Extended Viewer

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

London


Time

Conference:
Thursday, May 16, 2019

8:00 a.m. - 5:15 p.m. followed by drinks reception

Workshops:
Friday, May 17, 2019

8:00 a.m. - 12:30 p.m. followed by lunch

Location

Jumeirah Carlton Tower,
1 Cadogan Place,
Belgravia, London,
SW1X 9PY.
Map and Directions

Media

If you are a member of the press
and would like additional information
on this conference, please contact
Laura Hudson.


Agenda

Day One: May 16, 2019
TIME DETAILS
8:00 a.m. Registration and Refreshments
8:50 a.m. WELCOME AND OPENING REMARKS
9:00 a.m.

KEYNOTE

Jason Hickel, Anthropologist and Fellow, Royal Society of Arts
Catherine Howarth, Chief Executive, ShareAction

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.

Moderator:
Huw van Steenis, Senior Advisor to the Governor, Bank of England

Panelists:
Martin Gilbert, Vice Chairman, Standard Life Aberdeen, and Chairman, Aberdeen Standard Investments
Richard Gröttheim, CEO, AP7
Ronald Wuijster, CEO, APG Asset Management
Valérie Baudson, CEO, CPR Asset Management & Director of ETF, Indexing & Smart Beta, Amundi
Urban Angehrn, Group Chief Investment Officer, Zurich Insurance Group

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

Moderator: 
Rene Veerman, Head of EMEA Analytics Client Coverage, MSCI

Panelists: 
Alan Coutts, Global COO, Investments, Aberdeen Standard Investments
Nasreen Kasenally, Chief Risk Officer, UBS Asset Management
Paul Flavier, Chief Risk Officer, AXA Investment Managers
Sandor Hendriks, Head of Financial Risk Management, Robeco

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?”

Moderator:
Linda-Eling Lee, Global Head of ESG Research, MSCI

Panelist:
Amy Larkin, Author, Environmental Debt: The Hidden Costs of a Changing Global Economy
Anna Hyrske, Head of Responsible Investments, Ilmarinen
Mark Ferguson, Founding Partner and Co-Chief Investment Officer, Generation Investment Management
Mark Campanale, Founder and Executive Director, Carbon Tracker

5:10 p.m. CLOSING REMARKS
5:15 p.m. End of Conference and Networking Reception
Day Two: May 17, 2019
TIME DETAILS
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
Michael Mebane, Senior Associate, MSCI
Zoltan Nagy, Executive Director, 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
Simona Staub, Executive Director, 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
Michael Hayes, 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
Jenny Lim, 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

Scroll the table to the right to see more

Event Speakers

Urban Angehrn

Group Investment Officer | Zurich Insurance Group

Read Bio

Valérie Baudson

CEO | CPR Asset Management

Read Bio

Mark Campanale

Founder & Executive Director | Carbon Tracker

Read Bio

Alan Coutts

Global Chief Operating Officer, Investments | Aberdeen Standard Investments

Read Bio

Mark Ferguson

Founding Partner and Co-Chief Investment Officer | Generation Investment Management

Read Bio

Paul Flavier

Chief Risk Officer | AXA Investment Managers

Read Bio

Martin Gilbert

Vice Chairman | Standard Life Aberdeen

Read Bio

Richard Gröttheim

CEO | AP7

Read Bio

Sandor Hendriks

Head of Financial Risk Management | Robeco

Read Bio

Jason Hickel

Anthropologist and Fellow | Royal Society of Arts

Read Bio

Catherine Howarth

Chief Executive | ShareAction

Read Bio

Anna Hyrske

Head of Responsible Investments | Ilmarinen

Read Bio

Nasreen Kasenally

Chief Risk Officer | UBS Asset Management

Read Bio

Amy Larkin

Author, Environmental Debt: The Hidden Costs of a Changing Global Economy |

Read Bio

Linda-Eling Lee

Global Head of ESG Research | MSCI

Read Bio

Sebastien Lieblich

Global Head of Equity Solutions | MSCI

Read Bio

Dimitris Melas

Global Head of Core Equity Research | MSCI

Read Bio

Peter Shepard

Head of Fixed Income, Multi-Asset Class and Real Estate Research | MSCI

Read Bio

Huw van Steenis

Senior Advisor | Bank of England

Read Bio

Rene Veerman

Head of EMEA Analytics Client Coverage | MSCI

Read Bio

Ronald Wuijster

Chief Executive Officer | APG Asset Management

Read Bio

Peter Zangari

Global Head of Research and Product Development | MSCI

Read Bio