Financial Investigator

Financial Investigator roundtable on #CarbonPricing & #CarbonCredits: keep triggering creativity from asset managers!

Financial Investigator roundtable on #CarbonPricing & #CarbonCredits: #CarbonPricing would help to make the hidden costs more visible!

Financial Investigator roundtable on #CarbonPricing & #CarbonCredits: Nature based solutions today present a very interesting, perhaps the most interesting, investment opportunity.

The Financial Investigator roundtable on #CarbonPricing & #CarbonCredits has started with Colin Tissen from PGGM Investments, Jonathan Dean from AXA Investment Managers Alts, Martijn Vlasveld from Edmond de Rothschild REIM and Pustav Joshi from Morningstar moderated by Vincent van Bijleveld from Finance Ideas. The write-up of this roundtable will be published in the October issue of Financial Investigator!

Despite a brief recent consolidation, 2023’s concentrated market rally extended into 2024. Risks of disappointment caused by geopolitics and elections, interest rate moves or AI inadequacies are nevertheless still high, according to Ariane Kesrewani and Cedric Le Berre, both Senior Investment Specialist at UBP - Union Bancaire Privée. https://lnkd.in/eaA83VtU

The roundtable discussion on Net Zero Portfolio Management provides some interesting insights: -> Instead of financing companies that can help decarbonise, we as a financial sector should finance companies decarbonising -> Engagement has its limits and divestment takes time. Make sure you have a solid framework for your engagement (including voting) -> Green bonds do not cover everything -> You need to look beyond company's direct emissions, you should also look at its ability to adapt, mitigate.

The Financial Investigator roundtable on #NetZero Portfolio Management has started with Dick Van Den Oever, Théophile Tixier, CFA, Tim Gooding, Jack Julicher, Nathan Griffiths, Tina Radovic, Sarah Peasey, Manuel Coeslier, Alex van der Meulen, and Phil Cliff, moderated by Erwin Houbrechts. The write-up of this roundtable will be published in the October issue of Financial Investigator!

In 2019 was ABN AMRO Bank N.V. een van de eerste banken in Europa met een impactmandaat. Financial Investigator sprak met Global Head ESG & Sustainable Investing Vincent Triesschijn over de recente successen en de uitdagingen van de bank op het gebied van #impactbeleggen. https://lnkd.in/e4qTkQfn

Disruptions to global trade are in the news almost every week. Martin Opfermann, CFA, Lead Portfolio Manager, Trade Finance, and David Newman, Head of Global High Yield, both at Allianz Global Investors, explain how these #disruptions impact #TradeFinance investors and what drives deal flow activity for them. https://lnkd.in/er5p3eYG

Dinsdag 24 september 2024 van 12:30 uur tot 16:20 uur Financial Investigator seminar over Balansmanagement en Vermogensbeheer voor #verzekeraars Erasmus Paviljoen, Rotterdam Op dinsdagmiddag 24 september gaan diverse experts van 12.30 tot 16.20 uur (lunch vanaf 11.45 uur) in op het thema #Balansmanagement en #Vermogensbeheer voor Verzekeraars in het Erasmus Paviljoen in Rotterdam. Verschillende experts zullen hun visie met u delen, waaronder: ♣ Gaelle Allet, CFA, CAIA, Senior Product Specialist – Private Markets, Allianz Global Investors ♣ Xander van den Biggelaar, CFA Biggelaar, Senior Portfolio Manager Sustainable Investing, Coöperatie VGZ ♣ Jack Julicher, Non executive board member van verschillende organisaties en Interim voorzitter financial sector Dutch climate agreement ♣ Marieke Van Dijk-Van Kamp, Head of Private Markets, NN Group ♣ Vincent Lemaitre, Head of ESG for Private Debt, Tikehau Capital ♣ Madelon Moorlag, Manager Vermogensbeheer, Klaverblad Verzekeringen ♣ Roelof Salomons, Professor Investment Theory and Asset Management, Rijksuniversiteit Groningen ♣ Emaad Sami, Infrastructure Credit, Product & Solutions Director, Schroders Capital De middag wordt voorgezeten door Erik Leseman, CFA, Head of Investment Implementation & Oversight, a.s.r. vermogensbeheer. Registratie & deelname: https://lnkd.in/eg2-uZYH Deelname aan het seminar is gratis en staat open voor professionals die werkzaam zijn bij een verzekeraar op het gebied van Vermogensbeheer, Balansmanagement, Risk Management, Finance, ALM en verslaglegging