Get powerful financial planning and analytics insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge and drive optimal financial performance for your company.
Thursday, September 20, 2018
8.00 am PST / 11.00 am EST / 4.00 pm BST / 5.00 pm CET
Duration: 30 minutes
Investor targeting is one of the most crucial pillars of a strong IR program, and a comprehensive approach can boost your company’s liquidity, visibility and more. Indeed, more than a quarter (26 percent) of the nominees for the recent IR Magazine Awards – Europe 2018 say that if they had more cash, they would spend it on investor targeting. Almost a third (32 percent) say this is where they would dedicate the extra resources if they had a larger team.
In this webinar, a panel of experts from across the capital markets will look at how investor targeting techniques have evolved in recent years, and look at how they can:
– Boost the accuracy and ROI of your targeting efforts
– Fully understand the behavior of your investor base
– Help to identify new investors or international pools of money
– Enable your company to remain visible in a post-Mifid II world, or amid other changes to the sell side
– Save you time through pipeline and workload management
– Let you report more comprehensively to the board
Short, sharp and packed with expert insight, this webinar will get you up to speed on these critical issues in just 30 minutes. Sign up to BrightTALK to view this essential briefing and be informed of future webinars produced by IR Magazine.
Customer expectations around banking are changing at an unprecedented scale. At the same time, advances in digital technologies offer significant opportunities to shape and fulfill these evolving expectations. A recent Genpact survey of 6,000+ consumers across the US, UK, and Australia reveals powerful new insights in this realm. As banks become increasingly digital – success requires seamless integration between the front, middle, and back offices. Join us on this webinar as we share our findings and provide examples of how to deliver and measure a consistent, high-quality experience across channels to create engaged, loyal customers.
In this webinar, we will offer practical takeaways on how to:
•Leverage journey-driven transformation to connect front to back office to optimize the end-end user experience
•Humanize the digital experience to offer the best of both human and machine interaction
•Use data and insights to deliver customer intimacy through personalized service
•Measure your CX initiatives for continuous improvement
This Webinar is for anyone in finance who uses Oracle and is frustrated with the time it takes to handle consolidations.
The path to prepare consolidated financial reports is often plagued with complexity. It’s susceptible to error due to added manual intervention.
For organizations using native Oracle tools such as Financial Consolidation Hub or Global Consolidation System, these introduce efficiency to establish a set of consolidated balances. However, they do not present a flexible report solution to publish these balances. Often finance professionals resort to manual preparation of subsidiary consolidated financial reports directly in Excel. Manual preparation of financial reports introduces process inefficiency as balance adjustments in the Ledger impact report output and therefore re-invoke the repetitive time consuming steps of data import and report format.
If you’d like to discover a few of the ways that you can reduce the time it takes to handle Consolidation, join this webinar! We’ll discuss some of the inherent problems around Consolidation, some of the frustrations that are common to finance teams, and insight into how to reduce these problems and frustrations.
In today’s high demand for digital banking with the explosion of fintech, IT has no choice but deliver first class quality services and of course they need to quickly restore them when they fail. But how can IT respond to this new pressure?
Everbridge and FinTech Futures have surveyed the industry to create a detailed view on IT response management in banking and fintech, gathering responses from a range of IT professionals in financial services, investment and banking companies.
In this live webinar, we'll look at:
How they do things
What challenges they’re facing
What the current situation in their company is.
Join Everbridge’s Mike Beckett to review and address these somewhat surprising results.
As the F&C Global Equity Market Neutral Fund passes its third anniversary, Erik and Chris will review the performance of the fund, not just in terms of absolute performance, but also as a component of a multi-asset portfolio. They will also discuss the outlook for a factor based approach to investing.
By attending this talk, you can bring back to your organization a better understanding of how psychology and brain science can be leveraged to provide a roadmap for successfully training leaders and managers at all levels. In this era of digital transformation, where organizations rely increasingly on cross-functional and deeply collaborative teams, leadership is becoming more distributed and employees are taking on leadership roles much earlier in their careers. Combine this with some of the recent corporate crises (#metoo, unconscious bias, discrimination) and effective leadership training becomes even more important. The overriding aim of this talk is to examine leadership training and development from a learning science perspective—the marriage of psychology and brain science—and to identify procedures that optimize leadership training.
Despite the headlines, in this webinar, Eric Moore, fund manager on the FP Miton Income Fund, sets out why there are reasons to be optimistic about returns from UK equities, looking through the prism of the market's income generating characteristics.
The Solaris Australian Equity Long / Short team of Gus Roberts, Damien Keune and Sean Martin will be hosting a webinar to discuss the Solaris Australian Equity Long Short Fund and what are the next funding shorts and long investment ideas to drive returns in the Australian market.
- What reporting season told us and what are our best long and short ideas?
- Royal Commission and where to from here for banks and non banking financials both long and short ideas
- Resources – winners and losers?
