Nordic Institutional Investors' Confernece

October 3,2019

7A Strandvägen, Stockholm


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


Nordic Institutional Investors' Conference


Registration and coffee


Welcome and opening remarks

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Managing Director

Specialist Pension Services


Fixed Income


Fund Manager

Artemis Investment Mangement

Active Fixed Income as Monetary Policy Reaches its Limit

  • 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.  


Fixed Income Investment Director

Capital Group

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

  • 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

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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?




ESG in Fixed Income and Climate Change Benchmarking


Fixed Income Investment Specialist

Insight Investment

Achieving Social and Environmental Impcts 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


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?


Drinks and lunch


Risk Premia, Crowding, Diversification

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Franzen Advisory


Global Head of Research, Multi-Asset Solutions

Wells Fargo Asset Management

Risk Premia - 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


Managing Director, Head of Risk and Diversifying Strategies


Hedge Funds Plus Risk Premia

  • 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” such as Alternative Risk Premia (ARP)

  • How are ARP strategies actually performing live, in terms of absolute return and diversification?

  • What are the key implementation decisions for investors to consider?




Academic Insight & Investors' Current Approaches to ESG



Head of Sustainability


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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 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?

A panel of pension scheme executives and trustees will talk about their pension fund’s investment strategies and experiences. 


Panellists to include:

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Head of Communications and ESG



Head of Sustainability


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Head of Responsible Investments & Corporate Governance



Drinks reception and close of conference


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.


7A Strandvägen, Strandvägen 7, 114 56 Stoc

Strandvägen 7

114 56 Stockholm

Tel: +46 (0)8 586 107 00


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