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Financial Planning and Analysis

  • De-risking market during the pandemic. Outlook for the BPA market in 2020
    De-risking market during the pandemic. Outlook for the BPA market in 2020
    Sammy Cooper-Smith, Rothsay Life | Myles Pink, LCP | Tim Middleton, Pensions Management Institute Recorded: May 29 2020 45 mins
    Myles Pink from LCP will look back on the record year for BPA volumes in 2019 and comment on the outlook for volumes in 2020 and beyond. He will set out the key drivers of pension scheme demand including an overview of the long term strategies that many pension schemes are following: so-called journey planning. In discussing these drivers, Myles will comment on what impact the outbreak of Covid-19 is expected to have had on these strategies and pension scheme demand for buy-ins and buy-outs.

    Sammy Cooper-Smith from Rothesay Life will go on to set out the perspective of the insurer by providing an overview of what drives value-for-money in the supply of insurance de-risking capacity to pension schemes. He too will comment on the impact of Covid-19 on these drivers. In particular, Sammy will focus on the impact of the pandemic on longevity reinsurance pricing and on the prices of assets that insurers invest in to support buy-ins and buy-outs.

    Attending this webinar will contribute 60-minutes towards your CPD requirements.
  • TEM Expo Webinar 4 - Managing SaaS Expenses (Replay)
    TEM Expo Webinar 4 - Managing SaaS Expenses (Replay)
    Hyoun Park Recorded: May 28 2020 26 mins
    This 30 minute webinar will provide a framework for managing Software-as-a-Service expenses at a time when There's Always An App for that. This webinar is a preview for Amalgam Insights' Technology Expense Management Virtual Expo on June 11 to help IT to solve its 3 key problems in the Time of Corona:

    1) conserving cash
    2) supporting remote workers, &
    3) protecting the company

    TEM Expo Pre-Event Webinar Schedule

    April 21 - 6 Stages CIOs Must Consider to Manage COVID IT
    April 23 - Telecom and Network Expenses
    April 28 - Managing Wireless Expenses
    April 30 - Managing SaaS Expenses
    May 5 - Managing IaaS: The Mixed Blessings of Overwhelming Detail
    May 7 - Benchmarking TEM Metrics
    May 12 - Building IT Inventory
    May 14 - Payment and Invoice Processing
    May 19 - Managing Service Orders
    May 21 - Managing IT Finance

    And the Big Event, TEM Expo 2020, is June 11 at https://amalgaminsights.com/temexpo/
  • Modernizing Your Payments Business with SWIFT gpi
    Modernizing Your Payments Business with SWIFT gpi
    FinTech Futures and Volante Technologies Recorded: May 28 2020 61 mins
    Hello Reader,

    SWIFT gpi is the future of cross border payments. As the trend continues toward global interoperability between financial institutions, banks urgently need to improve their ability to move money quickly, transparently and in a cost-effective manner while optimizing intraday liquidity. Today, over 56% of all SWIFT payments already pass through gpi.

    To modernize their payments capabilities and capitalize on these benefits, banks need to make SWIFT gpi available to their customers, and fast; the deadline to comply with the confirmation of payee mandate is November 2020. Additionally, there are compelling reasons to go beyond just compliance to take full advantage of what gpi has to offer.

    In the webinar Modernizing Your Payments Business with SWIFT gpi we’ll explore:

    The benefits of gpi and latest information on the network
    The pros and cons of different approaches to meeting the compliance date and connecting to SWIFT gpi

    Real world examples of banks that have connected to the network and their experience with gpi
  • Providing Secure Employee Work-From-Home IT Solutions
    Providing Secure Employee Work-From-Home IT Solutions
    Alan Conboy, Office of the CTO, Scale Computing | Karen Gondoly, CEO, Leostream Recorded: May 28 2020 36 mins
    As organizations seek to provide safety for their workers while maintaining the safety of their data, they will face increased security risks delivering mission-critical applications to remote employees while keeping them efficient and the business running. Getting this done quickly is easier than you might think.

    Join the solutions experts at Scale Computing to learn more about industry best practices and things to consider as you look to provide better, more secure remote working solutions for your employees.

