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The Asset Management for Insurers Insight Series - Webinar 3

Has the asset landscape shift created opportunities in liquid markets?
Market turmoil has led to dramatic spread movements in liquid fixed income markets. Has the market overreacted, or do these new levels reflect the increased risks in the lending markets? Gerard discusses with Olaf van den Heuvel, Aegon AM’s Head of Multi-Asset, and considers these in the context of an insurer’s SCR budget.

The start of 2020 has seen unprecedented turmoil in the financial markets. What is the impact on insurance companies? Which investment opportunities are emerging from a balance sheet perspective? You are invited to our Asset Management for Insurers Insight Series, hosted by Gerard Moerman, Head of Investment Solutions.

Webinar 1: Aegon Insurances’ experience and insights
17 April, 11.00 – 12.00 CET
You can find the recording by typing 'Insurers Insight Series' in the search box.

Webinar 2: Illiquid investments: how they weather the current storm
24 April, 11.00 – 12.00 CET
Recorded Apr 30 2020 41 mins
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Presented by
Gerard Moerman, Head of Investment Solutions
Presentation preview: The Asset Management for Insurers Insight Series - Webinar 3
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  • Channel profile
  • Capital efficient alternatives for Insurers with a Responsible Investment focus Sep 23 2020 9:00 am UTC 60 mins
    Gerard Moerman, Head of Investment Solutions Aegon AM
    In a lower (forever?) yield environment, Insurers continue their search for investments that can provide an attractive return on capital. This has led to a growth in new opportunities in Alternative fixed income. Moreover, amidst the recent pandemic and direction of Regulatory travel, ESG and impact considerations have also gained heightened awareness.

    Join our host Gerard Moerman, Head of Investment Solutions at Aegon AM, in our latest Insurance Asset Management webinar. He discusses sources of capital efficient return for an insurers portfolio and how these can also achieve positive impact while managing ESG.

    Gerard is joined in this webinar by industry experts, Erik Jan van Bergen, CIO at VGZ Health Insurance, and Erik Leseman, Head of Investment Management of Aegon Netherlands, to learn about their experiences, and the challenges faced, when considering allocations to the wider fixed income market and RI focused investments.

    This webinar is intended for a European and Asian audience.
  • AAM/Kames High Yield strategy update Recorded: Jul 16 2020 36 mins
    Thomas Hanson and Mark Benbow
    Thomas Hanson, European Head of High Yield and Mark Benbow, Investment Manager will give their views on the market and how the team are managing our high yield funds in the current conditions.
  • Aegon Asset Management Alternative Fixed Income series - Webinar 3 Recorded: Jul 15 2020 40 mins
    Gerard Moerman, Head of Investment Solutions
    Uncovering attractive new sources of additional yield…that can meet ESG risk and positive impact objectives.
    Amidst the recent turmoil, Alternative Fixed Income strategies have continued to generate attractive and stable yields. ESG and impact considerations have also gained heightened relevance through the pandemic. Can we truly meet yield, ESG risk and impact objectives simultaneously?

    Join our host, Gerard Moerman, Head of Fiduciary Services & Investment Solutions, in a webinar series as he discusses, together with industry experts, alternative sources of additional yield for client portfolios and how this can lead to a positive impact from an ESG point of view.

    Webinar 3: Impact loans with government guarantees
    Wednesday July 15, 11.00 – 11.45 CET
    Loans with the aim of having a positive impact all bear credit risk. There are however opportunities where this credit risk is taken by a government body, making them “government guaranteed impact loans”. These loans come with an attractive illiquidity premium.
    Gerard discusses this market with Brunno Maradei and Jan Willem Wellen, Portfolio Manager Alternative Fixed Income. Together they explore how such a strategy can have a positive impact on society, the environment and your portfolio.

