mallowstreet University: Reaching the areas other EMD strategies don't reach

Sponsored by

Franklin Templeton Investments

Investing in Social Infrastructure: a Dual-Return Opportunity

Social infrastructure is real estate that maintains and strengthens social services, for example: healthcare, education and other civic facilities and social housing. Such projects were once the sole province of European governments, but funding gaps and rising demand have left a multibillion-euro shortfall. There is now an opportunity for institutional investors to participate in the social infrastructure sector and potentially make a dual return: long-term stable, inflation-linked cashflows as well as the impact return of social and environmental benefits to communities.

About Franklin Templeton Investments

Everything we do at Franklin Templeton is focused on delivering better client outcomes. It’s why we’ve built a world-class investment firm that aims to offer the best of both worlds: global strength and boutique specialisation.

We bring together an unmatched collection of independent specialist investment managers to provide our clients deep expertise and specialisation—within and across asset classes, investment styles, and geographies. We boast extensive multi-asset capabilities. And we offer hundreds of strategies across active, smart beta and passive approaches—in a full range of vehicles. All this gives us the ability to provide options best-suited to the unique needs of every client, institutional or individual.

Specialisation and customisation backed by the strength and resources of one of the world’s largest independent asset managers. Reliable, technology-driven, and tailored service. A commitment to doing what’s right for clients at all times. These are among the reasons we’re one of the world’s largest asset managers with clients in more than 160 countries, and over £2.0 trillion in assets under management.*

*As of 31/3/21. Assets under management represent combined assets of Franklin Templeton, Legg Mason, and subsidiary investment management groups. Franklin Templeton acquired Legg Mason on 31/7/20.

mallowstreet University: Reaching the areas other EMD strategies don't reach

Emerging Markets Debt offers relatively high potential returns and diversification, so it's important that a manager has the flexibility to exploit these qualities to the fullest extent. At this dinner Franklin Templeton will explain how a blend of hard and local currency, sovereign and corporate debt can make the most of a risk budget - and how that looks very different to any EMD benchmark.

Speakers

Nicholas Hardingham CFA Portfolio Manager, Franklin Emerging Markets Debt Opportunities Strategy
Nicholas Hardingham is a portfolio manager and analyst within the EMD Opportunities strategy group. Previously Mr. Hardingham worked as quantitative research analyst within the global fixed income group. Prior to joining Franklin Templeton in 2002, Mr. Hardingham worked as a performance analyst at T. Rowe Price International.
Nicholas is a Chartered Financial Analyst (CFA) charterholder and earned a B.Sc. in pure mathematics from Imperial College, London.

Program

6:30 PM Guest arrival

Reception drinks
7:00 PM Seated for dinner
9:00 PM End

mallowstreet University: Reaching the areas other EMD strategies don't reach

Speakers

Program

6:30 PM Guest arrival

7:00 PM Seated for dinner

9:00 PM End