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Financial Advisers

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  • World Wealth Report 2017:  How Wealth Management Firms Can Mine the HNW industry
    World Wealth Report 2017: How Wealth Management Firms Can Mine the HNW industry April Rudin, Bill Sullivan Recorded: Apr 26 2018 60 mins
    The market is up for grabs. The largest wealth transfer to ever occur is underway. Baby Boomers are set to shift $30 trillion in assets to their heirs – mainly Gen Xers and millennials. This event creates risks and opportunities for wealth management firms. How firms meet the needs of a new generation of high-net-worth investors will determine who will succeed…and who won’t.

    Key is having the right products and leveraging digital to reach the dynamic millennial group. Case in point: Based on Capgemini’s 2017 World Wealth Report, more than 80% of investors under the age of 40 trust their wealth managers and firms. But will that continue should markets retreat and as hybrid models become more common?

    Join April Rudin and Bill Sullivan as they discuss:

    How to differentiate your brand and build trust by creating a compelling and informative online presence through timely and relevant content.

    Establishing and leveraging a digital presence to that enables you to engage with clients across the business life cycle – from making your offering accessible online and digitally to connecting with clients in a meaningful and consistent fashion via social, email, and text.

    Developing an effective means of collecting and analyzing client data that enable you to understand client needs and tailor products and services accurately.
  • Fund Selection: From Art to Science
    Fund Selection: From Art to Science Oren Kaplan, Tony Yousefian, Bella Caridade-Ferreira Recorded: Apr 24 2018 58 mins
    SharingAlpha Co-Founder Oren Kaplan sits down with thought leaders of the fund selection industry to discuss:

    - The status quo of the industry that needs to change
    - Do quantitative ratings add value?
    - How to become a fund selector?
    - What is the value of a track record
    - Why we aren't seeing too many female fund selectors?

    And much more!
  • Redefining Profit: Harmonising the Rules of Business with the Laws of Nature
    Redefining Profit: Harmonising the Rules of Business with the Laws of Nature Amy Larkin Recorded: Apr 19 2018 64 mins
    Amy Larkin has focused on the relationship between the economy and the environment for decades, and has found a critical ingredient missing from most financial analysis.

    This presentation will reveal:
    - Overlooked risk factors for solid industry analysis;
    - Government debt issues from climate change;
    - Legal proceedings and regulations that can upend seemingly stable businesses, from poultry to plastics.

    Those pesky environmentalists were giving good business advice all along...Redefining profit to include external costs and environmental consequences will make your business stronger.
  • Investment Consultants: The Final Frontier for Responsible Investment
    Investment Consultants: The Final Frontier for Responsible Investment Will Martindale, Head of Policy, Principles for Responsible Investment (PRI) Recorded: Apr 19 2018 42 mins
    Investment consultants advise on the investment practices of trillions of dollars worldwide. They are a recognised source of authority and knowledge. However, most consultants and their asset owner clients are failing to consider environmental, social and governance (ESG) issues in investment practice – despite a growing evidence base that demonstrates the financial materiality of ESG issues to portfolio value.
    There currently seems little commercial imperative for investment consultants to extend the coverage of ESG integrated services among their clients. Nor do we see pension schemes demanding ESG integrated services from their consultants. In too many cases, consultants and their clients simply don’t talk about ESG issues.
    In this session, we will discuss the barriers and solutions with a view to maximising the global SRI opportunity.
  • [Panel]: Evaluating Profitable Strategies in Sustainable Investing
    [Panel]: Evaluating Profitable Strategies in Sustainable Investing Paul Ellis, Jeffrey Gitterman, Benjamin Yeoh, My-Linh Ngo Recorded: Apr 19 2018 61 mins
    “Doing well by doing good” is catchy, but it was often seen as a nice to have rather than a requirement. Sustainable Investing was a popular thing to say your firm does, but it was often seen as a “side dish” to real investments. This perception is changing, yet there is still work to be done. The challenge remains: How can ESG & Sustainable Investing create profit?