    Learn about, and see a demo for, the following:

    • Remote Desktop Access - How users can securely connect to remote desktop sessions for access to all the applications and data they need.
    • Run on Existing Infrastructure - How you can enable remote worker desktop sessions on the existing physical desktops, virtual desktop infrastructure, or terminal service solutions you currently run.
    • Improved Security – How to keep data off of the end user’s remote devices, to ensure that sensitive data never leaves your data center.
    • Bring Your Own Device - How you can enable users to use the devices they prefer to access desktop sessions and applications efficiently and securely.
  • FTSE Target Exposure Indexes with National Grid UK Pension Scheme and LGIM
    FTSE Target Exposure Indexes with National Grid UK Pension Scheme and LGIM
    Marlies Van Boven, FTSE Russell; Kilian Thevissen, National Grid UK Pension Scheme; Fadi Zaher, LGIM Recorded: May 28 2020 46 mins
    The FTSE Target Exposure Indexes are a suite of benchmarks and investable indexes designed to target specific characteristics—such as factor, climate and ESG exposures—while minimizing all off-target, consequential exposures. Target exposures are completely flexible and can be combined to cater to specific client objectives.

    The FTSE Target Exposure Indexes were launched at the end of 2019 with the FTSE All-World Target Exposure Qual Vol Factor Index being adopted by National Grid UK Pension Scheme, a UK-based defined benefit pension fund, with LGIM serving as the investment manager.

    During this webinar we will learn about National Grid UK Pension Scheme's investment objectives and how FTSE’s Target Exposure index solution helped to meet those objectives.

    Speakers:

    • Moderator: Paul Alakija, director, asset owner group, FTSE Russell
    • Kilian Thevissen, investment manager, National Grid UK Pension Scheme
    • Fadi Zaher, head of index solutions & investment specialists, LGIM
    • Marlies Van Boven, PhD, managing director, Research and Analytics, FTSE Russell
  • LF Miton UK Multi Cap Income Fund webinar with Gervais Williams
    LF Miton UK Multi Cap Income Fund webinar with Gervais Williams
    Gervais Williams Recorded: May 28 2020 39 mins
    In this webinar, Gervais will cover the current investment outlook, recent portfolio activity and portfolio positioning, whilst paying particular attention to UK dividends.
  • Steven Bell macro update: adjusting to the new normal
    Steven Bell macro update: adjusting to the new normal
    Steven Bell, Chief Economist Recorded: May 28 2020 43 mins
    In the midst of the worst recession in modern times, Steven will examine the outlook for an economic recovery. What will change after the virus and what will stay the same? After all the recent ups and downs, what’s next for markets?
  • Corporate Secretary webinar – How to manage entity compliance in uncertain times
    Corporate Secretary webinar – How to manage entity compliance in uncertain times
    Corporate Secretary and Computershare Recorded: May 27 2020 49 mins
    Events such as the Covid-19 pandemic are a painful reminder of the need for companies operating on a global basis to ensure their entities can stay in compliance with local rules and laws, even in disruptive and uncertain conditions.

    Potential challenges include staff working remotely or being unavailable, necessary information being more difficult to locate or even national authorities introducing new requirements and standards. Companies and their entity compliance processes need to be able to continue operating as close to normal as possible while also coping with these additional pressures.

    Our panel of experts will discuss best practices for managing entity compliance in uncertain times, including:
    •How can you best ensure the company is getting all necessary entity data and information despite employees working from home and other disruptions?
    •How can corporate secretaries and general counsel design their entity compliance processes to be flexible and adaptive to unforeseen conditions?
    •What information should corporate secretaries and general counsel be sharing with the board to make sure it is fully briefed on the current long-term situation?
    •How can the entity compliance program cope with the budget pressure that accompanies uncertainty?

    Corporate Secretary has partnered with Computershare to deliver you this webinar. Corporate Secretary and Computershare 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 Computershare. Your data will be processed in accordance with Corporate Secretary's privacy policy: www.corporatesecretary.com/content/privacy-policy and Computershare’s privacy policy: www.computershare.com/privacy-policy
  • Using Exchange Traded Funds for Portfolio Construction
    Using Exchange Traded Funds for Portfolio Construction
    Hector McNeil, Co-CEO, HANetf & Oliver Smith, Investment Director, Sandaire Recorded: May 27 2020 58 mins
    For professional investors only. When you trade ETFs, your capital is at risk.

    By the start of 2020, there were more than US$6 Trillion of institutional and retail assets invested in ETFs*, much of that market share won from traditional mutual funds across the world. So, how are professional investors using ETFs in their portfolios?

