and consider companies that are committed to, but earlier in the process of, moving toward a greener future. Investing in companies that are in the early stages of their transition can provide three key benefits:
          • the ability to drive real-world outcomes,
          • the potential to generate alpha, and
          • the opportunity to eliminate the inherent style biases found in traditional sustainable investing approaches.

We integrate sustainability into our investment process because it is essential for understanding the risks and opportunities companies face, impacts economic growth, and is vital to the world. Our transition-focused approach reflects our belief that sustainability-informed investing can reveal opportunities in virtually every industry. 

Innovation is crucial for achieving a long-term sustainable economy due to the complexity and interconnected nature of these issues. Investment opportunities will present themselves throughout asset classes and geographies. Incumbents, or established companies and organizations, play a crucial role in the transition to a more sustainable economy. Their involvement can significantly influence the pace and success of sustainability transitions. 

Join American Century Investment’s Head of Sustainable Investing Sarah Bratton Hughes, Co-CIO of Global Growth Equity Patricia Ribeiro and Global Value Portfolio Manager David Byrns, CFA as they discuss transition investing.

From Grey to Green and Everything in Between: The Case for Transition Investing

Vincent Denoiseux of Amundi ETF on the key drivers behind the historic growth seen last year, and how to optimise US equities exposure
• In 2024, European UCITS ETFs saw record inflows of €254bn, with equities commanding 80% of net new assets. 
• Vincent will unpack the key drivers behind this historic growth, including the impact of rapid interest rate changes on asset allocation. 
• He will also share actionable insights on achieving optimal US equities exposure amid elevated valuations using ETFs. 

Olivier Paquier of Axa Investment Managers on how Active ETFs can help navigate the uncertainty of the coming year and deliver alpha. 
• A Year of Uncertainty (geopolitical, monetary, default risks…)
• Identified Risks: management risks, ESG risks, default risks…
• Strategies for investors to navigate this environment
• Benefits of actively managed ETFs: in addition to delivering alpha, they also provide robust risk management
• Examples of actively managed ETFs

ETFs: Capture Opportunities in 2025

Nature-positive investing has never been of greater importance. Nature provides the fundamental capital base for the global economy; by some estimates over half of global economic output is dependent on it.  However, with the increasing frequency and severity of physical climate hazards, as well as nature loss, earth’s stock of natural capital is declining and putting the economy, investments and our well-being at risk.  It is estimated that over $500 billion a year is needed by 2030 to halt and reverse this dangerous decline in nature—public and private investment will be critical for closing the financing gap to support these efforts.

At the same time, government and corporate action to identify and mitigate the impacts of nature loss has ramped up, creating policies and incentives aimed at mobilizing capital into the sector.  As a result, new and innovative solutions are emerging that provide investors with meaningful opportunities to restore nature while generating positive financial returns. For example, environmental markets and their potential to enhance returns are growing as are new structures in fixed income markets such as debt-for-nature swaps.

Join Nuveen—a pioneer in valuing nature, creating scalable nature-based solutions and anchoring new instruments such as Amazon reforestation bonds—and Sindhu Krishna for unique insights into the opportunities, risks and possibilities of investing in nature.

Topics Covered:
- The nature crisis and why investors should care
- Evolution of nature-positive investing and today’s investible opportunities in public and private markets
- Strategies and structures for managing nature-related investment risk in portfolios
- Methods for measuring portfolio outcomes
- The future of environmental markets
- Asset owner considerations for building nature strategies and targets
- Case study: Balancing financial return and impact

Investing in nature: innovative strategies for return and impact

Litigation is now utilized as a powerful tool for recovering capital and stewardship by a growing number of institutional investors. Kessler Topaz Meltzer & Check, LLP will provide valuable insight on how to select strategic service providers that combine comprehensive portfolio monitoring and global claims filing and deep legal expertise.  Simply filing claims in U.S. class action settlements is no longer adequate to meet your fiduciary obligations, but investors have to be weary of simply chasing everything.  This session will show you how to identify a service provide that provides both.  In addition, data security measures and other considerations will be discussed.
 
