Investors rely on ESG equity strategies to comply with their performance objectives. Solutions often combine ESG best in class with best in universe approaches. ODDO BHF Asset Management’s proprietary ESG rating methodology is focused on human capital and corporate governance and its portfolio must obtain a higher ESG rating than its benchmark, the Stoxx Europe Sustainability ex AGTAFA. But performance also matters. In this session, ODDO reveals how its proprietary algo model has outperformed its benchmarks and underlines the importance of ESG performance.
This session discusses the third annual DWS sponsored CREATE-Research paper that examines the relevance of passive strategies for pension funds. This year the study focused on climate risk and highlighted how 65% of 130 pension funds globally plan to increase their climate-linked passive allocations. Points to consider include:
After an initial period of panic, emerging market debt is ending 2020 on a positive note. This session will explore what has changed in emerging market debt and how investors should look at the risks and opportunities in 2021.
Infrastructure and in particular real assets are central to fields of interest to many institutional investors looking to expand into alternatives. While many asset managers cover the investment-side, investors are often unsure about how best to access the asset class. This is particularly true for German and European investors, who are operating in a highly regulated environment. Building on over 50 years’ experience providing fund services to investors and over 12 offering services in alternatives, this presentation reveals Universal Investments’ view from the perspective of an institutional investor on how to structure efficient investment vehicles.
The global sovereign debt market is one of the largest asset classes in the world, yet fixed income markets have typically lagged other asset classes in relation to ESG integration. Sovereign debt investors are exposed to a range of climate-change risks that are typically not well understood or incorporated in the investment process. Part of the challenge has been the lack of sustainable investment products and viable climate data. During this session, we will talk about three important climate risk pillars to consider when looking to make asset allocations to sovereign bonds and climate strategies: