Market Trends, Market Transparency
delivering investment insights through data, research and analytics

The investment markets are evolving rapidly. Asset managers and asset owners are quickly adopting innovative approaches to using data across their investment process, from asset allocation decision making, to risk analysis and security selection. ESG integration and factor investing approaches are becoming increasingly mainstream. Can we quantify and understand the impact of these key industry trends?

In this seminar, we will explore these themes and demonstrate how MSCI’s index data, research and analytics can provide insights into these important market trends.

Agenda topics include: 

  • Understanding Trends in Benchmark Adoption
  • The Evolution of ESG in Investment and Risk Management
  • Frontiers of Factor Investing: from Equity to Multi-Asset Class
  • Investment Differentiation - Standing out in the Crowd. 
  • Understanding Risk and Performance in Private Real Estate

Register Now

Nov 21, 2017

|Milan


Time

8:00 a.m. - 3:00 p.m.

Please note you are able to
register for morning session
or afternoon sessions individually.

Location

Mandarin Oriental Milan,
Via Andegari, 9,
20121 Milano,
MI, Italy,
Maps and Directions

 


Agenda

Nov 21, 2017
TIME DETAILS
8:00 a.m. REGISTRATION AND BREAKFAST
8:30 a.m. WELCOME REMARKS
Francesco Daglio, Executive Director, MSCI
8:35 a.m.

UNDERSTANDING TRENDS IN BENCHMARK ADOPTION
Francesco Daglio, Executive Director, MSCI

  • What are the latest and most significant trends in the way asset owners are adapting their approaches to benchmarking?
  • What steps should investors be considering to best take advantage of these movements?
  • What are the tools available that can facilitate these steps?
9:15 a.m.

THE EVOLUTION OF ESG IN INVESTMENT AND RISK MANAGEMENT
Marion de Marcillac, Vice President, MSCI
Umberto Di Meglio, Assoicate, MSCI

  • Results of MSCI’s 2017 Analytics and ESG consultation
  • How are market trends driving ESG integration
  • Examples of ESG integration across the investment process
10:00 a.m. REFRESHMENT BREAK
10:30 a.m.

FRONTIERS OF FACTOR INVESTING: FROM EQUITY TO MULTI-ASSET CLASS
Hitendra Varsarni, Executive Director, MSCI

  • Equity Factor Investing innovations
    • Evolving the asset allocation and risk framework for smart beta investments
    • Integrating ESG into single and multi-factor strategies
  • MAC Factor investing innovations
    • Early look at MSCI’s next generation Multi Asset Class Factor model  
11:15 a.m.

INVESTMENT DIFFERENTIATION - STANDING OUT IN THE CROWD
Jean-Maurice Ladure, Executive Director, MSCI

  • Understanding and comparing Factor exposures across funds
  • Factor Classification – bringing a new standard of transparency to the market
  • How MSCI analytics can help fund managers “stand out from the crowd”.
12:00 p.m. NETWORKING LUNCH
1:00 p.m.

UNDERSTANDING RISK AND PERFORMANCE IN PRIVATE REAL ESTATE
Will Robson, Executive Director, MSCI

  • Understanding real estate risk and performance depends on perspective. How does an asset owner think about real estate asset class risk in a framework consistent with other asset classes?
  • Real estate is subject to significant asset-level specific risk. How does one account for this?
2:00 p.m.

ITALY BIANNUAL PROPERTY INDEX, H1 2017
Stefano Brasca, Senior Associate, MSCI

  • Latest results of the Italian Market and the main drivers of real estate performance in H1 2017
  • Investment style and performance in the Italian Real Estate Fund Market
3:00 p.m. CLOSING REMARKS AND END OF EVENT
Francesco Daglio, Executive Director, MSCI

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