Nordic Pension Fund & Institutional Investors Conference
08.30 : Registration and Coffee
08.55 : Welcome & Opening Remarks
Trevor Cook, Managing Director, Specialist Pension Services
09.00 : Session 1: Introduction
Sara Bernow, Partner & Global ESG Lead, McKinsey & Company
Examining the Increasing Opportunities in Private Equity and Credit & ESG Considerations
As pension funds increase their illiquid investments, this talk will look at opportunities and investment strategies. It will also cover the increasing work on increasing ESG issues in this area.
Axel Groß-Klußmann, Senior Associate Partner, Multi-Asset, Quoniam Asset Management
Risk Premia 2.0 - Evolution and Diversification: Is more Premia always Better?
- Is market-neutral a myth?
- Looking at different kinds of beta.
- Optimal diversification - how many risk premia?
10.15 : Coffee/Tea
10.45 : Session 2: ESG Considerations in Portfolios
Moderator: Gunnela Hahn, Head of Responsible Investments, Church of Sweden
Simon Cooke, Analyst Emerging Markets, Insight Investment
Debunking the ESG Myths in Emerging Market Debt
EM governance standards are so poor as to make ESG irrelevant. Regardless, there is no ESG data available to analyse anyway. That is what many say. Is it the truth? No. ESG analysis, properly incorporated into the investment process, has the potential to generate consistent alpha. It should be a structural component of EMD investing. Not something to ignore.
Gerold Permoser, CIO & Chief Sustainability Officer, Erste Asset Management
ESG Integration and its Pitfalls
Over the last years, Sustainable Investing developed from a market niche into a mainstream topic. Still, Sustainable Investing is an opaque topic and seen very differently within but also between countries and regional investment traditions. Consequently, very often discussions focus on the definition of Sustainable Investing and much less on how it can be done in practice. Contrary to this we would like to focus on implementation pitfalls in setting up a Sustainable Investment process. Given the broad scope of the topic will we focus on the topics of performance consequences and voting.
Meryam Omi, Head of Sustainability & Responsible Investment Strategy, Legal & General Investment Management
Looking beyond Engagement in Index Funds - no Reason to be Passive
Index investors own the entire market, so they have the ultimate interest in protecting long term risks. This requires a change in focus for ESG, from outperforming companies (seeking alpha) to protecting overall market returns (beta). This talk will look at how, with improved data, index investors have more options than is usually assumed to serve as drivers of change, and how company engagement is imperative in raising standards for the entire market.
12.30 : Drinks and Lunch
13.40 : Session 3:
Fong Yee Chan, Senior Product manager (Sustainable Investment), FTSE Russell
Integrating Sustainable Investment into Passive Portfolios -an Index Provider's Perspective
This talk will
- Describe how and why demand is increasing for index based approaches to sustainable investment implementation
- Demonstrate how investor objectives on sustainable investment can be incorporated into index design
- Highlight the outcomes of sustainable investment index design
- Outline how an index provider can engage the market and provide alignment with Asset Owner stewardship / engagement objectives
Mark Fitzgerald, Head of ETF Product Management, Vanguard Europe
Factor Investing: Key Considerations
This talk makes the case that factor investing is active investing and that strategies need to be actively implemented. It outlines the benefits and risks of active and passive implementation and will consider how to obtain consistent factor exposure and avoid factor delay. We will highlight how some factor strategies can deliver different factor exposure from what you thought.
14.50 Session 4: Updates from the Industry
Erik Fransson, Director Fund Department, Swedish Pensions Agency
The New Premium Pension System
Examining the new reforms and the impact they will have on Swedish pension provision.
Panel: What's on our agenda?
A panel of pension funds/investors discuss the issues of concern to them at the moment. Topics may include ESG, increasing illiquidity, manager selection.
Speakers to be confirmed
16.00 : Drinks Reception & Close of Conference
This conference is for Nordic institutional investors, particularly pension funds, foundations, family offices and private banks, as well as selected institutional investors from further afield.
The conference is by invitation only for pension funds and other institutional investors. If you are not already receiving an invitation please contact us. A limited number of Complimentary invitations are usually available to genuine pension fund representatives (executives and trustees) and other approved institutional investors. However, to ensure we have room for as many funds as possible, we have to limit free places to 2 attendees per approved organisation thereafter a reduced rate fee is payable per delegate. Furthermore, SPS always reserves the right of admission (free or paid) and our decision is final.
114 51 Stockholm
Tel: +46(0)8-586 107 00
August 30, 2018 Le Meridien Piccadilly, London
September 13, 2018 Le Meridien Piccadilly, London
September 20, 2018 Apollo Hotel, Amsterdam
October 2, 2018 7A Strandvägen, Stockholm
October 11, 2018 Le Meridien Piccadilly, London
November 8, 2018 Le Meridien Piccadilly, London
November 15, 2018 Le Meridien Piccadilly, London
November 22, 2018 V&A Marriott, Manchester
December 11, 2018 Le Meridien Piccadilly, London
January 10, 2019 Le Meridien Piccadilly, London
February 14, 2019 Le Meridien Piccadilly, London
March 7, 2019 Copenhagen
March 13, 2019 Le Meridien Piccadilly, London
March 21, 2019 Apollo Hotel, Amsterdam
April 10, 2019 Le Meridien Piccadilly, London
April 17, 2019 Le Meridien Piccadilly, London
May 9, 2019 Le Meridien Piccadilly, London
June 11, 2019 Dublin
June 18, 2019 Le Meridien Piccadilly, London
July 11, 2019 Le Meridien Piccadilly, London
September 5, 2019 Le Meridien Piccadilly, London
September 12, 2019 Le Meridien Piccadilly, London
September 24, 2019 Apollo Hotel, Amsterdam
October 3, 2019 7A Strandvägen, Stockholm
October 10, 2019 Le Meridien Piccadilly, London
November 7, 2019 Le Meridien Piccadilly, London
November 14, 2019 Le Meridien Piccadilly, London
November 21, 2019 The Met Hotel, Leeds
December 5, 2019 Le Meridien Piccadilly, London