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.
Craig Hall, Legal & General Mortgage ClubRecorded: Nov 23 202033 mins
Is now the right time for clients to make that all-important move? Should they take the plunge and invest in home improvements or that extension they have always wanted? If they're working from home indefinitely, should a client consider building a home office?
Join the Mortgage Club and our guest panellists as they discuss all this questions and more as part of a broader look at the current state of the mortgage market. This discussion will take in high LTV's, stamp duty changes, help-to-buy, shared ownership, further advances and 2nd charges, and how the current climate is affecting these.
Participating Lenders are:
Leeds Building Society
United Trust Bank
Alex Gunz, Heptagon Future Trends Equity Fund ManagerRecorded: Nov 23 202035 mins
A growing global population, shrinking natural resources and rapid technological change. The future matters. For almost nine years, here at Heptagon we have been writing about, and investing in, the key future trends, that we believe will shape the world for the medium term. Our aim is to identify those trends that should broadly grow in importance, regardless of failing GDP, government intervention or increased regulation. The Heptagon Future Trends Fund offers a pan-thematic approach to the quality businesses of today, we judge best-placed to benefit from this future, investing in everything from cloud to wind, and fish to chips. The Fund is concentrated with a strong emphasis on ESG considerations.
Alejandro Arevalo and Reza KarimRecorded: Nov 23 202037 mins
Emerging market debt has recently been dominated by external factors like US fiscal stimulus, US elections and developed market lockdowns, because these headlines have driven overall risk sentiment. Amidst the headline noise, investors risk missing out on the internal and country-specific drivers of emerging markets. We argue that with some key headline risk in the rear view mirror, investors cannot ignore the emerging market debt asset class, as it offers some of the most attractive yields in a world of ultra-low or negative rates, as well as the potential of high risk-adjusted returns. The key is to be selective, but given the diversity of the region it is difficult to separate the good from the bad. On Monday 23 November at 9am join Alejandro Arevalo, Fund Manager, Reza Karim, Assistant Fund Manager, and Matthew Morgan, Investment Director, as they discuss the changing market dynamics and how they’ve repositioned their funds to navigate these unprecedented times. This will be followed by a Q&A session where you will have the opportunity to submit questions directly to the team.
John Keppler, Chairman & CEO of Enviva LPRecorded: Nov 20 202033 mins
Keppler explains how 3.5 million metric tons of sustainable wood pellets allow heat generators and power producers to reduce their carbon footprint by up to 85% on a lifecycle basis and help meet their renewable energy generation goals. Enviva has generated an annualized total return to unitholders of about 24% since its initial public offering in 2015 and just this week reaffirmed its full-year distribution guidance in a COVID-19 environment.
Enviva's first ever Corporate Sustainability Report is available at the Attachments tab of this podcast - Displace Coal; Grow More Trees; Fight Climate Change
Mark Foster, Global Head of Pensions Solutions, Aberdeen Standard InvestmentRecorded: Nov 20 202045 mins
In this session, Mark Foster, ASI’s Global Head of Pension Solutions, will discuss the current increase in pressure on DC schemes to consider the impacts of ESG and what approaches could be taken to better integrate ESG considerations into their default and member selected investment offerings.
Katherine Davidson, Portfolio Manager/Global Sector Specialist at SchrodersRecorded: Nov 19 202024 mins
Davidson explains how those corporations with good customer relationships and more sustainable corporate cultures pre-pandemic are more resilient during the pandemic, starting at the Board level and including a strong investment in their employees.
Schroders Global Sustainable Growth Fund details are linked at the Attachments tab of this podcast program.
Lauren Wilkinson | Pensions Policy InstituteRecorded: Nov 19 202041 mins
The current regulatory landscape for ESG and what schemes have been doing in response to regulatory changes (as well as examples of those that have been leading the way on ESG)
The key considerations schemes need to take into account when designing an ESG strategy
Barriers to greater engagement with ESG considerations
The need for schemes to monitor the engagement and stewardship activities being undertaken on their behalf by external asset managers
In this webinar, Benji will discuss how they are investing in high growth UK businesses and will highlight the key contributors to their performance success, their current investment outlook and their portfolio strategy in the continued uncertain environment.
Paul Niven and Keith Balmer, BMO Multi-Asset TeamRecorded: Nov 19 202050 mins
What are the benefits of blending a low-cost, actively managed fund into your portfolio?
