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Finance

  • The Analytics and AI Approach to the Customer Experience
    The Analytics and AI Approach to the Customer Experience
    Melanie Turek VP of Research and Fellow, Connected Work, Frost & Sullivan Recorded: Feb 27 2020 47 mins
    With the rise of mobile and social technologies, customers are more knowledgeable and empowered than ever before. Their ability to access and share information gives them enormous control—and they know it.

    As a result, they expect data-driven, personalized interactions at every stage of the customer experience. Frost & Sullivan research shows that one of the clearest trends in customer engagement is the shift from traditional to digital interactions. Buyers like self-service, automated channels because they want easy access to information, on their time line, from anywhere. At the same time, agents want to discard the routine tasks that lower job satisfaction and lead to boredom and churn.

    AI and ML help companies leverage real-time and historical information to deliver a contextual, relevant and highly personal customer experience while improving agent morale. This webinar will show you how.
  • SECURE Act: Increasing access to retirement savings plans
    SECURE Act: Increasing access to retirement savings plans
    Jessica Sclafani, Defined Contribution Retirement Strategist and Doug Orton, Business Development Consultant Recorded: Feb 27 2020 10 mins
    MFS' retirement expert Jessica Sclafani explores how the SECURE Act makes it easier for small businesses to offer retirement savings plans.
  • [Podcast] Musings with Marc & Mary: Post Legalweek 2020 Wrap-Up
    [Podcast] Musings with Marc & Mary: Post Legalweek 2020 Wrap-Up
    Marc Zamsky, COO, Compliance Discovery Solutions and Mary Mack, CEO, Chief Legal Technologist, EDRM Recorded: Feb 27 2020 20 mins
    Marc and Mary muse over top Legalweek Takeaways, Highlights, what the buzz was, cool tech and more! Come and join in the discussion!
  • Transforming Compliance with Artificial Intelligence
    Transforming Compliance with Artificial Intelligence
    Elliot Burgess, Head of Product, CUBE Recorded: Feb 27 2020 49 mins
    Join our live webinar to learn which elements of AI are driving value for risk and compliance? (i.e. ML, NLP, RPA). Also learn about AI in practice - how regulated financial institutions are utilizing AI today, why
    why AI is the only answer to addressing big data compliance challenges, at scale. We will also go over what happened when RegTech met SupTech – how are regulators are applying AI to ease and accelerate compliance processes.
  • Technology Asset Discovery tools aren’t working. Find out why & fix it.
    Technology Asset Discovery tools aren’t working. Find out why & fix it.
    Mark Gaydos, CMO, at Nlyte Recorded: Feb 27 2020 21 mins
    - More than 10% of assets on network go undetected
    - Only 10% of data center managers believe that all assets are detectable and monitored
    - 87% of organizations believe 10% of assets or more are not in their CMDB

    Learn about the agentless technology software that scans your network to inventory your hardware, software and networking assets from desktop to data center to cloud. It supports all major protocols, integrates with your CMDB and creates a single source of knowledge of 100’s of data points.
  • The Future of Consumption: Emerging Markets and the Digital Revolution
    The Future of Consumption: Emerging Markets and the Digital Revolution
    HANetf and Kevin Carter, Founder & Chief Investment Officier, EMQQ Recorded: Feb 27 2020 45 mins
    With the internet becoming increasingly affordable and accessible, billions of people in the developing world are now leapfrogging traditional consumption patterns and starting to consume online for the first time via smartphones. In this webinar we will discuss the following:

    •The rising middle-class consumer and their preference for online shopping via smartphones
    •The consumer growth story and how this is paving the way for new internet giants equal to, or even larger than their U.S. counterparts
    •How these internet giants including Alibaba, Tencent and MercadoLibre are leading the digital revolution in emerging markets
    •Accessing the future of consumption through targeted exposure to the rapidly expanding EM ecommerce sector: Emerging Markets Internet & Ecommerce UCITS ETF (EMQQ)
  • The Rise of Passive Fixed Income: Broad Exposures vs Precision Tools
    The Rise of Passive Fixed Income: Broad Exposures vs Precision Tools
    Allan Lane, PhD, Algo-Chain | Michael John (“MJ”) Lytle, Tabula IM | Jason Smith, CIO Tabula IM Recorded: Feb 27 2020 61 mins
    This week, You'll learn about

    -Why there is still scope for innovation in passive products
    -Using passive fixed income ETFs to make precise asset allocations
    -How to use ETFs to access alternative sources of return

