Name: SDGs: A Liquid Market Approach to Impact Investing
Start: 2024-09-24T13:00:00Z
End: 2024-09-24T13:00:58.000Z
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.

What can infrastructure companies do to adapt to climate change — and how do we know what actually works?

The ClimaTech project was designed to answer this question with a structured, research-driven approach to physical risk mitigation and adaptation. While climate risks are widely acknowledged, there is still no comprehensive, sector-specific tool that links infrastructure type and exposure to the most impactful strategies for reducing risk. This leaves decision-makers without the granular, asset-level insights needed to take meaningful action.

Backed by two years of research and nine peer-reviewed publications, ClimaTech fills this critical gap. It offers the first comprehensive database of 103 strategies spanning both decarbonisation (Scopes 1, 2, and 3) and physical risks (floods, storms, heat, and wildfires) along with an assessment of thier to their application to diffreent infrastructure types, strategy effectiveness, thier key enabling technologies and protection levels. These strategies are assessed across 101 infrastructure types, resulting in more than 1,800 evaluated applications.

What will we show?

We’ll demonstrate how ClimaTech brings together scientific reviews, technical documentation, and real-world examples in an interactive tool (currently in development). The platform allows users to explore what works, for which company types, and for which risks.

Sectors in focus

We’ll highlight examples from transport and water treatment, where climate risks are acute and adaptation pathways are diverse.

Use case

We’ll share a practical case study to illustrate how ClimaTech insights support infrastructure risk analysis , using publicly available data to keep the focus transparent and actionable.

Join us to explore what infrastructure resilience to transition and physical risks looks like when it's objective, systematic, measurable and science-based.

Beyond Greenwashing: Proven Strategies to Protect Infrastructure from Climate Risk

Valuing unlisted infrastructure assets is inherently complex, with significant implications for investors, regulators, and market stability. Despite widespread adoption of fair value standards like IFRS 13 and ASC 820, considerable challenges and inconsistencies remain.

Join our webcast to explore findings from an industry survey that uncovers the current valuation landscape, identifies key issues, and discusses actionable solutions.

What you'll learn:

Valuation Variability and Fragmentation:

Understand why inconsistent approaches—ranging from cash flow forecasting and discount rate selection to terminal value calculations—are prevalent, and how they affect investment comparability and confidence.

Conservative Biases in Valuations:

Discover why internal valuations often consistently lag actual market exit prices (by 6%–20%), raising questions about accuracy and strategic biases within current valuation methodologies.

Limited Market Responsiveness:

Learn how infrequent revaluations during market stress periods contribute to smoothing and mask asset volatility, impacting risk management and investment transparency.

Ambiguity Around Financial Models:

Examine why investors are divided on traditional financial models like CAPM, and how differing valuation approaches further complicate accurate asset valuation.

Management Forecast Reliance Risks:

Discuss the implications of heavy reliance on management-generated forecasts without adequate independent scrutiny, increasing vulnerability to optimism biases.

Recommendations for Best Practice and Governance:

Explore proposals for standardized valuation frameworks to improve reliability, transparency, and comparability across the investment landscape.

Who should attend:

Institutional investors, asset managers, valuation professionals, regulatory stakeholders, and anyone involved in infrastructure and private asset investing seeking clarity and enhanced governance in valuation practices.

Unlisted Assets: Navigating Valuation Challenges and Best Practices

In this webinar Vikram Aggarwal, Fixed Income Investment Manager at Jupiter Asset Management, will discuss the following topics:

What makes active management attractive in government bonds?
• Yields at 20-year highs: active management can take advantage of the resulting return and growth opportunities.
• Tight spreads on corporate bonds offer limited upside potential relative to government bonds.
• Bond indices are weighted by issuers' leverage. Volatility and macroeconomic uncertainty provide good conditions for active alpha.