    This panel will features leading experts in ESG & Sustainable Investing that will explain why ESG & Sustainable Investing is profitable, share profitable strategies across asset classes, and explain how to implement at your organisation.

    This session will provide you with an appreciation of the history of ESG & Sustainable Investing, understand the challenges inherent in investing, and ideas on how to create profitable investment strategies.


    Panellists;
    Benjamin Yeoh, Senior Portfolio Manager, RBC
    Jeffrey Gitterman, Co-Founding Partner, Gitterman Wealth Management
    My-Linh Ngo, Head of ESG Investment Risk, BlueBay Asset Management

    Moderated By;
    Paul Ellis, Sustainable Finance Consultant, Paul Ellis Consulting
  • Sustainable Investment & TCFD: Implications for the Future
    Sustainable Investment & TCFD: Implications for the Future Mark Lewis, TCFD Member Recorded: Apr 19 2018 49 mins
    Mark Lewis, Member of the TCFD, will discuss TCFD's mission, goals, strategies, implementation.
  • Beyond Impact: Essential Tools for Investing in the Sustainable Transition
    Beyond Impact: Essential Tools for Investing in the Sustainable Transition Erik Breen, Director of SRI, Triodos Investment Management Recorded: Apr 19 2018 44 mins
    Since the adoption of the UN Sustainable Development Goals, socially responsible and impact investing have taken center stage, but what is the next step towards critical mass?
    How can fund managers go beyond measuring impact, and fully harness the power of finance to accelerate the sustainable transition?
    Erik Breen, Director of Triodos Investment Management’s Socially Responsible Investment platform discusses the practical steps fund managers should take to invest for a sustainable transition.
  • Cracking the ESG Code: Doing the Math from an Investors Perspective
    Cracking the ESG Code: Doing the Math from an Investors Perspective Elias Porse and Hugo Fredriksson Recorded: Apr 19 2018 37 mins
    As ESG performance has grown significantly in importance for companies and asset managers in recent years, it's time to look at the numbers.

    Is ESG screening a worthwhile tool? In a word, yes!

    High ESG focus contributes to risk mitigation and in this session, we will share with you our research which shows that this is also mirrored in strong operational and share price performance. We will also share how predictive attributes (e.g future earnings stability and share price volatility) suggest that ESG research belongs in company valuation.

    This live session (with Q&A) will give you insight into why we believe that companies and investors simply cannot afford not to care.

    Presented by;
    Elias Porse, Head of Strategy and Quant, Nordea Markets
    Hugo Fredriksson, Senior analyst, Nordea Markets
  • ESG Toolkit for Investors: Incorporating Sustainability into Equity Portfolios
    ESG Toolkit for Investors: Incorporating Sustainability into Equity Portfolios Emily Steinbarth, Quantitative Research Analyst, Russell Invesments Recorded: Apr 18 2018 39 mins
    In this webinar, we will introduce metrics to evaluate how an equity portfolio is positioned for some of the biggest sustainability issues facing investors today including the energy transition, ESG opportunities, and financially material ESG issues. We will also describe techniques for incorporating these themes into the portfolio.
  • How ESG Affects Equity Valuation, Risk and Performance
    How ESG Affects Equity Valuation, Risk and Performance Guido Giese, Executive Director, Equity Applied Research, MSCI Recorded: Apr 18 2018 42 mins
    Guido Giese will explore the results of a recent MSCI study that found a statistically significant causal link between ESG and performance. The research, which examined 10 years of live ESG Ratings data of over 1,600 stocks, found that ESG affected the valuation and performance of companies both through their systematic risk profile (lower costs of capital and higher valuations) and their idiosyncratic risk profile (higher profitability and lower exposures to tail risk), and that changes in a company's ESG characteristics (ESG momentum) may be a useful financial indicator in its own right.

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