    Panel:

    Allan Lane, PhD | Founding Partner, Algo-Chain
    Michael John (“MJ”) Lytle, │ Chief Executive Officer, Tabula Investment Management
    Jason Smith│ Chief Investment Officer, Tabula Investment Management
  • How to close the gap between strategy formulation and execution
    How to close the gap between strategy formulation and execution
    Leo Jolly, Practice Leader, and Drew Marshall, Regional Managing Director Kepner-Tregoe Recorded: Feb 27 2020 58 mins
    Leaders need to control their destiny and invest wisely for the future. If “why have a strategy?” had to be answered in one word, that word would be “focus”. In addition to guiding daily decision making and channeling the allocation of resources, a strategy establishes an organization’s identity and serves as the backbone of its culture. In this webinar, Leo and Drew will provide ideas and recommendations to close the ever-present gap between strategy formulation and execution.

    In the webinar you will:
    . Review why many strategies are never executed and identify several implementation gaps that regularly occur in organizations.

    . Learn processes and tools that you can use to formulate and effectively implement your business strategy across the whole organization or within a business unit or division.

    . Understand why it is important to identify who is going to do what, when, and
    how

    . Learn how to develop leading indicators to know when we are on track

    . Develop a process to best prioritize projects for resource allocation, and
    define how we will hold people accountable

    Regardless of your current position in your organization, this webinar will provide thoughts and ideas that you can implement to assist in the successful execution of your organization or divisional business strategy.

    Learn more about the presenters:
    Copy and paste the links below to view their LinkedIn profiles.

    Leo Jolly
    https://www.linkedin.com/in/leo-jolly-8183699/

    Drew Marshall
    https://www.linkedin.com/in/drewcm/
  • Introducing The Royal Mint Physical Gold Exchange Traded Commodity (RMAU)
    Introducing The Royal Mint Physical Gold Exchange Traded Commodity (RMAU)
    HANetf and Jatin Patel, Head of Wealth Management, The Royal Mint Recorded: Feb 27 2020 29 mins
    For a millennium, The Royal Mint name has been synonymous with precious metals and bullion. It has been the official provider of coins for the UK, and has become the world’s largest export mint. With a long history, heritage, expertise and capability in coins, The Royal Mint, through working in partnership with HANetf, is set to become the first Sovereign Mint in Europe to launch a physically-backed gold exchange traded commodity (ETC) – leveraging its unique 1,100-year reputation for trust and security to provide a compelling, new opportunity for investors. The gold ETC will become The Royal Mint’s first listed financial product and will launch via HANetf’s unique white-label platform.

    In this webinar, we will cover the reasons The Royal Mint is moving into this market and how this milestone moment is reinventing what it means to be a Mint in the modern age. We will also introduce The Royal Mint Physical Gold Securities ETC (RMAU), and hone in on its unique characteristic of storing all physical gold in The Royal Mint’s vault – one of the UK’s most secure sites.
  • Top 5 Myths about Client Lifecycle Management for Wealth Managers
    Top 5 Myths about Client Lifecycle Management for Wealth Managers
    Dominic Snell, Director of Consulting, Wealth Dynamix Recorded: Feb 27 2020 44 mins
    Myths are very common. But they present a subtle trap as they are usually based on plausible half-truths, and they do not immediately lead you astray if you start to act on them. It’s only with the passage of time that you realise that you’ve made a mistake, but by then your wrong choices can’t be unmade and the damage is done.

    The wealth management industry is no exception to myths, but the consequences of taking action or not thinking carefully can be long lasting.

    Fear not. Dominic Snell, Director of Consulting (and international CRM/CLM expert!) at Wealth Dynamix is here to dispel the top 5 Client Lifecycle Management (CLM) myths and offer advice on how to oppose questions like

    •Isn’t CLM just client onboarding, KYC and AML?
    •Can CLM technology be a differentiator?
    •Is CLM a new way of saying CRM?
    •Does data drive the quality of a client relationship?
    •Is integration something that only IT does?

    If you are a Chief Operations Officer, Head of Client Service, Head of Relationship Management, or a Head of CRM/Onboarding/KYC, register now to discover what CLM is really about, and how to avoid the common pitfalls in this space.
  • Update on the Coronavirus and China’s Economy
    Update on the Coronavirus and China’s Economy
    Brendan Ahern Recorded: Feb 27 2020 75 mins
    Amidst headlines that much of China is still at home to prevent the spread of COVID-19, and travel in and out of the country is at a standstill, China's onshore market performance has been surprisingly resilient. Additionally, sectors such as healthcare, E-Commerce, and online education are experiencing significant demand.