Join our multi-asset team for this webinar as we celebrate 3 years of the BMO Universal MAP range. In this webinar, Paul Niven and Keith Balmer share their experiences and outlook on the markets and discuss how this range has continued to outperform and deliver value for clients, despite the challenging economic backdrop.
Rahul Banerji, Neil Wise, Sarj Panesar, Carl Palmer, Bob CurrieRecorded: Nov 19 202048 mins
The investment funds industry continues to experience severe pressure on margins, according to a recent Funds Europe survey, with 78% of respondents saying this is forcing fund management companies and their asset servicing partners to recraft their revenue management and pricing strategies.
Join us on 19 November to hear how companies are adapting their pricing models to protect net income and to support product innovation. How will advances in trading strategies, and changes in the regulatory framework, drive up the importance of pricing transparency? What are the risks attached to pricing inaccuracies? And where should firms invest in technology, data innovation and trade analytics to deliver revenue resilience?
As part of the panel discussion we shall also be pleased to take audience questions, subject to time. The panel includes:
• Rahul Banerji, Head of Pricing and Billing Sales, Europe, Oracle Financial Services
• Neil Wise, Global Head of Sales and TA Network Management, Investment Fund Services, Clearstream
• Sarj Panesar, Global Head of Business Development, Societe Generale Securities Services
• Carl Palmer, Chief Product Officer, MFEX
For more of the latest thought leadership from global experts on institutional & retail markets, traditional & alternative investments, front & back office, visit Funds Europe's Webinars Channel.
Please email Sam Buttress at email@example.com with any questions or enquiries.
Oliver Madden | IHS Markit | Director, Securities LendingRecorded: Nov 19 202061 mins
Securities lending best practice and meeting the expectations of the 2020 UK Stewardship Code
The 2020 version of the UK Stewardship Code sets high expectations for how investors, and those that support them, invest and manage money on behalf of UK savers and pensioners, and how this leads to sustainable benefits for the economy, the environment and society.
Yet in its Review of Early Reporting published on 30th September 2020 the Financial Reporting Council noted that in general signatories’ approaches to stock lending had been under-reported. This session will explore what best practice securities lending programme oversight looks like and how signatories to the Code can enhance their Code reporting to satisfy the raised expectations of the FRC.
Adrienn Sarandi, Vicki Bakhshi, Pavan Bhardwaj, Joanne EthertonRecorded: Nov 19 202077 mins
The session will consider how trustees should best respond to the climate emergency and considers the factors that need to be considered when restructuring the portfolio. It will also consider the DWP’s recent consultation on climate risk reporting and the responsibilities for trustees that arise from that.
Danny Belton, Legal & General Mortgage ClubRecorded: Nov 19 202038 mins
As the COVID-19 pandemic stretches on, our reliance upon technology continues to grow. In this session we will discuss how brokers can get smarter by embracing available technology to ensure their ability to write business remains seamless and effective, and in particular the benefits of using Electronic ID & V technology.
You can also find out more about the Mortgage Club's newest innovation - SmartrFit, which combines an affordability calculator and criteria search tool.
Nick Fitzpatrick, Declan Murray, Emma Love, Andrew Kehoe, Kevin Mullen, Isabelle PorteRecorded: Nov 19 202046 mins
CACEIS and Funds Europe invite you to listen to a panel discussion concerning fund governance in Ireland – a discussion that takes place in the wake of the recent publication by the Central Bank of Ireland’s outcomes of its thematic review of fund management companies.
Fund governance is currently one of the key topics in the Irish fund industry with increased pressure from regulators and investors. The prospect of new regulations around CP86 and AIFMD II means more change for the industry as it responds to new investor challenges.
Nick Fitzpatrick, Group Editor of Funds Europe, will moderate a panel of experts who will talk about key issues for Irish funds and also consider some of the findings from a CACEIS/Funds Europe governance report published earlier this year that covered topics ranging across ManCos, ESG and diversity.
“We are delighted to partner with Funds Europe to present this research on Governance. As we have seen with the recent Central Bank of Ireland CP86 thematic review and the findings which have just been published, Governance is a crucial issue for the success and growth of our Industry”
Isabelle Porte, Country Managing Director, CACEIS in Ireland
The expert panel discussion takes place with the participation of:
•Declan Murray, Director of Management Company Services, Amundi Ireland
•Emma Love, Head of Compliance, TOBAM
•Andrew Kehoe, Fund Consulting & Head of Legal, KB Associates
•Kevin Mullen, Head of Markets Policy, Central Bank of Ireland
The panel discussion will consider the outcomes of the thematic review and the related rules on Fund Management Company effectiveness (CP86).
