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.
Phil Webster, Portfolio Manager, European EquitiesRecorded: Sep 13 201927 mins
Phil Webster discusses why taking a step back from the macroeconomic malaise of Europe is beneficial to investors, resulting in them being able to seek out a fund positioned to take advantage of structural rather than cyclical growth.
Today’s market uncertainty demands a different game plan, but this does not mean it needs to be complicated. In this webcast, portfolio manager Marc Pinto will outline the clear, flexible ‘equity and bond’ strategy of the Janus Henderson Balanced Fund, covering (among other points):
•The value of integrated in-house equity and fixed income capabilities
•The benefits of a ‘through the cycle’ strategy anchored on fundamental research
•Is it possible to generate competitive returns while limiting downside risk?
Alan Blythe, Blythe Financial | Bonnie Lyn de Bartok, The S Factor | Adrian Lowcock, Willis Owen | Shelly Antoniewicz, ICIRecorded: Sep 11 201951 mins
Over the next 30 years, the demographic makeup of societies will change tremendously. What effect will this have on income investment funds? Will people retire later, thus driving up the demand for Income Funds? What effect will interest rates and other factors have on people's desire to choose an income fund vs. a fund that reinvests its assets? Further, as investment preferences change, how will funds adapt to these preferences and drive market share?
This webinar panel will dive into:
- how will demographic changes drive demand for Income Funds around the world?
- How will fund companies need to adapt in order to anticipate these change?
- What investment parameters will need to be met to attract discerning investors with specific tastes.
Adrian Lowcock, Head of Personal Investing, Willis Owen
Bonnie Lyn de Bartok, Founder & CEO, The S Factor Co (a MacCormick Inc. company)
Alan Blythe, Chartered Financial Planner & Managing Director, Blythe Financial.
Shelly Antoniewicz, Senior Director, Industry and Financial Analysis, Investment Company Institute (ICI)
Pilar Gomez-Bravo, Director of Fixed Income – Europe & Owen Murfin, Institutional Fixed Income Portfolio ManagerRecorded: Sep 11 201920 mins
The search for yield while also managing potential drawdown risk is increasingly challenging investors in a world of burgeoning negative-yielding debt – now almost 30% of the global bond market – and declining interest rates. Join Pilar Gomez-Bravo and Owen Murfin in a webcast to hear their views on how to invest in fixed income portfolios in this context – and the broader implications for mandates and asset owners.
Paul Tinkler of Defaqto, Paola Binns, Senior Fund Manager and Ewan McAlpine, Senior Client Portfolio ManagerSep 19 20191:00 pmUTC45 mins
To complete the series, Paola Binns, Senior Portfolio Manager within our credit fixed income team, will be joining Ewan McAlpine, Senior Client Portfolio Manager and Defaqto’s Paul Tinkler. Paola will share with listeners her insights into multi asset investment from a fixed income perspective, considering how fixed income markets have developed over time, how economic cycles affect fixed income asset classes and what fixed income strategies investors could consider as part of a multi asset proposition.
Richard Kirby and Peter Lowe, Fund ManagersRecorded: Sep 11 201938 mins
Join Richard Kirby and Peter Lowe as they discuss:
- the outlook for UK property
- the potential of the asset class as a source of sustainable income for client portfolios
- the current positioning of the BMO Commercial Property Trust and BMO UK Real Estate Investments.
Kandarp Acharya, Wells Capital Management | Justin Simler | Etienne Vincent, BNP Paribas AM | Ewan McAlpine, RLAMRecorded: Sep 10 201963 mins
Multi asset income funds have seen increasing interest as companies need better returns on cash; schemes become cash flow negative and individuals seek income in retirement. There are, however, many different approaches to generating an income including both fixed income and multi asset income approaches. These can have a focus on synthetic or natural income, and very different targets for income, capital growth and protection.
This webinar will discuss topics that include:
Is the demand for income likely to persist?
Should income even matter?
What is a sustainable level of income?
What are the strengths and drawbacks of the different approaches?
What are the risks of an income portfolio and how do you manage them?