As investors seek to promote ESG goals through their investments, Labaton Keller Sucharow Partner Carol C. Villegas will discuss the pros and cons of divesting to influence change within the companies in which they invest.  Carol will also provide valuable insights into the potential implications of the U.S.'s new presidential administration and SEC chair, highlighting potential shifts like reduced proxy powers and alternative strategies for investors seeking to drive corporate governance change.  The session will draw on recent research and examples to argue whether investors should divest or retain their investments to promote ESG practices in an organization.

Class Actions and Securities Litigation for Pension Funds

Die europäische Energiewende bietet diverse Investitionsmöglichkeiten, von der Stromerzeugung über Stromnetze bis hin zu Themen wie Energiespeicher und Energieeffizienz. Wo sollte man als institutioneller Investor aktuell investieren, um neben dem Thema Nachhaltigkeit auch eine solide Rendite mit dem Investment zu erzielen?

Martin Krause, Geschäftsführer der BVT Beratungs-, Verwaltungs- und Treuhandgesellschaft mbH geht in seinem Vortrag auf die Vorteile der einzelnen Investmentsektoren ein und zeigt auf wie eine ausgewogene Allokation im Bereich der Erneuerbaren Energien aussehen kann.

Investition in Erneuerbare Energien – gute Cashflow-Rendite und Nachhaltigkeit, ein Widerspruch?

Join Allspring’s investment leaders as we once again kick off the new year in partnership with IPE unveiling our Fixed Income Road Map for 2025.
 
Hear from three senior team members representing Allspring’s fixed income platform, who will take in views from our 70+ Global Credit Research Platform and 60 + Fixed Income portfolio managers representing $440 billion in Fixed Income Assets for institutional and wholesale clients on a global scale.
 
Income a plenty, but traps ahead – where next for Fixed Income investors?
 
Delving into key themes, issues and risks, topics will include:
 
-Where next for fixed income? With inflation sticky, rates tricky, politics risky – What’s next for the Federal Reserve’s and ECB’s interest rate path?
 
-What are Capital Market Assumptions (CMA’s) signalling in terms of fixed income allocations as we enter 2025?
 
-Spreads are tight and yields are high! Tips for living in a tight spread environment across both Investment Grade and High Yield.
 
-Trump administration 1.0 vs. 2.0 –what this could mean for Fixed Income investors.
 
-Mind the Gap - US versus Europe.

-Our top five Fixed Income risks in 2025 and how best to manage.
 
This session also marks the unveiling of Allspring's 2025 Sustainable Investing outlook – where three central sustainability themes will be revealed expected to drive markets.
 
To read Allspring’s full 2025 Outlook please click the link below: 2025 Outlook - Allspring Global Investments LINK: https://www.allspringglobal.com/globalassets/campaigns/2025-outlook/a-matter-of-perspective-2025-outlook.pdf
 
REGISTER FOR THE WEBCAST

Allspring’s Fixed Income Road Map for 2025 – Income a plenty, but traps ahead – where next for Fixed Income investors?

The global transformation to sustainable energy is one of the most important investment themes of our generation. And as governments and businesses across the globe are seeking to decarbonize, the economic landscape has shifted over the course of 2024 with inflation and interest rates lowering in many developed countries. How are these dynamics impacting the investment case for private infrastructure as we move into 2025?

Join Nuveen’s experts Don Dimitrievich, Portfolio Manager, Energy Infrastructure Credit, and Joost Bergsma, Global Head of Clean Energy, Nuveen Infrastructure, who together have more than 50 years of infrastructure investing experience, as they discuss where they are seeing investment opportunities, the key trends driving the sector’s evolution, the impact of recent political elections on infrastructure policy, and how the growth of digitalization is increasing the need to invest in sustainable power globally.

