CONFERENCE DETAILS

 

Nordic Institutional Investors' Conference
 

 

3 October 2019
7A Strandvägen, Stockholm

Programme

  

Nordic Institutional Investors' Conference


08.30    :    Registration and Coffee

 

08.55    :    Welcome & Opening Remarks

 

LizLiz Doughty, Conference Director, Specialist Pension Services

 

 

 

09.00   :      Session 1:  Fixed Income      

              

 

Juan ValenzuelaJuan Valenzuela, Fund Manager, Artemis Investment Management

 

Target Absolute Return in Fixed Income 

  •  
  • Fixed income markets in the current socio economic environment
  • Limitations and challenges for traditional monetary policy and its long term implications for bond markets
  • Identifying relative value and selective directional opportunities across the investable universe in order to maximise risk adjusted returns  

 

 

Jeremy CunninghamJeremy Cunningham, Fixed Income Investment Director, Capital Group

 

Why it Might be Time to Reconsider an Active Allocation in Emerging Market

 

  • What are the growth dynamics and strengthening economic fundamentals of EM countries
  • Growth, income and diversification benefits
  • How an active allocation:
    can allow you to capture different  drivers of return and manage risk
    could mitigate unintended consequences of index construction

 

 

Kearney Posner Andrew Fox, Investment Strategist, Lord Abbett

 

Investing in Bank Loans 

 

  • The longest credit cycle in history marches on, with accommodative monetary policy and a host of geopolitical risk
  • Senior loans have enjoyed incredible growth but more recently have suffered meaningful outflows
  • Where are the opportunities now, and what are the dangers?

 

 

10.50    :    Coffee/Tea

 

 

11.20     :    Session 2: ESG in Fixed Income and Climate Change Benchmarking

 

 

Kristofer DreimanModerator: Kristofer Dreiman, Head of Responsible Investment, Länsförsäkringar

 

 

 

 

 

Isabelle MeyerIsabelle Meyer, Fixed Income Investment Specialist, Insight Investment

 

Achieving Social and Environmental Impacts in Fixed Income Portfolios

 

  • Key considerations for allocating towards positive impact themes in a fixed income portfolio

  • What strategies are available?

  • How credit mandates can align with UN Sustainable Development without compromising on financial performance

 

 

  

Aled JonesAled Jones, Head of Sustainable Investing, Europe, FTSE Russell

 

Integrating Climate Change Considerations into Passive Investment Strategies

 

  • Climate change clearly presents significant risk and opportunities for investors
  • What climate change considerations are relevant to investors?
  • How can investors capture climate change risk and opportunities in their portfolio?

 

  

12.30    :     Drinks and Lunch

 

13.40    :     Session 3: Risk Premia, Crowding & Diversification 

 

  Moderator: Tomas Franzén, Founder, Franzen Advisory

 

 

   

Dan MorrisWai Lee, Global Head of Research, Multi-Asset Solutions, Wells Fargo Asset Management

 

"Nobody goes there anymore. It's too Crowded"

 

  • Crowding reflects a collective belief in a risk premiums existence, yet its garnered a bad reputation in the financial media
  • We've all heard the warning bell: as more portfolio owners chase the benefits of a particular investment strategy, the subsequent surge in flows will lead to negative outcomes
  • However without crowding, risks are only idiosyncratic and not systematic 
  • Therefore you should embrace crowding and this presentation explains why 

 

 

Toby GoodworthDr. Toby Goodworth, Managing Director, Head of Risk and Diversifying Strategies, bfinance

 

Rethinking Diversification

 

  • Diversification is back in the spotlight to reduce equity risk factor exposure and/or improve robustness
  • Long menu of "diversifying strategies" features many that are relatively opaque, complex and expensive
  • Innovations in "liquid alternatives", with the rise of Alternative Risk Premia (ARP)
  • How are ARP strategies actually performing live, in terms of both absolute returns and diversification?
  • What are the key implementation decisions for investors to consider? 

 

 

14.55    :    Coffee/Tea

 

 

15.10     :   Session 4: Academic Insight & Investors' Current Approaches to ESG

 

Carina SilbergModerator: Carina Silberg, Head of Sustainability, Alecta

 

 

  

 

 

Magnus DahlquistMagnus Dahlquist, Professor of Finance, Stockholm School of Economics

 

Active Management at the Government Pension Fund Global in Norway: A Review

 

  • This recent review looked at the role and contribution of the active management in the Government Pension Plan.
  • What did it show and what suggestions can be made for the wider role of active management in pension investment management?

 

ESG Pension Panel

With the incredibly rapid development of ESG and sustainable investing, this panel of investors will look at their current strategies, areas of concern and how they would like to see this sector develop in the next few years.

 

Panellists to include:

 

Johan Floren  Johan Florén, Head of Communications and ESG, AP7

 

 

 

 

Carina SilbergCarina Silberg, Head of Sustainability, Alecta

 

    

 

 

Emilie Westholm, Head of Responsible Investments & Corporate Governance, Folksam

 

 

 

 

16.15    :    Drinks Reception & Close of Conference

Purpose

This conference, conducted in English, aims to examine a range of investment strategies of interest to Institutional Investors, particularly pension funds, foundations, family offices and private-banks from the Nordic region as well as those from further afield.  We will seek to consider the latest trends and the outlook for investments whilst taking into account practical issues and requirements specific to Swedish and other Nordic investors. 

Cost

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.

Venue

7A Strandvägen  

114 51 Stockholm

Tel: +46(0)8-586 107 00

website

 

 

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