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Investment and Asset Management, Insurance

Managing Assets for Insurers Europe

Searching for Yield in an Evolving Market

Munich |
Speakers include:
Butch Bacani

Butch Bacani

UN Environment’s Principles for Sustainable Insurance Initiative

Jackie  Hunt

Jackie Hunt

Allianz SE

Michael Menhart

Michael Menhart

Munich Re

Overview

Financial Times Live and MandateWire present the Managing Assets for Insurers half day conference set in Munich as the second part of the series. Against an uncertain global economic outlook the agenda shall explore insurers investment insights on managing uncertainty, adapting to regulations and discuss ESG factors while delivering returns through asset diversification.

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fallback Add to my Calendar 11/13/2018 08:30:0011/13/2018 13:01:00trueManaging Assets for Insurers EuropeFinancial Times Live and MandateWire present the Managing Assets for Insurers half day conference set in Munich as the second part of the series. Against an uncertain global economic outlook the agenda shall explore insurers investment insights on managing uncertainty, adapting to regulations and discuss ESG factors while delivering returns through asset diversification.Managing-Assets-for-Insurers-Europedf8f51f6e40fd224d4602bb49e3e7d8cMM/DD/YYYY

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Full Overview

European financial markets face an uncertain future. More interest rate rises are expected in the UK where inflationary pressures have been building, while concern is mounting over the prospect of a 'hard' Brexit. And although Eurozone interest rates are not predicted to rise this year as inflation remains low, the European Central Bank has cut asset purchases with a view to ending quantitative easing later this year. 

Against this macroeconomic backdrop, insurers must reassess their investment strategies to suit the evolving environment. But faced also with renewed market volatility, how can insurers adjust their asset allocations? As insurers are moving into alternative investments, what are the strategically most important asset classes across Europe?

With the implementation of IFRS 17 and the upcoming review of Solvency II, are insurers responding appropriately to these regulatory developments? What are the lessons learnt so far from implementing Solvency II and which parameters need addressing?

Responsible investing is on the rise.  How can the integration of environmental, social and governance considerations become standard criteria for investment decisions?

Financial Times Live and MandateWire present the Managing Assets for Insurers half day conference set in Munich as the second part of the series. Against an uncertain global economic outlook the agenda shall explore insurers investment insights on managing uncertainty, adapting to regulations and discuss ESG factors while delivering returns through asset diversification.

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Speakers (10)

Butch Bacani

Butch Bacani

Programme Leader
UN Environment’s Principles for Sustainable Insurance Initiative

Butch Bacani leads UN Environment’s Principles for Sustainable Insurance Initiative (PSI), the largest collaborative initiative between the UN and the insurance industry. Endorsed by the UN Secretary-General and insurance industry CEOs, the PSI serves as a global framework for the insurance industry to address environmental, social and governance issues as risk managers, insurers and investors—and a global initiative to strengthen the industry’s contribution to building resilient, inclusive and sustainable communities and economies. Developed by UN Environment’s Finance Initiative, the PSI was launched at the 2012 UN Conference on Sustainable Development.

Mr Bacani leads PSI activities supporting global policy frameworks such as the UN Sustainable Development Goals, Paris Agreement on Climate Change, and Sendai Framework for Disaster Risk Reduction, as well as the Financial Stability Board’s climate risk disclosure recommendations. He forged the largest collaboration between the insurance industry and cities, wrote the Insurance Industry Development Goals for Cities, forged the PSI’s partnership with the world’s microinsurance community, and co-led the creation of UN Environment’s Sustainable Insurance Forum for regulators. He is involved in the UN Secretary-General’s Climate Resilience Initiative, G7 and G20-backed InsuResilience Global Partnership, and Vulnerable 20 Group of Ministers of Finance.

Mr Bacani led the global research, consultation and drafting process that created the PSI in 2012, and UN Environment’s insurance and investment programmes from 2006 to 2010, including activities with the Principles for Responsible Investment. He has shaped global insurance industry commitments to address climate change, disaster risks, tobacco risks and illegal fishing; and to protect World Heritage Sites. He has authored or contributed to pioneering studies, including the first sustainable insurance study; first global sustainability survey of the insurance industry; first global insurance industry survey of cities, SMEs and climate risks; and a legal roadmap on fiduciary duty and responsible investment. Before the UN, he was in the insurance industry for over a decade, working with leading insurers and reinsurers worldwide.

