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.
Everyone is becoming accepting of the fact that technology has a role in the client experience and client journey within the wealth management industry.
Many are better understanding the impacts on the operating costs for service delivery. While some have completely embraced the cost saving advantages to such an extent that they have stormed onto the scene and gaining market share.
This rising presence of technology has brought about a new and unique relationship management standard. One that takes several steps away from the long standing traditional lorels of relationship management. However, it has allowed firms to take many a step closer to the ultimate focus, the client and their needs.
Scorpio Partnership explores the current state of our industry and attempts to answer the new big questions that should be on everyone’s minds:
How is technology really going to transform the wealth management landscape?
What does this trend really mean for traditional wealth management?
Investors interested in reaping the benefits of factor-based investing in their portfolios have long believed the ultimate question to be, “Which factor should I choose?” Our most recent research shows, however, that investors would be better served to ask, “When should I favour each factor?” Our research also suggests that your investment horizon, rather than the timing of incorporating factor based strategies, is key to meeting your objectives.
Investment goals have become increasingly focused on two key themes - income and the need for reliable outcomes. As a result, innovative new techniques such as risk factor investing are now being used to deliver alternative sources of reliable income. Please join Toby Hayes, manager of the Franklin Diversified Income Fund, who will review the approach he has taken during the last 12 months and discuss some of the ideas and global themes that lie behind his outcome oriented strategies.
Cédric de Fonclare, manager of the Jupiter European Special Situations Fund provides an overview on how the fund has performed over 2015, where opportunities are arising, favorable sectors within the European Equity markets and whether QE in Europe will make him rethink the way he invests.
Northern Trust investment experts discuss their perspectives on the state of the financial markets, potential timing of a Federal Reserve interest rate move and the implications for institutional investors.
Income now represents a substantial portion of total long-term equity returns from Asia (ex Japan). The fund seeks to invest in companies with strong cash flows and dividend support, and as well as offering strong growth characteristics.
Richard Sennitt, the fund's manager, has 21 years of investment experience all of which have been spent following the Far Eastern markets and all at Schroders. As well as the team in London, Richard is supported by 38 ex Japan analysts based in six offices across Asia.
Join us for a webcast briefing by Stefan Isaacs and James Tomlins, co-fund managers of the M&G Global High Yield Corporate Bond Fund.
Following a volatile period towards the end of 2014, high yield bonds have delivered steady returns in the first few months of 2015. Indeed, while government bonds have suffered a sharp sell-off in recent weeks, high yield has benefited from its relatively low sensitivity to rates and produced further robust gains. In the webcast, Stefan and James will provide an overview of these recent developments and discuss their current outlook for the asset class.
James will also provide a brief update on the M&G Global Floating Rate High Yield Fund. Given their lack of interest rate duration, high yield floating rate notes (FRNs) have been well insulated from the recent turbulence in government bond markets. However, with an exposure to credit, these instruments have been able to benefit from the modest tightening in spreads since the start of the year.
Overall, Stefan and James maintain a positive outlook for high yield bonds which they think offer an attractive source of income in the current low interest rate environment. Moreover, against a backdrop of modest economic growth, accommodative policy from the world’s central banks and low corporate default rates, high yield valuations should continue to be well supported over the coming months.
The call will start at 10:00am BST (11.00am CET) on Thursday 18 June, will include a Q&A session and is expected to last an hour.
- Active, bottom-up unbenchmarked asset management is a key source of added value,
- Investments in quality companies offer protection against permanent capital losses,
- Focus on valuation offers protection in volatile markets
- Fundamental investment approach,
Katharine Dryer, product specialist for the fixed income and multi-asset team provides an overview of the Jupiter Strategic Reserve Fund, the team’s investment approach, experience and the benefits of investing in a multi-asset fund.
Join Emily Whiting, client portfolio manager and Leon Eidelman portfolio manager for the JPM Emerging Markets and JPM Emerging Markets Income Fund bitesize webconference, on Tuesday 16 June at 09:30 as they discuss the emerging markets environment in 2015, our portfolio positioning and why this asset class continues to be one that long-term investors shouldn't ignore.
For listen only access please dial the following number:
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
Please note slides are not available on listen only mode.
Manager of the Jupiter UK Growth Fund, Steve Davies, gives a macro overview on the UK for the next 12 months including the possible impact of a Brexit on UK equities and why he believes recent deflation figures could be positive. He also discusses key themes and how the Fund is currently positioned.
The current climate of low interest rates, low inflation and uncertain investor sentiment towards credit markets has created much debate about how clients’ portfolios should be positioned.
Bryn Jones, manager of the Strategic Bond Fund, explains how maintaining consistently low volatility has been key for clients seeking risk adjusted returns. The fund is currently ranked as the second lowest volatility versus its peer group, the IA Sterling Strategic Bond Sector.
Source: Financial Express. Volatility shown is annualised standard deviation of weekly returns since the launch of the Rathbone Strategic Bond Fund, from 03.10.2011 to 26.05.2015
Put your questions to Bryn in advance or during the call using the ‘questions’ tab at the top of the video screen. A recording will be available 'on demand' after the call if you unable to join us at 11am
There is a large amount of literature on happiness and the importance it has on our lives and work. There have been various studies into the connection between happiness in the workplace, learning and productivity and the general well-being of staff and individuals. This introductory webinar will introduce the neuroscience of happiness and the connection to creating a positive culture and how using humour as a cognitive tool helps create adaptable, resilient teams.
