Boston Trust Walden's robust strategy has proven its strength across varying market conditions. Their defensive approach has shown resilience and adaptability. The US Large Cap Value strategy, on which relies the Fund, has a 29-year track record characterized by participation in rising markets and protection in falling markets. The MSCI USA Value Index often operates in these conditions, highlighting Walden's ability to capture favourable outcomes. Boston Trust Walden’s proprietary fundamental ESG research and significant corporate engagement work are additional differentiating factors that we will discuss. As we navigate increased uncertainties, the AAF Walden US ESG Equities Fund stands out as a top choice for its defensive value profile and strong ESG commitment. Investors are encouraged to remain engaged in US equities while being more selective.

Workshop Objective: Introduction of one of the “ESG Originals” available on ABN AMRO Investment Solutions’ platform. Boston Trust Walden began managing ESG portfolios in 1974 – for 50 years, Walden has demonstrated an authentic commitment to responsible investing. We will review their approach to investing in high-quality, attractively valued US Large Cap equities, including their in-depth proprietary ESG research and comprehensive corporate engagement efforts. This workshop aims to equip investors with the knowledge to make informed, selective investments in US equities amidst current market uncertainties.

Company Profile: A pioneer in multi-management for more than 25 years, ABN AMRO Investment Solutions is the asset management company of ABN AMRO bank. With ESG commitment at the heart of its model, ABN AMRO Investment Solutions offers its clients a range of exclusive strategies in Europe combining performance and responsible investment. With €18.9 billion in assets under management as of June 30th, 2024 and a range of around forty strategies covering all asset classes and geographic regions, the company is a pure player in open architecture. Its offering combines a selection of external funds and delegated management (subadvisory), including through exclusive partnerships. ABN AMRO Investment Solutions provides the European market with unique access to "ESG Originals", the best asset managers and boutiques with responsible investment in their DNA.
With nearly 90 employees, ABN AMRO Investment Solutions is present in France, the Netherlands, and Germany. For more information visit: www.abnamroinvestmentsolutions.com

Global policy has shifted significantly post-COVID-19.  We believe the tangible outcome is a secular investment cycle as governments act to modernize their economies as a tool to deal with multi-pronged domestic and international priorities. This change ripples over foothills of incredible technology advancements and in combination are causing sharp divergences in both country and sector performance.

To navigate these changes, an all-cap core approach focusing on fundamental company research and cash flow analysis is recommended. Matt Williams, Senior Investment Director, discusses why diversifying into emerging markets could be a key opportunity for investors.

Workshop Objective:
1.    Learn about why investors should consider diversifying into emerging markets
2.    Overview of abrdn’s successful approach to investing through an income lens

Company Profile: abrdn is a global investment company that helps clients and customers plan, save and invest for the future. Our purpose is to enable our clients to be better investors. 
The capabilities in our Investments business are built on the strength of our insight – generated from wide-ranging research, worldwide investment expertise and local market knowledge.
Our teams collaborate across regions and asset classes, connecting diverse perspectives and working with clients to identify investment opportunities.
As of 31 December 2023, our Investments business manages € 423 bn on behalf of clients.

Interactive workshop going under the hood of a leading systematic manager.

Attendees can suggest any company to review. Portfolio Manager Thomas Dobler will then share a live demo of Acadian forecasts. Through this transparent demonstration he will show how fundamentals drive decision-making. The workshop will conclude with a brief overview of Acadian’s expanding range of active systematic equity funds.  

Workshop Objective: Gain insight into how systematic investing works

Company Profile: Established in 1986, Acadian is recognized as a pioneer in the field of systematic investing. We have been at the forefront of systematic research, signal development, and portfolio construction for over 35 years. 

As of June 30,2024, we manage $113bn of assets for institutional investors worldwide, across equity, credit, and alternative strategies. 

In this presentation, we will introduce participants to the fundamentals of systematic fixed-income investing. We will explore why a quantitative security selection-based approach to fixed-income portfolio management results in active returns that are attractive, repeatable, and, importantly, largely uncorrelated to the active returns delivered by traditional fixed-income portfolio managers. Consequently, systematic fixed-income represents a performant and diversifying allocation for any investor seeking fixed-income exposure. We will dive into key building blocks of the systematic fixed-income advantage, such as security selection factors, quantitative portfolio construction to create risk-balanced holdings, and how to master liquidity and turnover challenges.

Workshop Objective: We will explore why systematic fixed income delivers attractive, repeatable active returns that are largely uncorrelated to those delivered by traditional fixed-income portfolio managers. These properties make systematic fixed income a highly performant, diversifying, and risk-efficient allocation for any investor seeking fixed income exposure.

Company Profile: AllianceBernstein is a leading investment-management firm with $769 billion in client assets under management, as of 30 June 2024. With a unique combination of expertise across equities, fixed-income, alternatives and multi-asset strategies, we aim to deliver differentiated insights and distinctive solutions to advance investors’ success. Across our global network, we’re fully invested in delivering better outcomes for our worldwide clients, including institutional, high-net-worth and retail investors. By embracing innovation, we seek to address increasingly complex investing challenges and opportunities. And we pursue responsibility at all levels of the firm—from how we work and act to the solutions we design for clients.