Moderated by Justin Simler - Consultant
Kandarp Acharya, Senior Portfolio Manager, Wells Capital Management
Ewan McAlpine, Senior Client Portfolio Manager - Fixed Income, Royal London Asset Management
Etienne Vincent, Global Head of Quantitative Portfolio Management, BNP Paribas Asset Management
Please take this opportunity to join James Thomson, manager of the Rathbone Global Opportunities Fund on Monday 9 September at 10:30am for our live webcast.
We live in a world of unreliable economic growth – where outside events have a disproportionate impact on stock markets – and where trend-following machines exacerbate the amplitude of stock moves, leading to large intraday swings. Despite some frightening falls in the stock market lately, we still believe that this market has legs, just more wobbly ones.
James will discuss his best (and worst) performers this year, the reason why he is fully invested and his significant exposure to the US, technology and other growth stocks. The biggest risk to his global fund remains a last-minute Brexit deal and a sharp rally in Sterling.
Put your questions to James in advance or during the call using the 'questions' tab at the top of the video screen.
If you are unable to join us at 10:30am a recording will be available 'on demand' after the call.
Karen Ward & Jennifer WuRecorded: Sep 9 201945 mins
The investment landscape is changing as savers and governments place greater scrutiny on environmental, social and governance (ESG) factors. Join Karen Ward, Chief Market Strategist for EMEA, and Jennifer Wu, Global Head of Sustainable Investing, as they highlight the driving forces and discuss the ways in which investors can include ESG factors in their investment decisions including:
•What is ESG?
•How is policy and regulation changing?
•Are savers more focused on how their money is being put to work?
Andrew Gillan & Mervyn KohRecorded: Sep 5 201929 mins
In this webcast, Andrew Gillan, Head of Asia ex-Japan Equities and Co-Manager of the Asian Growth Strategy and Fund Manager Mervyn Koh, will discuss how Asian markets have been impacted by the US-China trade dispute thus far and the escalating pro-democracy protests in Hong Kong. He will also cover what this means for the strategy in terms of investment opportunities, portfolio positioning and outlook for the region.
Ben Heffer, Insight Consultant and Fiona Millar, Life & Proctection ResearcherRecorded: Sep 5 201910 mins
With over 500 thousand policies sold in 2017 (SwissRe’s Term & Health Watch 2018) it’s more important than ever for financial advisers to be comfortable that they recommend the most suitable product to their clients.
Join us for our webinar ‘Assessing critical illness cover’ to learn:
•The different approaches to assessing CIC policies
•Why the quality of the CIC definition matters
•Defaqto’s model for assessing CIC policies as used in CIC Compare
Paul Tinkler of Defaqto, Nersen Pillay, Investment Director and Ewan McAlpine, Senior Client Portfolio ManagerRecorded: Sep 4 201930 mins
Nersen Pillay, Investment Director within our multi asset team kicks-off the series, joining Ewan McAlpine, Senior Client Portfolio Manager and Defaqto’s Paul Tinkler to introduce listeners to the fundamentals of multi asset investing and provide an insight into strategic asset allocation as well as key elements to consider when assessing or adopting a multi asset investment approach. Use the following link to access the structured CPD once you have viewed the webinar: https://emailcc.com/s/fb9afe436f24e4deb2eebd2614196c77ade446d9
UK MPs return to parliament from their summer recess on 3 September, and the following weeks are likely to be tumultuous for sterling markets. Join Karen Ward, Chief Market Strategist for EMEA, as she considers:
•What is no deal, and what might it mean for the UK economy and markets?
•Will UK parliament accept no deal and, if not, are we headed for a general election?
•What are the risks to markets in the event of a general election?
•Is all hope of a deal dead?
Charlotte Rogers, Royal London Sales ConsultantRecorded: Aug 28 201952 mins
Charlotte Rogers is our resident income protection specialist and in the last instalment of our income protection webinar series, will take a closer look at the features and benefits of the Royal London income protection plan.
Jon Pittham. MD ClientsFirstRecorded: Aug 27 201952 mins
In a post GDPR world, top of the funnel traditional direct marketing isn't a viable option for financial services firms. Data is more regulated, targeting is more limited and a broad approach is a strategy that will likely fail.
