The InvestmentEurope Swiss Summit occurred 7-8 June 2018 at the Hotel Bellevue Palace in Bern. Delegates have heard of eight asset management companies: AllianceBernstein, Investec Asset Management, Danske Invest, First Trust Global Portfolios, WisdomTree, Kames Capital, Neptune Investment Management, Smith & Williamson.
Topics covered included US mortgage-backed securities, ETFs, artificial intelligence, Japanese equities, emerging market bonds, eurozone equities, global equities, total return credit.
The event’s keynote speaker was ethical hacker and social engineer FC aka ‘Freakyclown’ who breaks into banks, offices and government facilities in the UK and Europe.Read more
InvestmentEurope‘s Oslo Roundtable 2018 took place on 7 June at the Grand Hotel in the Norwegian Capital.
Targeting local fund selectors, the event saw six groups participating, inluding Acadian Asset Management, AXA Investment Managers, Fisch Fund Services, GAM Investments, Mirae Asset Global Investments and T. Rowe Price.
Collectively, they outlined investment ideas such as approaching emerging markets through use of factors and running co-portfolio manager structures; European equities through both the single and multi-factor lenses; the role of fixed income in portfolio diversification and providing downside protection as rates rise; and how best to bridge the equity and fixed income asset classes through use of convertible bonds at a time when issuance is expected to increase.Read more
The InvestmentEurope Barcelona Roundtable 2018 took place once again at the Hotel Majestic on 31 of May 2018.
Some 30 Spanish fund selectors – mostly Barcelona and Andorra-based – engaged with four different asset management groups presenting at the roundtable, including First Trust Global Portfolios, Alliance Bernstein, Candriam Investors Group, and T. Rowe Price.
Collectively, they covered areas such as US and emerging markets equities; a new approach to fixed income focus on relative global yield divergence and the carry or currency risk premium; and European fixed income.Read more
InvestmentEurope’s DACH Summit Munich 2018 took place on 15 and 16 May at the Hotel Bayerischer Hof.
The forum offered two days of informative boardroom session, presented by nine asset management groups including Columbia Threadneedle Investments, Azimut, First Trust Global Portfolios, RobecoSAM, Edmond de Rothschild, Mandarine Gestion, Baillie Gifford, Invesco, and Candriam.
The event keynote was delivered by Sandro Gaycken, director of the Digital Society Institute at ESMT Berlin. He is a technology- and security researcher, exploring the nexus of digital technology, economies and politics. His research focus is on cyber warfare, cyber defence, cyber intelligence and high security IT.
The InvestmentEurope Pan-European Summit Lausanne 2018 once again took place in the stunning Beau Rivage Palace in Lausanne on the shores of Lake Geneva.
Some 12 asset management groups participated, including Acadian Asset Management, Baillie Gifford & Co, Brandes Investment Partners, Candriam Investors Group, Eurizon Capital, Fiera Capital, Invesco PowerShares, Investec Asset Management, Old Mutual Global Investors, Origen Asset Management (a boutique of Principal Global Investors), Tokio Marine Asset Management, and Wellington Management.
Collectively, they covered areas such as European, global and Japanese, US and emerging markets equities; understanding fixed income amid rising inflation and the opportunities in emerging market debt denominated in hard currency; systematic and value approaches to investing; and the use of US preferred securities as well as developments in impact investing.
Keynote at the event was Andreas Ekström, author, columnist and commentator on the digital revolution. He outlined a thesis showing how in an era of increasing reliance on digital content and knowledge points to a business such as Facebook taking an unassailable lead, and the role that the state could or should play in ensuring that a single company cannot come to dominate should policy be implemented that ends so called net neutrality.
The event also features an in-depth presentation on SharingAlpha’s platform for fund selectors looking to rate funds and build up a ranking of their own abilities to select funds; while an interactive Q&A session delved into the views of delegates to facets of event-driven interaction with fund managers; and a panel of the directors of the Association of Professional Fund Investors outlined the objectives of that organisation and its intent to contributed to the development of professional standards that could be applied across the European fund selector community.Read more
InvestmentEurope’s first ESG Froum took place on 12 April at the Bar au Lac in Zurich.
The event, which attracted about 30 European selectors was sponsored by Hermes Investment Management, UBS Asset Management, Liontrust and RobecoSAM.
Key themes of the event include active, unconstrained approaches to ESG, combining sustainable investing and passives, ESG and European equities as well as incorporating the United Nations Sustainable Development Goals into investment strategies.Read more
Six asset management companies presented at the Frabelux Forum 2018 that occurred at the Hotel Ritz Paris on 22 March 2018. This included Candriam, First Trust Global Portfolios, Finisterre Capital (a boutique of Principal Global Investors), T. Rowe Price, Pyrford International (a boutique of BMO Global Asset Management) and Twenty Four Asset Management (a boutique of Vontobel).
Among topics covered were emerging market debt, Japanese equities, currencies and global sovereign bonds.
The event gathered fund selectors from France, Belgium and Luxembourg.Read more
The InvestmentEurope Nordic Summit Stockholm 2018 was held 12-13 March at the Grand Hôtel Stockholm, bringing together some 40 fund selectors from around the region to meet 12 asset management groups over two days of presentations and networking.
Groups participating included Candriam Investors Group, Eaton Vance Investment Managers, Eurizon Capital, First Trust Global Portfolios, GAM, J O Hambro Capital Management, Jupiter Asset Management, La Française, OppenheimerFunds, RobecoSAM, Unigestion and Vontobel.
Topics included climate change, sustainable water objectives, impact investing, ESG considerations in global equities, emerging market equities and both hard and local currency debt, alternative risk premia, value and growth opportunities in the eurozone and dividends from Japan.
A special keynote address to delegates came from Nicklas Bergman, serial tech entrepreneur and deep tech investor and futurist, who outlined his view of the sorts of technologies that will come to affect asset managers and fund buyers in the future, through areas such as robotics and artificial intelligence.Read more
Investment Europe’s Milan Forum 2018 took place on 8 March at the Four Seasons Hotel in Milan, where some 60 delegates attended presentations from BMO Global Asset Management, Eurizon Capital, Old Mutual Global Investors, Manulife Asset Management, Unigestion and Vontobel Asset Management.Read more
InvestmentEurope hosted the Frankfurt Roundtable 2018 on 22 February at the Steigenberger Frankfurter Hof.
Themed around fixed income, the Roundtable provided an opportunity to evaluate investment opportunities, meet fund managers and network with peers.
The InvestmentEurope Fund Manager of the Year Awards 2017/18 were held 30 November at The Andaz Hotel in the City.
Designed to recognise the best cross-border funds available in key European markets, the Awards involve a quantitative and qualitative methodology supported by Thomson Reuters Lipper and SharingAlpha. They also recognise key fund selectors across Europe for their work in the industry.
The Tel Aviv Forum 2017 took place 6 December at the Hilton Tel Aviv for some 25 fund selectors working in the local Israeli market.
Groups participating included Aegon Asset Management/Kames Capital, Columbia Threadneedle Investments, janus Henderson Investors and Schroders, with topics covering pan-Asian and Chinese equities, European asset backed securities, and UK commercial and residential property.Read more