Jackie  Hunt

Jackie Hunt

Member of the Board of Management, Allianz SE; Chair, Allianz Asset Management
Allianz SE

Jackie Hunt is a member of the Board of Management of Allianz SE, responsible for PIMCO, Allianz Global Investors, Allianz Capital Partners and Allianz Life US. She is also a member of the Board of Trustees of the American Institute of Contemporary German Studies. She is particularly passionate about supporting diversity and inclusion initiatives and recently joined the Women in Africa Club.

Prior to joining Allianz she was an Executive Director of Prudential plc and the Chief Executive of Prudential UK, Europe and Africa. She joined Prudential from Standard Life plc where she was an Executive Director and Group Chief Financial Officer. Prior to this, she held a number of senior management positions in companies including Norwich Union Insurance, Aviva, Hibernian Group, RSA Insurance and PriceWaterhouseCoopers. Jackie acted as a Commissioner for the Dormant Assets Commission. She was Deputy Chair of the Financial Conduct Authority Practitioner Panel, a Non-executive director of The CityUK, a member of the Association of British Insurers Board and the Senior Independent Director of National Express Group plc.

She holds a Bachelor of Accounting, a Bachelor of Commerce from the University of Witwatersrand and is a Chartered Accountant. Originally from South Africa, Jackie has lived and worked on four continents.

Michael Menhart

Michael Menhart

Chief Economist and Head of the Economics, Sustainability & Public Affairs Central Division
Munich Re

Dr. Michael Menhart is Munich Re Group’s Chief Economist and Head of the Economics, Sustainability & Public Affairs Central Division, and he reports to the CEO. In this role, he is responsible for Economic and Insurance Market Research at Munich Re. He also leads the Corporate Responsibility team and the Group’s Government Relations activities.  

Before joining Munich Re in 2005, Dr. Menhart worked as a business consultant at McKinsey & Company, where he advised global companies operating in the financial and insurance sectors on strategic projects.   

Dr. Menhart graduated with a degree in Economics from the University of Augsburg, where he also obtained his doctorate from the Faculty of Business and Economics with a dissertation on innovation dynamics in the German insurance market. He obtained his M.A. in Economics at Wayne State University in Detroit, USA.

Andreas  Bayerle

Andreas Bayerle

Chief Financial Officer
Helvetia Versicherungen AG

Andreas Bayerle is Chief Financial Officer of Helvetia Austria with responsibility for the investment and risk management of its assets. He is also Head of Life Insurance at Helvetia Austria and in this role he is responsible for the Life Insurance business of Helvetia Austria. Before joining Helvetia in 2016, Andreas Bayerle was CFO of the leading Austrian consumer electronics retailer Cosmos and before that CFO of the unit-linked specialist Skandia Austria. Andreas Bayerle started his management career with McKinsey & Company, where he led numerous international projects for leading insurers and other financial institutions. He holds a business degree from the Vienna University of Economics and Business Administration and an MBA from INSEAD, Fontainebleau, France.

Guillermo Donadini

Guillermo Donadini

Chief Investment Officer
AIG Europe

Mr Donadini is responsible for developing strategic asset allocation and managing investment portfolios for AIG in Asia Pacific, EMEA and Latin America and he is also the Chief Investment Officer for AIG Europe Limited. He held responsibilities within AIG as Chief Investment Officer for Japan and Latin America, in both cases actively engaged in developing investment strategies for the property and casualty, life and pensions investment portfolios. He has been also Chief Investment Officer in Colombia and Argentina. Prior to AIG, Mr Donadini worked for MetLife Investments Ltd. as Chief Investment Officer for Europe, Head Trader and Head of Research for ING Bank and as a Senior Investment Analyst at M&S Consulting, an Argentina based economic think tank. He received a BA in Economics from Buenos Aires University and a MA in Economics from Universidad Del Centro de Estudios Macroeconomicos de Argentina.