    In this webinar, Brendan Ahern will discuss the economic impact of COVID-19 on China, including:

    - The short-term economic impact of COVID-19 and the PBOC's policy response
    - What the economic data of the SARS epidemic may be able to tell us about how COVID-19 will impact China's economy
    - The impact by sector of COVID-19
  • Irish residential mortgage-backed securities market - DBRS Morningstar Webinars
    Irish residential mortgage-backed securities market - DBRS Morningstar Webinars
    Gordon Kerr, Senior Vice President, Head of European Structured Finance Research, DBRS Morningstar Recorded: Feb 27 2020 24 mins
    DBRS Morningstar invites you to attend a webinar exploring the Irish residential mortgage-backed securities (RMBS) market on 27 February 2020 at 2.30 p.m. GMT/3.30 p.m. CET/9.30 a.m. EST. The webinar will be hosted by Gordon Kerr, Head of European Structured Finance Research, in London.

    The discussion will focus on recent trends in the Irish mortgage market and their impact on Irish RMBS.

    The discussion will last approximately 20 to 25 minutes and will be followed by an interactive question-and-answer session. DBRS Morningstar welcomes all who wish to participate.
  • FICO Webinar: How to Avoid Digital Disruption in the Digital Age
    FICO Webinar: How to Avoid Digital Disruption in the Digital Age
    Darcy Sullivan, VP, EMEA Marketing FICO; Mark Collingwood, VP & Managing Director Growth Industries and DMS at FICO® Recorded: Feb 27 2020 48 mins
    Banks are universally worried about digital disruption and how it will impact their customer relationships. In response, many are working hard to design strategies that will keep them ahead of the digital curve by delivering products and services that are more personalized, convenient and consistent across channels.

    Please join us for this webinar where we will discuss the results of a recent American Banker survey that asked more than 200 professionals from banks and FinTechs about digital disruption and the evolving needs of their customers. Topics will include:

    *How banks and FinTechs perceive the digital disruption threat
    *Digital strategies for improving customer centricity
    *The relationship between digital disruption and customer expectations
    *How to assess and compare your company’s preparedness for digital disruption to peers
  • Monitoring the global impact of COVID-19
    Monitoring the global impact of COVID-19
    Karen Ward, Chief Market Strategist for EMEA and Tai Hui, Chief Market Strategist for Asia Pacific Recorded: Feb 27 2020 52 mins
    The spread of the coronavirus and its impact on global economic activity are increasingly troubling investors. Trying to predict the final outcome is a fool’s errand. Instead, we consider the channels by which the virus will affect economic activity and markets.

    Join Karen Ward, Chief Market Strategist for EMEA and Tai Hui, Chief Market Strategist for Asia Pacific for a special call tomorrow at 2pm GMT / 3pm CET on this important topic.
  • How impact alternatives add value to well-diversified portfolios
    How impact alternatives add value to well-diversified portfolios
    Wouter van Maanen (Investor Relations Manager), Dirk Drukker (Investor Relations Manager) Recorded: Feb 27 2020 24 mins
    Alternative investments can play an important role in setting return expectations, diversification, and the overall risk profile of a portfolio. During the webinar we will take a closer look into how adding alternative investment funds benefits the risk-return characteristics of a broad investment portfolio.
  • Rathbone Ethical Bond Fund Update
    Rathbone Ethical Bond Fund Update
    Bryn Jones, Lead Fund Manager, Rathbone Ethical Bond Recorded: Feb 27 2020 5 mins
    Rathbone Ethical Bond Lead Fund Manager, Bryn Jones reveals why 2019 was a great year for performance, and the key themes he’s keeping an eye on in 2020. Watch now
  • Bad Economics & the Misforecasting of Bond Yields
    Bad Economics & the Misforecasting of Bond Yields
    Jenna Barnard & John Pattullo Recorded: Feb 27 2020 18 mins
    The finance industry has a blind spot when it comes to forecasting government bond yields. In this webcast, Jenna Barnard and John Pattullo, Co Heads of the Strategic Fixed Income Team, will explain how pragmatic use of duration management has helped generate additional risk adjusted returns for their portfolios.

