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 Objectives:

We would like to warmly invite you to a focused presentation 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.

The rise in ESG investing has led to the new challenges for both asset owners and asset managers. With third party opinions, esg ratings, changing regulatory environment, issues with data reliability and comparability as well as increasing pressure from media, investing in the world of ESG is not as simply as just buying a green bond. In this presentation, we will look at the growth of the ESG bond markets, and present several case studies to help illustrate the some of the complex issues that managers face and how active management helps reduce the risk of greenwashing allegations.

Company Profile: We drive client success through an unwavering focus on investment excellence delivered on a robust global platform. This is backed by investments in cutting edge technology and product innovation. In this way, our clients receive a consistent, coordinated experience and are empowered with an extensive range of specialized capabilities, all delivered through one trusted global partner.

We’ve broadened our capabilities by attracting leading public and private market investment managers to our firm. We nurture and protect the investment independence of these managers while providing them access to capital, technology, risk management, and sustainability resources. 

Alongside our investment offering, we equip our clients with the tools, services, and knowledge necessary to actively plan for a better future.

And with a 75+ year tradition of closely held family ownership, we continuously focus on stability, innovation, and long-term value creation.

Above all else, we always stay true to our commitment to create better financial futures together. 

The recent bout of market volatility underscores the need to diversify investors’ equity exposure. In this session, we share how our contrarian value approach has unlocked opportunities since 1993 by:

1. Identifying undervalued companies with long-term growth prospects.
2. Maintaining an absolute return mindset focused on capital preservation.
3. Building a high-conviction portfolio of global names across varied sectors.  

As investors prepare for falling rates and an economic slowdown, we will discuss the growing relevance of contrarian value investing, while staying clear of value traps.

Workshop Objectives:  A successful and enduring value-focused strategy starts with the best ideas not the index.

Company Profile: Nedgroup Investments is a global asset manager with over $20 billion in assets under management. At Nedgroup Investments, we believe that everyone should benefit from the difference that the best boutiques bring. As an investment-led company, we are dedicated to finding exceptional fund managers and providing the right conditions for them to excel. We cultivate decades-long relationships to enable managers and teams to thrive in the long term, offering our clients greater choice, better access, and deeper alignment with their investments.

We champion boutiques. We select excellence. We partner for decades.

In an uncertain monetary, political and market environment achieving an attractive income and total return for your clients can be challenging.

In our session we will talk about how the T. Rowe Price Diversified Income Bond Fund can do so for you and your clients. 

Find out how this “go anywhere” bond strategy aims to provide stability 
and performance across various market environments.

Workshop Objectives:   

• Explain the outlook for bond investing
• Find out how the T. Rowe Price Diversified Income Bond Fund can deliver an attractive income and total return for clients
• Discover how the fund is positioned in response to current market conditions

Company Profile: We are in the field and on the lookout. Our embedded experts in 17 markets worldwide access firsthand insights from companies, suppliers and regulators. This means we uncover opportunities that others might miss.

$1.57 trillion assets under management
With our time-tested investing approach and assets under management, we are one of the top 25 asset management firms in the world.2 

In turbulent markets, we have you covered
Our portfolio managers have navigated tough markets, including the tech bubble, the global financial crisis and the coronavirus crisis. That time-tested experience stays with the firm: 57% of our current managers worked in investment roles at T. Rowe Price during the global financial crisis.

Our active management approach takes us beyond the numbers. Over 525 of our investment professionals go out in the field around the world to help us get the answers we need.