    HANetf’s Co-CEO Hector McNeil and Oliver Smith, Investment Director at international multi-family office Sandaire will cover:

    •How ETFs can be used as the basis for a Strategic Asset Allocation (benchmark)
    •Why does Oliver use ETFs for certain exposures
    •What Oliver looks for when choosing an ETF
    •Which ETFs is he using mostly at the moment
    •Tips on using ETFS efficiently - i.e. trading
  • COVID-19 and its impact for workers
    COVID-19 and its impact for workers
    Nina Roth Recorded: May 27 2020 37 mins
    Responsible Investment Director, Nina Roth will be joined by Christy Hoffman, General Secretary of UNI Global Union, a federation representing more than 20 million workers from 150 different countries in the skills and services sectors to discuss the impact on the pandemic on customer facing industries.
  • Powering Down Coal & Gas: Carbon Tracker’s Spring 2020 research update
    Powering Down Coal & Gas: Carbon Tracker’s Spring 2020 research update
    Responsible Investor in partnership with Carbon Tracker Initiative Recorded: May 27 2020 63 mins
    Powering Down Coal & Gas: an RI webinar presenting Carbon Tracker’s Spring 2020 updates of their global 'Powering Down Coal' report and a preview of their analysis on the gas power utilities..

    One expert speaker, a specialist moderator, and your questions answered!

    Heading into COP26, Carbon Tracker is releasing a series of updates on their Powering Down Coal report alongside new analysis on unabated gas in the global energy system and associated stranded assets risk. The coal research reviews the nominal and relative competitiveness of coal power generation, as well as the cost to replace and retire coal-fired capacity globally. The updates draw on data and analytics from Carbon Tracker’s Global Coal Power Economics Model (GPEM), a techno-economic simulation model which tracks ~95% of operating, under-construction and planned coal capacity at boiler-level.

    A G20 country case study on the phase-out of unabated gas by 2050 will be discussed alongside updates on Carbon Tracker's research schedule on stranded assets risks in global gas markets.

    Carbon Tracker will examine the headline data from these updates and consider implications for global energy investors through the 2020s.
    It will allow ample time for moderator and listener Q&A.

    Join the debate on the future of energy investing.


    Speaker: Matt Gray, Managing Director, Co-head of Power & Utilities, Carbon Tracker


    Moderator: Hugh Wheelan, Joint Managing Director and Co-founder, Responsible Investor


    Audience: Investors, companies, policymakers
  • TEM Expo Webinar 8 - Benchmarking TEM Metrics
    TEM Expo Webinar 8 - Benchmarking TEM Metrics
    Hyoun Park Recorded: May 26 2020 23 mins
    This 30 minute webinar will provide a framework for benchmarking technology expense management efforts. This webinar serves as a preview for Amalgam Insights' Technology Expense Management Virtual Expo on July 14 to help IT to solve its 3 key problems in the Time of Corona:

    1) conserving cash
    2) supporting remote workers, &
    3) protecting the company

    TEM Expo Pre-Event Webinar Schedule

    April 21 - 6 Stages CIOs Must Consider to Manage COVID IT
    April 23 - Telecom and Network Expenses
    April 28 - Managing Wireless Expenses
    April 30 - Managing SaaS Expenses
    May 5 - Managing IaaS: The Mixed Blessings of Overwhelming Detail
    May 7 - 6 Stages CIOs Must Consider to Manage COVID IT (repeat)
    May 12 - Building IT Inventory
    May 14 - Telecom and Network Expenses (repeat)
    May 19 - Managing Service Orders
    May 21 - Managing Wireless Expenses in the Tween Years (repeat)
    May 26 - Benchmarking TEM Metrics
    May 28 - Managing SaaS Expenses (repeat)
    June 2 - Payment and Invoice Processing
    June 9 - Managing IT Finance


    And the Big Event, TEM Expo 2020, is July 14 at https://amalgaminsights.com/temexpo/
  • What next for sustainability in a post-COVID-19 world?
    What next for sustainability in a post-COVID-19 world?
    Keith Balmer, Simon Holmes and Nina Roth, BMO Global Asset Management Recorded: May 26 2020 53 mins
    Keith and Simon from our multi-asset team are joined by Responsible Investment specialist Nina Roth. During the session we’ll take a look at how ESG considerations are hard-wired into the portfolios and gauge the impact of COVID-19 on the world’s efforts to meet the sustainability challenges that lie ahead.
  • Can the high street recover?
    Can the high street recover?
    David Butler, Amisha Chohan & Oliver Creasey Recorded: May 26 2020 42 mins
    Amisha Chohan and Oliver Creasey equity fund analysts discuss the retail sector and its effect on the property market with David Butler alongside an Investment Manager who will be answering your questions on how we implement themes such as these within a portfolio.
  • Coronavirus: weekly investment update 26/05/20
    Coronavirus: weekly investment update 26/05/20
    Neil Birrell Recorded: May 26 2020 7 mins
    In this week’s investment update, Chief Investment Officer Neil Birrell discusses the rationale for negative interest rates, the outlook for corporate earnings growth and whether the economic news flow offers any reasons for positivity.
  • Premier UK Growth Fund webinar with Benji Dawes
    Premier UK Growth Fund webinar with Benji Dawes
    Benji Dawes Recorded: May 22 2020 27 mins
    In this webinar on the Premier UK Growth Fund, which has a very strong performance record since managed by Benji Dawes and Jon Hudson in November 2017, Benji Dawes discusses the current investment outlook, recent portfolio activity and portfolio positioning.
  • TEM Expo Webinar 7 - Why IT Finance is Different from Expense Management
    TEM Expo Webinar 7 - Why IT Finance is Different from Expense Management
    Hyoun Park Recorded: May 21 2020 32 mins
    Learn how to differentiate between IT Finance and IT Expenses and why it matters for cutting costs in 2020. This webinar is a preview for AI's Virtual Expo on to help IT cut costs & solve the following three problems in 2020:

