Expert Analysis. Global Insights. Actionable Ideas.
TORONTO, April 7, 2016 /CNW/ - Excel Funds Management Inc. ("Excel Funds") is excited to announce that, for the first time in Canada, it will be hosting a panel of specialized market experts and chief investment officers to parse investment opportunities in some of the fastest-growing segments of the global market.
The Excel Funds Emerging Markets Symposium will be held on April 18, 2016 and April 19, 2016 in Montreal and Toronto, respectively. Keynote speakers at the symposium will include portfolio managers from: China Asset Management Company Limited, the largest asset manager in China1; Itaú USA Asset Management Inc., the number 1 ranked, privately-owned fund manager in Brazil2; Birla Sun Life Asset Management Company Limited, the number 1 fixed-income manager in India3; and Amundi Asset Management, currently ranked as the top asset manager in Europe.4
Collectively, these firms manage over US$1.4 trillion in assets.
Full agenda and registration details can be found at: https://www.excelfunds.com/em-symposium-2016/.
The Excel Funds Emerging Markets Symposium will highlight investment bright spots as these industry experts provide authoritative commentary and macro outlooks on:
- China's transition to a consumer-driven economy
- Attractive valuations in Latin America and an anticipated commodities recovery
- Sustainable growth and development in India, driven by pro-business reforms
- Lower interest rates in the emerging markets pushing bond prices higher
"Emerging markets are being driven by macro tailwinds such as demographic dividends, low debt-to-GDP levels, and growing foreign reserves," says Bhim D. Asdhir, President and Chief Executive of Excel Funds Management Inc. "On the other hand, developed markets are facing structural headwinds, including aging populations and high debt levels. Comparatively, we think emerging markets present the more compelling investment opportunity between the two sectors."
According to Mr. Asdhir, Excel Funds has a longstanding history of partnering with the best asset managers located in key markets around the world, with the goal of maximizing long-term returns for investors. "We strongly believe that our global perspective, shaped by local, on-the-ground expertise is what sets us apart from our competitors," he says.
For many years China has been the engine of the world economy and within its capital markets, the question is often asked, where can the best opportunities be found and how can global investors benefit from new developments? Richard Pan, Head of QFII Investment with China Asset Management Company Limited, will provide a comprehensive look at the Chinese equity markets, diving deep into specific sectors that are positioned for future growth. "Despite the recent slowdown in global markets, China is determined to push forward its economic restructuring and market reforms," says Mr. Pan. "China is transitioning from an 'old economy' to a 'new economy', and at the same time relaxing market-entering restrictions for foreign investors and internationalizing the renminbi. As China Asset Management Company Limited seeks to expand our footprint into the North American market, we are excited to have this opportunity to share our expertise on investing in mainland China with both retail and institutional investors in Canada."
Latin America has certainly been front and center in emerging markets news as of late, and Scott Piper, Head of Latin American Equities at Itaú USA Asset Management Inc., will be on hand to discuss country-specific investment opportunities within the region. "We believe Latin America offers very attractive medium-term opportunities with strong risk-reward profiles," notes Mr. Piper. "Our strategy has an investment process focused on identifying secular growth themes in the region. Many of these themes are best captured in highly fragmented or immature sectors where organic growth is complimented by consolidation. Identifying those opportunities is where our on-the-ground resources and very experienced team can make a difference."
India is currently the fastest-growing major economy in the world, making it impossible for investors to ignore. At the Excel Funds Emerging Markets Symposium, Mahesh Patil, Co-Chief Investment Officer at Birla Sun Life Asset Management Company Limited will speak to what has been driving this growth in India, and what are the sectors to target to help generate strong returns. "Economic tailwinds and pro-business reforms, make India an attractive investment destination and we are already seeing this with record-high levels of capital inflows."
Attendees can also expect to get an in-depth look at emerging market fixed-income. Sergei Strigo, Head of Emerging Market Debt and Currency, with Amundi Asset Management, will serve as the resident expert in this asset class at the symposium. "In a world where yields across the developed markets are at an all-time low, emerging market debt stands out," says Mr. Strigo. "Income-seeking investors can pivot towards emerging market bonds, with the knowledge that they are generating attractive yields from high-quality, creditworthy, governments and corporations."
Caisse de dépôt et placement du Québec will be moderating the institutional session in Montreal, while Benefits and Pension Monitor and Morningstar Canada will be sending representatives to moderate in Toronto. Bloomberg TV Canada will also be present and will be profiling several of the keynote speakers.
Join us to learn more about investing across the entire emerging markets spectrum and explore the benefits of active portfolio management with Excel Funds. Register today at https://www.excelfunds.com/em-symposium-2016/ and view our promotional video by visiting: https://excelfunds.wistia.com/medias/95wqq5lpwg.
About Excel Funds Management Inc.
Founded in 1998, Excel Funds Management Inc. offers an award-winning suite of emerging market strategies, catering to a broad range of investor profiles and objectives. Leveraging a global network of over 500 portfolio managers and 200 research analysts, our team has firsthand knowledge of the markets in which they invest – providing us with a true competitive advantage over our peers.
Our investment philosophy is grounded in disciplined fundamental research and continuously seeks out new growth opportunities in the emerging markets and beyond. Our on-the-ground sub-advisers and proprietary asset allocation models contribute to the firm being recognized as "The Authority in Emerging Markets".
¹China Asset Management Company Limited, as at March 31, 2016, based on AUM.
²Associação Brasileira das Entidades dos Mercados Financeiro e de Capitais (ANBIMA), October, 2015.
³Birla Sun Life Asset Management Company Limited, as at March 31, 2016, based on AUM.
4Amundi Asset Management, No.1 European asset manager based on AUM. IPE "Top 400 asset managers" published in June 2015 and based on AUM, as at December, 2014.
SOURCE Excel Funds Management Inc.
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