Alberto  Matellan

Alberto Matellan

Chief Economist
Mapfre Inversion

Alberto Matellán is the Chief Economist for MAPFRE Investments Area. In his role he defines the macro view and the asset allocation process for the company’s and client’s investments. He is, also, integrating ESG in the investment, research and reporting processes, and liaises with international institutions regarding responsible investing. Before joining MAPFRE in 2016, he worked as a director of Fixed Income Strategy at JB Capital Markets, and Head of Research and Strategy at Inverseguros. Formerly, he was a macroeconomic consultant at Instituto de Estudios Económicos, where he advised the largest Spanish companies on investments and capital allocation. He combines his professional career with the academia, teaching postgraduate level financial analysis at CUNEF and macroeconomics at the Spanish Civil Engineers Association. He holds a Degree in Business Administration, an M.Phil in Applied Economics and an IESE Advanced Management Program. He also attended the Ivey Business School Search for Value Program. He is an EFFAS Certified ESG Analyst (CEESGA) and a member of the Spanish Institute of Financial Analysts.

Tommy Piemonte

Tommy Piemonte

Head of Sustainable Investment Research
Bank für Kirche und Caritas eG

Tommy Piemonte is Head of Sustainable Investment Research at Bank für Kirche und Caritas eG, a catholic church Bank based in Paderborn. He is mainly responsible for the further development, operational implementation and monitoring of the bank’s ethically-sustainable investment strategy. Above all, his expertise helps the Bank’s institutional clients, such as charitable foundations and church and charitable institutions, to develop and implement an individual, ethically-sustainable investment strategy.

Prior to joining the Bank für Kirche und Caritas, Tommy Piemonte was Head of the sustainability rating agency Imug in Hanover, research and sales network partner of Vigeo Eiris. Mr. Piemonte studied economics in Nürtingen and Rome. The graduate economist supplemented his experience in sustainability research with many years of experience in the financial market, including as a securities specialist at Deutsche Bank. With this combination of experiences, Mr. Piemonte also regularly lectures at universities and has written numerous publications on sustainable investment.

Sacha Sadan

Sacha Sadan

Director of Corporate Governance
Legal & General Investment Management

Legal & General Investment Management (LGIM) is one of Europe’s largest asset managers and a major global investor, with total assets under management of €1,114 billion*. We work with a wide range of global clients, including pension schemes, sovereign wealth funds, fund distributors, retail investors and direct investors. Throughout the past 45 years we have built our business through understanding what matters most to our clients and transforming this insight into valuable, accessible investment products and solutions. We provide investment expertise across the full spectrum of asset classes, including fixed income, equities, multi-asset, real assets and cash. Our capabilities range from index-tracking, active and exchange-traded strategies to liquidity management and liability-driven risk management solutions.

* Source: LGIM internal data as at 30 June 2018. These figures include assets managed by LGIMA, an SEC Registered Investment Advisor. Data includes derivative positions

Jens  Vanbrabant

Jens Vanbrabant

Senior Portfolio Manager, Head of European Loans and High Yield
Wells Fargo Asset Management

Jens Vanbrabant is a senior portfolio manager and Head of High Yield for the Wells Fargo Asset Management (WFAM) Credit Europe team. He joined the firm in 2007. He has served as a portfolio manager responsible for team’s corporate investment grade and high yield credit risk before becoming a lead portfolio manager of WFAM Credit Europe’s Multi-Asset Credit portfolios, which included significant allocations to loans and high yield. Mr Vanbrabant, who has more than 15 years of portfolio and risk management experience, was previously at J.P. Morgan, where he was a credit research analyst responsible for the firm’s industrials loan exposure in the Credit Portfolio Group. He began his investment career in 1999.  He has a master’s of laws degree from King's College London and a law degree from University of Leuven in Belgium. He has earned the right to use the CFA designation and is a member of the CFA Society of the U.K.

