MSCI Annual Global Investing Conference and Workshops
MSCI Annual Global Investing Conference and Workshops
Please join us for the MSCI Annual Global Investment Conference and Workshops in London on May 16-17, 2019.
Once a marginal consideration, the notion of sustainability is evolving and becoming central to the strategic choices we make about our future. Beyond the limits of ESG investing, the 2019 MSCI Annual Global Investing Conference moves beyond the rhetoric, challenging the world’s leading decision-makers to consider the sustainability of the investment industry itself.
Join us in London where you will hear insights from industry leaders and influencers and explore the issues that are disrupting, driving and enabling change. You can expect original and thought-provoking insights with actionable steps to think differently about risk, transparency, and strategies for creating lasting value, including:
- New sources of data that will be required to remain competitive;
- The investment implications of long-horizon risk;
- The link between transparency and stakeholder demands for greater financial reporting details;
- Real-world approaches to building a resilient, sustainable industry.
MSCI is uniquely suited to lead this conversation. Our research informs the entire industry. We are engaged in every facet of the investment process in more meaningful ways than any other organization and committed to the future sustainability and transparency of the financial markets.Register Now
May 16-17, 2019
Thursday, May 16, 2019
8:00 a.m. - 5:15 p.m. followed by drinks reception
Friday, May 17, 2019
8:00 a.m. - 12:30 p.m. followed by lunch
Jumeirah Carlton Tower,
1 Cadogan Place,
Map and Directions
If you are a member of the press
and would like additional information
on this conference, please contact
|Day One: May 16, 2019|
|8:00 a.m.||Registration and Refreshments|
|8:50 a.m.||WELCOME AND OPENING REMARKS|
|9:00 a.m.|| |
Jason Hickel, Anthropologist and Fellow, Royal Society of Arts
|9:45 a.m.|| |
THE IMPERATIVE OF SUSTAINABILITY: THE CEO’S PERSPECTIVE
A panel of industry leading CEOs will expand the definition of sustainability beyond ESG by discussing how putting risk first, pursuing smarter uses of traditional asset classes and advancing consistency in investment processes can positively affect long-term performance.
|11:00 a.m.||Refreshment Break|
|11:30 a.m.|| |
MSCI RESEARCH PRESENTATION: NEW PERSPECTIVES ON ASSET ALLOCATION
This presentation will focus on the evolution and disruption in asset allocation approaches (e.g. strategic asset allocation, reference portfolio, total portfolio approach) including the framing of practice and ‘best practice’ in asset allocation.
Peter Zangari, Global Head of Research and Product Development, MSCI
|12:15 p.m.|| |
THE INVESTMENT IMPLICATIONS OF LONG-HORIZON RISK
The panel will debate how large global asset managers build sustainable operations by adapting their investment infrastructure to shifting market dynamics. Specifically, the panel will look into testing and incorporation of ESG related factors in their investment and risk processes, how to balance short term versus long term risk horizons, and the integration of information across the front and middle office
|1:00 p.m.||Lunch and Networking|
|2:15 p.m.||RESEARCH STREAMS|
STREAM 1: INTEGRATING ALTERNATIVE DATA INTO ACTIVE STRATEGIES
In this session we present new research on blending quantitative signals and fundamental insights. The focus will be on alternative data sources, including, analyst sentiment, news information, option trading, stock lending and aggregate hedge fund positions.
Dimitris Melas, Global Head of Core Equity Research, MSCI
STREAM 2: FROM ‘WHY ESG’ TO ‘HOW ESG’
Recent studies linking ESG and financial performance have used myriad approaches to integrate ESG factors into portfolio construction. When should you apply screens, tilts or optimization? What impact on financial and ESG performance should you expect with each approach? This session draws on research findings from MSCI’s ‘The Foundations of ESG Investing’ series to provide a practical framework for how to choose an implementation path that can achieve both ESG and financial objectives.
Linda-Eling Lee, Global Head of ESG Research, MSCI
|3:00 p.m.||RESEARCH STREAMS|
STREAM 1: MANAGING EMERGING MARKET ALLOCATION IN THE NEW ECONOMIC ENVIRONMENT
In this session we consider the challenges and opportunities that investors face today in managing their emerging market allocations in the current economic and market environment.
Sebastien Lieblich, Global Head of Equity Solutions, MSCI
STREAM 2: UNDERSTANDING HORIZON: MARKET REGIMES, THE CYCLE, MACRO AND LIQUIDITY RISK
We introduce a wide range of new research to make sense of horizon. A new macro risk model provides a framework for long-horizon risk, accounting for valuation, new forms of mean reversion, and the risk of a flip of the bond-equity correlation. At a shorter horizon, we introduce new regime-shifting models, including shocks to liquidity, and explore how forced trading can turn long-horizon investors into short horizon investors.
