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.
Economic data indicates a positive growth and inflation backdrop. Multi Asset portfolio managers Kevin O’Nolan and Nick Peters play this off against some of the current political developments and the asset classes and regions best placed to benefit.
The Factor Research Quarterly webinar series is designed to share our most recent insights into the state of equity factors around current market events and trends. This webinar will help you think strategically about your portfolio's factor exposure and will cover:
• A 2017 outlook through a factor lens
• Uncovering the link between monetary policy and factor returns
• Current factor valuations and forecasts
Register now to get an inside look at how our top factor experts are viewing the key issues in the global market.
• Michael Hunstad, Ph.D.,Director of Quantitative Research
• Matt Peron, Head of Global Equity
As this new year gets under way, emerging markets are caught between conflicting forces. On the one hand, they benefit from a revival in developed world manufacturing, rising commodity prices and improved domestic economic indicators. On the other hand, Donald Trump’s entry into the White House, along with his statements on international trade, casts something of a shadow over this promising outlook for emerging markets. Against this mixed backdrop, how is 2017 shaping up for emerging markets?
Tech Companies and Start-ups that aim to solve problems in the financial industry have a much harder time than those, that work on simple consumer products. That’s because the financial market is riddled with inefficiencies, which arise because of a number of separate, but equally important issues.
We'll discuss some of these issues in this webinar, such as:
-Regulations are being updated too slowly / Regulations are too complex / Complex Legislation
-Banks are still the most important power in the financial markets / Hegemony of banks in the industry / The everlasting strength of traditional banks
-Fintech products have weak popularity compared to other consumer products / Negative associations related to the whole Financial sector / Lack of consumer trust for financial products
-Hard to reach software developers with experience / Software Developers can’t be found / It’s hard to hire the right people for the job
-Data safety / User privacy / Safety of exchanging financial information
In his latest video update, Anthony Gillham, Co-Investment Director of Multi-Asset at Old Mutual Global Investors, discusses:
•Emerging market's outperformance
•Reason why the market is focussing on Trump's tax proposals
•Strong market returns and rise of US Equity market
During this webinar we will look at how Aggregate Industries and the ICI Pension Fund have used phased de-risking to take down their pension risk over time. We will discuss how Aggregate Industries implemented their £135m follow-on buy-in in 2016 and how the trustee of ICI used innovative umbrella contracts to move quickly, securing £2.7bn across five buy-ins in six months over 2016.
Join us for an update from Will James, manager of the European Equity Income Fund. On the webcast, Will covers:
• Europe’s positive growth picture
• The evolving opportunity set for income investors
• How the Fund is positioned to take advantage and the outlook going forward
As the front-line industry insider's look at the financial technology explosion,
"The FINTECH Book" is your primary guide to the financial technology revolution, and the disruption, innovation and opportunity therein.
It was the first crowd-sourced, Amazon best-selling book on FINTECH globally, representing thought leaders across 27 countries.
Now, the Editors are launching a new series of three books on InsurTECH, RegTECH and WealthTECH and are here to answer your nagging questions.
Join the Editors in this live webinar where they will discuss:
-InsurTECH, RegTECH and WealthTECH trends
-Success stories & lessons learned from investors, entrepreneurs, and visionaries
-New business & revenue models
-How will the respective sectors change
-Overview of The FINTECH Book Series which will be published by the leading publisher WILEY
- You can still vote for the best abstracts on www.TheFINTECHBook.com until 28 Feb 2017
The terms neo bank, challenger bank, and digital bank have been thrown around a lot in the FinTech space. Attend this panel session to get the full low down on what exactly these are, what differentiates them, and what impact they will have on the banking space.
The panelists will discuss:
-The key differences with neo, challenger, and digital banks
-Where are we in the innovation lifecycle?
-What are some of the challenges (business model, customers expecting free services), etc?
-What should incumbents be doing to keep their customers happy with all the new competition?
-Where digital banking is moving from digital banks vs digitized legacy banks
-Impact of 3rd party APIs on banking
Join us for an update from Thomas Moore, manager of the UK Equity Income Unconstrained Fund. On the webcast, Thomas covers:
• The rationale for taking an index agnostic approach to equity income investing
• A review of the major recent market drivers
• An update on the Fund’s positioning, activity and outlook
Two fund managers from RLAM's award-winning Fixed Income Team, Richard Nelson and Paola Binns review bond markets and consider the case for short duration funds, looking across the fixed income spectrum.
Please join Huw Davies, portfolio manager on the Old Mutual Absolute Return Government Bond Fund, for an update on portfolio performance and positioning.
Huw will also discuss the outlook for inflation-linked rates markets in the US and euro area amid the shift underway in western politics, and whether ‘reflation’ might shift the path of long-term interest rates.
Participant Dial In Number(s):
+44 (0) 20 3003 2701 - Standard International Access
0808 109 0701 - UK Toll Free
1 877 419 2272 - USA Toll Free
The seismic effects of PSD2 will hit banking hard in the next 18 months. And as the regulation lays the foundations for a new era of openness in financial services it is already disturbing the comfortable status quo. Banks will need to manage this revolutionary change and as the clock is ticking ever-louder towards the January 2018 deadline, we must look at what PSD2 involves, why it matters and identify threats and opportunities.