Dimitris  Zafeiris

Dimitris Zafeiris

Head of the Risks and Financial Stability Department
EIOPA

Dimitris Zafeiris is Head of the Risks and Financial Stability Department and is responsible for EIOPA's activities in the areas of financial stability, crisis management and studies and statistics. Before joining EIOPA, Mr Zafeiris ran the risk management unit in a commercial bank where he was responsible for the management of projects such as the implementation of Basel II and external asset quality reviews. Prior to this, he held roles as investment director, portfolio manager and analyst in a number of firms in the asset management industry. He holds a Master of Science in Finance and a Bachelor of Science in Economics.

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Co-Chairs (2)

Oliver  Ralph

Oliver Ralph

Insurance Correspondent
Financial Times

Oliver Ralph is the Insurance Correspondent at the Financial Times. Prior to this Mr Ralph was Deputy Head of Lex since 2014, specialising in banking, finance and consumer. He has also been a Lex writer and, prior to this, the FT UK Companies Editor. He joined the Financial Times in 2009, having worked at Investors Chronicle from 2000 to 2009 and Euromoney from 1998 to 2000. He graduated from the University of Edinburgh in 1996.

Henry Smith

Henry Smith

Editor, Analysis Section
MandateWire

Henry Smith’s career at the Financial Times Group began in 1997 as a reporter on Offshore Financial Review. From 1999, he was features editor and subsequently editor of FT Mandate, a global institutional investment publication. In 2011, he was instrumental in the launch of the Analysis section of MandateWire, a digital institutional investment intelligence service for asset managers around the world.

Moderator (1)

Ina  Lockhart

Ina Lockhart

Financial Journalist

Ina Lockhart has been working as a free-lance business journalist since October 2011. She is based in Frankfurt am Main, Germany. She has written for personal finance pages of the major German daily newspapers (Frankfurter Rundschau, Berliner Zeitung) and online news sites (ZDF/heute.de). She regularly contributes to specialist magazines such as the Financial Times asset management publication dpn Deutsche Pensions- und Investmentnachrichten. In addition she takes a keen interest in stories linking the art to the business world. Some of those stories appeared in the German monthlies Capital, Bilanz and Welt am Sonntag. Since May 2014 Ina is a member of the online editors’ team of FAZ.NET, the online news site of the Frankfurter Allgemeine Zeitung (F.A.Z.). 

Prior to free-lancing Ms Lockhart worked in various reporting and editing positions starting her journalist career in 1995. She spent two years with Dow Jones Newswires in Frankfurt where she reported on the German automotive industry and  the equity market. In 1999 she joined the founding team of the Financial Times Deutschland (FTD) where she stayed for more than a decade. She started as a member of the financial markets reporters’ team and later became the financial  markets editor being one of the co-heads of the Frankfurt FTD bureau. She holds a degree in applied languages and business studies. Ms Lockhart is an experienced moderator. During her time at the FTD she hosted several conference panels focusing on banking as well as insolvency/restructuring. For FT/dpn she regularly moderates expert roundtables on various asset management topics. For Frankfurter Allgemeine Forum, the conference unit of F.A.Z., she recently moderated at the annual M&A conference and the annual art conference.

Agenda - 13th Nov

  • 8:30am
    Registration and networking
  • 9:00am
    Opening remarks

    Oliver Ralph, Insurance Correspondent, Financial Times

  • 9:10am
    Keynote interview: Outlook for the insurance sector
    • What are the priorities of the insurance sector within the EU, beyond increasing yields?
    • How is the current macroeconomic outlook affecting the insurance industry?
    • Now that Solvency II has been in place for two years how has it changed the investment philosophy of insurers?  Have insurers adapted to the new way of thinking?
    • What are the current trends that are shaping the insurance industry?

    Michael Menhart, Chief Economist and Head of the Economics, Sustainability & Public Affairs Central Division, Munich Re

    interviewed by Oliver Ralph, Insurance Correspondent, Financial Times

  • 9:35am
    Panel discussion: Analysing the investment landscape and assessing the regulatory changes
    • What are the key asset classes across Europe? What risks do these alternative assets hold, especially in the light of Brexit?
    • Insurers assume the role of lender - What opportunities does direct lending bring for insurance companies as banks are reducing their lending activities? Will there be any structural changes in businesses?
    • While the uncertainty around future inflation increases demand for infrastructure investment, climate change policies could cause a slowdown in such investment activities. How do insurers find a suitable infrastructure project to invest in?
    • Which issues need to be addressed in the Solvency II review scheduled for the end of 2018? As IFRS 17 brings significant changes to insurance reporting systems and processes what are the main challenges during the transition period?

