Investment Diversity and ESG within Pension Fund Investing: Interview with: Ronald van Dijk, MD, Head of Equities - Developed Markets, APG Asset Management - European Pensions & Investments Summit
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An interview with: Ronald van Dijk who is the MD, Head of Equities - Developed Markets at APG Asset Management and a speaker at the marcus evans European Pensions & Investments Summit 2013 talks on the importance of Investment Diversity and Environmental, Social and Governance factors in order to downsize risk.
Join the 2015 Summit along with leading regional pension investors and global asset managers in an intimate environment for a focused discussion of key new drivers shaping institutional investment strategies today.
For more information contact: emailus@marcusevans.com
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Investment Diversity and ESG within Pension Fund Investing: Interview with: Ronald van Dijk, MD, Head of Equities - Developed Markets, APG Asset Management - European Pensions & Investments Summit
1. Investment Diversity and ESG within
Pension Fund Investing
Smart beta and ESG go well together. A specialised ESG team should support
ESG factors can contribute to further the portfolio managers with the complex
reducing the risk profile of the Minimum aspects of ESG. Continuous dialogue
Volatility strategy. ESG can be part of
portfolio management where the between portfolio managers and ESG
managers of the Minimum Volatility specialists on ESG issues is required for
strategy can work closely together with successful integration, to achieve the
the ESG team to identify companies necessary quality of research and
with higher governance risk and use effective company engagement.
ESG research to adjust investments
where necessary. How can smart beta and ESG be
united for better performance?
What must investors consider to
Interview with: Ronald van Dijk, integrate ESG? Each smart beta strategy provides
MD, Head of Equities - Developed opportunities to integrate ESG. Within a
Markets, APG Asset Management ESG integration is not only a process q u a n t i t a t iv e M i n i m u m V o la t i l i t y
feature, the right mindset of the strategy, for example, the intergrowth
portfolio managers is as important. The of ESG can be done by using
Effectively managing downside risk and portfolio managers who run internal company-specific information about
upside return in large pension fund strategies should be intrinsically aggressiveness of applied accounting
portfolios requires a holistic approach to convinced of the importance of good standards, quality of ESG reporting, and
the opportunity set: traditional beta, ESG policies in companies. A genuine how they deal with stakeholders.
smart beta, and truly uncorrelated alpha interest in ESG is needed, only then can
strategies, says Ronald van Dijk, ESG be taken seriously and be Better performance by active investing,
MD, Head of Equities – Developed successfully integrated into investment either smart beta or pure alpha, needs
Markets, APG Asset Management. processes. ESG aspects simply cannot knowledge on individual companies, and
Moreover, for pension fund investors be ignored when analysing a firm’s the ability to form opinions on
investment diversity calls for an open business strategy, assessing its fair companies.
attitude towards the integration of value and in the engagement with
Environmental, Social and Governance companies. This knowledge is very useful in
(ESG): each investment style requires executing an ESG agenda.
its own ESG approach, he continues.
The other way around, quality research
As a speaker at the upcoming marcus on the ESG policies of a company
evans European Pensions & companies is essential to understand
Investments Summit 2013, in
Montreux, Switzerland, 22 - 24 April,
van Dijk discusses how pension funds
Investment the company.
How may quantitative and
can provide better returns by selecting a
diverse set of investment strategies
and adopting strategy-specific ESG
diversity fundamental approaches increase
value to pension fund investments?
approaches.
dominates Single smart beta and alpha strategies
can be executed by either quantitative
a single
How can a well-formed smart beta or fundamental approaches.
strategy be created to reduce risk?
Investment diversity dominates a
Smart beta strategies deserve a place in
pension fund portfolios because they
contribute to earning the long-term
approach in single approach in downside risk and
upside return terms. It gives pension
funds robust portfolios with true
equity premium at attractive risk levels.
Smart beta can provide significant risk
reduction by the well -known
downside diversification.
The different natures of quantitative and
diversification effects, and they may
be materially less risky on a stand-alone risk fundamental approaches create low
correlated investment strategies, as
basis than traditional equity they both have different performance
investments. cycles.
2. About the European Pensions & Investments Summit 2013
The Investment Network –
marcus evans Summits group This unique forum will take place at the Fairmont Le Montreux Palace, Montreux,
delivers peer-to-peer information Switzerland, 22 - 24 April 2013. Offering much more than any conference,
on strategic matters, professional exhibition or trade show, this exclusive meeting will bring together esteemed
trends and breakthrough industry thought leaders and solution providers to a highly focused and interactive
innovations. networking event. The Summit includes visionary presentations and interactive
forums on geopolitical risks in the global economy, finding opportunities for steady
returns in recalibrating markets and rethinking pension products to deliver
sustainable benefits in a new systemic context.
www.epi-summit.com
Please note that the Summit is a
closed business event and the Contact
number of participants strictly
Maria Gregoriou, Journalist, marcus evans, Summits Division
limited.
Tel: + 357 22 849 400
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To view the web version of this interview, please click here: www.epi-summit.com/RonaldVanDijk