    Sharing the team’s structural views and thematic approach to investing, they will also explain the core tenets of their approach in managing both strategic and income strategies. John and Jenna will further explain their distinctive style of credit investing, which they call ‘sensible income’.
  • How AI is Powering the Fight Against Financial Crime
    How AI is Powering the Fight Against Financial Crime
    Charles Delingpole, CEO & Founder ComplyAdvantage Recorded: Feb 27 2020 46 mins
    There’s much hype and excitement around how AI and machine learning could transform the world of finance. But a key area of development growing behind the scenes of talking robots and automated assistants is how these new technologies will have a seismic impact on Anti-Money Laundering (AML) and Counter-terror Financing (CTF) back-end compliance processes. AI can dramatically improve AML risk data collection; spotting new risks faster and digging deeper for hidden risks.

    It will also shift customer onboarding & KYC processes from ‘name matching’ to contextual ‘identity matching’ to reduce false positives and false negatives. Unlike other industries, the training data required to make this a reality with machine learning techniques are available today.

    AI-driven compliance will ultimately have an enormous impact on how financial services will work - increasing automation, reducing manual overheads and helping prevent financial crime.


    Presented by Charles Delingpole, CEO & Founder ComplyAdvantage

    Charles Delingpole founded ComplyAdvantage in 2014, and as CEO leads the product development and growth of the company. Charles set up his first company, The Student Room Group, now the world’s largest student discussion forum, when he was 16. After completing his MA in Politics at Trinity College Cambridge, and then an MSc in Management, Strategy and Finance from the LSE, he became an associate at J.P. Morgan Cazenove. He then went on to co-found FinTech firm MarketInvoice, a peer -to - peer financing company which uses customer data to digitise the approach to financial risk analysis.
  • UK Small Caps: Investing for the Long Run
    UK Small Caps: Investing for the Long Run
    Dan Green, Manager, Franklin UK Smaller Companies Fund Recorded: Feb 27 2020 35 mins
    Dan Green, co-lead manager of the Franklin UK Smaller Companies Fund, shares his outlook for UK smaller companies. He also covers the themes that underpin his portfolio, recent portfolio changes and how he’s positioned for the opportunities and risks of post-Brexit Britain.
  • Nikko Asset Management Global Credit Outlook 2020
    Nikko Asset Management Global Credit Outlook 2020
    Holger Mertens, Head Portfolio Manager – Global Credit Recorded: Feb 27 2020 16 mins
    Holger Mertens, Nikko AM Head Portfolio Manager, shares his Global Credit Outlook for 2020. With valuations near historic highs, trade wars simmering in the background and central banks returning to the markets, Mertens shares how his team has positioned their portfolio for 2020. In addition to a strategic allocation to Asian Credit and an overweight to non-cyclical corporates, there are several areas of opportunity identified by Nikko AM’s Global Credit team.
  • Technology Asset Discovery tools aren't working. Find out why & fix it
    Technology Asset Discovery tools aren't working. Find out why & fix it
    Mark Gaydos, CMO, at Nlyte Recorded: Feb 27 2020 21 mins
    - More than 10% of assets on network go undetected
    - Only 10% of data center managers believe that all assets are detectable and monitored
    - 87% of organizations believe 10% of assets or more are not in their CMDB

    Learn about the agentless technology software that scans your network to inventory your hardware, software and networking assets from desktop to data center to cloud. It supports all major protocols, integrates with your CMDB and creates a single source of knowledge of 100’s of data points.
  • Rathbone Income Fund Update
    Rathbone Income Fund Update
    Carl Stick and Alan Dobbie, Co-Fund Managers Rathbone Income Fund Recorded: Feb 26 2020 9 mins
    Co-Fund Managers, Carl Stick and Alan Dobbie reflect on 2019 and the how the Rathbone Income fund has performed over the last decade. Together they discuss their plans and focus for 2020. Watch now
  • Impersonation and Personal Data: Securing and Protecting Financial Services
    Impersonation and Personal Data: Securing and Protecting Financial Services
    Jonathan Williams (Mk2 Consulting Ltd), Rowenna Fielding (Protecture), Sarah Rutherford (FICO) Recorded: Feb 26 2020 59 mins
    Legislation is placing an increasing burden on the financial services industry both to know its customers and to minimise personal data held. How do providers resolve that apparent contradiction and ensure that their accounts are safe, both for consumers and businesses? What are the key approaches and how can financial service providers keep up with the rate of technological progress and criminals?
  • Seizing Your Data’s Unrealized Power: Talk with Zaloni’s CEO
    Seizing Your Data’s Unrealized Power: Talk with Zaloni’s CEO
    Susan Cook, CEO at Zaloni & Ben Sharma, CPO at Zaloni Recorded: Feb 26 2020 38 mins
    End-to-End, governed data operations is key to 2020 data success, speak with Susan Cook and Ben Sharma on why