    Andreas Bayerle, Chief Financial Officer, Helvetia Versicherung AG

    Alberto MatellanChief Economist, Mapfre Inversion

    Dimitris Zafeiris, Head of the Risks and Financial Stability Department, EIOPA

    Moderated by Oliver Ralph, Insurance Correspondent, Financial Times

  • 10:20am
    Interview: The meaning of Active Ownership - How voting and engagement adds value to client portfolios

    Sacha Sadan, Director of Corporate Governance, Legal & General Investment Management

    interviewed by Henry Smith, Editor Analysis Section, MandateWire

  • 10:55am
    Networking break
  • 11:20am
    Panel framer

    Butch Bacani, Programme Leader, UN Environment’s Principles for Sustainable Insurance Initiative

  • 11:30am
    Panel discussion: Putting ESG in the centre of investment decisions
    • With major global insurers incorporating ESG into their annual reports, the pressure on other insurers to follow this course of action is only likely to increase. How can the industry as a whole integrate ESG considerations into their investment decisions?
    • Investors who focus on companies with the best ESG scores may find their investments overweight in some industries and underweight in others. How do they diversify their portfolios? How do insurers select which ESG indices to track and benchmark on? How do those indices add value to their investment strategies?
    • Is there convincing evidence that taking ESG criteria into account makes economic sense and reduces downside risks especially for long-term investors?
    • Embracing ESG has blossomed in spite of a lack of across-the-board ESG definition. How can industry provide enough clarity on ESG standards?

    Butch BacaniProgramme Leader, UN Environment’s Principles for Sustainable Insurance Initiative

    Jacqueline Hunt, Member of the Board of Management, Allianz SE, Asset Management, US Life Insurance

    Tommy Piemonte, Head of Sustainable Investment Research, Bank für Kirche und Caritas eG

    Moderated by Ina Lockhart, Financial Journalist

  • 12:15pm
    Presentation : European Loans - A safe harbour in uncertain times

    Jens Vanbrabant, Senior Portfolio Manager, Head of European Loans and High Yield, Wells Fargo Asset Management

  • 12:30pm
    Interview: Gaining insight on investment opportunities

    Discussion with a key insurer about growth recipes.

    Guillermo Donadini, Chief Investment Officer, AIG Europe

    interviewed by Henry Smith, Editor Analysis Section, MandateWire

  • 12:55pm
    Closing remarks

    Henry Smith, Editor Analysis Section, MandateWire

  • 1:00pm
    Networking lunch

Who Attends?

This event is free to attend for professionals representing insurance firms with job titles including: 

  • Chief Investment Officer
  • Chief Risk Officer
  • Heads of Asset Liability Management
  • Heads of Capital Management
  • Heads of Asset Allocation
  • Members of investment committees 

A limited number of paying places are available to senior representatives of professional service firms, asset managements, fund management, technology, payments companies and business consultancies to purchase here.

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Fees

Ticket Type

Fee                           

 

Standard Summit Ticket

€899+VAT

Paying Delegate
Available for senior representatives from consultancies and other professional service firms.

Complimentary Tickets 
Reserved exclusively for senior representatives from insurance companies, retail banking insurance providers and insurance regulator: Apply for your complimentary place

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Presented By (1)

The Financial Times is one of the world’s leading business news organisations, recognised internationally for its authority, integrity and accuracy. In 2016 the FT passed a significant milestone in its digital transformation as digital and services revenues overtook print revenues for the first time. The FT has a combined paid print and digital circulation of more than 910,000 and makes 60% of revenues from its journalism.

