Educatieve bijeenkomst: Vastrentende waarden

Monday 21 March 2016

21 maart aanstaande organiseerdt Financial Investigator een educatieve bijeenkomst voor pensioenfondsbestuurders en medewerkers van bestuursbureaus:
Vastrentende waarden
De spanning tussen de lage rente en een verantwoord rendement!

Op dit moment is de Vastrentende waarden portefeuille de enige echte ‘pensioenpijler’. Maar er is een probleem. Voor pensioenfondsen is het benodigde rendement circa 3,5% per jaar: als het fonds dit rendement gemiddeld over de lange termijn behaalt, kan het alle pensioenen geïndexeerd uitbetalen. Helaas bieden ‘veilige’ obligaties een rendement van 1% of minder. Er bestaat dus een kloof tussen wat beoogd wordt en wat haalbaar is. Daar komt bij dat hoger renderende vastrentende beleggingen meer buffers vereisen. Buffers die veel fondsen in onvoldoende mate hebben. De lage rente vraagt derhalve om een beheerste sturing en de kernvraag hierbij is: ‘Hoe houd ik het rentestuur beter en op een verantwoorde manier vast?’

Op maandagmiddag 21 maart van 13.00 tot 17.15 uur zullen diverse experts op deze vraag ingaan onder leiding van dagvoorzitter Roland van den Brink (TrigNum). Een belangrijk onderdeel van deze middag zijn de ronde-tafel discussies, die de deelnemers in de gelegenheid stellen om onderling ervaringen uit te wisselen.
De middag heeft tot doel om bestuurders en medewerkers van bestuursbureaus:

Verdieping te geven
Praktische handvatten te bieden

Yvonne Bakkum, Managing Director van FMO Investment Management is een van de sprekers.

Deelname aan het seminar staat uitsluitend open voor pensioenfondsbestuurders en medewerkers van bestuursbureaus en is gratis. Meerdere bestuursleden van een fonds zijn welkom. Deelnemers ontvangen na afloop een verslag met een aantal bestuurlijke handvatten. Aanmeldingen kunnen alleen gedaan worden via de officiele website van deze bijeenkomst: http://www.seminarvoorpensioenfondsbestuurders.nl/

Datum: 21 maart 2016, 12:00 - 18:00

Locatie: Achmea Investment Management Handelsweg 2, Zeist

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Archive > 2016 > March

Blogs

The new IRR - 4 ways to define impact

Last year I posted a blog called “The new IRR - Impact, Risk and Return”. With almost 900 viewers, this blog is my best read post to date and triggered many enthusiastic reactions. In essence, I advocated a new IRR: looking at every investment taking into account its Impact, Risk and Return.

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Towards a more inclusive top 100

"Influential people from emerging market countries make up a far smaller share than emerging markets’ 85% share of the world’s population, their 75% of global land mass or their 55% share of global GDP."

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Impact investing as a stable alternative

“Well, emerging markets were down 3% again today.” This is how an institutional investor kicked off a meeting with one of my colleagues recently.

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4 IDEAS on HOW TO CHANGE FOR IMPACT

The UN Sustainable Development Goals (SDGs) have been widely adopted as a useful framework for impact investing. Really?

The UN Sustainable Development Goals (SDGs) have been widely adopted as a useful framework for talking about impact investing. Really!

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Daar waar het verschil echt gemaakt kan worden

Na het succes van de eerste close van het NN FMO Emerging Markets Loans Fund zijn afgelopen week de eerste investeringen gedaan. Maureen Schlejen, hoofd institutionele relaties NN Investment Partners en Yvonne Bakkum, Managing Director van FMO Investment Management gaan in op de achtergronden van deze succesvolle launch.

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Vlogs, Video's & more

Raising the bar @Harvard

On October 26th, 2017 Yvonne Bakkum lectured impact investing classes at Harvard Kennedy school.
Watch her vlog and share her experience.
Visting Harvard
BNR Newsradio Interview

On November 13, 2017 Yvonne Bakkum was a guest in the studio of BNR newsradio - a well known and renowned Dutch radio station for the business comunity.

The interviewed focussed on impact investing and how investors can create more impact by investing via FMO Investment Management.

Listen to the whole interview (in Dutch) here. BNR News Radio - Zakendoen
Research covering 2000 studies on ESG vs CFP

The search for a relation between environmental, social, and governance (ESG) criteria and corporate financial performance (CFP) can be traced back to the beginning of the 1970s. Scholars and investors have published more than 2000 empirical studies and several review studies on this relation since then. This study extracts all provided primary and secondary data of previous academic review studies.
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More interesting things
Of course there is much more interesting information to find on the web.

Here are some of our favorites:
- SDG - the UN website itself
- SDG Atlas by the World Bank

Some real examples

A catalyst to the underserved

Vistaar Financial Services was the idea of two first-generation entrepreneurs who had witnessed first-hand the lack of both financial and non-financial support for smaller enterprises and businesses across the country. It was clear that a “one-size-fits-all” approach when it came to financing wasn’t sustainable or practical in the long run; to truly help the local economy boom, customized products needed to be offered.

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A sustainable supply chain is a resilient one

The agronomic support provided by Agri Commodities and Finance (ACF) includes efficient fertilizer usage, soil assessment, and post-harvest services like storage and transportation, empowering the farmers with the tools and know-how to maximize their output. One key pillar of ACF is farmer livelihood, as they focus on improving the standard of living for farmers in their supply chain.

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Filling the gap

This project is situated in the south-eastern part of Pakistan in the province of Sindh. Its provincial capital, Karachi, is the largest city of Pakistan and among the world’s largest megacities. The solar project financed by FMO makes use of innovative bi-facial solar panels, which increase total energy generation. This is the first time that bi-facial solar panels are utilized in Pakistan.

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Pioneering in aquaculture for a sustainable future

Kılıç Deniz is a leading global supplier of various Mediterranean fish species, exporting seafood to over 60 countries. Headquartered in Bodrum, it is the largest aquaculture company in Türkiye, having started off as a family business in 1993. The company maintains high ambitions, as it believes that healthy and affordable nutrition is a right for everyone on earth while being produced within the boundaries of a liveable earth.

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When being large means you can make a difference

Recently, Access Bank began to broaden its horizon to better service the MSME sector as part of its pan-African growth strategy. For example, the bank expanded its support in the retail segment to support job creation within the local economy, and became a frontrunner in women finance and services.

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Educatieve bijeenkomst: Vastrentende waarden