Investment Diversity and ESG within                             Pension Fund Investing                                    ...
About the European Pensions & Investments Summit 2013  The   Investment        Network        –  marcus evans Summits grou...
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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


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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.

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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. 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 toInterview with: Ronald van Dijk, integrate ESG? Each smart beta strategy providesMD, Head of Equities - Developed opportunities to integrate ESG. Within aMarkets, 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 usingEffectively managing downside risk and portfolio managers who run internal company-specific information aboutupside return in large pension fund strategies should be intrinsically aggressiveness of applied accountingportfolios requires a holistic approach to convinced of the importance of good standards, quality of ESG reporting, andthe opportunity set: traditional beta, ESG policies in companies. A genuine how they deal with beta, and truly uncorrelated alpha interest in ESG is needed, only then canstrategies, 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, needsMarkets, APG Asset Management. processes. ESG aspects simply cannot knowledge on individual companies, andMoreover, for pension fund investors be ignored when analysing a firm’s the ability to form opinions oninvestment diversity calls for an open business strategy, assessing its fair companies.attitude towards the integration of value and in the engagement withEnvironmental, 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 researchAs a speaker at the upcoming marcus on the ESG policies of a companyevans European Pensions & companies is essential to understandInvestments Summit 2013, inMontreux, Switzerland, 22 - 24 April,van Dijk discusses how pension funds Investment the company. How may quantitative andcan provide better returns by selecting adiverse set of investment strategiesand 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 singleHow can a well-formed smart beta or fundamental approaches.strategy be created to reduce risk? Investment diversity dominates aSmart beta strategies deserve a place inpension fund portfolios because theycontribute to earning the long-term approach in single approach in downside risk and upside return terms. It gives pension funds robust portfolios with trueequity premium at attractive risk levels.Smart beta can provide significant riskreduction by the well -known downside diversification. The different natures of quantitative anddiversification effects, and they maybe materially less risky on a stand-alone risk fundamental approaches create low correlated investment strategies, asbasis than traditional equity they both have different performanceinvestments. cycles.
  2. 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. 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 Email: For more information please send an email to All rights reserved. The above content may be republished or reproduced. Kindly inform us by sending an email to press@marcusevanscy.comAbout marcus evans Summitsmarcus evans Summits are high level business forums for the world’s leading decision-makers to meet, learn and discussstrategies and solutions. Held at exclusive locations around the world, these events provide attendees with a unique opportunity toindividually tailor their schedules of keynote presentations, think tanks, seminars and one-to-one business meetings.For more information, please visit: www.marcusevans.comUpcoming EventsAPAC Investments Summit - www.apacinvestmentssummit.comElite Summit - www.elitesummit.comEmerging Markets Investments Summit - www.emisummit.comEmerging Markets Investments Summit (North America) - www.emergingmarketsinvestmentssummit.comJapanese Investments Summit - www.japaneseinvestmentsummit.comPrivate Wealth Management Summit (North America) - www.privatewealthsummit.comTo view the web version of this interview, please click here: