Hortense Bioy, Morningstar

Hortense Bioy Hortense Bioy, CFA, is Global Director of Sustainability Research within Manager Research at Morningstar. Based in London, Hortense leads Morningstar’s ESG research efforts globally, with the objective of educating investors and providing the tools they need to evaluate funds through an ESG lens. Prior to assuming this role in February 2021, she was responsible for Morningstar’s sustainability research in EMEA for three years. Before transitioning to a dedicated ESG focus, Hortense was European Director of Passive Strategies Research. She led an award-winning team that provides research on ETFs and index funds. Hortense joined Morningstar as an ETF analyst in 2010 from Bloomberg where she was a financial journalist. She began her career as an M&A analyst at Société Générale in Hong Kong. Hortense holds a master’s degree in finance from Paris Dauphine University and a postgraduate degree in finance from Paris Sorbonne University. She is also a CFA charterholder.

In conversation with Howard Marks

Oaktree is a leading investment management firm managing more than $150 billion in assets. Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm’s adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction. Howard is well known to the investor community for his “memos” to clients. Warren Buffett once said “When I see memos from Howard Marks in my mail, they’re the first thing I open and read. I always learn something.”


Sustainable Investment Funds in Europe – Latest trends and market developments

Leveraging on the Sustainable Investment Fund Study 2021 commissioned by ALFI, Hortense Bioy, Global Head of Sustainability Research, Morningstar and Arnd Hesseler, Executive Manager and Head of Luxembourg office, zeb, will give an overview of the current landscape of sustainable funds across Europe.
How have asset managers positioned themselves in categorising their funds in article 6, 8 or 9? What is the appetite of end-investors and distributors for sustainable funds? Which asset classes and which strategies are most successful? Hear from two leading experts in the field.

  • Hortense Bioy

    Hortense Bioy Global Director of Sustainability Research, Manager Research Morningstar


Distributing ESG and impact investment solutions: do old recipes still work?

What does it take to successfully distribute an ESG or an impact investment product? How do you stand out in an ever growing crowd of such products? And if such investments are favoured by younger investors, can you simply use the same distribution channels?

During an interactive panel discussion, we will propose answers to these questions and many more, taking into consideration the latest trends and innovations observed.


Private Debt Funds: the Who, the Why and the How of Fundraising in Europe

This panel will discuss the current trends in fundraising for private debt funds, from both a GP and LP perspective. Private debt has been growing fast in the last few years, in particular due to the attractiveness of the asset class for insurance companies and other institutional investors.
Our panellists will share their views on the driving forces behind the European private debt funds market, opportunities for growth and the products that will be coming to the market tomorrow.


Retailisation of private assets

Without any doubt, private assets including private equity and venture capital, real estate, infrastructure, private debt have grown to a significant asset class within the fund industry. So far, access to this asset class was granted mainly to the large institutional investors. As an appealing alternative and possibility for diversification, retail investors increasingly become attracted to such alternative funds.
But are they fully aware of the differences and constraints compared to a UCITS? How does the industry adapt to this new dimension? What are the opportunities and the challenges? Will it be the revival of the ELTIF or are there other possibilities? Listen to our experts sharing their experiences and views.


Masterclass facilitated by UBS

Will ELTIFs awake from their state of “sleeping beauty”

Until now the ELTIF regime has not led to the expected success. What is needed to boost such structures and will the amendments under discussion close the existing gaps for an attractive solution allowing a certain “democratisation of private assets”?


Masterclass facilitated by State Street

Enhancing and developing inclusion & diversity in a virtual work environment

Our working environment has changed dramatically over the last 18 months. Undoubtedly, the management style needs to adjust to new challenges we have been facing within the virtual teams. During the panel discussion, we will explore the multiple facets of inclusion and diversity and how the latter in all forms is embraced, acknowledged and developed within a continued virtual working environment. Our speakers will share their experience on how the companies create an inclusive environment where employees feel comfortable, supported and respected in bringing their ‘whole self’ to work. We will also hear insightful suggestions and practical tips on how to identify, nurture, encourage and promote diverse talents.