Investment Officer partner podcast

Podcast café ESG tot impact: Impact maken met schuldpapier

951e74d8-dfcf-4945-9bfa-ebdd315214af — Fri, 20 Oct 2023 05:51:49 +0000

Podcast café ESG tot impact: Impact maken met schuldpapier

951e74d8-dfcf-… vr, 10/20/2023 - 07:51

Dit is de laatste podcast van de serie thought leaders in ESG tot Impact. Met specialisten van Aegon AM, BNP Paribas en BNY Mellon IM bespreken we hoe je impact kan maken voor de belegger en het klimaat met schuldpapier. BNP Paribas AM doet dat via de Nederlandse huizenmarkt, terwijl Aegon AM en BNY Mellon ieder op unieke wijze duurzame obligaties selecteren. Hoe lukt het hen ondanks de uitdagende omgeving stabiele rendementen te genereren? Luister nu!

Podcast café: Beleggen in Private Markets

951e74d8-dfcf-4945-9bfa-ebdd315214af — Fri, 20 Oct 2023 05:43:16 +0000

Podcast café: Beleggen in Private Markets

951e74d8-dfcf-… vr, 10/20/2023 - 07:43

Een asset class die het jaar na jaar beter doet dan alle andere. Een waarin beleggers minder last lijken te hebben van efficiënte marken en hun voordeel kunnen doen met informatie. En een die direct belegt in wat door economen soms wordt omschreven als het kloppende hart van de economie.

In deze aflevering spreekt Esther van Rijswijk met Tim Crijns van Triodos Investment Management (Triodos IM), Freek Sporenbeek namens BlackRock en Otto Bazuin van OHV/ Voor de Groei over beleggen in niet-beursgenoteerde effecten of private markets.

BNP Paribas AM: The climate transition needs a different approach

951e74d8-dfcf-4945-9bfa-ebdd315214af — Thu, 31 Aug 2023 18:59:16 +0000

BNP Paribas AM: The climate transition needs a different approach

951e74d8-dfcf-… do, 08/31/2023 - 20:59

Global warming is arguable the most existential threat, but the consequences of a fast top-down western led energy transition fails. Temperatures keep rising and opposition in large parts of the world fails. Sindhu Janakiram, portfolio manager at BNP AM explains why we should look at social questions first to accelerate a climate transition.

Aegon AM: Impact via de Nederlandse huizenmarkt

951e74d8-dfcf-4945-9bfa-ebdd315214af — Fri, 25 Aug 2023 18:29:44 +0000

Aegon AM: Impact via de Nederlandse huizenmarkt

951e74d8-dfcf-… vr, 08/25/2023 - 20:29

Het is niet het eerste waar u aan denkt bij impact of duurzaam beleggen, maar het beperken van de klimaatvoetprint gaat misschien wel het beste via de Nederlandse hypotheekmarkt. Dat stelt Stijn Stortelder (portfoliomanager mortgages Aegon AM) in gesprek met Marije Groen in deze podcast in de serie van ESG tot impact. Maar is impact de enige reden om in Nederlands vastgoed te beleggen? Luister de podcast!

Uitsluitend bedoeld voor professionele partijen. De inhoud van dit document mag niet worden verspreid onder of worden gebruikt door particuliere klanten.

Het voornaamste risico van dit product is het verlies van kapitaal. De beleggingen die aan deze specifieke strategie ten grondslag liggen, zijn illiquide en beleggers dienen zich terdege rekenschap te geven van de gevolgen van het beleggen in illiquide activa. Andere risico's zullen aanwezig zijn. De materialiteit van deze risico's zal in aanmerking worden genomen in het mandaat dat door een overeenkomst inzake beleggingsbeheer zal worden geregeld.

Alle beleggingen houden risico's in en kunnen hun waarde verliezen. Verantwoord beleggen is kwalitatief en subjectief van aarden er is geen garantie dat de criteria of het oordeel van een bedrijf van Aegon Investment Management B.V. de overtuigingen of waarden van een bepaalde belegger weerspiegelen. Normen voor verantwoord beleggen verschillen per regio. Er is geen garantie dat de toegepaste strategie en technieken voor verantwoord beleggen succesvol zullen zijn.

In het verleden behaalde resultaten bieden geen garantie voor de toekomst. Resultaten, met inbegrip van de betaling van inkomsten, zijn niet gegarandeerd.