- Outlook for Australian Long / Short investing
Listen as Sam Azzarello, Global Market Strategist at J.P. Morgan ETFs, and Tom Lydon, Editor and Publisher of ETF Trends, discuss the current market environment and where we see opportunities for investors.
It’s hard to keep up with fast-changing markets and rapidly evolving ETFs. That’s why we’ve worked with ETF Trends and the NYSE to bring you a new quarterly series called “In the Know.” Each quarter, you’ll gain access to industry experts discussing the latest developments and opportunities in the ETF space.
Robert Branagh, Past President of the PMI, discusses the key characteristics of professionalism, and how it is developed, the current state of professionalism in the UK, what millennials bring to the mix and what PMI can do to help going forwards.
Tom Cowley, Associate at Barnett Waddingham, discusses why pensions administrations have recently been brought to focus, how trustees can engage with pensions administration providers, and exercises that can be done to improve the pensions admin service.
DB pension failures have been making headlines recently casting into the spotlight the support that members receive. Jonathan Watts-Lay, Director, WEALTH at work, discusses DB transfers and the best ways to protect members.
The balance sheet reconciliation is a key element of ‘closing the books’. It has long been an important control to ensure the accuracy of your financial statements, which in turn highlights the financial condition of your organisation. Reconciliations can identify mistakes and misappropriations and help to ensure that internal controls are being adhered to. Stringent review and scrutiny of balance sheet accounts during the period close cycle provides key stakeholders, management and auditors with assurance that internal controls are being applied and are working effectively.
In this webinar, we’ll discuss Balance Sheet Reconciliation – the good and the bad.
Join us to look at contributing factors to poor balance sheet reconciliations and how Excel4apps can help you to create a robust, efficient and seamless process.
- Time lost to repetitive and manual manipulation of data exported into Excel
- Frustrating dependency on IT to execute ad-hoc report customisation
- Audit risks due to not identifying potential fraudulent, improper or material transactions quickly.
Michelle Cracknell, CEO at TPAS, discusses what's currently on offer for pensions communication, what developments and implementations there may be for technology in this sector, minimizing data protection and cyber security risk, and explains the do's and don'ts of scams.
Jonathan Watts-Lay, Director, WEALTH at work, discusses the background behind recommendations to offer default decumulation pathways, what impact this could have on individuals and what the alternative could be.
Pretty Sagoo, Head of Pricing and Execution in Legal & General’s Pension Risk Transfer business, discusses how investments affect buy-in and buyout pricing and what that means for trustees looking to de-risk schemes.
We are pleased to be holding our fourth Annual Lecture on 12 September 2018. This year's speaker is Tim Harford, a world-renowned behavioural economist, award-winning FT columnist and BBC broadcaster. Register to attend here https://pensions-pmi.co.uk/p/1TJ9-9AP/pmi-annual-lecture-2018
View the highlights from our 2017 lecture with Baroness Susan Greenfield CBE here.
Join this interactive 2018 CIO mid-year outlook to discover the macroeconomic investment trends in the current investing environment. Key highlights include:
• A substantial underweight to global government bonds
• An increasing overweight to Real Assets with Yield and Growth
• The addition of Grains (Corn) to the portfolio and a decrease to cash
• The decision to remain equal-weight Public Equities by underweighting Turkey and adding to the U.S.
Please join Jessica Ground and the Sustainable Investment team as they dive into the ESG topics currently making waves.
No one wants to vacation on a beach full of plastic. With more regions talking about banning some plastic items, what is the impact for the plastics supply chain, and end users. Meanwhile, as summer temperatures reach record highs, we will revisit our Schroders Climate Progress Dashboard a year on from launch and see how the thermostat is re-calibrating. Finally, as you pack up the car for your big summer trip, is there a residual risk that is not being captured within the auto loan industry, despite banks tighten up their consumer protection rules and processes?
Experis Finance is pleased to announce the first of our Hot Topics Series for Chief Audit Executives and their teams. Our goal is to provide you with a series of webinars that provide practical insights on topics of interest to internal audit professionals. Our first session will cover Agility and preparing for Robotic Process Automation.
The webinar will provide participants with the following learning objectives:
•Define Agility in the context of Internal Audit
•Share pragmatic insights in how to define and execute an Agile transformation
•Discuss RPA and in practical terms as companies begin to assess, plan and implement
•Highlight the role of audit in assessing the overall RPA plan
•Link the opportunities of RPA to the concepts of Agile Auditing
Tim Lietz – CIA, CRMA, MBA
Regional Director, Risk Advisory Services
Ed Williams CIA, CRMA
Sr. Manager, Risk Advisory Services
Join Simon Doherty, head of Quilter Cheviot’s Managed Portfolio Service (MPS), for an overview of the key drivers of performance in Q2 2018, 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.
- Overview of the key drivers of strategy performance over the second quarter of 2018.
- Summary of the new fund ideas incorporated into the strategies over the course of Q2, 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.
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.
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
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.
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.
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.
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!
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 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
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
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
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.
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.