    The multiplying of offerings in the data ecosystem, the move to cloud, and the increase in data sources available to enterprises, has led to new series of challenges for CIOs and CDOs - namely, how to accelerate the time to analytics value while maintaining the control needed to ensure data compliance, security, and quality.

    To succeed against the growing potential of data to increase performance, companies need true insight across the entire data journey, a view too often obscured by an uncoordinated array of data-related vendors.

    In this first of a new series, Susan Cook and Ben Sharma sit down to discuss the role data operations plays as the “air traffic control” of the data supply chain.

    Join them as they talk about:
    - The value of having control across the “day in the life of your data”
    - How to achieve greater control while broadening permissioned data access
    - Why Zaloni’s emphasis on extensibility + governance is key to analytics success
  • Breaking RPA’s Glass Ceiling - The Future of Automation
    Breaking RPA’s Glass Ceiling - The Future of Automation
    Daniel Peled, VP Global Advisories and Digital Transformation Kryon Feb 28 2020 3:00 am UTC 17 mins
    RPA is one of the most innovative global industries driving operational transformation today, delivering unprecedented levels of speed, personalization, agility and cost-efficiency. However, RPA projects are often held back by scalability issues.

    Join us to for insider's insight on:
    ● What are the reasons for this?
    ● How can it be prevented?
    ● What is the RPA revolution?
    ● How will AI impact RPA?
  • Budget Speech 2020
    Budget Speech 2020
    Johann Els Feb 28 2020 6:30 am UTC 45 mins
    OMIG Chief Economist Johann Els shares his views on the 2020 Budget Speech with a scene setter of the fiscal situation that is made up of wide deficits and a deteriorating debt profile. A rating downgrade from Moody’s has been priced in. An outcome likely to materialize, unless the budget moves the dial substantially on stabilizing the debt ratio through combined expenditure and revenue measures.
  • An Essential Guide to Using Credit Reference Agencies
    An Essential Guide to Using Credit Reference Agencies
    Ben Houlihan, Senior Risk Product Manager, Dun & Bradstreet Feb 28 2020 9:00 am UTC 6 mins
    This short video covers:

    - An introduction to using credit reference agencies in your credit management practices
    - The top three things to consider when assessing the risk profile of a new customer
    - Best practice in ongoing portfolio management to identify risk exposure
  • Bonds: mad, bad and dangerous to own? Or the greatest opportunity for alpha?
    Bonds: mad, bad and dangerous to own? Or the greatest opportunity for alpha?
    David Roberts & Phil Milburn Feb 28 2020 10:00 am UTC 45 mins
    Fixed income markets are expensive, investors are buying negative yielding bonds and there are worries about liquidity. In this webinar, David Roberts and Phil Milburn of Liontrust will explain why there is not only still a role for bonds in client portfolios but the opportunity for alpha has arguably never been greater. David and Phil will discuss where these opportunities are in fixed income markets, especially high yield, and how investors can take advantage of them.
  • Rathbone High Quality Bond Fund Update
    Rathbone High Quality Bond Fund Update
    Noelle Cazalis, Fund Manager, Rathbone High Quality Bond Fund Mar 2 2020 2:00 pm UTC 7 mins
    Noelle Cazalis, Rathbone High Quality Bond Fund Manager reflects on extremely good performance for a relatively new fund and the key driving factors on what has been a stellar first year. Watch now
  • Implementing TCFD recommendations in insurance industry investment activities
    Implementing TCFD recommendations in insurance industry investment activities
    UNEP FI Mar 3 2020 8:00 am UTC 90 mins
    The Financial Stability Board’s Task Force on Climate-related Financial Disclosures (TCFD) has issued recommendations relevant to the insurance industry’s insurance and investment activities. This webinar by UNEP’s Principles for Sustainable Insurance Initiative (PSI) will focus on investment portfolios and the key findings of two pioneering TCFD pilot projects by UNEP’s Finance Initiative (UNEP FI), spanning listed equity, corporate debt and real estate. Understanding climate-related physical and transition risks and opportunities in investments is critical, particularly since the global insurance industry, as institutional investors, collectively represents over USD 30 trillion in assets under management. Separately, the PSI is currently carrying out a ground-breaking project to pilot the TCFD recommendations in the context of insurance portfolios.
  • Protection 2020 with Zurich
    Protection 2020 with Zurich
    Tracey King, Paul Murphy, Ronan O'Neill Mar 3 2020 10:00 am UTC 60 mins
    Join Paul Murphy, Head of Claims at Zurich, for a review of the latest claim statistics - and hear about Zurich's new Pre-Sales Report for Protection.
  • Data at Work - Skills, Part 2
    Data at Work - Skills, Part 2
    Graeme McDermott, Caroline Carruthers and Mark Stubbs Mar 3 2020 10:00 am UTC 24 mins
    Data at Work - Skills, Part 2: Siloed Pockets of Data Expertise. Unearthing Them, Unpacking Them, and Unleashing Their Potential