This presentation explores Allspring’s differentiated approach to flexible fixed income investing and why it delivers more.   More opportunistic. More diversified.  More consistent.  This unique approach to global fixed income investing has not only delivered superior risk-adjusted returns but done so consistently over different types of market environments and cycles.
We'll also show why it’s the ideal time to revisit flexible fixed income strategies.  Recent market volatility has exposed the risks of certain types of approaches that were not evident just a few years ago.  We’ll also discuss the hidden risks emanating from the unusual and extreme asset concentration in this segment of the fixed income market.

Workshop Objective:
1. Understand the key components of a multi-sector fixed income investment process, including security selection, sector allocation, and risk management techniques.
2. Analyse the relative value and risk-return characteristics of major fixed income sectors, such as government bonds, corporate credit, high yield, emerging markets, and securitized products.
3. Evaluate the current market environment and economic factors influencing various fixed income sectors.

Company Profile: Allspring Global Investments™ is an independent asset management firm with more than $570 billion in assets under advisement*, over 20 offices globally, and investment teams supported by more than 410 investment professionals. Allspring is committed to thoughtful investing, purposeful planning, and inspiring a new era of investing that pursues both financial returns and positive outcomes. For more information, please visit www.allspringglobal.com.

 *As of March 31, 2024. Figures include discretionary and non-discretionary assets.

In this presentation, we will introduce participants to Amundi Private Markets ELTIF (“PRIMA”), an innovative evergreen ELTIF solution that offers retail investors privileged access to private markets—an area typically reserved for institutional clients. PRIMA provides immediate exposure to investments mainly across Europe, focusing on SME financing and infrastructure projects, contributing to the real economy.

We will explore how PRIMA seeks to optimize its risk/return profile through a balanced portfolio allocation, diversifying across Private Equity, Private Debt, and Infrastructure, and by leveraging multiple investment channels—primary fund investments, secondary opportunities, and co-investments.

Additionally, we will highlight PRIMA’s ESG signature as an SFDR Article 8 fund. The fund supports Europe’s ecological, digital, societal and territorial transitions, offering a sustainable investment approach accessible from €1,000 under the ELTIF 2.0 Regulation.

Workshop Objective:
1.    Discuss the large universe of investment opportunities in private markets;
2.    Discover the regulatory levers that make private markets accessible to individual investors;
3.    Understand how private markets investing can be a diversifying and remunerative force in individual investors’ portfolios.

Company Profile: Amundi Alternative & Real Assets brings together Amundi's capabilities in real estate, private debt, private equity, infrastructure, multi-manager strategies, and alternative assets. With over 40 years of investment experience, Amundi offers institutional and retail investors access to an exclusive range of investment solutions in private markets and alternative assets.

Join EMsights for an open discussion on how one can invest in alpha generating opportunities amidst a backdrop of an increasingly unsettled geopolitical landscape, higher interest rates and growing bouts of market volatility. Actively managed strategies that invest beyond the limitations of the benchmarks are anticipated to have a competitive edge. EMsights Capital Group will explore the challenges with the most widely used emerging markets debt benchmarks and share how they are actively navigating around these shortcomings to take advantage of the full opportunity set.

Workshop Objectives: Explore the potential advantages of investing in emerging markets debt and learn how an active investment strategy, that manages around the limitations of the benchmarks, can lead to more favorable outcomes within this asset class.

Company Profile: Artisan Partners was founded in 1994 with the objective of producing high value added and differentiated investment outcomes for institutional investors, through identifying, attracting and retaining high caliber talent in long term asset classes. We provide the resources of a full-scale, global firm paired with the independence of a boutique to each of our autonomous investment teams, who have the freedom to execute its own process based on its original research and creative perspectives. While our teams differ across market capitalizations, geographical regions, investment styles and product offerings, they are all highly incentivized to deliver long-term value for our clients.

Meet our two Heads of Volatility Portfolio Management Daniel Danon and Tobias Knecht. Since 2012 the team is responsible for Assenagon's volatility strategies. Our two UCITS volatility funds offer our investors unique solutions to take advantage of inefficiencies in the volatility markets. The team runs a combined AuM of more than EUR 1.5 bn in the Assenagon Alpha Volatility (LU0575255335) and Assenagon Alpha Premium (LU2053560707).

Workshop Objective: In 2022 we entered into a higher interest rate environment offering unique opportunities in global volatility markets, particularly on single stocks. Within the workshop we will discuss the impact of higher rates, show investment opportunities and discuss dispersion in a broader multi asset context.

Company Profile: Founded in 2007 by Hans Günther Bonk and Vassilios Pappas, Assenagon Asset Management is an independent investment firm based in Luxembourg. It is one of the fastest growing asset managers in Europe and offers investment solutions to institutional clients and retail investors in various asset classes. Assenagon has offices in Luxembourg, Munich, Zurich and Frankfurt and manages assets totalling more than EUR 50 billion with 85 specialists.

What does it mean to be a value investor? Although value managers share common beliefs around an investment philosophy of buying companies that trade at a discount to their estimate of fair value, their resulting portfolio characteristics and performance outcome can vary enormously. We approach value in a disciplined dynamic manner, pivoting between defensive and cyclical areas guided by the valuation opportunity. ESG is integral to our process, aiding us to identify risks as well as sources for value creation. With the narrowness in many markets and growth leadership over the past decade, value is looking very attractive. 

Workshop Objectives: This session will take you through the meaningful dislocation we see in the market, how Barrow Hanley is capturing these and how incorporating ESG criteria can improve risk/reward outcomes.