    1) conserving cash
    2) supporting remote workers, &
    3) protecting the company

    For organizations focused on finding million dollar savings in IT environments, Amalgam Insights is providing this free series of webinars and a virtual event:

    April 21 - 6 Stages CIOs Must Consider to Manage COVID IT
    April 23 - Telecom and Network Expenses
    April 28 - Managing Wireless Expenses
    April 30 - Managing SaaS Expenses
    May 5 - Managing IaaS: The Mixed Blessings of Overwhelming Detail
    May 14 - Payment and Invoice Processing
    May 21 - Managing IT Finance
    May 26 - Benchmarking TEM Metrics
    June 2 - Building IT Inventory
    June 9 - Managing Service Orders

    Leading to our July 14 Virtual Event on Technology Expense Management: TEM Expo. Passes are free for all BrightTALK webinar attendees: www.amalgaminsights.com/temexpo
  • Managing Third-Party Risks
    Managing Third-Party Risks
    Ed Williams, CIA, CRMA - Sr. Manager, Risk Advisory Services and Timothy Lietz, CIA, CRMA – Director, Risk Advisory Services Recorded: May 21 2020 58 mins
    Third-Party Relationships … What are they? Who are they? What are the Risks? What should Internal Audit be doing?

    While beneficial, and often necessary, third-party relationships also expose organizations to a wide spectrum of risks including reputational risk, financial risk, operational risk, privacy risk, compliance risk and regulatory risk. To effectively monitor and manage these risks, organizations should be have appropriate Third-Party Risk Management Programs in place. Internal Audit is uniquely positioned to help organizations monitor the design and effectiveness of Third-Party Risk Management Programs.

    Webinar learning objectives:
    •Understand Third-Party relationships - what are they; who are they; what are the risks?
    •Learn the key elements and best practices of effective Third-Party Risk Management programs
    •Discuss the role of internal audit in monitoring risks associated with Third-Party Relationships
    •Examine the key components of an effective Third-Party Risk Assessment process
    •Understand current regulatory trends related to Third-Party Relationships and review recent regulatory actions
    •Recognize the impacts and lessons learned from the global pandemic on Third-Party relationships
  • GMP Equalisation: grasping the nettle
    GMP Equalisation: grasping the nettle
    Stewart Winter, Equiniti - John Wilson, Spence and Partners - Donna Dickie, Hymans Robertson - Simon Borhan, Linklaters LLP Recorded: May 21 2020 90 mins
    There is massive unrest in the marketplace around this specific regulation, with a lot of uncertainty and a good deal of hesitancy from schemes to be pro-active in preparing for GMP Equalisation. Although this is no excuse for firms to continue postponing the problem – they must start assessing their data and getting on with the corrections that they will inevitably have to carry out.

    Bringing together the "4 pillars" (administrator, actuary, lawyer, trustee) to discuss the challenges of GMP Equalisation we will cover;

    • Admin
    - Data issues
    - On-going admin
    - Pragmatic versus pedantic consideration (combined with actuarial)

    • Actuarial
    - Complexities of the calculations/methodologies
    - Pragmatic versus pedantic considerations
    - Liability impact
    - Approach on the calculation of equalisation, i.e. from first principles or forms approach
    - Historic look back to PPF

    • Trustee
    - Perspective from a custodian position
    - Consideration of members and effect on the scheme
    - Employer considerations around decision making
    - The tax implications

    • Legal
    - The legal debate
    - Where we are, what’s current and what is to be expected/predicted

    • Overall
    - Joined up advisory approach to resolve the issue
    - Strap in for the long journey, it ain’t gonna be a short one