We'll explore how banks can transform and importantly, what happens if they don't. Now is the time - sink or swim, win or lose?
Bambos Hambi, Head of Fund of Funds Management, will provide an update on our MyFolio Range. The MyFolio Funds are carefully constructed risk-based portfolios which offer your clients a choice of active and passive investment strategies across five risk levels.
Partecipi al prossimo webinar con Sandra Crowl che parlerà delle attuali strategie globali e di investimento di Carmignac. Potrà inviare delle domande durante la conferenza, verranno prese in considerazione al temine della sessione.
LA CONFERENZA SARA’ IN ITALIANO.
Panacea Adviser has teamed up with BrightTalk and Rayner Spencer Mills Research for a free webcast to support and educate Financial Advisers.
There are numerous benefits of building a structured investment process, including:
•More time spent with clients
•A consistent and repeatable approach
•Reduced regulatory risk
•A more successful business
The ‘How to build an investment process’ webcast will provide you with some ideas on how to add some rigor to your Centralised Investment Process in order to get the most out of your business. We will clarify some of the FCA guidance within this area and demonstrate real, practical solutions to deal with it.
The webcast will run through the research and due diligence that is expected of you and provide examples of how to do it, so you are well prepared and resourced to do a good job. It will also cover off an investment matrix and investment committee oversight.
This thorough, best-practice session will be of real value to you and your firm and not one to be missed!
If passporting rights are lost to UK payments companies, then where should these companies move to become regulated so they can continue to access the EEA?
To answer this question the EPA has published a report comparing the most viable options for companies seeking to become authorised in the EEA. Having reviewed 15 countries, the report undertakes a ‘deep dive’ analysis of the six best countries to be considered.
A key aim of the Pyrford Global Total Return (Sterling) Fund is not to lose clients' money. Lars will update on the Fund’s performance during 2016 and its ongoing quest to generate real returns for investors. He will also discuss global markets, return expectations and opportunities for asset allocators during 2017.
BMO, Pyrford, 2017 outlook, multi-asset, Lars Nielsen
Political turbulences – it’s enough to mention US election and Brexit referendum – only added to the list of factors significantly affecting global asset allocation strategies in 2016, particularly in Europe and North America. Looking forward, how can wealth managers adjust their HNW clients’ portfolios in 2017 to make sure that they are not encouraged to try alternative investment managers?
This webinar sheds light into what is and will be driving investment choices in the European and American HNW space now and in 2017.
The Rathbone Heritage Fund - Outlook and approach with Carl Stick, Elizabeth Davis and David Harrison
Fund Managers, Carl Stick, Elizabeth Davis and David Harrison will give an introduction to the Rathbone Heritage Fund, highlighting the key differentiators and the investment process. They will also provide a detailed update on the fund in the current market environment, highlighting the performance, and where we are today.
Put your questions to the team 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 are unable to join us at 11am.
Join Fiona Harris, client portfolio manager for the JPM US Equity Income Fund, as she discusses the outlook for 2017, the US elections result and what this means for the fund's focus on high quality companies with sustainable dividend yields.
The webconference will run for 30 minutes with Q&A starting at 9.30am.
In questo nuovo inizio d'anno, i mercati emergenti sono stretti tra due forze in conflitto. Da una parte, beneficiano di una ripresa nel settore manifatturiero nel mondo sviluppato, l'aumento dei prezzi delle materie prime e il miglioramento degli indicatori economici locali. Da l'altra parte, l'ingresso di Donald Trump alla Casa Bianca, insieme alle sue dichiarazioni sul commercio internazionale, getta delle ombre sulle prospettive promettenti per i mercati emergenti. In questo contesto, cosa preannuncia il 2017 per i mercati emergenti?
In the fragmented world of digital payments, some merchants have shown that they are not willing to abdicate control of their valuable customer relationships to third party open mobile payment systems. Companies like Walmart, Target and CVS have announced their own in-app payment solutions to take control of the entire customer lifecycle from enrollment to checkout, even while continuing to support broader mobile payment initiatives sponsored by platform/OS companies.
This talk will discuss both sides of this rapidly-evolving phenomenon, and will help you decide if you need "your own damn Pay".
Mutual distributed ledger (MDL) identity schemes could empower people with personal data storage and management, permission frameworks for access by third parties such as banks insurers or governments, and even distributed reputation ratings.
Such applications could reduce financial fraud, costs, and crime, and increase returns, confidence, and security. MDLs are uniquely supportive of controlled distribution and sharing of digitally-signed documentation and could form the backbone to identity and authentication systems worldwide. In fact, some claim that identity authentication infrastructure is the ‘killer app’ for MDLs rather than payments.
While anti-money-laundering/know-your-customer/ultimate-beneficial-ownership processes are arduous for high-net-worth individuals, about 2.4 billion poor people worldwide lack official identification, about 1.5 billion over the age of 14.