Additional topics include:
- The case for investing across both equity and credit
- Risks to consider in the current market
- Nuveen’s approach to investing globally across their platform
- The evolution of the North American and European energy markets
- The benefits of investing in non-investment grade infrastructure debt

Powering tomorrow’s energy infrastructure

Wie wirkt sich eine zweite Amtszeit Donald Trumps auf das Wirtschaftswachstum und Zinssituation Europas aus? Wie positioniert er sich inmitten sinkender Inflation, geringem Wirtschaftswachstum und der aktuell vorherrschenden politischen Instabilität Deutschlands als größte Wirtschaftskraft Europas? Wo liegen die besten Chancen für europäische Staatsanleihen im derzeitigen Umfeld fallender Renditen? 

Lowie Debou, Portfoliomanager und Experte für Euro-Staatsanleihen bei DPAM, erläutert, wie er im aktuellen Marktumfeld Opportunitäten am europäischen Anleihemarkt zielgerichtet nutzt.

Der Fixed-Income-Experte beleuchtet zudem DPAMs Erfolgsrezept in dieser Anlageklasse und begründet warum hier ein aktiver Management-Stil hervorragend geeignet ist.

Nach der Wahl ist vor der Wahl: Chancen und Risiken am europäischen Anleihenmarkt

In an increasingly competitive direct lending landscape, deal origination is critical to achieving consistent returns across the asset class.

This webinar will explore the benefits of bank partnerships, including:
- Access to a greater number of loans
- Access to off market transactions with more conservative structures
- Access to deep local knowledge in banks’ individual loan markets
Our origination approach at Federated Hermes Private Credit is built around a series of bank partnerships that afford us access to some of the most attractive deals in our preferred segment. While our partner bank agreements provide us with the right of first refusal to a robust and continued pipeline of potential opportunities, they also grant us access to unique off-market transactions, further broadening the potential investment pool to transactions not accessible to any other direct lenders in the market. Going forward, this approach is designed to allow us to remain credit pickers – not takers – and perform regardless of market fundamentals through selecting the highest-quality opportunities in the market for our investors.
As well access to a consistent pipeline of potential investment opportunities, whatever the economic backdrop, partnerships with banks can also be leveraged to provide access to off market transactions with more conservative structures and better lender protection rights. This provides investors access to portfolios of loans with appealing risk reward parameters.
In addition, banks benefits from deep local knowledge in their individual loan markets, providing a competitive advantage over other direct lenders.
It’s important to note however that that not all partnerships are the same quality. Here we will outline the pros and cons that different partnerships can provide.

The benefits of partnerships with banks in Direct Lending

In September 2024, abrdn multi-asset Investments Houseview upgraded global direct real estate to overweight for the first time since June 2022. This marks the start of a recovery phase in the typical five-to-seven-year cycle.

As we get a foothold on the first rung of the ladder, we cannot allow affordable housing to miss out again this cycle. According to the UN, 1.6 billion people worldwide currently lack adequate housing and basic services, with projections that this number could rise to 3 billion by 2030.

At abrdn Investments, we have thirty years’ experience in investing in residential real estate and have amassed a portfolio of over €9 billion in the sector. This sizeable residential platform enables us to make more informed decisions across our strategies. It has also helped us to develop our own methodology to assess the affordability of housing at the market, fund, and asset levels.

While we believe investing in affordable housing, is a long-term structural opportunity, timing still matters. Opportunities for private capital are growing today, across a strategic mix of privately managed affordable housing, subsidised housing and social housing, all of which can help alleviate the pressures in housing provision.

Germany offers a wide range of national and regional subsidies to support the development of affordable and energy-efficient housing. This complex field varies by state and municipality, requiring in-depth local knowledge and a strong network with developers and banks.

In this webinar, we will examine the measurement of affordability and delve into the opportunities to invest in affordable and subsidised housing. We will showcase examples of subsidies in Germany, their benefits, and the challenges and risks involved and demonstrate why local expertise is crucial across timing, design, and quality of affordable living.

Join us as we explore these opportunities and redefine what it means to live affordably in today’s economic landscape.