Instead it's time to focus on a strategy that will attract, convert and delight engaged clients. This strategy is Growth Marketing. In this webinar we focus on how to turn your marketing culture from top of the funnel to a growth marketing culture where every stage of the funnel counts.
Other key takeaways include:
- Aligning your marketing goals into creating inbound opportunities which allows your firm to grow
- How to use the inbound model to not only create more leads, but turn these leads into delighted brand ambassadors
- How content is the new data when it comes to creating successful modern growth marketing campaigns
- Using technology and automation to streamline your marketing
Andrew Denham-Davis, Defaqto, ARC, threesixty and AKGSep 17 201910:00 amUTC60 mins
Featuring guest speakers from Defaqto, Asset Risk Consultants, threesixty and AKG Financial Analytics, the webinar will assist professional advisers and paraplanners with the seven step approach to DFM due diligence.
Ahmed Banafa, IoT-Blockchain-AI Expert & Professor, San Jose State UniversitySep 17 201912:00 pmUTC53 mins
In this webinar Prof. Banafa will discuss Myths, Facts and Challenges facing Blockchain Technology, he will explain Libra the new cryptocurrency of Facebook , list the 7 mistakes to avoid in Blockchain projects , he will explore the job market for blockchain technology , the webinar will cover applications of blockchain technology too.
Join BrightTALK's FinTech Insights group on LinkedIn: http://bit.ly/2PLQXG3
Join BrightTALK's BI & Big Data group on LinkedIn: http://bit.ly/2PJlPHm
Is it the time for true active to come to the fore in Europe? John Bennett, Head of Pan European Equities gives his insight into the disruptive trends affecting European markets, in this latest update on the Janus Henderson Continental European Fund and the Janus Henderson Pan European Fund. His views will cover:
•The role of ‘true’ active management to help identify Europe’s future winners
•Structural winners and idiosyncratic value
•The impact of technology across industries.
Devin McCune, Vice President Regulatory and Compliance, Broadridge Financial Solutions: Nick Fitzpatrick, Funds EuropeSep 17 20191:30 pmUTC45 mins
In our latest webinar, we are focusing on the Assessment of Value ruling. We will be covering a variety of very important questions, which at times could bring ambiguity into the implementation process:
-What is value, how does a firm define it, and how is it measured?
-What challenges will a fund company face when trying to devise metrics to measure value, including on-boarding new INEDs, evaluation of funds versus peers/benchmarks?
-What actions can and should be taken if a fund’s value is called into question? (what if a fund isn’t providing value)
-What is the outcome of the value review for the INEDs, management, and the end investor?
We welcome your questions, comments and feedback following the conclusion of this webinar. Our goal is to help inform you as you move forward with implementing your company’s Assessment of Value process.
Rob Burdett and Kelly PriorSep 18 20191:00 pmUTC30 mins
This is the longest economic cycle on record, and yet interest rates are at their lowest level in 5 years. Debt is at its highest ever level in history, yet around 25% of debt has negative interest rates. Stock commonality amongst the largest funds is close to record highs, with momentum the key driver, but the fastest risers of the last 12 months are 25% more expensive than normal. We will look at how we are positioned to deal with these contradictions and extremes, and take a look at the longer term picture away from the noise
Nick Henderson, Portfolio ManagerSep 18 20192:00 pmUTC45 mins
The world faces a multitude of challenges; ranging from environmental challenges such as climate change, to societal challenges such as rising healthcare costs and obesity. These are not new, but during this webinar Nick Henderson will highlight how through careful stock selection and engagement, these risks and opportunities can be embraced and a diversified equity portfolio can be built to harness structural growth tailwinds.
Kate Baucherel, Digital strategist and COO City Web ConsultantsSep 19 201912:00 pmUTC60 mins
Behind the hype, there are enterprises across all sectors using blockchain effectively to meet business needs. Author Kate Baucherel presents case studies, success stories and cautionary tales from her forthcoming book Blockchain Hurricane (Business Expert Press, Spring 2020)
Join BrightTALK's FinTech Insights group on LinkedIn: http://bit.ly/2PLQXG3
Paul Tinkler of Defaqto, Nersen Pillay, Investment Director and Ewan McAlpine, Senior Client Portfolio ManagerRecorded: Sep 11 201933 mins
To continue the journey, investment director Nersen Pillay will once again join Senior Client Portfolio Manager Ewan McAlpine and Defaqto’s Paul Tinkler to discuss the difference between strategic and tactical asset allocation, how to use the economic and business cycle to guide tactical investment decisions and why risk adjusted returns matter to multi asset investors.