Market insights and overview of the investment methodology behind the Jupiter AM Global Government Bond ETF:
• How active strategies can generate alpha in today's bond market
• Global government bond outlook: developed markets vs. emerging markets
• Insights into the Jupiter Global Government Bond Active ETF:
• Investment process for cost-efficient alpha generation versus the benchmark
• Diversified exposure to developed and emerging markets, as well as foreign exchange markets
• Positioning case studies

Meet the manager: finding alpha in global government bonds with an active ETF

As Defined Contribution (DC) schemes are increasingly encouraged to invest in private assets for enhanced, diversified, and stable returns, both pension plans and contributors are showing heightened interest. However, significant challenges remain, including issues related to liquidity, complexity, daily pricing, and costs.
Join us for an insightful webinar in collaboration with IPE, featuring industry experts James Lawrence, Director of Investment proposition at SMART Pension, Eric Deram, Managing Partner & CEO, Flextone Partners, Jochem Tielkemeijer, Director Advisory, NIM Solutions at Natixis IM and Nick Groom, Head of UK DC Strategy & Sales at Natixis IM.
Key Discussion Points:
• Tailwinds Supporting Private Markets: Delve into the regulatory, governmental, and market-driven forces driving the shift of private asset democratization.
• Merits of Private Markets: Understand the benefits of private markets for DC schemes, small DB schemes, and retail platform investors, and discover why this approach is gaining traction.
• Private Equity Solutions and Innovation: Delve into new products and vehicles tailored for DC schemes, such as evergreen, liquid/illiquid, or multi-private asset solutions. Gain insights into how asset managers are addressing the challenge of providing institutional-quality private equity solutions at competitive pricing, for the benefit of members of UK DC pension schemes.
Hear directly from one of the UK’s leading master trusts as to how they view the world of private assets and how they are managing this change on behalf of their members.
And gain insights into how performance fees can bring better alignment of interest, without creating inequity amongst member cohorts.
Whether you view private markets as a promising solution or remain sceptical, this webinar promises a thought-provoking discussion.
Please register to confirm your attendance and secure your place at this engaging webinar.

Embracing private markets in DC pensions

Institutional credit investing is being reshaped by shifting liquidity dynamics, borrower behaviours, regulatory pressures and the blurring of public and private markets. These changes are ushering in a new era of investment expansion and vehicle innovation. Learn how institutions are moving beyond isolated sleeves to leverage opportunities across structures, teams and strategies.

Join our credit experts to explore:
• How the convergence of public and private credit markets is changing the way institutional investors structure their portfolios
•What role liquidity plays in today’s credit investment decisions
•How managers are adapting their teams and processes to capitalize on opportunities across the credit spectrum
•New innovations in product structures that allow institutions to expand into niche areas of the credit markets while meeting needs for scale and capital efficiency

The new architecture of institutional credit: public or private?

Der von Donald Trump ausgerufene „Tag der Freiheit“ brachte den US-Amerikanern und den Rest der Welt vor allem eines: Unsicherheit! Entsprechend viel Diskussionsbedarf gibt es seit dem zur weiteren Entwicklung an den Märkten, insbesondere auch auf der Fixed Income Seite: 

*Wird sich die wirtschaftliche Verlangsamung fortsetzen oder folgt gar ein stärkerer Abschwung? 
*Wie werden sich neue Schuldenpakete und Zölle auf die Inflationsraten weltweit auswirken und wie sind die Reaktionen der Notenbanken? 
*Was hält die Geopolitik noch für Überraschungen für die Märkte parat?

Am Mittwoch den 25. Juni von 11-12 Uhr möchten wir dazu einen Ausblick auf das zweite Halbjahr an den Fixed Income Märkten geben. In einem kompakten Webinar wollen wir gemeinsam mit Insight Investment, Legal & General (L&G) und Storm Capital diskutieren, wo im aktuellen Umfeld die größten Risiken, aber auch Chancen für institutionelle Anleger liegen.

Institutionelle Fixed Income Strategien im aktuellen Umfeld

Recent geopolitical shifts challenge one of the strongest return engines of recent years: US exceptionalism. As World ex-USA equities are experiencing record inflows, this webinar reviews a few fundamental anchor points to guide investors towards finding a representative, transparent and performing way of allocating regions within a global portfolio. While doing so, the next questions we will deal with where to allocate excess weights to. This challenges investment processes for benchmark-aware investors as regional allocation choices, country specific selection opportunities and a focus on best in class efficient implementation have to be equally considered.

Topics:
- Allocation choices: rightsizing US allocation
- Selection choices: looking beyond large cap building blocks
- Implementation choices: benefits of a hybrid replication and other means to make regional core portfolio more efficient

The end of US exceptionalism? Re-evaluating the weight of US equities in a global portfolio

Despite recent spread compression, current all-in yields in the European direct lending market remain attractive when compared to both historical levels and the North American market. At the same time, the asset class continues to offer compelling relative value on a risk-adjusted basis. In addition, while M&A has been subdued recently, dealflow for high quality deals throughout Europe persists—and the gap between buyer and seller pricing expectations is somewhat closing. 
 