This presentation covers BIT Capital’s approach to investing into tech equities, which has generated a net return of more than 30% p.a. since inception in 2019. During this time, the Magnificent 7 have generated very strong returns and it may be surprising to some that BIT’s performance is primarily driven by less well-known companies that disrupt their markets, exhibit very compelling financial KPIs and have not yet raised the attention of the broader investment community. We will outline how we look at these companies from a technology-first perspective and how we marry our fundamental assessments with insights generated from the algorithmic analysis of alternative data sources. We will also share some of the more painful learnings from 2022 that we made and how we have successfully implemented them.

Workshop Objective:
1.    Discover investment opportunities in tech equities beyond the Magnificent 7
2.    Understand the power of alternative data and how we use them to generate outperformance for our investors
3.    Learn how we manage the risk of our portfolios in one of the most volatile industry sectors globally

Company Profile: BIT Capital is an owner-managed, independent asset manager specialising in technology equity funds. With a boutique focus on the entire spectrum of the technology sector, the BIT Capital investment approach is grounded in a superior understanding of technological innovation by means of a serial tech-entrepreneur CIO and investment team of industry specialists and data engineers. BIT Capital is committed to identify tomorrow’s technology winners today and enable its investors to benefit from the mass market viability of established technologies as well as the high growth potential of emerging technologies such as AI and their adoption leaps.

Global fixed income market volatility and dispersion are rising and are expected to stay elevated. In that context, benchmark relative strategies or those focused on standalone fixed income allocations can be inefficient. Instead, owning a benchmark agnostic, dynamic product that allocates capital to markets and strategies with the best risk-rewards can deliver smoother returns over a market cycle. But, navigating investment opportunities in a volatile environment requires a robust, risk-controlled approach and proven expertise. We present our Global Enhanced Bond 36m fund, which aims to capture multi-strategy opportunities towards solving this problem.

Work Objective: Understand how the flexibility of being able to invest across different fixed-income segments in one vehicle – such as an absolute return fixed-income strategy – can enable positive return-generating opportunities to be exploited over time and provide diversification benefits.

Company Profile: BNP Paribas Asset Management (BNPP AM) is the investment arm of BNP Paribas. Our aim is to generate long-term sustainable returns for our clients, based on a sustainability-driven approach. Our investment capabilities are focused around six key strategies: High Conviction Strategies, Liquidity Solutions, Emerging Markets, Multi-Assets, Systematic, Quantitative & Index and Private Assets, with investment processes incorporating quantitative and fundamental analysis. BNPP AM currently manages EUR 562 billion of assets and benefits from the expertise of more than 500 investment professionals globally.
Source: BNPP AM, as at 31 March 2024

The U.S. Federal Reserve lowered interest rates at its September meeting, and rates are poised to continue to decline globally in the coming months. Despite this dynamic rate environment, we believe fixed income investing continues to be better positioned today in risk/return terms than equity investing. Oaktree’s ~$50bn Liquid performing credit platform offers a comprehensive suite of investment solutions to capitalize on the sea change in rates theme, each characterized by distinct liquidity parameters and return profiles.  

It is important to note that liquid credit instruments currently offer yields in the high single digits, while the yields on private credit are in the low double digits.  These yields are very attractive, especially when viewed against the historical returns on equities (the S&P 500 Index has an average annual return of roughly 10% for the last 100 years) at a time when many view equity valuations as stretched.  These yields also meet or exceed most investors’ required returns and are considerably less uncertain than the returns on equity, which face uncertainty and potential volatility in the near to medium term.   Although we expect yields to grind lower in the months ahead, we believe lenders and credit investors face much better prospects in this evolving environment than they did in the years following the crisis. 

Workshop Objective: In today's uncertain macroeconomic environment, investors are faced with navigating both opportunities and risks. The Oaktree Product Specialist will share his thoughts on:  

Declining interest rates and other significant trends impacting the credit markets 

Where strong relative value can be found across credit sectors. 

How investors can access current credit opportunities leveraging Oaktree’s differentiated approach in today’s credit picker’s environment. 

With central banks now reflecting a likely peak in policy rates and some already commencing their interest rate cutting cycle, the window of opportunity to capture the current lucrative level of income is narrowing. Capital Group Multi Sector Income (MSI) Fund (LUX) aims to generate attractive and reliable income by investing in both high-quality and higher-yielding credit sectors. Taking a multi-sector approach that draws on flexibility and diversification while maintaining a balanced risk profile could help capture the income-generating power of bonds in this current environment. 

Workshop Objective: Find out how combining the power of four income sectors could help generate stable income against an uncertain economic backdrop. The workshop will show why a well-diversified multi-sector income fund, like Capital Group’s, could be beneficial compared to investing in the underlying asset classes individually.

Company Profile: Capital Group is one of the oldest and largest asset management companies in the world, managing multi-asset, equity and fixed income strategies for different types of investors. 
Since 1931, Capital Group has been singularly focused on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. We build our investment strategies with durability in mind, backed by our experience in varying market conditions. Fundamental proprietary research forms the backbone of our approach, provided by our integrated global network of more than 450 experienced investment professionals*, with an average portfolio manager investment experience of 27 years*. 
Today, Capital Group works with financial intermediaries and institutions to manage more than US$2.7 trillion* in long-term assets for investors around the world.