Platinum Sponsor (1)

Legal & General Investment Management (LGIM) is one of Europe’s largest asset managers and a major global investor, with total assets under management of €1,114 billion*. We work with a wide range of global clients, including pension schemes, sovereign wealth funds, fund distributors, retail investors and direct investors. Throughout the past 45 years we have built our business through understanding what matters most to our clients and transforming this insight into valuable, accessible investment products and solutions. We provide investment expertise across the full spectrum of asset classes, including fixed income, equities, multi-asset, real assets and cash. Our capabilities range from index-tracking, active and exchange-traded strategies to liquidity management and liability-driven risk management solutions.

* Source: LGIM internal data as at 30 June 2018. These figures include assets managed by LGIMA, an SEC Registered Investment Advisor. Data includes derivative positions

Associate Sponsor (2)

At the core of Societe Generale’s universal banking business model, the Corporate & Investment Bank is a well-diversified and leading player with nearly 12 000 professionals present in more than 31 countries across Europe, the Americas and Asia-Pacific.

Standing by its clients across sectors, the Corporate & Investment Bank tailors solutions for them by capitalising on its worldwide expertise in investment banking, global finance, and global markets.

For Corporates, Financial Institutions and Public Sector: providing a global advisory approach (M&A, debt, equity transaction, capital structure, and asset & liability management), as well as quality capital raising solutions across the debt and equity spectrum, optimised financing and expert risk management responses notably in the realm of foreign exchange and rates derivatives.

For Investors: offering reliable and sound investment opportunities and risk management solutions through its integrated global markets platform delivering seamless access to markets (equity, rates, credit, currencies, commodities and derivatives), as well as advice and solid financial engineering, quality of execution – both Agency and principal-, forward-looking research across asset classes, an industry-leading clearing proposition and prime brokerage services.

Lead Sponsor (1)

Als weltweit führender Anlageverwalter ist PIMCO auf den Bereich festverzinsliche Wertpapiere spezialisiert.

Bereits kurz nach unserer Gründung im kalifornischen Newport Beach präsentierten wir Investoren ein Total-Return-Modell für festverzinsliche Wertpapieranlagen. Damals schrieben wir das Jahr 1971. Zwar hat sich seitdem vieles verändert – der Innovationsgeist, mit dem wir für unsere Kunden konsequent die bestmöglichen Anlagelösungen identifizieren, ist aber nach wie vor derselbe. Mehr als 2.300 Experten weltweit sind heute für unsere Kunden aktiv und verfolgen dabei ein zentrales Ziel: in jedem Marktumfeld optimale Anlagechancen zu realisieren.

Der bewährte Anlageprozess von PIMCO kombiniert unseren globalen Top-down-Ausblick mit umfassender Bottom-up-Wertpapieranalyse und Risikomanagement. Er hat sich über mehrere Jahrzehnte entwickelt und wurde in praktisch jedem Marktumfeld getestet.

Unser Ziel ist die Erhaltung und die Steigerung des Vermögens, das uns unsere Kunden anvertraut haben. PIMCO verwaltet 1.71 Billionen US-Dollar (Stand 30.06.2018), die uns u.a. von öffentlichen und privaten Pensionsfonds, Stiftungen und Versicherungen anvertraut werden. Domiziliert in Newport Beach, Kalifornien, USA verfügen wir über 13 weitere weltweite Standorte, einschliesslich sieben Trading Desks, die alle Zeitzonen abdecken. In der Schweiz sind wir seit 2009 präsent.

Lunch Sponsor (1)

BNP Paribas Securities Services is a multi-asset servicing specialist with local expertise in 36 markets around the world and a global reach covering 90+ markets. This extensive network enables us to provide our institutional investor clients with the connectivity and local knowledge they need to navigate change in a fast-moving world.

Exhibitor Sponsor (2)

Founded in 1990, Apollo is a leading global alternative investment manager with Assets Under Management of $270bn. The firm has an integrated credit, private equity and real estate investment platform and we are typically contrarian, value-oriented investors with an ability to execute difficult and creative transactions. Apollo has considerable history in the insurance space through its investments across Life and Non-Life platforms, we also have a team who focus on providing investment solutions for Insurance balance sheets, ultimately seeking to create value for our investors throughout economic cycles and across different regulatory regimes.