Please join Stuart Mathieson, Head of European Private Credit & Capital Solutions, and Orla Walsh, Managing Director, Europe Private Credit, as they explore the European direct lending landscape and shed light on the opportunities and challenges facing investors. Stuart and Orla will also discuss why a disciplined approach is key to navigating this space. 

Key topics include:
• The benefit of scale and incumbency, long-term sponsor relationships, and the permanency of capital base
• Why sponsors are willing to pay an ‘illiquidity’ premium for certainty of execution and flexibility of debt packages

European Direct Lending: Strong Return Potential for Disciplined Investors

Join us for an introduction to Blue Owl and the GP Strategic Capital Investment team. We will discuss how:

i. Growth rates have not been uniform across asset classes and some are experiencing growing pains

ii. The seven “super quarters” of growth and VC deployment in 2020/2021 have caused serious congestion across asset classes

iii. Cash is paramount and strategies that can smooth the early J-curve are a critical component of portfolio construction

iv. Despite years of the “big getting bigger”, it is only now that the advantage of scale is being amplified

v. Consolidation trends are even more pronounced in private debt, where scale is now seen as a condition of participation in some of the most lucrative structural growth areas

vi. We have entered a period of survival of the fittest and the most successful GPs are seeing the fruit of many years of investment

We look forward to having you join us for a broad conversation on how GP stakes - with its focus on cash yield, downside protection and enormous diversification - can serve the needs of many LPs in a new era of private markets.

The Pig in the Python

- Impact from a global perspective: opportunities in an era of uncertainty – Hari Balkrishna of T. Rowe Price
- Managing and measuring portfolio impact outcomes in a time of mounting demands on sustainable funds – Caroline Brady of Net Purpose
- Engaging for outcomes – Helene Winch of Premier Miton

Impact: Opportunities amid Uncertainty, Portfolio Measurement, Engaging for Outcomes

As the U.S. political landscape shifts under a new administration, UK and EU investors face a fresh set of opportunities and challenges.  This webcast will provide a broader analysis of how regulatory, legal, and policy developments are shaping shareholder engagement and litigation strategies.

Panelists will explore timely issues including:
• Complying with the Sustainable Finance Disclosure Regulation (SFDR) through strategic corporate engagement
• The implications of recent U.S. Supreme Court decisions limiting agency powers
• How recent SEC guidance affects European investors, with a focus on Schedules 13D and 13G
• The impact of Delaware Senate Bill 21 on corporate governance and investor rights

Designed for institutional investors, legal advisors, and compliance professionals, this webcast offers practical insights into navigating legal and regulatory risks, understanding evolving standards, and leveraging litigation as a tool to protect and enhance shareholder value in the U.S. market.

What’s Next for UK and EU Investors?  Engagement Strategies for the New U.S. Administration

In today's rapidly changing financial landscape, market volatility has become a significant concern for investors worldwide. Tariffs and geopolitical tensions are contributing to unpredictable market movements, making it more challenging to navigate the investment landscape.

Join us for an exclusive webinar where we discuss how to invest through uncertainty with the All-Roads team at Lombard Odier Investment Managers and how risk-based strategies are well placed to focus on long-term, stable returns.

Speakers:

Alain Forclaz CFA, Deputy CIO Multi Asset, LOIM

Florian Ielpo PhD, Head of Macro Research, LOIM

Key insights

LOIM’s macro views: why the current context favours risk-based strategies

Stability: how a systematic approach targets stable returns across economic and market cycles

Predictability: the ways a rules-based asset allocation with drawdown management can protect portfolios and eliminate behavioural bias

Liquidity: the case for using diversified, liquid assets to ensure efficient implementation to provide a lower-risk diversifier for your portfolio.

Investing through uncertainty

Profound geopolitical and economic changes are underway and are affecting Europe.

In parallel, the major needs of our economies and societies remain and are crystallizing as ever more strategic against the current environment:

- Modernization of infrastructures,
- A faster energy transition,
- Support to small and mid-sized companies as drivers of innovation and local growth,
- Regionalization of economies, as a lever for resilience.

