TrackInsight, in cooperation with JP Morgan Asset Management, along with our partners Koris International & Conser Invest, is organising the second edition of the TrackInsight Investor Summit Stockholm. This private event dedicated to professional investors will take place on the 22nd May at a location to be disclosed.
Attendance is free and exclusively reserved for institutional investors acting for their own account, research, allocation, investment, risk-management, and also selection teams in private banks, asset managers or multi managers, single and multi-family offices. Confirmation of your participation will be left at the organiser’s discretion.
———— DETAILS ————
TIS Stockholm
22nd May 2019
Location to be confirmed
———— PROGRAMME ————
| 9:00 | Registration & Welcome Coffee |
| 9:30 | Making sense of the ETF revolution Jean-René Giraud, C.E.O. – TrackInsight – Behind the popularity of ETFs amongst institutional investors – Challenges ahead in the institutional and private banking spaces – From indexation to active strategies |
| 9:45 | Myths & Realities of Factor Investing– Koris International Anaelle Ubaldino, Head of Operations – Koris International – Not all factor indices are created equal – Factor Index construction : the devil is in the details – To tilt or not to tilt ? The fine art of combining factors |
| 10:10 | Mastering Index and ETF selection – TrackInsight Abdelhakim El Attar, ETF Specialist – TrackInsight – ETF Selection: it all starts with picking the right index – Identifying the best tracker: towards a holistic approach – On the importance of in-depth fund due diligence |
| 10:35 | Break and Networking |
| 11:05 | Embracing the ESG Transformation with ETFs – Conser Invest Angela de Wolff, Founding Partner – Conser Invest – Overview of essential trends in the ESG space – How do ETF cope with ESG investment constraints – Addressing new requirements for ESG transparency in ETF investments |
| 11:30 | Roundtable – ETF Investors & Issuers meet up Roundtable moderated by Jean-René Giraud, C.E.O. – TrackInsight – From risk & goal based to factor & smart beta investing – Addressing the challenges of moving towards ESG investing – Making your way in the ETF zoo |
| 12:30 | Lunch and Networking |
| 13:30 | End |
———— SPONSORS ————
———— PARTNERS ————
