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 Hotel Diplomat (Strandvägen 7C, 114 56 Stockholm, Sweden).
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.
———— 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 | Be active with ETFs – Koris International Anaelle Ubaldino, Head of Operations – Koris International – Volatility constraint: a tale of how to limit our upside with certainty – Don’t give up on active investing yet! – Quantitative solutions – ETF portfolio construction using a dynamic model under drawdown constraint |
| 10:05 | Reinventing the Industry Benchmark for USD Sovereign EM Debt Tobias Nilsson, Head of ETF Distribution Nordic Region – J.P. Morgan Asset Management – Addressing two key challenges of a traditional EM debt-weighted index – Challenge #1: Country-Specific Risk (Managing systematic risk) – Challenge #2: Credit Risk (Managing duration sensitivity) |
| 10:25 | Break and Networking |
| 11:00 | Due Diligence for ETFs – What matters most? Jean-René Giraud, C.E.O. – TrackInsight – On the importance of in-depth fund Due Diligence – How to approach Due Diligence for ETFs – Integrating the Due Diligence in your selection process |
| 11:25 | Embracing the ESG Transformation with ETFs – Conser Invest Heiner Weber, Associate – 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 |
| 11:50 | End |
———— SPONSORS ————
———— PARTNERS ————
———— DETAILS ————
22nd May
09:00 – 12:00
Hotel Diplomat (Strandvägen 7C, 114 56 Stockholm, Sweden)