The key stakeholders in the investment ecosystem undoubtedly paid significant attention to ESG last year during the Covid-19 pandemic, while regulators across the globe continue to urge asset owners and asset managers to factor sustainability issues into their investments. Most professional investors are now clarifying their motives and strategies for implementing ESG, even though these are not simple black-and-white decisions in many cases. On the organisation level, increasing numbers of institutions and wealth managers are striving to contribute to a better world – or at least trying to align their asset management with their values in sustainable development. Financially, many are also looking to become better investors by integrating ESG into their investment process.
During the virtual event, we are going to discuss:
- Why are asset owners pivoting towards ESG?
- How can ESG help to build more robust portfolios and improve return?
- In what ways are asset owners integrating ESG into their investment processes?
- What are the challenges ahead? How are investors overcoming them?
- Fabrice Chemouny, Head of Asia Pacific, Natixis Investment Managers
- Maxime Druais, Project Manager of the environmental transition, BPCE Group
- Adeline Tan, Wealth Business Leader, Mercer
- Srikanya Yathip, Secretary general, Government Pension Fund (GPF), Thailand
- Stephanie Weston, Head of Portfolio Design, Hesta Super Fund
- Koji Watanabe, CMA, General Manager Equity Investment Department, Asahi Mutual Life Insurance Co.
- Takeshi Kimura, Special Adviser to the Board, Nippon Life Insurance Company
- Claire Martinetto, Head of Natixis Investment Managers Solutions, Natixis Investment Managers
- Estelle Castres, Global Head & Key Insurance Clients, Natixis Investment Managers
- Iain Bell, Events Director, AsianInvestor
You’re cordially invited to join Natixis Investment Managers and AsianInvestor’s digital conference that shares ESG benefits in asset allocation.
This webinar will be conducted in Mandarin
Regulatory reform in China in 2020 further opened its markets to overseas institutional investors. The removal of QFII and RQFII investment quotas, and the lifting of overseas ownership limits in the mutual fund sector have attracted foreign asset managers to set up WFOEs and apply for onshore mutual fund licenses.
Together with the quick economic recovery from the pandemic and relatively healthy returns from China A-shares, more institutional investors are looking to increase their exposure to Chinese equities. Yet the relationship between China and the US is still a major concern for investors. And no one is certain if the situation will improve under a Biden administration. Investors still struggle to manage and model the risk of the Chinese equity market, which might be fundamentally different from other major markets.
During this in-depth webinar, leading industry speakers will discuss how to standardise market risks and returns and examine:
- The dynamics and nuances of the Chinese equity market
- The dominance of China’s SOEs in the market and the impact of state vs private ownership on risk and return
- The distinct behaviors of the traditional risk factors in China and other major markets
- Other factors investors should take into account when investing in the Chinese equity market
- How to factor in the above tilts in risk modeling in a standardised way
Over the past two decades, the value of outstanding US dollar-denominated Emerging Markets (EM) corporate debt has increased by a factor of 20, to over $1.5 trillion – a larger asset pool even than US dollar EM sovereign debt, according to Bank of America Merrill Lynch. This growth has created unique opportunities for investors, particularly those rethinking their asset allocation and risk-reward profiles while seeking diversification and less correlated return streams.
In our upcoming webinar in partnership with Credit Suisse, our expert panel will address questions such as:
- During Covid-19, how well did EM corporate bonds perform and why?
- What are the key risk-reward factors that distinguish EM corporate from EM sovereign debt – and how are they influenced by historical default rates?
- How can EM corporate bond valuations create attractive investment opportunities in countries where sovereign ratings are relatively low?
- When does EM investment grade corporate debt offer an attractive alternative to developed market credit, vis-a-vis the underlying country exposures?
- Which unique considerations are relevant to EM bonds, particularly when it comes to transparency, governance and auditing?
Join us for an in-depth discussion on this exciting area within fixed income.
- The key findings from this exclusive survey
- The biggest portfolio risks over the next 6 months – and how best to manage them
- The changes required in investment decision in a post-pandemic world
- Key opportunities across different assets and markets going forward
- Which assets – including alternatives – appeal to different institutions, and why
- How to prepare portfolios for 2021
- How has Covid-19 exacerbated existing data management challenges?
- What’s missing from traditional data management operating models?
- What is Data-as-a-Service and how does it differ from a managed service?
- What are the drivers and barriers to adoption of Data-as-a-Service?
- Where can automation techniques such as RPA, ML and AI be leveraged and integrated?
- What to look for in a Data-as-a-Service solution provider?