    In part 2 of our Podcast focusing on Data Skills, our panel of experts discuss how data ops processes are vital to accelerating the provision of data for use by different teams - e.g. Finance or HR, vs traditional environments. Why it's vital to separate the confluence of data and technology. Also covered is how, as well as diversifying in terms of skills, data teams are becoming increasingly diverse in terms of personality and expertise, and why that is important to problem solving. Please note - we recommend that you listen to part 1, before listening to this episode.

    Watch also the introduction webinar to learn more about the series: https://www.brighttalk.com/webcast/15913/382721
  • How Adobe Document Cloud can help you achieve a paperless office
    How Adobe Document Cloud can help you achieve a paperless office
    Steve Walker, Solutions Consultant, Adobe Mar 3 2020 10:00 am UTC 24 mins
    Join us in our virtual, animated studio for this video webinar to discover how Adobe Document Cloud can help you unlock the power of digital document workflows. You’ll learn how to do the following:

    • Obtain accountability and tracking capabilities for every document
    • Give your teams the power to deliver paperless experiences to customers on any device
    • Create forms in Adobe Acrobat and Microsoft Office
    • Automate the storage of documents in Microsoft SharePoint
    • Build intelligent document workflows using Adobe Sign and Microsoft Flow
    • Ensure better security, collaboration, and organisation within your company.

    There will be live Q&A session at the end of the webinar.
  • Introducing the Sustainable Universal MAP range
    Introducing the Sustainable Universal MAP range
    Keith Balmer and Simon Holmes Mar 3 2020 11:00 am UTC 60 mins
    Tune in for the latest views on economies and markets from our Multi-Asset team.  Updates on portfolio positioning and performance across the range plus an introduction to our new Sustainable Universal MAP funds – an option for clients looking to achieve long-term investment outcomes whilst driving positive change in the world we live in along the way.
  • Year-end issues
    Year-end issues
    John Farrar and Thomas Ball, Grant Thornton Mar 3 2020 12:30 pm UTC 75 mins
    This webinar will summarise the key issues that need to be considered when preparing the year-end accounts.

    Our speakers will consider the following issues:
    •Changes to reporting requirements
    •Accounting for employer pension contributions
    •IFRS 16 disclosures
    •Other areas of risk that auditors are considering

