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With the historic low in interest rates and a changing geo-political landscape, institutional asset owners are under immense pressure to search for yield from their fixed income strategies whilst managing unknown risks. In reaction, emergence in new and innovative solutions, including multi-credit funds, factor based fixed income strategies and global fixed income solutions, have brought to market options many institutional investors are yet to explore.

The annual Fixed Income Investment Strategies, Europe 2017 report, will bring together heads of investment, pension managers, trustees, consultants and private wealth managers, to examine the impact of monetary policy changes in 2017, effect of European elections on fixed income markets, new portfolio additions, innovative technology as well as the role of emerging markets in a balanced portfolio.

A special report to precede the inaugural event, The Institutional Fixed Income Summit to be held in June 2018.

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SECTION 1

THE EVOLVING ROLE OF INVESTING IN FIXED INCOME ASSETS

1.1 ROUNDTABLE DEBATE

With investors concerned by the unknown impact of rising rates, how can they position their Fixed Income portfolios for unknown times?

Moderator:

Ben McNamara, Content Producer, Clear Path Analysis

Panellists:

Kate Hollis, Senior Investment Consultant, Willis Towers Watson

Professor Trevor Williams, University of Derby and Economic Consultant

Dinesh Visavadia, Director, Independent Trustee Services

1.2 WHITEPAPER

Different approaches to systematic credit factor investing

Andrea Dacquin, Head of Fixed Income, Quoniam Asset Management

SECTION 2

CHALLENGING THE APPROACH TO FIXED INCOME

2.1 ROUNDTABLE DEBATE

Factor-based Fixed Income strategies: the re-invention of an old concept, or a new way to achieve granular portfolio diversification?

Moderator:

Andrea Dacquin, Head of Fixed Income, Quoniam Asset Management

Panellists:

Andrew McDougall, Head of Fixed Income Portfolio Management, Mercer

David Weeks, Co-Chair, Association of Member Nominated Trustees

2.2 INTERVIEW

Understanding the nature of European emerging markets for a fixed income strategy

Interviewer:

Ben McNamara, Content Producer, Clear Path Analysis

Interviewee:

Eugene Nivorozhkin, Associate Professor in Finance, University College London

2.3 WHITEPAPER

Being ahead of the curve: uncertainty of the run-down of the QE assets and the effects on the balance sheet

Con Keating, Head of Research, Brighton Rock

2.4 INTERVIEW

Understanding what your investment strategy is trying to achieve with Fixed Income

Interviewer:

Ben McNamara, Content Producer, Clear Path Analysis

Interviewee:

Roger Mattingly, Director, PAN Trustees Limited

SECTION 3

LIQUIDITY IN THE FIXED INCOME AREA

3.1 WHITEPAPER

Government responsibilities: QE and the price of offloading fixed income assets

Professor Trevor Williams, University of Derby and Economic Consultant

3.2 INTERVIEW

Matching cash-flow requirements in a volatile market

Interviewer:

Ben McNamara, Content Producer, Clear Path Analysis

Interviewee:

Diego Martinez-Burzaco, Chief Investment Strategist, MB Inversiones

SECTION 4

CHALLENGING THE APPROACH TO FIXED INCOME

4.1 INTERVIEW

Going private: does an out of sight position mean loss of governance quality?

Interviewer:

Ben McNamara, Content Producer, Clear Path Analysis

Interviewee:

Alan Pickering, Chair, Bestrustees

Con Keating

Head of Research, Brighton Rock

Diego Martinez-Burcazo

Chief Economist, Inversor Global SA

Kate Hollis

Senior Investment Consultant, Willis Towers Watson

Trevor Williams

Visiting Professor, University of Derby; Chairman, Institute of Economic Affairs Shadow Monetary Policy Committee

Dinesh Visavadia

Director, Independent Trustee Services

Roger Mattingly

Director, PAN Trustees Limited

Eugene Nivorozhkin

 Lecturer in Economics & Finance University College London

Andrew McDougall

Head of Fixed Income, Mercer 

David  Weeks

Co-Chair, Association of Member Nominated Trustees 

Andrea Dacquin

Head of Fixed Income, Quoniam Asset Management

We see ourselves as quantitative asset management pioneers. We aim to deliver our institutional investors world-class performance using the most modern and transparent methods. We have been specialising in equities, bonds and multi-asset strategies for more than 15 years. Given our skill and experience, we have been entrusted with the management of over EUR 27 billion for global institutional clients. Get in touch.

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