*All data as at 30 June 2024

Corporate Japan has transformed from the market-share-chasing, low margin, high capex model of the 1980s, to one with a focus on shareholder returns and capital efficiency. We believe the market will benefit from sustained economic momentum for the next decade, driven by factors such as corporate governance reform, supportive monetary policy, and moderate inflation. In our CT (Lux) Japan Equities fund, we seek to build a concentrated, high-conviction portfolio invested in quality, attractively priced companies across the market capitalization spectrum. We believe our core investment style has ensured consistent alpha generation throughout the market cycles, while the experience and stability of our team has provided a solid backdrop for the consistency and repeatability of the investment process.

Workshop Objective: Japan is in a transformational period and presents an increasingly compelling long-term investment opportunity for active investors. Learn why we are optimistic for shareholder returns in the upcoming decade and find out more about how a native Japanese portfolio manager with many years of industry experience aligns his investment strategy and takes advantage of opportunities.

Company Profile: At Columbia Threadneedle Investments, we invest to make a difference in your world, and the wider world. Millions of people rely on us to manage their money and invest for their future; together they entrust us with $ 642 billion*. We are globally connected with a team of over 650 investment professionals providing diverse expertise, spanning almost every asset class and market. We are intense about research as we believe that original independent research makes investment decisions smarter. We have a responsible ethos as investment decisions today help define the future we all seek. Every day, we’re looking for opportunities to improve how we invest and what our clients experience; our focus on continuous improvement means that we never stand still. Whatever world you want, our purpose is to help you achieve it.
*Data as of 30 June 2024

This presentation outlines our fund's tech-centric and valuation conscious investment strategy. We delve into artificial intelligence (AI), specifically generative AI, examining the positioning of major players like NVIDIA and Amazon. While exploring a spectrum of tech trends mirrored in our current portfolio, we extend our discussion beyond AI, including investments in Nokia, Ericsson, Visa, Mastercard, and Western Digital.

Workshop Objective: To expand attendees' insight into our balanced tech investment strategy, encompassing the rise of AI and generative AI, valuation considerations, and exploring undervalued opportunities beyond generative AI. 

Company Profile: DNB Asset Management is one of the leading asset managers in the Nordic region offering a wide range of investment strategies from equity and bond funds to thematic funds focusing on technology, the environment, healthcare and the financial sector. DNB Asset Management has been at the forefront of responsible investment, building on a long tradition of investing in the Nordic region since 1967.

Our speaker is Mariolina Esposito, Senior fund manager and Head of ESG Global Thematic funds. Mariolina joined Eurizon 23 years ago. She launched and managed the Eurizon Equity Innovation fund.
The innovation theme is worked dynamically through 7 trends (Artificial Intelligence, Cybersecurity, Efficient Technology, Automation, Smart Cities, Sharing, and Circular Economy), according to valuation, momentum, macro and ESG criteria. 
The Fund was launched almost 5 years ago and is backed by a track record that easily explains the Fund's €2 billion under management.

Workshop Objective: How the dynamic process brings value along stock selection, without giving away ESG considerations. 
How the unconstrained conviction investments are implemented with a strict risk management discipline. 

Company Profile: Eurizon is a leading player in the European Asset Management space, of widespread international presence. Eurizon Capital SGR is the Asset Management Division Company of the Intesa Sanpaolo Group. In Europe, Eurizon controls Eurizon Capital S.A. which develops growth in foreign markets, Epsilon SGR, specialized in absolute and total return strategies, and the Eastern Europe hub. In the UK, with Eurizon SLJ Capital LTD, a joint venture providing investment and advisory services with a focus on Chinese and emerging market debt, currency management and macroeconomic research. Eurizon operates through its commercial branches in Spain, France, Germany, and Switzerland.

With over a decade of track record and EUR 3 billion in assets under management, our funds are designed to enhance both equity and bond portfolios. These UCITS-compliant strategies systematically capture risk premiums, delivering consistent and reliable returns for our investors. Two of our portfolio managers invite you to a short introduction.

Workshop Objective: We would like to warmly invite you to a focused session on our investment strategy. Discover how our decade-long, systematic approach delivers consistent returns and learn about:

1.    Systematic Approach: Benefits of our proven, rule-based method.
2.    Avoiding Forecasts: How avoiding unreliable predictions enhances risk management.
3.    Simplifying Complexity: The role of liquidity and simplicity in achieving stable returns.
4.    Preparing for Declines: Tools for managing market downturns.
5.    Continuous Hedging: Ensuring long-term success and liquidity.

Join us to see how these insights can enhance your investment strategy.

Fidelity's best research ideas on the long and short side (110/110) are wrapped in a market and factor neutral portfolio. Outperformance is primarily driven by stock selection, aiming to generate an annualized return of cash +3-5% (gross) with an annualized volatility of 5-7%. Since inception (September 2020), the strategy has generated a performance of approx. 8% p.a. net (on a USD basis as at end of June 2024), with low drawdowns (approx. 5%), and with a very low correlation to traditional asset classes and hedge funds. All in all, an excellent building block for portfolio diversification!

Workshop Objective: Learn how the team manages to combine equity-like returns with low correlation to traditional asset classes and hedge funds, and with low drawdowns of around 5% through the market cycle.

Company Profile: Fidelity International offers investment solutions & services and retirement expertise to more than 2.9 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 countries and with $816.9 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.

Dr. Uwe Rathausky and Henrik Muhle are the newly crowned Fund Managers of the Year 2024 and the first team to win the prestigious award for the second time since 2019. The team will explain how the successful and unique value event investment philosophy is applied in the global balanced fund GANÉ Value Event Fund and the global equity fund GANÉ Global Equity Fund.

