Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.
This presentation, FINTECH: Good and Bad News for Inclusive Sustainable Finance, will explore issues surrounding the rapid deployment of computerized electronic platforms, cryptocurrencies and algorithms now disrupting legacy financial firms and their models.
Good News: this disruption was long overdue and welcome where it overturns inefficient, inequitable, over-priced services, democratizing lending, investment, banking, payments, remittance and widens easy availability of transactions. Widespread adoption of Blockchain-based distributed ledgers offer closer monitoring of financial ethics and performance. Bad News: this electronic, information-rich disruption of legacy finance ranges from algorithmic high-frequency trading (HFT) we explored for the UN Inquiry (2015) to the rapid co-option and buyouts of companies in the FINTECH 100 by the big legacy banks; the excessive run-up in pre-IPO valuations, focusing on big wins, short-term profits – evidence of the same excesses and unsustainable practices needing reform. Even the ingenious market-based reform in IEX’s platform’s technological designed “speed bump” which levels the playing field for investors also can be subverted to extort fees by unscrupulous firms. Vulnerability, internet and spectrum capacity as well as security issues need attention.
While FINTECH offers so many opportunities for reforming and democratizing finance, the race is on to own and control these disruptive firms and their profits. Steering FINTECH firms toward globally inclusive, sustainable development goals as in the UN’s SDGs must now be built in. Ethical standards are key in optimal systemic design. How best to measure their social and environmental impacts, performance metrics and accounting, and monitor prudential architecture at global and national levels? How can we help design FINTECH for inclusive sustainable finance and markets?
10-Year U.S. Treasury yields are currently near the 1.50% level and the majority of investors believe these rates are highly unlikely to move much lower, especially to a record low of 1%. But that's where we think they are headed. Learn more about where we go from here.
In this webinar, we shall discuss the origins alternative finance and share clues to understand what the future holds. We shall also review what alternative finance will mean for traditional finance organisations, savers investors and businesses alike.
-Alternative Finance - alternative to what exactly?
-Looking back and looking forward to the future of alternative finance
-Review different participants' perspectives, outlining opportunities and challenges for each.
Discover what DC schemes should be focusing on now, following the EU referendum results, including:
- The impact of Brexit on investment strategies – now and in the future
- Key market and legislative updates for you to be aware of
- How to ensure your communications are effective in times of uncertainty
We are living in a digital reality but bank’s corporate clients are already being wooed by post-digital, fintech driven possibilities. Traditional lenders face fundamental challenges to grow their business with 1 in 5 banks still lacking an enterprise digital strategy to serve their corporate clients. With low interest rates and increasing costs, optimising the customer experience might be part of the vision statement, but delivering on this ethos has not been straightforward. Has bank thinking been inside-out in commercial and corporate lending?
Digitalisation has been spurred by a drive for back office simplification. While this delivers improved service levels, self-service for borrowers in commercial lending is still not business as usual. Slow turnarounds, limited digital engagement and an inability to surface key information at the right time in the right place continues to hamper corporate client productivity and liquidity. With an outside-in approach banks are starting to deliver strategies for end-to-end digitalisation and multiple channel, 24x7 self-service - from loan origination, to loan servicing.
Discover how banks can capture new market opportunities, drive revenue growth and free up relationship managers time while also embracing integration, collaboration and choice in a post-digital world.
In this webinar, a panel of experts will reveal
- Use cases for banks to simplify the lending process and drive end-to-end digitalisation in commercial and corporate lending
- The key pillars underpinning the corporate borrower’s user experience
- How digital strategy today, can drive lending nirvana tomorrow
-Current trends in lending
- Risk & Cross border lending
- Bank appetite for innovation
- Startups making inroads
- Emerging trends in factoring and AR trading
- Blockchain and distributed ledgers
-How SMEs can benefit from this new trend
Join this panel to familiarise yourself with the global online lending industry. The panel will discuss the key issues, challenges and opportunities presented to the banking industry. The goal will be to equip those responsible for business development and strategy to have a clearer idea of what is happening and how to prepare for the future.
Some discussion points will include:
-Challenges facing independent p2p lenders that the banks are better placed to overcome
-Why online lending platforms for banks should be structured differently to independent online lenders
-What type of bank may be more naturally suited to online lending?
-How are banks setting up to face the challenge and opportunity presented by online lending?
We are delighted to invite you to join our forthcoming webcast at which our Head of Global Strategy, Andrew Milligan, will discuss our latest macro-economic and market views. There will be an opportunity to pose your questions directly to Andrew.
Audience dial in numbers
Standard International Access
+44 (0) 20 3003 2701
UK Toll Free
0808 109 0701
USA Toll Free
1 877 419 2272
Marcus analyses the current state of the pan-European commercial property market – both equities and bricks and mortar. He will also give his views on the recent issues surrounding liquidity on a number of open-ended property funds.
Following the UK's decision to leave the EU, the Bank of England has chosen to lower interest rates to ease the pain, could this be a short or long-term fix for the UK economy? What can we expect from markets post Brexit?
Please join Azad Zangana, Senior European Economist and Strategist, as he shares his thoughts on the current state of the economy and his outlook for the UK and global markets.
Value holds centre court in Kevin Murphy and Nick Kirrage's investment strategy for the Schroder Recovery Fund and following this strategy for 10 years has led to a return of 138.7% versus the 72.1% return from the FTSE All Share index*.
To celebrate a decade of managing the fund, please join Nick and Kevin as they explain how the value investing strategy works and how they were able to overcome the tough ten years that value stocks faced.