Time permitting, the panel will also consider regulatory issues further afield, such as AML and data governance.
As part of the panel discussion we shall also be pleased to take audience questions, subject to time.
Alex Rowe, Lead Portfolio Manager - Global Sustainable EquityRecorded: Nov 19 202045 mins
An introduction to the Nomura Global Sustainable Equity Fund: Hear Global Sustainable Equity Lead Portfolio Manager Alex Rowe and Business Development Director Thomas Mauseth discuss:
- The importance of impact awareness for a sustainable strategy
- How the team Identify stocks that offer the potential for both societal benefit and financial return
- Ensuring the accountability of both investee companies and ourselves through transparent reporting
- How engagement for impact can drive better outcomes and the growing importance of collaboration
Global Macro Portfolio Management teamRecorded: Nov 19 202035 mins
Please join the Macro Strategies team for an update on their macro and market views, positioning and recent performance. The team will refer to data for the JPMorgan Investment Funds — Global Macro Opportunities Fund as representative of the funds they manage.
The Macro Strategies team follows a macro, focused and flexible approach, investing in long and short positions across equity, fixed income, currency and gold, globally. Don’t miss this opportunity to discover how they are positioning for the current macro and market environment, and put forward your questions in a live Q&A
Standard International Access - +44 (0) 20 3003 2701
Hywel George, Director of investmentsRecorded: Nov 19 202039 mins
Join Hywel George, Director of Investments, as he explores the likely policies of President Biden and how they may affect markets, globally and here in South Africa. And what would Kamala do were she to take over?
From recycling, paperless ticketing on public transportation, to a surge in electric vehicles and ride-sharing, people in China are realizing the importance of environmental protection and are adapting their lifestyles accordingly.
In this video, KraneShares cultural analyst, Xiabing Su, takes the NIO ES6 for a test drive to learn more about the new energy automobile industry. She also explores the Chinese government’s plan for carbon neutrality by 2060, the direction of China’s future economy, and the KraneShares MSCI China ESG Leaders UCITS ETF (Ticker: KESG). KESG offers exposure to Chinese companies that focus on contributing to a more environmentally sustainable economy.
Joseph Lake, Chief Operating Officer at The Climate Service (TCS)Recorded: Nov 18 202029 mins
Lake describes Climate Risk as the largest idiosyncratic risk in the world left unmeasured by asset managers and companies. Investors can capture climate change opportunities not yet priced into company data by the markets.
The Forrester New Wave: Climate Risk Analytics, Q3 2020 ranks The Climate Service among the eight providers that matter most and how they stack up. Link to details at the Attachments tab of this podcast.
Mike Ambery, Mark Van den Berghen, Alex RushRecorded: Nov 18 202090 mins
Join the PMI Eastern Region group and our expert speakers in exploring the considerations around moving to Master Trust, how appointing a preferred IFA can improve DB member decision making and a topical legal update.
Paul Hopton, Legal & General Mortgage ClubNov 24 202010:30 amUTC30 mins
Join our panel as we take a deep dive into what's happening with the Later Life Lending market, focusing upon the latest for Rio, Equity Release, Bank of Mum & Dad, Bank of Nan & Grandad, and how later life lending is helping the younger generation.
Participating Lenders are:
Legal & General Home Finance
Join Nick Henderson, Director of our Responsible Global Equity Fund, on our quarterly updates on the Responsible Global Equity Fund. We will also give you the opportunity to ask Nick any questions you have on the fund as part of a Q&A session at the end of the webinar.
Derek McLay, Chris BoxallNov 24 20202:00 pmUTC45 mins
This year has seen record levels of investment into sustainable and responsible investment. The same can be said for the year previous and the year before that. ESG investing is an undeniable and perpetual growth story which is not slowing down and is expected to be a significant part of financial advice in the future.
But what about ESG & AIM? How does AIM perform against ESG principles and what opportunities in ESG does AIM have to offer?
Join myself and our cofounder and co-managing director Chris Boxall where we will be discussing this in more detail.
Sasha Evers, Director General de BNY Mellon Investment Management para Iberia y LATAMNov 24 20203:00 pmUTC60 mins
Durante la conferencia web con Sasha Evers, Director General de BNY Mellon Investment Management para Iberia y América Latina se enfocará en los siguientes temas:
¿Cuáles son las principales características del mercado de los Bonos Municipales Estadounidenses?