In this webinar you will explore:
- What is Laughology – The science and psychology of motivation, emotions, happiness and humour
- Why happiness, humour and laughter is vital in all workplaces
- What does happiness really mean for organisations
· How a happy workforce is more flexible to change
· Humour as a system for processing information and being positive
Following the financial crisis, investors in European equity markets experienced a high degree of volatility in dividends from traditional income sectors. However, on the back of corporate restructuring and improving economic conditions, the outlook for dividend income continues to strengthen.
Join Will James, manager of the European Equity Income Fund, as he discusses the opportunity for recovery and with it the potential for significant upside in dividends.
These webcasts are now fully online, so no dial in is required. However, if you do not have the facilities to listen online (headphones or speakers), we have provided a dial in number and pass number:
Standard International Access
+44 (0) 20 3003 2666
Matthew Dobbs, Fund Manager, will discuss both the short-term and long-term economic outlook for the Asia ex Japan region. He will lay out the case for investing in the region and discuss current issues facing investors there. Schroders' current investment policy in Asia will be outlined, including the countries and sectors we see as offering attractive investment opportunities.
Please join Richard Bullas, co-manager of the Franklin UK Smaller Companies Fund, who will share with you his insights on UK small caps and why he believes smaller company valuations look attractive relative to the broader market.
The Schroder Global Equity Income Fund seeks to capture income by investing in global companies that represent good value.
Ian Kelly and Jamie Lowry, co-fund managers, will discuss the danger of chasing yield for the sake of yield in the equity market and why they focus more on the overall valuation case of businesses rather than headline dividend yield numbers. They will also run through the investment philosophy employed by the fund, which they believe to be genuinely different from what many Global Equity Income managers are offering investors.
In our upcoming webinar, we will focus on “Income Investing” in Asia, bringing together the bottom-up views of Paul Hilsley, Fund Manager of the Asian Income Trust and the top-down outlook of Macro Specialist, Brian Coulton.
For much of 2015, divergent monetary policy has led many investors to steer clear of US equities and led many who remain exposed to the region to adopt a core and satellite approach to investing in the region. In this webcast we will outline how the Old Mutual Global Equity team take a uniquely different approach.
Today low-volatility investing is gaining a broader acceptance within academic circles and among investors.
The success enjoyed by active managers has encouraged index providers and passive managers to also jump on the bandwagon and introduce low-volatility indices and ETFs. The names range from Minimum Volatility and Managed Volatility to Minimum Variance and Defensive, but they all exploit the low-volatility effect in one way or another.
Robeco’s Conservative Equity strategy has been successful in exploiting this investment anomaly for almost ten years now.
During this webinar Robeco will give some practical insight into this investment strategy:
• Short overview on the basic principles
• How to address the potential pitfalls
• Insights Robeco’s enhanced approach
• How Conservative Equity enhances your portfolio
Hear from Stephanie Flanders, chief market strategist UK and Europe, as she provides a timely and interactive market update in her upcoming Quarterly Market Insights webconference.
Held immediately after quarter-end, Stephanie explores the key trends and themes that have been shaping global markets, and outlines the conversations you need to be having with clients in the months ahead.
This call will qualify you for 45 minutes of Structured CPD accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investment (CISI).
Global Funds Series includes 60-minute webinars during which fund managers from Asia, Latin America and the US present investment opportunities and their fund ranges distributed globally.
The next webinar in the series features Scout Investments, an American asset manager with more than $30billion AUM.
Scout Investments provides global institutional investment management services to institutional clients and advisors and offers its mutual funds to individual investors. UMB Financial Corp, Scout’s parent company, has offered investment management services since the 1920s, while Scout officially began to provide institutional asset management in 1982, when it launched three no-load mutual funds (domestic equity, fixed income and money market).
In 2009, Scout became an independent subsidiary of UMB Financial Corp to diversify and broaden distribution of the firm’s institutional investment management and the Scout Funds. In 2010, Scout Investments acquired Reams Asset Management. Since its founding in 1981, Reams has managed fixed income portfolios for institutional clients.
Toby Cromwell, EVP Global Distribution, has more than 28 years experience in institutional sales, consultant relations, and management with investment firms of all sizes. He is an expert in the complete institutional business development process.
Toby will provide an in-depth insight into fixed income opportunities and on Scout’s fund range which is available to European and global investors.
UK inflation has seen steep falls in recent months, and has even seen months of deflation. This has been mainly driven by falling fuel prices as world oil prices have dropped by more than 50% over the past six months. However, while acknowledging that inflation could remain subdued in the short term, it appears that low or negative inflation will be temporary and it looks set to return to its 2% target within the next two years.
In this presentation, Jeremy Smouha, manager of the GAM Star Credit Opportunities Fund, will explain why investing in issues lower down the company’s capital structure of investment grade or high quality issuers can produce high income in a low return world.
YSC is a business psychology consultancy who have been at the forefront of assessing high potential in FTSE 100 organisations. This session will look at their model of high potential and identify the process of assessment involved to understand the psychological components which are deterministic of high potential performance and leadership.
The model used by YSC is the most applied in the UK and has been formally validated through extensive research
No matter what you call it, the process of bringing new contractors and temporary employees into your company can be challenging. Nowadays, the most inspirational companies use technology to care for and manage their contingency workforce so that everyone feels engaged and has an impact on productivity.
Contractors and temporary employees may spend much shorter periods of time on your workforce.They may have different skill sets and be carrying out different work.They may even work on different locations to your direct employees. But they still need to be on-boarded in a way which keeps them safe and gets them productive in a timely manner.
This presentation will bring you through the steps you should take when planning your initiation process for contractors and temporary employees.
It advises you on your obligations as well as the kind of information you may wish to impart.