These are all challenges that we at Edmond de Rothschild have always supported, and created relevant long-term investment strategies for the benefit of our investors.

In the current environment, we remain convinced that our strong rooting in mid-market niche companies with compelling business models and “deep moat”, executed by expert teams in their respective fields, provides one of the most relevant long-term responses to volatile markets and geopolitical uncertainty.

Johnny el Hachem, CEO of Edmond de Rothschild’s Private Equity platform, will give insights on how EdR helps their investors shape their long-term allocations with the following, resolutely mid-market focused strategies:

- Urban regeneration: “rebuilding the city on the city”, limiting urban sprawl while delivering the quantity and quality of homes, offices and commercial premises needed in the most dynamic European urban centres;
- Hybrid, fit-for-future infrastructure across mobility, digitization and public infrastructure;
- Management & capital transition for regional SMEs companies with proven business models but lacking a succession plan, thereby preserving local economies and jobs;
- SMEs in Europe, particularly those with internationalization potential to drive additional growth, through a selective approach targeting key European industries such as Food & Beverage, Industrial Goods & Services, Health & Education, Technology and B2B Services.

Europe at a crossroads: why small & mid-market strategies are more relevant than ever

In February, one of the UK’s largest defined contribution master trust pension schemes announced a major evolution to its investment strategy, reallocating £28bn to two new managers.

Join The People’s Pension and Amundi as they discuss their new partnership and the common sustainability goals that underpin it.

• What drove the decision? Explore the reasons behind the move
• Managing uncertainty; Assess how the current market environment impacts responsible investment goals
• Implementing net zero investment ambitions; Examine how climate risk and net zero objectives can be integrated into passive 
 investment allocations
• Accelerating active stewardship; How engagement & voting contribute to long-term value creation

Sustainable Partnerships: Passive strategies in a changing responsible investing landscape

Klassischen Buyout-Fonds stehen typischerweise für Private Equity und haben seit den Anfängen der Anlageklasse gute Renditen erwirtschaftet. Daneben habe sich über die letzten 20 Jahre ergänzende Co-Investment-Strategien abgeleitet, die sowohl einen Mehrwert für bestehende Portfolios, aber auch für ein erstes Investment in der Assetklasse Private Equity eine solide Basis darstellen. 
 
Fidel Manolopoulos, Co-Head of European Investment, und Christian Mankiewicz, Head of Portfolio Management, werden mit uns über den erfolgreichen Ansatz von Federated Hermes Private Equity bei Co-Investitionen-Programmen sprechen. Sie werden Einblicke in die mehr als 30-jährige Erfolgsgeschichte von Federated Hermes Private Equity geben. Durch etablierte und vertrauensvolle Partnerschaften mit spezialisierten Partner GPs ist es gelungen, einen effizienten Zugang zu den besonders renditeversprechenden Transkationen zu erhalten. 
 
Dieser äußerst selektive Ansatz fokussiert auf Sektoren, Themen und Geschäftsmodelle, die über den gesamten Zyklus hinweg das Potenzial einer herausragenden risikobereinigten Performance haben. Der Fokus liegt auf dem „Lower Mid Market“ mit stark wachsenden Unternehmen und hohen Gewinnmargen. Dieses mittlere Marktsegment steht weniger stark im Fokus der „Mega Fonds“ und bietet somit ausgesprochen gute Renditemöglichkeiten. 
 
Der besondere Ansatz des „partnerschaftlichen Investierens“ mit Top-Managern im jeweiligen Segment steht für den Erfolg ihrer Flaggschiff-Fondsserie von globalen Private-Equity-Co-Investmentfonds. Aktuell wird in der sechsten Fondsgeneration investiert.

Private Equity Co-Investment Strategie – partnerschaftliches Investieren mit den Top Managern

As institutional investors navigate a shifting macro environment, 2025 may present a constructive backdrop for selective opportunities in resilient alternative asset classes, in particular private credit and direct lending. Within direct lending, the lower middle market may offer institutional investors a potentially attractive complement, or even an alternative, to upper middle market private credit exposure. We believe this return advantage potential is underpinned by several key structural features and market dynamics unique to the lower middle market segment, which collectively support resilience and historically consistent performance across cycles.

