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UK Financial Advisers

  • Down With the Wall: Product Development Barriers in FinTech Down With the Wall: Product Development Barriers in FinTech Mateusz Lukaszewski, CEO at Ideas On Feb 23 2017 1:00 pm UTC 45 mins
    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
  • 2017: attenti a quello che desiderate 2017: attenti a quello che desiderate Sandra Crowl, Membro del Comitato Investimenti Recorded: Feb 17 2017 30 mins
    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.
  • How to build an investment process How to build an investment process Derek Bradley, Panacea Adviser & Geoff Mills, RSMR Recorded: Feb 16 2017 36 mins
    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
    •Cost efficiency
    •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!
  • Passport to the Future: Options for regulated companies to access EEA Passport to the Future: Options for regulated companies to access EEA Tony Craddock (EPA), Peter Howitt (Ramparts Law Firm), David Parker (Polymath Consulting) Recorded: Feb 15 2017 47 mins
    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.
  • Outlook for Critical US Small Cap Sectors Outlook for Critical US Small Cap Sectors Geoff Dailey, CFA; Jon Stephenson, CFA; Eric McLaughlin, CFA Recorded: Feb 14 2017 41 mins
    In this webcast our senior equity research analysts in energy & financials and healthcare will discuss our outlook for the year and where we see challenges in the following sectors:

    Energy - Our reasons for optimism; Why we believe a rebound on profits is underway; Rewarding the fittest

    Financials - Improving fundamental outlook and reasons for investing;
    Deregulation; How various scenarios might play out

    Healthcare - Legislative Landscape; Valuations; M&A; FDA Approvals
  • Schroder European Real Estate Investment Trust Schroder European Real Estate Investment Trust Tony Smedley & Andrew MacDonald, Schroders Recorded: Feb 13 2017 42 mins
    Launched on 9 December 2015, the Schroder European Real Estate Investment Trust targets growth regions in Continental Europe and aims to provide a regular and attractive level of income together with the potential for long-term income and capital growth.

    Please join Tony Smedley, Head of Continental European Real Estate Investment, and Andrew MacDonald, Head of Real Estate Finance, as they provide an update on the trust.
  • Stranger than fiction: how has it come to this and where do we go from here? Stranger than fiction: how has it come to this and where do we go from here? Ewan McAlpine Recorded: Feb 10 2017 26 mins
    Senior Client Portfolio Manager Ewan McAlpine offers a six monthly overview of fixed income markets, touching on all areas from gilts to high yield.
  • JPMorgan Investment Funds - Global Macro Opportunities Fund JPMorgan Investment Funds - Global Macro Opportunities Fund Shrenick Shah, Mark Richards and Nicola Rawlinson Recorded: Feb 9 2017 44 mins
    Please join Shrenick Shah, Portfolio Manager for the Global Macro strategy; Nicola Rawlinson, Client Portfolio Manager in Multi-Asset Solutions; and Mark Richards, Global Strategist in the Global Multi-Asset Strategy Team, for an update on the macro environment and the positioning and performance of the strategy’s flagship fund, Global Macro Opportunities Fund.

    By using a fundamental, flexible approach, the fund aims to capitalise on macroeconomic trends to drive positive returns over the medium term and through different market environments. The fund leverages the expertise of an experienced team of investors, who reflect their macro views by investing flexibly across asset classes using a selection of traditional and sophisticated investment strategies.

    Don’t miss this opportunity to put forward your questions, and discover how we distil our view of the world into macro themes that provide a robust framework for investing.

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  • JOHCM Asia ex Japan Fund & Asia Small Mid Cap Fund- Q4 2016 JOHCM Asia ex Japan Fund & Asia Small Mid Cap Fund- Q4 2016 Samir Mehta Recorded: Feb 9 2017 29 mins
    Samir Mehta, manager of the JOHCM Asia ex Japan Fund and Cho-Yu Kooi, manager of the JOHCM Asia ex Japan Small & Mid-Cap Fund discuss their investment philosophy and approach and gives their thoughts on the current outlook for the Asia region.
  • Your Guide to ESG Reporting Your Guide to ESG Reporting London Stock Exchange Group Recorded: Feb 9 2017 149 mins
    Join us to learn about how companies can provide effective ESG reporting and investors can use this information for investment decisions. Hear from organisations including the UN PRI, Aviva, Unilever and CCLA Investment Management.
    ======
    Agenda:
    ======
    09:00 Welcome & role of LSEG in enabling issuer-investor communication
    09:15 Sustainable Stock Exchanges: Market need for ESG Guidance
    09:35 Launch of LSEG Guidance
    09:55 Investor panel: Challenges, Expectations and Approaches
    10:40 Issuer panel: Challenges, Perspectives and Opportunities
    11:25 Closing remarks