Invesco ist mit einem weltweit verwalteten Vermögen von 963,3 Milliarden US-Dollar per 30. Juni 2018, nahezu 7.000 Mitarbeitern und einem mehr als 120 Länder umfassenden Kundennetzwerk eine der größten unabhängigen Investmentgesellschaften der Welt.

Die Invesco Philosophie

Anlageerfolg gründet auf unabhängigem Denken: Getreu dieser Überzeugung gibt es bei uns keine weltweit gültige „Hausmeinung“. Jedes der 13 Investmentteams hat die Freiheit, seinen eigenen Anlagestil zu verfolgen. Die Grundlage für diese klar definierten Investmentphilosophien sind disziplinierte Anlageprozesse und eine konsequente Risiko und Qualitätssteuerung. Unser breit gefächertes Produktangebot deckt alle wichtigen Aktien- und Anleihemärkte sowie alternative Anlageklassen auf regionaler und globaler Ebene ab. Dazu gehören auch Nachhaltigkeits-/ESG-Strategien.

Wir bündeln unsere Ressourcen, unsere globale Stärke und unsere operative Stabilität, um Investoren dabei zu unterstützen, ihre langfristigen finanziellen Ziele zu erreichen. Als unabhängiges, weltweit tätiges Unternehmen konzentrieren wir uns ausschließlich auf das Investmentmanagement.

Supporting Partners (3)

FTfm is the touchstone for the global fund management industry. It provides news, trend analysis, interviews, debate and thought leadership to the world's top asset managers and institutional investors, as well as prices.

Distributed every Monday throughout Europe and Asia, with a monthly US edition, it is unique in the market place, delivering focused editorial with a huge distribution.FTfm is read by institutional and professional investors, analysts, traders, C-Suite executives, consultants and other corporates and professionals interested in the global asset management industry.

FTfm is also available online at www.ft.com/ftfm. FTfm's extra online content includes video interviews with industry members; Q&As with key figures; Comment & Opinion, where readers can discuss FT editorial. Readers can also register for the free weekly FTfm email update.

For our advertisers, it provides access to the World's leading asset managers and investors.

MandateWire is a leading source of institutional asset management intelligence. It’s a financial information database delivering high-value sales intelligence, market data and analysis to the European, North American and Asian institutional investment market. By leveraging close relationships with many leading global institutional investors, MandateWire provides fund managers, investment banks and specialist investment houses with well-timed and credible intelligence on investor strategies and business opportunities.

With a particular focus on hard-to-find private information, MandateWire is a proven sales and business development tool providing reports on confirmed and forthcoming tenders, as well as analysis of market trends and finalised deals. Our database holds key contact details for over 20,400 institutional investors, with a combined known worth of over $76tn in 2017.

With MandateWire, you can extract reports on a single investor, on particular consultants and managers, or institutional investors around the world. Search results can also be split into equities, fixed income and alternatives, so you can view activity in those asset classes. We have skilled, multi-lingual journalists and researchers based in London, New York, Hong Kong and Manila. Engaging with investors in their native language, they focus on relationship-building within their specific market: this leads to unique and dependable institutional intelligence.

The MandateWire CRM Integration Solution takes the power of MandateWire (Intelligence, Investor/ Consultant Directories and Analysis) and centralizes it within Salesforce to dramatically improve the workflow of your sales team.

To learn more on how MandateWire can help you win more business, or to sign up for a free trial and emo, visit: www.mandatewire.com.

Published by the Financial Times, Professional Wealth Management (PWM) specialises in analysing the growth strategies of private banks and the regional financial centres in which they operate.PWM carries the latest analysis of private banks, wealth managers and regional financial centres, along with in-depth reporting on asset allocation, the fast moving regulatory agenda, digital operations and technology, with input from a broad range of thought leaders.PWM is devoted to analysing the delivery of wealth solutions to private clients and entrepreneurial families. This can be through traditional banks, private investment or family offices and increasingly robo-advisers. PWM is also helping financial institutions to set up relevant distribution and advice models in developing markets such as the Middle East and parts of Asia and Latin America. Register for a free print subscription to receive PWM bi-monthly.

Venue

Sofitel Munich Bayerpost
Bayerstrasse 12
Munich 80335

Germany

Tel: (+49)89/599480

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