    Webinar 1: Where are the opportunities in Asset Backed Securities?
    Wednesday July 1, 11.00 – 11.45 CET

    Webinar 2: Impactful SME Loans
    Wednesday July 8, 11.00 – 11.45 CET

    You can register for webinar 1 and 2 via the Aegon Asset Management BrightTALK channel.
  • AAM/Kames Strategic Bond strategy update Recorded: Jul 7 2020 41 mins
    Colin Finlayson
    As markets begin to stabilise following the COVID-19 crisis, co- manager of the Kames Strategic Bond strategies, Colin Finlayson discusses where he is seeking value across the fixed income market.
  • The ABC of European ABS July 1, 2020 Recorded: Jul 1 2020 71 mins
    Matteo Riccardi, Vice President, CFA Society Italy, Frank Meijer, Head of Alternative Fixed Income, AAM
    Many investors have extensive allocations to government and corporate bonds. However as spreads have tightened and yields fallen, some have begun to look for yield in other parts of the fixed income market, such as Asset Backed Securities (ABS), where yields have been less suppressed by the ECB purchase program.

    ABS bonds offer secured exposure to a diverse range of consumer credit, for example, mortgages, automobile loans, student loans and credit card receivables. But also some other collateral types, that are not easily investable otherwise. In this session Frank Meijer, Head of Alternative Fixed Income at Aegon Asset Management, will discuss the unique opportunities offered by ABS, including:

    •Attractive yields - European ABS offers higher yield than most other global fixed income asset classes;

    • Diversification of risk - ABS bonds have low correlations with most other major asset classes and offer exposure to consumer debt, compared to traditional government and corporate markets; and

    • Short duration - ABS bonds are floating-rate bonds, and hence less sensitive to interest rate volatility.

    At Aegon Asset Management we have a dedicated team of over 20 ABS professionals who manage approximately €15 billion globally, of which €5.2 billion is in European ABS (31 December 2019).
  • Aegon Asset Management Alternative Fixed Income series - Webinar 1 Recorded: Jul 1 2020 44 mins
    Gerard Moerman Head of Investment Solutions
    Uncovering attractive new sources of additional yield…that can meet ESG risk and positive impact objectives.
    Amidst the recent turmoil, Alternative Fixed Income strategies have continued to generate attractive and stable yields. ESG and impact considerations have also gained heightened relevance through the pandemic. Can we truly meet yield, ESG risk and impact objectives simultaneously?

    Join our host, Gerard Moerman, Head of Investment Solutions, in a webinar series as he debates with industry experts alternative sources of additional yield for client portfolios and how these can also achieve positive impact while managing ESG risk.

    This webinar explores what opportunities you can consider in the ABS asset class and how ESG factor analysis can be fully embedded.
    Gerard is joined by Egbert Bronsema, Portfolio Manager European ABS and Brunno Maradei, Global Head Responsible Investments.
    Register for webinar 1 >

    Webinar 2: Impactful SME Loans
    Wednesday July 8, 11.00 – 11.45 CET

    Webinar 3: Impact loans with government guarantees
    Wednesday July 15, 11.00 – 11.45 CET

    You can register for webinar 2 and 3 via the Aegon Asset Management BrightTALK channel.
  • AAM/Kames Multi-Asset Diversified Income strategy update Recorded: Jun 18 2020 44 mins
    Vincent McEntegart and Nick Edwardson
    Hopes for a return towards ‘normality’ and unprecedented fiscal and monetary stimulus have outweighed concerns of the economic impact. Recent significant additional measures announced in Europe have further reassured investors and played into a wider sectoral and geographic rotation within markets. The risk rally remains intact, for now.

    We would like to invite you to join a live webinar with Vincent McEntegart, Co-manager of the Diversified Income strategy and Nick Edwardson, Senior Investment Specialist for Multi Asset. They will provide an update on the strategy’s income profile, current positioning and the outlook.

    Join us on Thursday 18 June to hear more and take the opportunity to ask any questions you may have.
  • Aegon European ABS Fund update Recorded: Jun 16 2020 50 mins
    Egbert Bronsema, Co-manager of the Aegon European ABS Fund
    Three months after fixed income markets reacted to the shock of the global pandemic and the unprecedented measures taken by central banks and governments, we look at how it has affected the European ABS market.

    • What has been the spread development across sectors in European ABS and are they fundamentally driven or is something else at play?
    • How do ABS structures help to overcome credit risk overall and in the current environment?
    • What is our outlook of the European ABS market in general and in terms of relative value and our expectation of returns?