    View the full agenda and speaker information: http://www.lseg.com/events/guidance-esg-reporting-investors
  • Quarterly Insights: A Dual Purpose Approach to Diversifying Pension Assets Quarterly Insights: A Dual Purpose Approach to Diversifying Pension Assets Dan Kutliroff, Senior Retirement Solutions Specialist; Paul Smith, Senior Client Investment Officer Recorded: Feb 8 2017 28 mins
    Please join us for our quarterly retirement webinar where we will focus this quarters topic around taking a look at the post-election landscape, and what that means for pension plans, and how you can use diversification creatively to meet varying objectives.

    Our webcast will focus on three key areas:
    1.Market Update – post election outlook for pensions
    2.Portfolio Strategy – leveraging diversification in a return-seeking and liability hedging construct
    3.Case Study – constructing a risk-managed growth portfolio to meet plan objectives

    Speakers:
    •Dan Kutliroff, Senior Retirement Solutions Strategist
    •Paul Smith, Senior Client Investment Officer

    Register now for this quick, yet informative, 30 minute update to explore the most pressing items impacting retirement plan management.
  • How effective is the “True Styles” methodology? How effective is the “True Styles” methodology? Erik Rubingh, Chris Childs Recorded: Feb 8 2017 28 mins
    Erik Rubingh, manager of the Global Equity Market Neutral Strategy, will explain the impact of the unique ‘True Styles’ methodology on raw equity factor performance. Chris Childs, Director in the Multi Strategy Investments team, will then highlight the appeal of the strategy from the perspective of building a multi-asset portfolio.
  • Q&A Session:  Henderson UK Absolute Return Strategy Q&A Session: Henderson UK Absolute Return Strategy Luke Newman Recorded: Feb 8 2017 42 mins
    On 8th February at 15:00 CET, Fund Manager Luke Newman will host a Q&A webcast for the Henderson UK Absolute Return strategy. The ‘Question Time’ format allows investors to raise topics in advance of the call. It will also be possible to submit questions during the webcast.
    During the session Luke will address investor questions as well as summarising:
    •2016 performance
    •Activity within both the Core and Tactical books
    •Why political and economic uncertainty warrants a ‘barbell’ strategy
    •Outlook for 2017 – potential winners & losers
    If you have a specific question you would like answered during the webcast, please email your sales representative. Luke will endeavour to answer this during the session.
  • Execute on Innovation Execute on Innovation Monitise and Innovate Finance Recorded: Feb 8 2017 61 mins
    Never has there been a more exciting time to work in banking and financial services. Whether it’s rising consumer expectations, the possibilities of new technologies and ways of working, changes in regulation or the new challenges from the thriving UK FinTech sector, it’s clear now is the time for the established businesses in this space to act.
     
    Now is the time to move beyond the ‘innovation theatre’ - typified by the siloed or hidden-away labs, skunkworks, hackathons and accelerators. Now is the time for a new approach to innovation, geared towards getting new products and services to market, into consumers hands, and iterating based on real-world experience and feedback. That’s real innovation.
     
    This webinar contains a small selection of bright ideas we believe can solve genuine customer problems. They range from the pragmatic starting points, fixing some of the fundamental challenges banks face, through to the more inspired and leading edge concepts. What they all have in common is that they are innovations that can be executed on today, this is not sci-fi, this is not ‘innovation theatre’ this is about how to #ExecuteOnInnovation
  • JOHCM UK Equity Income Fund - Q4 2016 JOHCM UK Equity Income Fund - Q4 2016 James Lowen and Clive Beagles Recorded: Feb 8 2017 32 mins
    Co-managers James Lowen and Clive Beagles review the Fund's quarterly performance and portfolio activity as well as current portfolio positioning.
  • Fidelity Global Dividend Fund - 5 years on Fidelity Global Dividend Fund - 5 years on Dan Roberts Recorded: Feb 8 2017 44 mins
    As he celebrates 5 years at the helm of the Fidelity Global Dividend Fund at the end of January, portfolio manager Dan Roberts reflects on the key themes and positions that have enabled the fund to deliver a top decile performance since launch. In this live and interactive webcast, he will also outline the sectors where he expects to find the best dividend growth opportunities over the next year. Listening to this webcast qualifies for 45 minutes of CPD endorsement.
  • Old Mutual Corporate Bond Fund Update - Q4 2016 Old Mutual Corporate Bond Fund Update - Q4 2016 Lloyd Harris Recorded: Feb 7 2017 21 mins
    Old Mutual Corporate Bond Fund Update - Q4 2016

