Name: Private asset investors are often starved of data. Not anymore!
Start: 2024-04-18T08:00:00Z
End: 2024-04-18T08:01:05.000Z
Location: BrightTALK
Rating: 4.8

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.

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
 
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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

Explore what is happening in the Australian private commercial real estate debt (CRED) market.  Join MaxCap’s Group Head of Capital Robert Hattersley, Head of Research, Bruce Wan and APG Asset Management’s Head of Real Estate Asia Pacific, Graeme Torre.
 
In a webcast discussion moderated by Brendan Maton, they will review:

- How investment returns are faring 
- Address some of the myths and misconception about this nascent space
- Discuss why they view Australian commercial real estate debt as an island of stability
- Highlight some of the attractive opportunities in 2025 and;
- Share APG’s experience of investing in the Australian market.

For more information on the Australian CRE Debt Opportunity please contact MaxCap:
- MaxCap Group Contacts (attached)
- www.maxcapgroup.com.au
- Australian Financial Review article: Balance with Australian Commercial Real Estate Debt (attached)

Australian Real Estate Debt – The Island of Stability

*For professional investors only*

US high yield, we believe, may funnily enough offer investors one of the lower risk paths to sustaining positive returns as we head to the end of year. The strength of US high yield was highlighted by August’s market turbulence , with the asset class rebounding quickly when compared to the recovery of equities.  
Although events are afoot – most notably the start of Federal Reserve interest rate cuts and the upcoming presidential election - which may create some volatility, the characteristics that enabled high yield to remain resilient this summer may offer investors potential opportunities going into 2025.  

How can this resilience shape opportunities for investors?

Mike Graham, Head of US High Yield, Peter Vecchio, Senior US High Yield Portfolio Manager and James Wallace, Head of US Institutional Sales, discuss the US high yield market and offer their outlook. In addition, they will share their investment perspectives for our different US HY strategies. 

You will also have the opportunity to ask questions directly with our live Q&A session. So, don’t miss out and register now to secure your place.

Why US high yield may continue to be leaders of the pack

Whether focusing on ESG factors, managing concentration risks, or seeking specific factor exposures, custom indexes offer flexibility and precision in portfolio construction. Join our experts and learn how investors can harness the power of indexes as strategic tools for achieving superior portfolio outcomes while meeting their ESG objectives.


Key topics include:
- The evolution of the index landscape requires investors to rethink their investment approach
- How to address the increased concentration in passive portfolios
- Real-world application of a portfolio designed to meet the standards of the EU Paris-Aligned Benchmark.

How to navigate index evolution and ESG challenges

With AI on the rise, along with more and more reliance on digital applications, global demand for data centres is surging. The specialised infrastructure, importance of renewable power sources and long-term tenant relationships are unique features compared to other property sectors.
A lack of supply and high barriers to entry are creating a landlord-friendly market and characterizing a compelling investment opportunity underpinned by robust fundamentals.

So how can institutional investors capitalise on the long-term income and diversification benefits of this specialist sector? 

We’ll explore. 
• The rise of data centres
• Who are the tenants?
• The US data centre market
• The European data centre market
• Why now?

Disclaimer: Investing involves risk, including possible loss of principal. Past Performance does not guarantee future return.

Data centres: The growth, the demand, the opportunity

India’s Prime Minister Narendra Modi's first two terms saw significant growth in Indian equities, driven by bold economic reforms and a pro-business stance, and attracting both domestic and international investors alike. As we look ahead, the question arises: Can a third term, marked by a weakened PM reliant on a coalition government, build on this performance? 
In this webinar, Matthews’s CIO Sean Taylor will explore the outlook for Indian equities under Modi 3.0 and how to construct a resilient and dynamic India portfolio in times of rich valuations, a weakening U.S. dollar, and heightened global geopolitical risk. He will discuss: 
• The changed economic and geopolitical landscape facing Modi in his third term. 
• Investor sentiment towards India in the coalition era.
• Can the coalition government agree and deliver reforms to address India's bureaucratic inefficiencies and infrastructure deficits?
•  What is needed for ‘Make in India’ to succeed?
• The themes prioritised under the new budget and potential investment opportunities.
• How to navigate India’s rich valuations and construct resilient portfolios.

Modi 3.0: A New Dawn for Indian Equities?

A set of megatrends is reshaping the world, creating new opportunities and risks for investors in private markets. Our research team categorises the forces at play into five overarching themes:

T = Technology: In an increasingly global digital economy, driven by automation, systems, data and AI, technology will be a key driver of innovation and economic growth.

R = Responsible capital: Both private and public capital is increasingly focused on the need to deliver better social and governance outcomes.

E = Environment: Initiatives to decarbonise the built environment and protect biodiversity are gaining momentum.

N = New global order: A changing global economic and political landscape, and the impact of deglobalisation, will affect both global and local mobility.

D = Demographics: Ageing populations and lower birth rates will result in changing societal needs and new economic challenges.

Our research explores each of these trends in turn and delves into the investment implications across infrastructure, real estate and private debt.

Private Markets Global Megatrends.

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

We present a quantum leap in this respect: to use quantitative research and machine learning supported by solid academic credentials to produce the data that private markets need to measure value and risk, as you would in listed asset classes.
 
In this webinar, we’ll show you:

• A sophisticated classification taxonomy of private assets that precisely captures the characteristics and nuances of private assets.

• How model-based valuation anchoring data can solve the perennial problem of “stale NAVs”, allow marking assets using a model-based valuation “anchor”, and offer applications in position keeping and investment selection.

• A range of private market indices and benchmarks that aggregate the monthly valuations of thousands of private firms in 100 countries to create genuine measure of market dynamic that can be used in portfolio or fund benchmarking, manager selection, or making strategic investment and allocation decisions.

Presented by:
– Abhishek Gupta, Associate Director and Head of Product Development, Scientific Infra and Private Assets
– Srinivasan Selvam, Senior Product Development Specialist, EDHEC Infrastructure and Private Assets Research Institute

Moderated by Brendan Maton

Private asset investors are often starved of data. Not anymore!

Private markets

Private Equity

Private debt

Private assets

Investment Strategy

Private market indices

Institutional investments

Asset manager selection

Infrastructure investments

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Private asset investors are often starved of data. Not anymore!

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