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Adaptive Investing as a Source of Alpha. Case Study: NN L Euro High Dividend

NN IP’s Euro High Dividend fund has a history of outperforming the Euro equity benchmark despite the ‘style headwinds’ against Value and Dividend strategies. Robert will explain how three ‘adaptations’ to the investment process have helped deliver alpha: i) incorporating behavioural analytics to understand our biases as investors; ii) using risk analytics to avoid unintended factor bets; and iii) managing ESG-risks that are often correlated with ‘Value’, for example in the Energy or Materials sectors.