Meningen en andersoortige subjectieve uitingen vertegenwoordigen onze kennis van de huidige en historische markten en worden gebruikt om de vermogensbeheermogelijkheden van Aegon Investment Management B.V. te promoten: het is geen beleggingsaanbeveling, onderzoek of advies. De gebruikte bronnen worden door Aegon Investment Management B.V. op het moment van schrijven betrouwbaar geacht. Merk op dat deze promotie niet is opgesteld in overeenstemming met wettelijke vereisten ter bevordering van de onafhankelijkheid van beleggingsonderzoeken niet onderworpen is aan een handelsverbod door Aegon Investment Management B.V. of haar medewerkers voorafgaand aan de publicatie.

"Gegevens die afkomstig zijn van een derde partij (""Gegevens van derden"") zijn eigendom van die derde partij en/of andere leveranciers (de ""Data-eigenaar"") en worden door Aegon Investment Management B.V. onder licentie gebruikt. Gegevens van derden: (i) mogen niet worden gekopieerd of verspreid; en (ii) zijn niet gegarandeerd nauwkeurig, volledig of tijdig. Noch de Data-eigenaar, Aegon Investment Management B.V. of enige andere persoon verbonden aan, of van wie Aegon Investment Management B.V. de Gegevens van derden gebruikt, is aansprakelijk voor enig verlies of aansprakelijkheid voortvloeiend uit het gebruik van de Gegevens van derden.

Alle gegevens zijn afkomstig van Aegon Asset Management (een handelsnaam van Aegon Investment Management B.V.), tenzij het anders vermeld staat. Het document is accuraat op het moment van schrijven, maar kan achteraf zonder kennisgeving worden gewijzigd."

Aegon Investment Management B.V. (KVK-nummer 27075825) staat bij de Autoriteit Financiële Markten geregistreerd als een vergunninghoudende fondsbeheerder. Op basis van haar fondsbeheervergunning is Aegon Investment Management B.V. ook bevoegd tot het verlenen van discretionair vermogensbeheer, beleggingsadvies en het ontvangen en doorgeven van orders.

Het fonds waarop deze marketing betrekking heeft, is een in Nederland gevestigd alternatief beleggingsfonds. Het fonds mag alleen aan professionele beleggers worden aangeboden. Aegon Investment Management B.V. (KVK-nummer 27075825) is de beheerder van het alternatief beleggingsfonds.

"Houd er rekening mee dat niet alle compartimenten en aandelenklassen in elke jurisdictie beschikbaar zijn. Deze inhoud is marketing en vormt geen aanbod of verzoek om het/de vermelde fonds(en) te kopen. Er is geen promotie of aanbod bedoeld anders dan daar waar het (de) fonds(en) voor distributie is (zijn) toegestaan.

Ga naar https://www.aegonam.com/en/contact/ voor een Engelstalige samenvatting van beleggersrechten en meer informatie over toegang tot collectieve verhaalmechanismen."

BNY Mellon Investment Management: How to invest for impact in emerging market debt….without the greenwashing

951e74d8-dfcf-4945-9bfa-ebdd315214af — Fri, 25 Aug 2023 07:05:46 +0000

BNY Mellon Investment Management: How to invest for impact in emerging market debt….without the greenwashing

Fund objective: To achieve positive environmental and/or social impacts while generating a total return comprised of income and capital growth by investing in emerging market debt and debt-related securities and related FDI.

Fund benchmark: The Fund will measure its performance against the J.P. Morgan EM Credit Green, Social and Sustainability Bond Diversified Index (USD Hedged) (the "Benchmark") for comparison purposes. However, the Investment Manager does not seek to align the Fund's performance with that of the Benchmark and the performance of the Fund and the Benchmark may differ significantly. The Fund is actively managed, which means the Investment Manager has discretion to invest outside the Benchmark subject to the investment objective and policy. The Fund has an unconstrained investment style, and as such it will not take the Benchmark into account when selecting the Fund's investments.

Key risks

The value of investments can fall. Investors may not get back the amount invested.

Objective/Performance Risk: There is no guarantee that the Fund will achieve its objectives.

Emerging Markets Risk: Emerging Markets have additional risks due to less-developed market practices.