Time to Live a Little: Capturing Opportunities in Affordable Housing

Index inclusion has thrust Indian government bonds (IGBs) into the limelight, driving a wave of index inflows from overseas investors.
 
But what are the capital gains and withholding tax considerations investors need to consider? And how does the choice of fund vehicle affect the overall drag on returns for overseas investors, is it possible for investors to gain efficient exposure? Join our webinar to discover the ins and outs of IGBs from a practical perspective.
 
The webinar will be hosted by Lee Collins, Head of Index Fixed Income at LGIM. He’ll be joined by two external tax experts who will share their in-depth expertise:

• Nicola Sheridan, Director in the Asset Management Tax practice at PwC Ireland
• Vishal Khanna, Partner, Pricewaterhouse & Co, LLP.
 
The webinar will include a Q&A session after the presentation to allow you to ask the experts any additional questions.
 
We hope you can join us for what promises to be an extremely informative webinar.
 
Tax treatment is dependent on individual circumstances and is subject to change.

Indian government bonds and tax – what you need to know

- Johanneke Maenhout on the power of additionality in impact investing

- Sebastian Carneiro on the role of energy efficiency in reaching our climate goals and how energy efficiency project debt complements renewable energy investments.

- Paul Young on how an impact-driven approach makes investment returns and environmental responsibility entirely complementary

Impact Investing: Additionality, energy efficiency project debt and the impact-driven approach

Die meisten Fixed Income Manager konzentrieren sich bei der Auswahl von Anleihen auf drei Faktoren: Zinsprognosen, Duration und Rendite.
PT Asset Management (PTAM) geht über diese traditionellen Kennzahlen hinaus, was zu einer starken langfristigen Performance und erheblichem Wachstum ihrer US-amerikanischen Investmentfonds geführt hat.
Begleiten Sie in diesem Webinar den CEO von PTAM, Sean Dranfield, wenn er in die einzigartige Investmentmethodologie von PTAM eintaucht und erklärt, wie diese zu unterschiedlichen Ergebnissen führt und wie ihr Portfolio-Management-Ansatz eine Lücke im europäischen Markt für festverzinsliche Wertpapiere füllen kann.
Sean wird u.a. folgende Fragen beantworten: 
• Wer ist PT Asset Management (PTAM)?
• Wie unterscheidet sich der auf Mathematik basierende Investmentprozess von PTAM, Shape Management®, von traditionellen Fixed Income Managern?
• Welche Arten von Chancen werden durch Shape Management® erschlossen?
• Wie unterscheiden sich die Renditen in den USA mit denen in Europa?
• Wie kann PTAM Portfolio-Diversifikation und einen Hedge auf das Zinsrisiko bieten, die in traditionellen europäischen Bondportfolios fehlen?

‚All Weather’ bond strategy - a rate agnostics approach to fixed income investing

As the demand for carbon neutrality by 2050 intensifies, pension funds face increasing pressure to align their portfolios with net-zero goals while safeguarding the long-term financial stability of their beneficiaries. However, many institutional investors may hold misconceptions regarding the implementation and impact of these strategies on performance.
Join our experts for an exclusive discussion on the findings from recent research. Learn how pension funds can achieve alignment with their net-zero commitments while continuing to meet fiduciary duties and deliver sustainable, risk-adjusted returns for the future.
Key topics include:
• Real-world applications of climate criteria in the context of a global equity portfolio
• The role of forward-looking transition measures in a holistic climate solution.
• The importance of a strong risk management process in net zero solutions.

How to Align Net-Zero with your Returns Objectives

Artificial Intelligence (AI) has been a hot topic, both in the financial industry as well as all industries. While AI technology is often what people think about first when they hear the term AI, the potential impact of artificial intelligence on other industries is far reaching.
 
• The current state of AI
• The impact artificial intelligence can have across industries
• What this means for AI investing
• What’s next for AI

What is AI and what does it mean for investing?

Investment Strategy

Artificial Intelligence

AI investing

Asset Management

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What is AI and what does it mean for investing?

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