    Participant Dial In Numbers:
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  • Bob Browne: Higher Rates....Good or Bad? Bob Browne: Higher Rates....Good or Bad? Bob Browne, CFA - Chief Investment Officer Recorded: Feb 6 2017 4 mins
    The Fed held steady last week, but make no mistake about it: interest rates are heading higher. Bob Browne explores what this means for risk assets.
  • 2017 Fintech predictions and why start-ups should join an accelerator 2017 Fintech predictions and why start-ups should join an accelerator Yossi Hasson, Managing Director at Techstars Recorded: Feb 2 2017 40 mins
    Yossi Hasson, MD of the Barclays Techstars Accelerator, a successful entrepreneur, mentor and angel investor is about to embark on running the second Barclays Techstars accelerator in Cape Town.

    Working with Barclays they will look to bring in the best fintech startups from around the globe to disrupt the financial industry. With his finger firmly on the pulse, Yossi has compiled his predictions for fintech for Africa in 2017.

    So why should fintech startups be intersted in joining the Barclays Techstars accelerator? Yossi will take you through the benefits of the programme, how you can make 1 years worth of progress in 3 months and how to deliver a kick ass application to join Techstars.
  • Finding dividends in Asia Finding dividends in Asia Jochen Breuer Recorded: Feb 2 2017 11 mins
    Investors are increasingly looking to Asia for dividends. Fidelity Asian Dividend Fund manager Jochen Breuer believes the key to generating consistent returns lies in companies with sustainable business moats that can generate stable returns over time. From a universe of thousands, which stocks best embody this potential?
  • ESG Quarterly: Engaged and Engaging ESG Quarterly: Engaged and Engaging Hosted by Jessica Ground, Global Head of Stewardship Recorded: Feb 1 2017 39 mins
    Join Schroder's ESG Team for this new webinar series aimed at bringing you the Team's latest research highlights. This session, we will present the findings from our Global Investor Study related to ESG, including which counties and demographics are most engaged, and what challenges does this create for investors. Next, we will turn to our recent Global ESG engagement activity and run through our recent research on US Corporate Governance trends, with insights into our pre 2017 AGM season engagement topics. Finally, we will discuss our cutting-edge research on the Emerging Markets where we have been doing some focused work engaging on bribery and corruption.
  • Quilter Cheviot MPS Q4 2016 review & 2017 positioning Quilter Cheviot MPS Q4 2016 review & 2017 positioning Simon Doherty & Scott Stevens Recorded: Feb 1 2017 30 mins
    Join Simon Doherty, head of Quilter Cheviot’s Managed Portfolio Service (MPS), for an overview of the key drivers of performance in Q4 2016, the changes recently implemented to our strategies and an update on our current positioning and asset allocation. The webinar will be hosted by our Head of Business Development, Scott Stevens, and gives you an opportunity to ask any questions that you may have.
  • UK Equity Income: update and outlook for 2017 UK Equity Income: update and outlook for 2017 Martin Cholwill Recorded: Feb 1 2017 33 mins
    Senior UK Equity Income Fund Manager Martin Cholwill will look back at 2016 and offer his outlook for the year ahead, updating on the positioning of the RL UK Equity Income Fund.
  • JOHCM Japan Fund - Q4 2016 JOHCM Japan Fund - Q4 2016 Scott McGlashan and Ruth Nash Recorded: Feb 1 2017 24 mins
    Scott McGlashan and Ruth Nash, co-managers of the JOHCM Japan Fund and the JOHCM Japan Dividend Growth Fund, reviews performance and portfolio activity of the Fund over Q4 2016.