Environmental, Social and Governance (ESG) Investment Approach Risk: The Fund follows an ESG investment approach. This means factors other than financial performance are considered as part of the investment process. This carries the risk that the Fund or Strategy’s performance may be negatively impacted due to restrictions placed on its exposure to certain sectors or types of investments. The approach taken may not reflect the opinions of any particular investor. In addition, in following an ESG investment approach, the Fund/Strategy is dependent upon information and data from third parties (which may include providers for research reports, screenings, ratings and/or analysis such as index providers and consultants). Such information or data may be incomplete, inaccurate or inconsistent.

A complete description of risk factors is set out in the Prospectus in the section entitled "Risk Factors".

Please refer to the prospectus, and the KID before making any investment decisions. Documents are available in English and an official language of the jurisdictions in which the Fund is registered for public sale. Go to bnymellonim.com.

-----------------------------------------------------------------------------------------
Important information

For Professional Clients only.
The Fund is a sub-fund of BNY Mellon Global Funds, plc (BNYMGF), an open-ended investment company with variable capital (ICVC), with segregated liability between sub-funds. Incorporated with limited liability under the laws of Ireland and authorised by the Central Bank of Ireland as a UCITS Fund. The Management Company is BNY Mellon Fund Management (Luxembourg) S.A. (BNY MFML), regulated by the Commission de Surveillance du Secteur Financier (CSSF). Registered address: 2-4 Rue Eugène Ruppert L-2453 Luxembourg.

Information on investor rights including the complaints handling policy and investor redress mechanisms is available at www.bnymellonim.com.

The Manager may terminate the arrangements made for the marketing of one or more sub-funds of BNYMGF in one or more EU Member States and shareholders will receive prior notification in this event.

Any views and opinions are those of the investment manager, unless otherwise noted and is not investment advice.

BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and its subsidiaries.

In Belgium, the KID, Prospectus, articles of association and latest annual report are freely available upon request to from the paying agent : JP Morgan Chase Bank, 1 Boulevard du Roi Albert II, B-1210 Bruxelles, Belgium. The Prospectus, KIDs, articles of association, annual and half-yearly financial reports are available in French. The KIDs are available in French.
This podcast is recorded and published by Investment Officer.
Doc ID; 1520120; Expiry date: 13 November 2023.

BNY Mellon Investment Management: Why emerging market debt could present the next big impact investing opportunity

951e74d8-dfcf-4945-9bfa-ebdd315214af — Fri, 25 Aug 2023 06:51:40 +0000

BNY Mellon Investment Management: Why emerging market debt could present the next big impact investing opportunity

951e74d8-dfcf-… vr, 08/25/2023 - 08:51

Alleen voor professionele klanten. Dit is marketing communicatie.

In het verleden behaalde resultaten bieden geen garantie voor de toekomst.

Misschien heb je het verband tussen duurzaam beleggen en opkomende obligatiemarkten nog niet gelegd, maar dit zou wel eens een enorme onbenutte kans kunnen zijn voor beleggers die geld willen verdienen en tegelijkertijd iets goeds willen doen in de wereld. Hannah Smith interviewt Simon Cooke waarom dit eigenlijk heel logisch is.

Key risks

The value of investments can fall. Investors may not get back the amount invested. Income from investments may vary and is not guaranteed.

Due to the Fund’s recent launch, past performance data will not be available until the Fund has been running for a complete 12-month period.

Objective/Performance Risk: There is no guarantee that the Fund/Strategy will achieve its objectives.

Emerging Markets Risk: Emerging Markets have additional risks due to less-developed market practices.

Environmental, Social and Governance (ESG) Investment Approach Risk: The Fund/Strategy follows an ESG investment approach. This means factors other than financial performance are considered as part of the investment process. This carries the risk that the Fund or Strategy’s performance may be negatively impacted due to restrictions placed on its exposure to certain sectors or types of investments. The approach taken may not reflect the opinions of any particular investor. In addition, in following an ESG investment approach, the Fund/Strategy is dependent upon information and data from third parties (which may include providers for research reports, screenings, ratings and/or analysis such as index providers and consultants). Such information or data may be incomplete, inaccurate or inconsistent.

A complete description of risk factors is set out in the Prospectus in the section entitled "Risk Factors".

