Hi [[ session.user.profile.firstName ]]

Financial Planning and Analysis

  • KKR Commitments Fund - Q2 2018 Private Equity Update
    KKR Commitments Fund - Q2 2018 Private Equity Update Eric Bundonis Sep 24 2018 6:00 pm UTC 60 mins
    Join us for the latest KKR Commitments fund quarterly private equity update.
  • Protecting a bond portfolio from duration and volatility
    Protecting a bond portfolio from duration and volatility Chris Bowie, Partner and Portfolio manager at TwentyFour Asset Management Sep 25 2018 8:30 am UTC 45 mins
    Fixed income investors globally face a huge challenge defending returns against rising rates and resurgent volatility. Central banks are on the path to policy normalisation and in all likelihood the low yields of this cycle are now behind us, while bond market volatility has returned with a vengeance in 2018 as markets struggle to navigate an increasingly unpredictable geopolitical climate.

    In this webinar, TwentyFour Asset Management partner and portfolio manager Chris Bowie shows that even within the fixed rate investment grade bond market, there is a mix of assets that can offer protection against these challenging conditions without giving up the potential for absolute returns.
  • Could millennials be the key to ending the productivity crisis?
    Could millennials be the key to ending the productivity crisis? Mark Elwood, Marketing Director, TeleWare Sep 25 2018 10:00 am UTC 60 mins
    By 2025, it is estimated that 75% of the workforce will be millennials. With rapidly changing expectations on how, when and where employees want to work, technology is going to play an increasingly important role in attracting and retaining talent.

    Join our discussion to find out how the millennial demand for mobility in the workplace could help solve the productivity crisis. Our panel of experts will share their views on:

    • Understanding the needs of the millennial worker
    • The key steps to providing the right technology within your digital transformation programme
    • Why mobility and flexible working is the key to hiring and retaining a millennial workforce
    • Demonstrating the proven link between mobility and productivity

    This webinar will be hosted by Mark Elwood, Marketing Director, TeleWare. Panellists will include Andrew Fawcett, product manager, TeleWare and guest experts, Dr Lucy Green from Larato and Vicky Ryder from Microsoft
  • IR Magazine Webinar - Keep control of the company narrative in social media age
    IR Magazine Webinar - Keep control of the company narrative in social media age IR Magazine and sponsored by Bloomberg Sep 25 2018 3:00 pm UTC 60 mins
    This webinar will explore how it is vitally important to keep a consistent and unified narrative across and throughout the organization when a crisis hits on social media.

    Explore the examples of crisis situations:
    The recent abusive Elon Musk twitter postings and the Papa John’s racist storm:
    What went wrong for these to happen?
    How could these have been dealt with more effectively from an IRO perspective?
    Is there a limit to how the IRO can control the company narrative once these comments have been made?

    Team working and strategy:
    Why IROs should monitor social media posts about their companies.
    How can this be done effectively?
    How can the IRO put social media at the heart of the overall IRO strategy?

    A practical guide to different approaches to social media posting:
    The instant reply: ensuring a comment is addressed immediately, in real time.
    The promotion of the company via positive PR and good news
    The CEO commenting on the business: a good use of senior management being involved and visible
    The IRO addressing a specific audience: keeping on message and ensuring a select audience knows the established company message
    Explore in turn, the benefits of each approach

    The IRO dilemma: social media scope and limits
    What is suitable for the IRO to convey on social media? Even in a crisis.

    IR Magazine has partnered with Bloomberg to deliver you this webinar. IR Magazine and Bloomberg will process your personal data for purposes connected with your attendance at the webinar and may send you marketing communications and information that may be of interest to you, as permitted under applicable law. You may choose to unsubscribe at any time by email with ‘unsubscribe’ in the subject line or by clicking on the “unsubscribe” link in any email from us or Bloomberg. Your data will be processed in accordance with IR Magazine’s privacy policy: https://www.irmagazine.com/privacy and Bloomberg’s privacy policy: www.bloomberg.com/notices/privacy/.
  • Assessing the concentration risks in the Emerging Markets
    Assessing the concentration risks in the Emerging Markets Michael O'Brien, Ph.D, and Derek Power, CFA, Schroders QEP team Sep 26 2018 3:00 pm UTC 60 mins
    Emerging market equities remain an attractive area to find growth. While liquidity and FX remain powerful drivers of EM asset prices, for those with a longer-term view, we think the fundamentals are strong and there remains compelling alpha to be had across region, sector, and market cap. So where are we seeing value?

    Join Dr Michael O’Brien and Derek Power from Schroders QEP team as they look at the secular changes that are transforming this dynamic and diverse asset class -- and where they see opportunities.
  • Finding value in US equities - Miton Webinar
    Finding value in US equities - Miton Webinar Hugh Grieves, Fund Manager at Miton Sep 27 2018 10:00 am UTC 45 mins
    In this webinar, Hugh Grieves, fund manager on the LF Miton US Opportunities Fund, sets out his views on the longest post-war expansion in modern times whilst also discussing his outlook for US markets.
  • UNDP: The organisation behind the SDGs in conversation with Responsible Investor
    UNDP: The organisation behind the SDGs in conversation with Responsible Investor Responsible Investor Oct 2 2018 2:00 pm UTC 60 mins
    Hear from the UN body that is evolving the SDGs 3 years on, on the Ethical Finance 2018 conference pre-event webinar.

    Ahead of the Ethical Finance 2018 conference on October 22/23 in Edinburgh, meet the United Nations Development Programme (UNDP), the lead UN development agency for implementing the UN Sustainable Development Goals (SDGs) with governments.

    The UNDP is a supporting partner for the Ethical Finance 2018 Conference, along with the UK and Scottish governments.