    Join us on Tuesday 16th June for a live webinar with Frank Meijer and Egbert Bronsema, Co-managers of the Aegon European ABS Fund to hear more and take the opportunity to ask any questions you may have.
  • AAM/Kames Strategic Bonds strategy monthly update Recorded: Jun 8 2020 8 mins
    Colin Finlayson
    Investment manager of the Kames Strategic Bond strategies, Colin Finlayson provided an update on developments in the global fixed income markets and how this has affected portfolio positioning.
  • AAM/Kames High Yield strategy monthly update Recorded: Jun 8 2020 7 mins
    Thomas Hanson, Head of European High Yield
    Head of European High Yield, Tom Hanson’s update focused on the high yield sector and provided both a high-level review of the portfolio activity and performance, as well as his outlook for the asset class.
  • AAM/Kames - The Dividend Dilemma – live webinar with Mark Peden Recorded: Jun 3 2020 38 mins
    Mark Peden and Iain Snedden
    Income investing has attracted significant attention in recent weeks. Investors are facing a torrent of dividend reductions, postponements and outright cancellations that challenge the flow of income many rely on from owning shares. At Kames, we focus on sustainable and growing dividend yields which we refer to as the ‘dividend sweetspot’. We invest in highly profitable companies that carry low debt levels on their balance sheets and generate strong cash-flows that facilitate the payment of sustainable and growing dividends through time.

    We would like to invite you to join a live webinar with Mark Peden, Co-manager of the Kames Global Equity Income Fund. Mark will explain how he has been managing this period of market stress and the latest positioning of the portfolio.
  • AAM/Kames market update with Stephen Jones and Sandra Holdsworth Recorded: May 28 2020 32 mins
    Stephen Jones and Sandra Holdsworth
    Stephen Jones, CIO of our Multi-Asset & Solutions and Equities investment platforms, will be joined by Sandra Holdsworth, Head of Global Rates - UK, to discuss the latest market updates and the impact across asset classes.
  • AAM/Kames Global Sustainable Equity Fund update Recorded: May 27 2020 51 mins
    Andrei Kiselev and Malcolm McPartlin
    It is impossible to predict the direct and indirect implications of the current situation. What we know is that the market will create opportunities for fundamental bottom-up stock pickers who invest sustainably.

    We would like to invite you to join a live webinar with the new managers of the Kames Global Sustainable Equity Fund – Andrei Kiselev and Malcolm McPartlin.

    Andrei and Malcolm took over management of the Fund on 1 May 2020 and will discuss their thoughts on how this is positioned to deal with current markets. They will also share their views on sustainability and the opportunities that ESG affords the Fund during a crisis like this.
  • Aegon Asset Management High Yield market update Recorded: May 14 2020 48 mins
    Jim Schaeffer, Global Head of Leveraged Finance, and Spencer Hogeweg, Lead Portfolio Manager of European High Yield
    High yield markets have rebounded significantly from their low point in March, as central banks stepped in to support credit markets and investor flows turned positive. The question is what the impact will be on the asset class.

    Therefore, it is our pleasure to invite you for our High Yield market update webinar on May 14 at 4pm CET. During this webinar we will be discussing high yield investments in the context of today’s market circumstances dominated by the corona (COVID-19) crisis.

    Topics that we will bring to the table, include
    •Lessons earned from 2008
    •Central bank measures in support of high yield investments
    •Positioning in our portfolios
    •Liquidity considerations

