Prime Talk in Zurich: Innovation from Columbia Threadneedle Investments

Prime Talk & lunch – September 6th, 2023
Zunfthaus zur Waag, Zurich

Innovation from Columbia Threadneedle Investments (Switzerland)
(i) Sustainable Global Equity Enhanced Income
(ii) Net Zero asset management approach

The world is changing and the drive for sustainability is transforming the investment landscape. By identifying and investing in sustainability leaders, we achieve income together with scope for capital growth whilst supporting positive change in the world we live in. A 30-50 stock equity component yielding approx. 3% dividend is supplemented with a derivate overlay designed to enhance yield for distribution by 2-4% per annum.

We believe our approach offers investors access to the potential benefits of an income orientated strategy. This in turn facilitates a differentiated style dynamic relative to many growth biased environmental, social and governance (ESG) orientated strategies by introducing a more value tilted portfolio to the mix. We believe we offer a real alternative – one that can enhance diversification and/or provide an alternative to traditional equity income strategies.

Please join us on on September 6th in Zurich to discuss enhanced income form sustainability leaders with our experts.

PROGRAMME

11:45  Welcome drink

12:05  Introduction
Eva-Maria Hintner, Country Head Switzerland

12:10  Sustainable Global Equity Enhanced Income
Nick Henderson, Lead PM

12:40  Net-Zero Approach by Columbia Threadneedle Investments
Vicki Bakhshi, Director, Climate Strategist, Responsible Investment Team

13:20 Wrap up
Eva-Maria Hintner, Country Head Switzerland

 

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EVENT

Prime Talk & lunch

DATE

6th of September 2023

TIME

From 11:45 to 14:00

VENUE

Zunfthaus zur Waag, Zurich

REGISTRATION

This event is reserved for professional investors.
Registration before September 1st: via the button below, by phone at +41 22 566 17 32, or by email at events@sphere.swiss



Eva Maria Hintner
is Country Head for Switzerland and responsible for fostering and developing business relationships with distribution partners and offering comprehensive investment products and solutions to both to institutional and wholesale clients.

Eva Maria has previously worked at Aviva Investors for 2 years as Head of Wholesale Switzerland and was responsible for key client relationships and development including Swiss banks, family offices and global financial institutions (GFIs). Prior to working at Aviva Investors, Eva Maria spent five years at Amundi Asset Management in Zurich as Senior Client Relationship Manger. Previous employers also include Fisch Asset Management and UBS AG, Global Asset Management, where she spent five years also in a client relationship managerial position.



Nick Henderson
joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2008. He is Lead Portfolio Manager of the CT Sustainable Opportunities Global Equity Strategy and CT Sustainable Global Equity Income, as well as Alternate Portfolio Manager of the CT Responsible Global Equity Strategy.
Prior to joining the firm, Nick graduated with a Bachelor of Science degree in Economics from the University of Bristol and is a CFA Charterholder.
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Vicki Bakhshi
is a Director and Climate Strategist in the Responsible Investment team, working on the implementation of our Net Zero commitment, and heading up climate integration and stewardship work. She also currently co-chairs the IIGCC’s Implementation Working Group for the Net Zero Investment Framework and the Climate Change Working Group of the Investment Association. Vicki joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2006. Prior to joining the group, she worked on the Stern Review on the economics of climate change, and on international climate policy at 10 Downing Street.


This event is reserved for professional investors.
Registration before September 5th: by phone at +41 22 566 17 32, by email at events@sphere.swiss

IMPORTANT – Privacy policy
We take your privacy seriously. The information you provide when registering will be treated confidentially and will remain the property of Sphere and the company commissioned to organise the event.


Investing smarter for the world you want 

At Columbia Threadneedle Investments, we invest to make a difference in your world, and the wider world. Millions of people rely on us to manage their money and invest for their future; together they entrust us with $ 584 billion*. We are globally connected with a team of over 650 investment professionals providing diverse expertise, spanning almost every asset class and market. We are intense about research as we believe that original independent research makes investment decisions smarter. We have a responsible ethos as investment decisions today help define the future we all seek. Every day, we’re looking for opportunities to improve how we invest and what our clients experience; our focus on continuous improvement means that we never stand still. Whatever world you want, our purpose is to help you achieve it.
*Data as at 31 December 2022

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