As a new reality in global markets is taking shape for investors and an inflection in market concentration could signal exciting times ahead for stock pickers. This is exactly the right context for Capital Group New Perspective strategy as it targets long term transformational changes in the global economy through an all-weather approach that has stood the test of time, with over 50 years of delivering attractive long-term results. 

The Capital Group New Perspective Fund (LUX) has adopted a structurally flexible approach to pursuing transformational changes in the global economy on a bottom-up basis, while investing across a spectrum of multinational companies, and seeking durable outcomes over the long term.

Since recently, Capital Group New Perspective Fund (LUX) now complies with the article 8 of the SFDR regulation.

Workshop Objectives: This workshop aims at informing the audience on what makes the Capital Group New Perspective strategy, with more than 50 years of practice, different compared to peers.

Company Profile: Capital Group is one of the oldest and largest asset management companies in the world, managing multi-asset, equity and fixed income investment 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. Today, Capital Group works with financial intermediaries and institutions to manage approximately US$2.3 trillion (as at March 31, 2023) in long-term assets for investors around the world.

The world is facing a structural shift towards decarbonisation, creating opportunity that no investor can ignore.
To achieve these goals, governments around the world have shifted back toward industrial policy, spending large sums on the production and consumption of clean energy and electric vehicles.
At the same time, these goals are putting great pressure on materials needed for decarbonisation, from copper to uranium.

Workshop Objectives:

•    Two ways investors can consider sustainability and metals exposure in their portfolios
•    The key drivers of growing demand for metals
•    Exposure to lower carbon intensity commodity exposure

Company Profile: HANetf was founded by two of Europe’s leading ETF pioneers with nearly 40 years combined ETF experience: Hector McNeil and Nik Bienkowski. Hector And Nik have been a pioneering force in the ETF industry for over 20 years, establishing and building successful companies including ETF Securities, Boost ETP and WisdomTree Europe.
 
In 2017, Hector and Nik started HANetf to provide a full ETF white-label operational, regulatory, distribution and marketing solution. Since then, HANetf becomes the leading issuer of thematic ETFs in Europe, and has been first to market with several themes, including Metaverse, space, medical cannabis, solar energy, and electric vehicle charging.
 
Our clients gain access to a senior team with over 300 years of combined ETF experience and a world class ecosystem of ETF service providers, working together to lower the barriers to entry, reduce costs and increase speed-to-market for asset managers.

Sycomore Sélection Crédit (SFDR 8, Towards Sustainability labelled) invests in bonds issued by European SRI companies with no rating (Investment Grade, High Yield and Not Rated) or capitalisation size constraints and is at maximum 10% financials. The investment process integrates a deep proprietary ESG analysis.
The fund aims to deliver financial returns above those of the Barclays Capital Euro Corporate ex-Financial Bonds (reinvested coupons) over a minimum investment horizon of five years by applying a socially responsible investment process. The fund’s duration is kept below 5 and currently stands at 2.5 In addition, the fund aims to outperform its benchmark on the Net Environmental Contribution (NEC) indicator and on the 3-year headcount variation indicator, to select companies that contribute particularly on environmental and/or contribution to employment criteria. 
Sycomore Sélection Crédit is Sycomore’s largest fund with a current AUM of €775m.

Workshop Objectives: Highlighting how fundamental ESG research and integration through our proprietary SPICE model leads to better risk-adjusted returns for Sycomore Sélection Crédit.

Company Profile: Founded in 2001, Sycomore AM is a French asset manager specialized on sustainable investments. Its expertise is based on a hands-on approach and a proprietary model to analyze companies’ fundamentals. This model includes both financial and extra-financial criteria embedded in a dynamic database shared by fund managers and ESG specialists. They assess a company’s overall performance with regard to its stakeholders. Sycomore AM signed a strategic partnership with Generali Investments Holding in February 2019, which aims to create the largest and most innovative multi-boutique platform in Europe.