Hi [[ session.user.profile.firstName ]]

Financial Advisers

  • Date
  • Rating
  • Views
  • Challenges of Identifying an Approved Third Party Provider in PSD2 Open Banking
    Challenges of Identifying an Approved Third Party Provider in PSD2 Open Banking Brendan Jones, Paul Bartholomew-Keen, Simon Newstead, Suresh Vaghjiani Recorded: May 15 2018 60 mins
    In this session, a panel of industry experts will discuss key themes including;

    * Whose responsibility is it to ensure data is only given to approved/registered TPPs
    * What/when TPPs need to be checked and how the regulation covers both ‘Fallback Options’ and API solutions
    * Is there a single database for the whole of Europe
    * Regulatory Scheme Databases what is their role: Open Banking, PRETA etc.
    * eIDAS Certificates in Europe what role will they play
    * Will the UK have an equivalent to eIDAS Certificate
    * Revocation of a TPP by a National Competent Authority, who notifies whom

    Panellists;

    * Suresh Vaghjiani, Managing Director, Global Payment Solutions
    * Paul Bartholomew-Keen, Customer Champion: Cards, e-wallets and Prepaid at Open Banking
    * Simon Newstead, Market Development Director, Vocalink, a Mastercard Company

    Moderated by;

    * Brendan Jones, CCO & Co-Founder, Konsentus
  • [PANEL] Finding Opportunity: Multi-Asset North America Investor Outlook
    [PANEL] Finding Opportunity: Multi-Asset North America Investor Outlook Linda Zhang, Stuart Peskin, Igor Tsukerman Recorded: May 10 2018 61 mins
    2018 Has thus far been a year of volatility, so knowing how to maintain a targeted level of absolute returns is challenging.

    In this Webinar, leading experts will discuss which asset classes are attractive, what role alternative investment techniques lay in the management of multi-asset portfolios. Themes to be covered include;

    * How & why multi-asset managers think the Q2 will play out
    * How to identify where volatility will come from
    * Macro movements (elections, trade wars, regulations etc) that will affect the market
    * Market appetite and the impact of ETFs

    Join this webinar to get a North American perspective on Multi-Asset investments and have your questions answered by our panel of industry experts.

    Panellists;
    Linda Zhang, PhD, CEO and Founder, Purview Investments
    Stuart Peskin, Investment Director, Aberdeen Standard Investments

    Moderated by;
    Igor Tsukerman, President & Chief Investment Officer, Passed Pawn Advisors
  • 5 Years of Multi-Asset Income
    5 Years of Multi-Asset Income Paul O’Connor, Dean Cheeseman, and Nick Watson Recorded: May 10 2018 39 mins
    Join Paul O’Connor, Dean Cheeseman, and Nick Watson from Janus Henderson’s Multi-Asset Team in this live webcast, as they celebrate the fifth birthday of the Core Multi-Asset Income range.

    Learn how they negotiated the rise of populist politics and the return of market volatility and whether they think that bull markets in equities and other assets can withstand the many challenges looming in 2018.

    Presenters;
    Paul O’Connor, Head of the UK-based Multi-Asset Team, Janus Henderson
    Dean Cheeseman, Portfolio Manager, Multi-Asset, Janus Henderson
    Nick Watson, Fund Manager, Janus Henderson
  • [PANEL] Finding Opportunity: Multi-Asset EMEA Investor Outlook
    [PANEL] Finding Opportunity: Multi-Asset EMEA Investor Outlook Trevor Greetham, Anthony Gillham, Jean-Francois Hautemulle Recorded: May 10 2018 41 mins
    2018 Has thus far been a year of volatility, so knowing how to maintain a targeted level of absolute returns is challenging.

    In this Webinar, leading experts will discuss which asset classes are attractive, what role alternative investment techniques lay in the management of multi-asset portfolios. Themes to be covered include;

    * How & why multi-asset managers think the Q2 will play out
    * How to identify where volatility will come from
    * Macro movements (elections, Brexit, regulations etc) that will affect the market

    Join this webinar to get the EMEA perspective on Multi-Asset investments and have your questions answered by our panel of industry experts.

    Panellists;
    * Trevor Greetham, Head of Multi-Asset, Royal London Asset Management
    * Anthony Gillham, Portfolio Manager & Head of Investment (Multi-Asset), Old Mutual Global Investors

    Moderated by;
    Jean-Francois Hautemulle, Principal, Terres Neuves Consulting Limited
  • Multi-Asset Investing - Looking for Good Ideas in Today’s Markets
    Multi-Asset Investing - Looking for Good Ideas in Today’s Markets Clive Emery, Multi Asset Product Director, Invesco Perpetual Recorded: May 10 2018 41 mins
    The traditional multi-asset investment approach seeks to provide investors with diversified sources of return by investing across a variety of asset classes. However, there are risks involved with this investment approach. Correlations between asset classes, for example, can change over time, and a traditional multi-asset portfolio may therefore not provide the initial diversification benefits hoped for. That is why the Invesco Perpetual Multi Asset team believes that the only way to achieve true diversification is to break away from the focus on asset class constraints. Instead, the team focuses on great investment ideas, identifies the best way to invest in them and then combines them into a risk-managed portfolio.