    Jim Schaeffer, our Global Head of Leveraged Finance, and Spencer Hogeweg, our Lead Portfolio Manager of European High Yield, will be your speakers. Fernand Schürmann, our Partnership Relations Director, will be your host.
    Please register via the link below.
  • AAM/Kames market update with Stephen Jones and Vincent McEntegart Recorded: May 14 2020 34 mins
    Stephen Jones and Vincent McEntegart
    Stephen Jones, CIO of our Multi-Asset & Solutions and Equities investment platforms, will be joined by Vincent McEntegart, Investment Manager, Multi Asset Investing, to discuss the latest market updates and the impact across asset classes.
  • AAM/Kames Strategic Bond strategy update Recorded: May 7 2020 11 mins
    Alexander Pelteshki
    As the situation around COVID-19 continues to develop, Alexander Pelteshki co-manager of the Kames Strategic Bond strategies, provides an update on the funds and discusses where the team are seeking value across the fixed income market.
  • AAM Investment Grade Credit update Recorded: May 7 2020 37 mins
    Hendrik Tuch, our Head of NL Fixed Income and Johan Rol, Senior Portfolio Manager
    Central banks have managed to stabilize credit markets through their buying programs and related liquidity measures. But the economic fundamentals are still very poor and rating agencies continue their string of rating downgrades across the credit market.

    In this webinar, we will discuss our current views on the Investment Grade credit market and portfolio positioning. We will also discuss the relative value of Investment Grade credits versus other asset classes and provide you with the opportunity to ask any questions.
    Hendrik Tuch, our Head of NL Fixed Income, and Johan Rol, our Senior Portfolio Manager in the Credits team, will be your speakers. Fernand Schürmann, our Director Strategic Partnership Relations, will be your host.
  • AAM Market update call - Olaf van den Heuvel and Hendrik Tuch Recorded: May 6 2020 21 mins
    Olaf van den Heuvel and Hendrik Tuch
    With the recent developments around the Coronavirus (COVID-19) we can imagine you might have questions about the impact on your portfolios and business continuity in general. Therefore we want to invite you to a webinar this Wednesday to give a brief update on the current situation and provide you with the opportunity to ask any questions.

    As usual, Fernand Schürmann, our Director Strategic Partnership Relations will be your host. Hendrik Tuch, our Head of Fixed Income and Olaf van den Heuvel, our Global Head of Multi-Asset Strategies, will be your speakers. They will elaborate on central banks actions, market developments and portfolio positioning.
  • The Asset Management for Insurers Insight Series - Webinar 3 Recorded: Apr 30 2020 41 mins
    Gerard Moerman, Head of Investment Solutions
    Has the asset landscape shift created opportunities in liquid markets?
    Market turmoil has led to dramatic spread movements in liquid fixed income markets. Has the market overreacted, or do these new levels reflect the increased risks in the lending markets? Gerard discusses with Olaf van den Heuvel, Aegon AM’s Head of Multi-Asset, and considers these in the context of an insurer’s SCR budget.

    The start of 2020 has seen unprecedented turmoil in the financial markets. What is the impact on insurance companies? Which investment opportunities are emerging from a balance sheet perspective? You are invited to our Asset Management for Insurers Insight Series, hosted by Gerard Moerman, Head of Investment Solutions.

    Webinar 1: Aegon Insurances’ experience and insights
    17 April, 11.00 – 12.00 CET
    You can find the recording by typing 'Insurers Insight Series' in the search box.

    Webinar 2: Illiquid investments: how they weather the current storm
    24 April, 11.00 – 12.00 CET
  • AAM/Kames market update with Stephen Jones and Mark Peden Recorded: Apr 30 2020 35 mins
    Stephen Jones and Mark Peden
    Stephen Jones, CIO of our Multi-Asset & Solutions and Equities investment platforms, will be joined by Mark Peden, Investment Manager, Equities to discuss the latest market updates and the impact across asset classes.
A trusted partner for the long-term
Aegon Asset Management is leading global investor. Kames Capital and TKP Investments are part of Aegon Asset Management. Our 380 investment professionals manage and advise on assets of €352 billion for a global client-base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We organize our investment capabilities around four focused platforms: fixed income, real assets, equities, and multi-asset & solutions. We are an international business: Our 1,200 employees work from 17 locations across Europe, the Americas and Asia.

Aegon Asset Management currently operates through multiple brands. Aegon Asset Management is our principal investment brand in Continental Europe, the Americas and Asia. Kames Capital is our UK asset management brand, while TKP Investments provides investment solutions for Dutch pensions funds based on a multi-manager approach.

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  • Live at: Apr 30 2020 12:00 pm
  • Presented by: Gerard Moerman, Head of Investment Solutions
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