*Performance from 21 July 2006 to 21 July 2016. Source: FE Analytics, bid to bid with net income reinvested to 21 July 2016, Z Acc share class, net of fees in GBP
Join Fiona Harris, client portfolio manager for the JPM US Equity Income Fund, as she discusses the outlook for the rest of 2016, the US elections and what this means for the fund's focus on high quality companies with sustainable dividend yields.
Six veteran investors explain how they cut through the clutter of sensationalism and pseudo-analysis that litter the landscape of today's financial journalism. The webinar is accompanied by a 30-page slide deck with embedded links. The content is based on an article published by the CFA Institute in July of 2016, and the authors will discuss and debate their approaches.
The last few years have been massive for the crowdfunding industry. Now a $60 billion industry, it has grown to include many facets such as equity crowdfunding, perks-based models, loan-based models, and more.
Join this session where we will discuss:
-crowdfunding passing VC’s for the first time
-opportunities for SMEs and the rise of “mainstream equity crowdfunding”
-compliance challenges — how can new start-ups keep up and how can traditional players secure themselves?
-what is the FCA saying about innovation and consumer protection?
-what’s the profile of the modern day investor?
-what are some of the growing pains that rising companies might feel after a successful crowdfunding round?
Over £720 billion* was paid out by companies in the MSCI ACWI index over the last 12 months, proving that global equities offer a rich source of income for investors.
Not all global equity income investments are created equally. In this webinar, Mark Whitehead, Portfolio Manager, will outline the benefits that Securities Trust of Scotland offers its shareholders - and what sets it apart from the competition.
Currently yielding 4.0%+ Securities Trust of Scotland aims to deliver a rising income and capital growth over the long term from a portfolio of global equities. Income is not guaranteed.
Should this investment be on your radar?
*Source MSCI 30 June 2016.
+Source for historic yield: Martin Currie as at 30 June 2016. The historic yield reflects dividends declared over the past 12 months as a percentage of the mid-market share price on 30 June 2016.
In this session Rory McPherson will discuss the changing landscape of Multi Asset Investing and whether we still expect it to be a key driver of returns in a post Brexit world. He will review where the returns have come from and focus on what future returns might look like and where they’ll be found.
We look forward to you joining our call on 13th September with Rory McPherson, Head of Investment Strategy, Psigma Investment Management.
With increasingly poor returns in traditional sources of income we believe it is still possible to generate a growing income stream over time, by investing across asset classes. We will explore where we currently see value and look at the benefits of using a Multi Asset Income Fund.
The Schroders’ Maximiser strategy is a tested stockmarket based investment strategy targeting a 7%* annual yield. Following the reorganisation of the team, the investment philosophy, process and management of the Maximiser range will stay the same, delivering attractive income returns through different market environments as it has been since 2005.
Please join Rupert Rucker, Client Portfolio Manager, as he provides more information on the new team and an update on the fund range.
*The target yield quoted is an estimate and is not guaranteed
Aram Compton, Fund Manager of the Sarasin GlobalSar fund range, explores how economic growth relates to investment returns and in what way multi-asset portfolios can be balanced for this generation and the next.
The pension freedoms have created a great opportunity for clients to access their accumulated wealth. OMGI’s presentation will consider what advisers/clients fear most in deriving an income strategy in retirement
• Running out of money – exhausting the pension pot – risk of ruin
• Their ability to sustain their existing levels of consumption given increasing life expectancy
• The effects of inflation on the future purchasing power of their wealth
• The ability to pass any wealth down the generations
Market moves seem to be signaling that the persistent underperformance of the emerging markets may be behind us. Join Leon Eidelman, portfolio manager, and Luke Richdale, client portfolio manager, as they discuss what the rest of 2016 may hold for Emerging Markets equities. They will also provide an update on the JPM Emerging Markets fund and JPM Emerging Markets Income Fund.
With investors in ‘back to school’ mode, Richard Buxton, head of UK equities, will be assessing what lies ahead for the new term in his monthly update on 20 September.
Apart from the obvious jitters over the Italian referendum and US election, top of the agenda will be whether or not UK company directors intend to change their business investment spending plans in light of the Brexit vote.
Join Richard to listen to his current market outlook and to find out how the Old Mutual UK Alpha Fund could benefit your clients' portfolios.
Audience dial in:
Standard International Access:+44 (0) 20 3003 2666
UK Toll Free:0808 109 0700
USA Toll Free: 1 866 966 5335
Audience Password: 48678
Depressed interest rates and volatile equity markets are driving an unprecedented interest in retail alternative investment products. Fortunately, through the intersection of technology and regulation, new FinTech archetypes are emerging to satisfy that demand.
This webinar will highlight some of these groundbreaking technologies, tools, apps, rules and investment products that are transforming the financial services industry and changing the way people invest as well as save for retirement.
This is a MUST-VIEW webinar for investors of all sizes, financial advisors, wealth managers, FinTech platforms, and regulators.
Data visualisation is a discipline that uses graphs and charts to easily communicate large chunks of data into easily digestible formats.
When it comes to personal finance, data visualization has been used to create useful dashboards where users can keep track of their spending, income, and budgeting.
Join this session where we will discuss:
-Why is data visualization so useful when it comes to personal finance?
-What are the best data viz tools/apps for personal finance?
-What are customers missing from banks that personal finance fintechs are able to provide?
-What are the best practice tips for using dashboards and apps to improve personal finance?
-What are some common mistakes people make when managing their personal finances?
-What are some common misconceptions of data visualization?
The webinar will be delivered by Toby Vaughan, Lead Fund Manager for the Atlas Portfolios and Head of Fund Management for Santander Asset Management Global Multi-Asset Solutions Team. Toby will review the markets and look at how this has impacted the portfolios and investment decisions moving forwards.