Workshop Objective: Dr. Uwe Rathausky and Henrik Muhle have developed the value event investment philosophy and implemented it very successfully over many years. The individual components and success factors of the investment approach will be explained in detail and the special features of the approach will be highlighted. The objective of the presentation is to provide an understanding of the consistent and proven working methods of Dr Uwe Rathausky and Henrik Muhle. Specific investment examples and deep insights into the engine room can be expected. 

Company Profile: GANÉ Investment-AG is a fund management company based in Germany. We are an event-oriented value investor. We invest in winners. It means that we invest in strong companies with sustainable business models, solid balance sheets and high margins, which allows them to create added value for their shareholders. The two founders, Dr. Uwe Rathausky and Henrik Muhle are the current fund managers of the year in Germany.  

From the evolution of global energy infrastructure to the digital revolution in emerging markets, identifying key investment themes is more critical than ever.

Over past two decades, fracking technology has turned the US into an energy production powerhouse. Midstream energy companies are vital to this trend, facilitating the transportation of natural gas both across the US and globally. 

At the same time, the digital transformation sweeping across India represents a powerful growth engine. As one of the world's most populous nations embraces e-commerce, fintech, and digital services, investors have a unique opportunity to tap into this digital revolution that is expected to drive the next wave of economic development in emerging markets.

Join us as we explore these key investment themes and more, showcasing how you can align your portfolio with long-term global trends that are shaping the future of industries and economies.

Workshop Objective: In this workshop, we’ll explore key investment themes shaping the global economy, including the vital role of midstream energy in global energy markets and the rapid growth of India's digital economy and more. Learn how to position your portfolio to capture long-term opportunities in these transformative sectors.

Company Profile: HANetf is an independent ETF and ETC specialist. We work with asset managers from around the world to bring new and innovative investment solutions to Europe via our white-label platform.

HANetf has launched a wide range of products including Europe’s first gold ETC sponsored by The Royal Mint, the first Bitcoin ETP on Deutsche Borse Xetra, and a range of thematic ETFs focusing on themes such as defence, uranium mining, emerging markets, and more

Unlock the potential of the U.S. bond market with the Performance Trust Total Return Bond UCITS ETF (PTAM). In this presentation, discover how PTAM’s Shape Management® process redefines fixed income investing—going beyond outdated strategies and metrics to potentially deliver in any interest rate environment. Learn how PTAM uncovers opportunities in bond sectors, offering superior return potential compared to European markets. This will be of interest to investors looking to diversify, hedge interest rate risk, and outperform traditional bond portfolios, this session will reshape your view of fixed income.

Workshop Objectives:
•    Common pitfalls in bond fund management.
•    How PTAM’s Shape Management® stands apart from traditional strategies.
•    Opportunities uncovered by this methodology.
•    Comparison of U.S. vs. European bond yields.
•    Diversification and interest rate hedging benefits for European portfolios.

Company Profile: HANetf is an independent ETF and ETC specialist. We work with asset managers from around the world to bring new and innovative investment solutions to Europe via our white-label platform.

HANetf has launched a wide range of products including Europe’s first gold ETC sponsored by The Royal Mint, the first Bitcoin ETP on Deutsche Borse Xetra, and a range of thematic ETFs focusing on themes such as defence, uranium mining, emerging markets, and more

Since more than a decade Impax Asset Management has successfully been investing in the Global High Yield Space.

Impax follows the belief that the credit market is inefficient, leaving many attractive opportunities for disciplined investors.
We actively select undervalued credits where spreads are too high and where default risk is kept under control.
In the workshop we will explain how we find these undervalued credits and we will discuss supporting factors such as size, value, momentum and low risk.  

Workshop Objective: We will explain how Impax Global High Yield identifies undervalued credits and creates a diversified unconstrained portfolio with attractive relative value characteristics

Company Profile: Impax was founded in 1998 and is a specialized asset manager with assets under management of 46.7 billion dollars (as of 30/06/2024). For 25 years, the company has been a pioneer in sustainability and focuses on generating strong, risk-adjusted returns with investments that support the
support the development of a more sustainable global economy. The range of investment solutions includes sustainable equity, bond and infrastructure strategies.

There is a compelling case for EM equities. China presents a complex picture for investors, but the investment universe offers so much more, with dynamic growth from the likes of India and Indonesia, exposure to the global tech cycle through North Asian markets, and the energy transition through natural resource rich LatAm markets. EM corporates are also displaying greater capital discipline with evidence of improving shareholder returns. Given the significant divergence in valuation between different countries and sectors, these markets also offer additional benefit to those that take a truly active approach. 

Workshop Objective: Present ideas on how to access opportunities in the region and manage overall portfolio risk. A fresh perspective from a team with a contrarian mindset that pushes themselves to think independently.

Company Profile: Invesco is one of the world’s leading independent global investment firms with global AUM of $1.7 trillion (as of March 31, 2024), solely focused on investment management. With over 8,500 employees worldwide (as of March 2024), the firm directs all of its intellectual capital, global strength and operational stability toward helping investors achieve their long-term financial objectives. Invesco provides a wide range of investment strategies (spanning all major equity, fixed income, asset allocation and alternative asset classes) to retail and institutional clients around the world. On the ground in more than 20 countries, the company is listed on the New York Stock Exchange under the symbol "IVZ". 