    By attending this webinar you will achieve 90-minutes towards your CPD requirements.
  • BMO Adviser Edge technical seminar: inheritance tax and volatility
    BMO Adviser Edge technical seminar: inheritance tax and volatility
    Barry Foster and Graham Finlay, Strategic & Technical Sales Recorded: May 21 2020 129 mins
    BMO Adviser Edge is designed to add value to UK advice professionals. In this in-depth two hour technical session, Barry and Graham will focus on 'Inheritance tax - an essential refresher' and 'Volatility - what it means to you and your clients'. Refresh and improve your knowledge and ask questions of our experts.
  • ESG Materiality: How Clear Metrics Can Filter the Noise
    ESG Materiality: How Clear Metrics Can Filter the Noise
    Responsible Investor in partnership with Factset Recorded: May 20 2020 61 mins
    A US ESG disclosure bill introduced last September proposed that the SEC adopt rules defining ESG metrics for companies. It caused quite a stir. Critics said it would force the “SEC to do the impossible” (Responsible Investor, Jan 16, 2020: https://www.responsible-investor.com/articles/us-esg-disclosure-bill-inches-through-congress-but-faces-senate-hurdle).

    But the bill is part of a fast-moving regulatory shift to push companies and investors to disclose ESG data so that markets and policymakers can evaluate the implications of tightening rules on economic/societal externalities. The EU Sustainable Finance Action Plan and the G20-backed Taskforce on Climate Related Financial Disclosure (TCFD) are just two large-scale examples of this.

    At the same time, investors are looking for the ESG datasets that will help them manage risk and reward within this changing environment.

    In this webcast, Responsible Investor, joined by FactSet and SASB, will explore the question of defining ESG materiality in terms of what is required for reporting and what is valid for different elements of investment strategy.

    Register to learn more about:

    ESG reporting standards: What’s the ask? In which jurisdictions? What are the reporting challenges?
    Defining ESG metrics for durable investment risk and performance use.
    How can companies, investors, regulators, and vendors help define a sensible and sustainable path forward for ESG information?

    Speakers
    Ali Van Nes, Senior Vice President, Senior Director, Regulatory Solutions, FactSet
    Jeff Cohen, Institutional Product Strategist, SASB
    Milla Craig, Founder & President, Millani Inc and Board Member, RIA Canada
    Moderator: Sae Imamura, Events Leader, Responsible Investor

    Date and Time
    Wednesday, May 20th
    12:00 EDT / 17:00 BST
  • IR Magazine Webinar – ESG trends in 2020: Disruptors and activism
    IR Magazine Webinar – ESG trends in 2020: Disruptors and activism
    IR Magazine and S&P Global Market Intelligence Recorded: May 20 2020 61 mins
    With the brunt of Covid-19, reverberating across industries, IRO’s are now tasked with helping their stakeholders deal with the long-term coronavirus aftermath and offering strategic solutions to mitigate further effects. Now more than ever, the disruption from the pandemic, thrusts ESG into the spotlight – as business is not just business.

    This webinar will discuss:

    - The importance of ESG to the bottom line is capturing mainstream investor attention. Best practice examples of strategies and tactics that leading companies should using to build capacity within IR and corporate governance departments to communicate with investors on - ESG related issues
    - ESG issues are reshaping and reinventing business models – stakeholder accountability and responsiveness and activism
    - Climate change innovators and disruptors

    R Magazine has partnered with S&P Global Market Intelligence to deliver you this webinar. IR Magazine and S&P Global Market Intelligence 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 S&P Global Market Intelligence. Your data will be processed in accordance with IR Magazine’s privacy policy: www.irmagazine.com/privacy and S&P Global Market Intelligence's privacy policy: www.spglobal.com/en/privacy/privacy-policy-english
  • Investing in a Post COVID19 World | The Great ReOpenings - Risk & Reward in 2H20
    Investing in a Post COVID19 World | The Great ReOpenings - Risk & Reward in 2H20
    HANetf, Jay Pelosky, CIO, TPW Investment Management, Anthony Ginsberg, Founder, GinsGlobal Investment Management Recorded: May 20 2020 58 mins
    For professional investors only. When you trade ETFs, your capital is at risk.

    What kind of world we will find post lockdown? Which sectors will thrive and which will have been fatally weakened? Will many of the changes to the way we live, work and consume become permanently embedded features of our new world? How should investors best position their portfolios?

    During this webinar, we will cover the following topics:

    •Follow The Leaders: Watch Asia & European early reopeners for direction: outbreak risk, production recovery, consumer demand pickup.