Asset owners across Asia are facing unprecedentedly difficult investment conditions. A seemingly endless era of zero-to-low rates are depressing yields from traditional fixed income asset classes. Major and long-term geopolitical changes, a worldwide de-globalisation movement, and the enduring pain of covid-19 are causing strategic allocation uncertainty.
Building the right investment process to adapt to constantly changing norms has never been more urgent. Developing the right technological infrastructures, powered by a sophisticated operating model, as well as having the right data analytics capabilities, and crucially the right talent, are the only ways asset owners and managers can achieve sustainable growth. The implementation of such a model requires future-looking c-level executives working collaboratively with their service providers.
The ‘Investment Process of the Future’ webcast is aimed at the entire c-level of leading asset owners and managers, from operations to technology, administration to investment, and information to risk. Convening c-level executives from asset owners and managers alike, it will highlight:
- How the shockwaves of covid-19 can prepare a strategy for future disruption
- How different organisational functions can work together to create an investment process that is adaptable to constant external changes
- How to build an effective ‘digital-first strategy’ that spans across different investment functions
- How to identify and keep top talent for increasingly changing roles
- Making sense of data in a world of data ‘over reliance’
Leading the Transformation of Asset Servicing
There is evidence that a well-executed TPA can provide a return benefit of 50 to 100 basis points per annum over a traditional, SAA-based approach (Total Portfolio Approach – A global asset owners study into current and future asset allocation practices. Thinking Ahead Institute). However, investors must be prepared to fully commit to the organisational design, with the potential changes to operations and investment support systems that it implies, if they are to fully reap these benefits.
SimCorp, in partnership with AsianInvestor, will conduct a webinar that dives into the TPA approach. This webinar will cover:
• The shift away from traditional, Strategic Asset Allocation to TPA
• The impact of TPA on capital allocation, internal culture and governance
• Is TPA worth the time, cost and effort?
• The biggest challenges of implementing this approach
• What asset owners need to do to effectively execute TPA’
• A panel discussion
In this webcast, eVestment in partnership with AsianInvestor, will share unique proprietary data around how institutional investors globally have responded to market volatility and suggest some best practices about how best to monitor managers.
The discussion offers participants a chance to learn about specific examples of how market-leading institutional investors conduct quarterly manager monitoring as a way to both prepare for manager meetings and to flag potential investment risks.
Main points of discussion include:
- Why ongoing monitoring of investment managers is important
- Key ways to accurately scrutinise your external managers’ performance
- The importance of monitoring performance and risk relative to peers, not just benchmarks
- Flags that may signal areas of concern to discuss with your manager
Portfolio management is certainly not immune from the far-reaching influence of technology on all aspects of our lives. In line with the ever-faster availability, speed and access of data and digital solutions, investors across APAC must consider the potential applications, drivers, barriers and future of AI, machine learning and Neuro-Linguistic Programming on asset allocation and investing.
In this webinar, AsianInvestor, in partnership with Refinitiv, will reveal insights from a new, exclusive survey of over 175 senior investment professionals in APAC on the role of new technologies within today's investment landscape.
We will address key topics such as:
- The drivers for using new technologies to invest
- The future for new technologies in portfolio management
- How new technologies will (re)define asset allocation and investing in general across the industry
- The barriers to greater engagement of AI and other new technologies - and how to overcome them
- What we as an industry need to do to get ready for these changes
SIX THEMES, FIVE YEARS, ONE OUTLOOK: How Asian investors can get the most out of their portfolios over the next five years
The uncertainty of the world's economy and geopolitics leaves Asian institutional investors with many uncertainties, as they ponder how best to strategically and tactically prepare their portfolios.
Northern Trust has identified six megatrends or themes that it believes will be among the most dominant over the coming five years, and which investors should take stock of as they consider their investment plans.
From concerns over high valuations to a persistent lack of inflation and a longstanding level of tension between the US and China, the world is set to become a more complicated place to navigate over the coming years.
SOLVING THE DATA DILEMMA: Why are data management projects in Asia Pacific failing to deliver value?
Organizations in Asia Pacific are starting to spend more on cleaning up their data to maximize its value. Doing so is now critical as portfolios in the region are becoming more complex and diversified, which raises the risk of unintended exposures.
The data that organisations generate can offer unique intelligence to help them make better investment decisions. But it is only useful if it can be properly identified and managed within appropriate infrastructure. There are also costs associated with data management, so decisions need to be made over its storage and control.
Liquidity is generally absent when you need it most. And with liquidity risk becoming a bigger issue in bond markets, in particular since the 2008 crisis, institutional investors in the Asia-Pacific region believe lower market liquidity is a secular shift necessitating a new investment approach.