Asset allocators face a challenging landscape, shaped by transformative mega forces reforging industries and economies. This complexity is heightened by an uncertain macroeconomic environment. To address these challenges, BlackRock, in partnership with MSCI, has developed a suite of index ETFs, along with portfolio services and tactical insights. 

We will delve into our mega force framework, the growth of precision investing, current macroeconomic perspectives, and strategic and tactical implementation views, including the semiconductor cycle and strategies for enhancing portfolio resilience.

Workshop Objective: In this workshop, we will explore the current macro environment through the lens of mega forces, offering market insights and  innovative precision implementation ideas to capture opportunities in a challenging world. 

Company Profile: BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit www.blackrock.com/corporate

Janus Henderson Global Small Cap Fund exhibits the regional expertise of the group, allowing clients access to a non correlated asset class which over time has shown outperformance. Because of the unifying fundamental investment process overlaying the fund, clients are assured of no style drift.

Workshop Objective: Example the opportunity offered by this non correlated Asset class, why this opportunity is currently available and why stock picking matters!

Company Profile: Janus Henderson’s mission is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. This means being ever mindful of the futures of the millions of lives that our thinking and our investments help shape. Our diverse client base and robust balance sheet allow us to offer financial strength and stability with which to help investors achieve their objectives.  

The human connection matters in all that we do. Teams across Janus Henderson come together every day to deliver outcomes for our clients – and their clients – that make a difference. We are proud of this responsibility as we fulfil our purpose of ‘Investing in a brighter future together’.

Markets are now plagued by a host of uncertainties and the recent volatility is a reminder that such bouts may occur at any time. How can investors effectively navigate this volatility to produce consistent alpha and is it possible to design an investment process that delivers across varied market environments? James Murray, Investment Manager, Systematic Equities, will explain how a systematic approach to a long-short equity market neutral strategy can generate consistent returns while limiting volatility. He will also explain the team’s investment process and proprietary stock selection criteria.

Workshop Objective:
In this presentation, attendees will:
1. Gain understanding of a market neutral equity approach seeks to safeguard against volatility with an aim to generate alpha consistenly.
2. Understand the benefits of the cutting-edge systematic investment process with a dynamic rotation scheme used in a long-only global equity portfolio. 
3. Discover how the Jupiter Systematic Equity team assess the market environment and how that dynamically affects the portfolios stock selection criteria.
 
Don't miss this chance to enhance your investment strategy with proven techniques designed to thrive in any market environment.

Company Profile: Jupiter is a specialist, high conviction, active asset manager. We exist to help our clients achieve their long-term investment objectives. From our origins in 1985, Jupiter now offers a range of actively managed strategies available to UK and international clients including equities, fixed income, multi-asset and alternatives. Jupiter is a constituent member of the FTSE 250 Index, and has assets under management of £52.6bn /$66.4bn /€61.6bn as at 29/03/2024

Innovation is one of the biggest drivers of stock returns and we are only five minutes into the football game of a major new innovation cycle driven by AI. James will discuss the significant opportunities for strong stock returns as well as huge risks to companies on the wrong side of the coming disruption.

Workshop Objective: To showcase why investing in innovative companies is a compelling strategy and provide views on potential opportunities in the future.

Company Profile: Liontrust is a specialist asset manager that takes pride in having a distinct culture and approach to running money. The company launched in 1995 and listed on the London Stock Exchange in 1999. We are an independent business with no corporate parent. Our purpose is to enable investors to enjoy a better financial future. 
We believe investment processes are key to long-term performance and effective risk control. Our fund managers are truly active in applying their investment processes. There is no house view - our fund managers have the freedom to manage their portfolios according to their own investment processes and market views.

In the recent years, investors have shied away from  Asian bonds amid myriad concerns over China, including its property sector crisis.  Closer scrutiny, however, unveils a market that deserves more attention. Setting the stage for investors is a  large investment grade bond universe, which has withstood the trial of time to deliver superior risk-adjusted returns, as well as robust domestic demand partly fuelled by demographics.   We will look at , on a granular level, the current opportunity set within the Asian bond market, one that has a much smaller China property representation and shrinking non-investment grade sector, and how investors can tap on the opportunity set to achieve their investment objectives.

Workshop Objective:  To provides investors with a better understanding with the current state of play for the Asian Bond market and how to take advantage of the prevailing opportunities.

Company Profile: M&G Investments is a global asset manager with extensive expertise in the public and private markets. Our investment strategies include fixed income, equities, multi-asset, real estate, private equity, private debt and infrastructure.
M&G manages over € 361 billion (as at 31 Dec 2024). Our clients include insurance companies, pension funds, sovereign wealth funds, banks and private investors.
M&G takes an active approach to responsible investing and strives to continuously improve the sustainability of its investments. Therefore M&G is committed to achieve net-zero carbon emissions across all its assets under management by 2050, as well as to reduce CO2 emissions as a company to zero by 2030.

China’s equity market has rebounded this year, rising by 30% since its January low, with materials, industrials, and communication services sectors in positive territory. Despite some bumps, the economy shows resilience, with GDP growth surpassing market expectations. Wenchang Ma, All China Equity PM at Ninety One, discusses the opportunity in China. 

Workshop Objective: A discussion on the investment landscape in China and what investors should consider when allocating to this market. 