    • Speed: Speed has been the hallmark of Covid-19: speed of spread, speed of policy response, speed of market adjustment. Will speed of biomedical response be next? Global science/tech community uniquely focused on Covid-19.

    • 2 Key Questions for Investors: Will bear market & recession lead to new leadership: be it geographic, sector or style? Has Reflation 2020 merely been postponed?

    • The future of tech post pandemic - which technologies are seeing an increase in demand and usage? Will this result in the 4th Industrial Revolution becoming more mainstream than ever before?

    • Gaining exposure to the future of tech through thematic ETF investing- Introducing the HAN-GINS ETF range

    - HAN-GINS Cloud Computing ETF (SKYY): capturing the largest cloud companies, many of which are enabling the world to remain productive and entertained during lockdown

    - HAN-GINS Innovative Technologies ETF (ITEK): diversified exposure to eight tech megathemes from cyber security to future cars

    - HAN-GINS Indxx Healthcare Innovation ETF (WELL): exposure to companies at the confluence of heathcare and technology, many of which are at the forefront of developing solutions to defeat coronavirus
  • Replay: TEM Expo Webinar 3 - Managing Wireless Expenses
    Replay: TEM Expo Webinar 3 - Managing Wireless Expenses
    Hyoun Park Recorded: May 19 2020 24 mins
    This 30 minute webinar will provide a framework for managing wireless as Smartphones are now Tweens. This webinar is a preview for Amalgam Insights' Technology Expense Management Virtual Expo on June 11 to help IT to solve its 3 key problems in the Time of Corona:

    1) conserving cash
    2) supporting remote workers, &
    3) protecting the company

    TEM Expo Pre-Event Webinar Schedule

    April 21 - 6 Stages CIOs Must Consider to Manage COVID IT
    April 23 - Telecom and Network Expenses
    April 28 - Managing Wireless Expenses
    April 30 - Managing SaaS Expenses
    May 5 - Managing IaaS: The Mixed Blessings of Overwhelming Detail
    May 14 - Payment and Invoice Processing
    May 21 - Managing IT Finance
    May 26 - Benchmarking TEM Metrics
    June 2 - Managing Service Orders
    June 9 - Building IT Inventory

    And the Big Event, TEM Expo 2020, is July 14 at https://amalgaminsights.com/temexpo/
  • How will dividend cuts affect my income?
    How will dividend cuts affect my income?
    David Butler, Chris Beckett & Matt Ennion Recorded: May 19 2020 45 mins
    Chris Beckett, Head of Equity Research and Matt Ennion fund analyst discuss how companies are cutting their dividends and are Income funds a good opportunity with David Butler alongside an Investment Manager who will be answering your questions on how we implement themes such as these within a portfolio.
  • Does ESG really matter?
    Does ESG really matter?
    David Butler, Greg Kearney & Melissa Scaramellini Jun 2 2020 1:00 pm UTC 60 mins
    Greg Kearney, Responsible Investment Analyst and Melissa Scaramellini fund analyst discuss why now is the perfect time to be discussing ESG with your clients, looking at what Quilter Cheviot do to ensure that they invest responsibly alongside David Butler
  • 3 Ways to Minimize Abrasion with Retail Vendors
    3 Ways to Minimize Abrasion with Retail Vendors
    Scott Brown, Regional VP, PRGX / Patrick Miller, Senior Audit Director, PRGX Jun 2 2020 5:00 pm UTC 60 mins
    The Retailer and Vendor relationship is built on on-going communications to order, receive, promote and pay for goods and services. Inevitably, throughout the process, errors occur that lead to friction. However, the best-in-class retailers are putting tools and processes in place minimize abrasion and strengthen partnerships with their vendor community. This webinar will identify common points of friction between retailers and vendors and discuss 3 key areas of focus to minimize abrasion and ultimately improve the relationship.
  • EU Action Plan Spring Series #3: Risks and opportunities of the EU Green Deal
    EU Action Plan Spring Series #3: Risks and opportunities of the EU Green Deal
    Responsible Investor Jun 3 2020 1:00 pm UTC 60 mins
    Responsible Investor is proud to present a new webinar series dedicated to the investment implications of the European Commission’s Sustainable Finance Action Plan. The webinar series is intended to fill the knowledge gap in financial markets with updates about the Action Plan and the European Green Deal proposed in the late 2019. Through the series of three webinars, Responsible Investor will look at the practical implications for investors and examine how green/sustainable finance policy in Europe will impact decision-making of global investors.