    On this webinar, Responsible Investor's Managing Editor will talk to Gail Hurley, UNDP Policy Specialist for Development Finance, about the work the UNDP is doing on driving the SDGs with policy makers, and about how they see the role of investors within that.

    Don’t miss out on the opportunity to put your questions to UNDP about the evolution of the world’s biggest sustainability initiative!

    Speakers:
    Gail Hurley, Policy Specialist Development Finance, UNDP
    Hugh Wheelan, Managing Editor, Responsible Investor
  • Credit Insights with David Knutson
    Credit Insights with David Knutson David Knutson, CFA, Head of Credit, Americas, Schroders Oct 2 2018 3:00 pm UTC 60 mins
    With Schroders' upcoming Quarterly Fixed Income Investment Forum coming up in a few weeks, David will use this webinar as a forum to discuss several ongoing investor debates, including the state of the USD, and Inflation. He will also offer a research analyst's perspective on another current debate sparked by recent tweets - quarterly reporting.
  • A Stocktake on Emerging ESG Stewardship Themes: Spotlight on Climate Change
    A Stocktake on Emerging ESG Stewardship Themes: Spotlight on Climate Change Responsible Investor and ISS Oct 4 2018 3:00 pm UTC 60 mins
    A successful ESG stewardship strategy requires investors to proactively address ESG risks in their portfolios. Over the last three years, climate change has become a top ESG shareholder proposal issue. Many shareholder proponents encourage companies to align their reporting with the recommendations of the Task Force on Climate-related Financial Disclosures, set GHG emission reduction targets, conduct 2°C scenario analyses and disclose on climate impact. However, the percentage of companies providing such disclosures remains generally very low.

    This webinar gives an overview of emerging climate change topics from the 2018 proxy season and how investors can proactively identify climate-related risks and opportunities in their portfolios.

    - What are the takeaways from the 2018 proxy season and Climate Week NYC 2018?

    - Are we any closer to meaningful scenario analysis?

    - How is data developing to help investors capture physical climate risk?

    - Where are we at with TCFD reporting?

    - How important is collaboration on these issues, through things like ClimateAction100+?

    Moderator: Sophie Robinson-Tillett, Deputy Editor, Responsible Investor

    Confirmed Speakers:
    Maximilian Horster, Managing Director, Head, ISS-Climate
    Anne Simpson, Investment Director of Sustainability, CalPERS and Chair ClimateAction 100+

    This webinar is produced by Responsible Investor, for dedicated news and events on ESG and sustainable finance check out our website at www.responsible-investor.com
  • Overpromised & Underdelivered: Common Misconceptions About AI for Banking
    Overpromised & Underdelivered: Common Misconceptions About AI for Banking Finn AI & FinTech Futures Oct 9 2018 5:00 pm UTC 60 mins
    Connecting with your customers using conversational AI can be a game-changer for your bank. Customer satisfaction scores will skyrocket, brand loyalty will increase, and people will take control of their money and empower themselves financially like never before.

    So where are all the success stories?

    You’d be surprised how often banks get it wrong. Not because of the technology, but because their expectations are unrealistic and often the reason they fail.

    Join Dan Latimore, Senior VP at Celent and Ben Terrill, VP of Customer Success at Finn AI, on Tuesday October 9th to learn the truth behind conversational AI for banking. These experts will examine the most common misconceptions that could tank your bot deployment. Avoid these pitfalls and write your own AI success story.

    • Slow and steady wins the race – why quick wins aren't long term successes
    • You can’t set it and forget it – understanding that AI isn't self-sufficient
    • Bots are NOT Conversational Assistants - knowing the difference can make all the difference
    • A good relationship needs to be cultivated – how to optimize customer adoption and interaction post- launch
    • Cross-bot integration is hard – when to consolidate multiple deployments
  • Prepare and Publish Financial Statements with Ease
    Prepare and Publish Financial Statements with Ease Erika Creary, Missy Ojigho Oct 11 2018 12:00 pm UTC 60 mins
    A core activity of finance teams is to publish financial data that is accurate, complete and entirely auditable. The type of key reports produced for a range of stakeholders may include, the Income Statement, the Balance Sheet and the Cash flow Statement.

    Within the profession it’s often acknowledged that compiling these reports is becoming increasingly difficult due to short timeframes, inefficient tools, countless dependencies, downstream bottlenecks and reconciliation differences. This doesn’t have to be the accepted position.

    Join Excel4apps On Thursday 11th October at 13:00 GMT for a look into how our tools can help you Prepare and Publish Financial Statements with Ease. We’ll be sharing our views on the challenges in this area and what we believe is the best solution for making this painful process smoother, involving fewer discrepancies and overall better able to pass internal and external scrutiny.

    Register now and join us!
  • BMO Multi-Manager Review and Outlook
    BMO Multi-Manager Review and Outlook Paul Green and Scott Spencer Oct 11 2018 1:00 pm UTC 45 mins
    Join Paul Green and Scott Spencer on 11 October 2018 as they discuss their findings following research trips in both Japan and New York. In addition to the usual updates, the team will also reflect on the previous quarter and consider what might lie ahead for markets in the final three months of the year.
  • Investment Update: Quilter Cheviot Managed Portfolio Service Q3 2018 review
    Investment Update: Quilter Cheviot Managed Portfolio Service Q3 2018 review Simon Doherty and David Butler Oct 16 2018 1:00 pm UTC 45 mins
    AGENDA
    • Overview of the key drivers of strategy performance over the third quarter of 2018.

    • Summary of the new fund ideas incorporated into the strategies over the course of Q3, and the tactical changes made to the portfolios’ asset allocations.

    • An update on the strategies’ current positioning and Quilter Cheviot’s market outlook for the next quarter.