    To ensure that we can keep funding HFMA events, we often involve third party organisations and may share your forename, surname, job title and organisation on request. For further information please review our privacy policy. www.hfma.org.uk/privacy-policy
  • Buguroo´s online banking fraud predictions for 2020
    Buguroo´s online banking fraud predictions for 2020
    Mateusz Chrobok, VP of Behavioral Product at buguroo Mar 3 2020 2:00 pm UTC 90 mins
    As banks strive to make online banking even easier and payments even faster for their customers, they also face a race against the clock to keep their security up-to-date and compliant. In this webinar, we will analyze the main fraud trends we expect to see move up the banking industry’s agenda in 2020.
  • Implementing TCFD recommendations in insurance industry investment activities
    Implementing TCFD recommendations in insurance industry investment activities
    UNEP FI Mar 3 2020 2:00 pm UTC 90 mins
    The Financial Stability Board’s Task Force on Climate-related Financial Disclosures (TCFD) has issued recommendations relevant to the insurance industry’s insurance and investment activities. This webinar by UNEP’s Principles for Sustainable Insurance Initiative (PSI) will focus on investment portfolios and the key findings of two pioneering TCFD pilot projects by UNEP’s Finance Initiative (UNEP FI), spanning listed equity, corporate debt and real estate. Understanding climate-related physical and transition risks and opportunities in investments is critical, particularly since the global insurance industry, as institutional investors, collectively represents over USD 30 trillion in assets under management. Separately, the PSI is currently carrying out a ground-breaking project to pilot the TCFD recommendations in the context of insurance portfolios.
  • Rathbone Strategic Bond Fund Update
    Rathbone Strategic Bond Fund Update
    Bryn Jones, Fund Manager, Rathbone Strategic Bond Fund Mar 3 2020 2:00 pm UTC 5 mins
    Watch Bryn Jones, Rathbone Strategic Bond Fund Manager discuss how learnings from 2019 will inform his investment decisions throughout 2020 and key investment themes he’s identified for the future.
  • EdenTree Insight: The Future of Road Transport
    EdenTree Insight: The Future of Road Transport
    Esmé van Herwijnen, Responsible Investment Analyst Mar 3 2020 3:00 pm UTC 60 mins
    Esmé van Herwijnen, Responsible Investment Analyst at EdenTree Investment Management, takes us through our latest piece of EdenTree Insight research.
  • IoT: 3 obstacles to a successful implementation
    IoT: 3 obstacles to a successful implementation
    Marc Flanagan, EMEA Director, Edge & IoT Solutions, Dell; Baz Khuti, CEO, QIO; and Brian Lappin & Andy Rowland from BT Mar 3 2020 3:00 pm UTC 34 mins
    Many organisations are looking to implement the Internet of Things (IoT), with industry 4.0 being the main driving force. In order to do this successfully, there are three significant obstacles to overcome – implementing the right Edge, securing your project, and delivering a zero touch approach.

    At BT, we are already working with large global enterprises and our partners to meet those challenges head-on.

    Join Marc Flanagan, EMEA Director, Edge & IoT Solutions, Dell; Baz Khuti, Co-founder and CEO, QiO; and Brian Lappin & Andy Rowland from BT to find out how.
  • Rathbone Global Sustainability Fund Update
    Rathbone Global Sustainability Fund Update
    Carl Stick, Executive Director, Rathbone Global Sustainability Fund Mar 4 2020 10:00 am UTC 7 mins
    Carl Stick, Executive Director, stands in for fund manager David Harrison to discuss one of the hottest topics of the moment ESG, and how the Rathbone Global Sustainability fund has performed throughout 2019 and how 2020 is likely to shape up. Watch now
  • Q1 Global Market Review. Coronavirus contagion – a market assessment
    Q1 Global Market Review. Coronavirus contagion – a market assessment
    Philip Lawlor, managing director, Global Markets Research, FTSE Russell Mar 4 2020 10:30 am UTC 45 mins
    Join Philip Lawlor, managing director, global markets research, for a 30-minute webinar, during which he will discuss the impact of the coronavirus on market returns and gauge its effect on the global economy, the credit cycle and market drivers, such as profits, valuations and factors.
  • The next step - how to use PLICS to benefit your trust
    The next step - how to use PLICS to benefit your trust
    Scott Hodgson, Jason Dean and Helen Franklin Mar 4 2020 11:00 am UTC 75 mins
    This webinar will focus on how to go from generating PLICS data annually for the National Costing Collection, to reporting PLICS quarterly / monthly - and the benefits. We will hear from three different trusts on how they’ve improved and are benefitting from the use of PLICS data for business intelligence and decision-making within the trust and local health economy. Webinar viewers should come away with inspiration and some clear examples which they can look to apply to their own work in this area.

    If you require a CPD certificate for this webinar please contact stephanie.zahorodnyj@hfma.org.uk
  • How to boost subscription growth with better payment experiences
    How to boost subscription growth with better payment experiences
    Siamac Rezaiezadeh, Head of Product Marketing, GoCardless Mar 4 2020 11:00 am UTC 45 mins
    The fastest-growing businesses in the world have one thing in common: they’re all subscription businesses. The subscription economy is booming. In Europe, it’s growing at an impressive 64%.

    But if every company knows the value of a subscription model, how do you stand out? What’s your hidden advantage that will drive growth?

    The answer is payments.