    At the end of 2019, the EU announced its commitment to sustainable finance with the Green Deal which significantly widened the scope of the Action Plan to include the circular economy, biodiversity, deforestation and more. This third webinar of the RI EU Action Plan webinar series will look at the policy, risk and return implications of the Green Deal, and discuss how responsible investors can seize the opportunities.

    Moderator: Hugh Wheelan, Co-Founder and Joint Managing Director, Responsible Investor
  • IR Magazine Webinar – Understanding how your investor base has changed
    IR Magazine Webinar – Understanding how your investor base has changed
    IR Magazine and Q4 Jun 3 2020 3:00 pm UTC 60 mins
    The volatility in March and April caused significant disruption to shareholder bases, with recent research from Bank of America Merrill Lynch suggesting that investors are holding on to record levels of cash. As a result, many issuers are now faced with the prospect of communicating and attracting new investors, which will require a fresh look at the company story. At the same time, the current market state has left many companies in a vulnerable position, increasing the risk of activism.
    In this webinar we will discuss:
    •Using new tools to analyze your shareholder base
    •How to shape your story based on changes to your shareholder base
    •Early warning signs for activist investors
    •Recommendations for targeting new investors and engaging with existing investors

    IR Magazine has partnered with Q4 to deliver you this webinar. IR Magazine and Q4 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 Q4. Your data will be processed in accordance with IR Magazine’s privacy policy: www.irmagazine.com/privacy and Q4's privacy policy: www.q4inc.com/privacy-policy
  • Fully insured, AAA rated - What's different about Canadian MBS?
    Fully insured, AAA rated - What's different about Canadian MBS?
    Marina Mets (FTSE Russell), Mark Raes, CFA (BMO Global Asset Management), Jimmy Karam, CFA (BMO Capital Markets) Jun 3 2020 3:00 pm UTC 45 mins
    Specialists from FTSE Russell and BMO talk Canadian National Housing Act mortgage-backed securities (NHA MBS). Get to know the merits of the new index licensed to BMO.

    FTSE Russell has recently extended its index expertise by introducing the first transparent Canada mortgage-backed securities index. The FTSE Canada NHA MBS 975 Index is licensed to BMO Asset Management, adding to its lineup of Canada fixed income ETFs.

    Fully insured, AAA-rated, Canadian National Housing Act mortgage-backed securities (NHA MBS) backed by the Canada Mortgage Housing Corporation (CMHC) have become a sizable portion of the Canadian fixed income market. Further, these securities have benefitted from recent updates aimed to increase their secondary liquidity. The market continues to evolve supporting investor interest in Canadian mortgage-backed securities.

    Learn more about the performance, risk and liquidity characteristics of these assets from the experts at FTSE Russell and BMO Global Asset Management.
  • Premier Optimum Income Fund webinar with Eric Moore and Geoff Kirk
    Premier Optimum Income Fund webinar with Eric Moore and Geoff Kirk
    Eric Moore and Geoff Kirk Jun 4 2020 10:00 am UTC 45 mins
    Eric Moore and Geoff Kirk, co-managers of Premier Optimum Income Fund, will discuss how they invest to achieve the target yield of 7% per annum from a combination of dividends from an actively managed UK equity portfolio, and enhanced using an actively managed covered call option strategy.
  • How Spend Analytics Complement a Recovery Audit
    How Spend Analytics Complement a Recovery Audit
    Jin Ro, VP Advanced Analytics, PRGX Jun 4 2020 4:00 pm UTC 60 mins
    Aggregating, cleaning and classifying spend data from multiple decentralized systems can be challenging without the right resources. However, once you have gone through the rigorous process of creating a single source of data truth you can begin to interpret the patterns and anomalies that will visualize your revenue leakage. This webinar will outline how organizations can utilize the combination of recovery audit data to gain improved visibility into their spend. Attendees will learn about the benefits of utilizing your recovery audit data for spend visibility, how to identify leakage points from non-compliance and typical real-time reports you should expect to run.
  • Digital Transformation in Wealth: How to Compete Amid Rapid Change
    Digital Transformation in Wealth: How to Compete Amid Rapid Change
    Lauren Crossett, Ramprasad ‘RP’ Sandilya, Julie Coin Jun 4 2020 5:30 pm UTC 60 mins
    June 4, 2020 | 1:30 pm ET

    -Lauren Crossett, Wealth Vertical Lead, Plaid
    -Ramprasad ‘RP’ Sandilya, VP, Business Development, Wealth & BPO at Broadridge
    -Julie Coin, President, DriveWealth

    What you’ll learn:
    -The impact of evolving investor expectations on your practice
    -How to leverage emerging technologies to grow assets under management through improved account portability
    -How COVID-19 is changing what people demand from financial services and what it means for wealth management’s digital transformation

    Wealth management is an incredibly sticky service, with little customer churn. Few services organically increase per-customer revenue over time in the way that AUM fee-based wealth management does. In spite of this value, wealth management is becoming increasingly commoditized. Downward pressure on fees continues and we are approaching the end of paid trades. Consolidation of the advisory space has not occurred—rather, it has become more competitive—with robo advisory services and breakaway RIAs providing investors with a seemingly growing number of wealth management options.