    During this webinar, Clive Emery, Multi Asset Product Director at Invesco Perpetual, will cover the following:

    *The challenges of multi-asset investing
    * Where we believe opportunities lie in today’s market environment
    * How an all-weather portfolio can be created by investing in ideas

    Joining this webinar will help you understand the challenges of today’s market environment, and how investing in ideas can help provide diversification benefits to a multi-asset portfolio.
  • [PANEL] Multi-Asset: How Solving Client Problems is Crucial to Raising Assets
    [PANEL] Multi-Asset: How Solving Client Problems is Crucial to Raising Assets Gabriel Altbach, Florian Schneider, Scott Brady, Peter Greenberger & Oscar D. Pulido Recorded: May 9 2018 64 mins
    “Multi-asset” and “Solutions” have been some of the industry’s biggest buzzwords over the last few years, and for good reason: multi-asset vehicles have generated record sales and clients around the world continue to challenge their providers - both asset and wealth managers - to offer solutions to their problems rather than simply push products.

    In this panel discussion, we will dissect what’s driving the recent growth in multi-asset products and what the future holds given the many challenges facing the industry

    This webinar will cover topics such as:
    * What are the key innovations in the multi-asset arena currently and in the future?
    * How can asset and wealth managers partner to ensure clients are receiving the best possible outcomes?
    * What role does passive play in the multi-asset arena? Alternatives?
    * How do wealth managers evaluate asset managers’ multi-asset products, and what are their unmet needs?

    After this webinar, listeners will leave with solid ideas, tactics, and a vision on how to optimize their multi-asset strategy to meet client needs, be on the cutting edge of innovation, and protect and grow their assets and overall business.

    Panellists;
    Florian Schneider, CFA, Head of Product Research & Development at Amundi
    Scott Brady, Head of Product Development and Strategy, Columbia Threadneedle
    Peter Greenberger, CFA, CFP, Director of Mutual Fund and 529 Plan Product Management at Raymond James
    Oscar D. Pulido, CFA, MD & Global Head of Product Strategy for the Multi-Asset Strategies, Blackrock

    Moderated by;
    Gabriel Altbach, Founding Principal, Asset Management Insights and Senior Consultant, MackayWilliams
  • What Makes Multi-Asset Investing Truly ‘Multi-Asset’?
    What Makes Multi-Asset Investing Truly ‘Multi-Asset’? Daniel Lockyer, CIO Fund Management & Senior Fund Manager, Hawksmoor Investment Management Limited Recorded: May 9 2018 31 mins
    Amid the recent market turbulence, how can investment managers focus on the most important job of responsibly managing the wealth entrusted to their care and avoid being swayed by economic forecasts and market volatility?

    This webinar takes a closer look at what investment managers can realistically and confidently take a view on, such as;

    * the extent to which events can change the valuation of assets
    * the relative attractions of the myriad asset classes available to multi-asset investors
    * the likelihood of achieving decent returns from those assets in the context of the market cycle.
  • Multi-Asset Investing – A Focus on Alternative Risk Premia (ARP)
    Multi-Asset Investing – A Focus on Alternative Risk Premia (ARP) Joan Lee, Investment Manager (Multi-Asset), Unigestion Recorded: May 9 2018 39 mins
    The popularity of alternative risk premia (ARP) is growing and strategies that focus on ARP are increasingly being incorporated into portfolios. The attraction of this approach is that ARP can mimic strategies that have historically only been available through hedge fund vehicles, but with more favourable liquidity and cost characteristics, whilst retaining a low correlation to traditional equities and bonds.

    In multi-asset investing the search for non-correlated returns leads to Alternative Risk Premia. Key topics that will be covered in this session include:

    * What benefits do alternative risk premia (ARP) bring to a multi-asset portfolio?
    * How can investors construct a portfolio that is diversified to weather key macroeconomic regimes?
    * How can dynamic allocation in the alternative risk premia universe be used to manage downside risk?

    Joining this webinar will help you to understand how alternative risk premia strategies can help provide diversification benefits to your multi-asset portfolios as well as providing you with the knowledge to better understand how to differentiate between the various risk premia strategies available and to select the ones most appropriate for your needs.
  • [Panel] Multi-Asset Strategies: Diversifying for Uncertainty
    [Panel] Multi-Asset Strategies: Diversifying for Uncertainty Alastair Gunn, Ben Conway, Will Mayne & Lee Robertson Recorded: May 9 2018 61 mins
    How can portfolio managers, CIOs, & other investors generate steady returns in an uncertain environment? With technology moving so fast, political disruptions & data breaches reaching into every corner of our lives, is there a strategy to help investors maintain their positions & deliver returns?

    Join this webinar to hear from leading experts and find out about:

    - Using right tools to generate consistent returns
    - Avoiding the urge to time the market
    - how to weather any market using diversification without sacrifice

    Panellists;
    Alastair Gunn, Fund Manager, Value Equities Jupiter Asset Management
    Ben Conway, Senior Fund Manager, Hawksmoor Fund Managers
    Lee Robertson, Founding Director & CEO, Investment Quorum Limited

    Moderated by;
    Will Mayne, Senior Director - Global Insights, Broadridge Financial Solutions, Inc.
  • Navigating Market Uncertainty: A Multi-Asset Approach
    Navigating Market Uncertainty: A Multi-Asset Approach David Copsey, Portfolio Manager, Goldman Sachs Asset Management Recorded: May 9 2018 34 mins
    With a range of traditional markets standing at or near all-time high valuations, and the market cycle now one of the longest in history, investors are increasingly asking themselves what the future holds and where opportunities for generating returns still exist.

    This session will address ways in which we believe investors can look to navigate market uncertainty by casting the net more broadly, looking deeper within each asset class and reacting faster to market opportunities.

    Presented by David Copsey, Portfolio Manager, Goldman Sachs Asset Management

Embed in website or blog