Investing responsibly for alpha“We are insanely prudent”, says Mikael Spångberg, CEO of Brummer & Partner’s multi strategy fund in describing the firm’s characteristics.
Brummer & Partners, founded in Stockholm in 1996, is a leading European hedge fund manager that brings together portfolio managers pursuing different investment strategies in a single corporate group.
Spångberg was asked to talk about the future of investing and explains the need for investment diversification and highlights how risk adjusted returns and responsible investments are even more key into the new decade.
“In the end, it is about being flexible and able to evolve, to keep control over risk levels and to create value for investors in a responsible way”, Spångberg states.
The future of data utilisationJumptuit provides intelligent searching for data empowerment
Jumptuit Founder, Chairman and CEO Donald Leka addresses how the decentralization and democratization of data will augment the abilities of individuals and their encompassing communities, resulting in smarter citizens, smarter businesses and smarter government services. Jumptuit improves the quality of life of individuals with smart data and insights that can only be derived from a broad and deep spectrum of dynamic cross-market sector data.
Jumptuit’s Acuity Engine generates insights driven by the unique characteristics of individuals, communities, businesses, cities and regions, improving the formation and implementation of public policy. Jumptuit’s smart data solutions are designed to benefit established cities with older infrastructure and developing cities and regions, always taking into account their distinct characteristics. Jumptuit Smart City addresses the challenges created by growing urban populations while propelling economic growth and environmental stability.
Enhancing Transit for the FutureCreating intelligence, safety, and efficiency in public transit
Luminator Tech Group has joined TBD Media Group to take part in the Davos 2020
Luminator Technology Group (Luminator) delivers a fully integrated, cost-effective, and
reliable suite of technology solutions that deliver intelligence, safety, and efficiency to
Combining strategic engineering, product development and smart acquisitions, Luminator is
aiming to connect transit passengers to vital information while supporting the operational
objectives of efficient transit operations. More importantly, they do this sustainably,
building products and solutions that last, and are able to withstand harsh temperatures and
Safety is one very significant social issue and one that is getting more attention in public
transportation. Driver, passenger, and even community safety are a top priority. One of the
ways Luminator is continuing to invest in development is through strategic partnerships
with customers, local police, and other law enforcement organizations to determine how
they can use video and other data points in the transit system to create a more secure
Joining us in Davos, they’ll be discussing how they are developing solutions to enhance the
intelligence, safety and efficiency of transit in response to rising populations and the
urgency of climate action.
Brown Advisory – The Changing Priorities of Investment
Consideration of the future is a central tenet of investing, with a growing investor base that prioritises issues like sustainability and diversity, firms need to ensure that they are evolving to take such priorities into account.
Brown Advisory is an international investment firm that prioritises and advises on the sustainable values of its clients. The firm’s CIO for Sustainable Investing, Erika Pagel is quick to point out that “sustainable investing means different things to different people” and so Brown Advisory has a threefold approach to sustainable investing: performance, alignment and journey. Performance involves the belief that integrating Environmental, Social and Governance (ESG) principles can drive returns, leading Brown Advisory to look for companies with sustainable advantages. Alignment is where the firm works with clients to identify a sustainable purpose or mission, and journey involves implementing a portfolio while monitoring further progress.
The firm has a lot of experience in the area of sustainable investment, as Pagel explains: “Brown Advisory has been working with clients on sustainability really since we were founded and, as a result of client interest, we have increased our expertise around the firm. We have solutions at Brown Advisory for both equities and fixed income. We do a lot of due diligence on managers outside of Brown Advisory across asset classes and we have a robust offering for private equity and alternatives.”
When it comes to investment management the client becomes the focus, and this is no different when sustainability is involved. Through working directly with their clients, Brown Advisory is able to craft a bespoke portfolio based on the client’s priorities. This focus means that, while the firm will track the financial performance of an investment, there will be tracking of a non-financial nature to ensure that the client’s mission and purpose are proving successful.
A further facet of Brown Advisory’s work with sustainability is the acknowledgement that such work affects the wider industry. This is why the firm meets with over 150 managers outside the firm on an annual basis, with other meetings occurring more regularly; this is in order to get a sense of how the wider industry is integrating sustainability.
With increasing demand from their client base for sustainable investment, Brown Advisory are ensuring that they are in a position to offer clear advice while understanding that there is more to be done regarding risk and exposures with sustainability in mind.