|Job title||Investment Specialist|
|Title||Investing without borders|
|Content||The domicile approach to measuring geographic exposures – one of the primary blocks of asset allocation – is arguably becoming less relevant in today’s challenging markets. As multinational, global companies now represent a driving force in worldwide economic integration, it may not be sufficient to follow the traditional paradigm of investing in companies based on their country of domicile. In this workshop, Julie Dickson describes how Capital Group has approached this challenge by looking beyond traditional boundaries to conduct fundamental research that focuses on all aspects of a company, including revenue exposure, industry position, product lines and supply chain. Using stock examples from the Capital Group New Perspective strategy, Julie will demonstrate how this multi-layered ‘new geography’ analysis helps our investment professionals identify the emerging multinationals of the future as well as those existing multinationals that are well positioned to benefit from secular growth trends and global trade patterns. Capital Group’s New Perspective strategy was launched in the US in 1973 and has a track record of superior long-term results and low downside protection. It is now available to European investors via a Lux domiciled fund (UCITS).|
|Biog||Julie Dickson is an investment specialist at Capital Group. She has 22 years of investment industry experience and joined Capital Group in 2015. Prior to joining Capital, Julie worked as the head of client portfolio management at Ashmore Group. Before that, she was the head of client portfolio management at Aviva Investors. She also held various positions at Axa Rosenberg, Mellon Global Investments, Barclays Global Investors and Merrill Lynch. She holds a bachelor’s degree in business management with concentration in finance from Cornell University. She also holds both the Investment Management Certificate and the Chartered Financial Analyst® designation. Julie is based in London.|
|Job title||Senior Client Portfolio Manager, Multi-Asset|
|Company||NN Investment Partners|
|Title||Multi-Asset: Dynamic Portfolio Positioning In A Highly Volatile World|
|Content||In a world characterized by heightened periods of volatility there is growing recognition that a multi-asset investment approach offers an interesting alternative to traditional benchmark-oriented strategies.|
The strategy will at all times be invested for at least 50% in high quality government bonds and/or cash (“relatively safer assets”). The other 50% can be invested in more risky assets (non-investment grade bonds, equities, real estate, currencies and commodities). The allocation between the two is driven by our assessment on the relative attractiveness of these asset classes, both from a return and risk perspective. Our dynamic asset allocation process enables the fund to exploit attractive investment opportunities when they arise.
The Multi-Asset investment boutique consists of 20 professionals with an average of 13 years’ experience and is involved in overseeing around € 25.4 billion, both for retail and institutional clients (end September 2015).
|Biog||Iwan is Senior Client Portfolio Manager (CPM) for the Multi-Asset boutique at NN Investment Partners (formerly known as ING Investment Management). He is responsible, since 2010, for representing the boutique and contributing to its commercial success through attracting and retaining clients in partnership with sales, marketing and product management. As CPM Iwan has a bridging function between the investment engine, clients, client teams and distribution channels. He has been with NN Investment Partners since 1996, having started as a Quantitative Equity Analyst, followed by Senior Portfolio Manager at the Structured Products Portfolio Management team in 2000, where he was responsible for OTC and Listed derivatives trading and product development, and in 2009 Senior Client Advisor Integrated Client Solutions, where he advised institutional clients (mainly pension funds) on asset and liability management. Iwan is also a VBA, CEFA (Dutch, European equivalent to CFA), has a Master in Management of the Centre for Economic Research, from Tilburg University, and an MSc in Business Administration from Tilburg University.|
|Job title||Head of Active Quantitative Investments & SRI team|
|Company||Pictet Asset Management|
|Title||Investing in Quality companies : how to be resilient in a turbulent world|
|Content||Equity strategies aiming at investing in profitable, prudent, resilient and attractively-priced companies tend to generate attractive risk-adjusted returns over a full market cycle. In current market conditions, Quality investing is particularly appealing as this investment style shines in low growth and volatile markets, With an excellent track record over 1,3, and 5 years, our European Sustainable Equities Fund could be an interesting component within your European Equities allocation|
|Biog||Laurent Nguyen joined Pictet Asset Management in 1998. He is a Senior Investment Manager and responsible for Quantitative Equities and SRI investments.|
Before joining Pictet, he was a teaching assistant in the fields of portfolio management and option theory until 1996. From 1997 to 2007, he was an instructor at AZEK-The Swiss Training Centre for Investment Professionals.
Laurent obtained a Master’s degree in Financial Economics from the University of Geneva.
|Job title||Fixed Income Investment Manager|
|Title||Strategic opportunities in a world of negative yields|
|Content||The prospects of fixed income markets in 2016 look not too dissimilar to what we saw in 2015. The difference this year is that consensus forecasts are more conservative. Juan Valenzuela discusses how he captures alpha opportunities in the current environment and the importance of adding value on a risk-adjusted basis.|
|Biog||Juan Valenzuela is an investment manager in the fixed income team with responsibility for analysing global rates markets, both conventional and inflation-linked bonds. He joined us from Alliance Trust, where he was an investment manager on the Alliance Trust Dynamic Bond Fund. Juan is a CFA charterholder and has 13 years’ investment experience.|