Investment Officer

Investments in clean energy are now really gaining momentum. It's not just the production of renewable energy that needs to be invested in; the entire energy system needs to change. In this podcast, Jennifer Boscardin-Ching , client portfolio manager in Pictet Asset Management's Thematic Equities Team, talks about the opportunities the energy transition presents to investors. Investment...

Beleggers verleggen de aandacht van ESG-risico's naar positieve duurzame resultaten, zoals  opgehangen aan de Sustainable Development Goals (SDG's). Dit roept de vraag op hoe impact wordt gemeten aan de hand van deze SDG's en of impactbeleggen en financiële resultaten kunnen worden gecombineerd. Marije Groen praat erover met Pauline Grange , portfolio manager bij Columbia Threadneed...

Dirk Hoozemans , beheerder van het Triodos Pioneer Impact Fund, richt zich op toekomstige, innovatieve winnaars met duurzame producten en diensten, in met name het wereldwijde small- en midcapsegment. Tegelijkertijd streeft de strategie naar een socialere en groenere samenleving en economie. Juist bij small- en midcaps, de levensader van iedere economie, kunnen impact en duurzaamheid namelijk het...

Emerging markets used to be the production house of the world, but that’s an old story. Today they rank among the most innovative countries. According to Raj Shant, managing director and portfolio specialist at Jennison Associates, a fully owned subsidiary of PGIM Investments, the fastest growing 40% of emerging market companies generate all the profit and all the stock market returns. In this pod...

Dans ce podcast avec Etienne de Callataÿ, fondateur et CEO d'Orcadia Asset Management au Luxembourg, nous parlons politique monétaire, allocation d'actifs et perspectives budgettaires. Investment Officer is an editorially independent media platform in the Benelux countries providing industry news and insights to investment professionals working for asset owners, asset managers and asset...

The European Green Deal acts as a catalyst for some key sustainable trends, which come together in the Mirova Europe Environmental Equity strategy. The investable universe consists of mainly European companies, which are forging ahead with innovative products and services on themes such as renewable energy, greening real estate, clean transport and the circular economy. 'They are frontrunners...

The alphabet soup of sustainable investment approaches, ranging from excluding sectors to impact investing could confuse multi-asset investors in search of a clear story and consistent ESG-reporting. How to integrate ESG consistently into a multi-asset portfolio, that includes not only equity and fixed income but also alternatives? That's something Marije Groen discusses  with Simon Holmes. S...

Multi-asset investment is more than than a well-diversified portfolio. Diversity as a source of diversification: that is the motto of Capital Group with regards to multi-asset investing. Each multi-asset portfolio has therefore been managed by different managers. What are the benefits of this holistic approach to multi-asset investing? That’s something Marije Groen discusses with Julie Dickson . J...

Growing income inequality within developed countries is polarizing, eroding the workforce and threatening economic growth. Investing in companies that promote inclusive growth is the way to break this downward spiral. Delphine Riou , ESG research specialist at BNP Paribas Asset Management, sees income inequality as a threat to long-term economic growth. At the same time, she sees an opportunity to...

Sustainable index funds and ETFs were increasingly embraced by investors in 2020. BlackRock expects this trend to accelerate in 2021 due to current market dynamics and legislative and regulatory tailwinds. What are the benefits of investing in ESG indices? And can you compile sufficiently reliable sustainable indices with ESG data by now? Marije Groen talks about this with Muhammad Masood, Directo...

Investments in "clean energy" are really gaining momentum now. It's not just the production of renewable energy that needs to be invested in; the entire energy system needs to be overhauled. In this podcast, Jennifer Boscardin-Ching, client portfolio manager in Pictet Asset Management's Thematic Equities team, talks about the opportunities that the energy transition offers inve...

Gone are the days when the timber industry evoked negative associations. The UN PRI sees the industry as a partner in the climate crisis. Wood has many applications, is CO2 neutral or even reduces global warming. Not unimportant from an economic point of view, the demand for wood is also increasing. In this podcast Gillian Diesen , Senior Product Manager at Pictet Asset Management talks about inve...

Gone are the days when the timber industry evoked negative associations. The UN PRI sees the industry as a partner in the climate crisis. Wood has many applications, is CO2 neutral or even reduces global warming. Not unimportant from an economic point of view, the demand for wood is also increasing. In this podcast Gillian Diesen, Senior Product Manager at Pictet Asset Management talks about inves...

