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SPS Nordic Pension Fund & Institutional Investors' Annual Conference, Stockholm
October 5, 2023
7a Strandvagen, Stockholm
Purpose
This conference is for pension fund investment teams and other institutional investors in Sweden and the Nordic region and is free to attend. It forms part of our Nordic investment events which have been running in Stockholm for over 25 years providing topical, high quality, educational investment information and discussion for investors.
After turbulent markets and a likely recession, the presentations will cover topical Public and Private investment themes as well as Macro perspectives on global investment trends. Sustainable investment is also likely to feature within the programme.
Our Q&A sessions hosted by investors encourage audience engagement and allow you to find out more about certain topics or have the chance to ask the questions that concern you. You’ll also have the opportunity to discuss issues with your peers and the speakers during the breaks.
Programme
09.00
Registration
09.30
Session 1
Senior Portfolio Manager, Dynamic Growth Equity
Allspring Global Investments
Artificial Intelligence and its impact on the Evolving Landscape for U.S. Growth Equities
Explores the rise of artificial intelligence (AI) and its impact on the U.S. growth equity market. While we do need to separate hype from reality, AI has the potential to drive substantial long-term growth for organisations that can leverage its capabilities to innovate and optimise their operations. By augmenting human capabilities, streamlining processes, and uncovering new insights, AI has the potential to unlock previously untapped growth opportunities. While AI Adoption is still in its early stages, we are already seeing near term financial impact on companies which are positioned to benefit from infrastructure build outs. Companies that provide the hardware, software, and related infrastructure that allow other companies to develop and deploy AI applications might be the early winners. In the near term, AI could magnify the dominance of big tech companies that have made substantial investments in AI technologies, thereby sustaining the market concentration observed across U.S. large cap space. Though long-term winners in AI are far from certain, AI will be a crucial factor that can sustain and amplify the advantage of growth equities and provide new opportunities for investors to compound returns in this exciting space
Investment Manager, Systematic Equities
Jupiter Asset Management
The problem of diversification: an alternative approach to global equities
Amadeo Alentorn, lead investment manager, Jupiter Systematic Equities, will address the problem of diversification during markets that are dependent on difficult-to-predict macro events. He will explain how an investment process can be designed to deliver across varied market environments, and how a long-short market neutral equity approach can avoid exposure to the direction of the market. He will discuss how to avoid the dangers of style bias and of an inflexible investment style wedded to value or growth. He will share insights from his team’s recent research and give his analysis of the current environment for global equities.
10.45
Coffee/Tea Break
11.15
Session 2
Fund Manager
Artemis
Empowering a positive future through investing in system level change
A positive future for all life on earth requires fundamental change at a system level. This will occur because of good government policy combined with innovation deployed at scale by companies across most sectors of our economy. This change will reshape how we supply and consume energy and goods, how we travel, how we educate our children and how we provide healthcare to the sick and elderly. As hard as it might be to imagine, much of this change is inevitable and the companies that will drive it probably already exist. Finding and investing in these companies will be a defining driver of investment returns over the next 20 years.
Head of Climate Solutions
LGIM
Cutting the rope in the sustainability vs. profitability tug of war
Delivering the energy transition and maximising profitability are often seen as competing goals, pitting finance and sustainability teams against each other in a tug of war. But by demonstrating that optimising transition strategies can maximise long-term returns we can cut the rope. Discover how engagement-led active strategies can complement index approaches by seeking to drive real-world change at the biggest emitters while potentially unlocking overlooked sources of returns for investors.
12.25
Lunch
13.30
Session 3
Senior Client Portfolio Manager
Pictet Asset Management
The transition needs engagement
Transitioning to a sustainable future is complex and challenging. It will require companies across all sectors to change in order to survive and prosper. Investors can play a vital role, encouraging this transition through engagement. Engagement is more than just voting at AGMs. We believe engagement is partnering with companies to help advance their strategic direction and encourage change. The secrets to success do not rely on size of shareholding and pressure, but understanding companies, determining what is possible and feasible and looking to accelerate change. If done correctly, this can bring financial rewards to both the company and shareholders.
Chair
New Forests
The Evolution of Forestry and Agriculture to a Natural Capital Asset Class
• Highlighting the essential role forests play in achieving a climate neutral economy
• How sustainable practices in forestry and agriculture are key to meeting these targets and reversing deforestation
• The investment experience, benefits, challenges and outlook for institutional investors
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Chief Economist, Svensk Forsakring and Board Member
AP7
Macro outlook for pension/insurance investing
15.20
Close of conference followed by drinks
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.
Sponsors
Pre-conference dinner and exhibitor
Venue
7A Strandvagen
Strandvägen 7
114 56 Stockholm
Tel: +46 (0)8-586 107 00
Media Partners