Nordea’s Beta+ strategies are all about:
•    Consistent alpha generation: how we use risk premia such as value, quality, momentum, and growth, to systematically harvest excess returns.
•    Limited active risk: how we  manage exposures effectively  to operate within pre-defined risk parameters a rules-based and systematic process based on risk premia.
•    Cost-Effectiveness: how our experienced team limits costs by ensuring consistent implementation and oversight of the investment process.
•    Customizable: how our time-tested scalable approach can be adapted to enhance any index, while also meeting client specific investments/ESG guidelines.

Workshop Objective: Demonstrate how Nordea Beta+ is in the sweet spot between passive and active investing, thanks to our ability to consistently outperform a given index, with limited tracking error and a dynamic approach to risk premia weighting. 

Company Profile: Nordea Asset Management (NAM), a leading European Asset Manager with AUM of 264bn EUR* is part of the Nordea Group.

NAM’s successful multi-boutique approach combines the expertise of specialised internal boutiques with exclusive external competences allowing us to deliver alpha. Our solutions cover all asset classes from fixed income and equity to multi asset.

NAM is dedicated to delivering returns with responsibility. As an ESG pioneer and market leader we offer a broad suite of RI solutions to investors of all types across the globe.

We service a wide range of clients, including leading pensions and global wealth managers, and distribute our products through banks, asset managers, independent advisors, insurance companies and family offices.

As at 30.06.2024

The highest yields in recent memory and the steepest discounts in decades foster compelling conditions for bond investors amid favourable monetary policy trends. PGIM Fixed Income’s Gabriel Doz will detail how multi-sector strategies are uniquely positioned to capitalise on the situation due to their ability to pursue fundamental promise and mispriced securities wherever they emerge. With alpha prospects varying by sector, join us to learn where investors can access the strongest potential to make the most of an uncommon opportunity.

Workshop Objectives: Learn how multi-sector strategies seek opportunities across fixed income sectors, enabling them to emphasise alpha, enhance diversification, mitigate risk and adjust to changing market conditions.

Company Profile: At PGIM Investments, we think globally and execute locally. We provide access to active investment strategies in the pursuit of consistent outperformance and local market expertise to meet our clients’ needs.

We’re part of PGIM, the global investment management business of Prudential Financial, Inc. (PFI) 1 — a global leader with more than $1 trillion in assets under management (AUM) 2 and a company that individuals and businesses have trusted for over 145 years. 

Source: PGIM as of 31/3/24. 2 PFI of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. 1

Bonds are back: Heightened volatility has created long-term opportunities across the credit spectrum. Rarely has credit appeared more compelling relative to equities, as starting yields are historically attractive. Are you eager to learn about PIMCO’s current market outlook and where we see tremendous value in credit markets today? Are you interested in accessing a global opportunity set through a time-tested approach to flexibly navigate across credit markets? How does a leading fixed income manager with over $500 billion AuM* in credit strategies and more than 85 credit analysts pursue resilient portfolio construction across various market scenarios? 
Join us in our discussions and discover how we generate value for our clients through active management

Workshop Objective:  Get to know PIMCO’s resources and capabilities in the credit markets, gain insights into our market outlook and understand how we integrate the best credit ideas in our portfolios.

Company Profile: PIMCO is a global leader in active bond fund management with extensive expertise in both public and private markets with $1.88 trillion AuM*.
We invest our clients' funds across a broad spectrum of bond and credit markets, leveraging our decades of experience in navigating complex markets. 
Our flexible approach and close relationships with issuers have made us one of the world's largest providers of traditional and non-traditional investment solutions for companies seeking financing and investors looking for risk-adjusted returns. PIMCO is part of Allianz S.E., a leading global financial services provider.
*Assets under Management. Source: PIMCO. As of 30 June 2024.

As Fed rate cut kicked in and we are entering the last quarter of the year of elections around the world, investors and allocators are busy contemplating optimal configurations for the second act. What are the key drivers for alpha ahead? How to play China/ Asia and Emerging Markets, and what are the overlooked opportunities? As China reignited recovery from historical low valuation and foreign investor positioning, would the rally last? Would Taiwan continue the positive trajectory given its unique role in global AI and high tech manufacturing landscape?

In this session, our Partner & Co-CIO David Lai will discuss China’s recent rally and policy pivot, and the unique value of allocation to Taiwan as beneficiaries in the current investment landscape, and sources of uncorrelated returns.

Workshop Objective: To discuss new ideas and sweet spots for alpha opportunities from Greater China in the new regime, with focus on strategic growth sectors, and sector leaders with robust fundamentals in China and Taiwan.

Water and waste management are increasingly pivotal to global, industry-wide economic development: there is no economy without water and no sustainable economy without waste management. Yet, across the market cap spectrum – and despite their high cashflow stability and sound balance sheets – stocks with exposure to these two seminal themes remain significantly under-represented in global equity portfolios. In pioneering the complementary power of water and waste integration as a uniquely differentiated proposition, our fund pursues a high-conviction, unconstrained strategy offering attractive diversification benefits, both with regard to the allocations typically seen within mainstream global portfolios and the emphasis on decarbonisation common within conventional sustainability-focused strategies. 

Workshop Objective: This workshop explores the unique investment proposition of combining water and waste themes, offering insights into future opportunities. It demonstrates how this strategy serves as a dual diversifier: providing global equity exposure with distinct sector allocation and access to sustainable trends beyond traditional carbon-focused approaches.

As higher interest rates, uncertain global macro dynamics and geopolitical tension are becoming the norm, investors seeking consistent, stable returns face more of a challenge.