The European Green Deal acts as a catalyst for some important sustainable trends, which come together in the Mirova Europe Environmental Equity strategy. The investable universe consists of mainly European companies, which are forging ahead with innovative products and services on themes such as renewable energy, greening of real estate, clean transport and the circular economy. 'They are fro...

In de tweede aflevering van de podcastserie OBAM Talks zoomen we in op de investment beliefs van het bekendste wereldwijd beleggende aandelenfonds van Nederland . Er worden 5 manieren behandeld om succesvol op de beurs te kunnen beleggen. Dat doen we met Siegfried Kok , senior portfolio manager bij OBAM. Siegfried is bekend van de 100 seconden van OBAM-video’s op YouTube.  Investment Officer is an...

Welke positie heeft ’s werelds grootste asset manager, het Amerikaanse Blackrock, in Nederlands fiduciair management? En welke rol ziet deze marktleider in passief beleggen voor zichzelf weggelegd in de toekomst? We vragen het Geert-Jan Troost, hoofd institutional client business, in onze podcastserie ‘Wie is de slimste fiduciair manager’. Investment Officer is an editorially independent media pla...

Growing income inequality within Western countries is polarizing, eroding the workforce and threatening economic growth. Investing in companies that promote inclusive growth is the way to break this downward spiral. Delphine Riou, ESG research specialist at BNP Paribas Asset Management, sees income inequality as a threat to long-term economic growth. At the same time, she sees an opportunity to tu...

The importance of ESG when investing in emerging market equities is explored at three levels in this podcast series: countries, sectors and companies. In this second episode, Marije Groen talks to Anna Mulholland and Christopher Hartkopf, both Investment Manager Equities at Pictet Asset Management, about how to look at sectors in emerging markets with an ESG lens. Investment Officer is an editoria...

Hilde Veelaert , Chief Investment Officer bij ACTIAM, praat over de voordelen van het gebruik van reguliere benchmarks ten opzichte van specifieke ESG-benchmarks bij het verantwoord indexbeleggen. Ook beantwoordt ze de vraag of duurzaamheid en passief beleggen wel samengaan… Investment Officer is an editorially independent media platform in the Benelux countries providing industry news and insight...

In deze podcast staan we stil bij de voordelen van factorbeleggen en welke rol ze spelen in de asset allocatie.  Investment Officer is an editorially independent media platform in the Benelux countries providing industry news and insights to investment professionals working for asset owners, asset managers and asset servicing companies. The Netherlands: http://www.investmentofficer.nl Belgium: htt...

Europe has unfolded the ambitious plan to become the first climate-neutral continent by 2050. This roadmap to a 1.5 degree economy presents passive investors with both opportunities and threats. How can they invest in these challenging and uncertain conditions?  Marije Groen talks about climate conscious passive investing with Willem Keogh. He is Head of Passive and ETF Investment Analytics at UBS...

The importance of ESG when investing in emerging market equities is explored in this podcast series at three levels: countries, sectors and companies. In the first episode, Marije Groen talks to senior product specialist Kiran Nandra and head of emerging market equities Avo Ora of Pictet Asset Management. They explain how paying attention to emerging markets' environmental, social and governa...

De komende jaren zal in toenemende mate sprake zijn van samenwerking tussen asset managers, maar ook met andere financiële partijen, op het gebied van distributie, maar ook van research, ontwikkelcapaciteit en beleggingscapabilities. Dat zegt Hester Borrie, chief client officer en bestuurder van  NN IP in de podcast "Masters in Finance".  Investment Officer is an editorially independent...

Sinds het aantreden van Sander Zondag eind 2012 als Chief Investment Officer van OBAM overlegt het bekendste wereldaandelenfonds van Nederland een opvallend lang en positief trackrecord tegenover de MSCI-wereldindex. Marije Groen praat in deze eerste aflevering van een serie OBAM Talks met Zondag over de zoektocht naar bedrijfsmodellen, die ongeacht de richting van de economie beter kunnen blijven...

UBS Asset Management believes that the leaders of structural growth trends in emerging markets have a sustainable and competitive advantage, and are therefore in a position to potentially outperform. The key to long-term investment success in emerging market equities is the ability to identify megatrends and more importantly, future leaders/winners. Marije Groen talks to Jie Song, Equity Specialis...