Join Lynn Rehn and Junaid Sozer, Managing Directors at Apogem Capital, a New York Life Investments company and a leading alternatives investment manager with decades of experience investing the middle market, for an exclusive webcast exploring the investment case for lower middle market direct lending. 

Key characteristics of the lower middle market to be discussed will include:

• Potential structural advantages 
• Enhanced credit protection opportunity 
• Transparency and access 
• Quality over yield chasing

Lower Middle Market Direct Lending: Weatherproofing Private Markets Portfolios

Der SWISE Evergreen-Fonds bietet eine innovative und effiziente Lösung für Private Equity-Investitionen. Der Fonds konzentriert sich auf Small Caps mit überwiegend regionalem Fokus sowie auf resiliente Sektoren wie Gesundheitswesen, Unternehmensdienstleistungen und Technologie, um eine robuste Basis für langfristige Wertschöpfung zu schaffen.
Im Gegensatz zu traditionellen Fondsstrukturen ermöglicht der SWISE Evergreen-Fonds flexible Investitionsmöglichkeiten – ohne die Einschränkungen fester Laufzeiten. Diese semi-liquide Struktur sorgt für eine effiziente Kapitalallokation und bietet Anlegern die Möglichkeit, dynamisch auf Marktchancen zu reagieren.
Ein weiterer zentraler Vorteil des Fonds liegt in seiner operationellen Effizienz: Durch voll eingezahlte Kapitalanteile und eine Struktur, die über Banken einfach einbuchbar ist, lässt sich der Fonds nahtlos in bestehende Portfoliostrategien integrieren. Alles eingebettet in einen flexiblen und professionell verwalteten Rahmen.

Strategische Stärke in vol. Märkten: SWISE Private Equity Evergreen Fund mit Fokus auf Small Caps und Wachstumsbranchen

In einem herausfordernden Marktumfeld bieten europäische Small Caps attraktive Investmentchancen – aber mit welchen Risiken und Potenzialen?

Institutionelle Investoren können verschiedene Strategien nutzen, um von den Potenzialen der Small-Cap-Aktien zu profitieren. Dabei sind gezielte Ansätze und eine fundierte Auswahl entscheidend, um von der überdurchschnittlichen Wachstumsdynamik und den Marktchancen kleinerer Unternehmen zu profitieren. Small-Caps bieten in der Regel höhere Wachstumschancen, aber auch größere Risiken, weshalb ein sorgfältiges Risikomanagement und eine tiefgehende Marktanalyse notwendig sind.

Bart Geukens, Portfoliomanager bei DPAM mit einer beeindruckenden Erfolgsbilanz von 20 Jahren im Management der europäischen Small Caps-Strategie, gibt in diesem Webinar einen tiefen Einblick in die aktuellen Markttreiber, Bewertungsperspektiven und langfristigen Wachstumschancen dieser Anlageklasse. Erfahren Sie, mit welchen Strategien institutionelle Anleger von diesem Marktsegment profitieren können und wie sich Small Caps in verschiedenen Konjunkturzyklen entwickeln. Nutzen Sie die Gelegenheit, Ihre Fragen direkt an den Experten zu richten.

Europäische Small Caps: Chancen und Ausblick für institutionelle Investoren

With increasing social and environmental challenges facing the world, there is a need for companies to help solve these problems. An opportunity exists for companies to develop products and services that can be used to positively impact the world. By leveraging the framework of the Sustainable Development Goals (SDGs) it is now possible for investors to benefit from impact investing opportunities in liquid markets.

Successful impact investing requires multi-dimensional solutions that not only target companies with alignment to SDGs, but also those with strong ESG and fundamental attributes while balancing risk considerations. More so, every asset owner has unique sustainability and return targets, so impact portfolios must be flexible and tailored.

Join Gavin Smith (Head of Equity Research and Sustainable Investing) and Stacie Mintz (Head of Quantitative Equity) at PGIM Quantitative Solutions to delve into impact investing by exploring:

•        How factor investing helps intersect upside returns with impact
•        The role of combining SDG and ESG insights in impact portfolios
•        Balancing the tradeoff between risk and impact through careful customization
•        Gaining exposure to specific SDGs that align with investor preferences

SDGs: A Liquid Market Approach to Impact Investing

Equity

Sustainable Development Goals

Sustainable Investment

Impact Investing

Investment Strategies

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SDGs: A Liquid Market Approach to Impact Investing

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