Peter Shepard, Head of Fixed Income, Multi-Asset Class and Real Estate Research, MSCI
|3:40 p.m.||Refreshment Break|
|4:10 p.m.|| |
THE NOT-SO-DISTANT FUTURE FOR CLIMATE RISK
The impact of climate change is becoming far too consequential to ignore. Investors need to understand the facts, the probable paths and likely implications. Addressing climate change in a meaningful way will require significant action from major players across the entire investment value chain. Hear from leading experts who understand the facts discuss and debate the topic “is financial stability possible without environmental stability?”
|5:10 p.m.||CLOSING REMARKS|
|5:15 p.m.||End of Conference and Networking Reception|
|Day Two: May 17, 2019|
|8:00 a.m.||Registration and Refreshments|
|8:45 a.m.||WELCOME AND OPENING REMARKS|
|9:00 a.m.||WORKSHOP STREAMS|
STREAM 1: INTEGRATING SENTIMENT FACTORS AND ESG INTO EQUITY PORTFOLIOS
This workshop demonstrates how integrating sentiment data available only in FactorLab into pragmatic portfolio construction cases, can show that both standalone and composite FactorLab signals generate significant alpha.
Omar Garcia, Vice President, MSCI
STREAM 2: POWERING THE FIXED INCOME INVESTMENT PROCESS - A CASE STUDY ON EUROPEAN CREDIT
European credit markets face unprecedented challenges driven by prolonged unconventional monetary policies, political turmoil, sluggish growth and increased volatility. Through this case study we will show how MSCI’s best-in-class factor analytics and interactive tools can be used to gain deeper insights.
Shirija Lohade, Senior Associate, MSCI
|9:45 a.m.||WORKSHOP STREAMS|
STREAM 1: MSCI ANALYTICS SERVICES: FROM IMPLEMENTATION TO MODEL VALIDATION
In addition to best-in-class analytics, MSCI offers professional, data management and operational Support services. We take a highly consultative approach to understand your exact needs and create quality fit-for purpose service offerings that are reliable and can scale in line with your business strategy. In this workshop we will introduce our Model Validation services, covering both broad investment themes and client-specific applications.
Lev Soynov, Executive Director, MSCI
STREAM 2: SUSTAINABLE INVESTING - PORTFOLIO CONSTRUCTION
This workshop focuses on the fundamental characteristics of assets within different carbon risk groups, visualize their behavior over time, analyze systematic and specific effects and their potential impact on the different portfolio construction techniques.
Yuliya Plyakha, Vice President, MSCI
|10:30 a.m.||Refreshments and Networking Break|
|11:00 a.m.||WORKSHOP STREAM|
STREAM 1: MAC OPTIMIZATION: SOLVENCY II PORTFOLIO OPTIMIZATION
This workshop demonstrates how MSCI’s risk and portfolio construction tools can be deployed to construct portfolios that are optimal from a risk-return perspective and limit the Solvency II SCR charges.
Mannan Abbasi, Vice President, MSCI
STREAM 2: ESG INTEGRATION INTO A EURO CORPORATE BOND STRATEGY
Integration of ESG ratings and data has become increasingly popular in equities investing. This workshop looks at different approaches of how to integrate ESG in Fixed Income portfolios.
Peter Niebling, Executive Director, MSCI
|11:45 a.m.|| |
INTRODUCING MSCI BEON
Designed in response to the financial industry’s most complex data challenges, MSCI Beon is a next-generation analytics platform harnessing advanced integration technologies to take you beyond the limits of your current portfolio analysis capabilities.
MSCI Beon delivers our high-quality content, risk analytics, and portfolio management tools in one place. It seamlessly integrates with your data and analytics as well as data and analytics from third-party sources. The result is robust analysis with greater flexibility and the power to transform the way you work.
|12:30 p.m.||Close of Workshops followed by lunch|
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Head of Financial Risk Management | RobecoRead Bio
Anthropologist and Fellow | Royal Society of ArtsRead Bio
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Head of Responsible Investments | IlmarinenRead Bio
Chief Risk Officer | UBS Asset ManagementRead Bio
Author, Environmental Debt: The Hidden Costs of a Changing Global Economy |Read Bio
Global Head of ESG Research | MSCIRead Bio
Global Head of Equity Solutions | MSCIRead Bio
Global Head of Core Equity Research | MSCIRead Bio
Head of Fixed Income, Multi-Asset Class and Real Estate Research | MSCIRead Bio
Huw van Steenis
Senior Advisor | Bank of EnglandRead Bio
Head of EMEA Analytics Client Coverage | MSCIRead Bio
Chief Executive Officer | APG Asset ManagementRead Bio
Global Head of Research and Product Development | MSCIRead Bio