Name: Harnessing Factor Strategies: Controlling Risk and ESG exposures efficiently
Start: 2025-03-26T15:00:00Z
End: 2025-03-26T15:00:59.000Z
Location: BrightTALK
Rating: 4.9

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.

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

The Trump administration brings with it opportunities, challenges and uncertainty for global investors and is leading both passive and active allocators to rethink their US equity allocations. Many active portfolios contain unintended structural active biases to certain factors and top-down risks, which can lead to positive performance outcomes over the longer term. But this can also mean they are susceptible to prolonged periods of underperformance over the short to medium term.

Federated Hermes MDT Advisers believes there is a better way to design portfolios, one that seeks to mitigate the impact from structural style biases and deliver more alpha consistency regardless of the market backdrop. MDT’s investment process identifies a diversified range of alpha sources for investment consideration and equips our portfolios with the potential to add value regardless of the market environment.

This diversification of alpha sources combined with a disciplined, risk-efficient portfolio construction process, provides the opportunity to deliver more consistent, durable, all-weather performance outcomes for clients with minimal alpha correlation to traditional approaches.

Join Federated Hermes MDT Advisers to explore:

- How sophisticated predictive modelling, including machine learning tools, can be used to identify greater breadth of alpha sources for portfolios.
- Portfolio design that seeks to mitigate the impact from structural style biases and deliver more consistency in relative performance. 
- The case for using The MDT All Cap Core US Equity strategy in a building block approach to US equities.

A new paradigm in the US calls for a new approach: Can machine learning deliver a diversified alpha stream?

The European real estate market is facing structural shifts, with ongoing higher costs, evolving occupier demands and regulatory pressure reshaping the investment environment. 

Against the backdrop of Europe’s need to transition and decarbonize in an effort to achieve its economic and environmental goals, our experts will explore how we believe investors can access outperformance by transforming assets to help meet tomorrow’s challenges. 

Key discussion points include: 
- Market dynamics and investment outlook – identifying key themes.   
- Repositioning and repurposing – seeking to unlock value through redevelopment, ESG-led refurbishment and adaptive re-use.
- Technology – Leveraging digitalisation to potentially enhance asset performance.

In a shifting macroeconomic environment, in our opinion active asset transformation remains key to delivering resilient, long-term value. 

Join us as our real estate experts, Simon Wallace, Global Co-Head of Research and Ronen Ribak, Head of Value-Add discuss how to navigate challenges and potentially seize opportunities in European real estate.

Unlocking Europe's full potential: Transforming real estate and the key to unlocking value

Global markets continue to present unparalleled opportunities for institutional portfolios. Join us for an exclusive webinar where we’ll explore how a dynamic global investment framework can unlock growth, mitigate risks, and align with long-term market trends.

During the session, our experts will break down the key advantages of investing across developed and emerging markets, including:

• Diversification at Scale: Balance emerging market growth with developed market stability while mitigating concentration risks.

• Macro Insights: Leverage global economic tailwinds like inflation stabilization and brighter growth forecasts.

• Long-Term Megatrends: Align portfolios with powerful forces such as innovation, demographic shifts, and the global energy transition.

• Active Management for Alpha: Discover how inefficiencies and valuation disparities, particularly in emerging markets, can be turned into opportunities.

• Resilience in Volatility: Build portfolios capable of weathering market shocks and participating in global rebounds.

Unlocking Alpha in Global Markets

Join MSCI and Allspring Global Investments for an exclusive webinar hosted by IPE featuring the long-run history of emerging markets (EM), highlighting the characteristics needed for investment success.
In this call, Anil Rao, Executive Director MSCI Research & Development, will share the findings of his recently published research paper - Long-Term Investing in Emerging Markets - identifying drivers of total shareholder returns. Anil will then be joined by Alison Shimada, Senior Portfolio Manager, Head of Total Emerging Markets Equity from Allspring Global Investments to share the practitioners view honed over her 40-year investment career.  
 
Delving into key themes, issues and risks, the conversation topics will include:
 
- Growth vs. returns: Why have emerging market equities lagged developed markets despite significant GDP growth and an expanding universe of listed companies?
 
- Market divergence: What differentiates the companies that thrived— "long-term compounders"—from the broader EM indices that have underperformed post the GFC?
 
- Investment opportunities: How can limited analyst coverage in EM create opportunities for active investors, and what fundamental attributes drive total shareholder return?
 
- The shareholder return approach: What is it, and how does it align with quality and resilience, while providing defensiveness in down markets? 
 
- Relevance for today’s markets: How can the shareholder return framework help investors to stay invested and drive outperformance in down or range-bound markets, while capturing returns in rising markets?
 
- Global outlook: What is the outlook for emerging markets now? How is today’s EM investment landscape different to that of decades gone by?

Long-term Investing in Emerging Market Equities

Join us for an informative Webinar spanning:
-Q1: Digital Assets Market Overview and Current Price Action  
-Regulatory Breakdown
-Institutional Adoption: Moving from Trading to Investment Management
-Q2 Outlook and Beyond

The Evolution and Adoption of Digital Assets

Pension schemes around the world are distributing an increasing amount to their members as they age and retire. By matching cash outflows with natural investment inflows, schemes could avoid selling assets when markets are depressed, while still providing upside growth potential from investing in fixed income markets. This is one of the reasons why cashflow driven investment (CDI) strategies have garnered significant interest from institutional investors in recent years. 

Join us for an engaging discussion featuring our CDI experts, who will provide valuable insights and real-world case studies. Topics to be discussed include:

- Why should pension schemes consider CDI strategies?
- What does a CDI strategy look like?
- What is the added value of going global in CDI portfolios?
- What is the difference between Liability Driven Investment and Cashflow Driven Investment?
- How can sustainability be integrated into cashflow driven investments?

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

A Global Perspective on Cashflow Driven Investment

In this interactive session, Mihai Florian will look to compare market dynamics within EM illiquid credit vs (DM) private credit and make the case for why the asset class offers an attractive risk-return profile in what he believes is an under-penetrated market.

EM Illiquid Credit, an alternative to DM Private Credit?

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

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

Factor Investing

Quality

Value

Momentum

Small Size

Low Volatility

Sustainability

Stoxx

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Harnessing Factor Strategies: Controlling Risk and ESG exposures efficiently

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