¿Por qué tiene sentido incluir estos bonos municipales en una cartera diversificada?
¿Dónde estarán las oportunidades y riesgos en los mercados de bonos municipales estadounidenses después de las elecciones?
Michael J. Dugan, CFA: Executive Director and Client Portfolio Manager, Nomura Corporate Research and Asset Management IncNov 24 20203:00 pmUTC30 mins
Join Michael Dugan, CFA, Executive Director and Client Portfolio Manager for Nomura Corporate Research and Asset Management Inc., for a discussion covering:
- Sector expectations/outlook given the outcome of the US election
- Covid-19 vaccine updates and their impact on economic recovery
- Where we are seeing high yield opportunities for 2021
Mobeen Tahir, Research, WisdomTreeNov 25 202010:00 amUTC30 mins
An economic recovery and rising inflation bodes well for industrial commodities but the metals with the greatest potential could depend on how ‘green’ the recovery is.
Electric vehicles need various metals, but not necessarily the same ones as internal combustion engine cars. Platinum and palladium are not needed in pure battery cars but nickel, cobalt and graphite for example are needed for battery cars (and less so in pure ICE cars). However both types of vehicles require copper and silver but in different proportions. In part iv of this series of 30 minute webinars, we will take a closer look at the use of different metals in the drive for green vehicles.
Across this series we will also consider the key forces fuelling industrial metals right now, which are:
+ Investors are seeking inflation hedges as prospects for prices are rising
+ Industrial demand is rising across US, Europe, and China as they recover from the deep COVID-19 recession
+ Fiscal and monetary stimulus are likely to see a rise in commodity-intensive infrastructure spending
+ In Europe a ‘green recovery’ is sought as the European Commission remains committed to its climate goals
Other webinars in this series:
+ Part i: A greener world for precious metals - Spotlight on Palladium & Platinum
+ Part ii: A standout winner as vehicles de-carbonise - Spotlight on Nickel
+ Part iii: The demand for increasing robustness of grid infrastructure - Spotlight on Copper
Anish Rav, Head of Client Strategy, Atlas Master TrustNov 25 202010:00 amUTC45 mins
Anish Rav, Head of Client Strategy, will discuss Atlas’ forthcoming white paper on whether DC consolidation has to involve compromising quality and accepting standardisation. He will explain how moving to master trust does not mean employers having to accept a ‘one size fits all’ approach, the options available for delivering a tailored solution and how each employer’s objectives can still be recognised and met.
Adam Sheldon, Legal & General Mortgage ClubNov 25 202010:30 amUTC30 mins
With an increased focus on remote working, join our panel to understand the benefits of using a technology-backed conveyancing solution. If your local conveyancer continues to operate out of filing cabinet, then perhaps its time to rethink your approach and embrace an online provider, as opportunities exist for brokers to work with conveyancing partners.
Mike Clements, Pras Jeyanandhan and Kevin AddisonNov 25 202011:00 amUTC60 mins
For investment professionals only.
Launched in November 2020, the managers of this European income fund seek to generate returns by identifying high quality companies that have a long term sustainable competitive advantage, with potential to generate growth over time. At the point of entry the valuation of the company is attractive to the fund managers, either because it has fallen out of favour in the short term, or because it is “off the radar” of many other investors.
Meet the fund managers in their first introductory webinar.
The Jupiter Merlin team continue their webcast series with two new dates in November and December.
As the investing environment shifts yet again – with the prospect of a new US President, the final phase of Brexit, and even perhaps a Covid-19 vaccine on the horizon – the Jupiter Merlin team are here to help you make sense of a strange world and keep your finger on the pulse of a fast-moving investment environment. These webcasts will be conducted in the usual format covering a key theme, followed by ‘Irvine’s insights’ on the economic and political news of the past few weeks.
This will be concluded with a Q&A session so you can submit your questions to the team. To register, please click the links below.
The end of year deadline has become increasingly important for Executive Pension customers. Join Zurich for our last webinar of 2020 where we'll demonstrate the Max Funding opportunity that exists and we'll answer all your difficult queries.
In this webcast, Portfolio Manager Luke Newman will be outlining the team’s latest performance, outlook and positioning for the Janus Henderson United Kingdom Absolute Return strategy, with the opportunity for the audience to raise questions live during the session.