Paul Ellis | Jennifer Sireklove, Director of Responsible Investing, ParametricSep 19 20193:00 pmUTC28 mins
Jennifer Sireklove, Director of Responsible Investing, has built Parametric's Responsible Investing practice over two years, including customized ESG data incorporation on $20 billion AUM, and firm-wide proxy voting on $100 billion AUM.
Rowan Austin, NatWest | Rebecca Harding | Enno-Burghard Weitzel, Commerzbank | Michael Sugirin, Standard CharteredSep 24 201910:30 amUTC45 mins
When it comes to cross-border transactions, the shift to a digital landscape and infrastructure is a common challenge. The demand for clearinghouses, the rising competitive landscape, and the increasing need for new technology will no doubt impact the trade finance landscape.
Join this panel to learn:
-How can emerging technologies like blockchain be used to transform the future of trade finance?
-How can global and regional banks better collaborate to create a more efficient ecosystem?
-What are the interoperability challenges that arise, especially with regards to global supply chains?
Rebecca Harding, Independent Economist
Rowan Austin, Head of Trade Origination ＆ Advisory, NatWest
Enno-Burghard Weitzel, Head of Product Management Trade Services, Commerzbank
Michael Sugirin, Global Head, Open Account Trade, Ecosystem & Trade Implementation,
Transaction Banking, Standard Chartered
Leda Glyptis, 11:FS | Polina Evstifeeva, Deutsche Bank | Jennifer Bers, Onfido | Denise Bedell, Content InnovoSep 25 201910:30 amUTC45 mins
"Banking and securities organisations are expected to accelerate business processes and innovate at a much faster scale than ever before. However, finding the balance between innovating and still staying compliant comes with its share of risks.
Join this panel to learn:
-How can financial institutions reduce operational expenses whilst also reducing risk
-Best practices for data management and streamlining processes
-The benefits and challenges of moving to the cloud"
Leda Glyptis, Chief of Staff, 11:FS
Jennifer Bers, VP of Sales, Onfido
Denise Bedell, Executive Director, Content Innovo
Polina Evstifeeva, Head of Regulatory Strategy - GTB Digital, Deutsche Bank
Guido Moret, Head of Sustainability Integration Credits & Erik Keller, Client Portfolio Manager Global CreditsSep 25 20191:00 pmUTC45 mins
The UN’s Sustainable Development Goals (SDGs) take the quest for sustainability to the next level by making integration tangible and measurable. Investors are becoming increasingly interested in investment products that contribute to the realization of these goals and at the same time offer attractive returns.
Robeco and RobecoSAM have developed a comprehensive proprietary SDG measurement framework with clear, objective and consistent guidelines. Using this proprietary SDG framework, we can construct credit portfolios that are diversified across issuers and sectors, which make a clear positive contribution to the SDGs, and which also deliver attractive financial returns for our investors.
In this webinar, Guido Moret, Robeco’s Head of Sustainability Integration Credits, will describe the framework for SDG credits investing. Erik Keller, Senior Client Portfolio Manager Global Credits, will explain how SDGs can be linked to credit portfolios.
The themes that we will be discussing:
•Why should investors embrace the SDGs?
•And how can we construct our portfolios with a positive contribution to the SDGs?
•What is the specific Robeco offer, in terms of SDG credits?
Paul Ellis | Mona Naqvi, Senior Director and Global ESG Spokesperson for S&P Dow Jones IndicesSep 26 20193:00 pmUTC28 mins
Mona Naqvi discusses her group’s launch of the S&P 500 ESG Index, the basis for a UBS Asset Management ETF that's now available. She also discusses the creation of numerous ESG indices and her ongoing work with Japan’s government pension investment fund (GPIF), the world’s largest, to systematically reduce exposure to high carbon companies through the S&P Carbon Efficient Indices.