    In this webinar, we’ll provide 3 actionable strategies for boosting growth with better payment experiences. You’ll learn:

    - The results of our recent YouGov survey showing payment preference across the globe, and how you can use preference to win new customers
    - How to minimise churn with a more dependable recurring payment platform
    - How to reduce the operating costs and admin time that stifle growth

    Tune in and discover the missing piece in your growth engine that your competitors don’t have.
  • Policy Update: International Focus
    Policy Update: International Focus
    Iana Vidal, Head of Policy and Government Affairs Mar 4 2020 1:00 pm UTC 60 mins
    Join us on 4 March to hear about recent policy and regulation developments in FinTech, and the work Innovate Finance has been doing to influence key decision-makers on behalf of the UK FinTech industry.

    Topics covered will include:

    * Brexit and the UK’s future trading relationship with the EU and other nations
    * Key consultations on open finance, payments and the UK’s regulatory framework
    * Investment trends and what this means for the future of the sector
    * Spotlight on our national and international work
    * IFGS 2020 and UK FinTech Week

    There will be time at the end to ask questions.
  • Data Privacy Beyond CCPA and GDPR: Best Practices for Remote Access Software
    Data Privacy Beyond CCPA and GDPR: Best Practices for Remote Access Software
    Sam Heiney, Director of Product Management, Netop Tech Mar 4 2020 2:00 pm UTC 37 mins
    Since GDPR went into effect, European companies have been hit with 281,000+ cases and $126.9 million in fines - so far. Now, California's Consumer Privacy Act (CCPA) is in effect as of January 1. Whether your company is already compliant or planning to be, one thing is clear: inaction is not an option. At least 11 U.S. states will soon pass data privacy laws, with more states and countries sure to follow.

    Companies need to implement data privacy best practices. Instead of scrambling to follow the next wave of compliance rules, these best practices will safeguard your consumer data, build trust, help comply with existing legislation, and be prepared for all of the upcoming local, federal and international laws. This webinar covers the data privacy best practices for remote access software.
  • EU BENCHMARK REGULATION & ISS ESG BENCHMARK SOLUTIONS
    EU BENCHMARK REGULATION & ISS ESG BENCHMARK SOLUTIONS
    Lydia Sandner, ISS ESG | Hernando Cortina, ISS ESG | Fredrik Fogde, ISS ESG Mar 4 2020 3:00 pm UTC 60 mins
    EU BENCHMARK REGULATION & ISS ESG BENCHMARK SOLUTIONS

    Manage Risks and Seize Opportunities Associated with the Low-Carbon Transition

    On September 30, 2019, the European Commission’s Technical Expert Group on Sustainable Finance released a landmark report that laid out the requirements for two new climate benchmarks: the ‘EU Climate Transition Benchmark’ and the ‘EU Paris-aligned Benchmark’.

    As many investors are still struggling to understand and determine how and to what extent they have to act and respond to the evolving requirements, ISS ESG would like to invite you to an informative webinar that addresses the current state of play.



    Moderator: Janina Lichnofsky, Head of Client Success Germanic Markets, ISS ESG

    Speakers

    · Lydia Sandner, Regulatory Affairs Manager, ISS ESG

    · Hernando Cortina, Head of Index Strategy, ISS ESG

    · Fredrik Fogde, Head of Climate Research, ISS ESG
  • Q1 Global Market Review: Coronavirus contagion – a market assessment
    Q1 Global Market Review: Coronavirus contagion – a market assessment
    Alec Young, managing director of Global Markets Research, FTSE Russell Mar 4 2020 4:00 pm UTC 45 mins
    Join Alec Young, managing director, global markets research, for a 30-minute webinar, during which he will discuss the impact of the coronavirus on market returns and gauge its effect on the global economy, the credit cycle and market drivers, such as profits, valuations and factors.

    Key discussion points

    •Economic impact: will it be a “V” or a “U”?
    •What is the status of market valuations?
    •How extreme are sentiment shifts?
  • Minimum Requirements in 2020
    Minimum Requirements in 2020
    The PRI Mar 4 2020 4:00 pm UTC 60 mins
    The PRI invites you to join this webinar on 4 March to learn more about the minimum requirements that apply to all mandatory reporters in 2020. In time for the reporting deadline 31 March 2020, we will guide you through how you report on the minimum requirements in the reporting tool, provide guidance including the PRI resources available, and discuss the timeline for meeting the requirements.

    You can read more about PRI's Minimum Requirements here: https://www.unpri.org/signatories/minimum-requirements

    Presenter:
    Milja Norberg, Manager of Reporting & Assessment (The PRI)