The Fund Selector Forum Stockholm 2016 attracted some 25 delegates to hear portfolio managers discuss investment themes and opportunities as diverse as convertible bonds, asset backed securities, management of risks, such as climate risk, beyond standard volatility and correlation metrics, as well as spotting changes ongoing in emerging markets that give rise to opportunities in both local and hard currency debt.
Taking part were speakers from Fisch Fund Services (Fisch Asset Management), MAINFIRST Asset Management, Unigestion and Vontobel Asset Manangement (TwentyFour Asset Management).
InvestmentEurope’s Fund Manager of the Year Awards 2016/17 took place at the May Fair Hotel in London on 29 November.
The Awards recognise funds that offer consistent risk-adjusted perfomance, which are available in at least two of the key markets covered by InvestmentEurope, and which fund selectors across the region have expressed a preference for in their respective categories.
To view the full list of winners and highly commended funds click here: http://www.investmenteurope.net/events/fund-manager-year-awards-winners/
InvestmentEurope‘s Fund Selector Forum Milan took place 10 November 2016 at the Four Seasons hotel, with some 61 fund selectors attending.
The event featured presentations from AB, Capital Group, Comgest, Henderson Global Investors, Jupiter Asset Management and T. Rowe Price; collectively they covered off topics during the presentations on areas such as US stocks, high yield bonds and fixed income investment opportunities amid current low yields, as well as Emerging Markets.
InvestmentEurope‘s Fund Selector Forum Madrid took place 3 November 2016 at The Westin Palace, Madrid, with some 27 fund selectors attending.
Groups taking part included Generali Investments, Nordea Asset Management, Raiffeisen Capital Management, Aviva Investors, and RWC Partners; collectively they covered off topics during the presentations on areas such as multi-asset approaches to total return, the emerging market opportunities particular to the Europe and Asia, the challenges but also opportunities in the ongoing demographic shift globally, and maintaining exposure to fixed income amidst low to negative yields as well as concerns over central bank policy direction.Read more
InvestmentEurope‘s Fund Selector Forum Copenhagen, targeting local fund selectors, saw presentations from five asset management groups including American Century Investments, AXA Investment Managers, Fisch Fund Services, GAM and Nomura.
Collectively, they discussed issues including: opportunities in emerging markets, smart beta, convertible bonds, and facets of credit risk, including US high yield. Delegates were also able to network with peers through the coffee break and lunch, which all took place at the prestigious Hotel d’Angleterre in central Copenhagen.Read more
Funds Society and Open Door Media, publisher of InvestmentEurope, co-hosted the Fund Selector Forum New York 2016 at the Waldorf Astoria on 18 October on behalf of fund selectors in the New York area.
Groups taking part included Brandes Investment Partners, Carmignac, Edmond de Rothschild Asset Management and Henderson Global Investors. Together, they covered off themes including flexible fixed income, global high yield, and the potential return of value investing.Read more
InvestmentEurope’s Autumn Pan-European Fund Selector Summit, was held on 28-30 September 2016 at the Hotel Sofitel Hamburg Alter Wall.
Featuring close to 70 key fund selectors from across Europe, the event saw a keynote delivered by Alistair, Baron Darling of Roulanish, on the topic of Brexit. Further presentations came from some 16 asset management groups on topics including: European fixed income, alternative strategies going mainstream, structured solutions to access capital protection, European long/short equity, use of secular investment themes such as ageing, digital disruption, construction eurozone equity portfolios, investing for income, Chinese and Japanese equities, and flexible approaches to fixed income.
InvestmentEurope‘s Fund Selector Forum Milan 2016, took place on 9 June at the Four Seasons, Milan, with some 46 fund selectors in attendance.
The event feature ideas from six asset management groups, including AB, Aviva Investors, Columbia Threadneedle Investments, Eurizon Capital, Investec Asset Management and Natixis Global Asset Management.
Investment topics covered included multi-asset and multi-strategy investing, US fixed income, emerging markets – both local currency debt and equities – total return investing and minimum volatility investing.
The InvestmentEurope Fund Selector Roundtable Barcelona saw five asset management groups present ideas in an effective format to some 30 key fund selectors serving this financial hub in the Spanish market.
Groups participating included BMO Global Asset Management, Legg Mason Global Asset Management, Pictet Asset Management, Raiffeisen Capital Management and T. Rowe Price. The topics covered ranged from emerging market debt to European long and long/short equity strategies, to systematic, factor-based investing, and the emerging opportunities in the digital disruption of many industries.Read more
InvestmentEurope’s Fund Selector Roundtable Brussels 2016 drew together locally based fund selectors with four asset management groups, including Capital Group, Invesco, Investec Asset Management and T. Rowe Price.
Delegates heard speakers present on areas such as the importanc of fundamentals wehn considering high yield, the use of quantitative equities strategies, harnessing income through dividends, and the benefits of taking a high conviction approach to European equities.
The speakers also participated in a panel discussion, which also included engagement on the question of a possible Brexit from the EU and what this would mean for investors.Read more
The InvestmentEurope Pan-DACH Summit Munich 2016 took place 10-11 May at the Hotel Bayerischer Hof, offering some 45 fund selector delegates access to latest ideas across asset classes from some 12 participating asset management groups.
Those presenting on the first day of the Summit included Mandarine Gestion, First State Investments, AB, Artemis Investment Management, Tortoise Capital Advisors and RWC Partners. Also presenting was Patrick van Veen, a social behaviour expert and founder of Apemanagement, who provided the dinner keynote outlining lessons learned from studying apes that can be applied to behavioural biases in the workplace and elsewhere.
The second day of the Summit saw further presentations from asset management groups including Lord Abbett, Edmond de Rothschild Asset Management, Brandes Investment Partners, Amundi Asset Management and BMO Global Asset Management.