FUTURE
CONFERENCES
Purpose
This conference, conducted in English, aims to examine a range of investment strategies of interest to institutional investors from Sweden and the wider Nordic region, including pension funds, foundations, family offices and private banks. We will consider a range of topical investment strategies, opportunities and new ideas, looking at the latest trends and the outlook for investments in the prevailing macroeconomic climate, whilst taking into account practical implementation considerations and specific regional challenges and/or requirements.
Programme
09.30
Registration
10.00
Session 1
EMEA Head of Fixed Income and Convertible Index Product
FTSE Russell - An LSEG Business
and
Systematic Fixed Income Product Strategist, Director
BlackRock
Decarbonisation in fixed income portfolio
• How do we finance transition? Why is it needed?
• Who is the Transition Pathway Initiative?
• What alternative approach could we use to finance transition for new Corporate Debt or refinance corporate debt?
Portfolio Manager – Hybrid Bonds
Nomura Asset Management U.K. Ltd
What are Corporate Hybrid Bonds and why should you care?
The Corporate Hybrid Bond market has grown from close to zero in 2012 to over 200 billion euros, equivalent, today. The issuers are mainly high quality, ‘household name’ non-financial companies and the structure is relatively investor-friendly. Furthermore, Corporate Hybrid bonds are becoming a significant part of the major Investment Grade bond indices. Yet, many investors have little understanding of these bonds’ characteristics and often mistake them for ‘Coco’s’. This session will explain what corporate hybrid bonds are and why they are attractive for fixed income investors.
11.15
Tea/coffee
11.45
Session 2
Global CIO Quantitative Strategies, ETF and Indexing
HSBC Asset Management
Managing an equity portfolio in the context of moving ESG & Climate goals
Institutions are challenged by regulations and stakeholder pressure to make extra financial commitments. This raises a lot of issues such as defining the commitments, reporting on them, delegating them, measuring performance, reporting on performance and on the commitments.
Investment Director, SWEN Impact Fund for Transition
SWEN Capital Partners
The importance of renewable gases in the energy transition
13.00
Lunch
14.00
Session 3
Senior Researcher & VP
Dimensional Fund Advisors
Is passive more active than you think? Uncovering active decisions and hidden costs within indexing
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How do the active decisions made by index providers, such as stock selection and rebalancing methodology, impact the overall performance of index funds?
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How significant are the performance disparities among indices that presumably proxy for the same asset class or factor exposure?
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What criteria can institutional investors employ to understand and evaluate the pros and cons of an index-based approach relative to discretionary and quantitative approaches?
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The benefits above indexing of a systematic active approach, which combines research-lead portfolio construction and a flexible daily process, especially in lightly-tilted or low-tracking-error solutions.
Senior Economist
Sveriges Riksbank
Economic outlook
A summary of the macro outlook for the Swedish economy based on the monetary policy decision.
15.15
Close of conference
Cost
The conference is by invitation only for pension funds and other institutional investors and we welcome new attendees from these investors. Therefore if you are not already receiving an invitation please contact us. A limited number of Complimentary invitations are 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 3 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 Strandvagen
Strandvägen 7
114 56 Stockholm
Tel: +46 (0)8-586 107 00
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