The Impact of Governance and Social Factors on Portfolio Construction

FromCenter For Investment Excellence

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The Impact of Governance and Social Factors on Portfolio Construction

FromCenter For Investment Excellence

ratings:

Length:

36 minutes

Released:

Jul 10, 2020

Format:

Podcast episode

Description

Leon Eidelman, Emerging Markets and Asia Pacific Equities Portfolio Manager, and Jennifer Wu, Global Head of Sustainable Investing, discuss ESG/Stakeholder prioritization, higher taxation and the rising importance of healthcare on portfolio construction.

Released:

Jul 10, 2020

Format:

Podcast episode

Titles in the series (100)

The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.

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Climate change: Risks and opportunities: Will climate change affect how we look at investments? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
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Liability-aware investing: Is now the time for de-risking? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
23 min listen
Equity market assumptions: Where can investors find sustainable sources of return? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
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The right time for emerging markets equities: What’s driving the EM recovery? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
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Finding the right multi-asset partner for your investing needs: Does your investment partner understand your objectives? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
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CIO perspectives: Regime shift from “lower for longer” toward reflation? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
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Unconstrained debt: Bonds beyond borders: Can investors potentially achieve greater return in unconstrained fixed income portfolios? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
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Venture growth investing: What opportunities are available in today’s venture growth markets? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
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Understanding the benefits of blend strategies (For US Investors only): Why are blended TDF strategies becoming so popular? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
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Year of core: Opportunistic vs. late cycle real estate investing: Which markets have the greatest investment opportunity? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
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Being flexible when markets get volatile: Can you close the return gap? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
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Turning behavioral insights into alpha: How does irrational investor behavior impact investment decisions? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
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Asset allocation views: As 2019 approaches, how should your portfolio be positioned? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
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Factor investing through the cycle: What are the potential investment implications of factor based investing? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
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The evolution of hedge funds: What role should hedge funds fill in your portfolio? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
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Building a diversifying alternatives portfolio: How can the right alternatives portfolio construction help close the return gap? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
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Investing sustainably: ESG in emerging markets: How can you invest sustainably without limiting your investment universe? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
31 min listen
Factor-based investing: Could your portfolio benefit from a factor perspective? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
28 min listen
Tackling the retirement dilemma: Can we tackle the retirement dilemma? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
48 min listen
The benefits of active management: Can active management still beat the benchmark? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
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Factor investing in alternatives: What value does alternative beta bring to institutional portfolios? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
34 min listen
Alternatives outlook: A macro view and late-cycle asset allocation considerations: As late cycle challenges arise, how can investors continue to build discipline in alternative portfolio construction? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
22 min listen
Sustainable investing: Engagement and proxy voting: What does it mean to be an active owner? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
37 min listen
Risks and Opportunities across Private Markets: Have investors been forced to embrace private markets? Find out with David Lebovitz on this week’s episode on the Center for Investment Excellence. by Center For Investment Excellence
17 min listen
Demystifying private credit: Are you being paid for your additional risk? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
40 min listen
Making allocation decisions across emerging markets: Where is the value in emerging markets equities? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
29 min listen

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The Impact of Governance and Social Factors on Portfolio Construction

The Impact of Governance and Social Factors on Portfolio Construction

Description

Titles in the series (100)

More Episodes from Center For Investment Excellence

Related podcast episodes