This webinar will examine how MDLs might aid both rich and poor.
We will walk you through our Innovation Tank’s journey into the blockchain, from discovery to the current development of a Proof of Concept (PoC). We will explain the choices we have made so far, from both business and technical perspectives, and will attempt to cover in simple terms the main difficulties and opportunities we have encountered. We are also hoping to give you a quick demo of our PoC to illustrate our point.
The payments industry has come under the microscope again as a means to apply blockchain technology. From tracking welfare payments by the government, to banks improving their payments products, to cross-border remittances becoming cheaper and easier, there is no stopping the impact the technology continues to have.
This panel will open up the debate and discuss the following and more:
-What is the effect of a distributed ledger solution on costly payment processing infrastructure?
-Can blockchain technology make payments more secure?
-Industry experts' experiences and applications
-Future opportunities and risks involved
Digital identity has been a popular blockchain use case because of all the obvious benefits the technology can provide. On the flip side, the emergence of the IoT and all the data that we now have available has opened up many doors for improving the way we are able to authenticate who people say they are, wherever, whenever.
Join this panel where we will discuss:
-The difference between blockchain and shared ledgers and why this is important
-Is data from the IoT a benefit to digital identity, or does it propose an added challenge?
-How will blockchain technology help with authentication for e-commerce and foreign payments, especially for digital nomads?
-Who gets to manage your identity?
-Can blockchain help secure data collected from the IoT?
-What would be the impacts of a decentralised system to IoT and digital identity?
As adoption of distributed ledger technology (DLT) in the financial services industry moves ever closer, discussion is progressing to the next level of detail on questions of identity, governance and jurisdiction.
The majority view – shared by industry consortia and regulators - is that DLT networks in financial services will need to be private, permissioned environments in which all participants are fully identifiable, in contrast to the pseudonymous approach taken by Bitcoin.
This webinar will explore requirements for identity in the context of industry-strength DLT networks, and highlight key considerations for industry participants going forward.
The proliferation of non-bank payment solutions available in today’s marketplace has made it increasingly difficult for financial institutions to strengthen client relationships and retain account holders, especially millennials and younger customers.
With the migration of banking activities to online and mobile channels, physical branch locations are challenged to stay relevant. Leveraging advances in technology, in-branch card issuance gives issuers the opportunity to transform the branch experience and offer services to align with consumers’ lifestyle: immediacy, flexibility, and convenience.
The migration to EMV allows financial institutions the opportunity to expand their card issuance platforms and reconnect with their cardholders. This presentation will discuss the practicality of in-branch chip card issuance and will outline how instant issuance technology can be leveraged to revitalize these valuable relationships.
The Blockchain is usually synonymous with Bitcoin, the now famous digital currency, but the potential for the alternate ledger in finance, and beyond is huge. Be it governments, currencies, contracts or entertainment. There's more to the Blockchain than Bitcoin.
Join George Popsecu as he gives you his first-hand experience with two new uses for blockchain:
- gatecoin - A technology platform for Blockchain - with application in trading and initial coin offerings, Bitcoin, Ethereum and digital currencies
- FirstBlood - A blockchain based E-Sports betting platform that received the fastest ICO (Initial Coin Offering) in history.
Digital payments saw an increase in popularity last year and doesn't show any signs of slowing down. With more and more countries supporting the fight to go cashless, will 2017 truly be the year of digital payments?
Join this panel where industry experts will discuss:
· Digital Payments v the need of the consumer for instant gratification are they compatible.
· Consumers say they want to deal with banks for security v Fintech and understanding consumers what they want
· Data and the limitations of what goes down card scheme rails
· Closed loop digital payment solutions v new schemes v open loop who will win
· How long until the majority of consumers no longer feel the need to carry some cash, or is that an unrealistic expectation
· Will increasing regulation mean frictionless digital payments become a mirage
After a year of strong performance for fixed income, plus expectations of tighter US monetary policy in 2017, conventional wisdom suggests that bond markets are poised for a correction. But we find lessons from 2004 that point to the contrary.
Join Robert Vanden Assem and Jonathan Davis from PineBridge Investments’ Developed Markets Fixed Income team as they discuss:
- Similarities between the last rate hike cycle in 2004 and today
- What’s different this time around
- Our outlook for fixed income, as well as potential opportunities for investors
From paying your rent, to that cup of coffee - every payment in the world goes through a mind-bending number of channels, companies, networks, technologies and sets of eyes. Until recently. New technology in the payments sector, from encryption & authentication to digital currencies and open APIs have opened up new avenues for moving money, and new challenges too.
So join this panel of industry heavyweights as they discuss the world that holds, up the world of money, what challenges lie ahead, and what our world of payments may look like in the future. Featuring:
- Steve Kirsch, CEO & Founder, Token - A revolutionary open Banking platform
- Jason Gardner, CEO & Founder, Marqeta - The innovative payment platform
& More TBC
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 whilst considering the Outlook for the next quarter. There will be an opportunity to pose your questions directly to Andrew.
Audience dial in numbers
Standard International Access
+44 (0) 20 3003 2701