Adam Smears, Head of Fixed Income ResearchOct 2 20199:00 amUTC60 mins
Fixed Income investors find themselves in a conundrum: investing in government bond yields implies a fear of recession, whilst turning to credit spreads suggests an expectation of growth. How do you navigate this potential collision course?
Join Adam Smears, Head of Fixed Income Research at Russell Investments, during a live webcast to hear how he uses this situation to his advantage when managing his portfolio. Adam will cover:
• Current fixed income investor sentiment
• Possible scenarios and outcomes
• How the Russell Investments Unconstrained Bond Fund is positioned to generate positive returns in any market.
Paul Ellis | Matthew BlumeOct 3 20193:00 pmUTC28 mins
Matthew Blume, portfolio manager and head of ESG research at Appleseed Capital, sees shareholder advocacy as an opportunity to influence the integration of ESG metrics into the long term value creation of companies owned in the Appleseed Fund (APPLX), for which his firm is the adviser. His efforts are part of the reason why APPLX ended 2018 with performance in the top 5% of it's Morningstar World Allocation category for one, three and ten years.
Paul Ellis | Eric Glass, Senior Portfolio Manager, Fixed Income Impact Strategy at AllianceBernsteinOct 10 20193:00 pmUTC35 mins
Listen to the story of how Glass created AllianceBernstein’s Municipal Impact Strategy to invest in underserved and low-socio-economic status communities. Glass explains how investing healthcare, education, mass transit, water/waste water and renewable energy infrastructure can generate a 4% tax-exempt yield on investment.
Colin Fleury & David MilwardOct 17 20199:00 amUTC60 mins
Date: Thursday 17 October 2019 | 10am
As the outlook for global growth becomes more uncertain and market sentiment more cautious, Head of Secured Credit, Colin Fleury, and Head of Loans, David Milward, portfolio managers of the fund, discuss current issues facing fixed income investors. Sharing how they are navigating the late cycle credit markets, they will expand on their asset allocation preferences in the current environment.
With the fund currently celebrating its 7th anniversary in 2019, the managers also offer thoughts on what they have learnt from managing the fund over the past seven years and how this will help them manage through a somewhat uncertain future.
•Trends in the underlying asset classes
•A 7 year milestone
•Performance and positioning
•Outlook and Q&A
Join us on 1 November at 10:00am BST / 11:00am CET for our quarterly asset allocation webinar. Yoram Lustig, Head of Multi-Asset Solutions EMEA, will discuss key asset allocation themes and ideas to help you position your portfolios and have more actionable conversations with clients.
The webinar is scheduled for the morning after the current Brexit deadline day, so Yoram can also address the immediate implications for investors and answer any questions you might have.
Veronica Broomes, CSR and Sustainability Consultant | Alex Ourris, PineBridge InvestmentsOct 29 20194:00 pmUTC45 mins
The ideal retirement or pension fund starts the drawdown phase only after decades of savings. Similarly, many benefits of ESG become more easily recognisable after multiple quarters or years. This long-term scope conflicts with wall street's penchant for quarterly earnings. Should short-term investors be thinking more like long-term investors? This webinar will discuss:
- Methods of valuing ESG
- Benefits of applying ESG decision frameworks to your portfolios
- How Pension funds look at potential investments
Moderated by - Veronica Broomes, CSR and Sustainability Consultant
Alex Ourris, VP Product Marketing Manager (EMEA), PineBridge Investments Europe
Triodos Investment Management | Guest Speakers and moderated by Andrea PalmerOct 30 201910:00 amUTC60 mins
Join Triodos IM and guest speakers Sebastian Hognabba of the Nordic Swan Ecolabel, Roland Koelsch of the FNG-Siegel, and Nicolas Redon from Novethic, for a live webinar discussing the European fund labeling landscape.
Why should investment managers label their financial products? How many funds are choosing to label? And who does this aim to serve and how?
Several of the major European fund sustainability labeling bodies will introduce their system and present how they arrived at their criteria to serve the needs of their local markets. As a group, we will explore how labeling organisations engage with their stakeholders to set standards that balance expectations, while maintaining a high bar. We will also discuss the role of country or sub-regional level labels in the light of an upcoming European-wide fund labeling scheme introduced by the European Commission.