Please refer to the prospectus, and the KID before making any investment decisions. Documents are available in English and an official language of the jurisdictions in which the Fund is registered for public sale. Go to bnymellonim.com.

-----------------------------------------------------------------------------------------
Important information

For Professional Clients only.

The Fund is a sub-fund of BNY Mellon Global Funds, plc (BNYMGF), an open-ended investment company with variable capital (ICVC), with segregated liability between sub-funds. Incorporated with limited liability under the laws of Ireland and authorised by the Central Bank of Ireland as a UCITS Fund. The Management Company is BNY Mellon Fund Management (Luxembourg) S.A. (BNY MFML), regulated by the Commission de Surveillance du Secteur Financier (CSSF). Registered address: 2-4 Rue Eugène Ruppert L-2453 Luxembourg.

Information on investor rights including the complaints handling policy and investor redress mechanisms is available at www.bnymellonim.com.

The Manager may terminate the arrangements made for the marketing of one or more sub-funds of BNYMGF in one or more EU Member States and shareholders will receive prior notification in this event.

Any views and opinions are those of the investment manager, unless otherwise noted and is not investment advice.

BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and its subsidiaries.

In Belgium, the KID, Prospectus, articles of association and latest annual report are freely available upon request to from the paying agent : JP Morgan Chase Bank, 1 Boulevard du Roi Albert II, B-1210 Bruxelles, Belgium. The Prospectus, KIDs, articles of association, annual and half-yearly financial reports are available in French. The KIDs are available in French.

This podcast is recorded and published by Investment Officer.

Doc ID; 1516901; Expiry date: 26 November 2023.

LFDE: investing in pure play AI

951e74d8-dfcf-4945-9bfa-ebdd315214af — Tue, 01 Aug 2023 08:13:34 +0000

LFDE: investing in pure play AI

951e74d8-dfcf-… di, 08/01/2023 - 10:13

The emergence of Artificial Intelligence (IA) is for real now. Jurgen Vluijmans interviewed Rolando Grandi, Fund Manager at LFDE, about the dedicated AI fund he has been running for five years. What are the investment risks and opportunities? Listen now!

DPAM: the ESG-challenges of investing in AI

951e74d8-dfcf-4945-9bfa-ebdd315214af — Tue, 01 Aug 2023 08:11:53 +0000

DPAM: the ESG-challenges of investing in AI

951e74d8-dfcf-… di, 08/01/2023 - 10:11

Artificial Intelligence (AI) is an exciting investment theme and opportunity, but does come with a number of challenges and risks, notably in terms of ecology, social and governance. Florent Griffon, Sustainability Analyst at DPAM, tackles these issues from a helicopter view in a podcast interview with Jurgen Vluijmans. Listen now!

Invesco: Investing in the AI-evolution

951e74d8-dfcf-4945-9bfa-ebdd315214af — Wed, 12 Jul 2023 11:14:28 +0000

Invesco: Investing in the AI-evolution

951e74d8-dfcf-… wo, 07/12/2023 - 13:14

In november 2022, days prior to the introduction of Chat GPT, Marije Groen interviewed Tony Roberts and James McDermottroe, portfolio managers at Invesco, about investing in AI through the Metaverse. What seemed then as a rather futuristic investment approach, turned out to be one of Invesco's most successful strategies in 2022.

An update with James and Tony about generative AI and its implications for society and investors. Listen now!

Triodos IM: Risico’s ontrafeld: beleggen in hernieuwbare energie in opkomende markten

951e74d8-dfcf-4945-9bfa-ebdd315214af — Wed, 21 Jun 2023 11:36:25 +0000

Triodos IM: Risico’s ontrafeld: beleggen in hernieuwbare energie in opkomende markten

951e74d8-dfcf-… wo, 06/21/2023 - 13:36

Risk rewired: Investing in renewable energy in emerging markets

Mentioning that investing in energy has enormous potential has become almost a cliché. On the one hand there is the need to reduce the use of fossil energy sources, on the other hand there is the fact that demand for energy is only increasing. So focusing on investing in renewable energy is perfectly logical.

Does this also apply to emerging markets? Not a shadow of a doubt, if it's up to impact investor Triodos Investment Management. Today, we are taking up this issue with Investment Strategist Maritza Cabezas Ludena and Fund Manager Greig Blackie. Maritza and Greig: welcome!