Nikos Karelos/John Mallios, Profile Software | Carl Jabbour, Fiduciam Ltd. | Simon Bateman, Allica BankNov 26 202010:00 amUTC45 mins
If you are a Digital bank, a conventional bank, or a marketplace lender, do not miss this webinar! Learn how to competitively address loan management challenges in the new normal and meet the shifting requirements while maintaining client satisfaction.
Join Profile Software's Nikos Karelos, Banking Director, and John Mallios, Banking Solutions Director, Fiduciam's Carl Jabbour, Head of Investor Relations and COO and Allica Bank's CIO, Simon Bateman, in a discussion on how to best address the loan management requirements in the New Normal. Our two guests field experts explain how modern solutions helped them, to continue working during lockdown and even more so, to grow and expand their business, post covid.
This webinar focuses on the impact of the new normal on loan management and, how a proactive approach to a digital transformation journey, with cost-effective & compliant solutions, can help firms work and excel in their field without extra costs.
Mike Clements, Pras Jeyanandhan, James Lynch, Josh McCathie and Lawrence GoslingNov 26 202011:00 amUTC60 mins
For investment professionals only.
'The Great Income Hunt' will be hosted by the Editor-in-Chief of What Investment, Lawrence Gosling, and feature discussions with the fund managers of our two specialist equity income funds: VT Downing European Unconstrained Income Fund and MI Downing Monthly Income Fund.
They will outline the challenges faced by income seekers in today's market, and reveal how they are trying to solve this growing problem with examples of exciting opportunities.
Throughout 2020, investors have witnessed unprecedented volatility within the European Corporate Bond market. Policy response has been strong, both in terms of its size and speed, which has provided a trifecta of stimulus (low interest rates, quantitative easing and fiscal support) for the market. As we look towards 2021, how will experiences from 2020 shape our portfolio construction views across Investment Grade markets.
In this upcoming webcast, Tim Winstone, Corporate Credit Portfolio Manager, delves into where we believe the alpha opportunities lie ahead for the European investment grade market, positioning for the Janus Henderson European Corporate Bond Fund and an outlook for the market, including the impacts of:
• Resurgence of second lockdowns and the impact on company fundamentals/global growth;
• Lingering risks that could impact the future performance of credit markets over 2021; and
• Expectations around ECB action in December.
Jan Sytze Mosselaar, Portfolio Manager and Ralph Berkien, Client Portfolio ManagerNov 26 20203:00 pmUTC45 mins
Covid-19 has shown that when it comes to a pandemic, the normal rules do not apply. Low-volatility strategies usually offer protection against equity market volatility. Yet for most of this year, high-beta tech stocks have provided the best defense, while conservative strategies have struggled. Credit markets, which are less tech-heavy, have fared a lot better. So, what’s next for low-vol?
In our latest webinar, Jan Sytze Mosselaar will outline that while most low-risk strategies including Robeco’s conservative equities funds have not kept up, they now trade at attractive valuations. Ralph Berkien will then explain how Robeco applies low-risk investing to credits, and what to expect in short-term and long-term results against the benchmark.
Our interactive live webinar format allows you to connect with the presenters, along with their presentations, and ask questions afterwards. We focus on one topic – in this case, conservative equities and credits – with a full Q&A. So, don't miss your chance to get the inside story and expert view on how low-volatility investing is really playing out during a crisis!
Sir Steve Webb, Partner, Lane Clark and PeacockNov 26 20205:00 pmUTC75 mins
Defined benefit transfers continue to make headline news in the financial services industry
Sir Steve will provide an update of the recent changes in legislation, share his own views and be available for questions online
David Roberts, Phil Milburn & Donald PhillipsNov 27 202010:00 amUTC45 mins
In this webinar the Liontrust Global Fixed Income team will give an appraisal of what they got right and what they got wrong in 2020. Experience is so important in fund management, and the team will cover how any lessons learned can be applied going forwards.
Iain Cunningham, Accord MortgagesNov 27 202010:30 amUTC30 mins
The Growth Series is a free resource with the aim of supporting brokers and to help them grow their business. The material ranges from podcasts, blogs and guides and they cover a broad range of topics to support firms large and small. Some examples of the types of content are help with utilising social media, making sure your firm is visible to prospective new clients and tips on how you can support existing clients.
The presentation will run through our top tips from the Growth Series content to introduce you to what free support is available.