Short duration high yield currently offers less interest rate risk than investment grade, government bonds, or longer maturity high yield bonds - while providing an attractive yield which overcompensates for underlying default risks.

The Royal London Short Duration Global High Yield Bond Fund is a truly global credit product that aims to deliver an attractive level of income with limited volatility. It’s a simple strategy – we simply buy mispriced bonds close to the end of their economic lives – built on a foundation of never having incurred a default or a serious credit loss in over 20 years.

Workshop Objective:
We will discuss:
•    The current market backdrop and its impact on investors
•    Our unique approach to high yield investing 
•    The opportunities offered by the Royal London Short Duration Global High Yield Bond Fund

Company Profile: At Royal London Asset Management, we do things a little differently.

As an integral part of customer-owned mutual Royal London, we put our clients at the heart of what we do, with a longer-term approach to generating investment returns.

We’re committed to delivering outstanding active asset management value for clients around the world.

It’s asset management excellence with a longer-term perspective.

The European high yield market has gained back its natural characteristics of providing income, attractive total return opportunities and a buffer against market volatility. On the one hand, it offers a material yield pick-up relative to investment grade and in a soft-landing scenario has the potential to deliver equity like returns. On the other hand, it adds significant diversification and drawdown protection relative to equities to a portfolio in the case of market turmoil triggered by economic concern. In fact, the European high yield market has shown impressive resilience in face of the latest phases of market volatility. 

Workshop Objective: In this workshop we would like to discuss the role European high yield can play in the portfolio context and how important it is to be selective as dispersion in the market often provides a fertile hunting ground for active investors like Schroders.

Company Profile: Schroders is a global investment manager with €912.6 billion assets under management (as at 30 June 2024, incl. JVs and associates), offering innovative products and solutions across four core business areas; asset management, solutions, Schroders Capital (private assets) and wealth management. 
Schroders aims to provide excellent investment performance through active management. We also channel capital into sustainable and durable businesses to accelerate positive change in the world.

 Well-known companies tend to become crowded investments, so it can pay for income and value investors to go off the beaten path. Joris Franssen, Head of the Dividend and Value team at Van Lanschot Kempen, will show how he and his team find opportunities in niche sectors and overlooked markets. There, companies that offer sustainable cash flows and healthy dividends in combination with exposure to mega-trends including the energy transition, the growth of AI and improving capital allocation can be found. These companies tend to have bigger margins of safety in their valuation and offer better diversification benefits. We will also discuss how a high dividend portfolio can benefit from having exposure outside the well-known dividend sectors.

Workshop Objective: Attendees will learn how the team identifies, understands and evaluates opportunities in overlooked markets and niche sectors. And, importantly, how these opportunities can be blended in with investments in well-known companies to create a portfolio that offers a better risk return and more diversification.

Company Profile: At Van Lanschot Kempen we search for the hard-to-access asset classes often missed by our competitors. We believe that’s where our specialist teams can bring the most knowledge, add the most value and deliver a competitive edge. 

Our teams bring free-thinking, resolve and originality, challenging each other to develop better strategies.  But we don’t just collaborate with each other. We work hard to support and challenge the companies we invest in. Helping to guide their transition to the sustainable economy. In particular, through what we believe are the two key transitions of our times – energy and food.

Van Lanschot Kempen Investment Management NV is licensed as a manager of various UCITS and AIFs and authorised to provide investment services and as such is subject to supervision by the Netherlands Authority for the Financial Markets.   As of 31 December 2023, Van Lanschot Kempen Investment Management had a total of €104.7 billion in client assets.

A thematic lens applied to stock selection helps investors see the future and isolate companies with the potential to grow exponentially. However, it is easy for investors to miss out on that opportunity through execution either by investing in companies that “have already arrived” or by being overly selective and missing the “real winners”. 

WisdomTree is a leading thematic exchange-traded fund provider with deep thematic research expertise. Since 2018, we have developed world-class research around the construction of single thematic strategies and thematic model portfolios. All of this research has culminated into a unique multi-thematic ETF called the WisdomTree Megatrends UCITS ETF. With its unique investment approach, the WisdomTree Megatrends UCITS ETF offers investors a compelling opportunity to invest in the world’s future.

•    Thematic investing offers what could be the closest thing to a crystal ball to investors. Spotting trends early is a lot easier than spotting exponential growth stocks early.
•    The valuable knowledge delivered by a thematic lens can be leveraged into a portfolio that maximises investors' chance to catch tomorrow’s mega caps early.
•    Investing in mega caps or overconcentrating thematic investments are the two fundamental mistakes investors should avoid if they want to benefit from the insight offered by a thematic lens.

Workshop Objective: In this session, we will share our key insights on the developments of the thematic space, around how to use thematic investment efficiently in your portfolio and how to build a Multi thematic portfolio that delivers exposure to a diversified basket of growing, up-and-coming companies instead of established tech megacaps.

Company Profile: WisdomTree was founded in 2006 with a passion for creating better ways to invest, being the first investment manager to weight by dividends. Since 2014, our European business has grown in terms of product set and AUM. In April 2018, we completed the acquisition of ETF Securities' exchange-traded commodities, currencies and short-and-leveraged business, including the world’s first gold ETP. Today we are the biggest independent ETP provider globally and offer one of the most innovative ranges of ETPs, covering commodities, FX, equities, fixed income, cryptocurrency and liquid alternatives.