Mariolina Esposito, equity senior PM at Eurizon
Corrado Gaudenzi and Mariolina Esposito, head of long-term sustainable strategies and equity senior portfolio manager respectively at Eurizon, will be addressing thematic investments with ESG integration at Thematic Forum Milan 2019 on the 22 of November.
Italian asset manager Eurizon has three thematic portfolio solutions named Planet, Innovation, and People. Their investment approach combines the identification of securities with significant exposure to themes with a fundamental bottom-up analysis as well as sustainability & ESG integration.
According to the company, future is going to be drastically different from the past and future winners will be the ones capable of anticipating to those changes while understanding them. The main changes will be related to climate change, technological breakthroughs, demographics and social dynamic trends.
The event will also feature four more speakers presenting in boardroom sessions and a panel discussion on ESG.
Simon Hedger, managing director and global portfolio manager, Property Securities at Principal Global Investors, will talk about real estate investment trusts (REITs) and the valuation opportunities presented by this market now.
Frédéric Dupraz, co-founder of Thematic Asset Management at Natixis Investment Managers, will address the concept of "safety" as an investment theme, while Anu Narula, head of global equities at Mirabaud AM will outline his team's multi-thematic approach to global equities.
By his part Brian Newman, managing director and business leader for the Artisan Partners Thematic team, will discuss Artisan Partners' thematic approach to thematic idea generation.
The panel, moderated by Manuela Cedarmas, senior portfolio manager & fund selector, as well as head of Emerging Strategies and Markets at Tages Capital, will count with Linda Benedetta Andreoletti, portfolio manager at the Quantitative Team of Pramerica SGR; Luca Anzola, head of fund research and due diligence at Fideuram's multimanager division; and Angelo Meda, head of equities and ESG research at Banor SIM.
The event is supported by the CFA Society Italy as its educational partner.
For further details about the speakers and programme of the upcoming Thematic Forum Milan 2019, click here.