    So what can wealth management firms do to compete and stand out in this increasingly commoditized market? Firms must put a continued emphasis on delivering best-in-class digital experiences. From account opening and funding to ongoing holistic financial advice, everything must be easy, seamless, and value additive for retail investors. This webinar will explore some of the ways in which firms can work with technology vendors to revamp their digital experiences in order to accommodate investor expectations and behaviors—both of which are rapidly evolving in real-time due to the COVID-19 pandemic.
  • Investing in innovation and blue nature: A World Oceans Day webinar
    Investing in innovation and blue nature: A World Oceans Day webinar
    Responsible Investor in partnership with Credit Suisse and Ocean Unite Jun 8 2020 2:00 pm UTC 90 mins
    In recognition of UN World Oceans Day 2020, we are delighted to invite you to join us for a webinar ‘Investing in innovation and blue nature’. The webinar, co-hosted by Credit Suisse, Ocean Unite, Responsible Investor and the EU Commissioner for Environment, Oceans and Fisheries will explore the initiatives supporting the ambition of protecting 30% of the Ocean by 2030. Themes discussed will include: the science behind regenerating marine biodiversity, how to reduce financial risk from degrading ocean health and build resilience to change, and the critical involvement of the financial and investor communities to achieve results.

    Keynote:

    Virginijus Sinkevicius - EU Commissioner for Environment, Oceans
    and Fisheries

    Speakers:

    Marisa Drew - Chief Executive Officer, Impact Advisory and
    Finance (IAF) Department, Credit Suisse

    Prof. Callum Roberts - Professor of Marine Conservation,
    University of York

    Karen Sack - ORRAA Co-Director, President and CEO
    Ocean Unite

    Facilitated by: Dennis Fritsch - Researcher, Responsible Investor
  • What can we learn from Asia’s recovery?
    What can we learn from Asia’s recovery?
    David Butler, Carly Moorhouse & Ernst Knacke Jun 9 2020 1:00 pm UTC 60 mins
    What can we learn from Asia’s recovery? Carly Moorhouse and Ernst Knacke fund research analysts discuss whether it is over in Asia, what are they doing differently with David Butler alongside an Investment Manager who will be answering your questions on how we implement themes such as these within a portfolio.
  • Reinventing Recovery Audit for Today’s Retail Environment
    Reinventing Recovery Audit for Today’s Retail Environment
    Mark Kilgore, Global Client Development, PRGX / Amy Andrade, Regional VP, PRGX Jun 9 2020 3:00 pm UTC 60 mins
    Helping retailers prevent errors in an increasingly complex industry.

    Recovery Audit has historically been a reliable stopgap for retailers to ensure any leakage is eventually captured. But in today’s retail environment, it is even more critical to ensure processes and systems are correct upfront. This webinar will outline how retailers will benefit from an industry transformation to move from a contingency fee-oriented recovery audit to a prepayment and error prevention solution. The webinar will also outline the value of error prevention and typical error prevention strategies before examining the preventive audit approach and solution.
  • Value of an Adviser: Sequential Risk
    Value of an Adviser: Sequential Risk
    Stephen Doran, Client Portfolio Manager and Sean Clark, Director, Strategic Relationships Jun 10 2020 10:00 am UTC 60 mins
    Clients are more sensitive to market volatility as they approach retirement, but many still need to take some risk if they are to achieve their objectives. In this webinar we’ll discuss how you can help your clients navigate through sequential risk.
  • Volatility provides opportunities for stock pickers
    Volatility provides opportunities for stock pickers
    Sam Cosh and Lucy Morris, Fund Managers Jun 10 2020 1:00 pm UTC 45 mins
    Low interest rates and reasonable economic growth had led to valuations of some high quality small cap growth stocks reaching extreme levels. The recent crisis precipitated an extreme sell off across markets, leaving some world class smaller companies at attractive valuations. Sam and Lucy discuss how they have used this rare opportunity to add some great businesses to European Assets Trust’s portfolio at good prices, laying a foundation for future returns potential.
  • Pension Change – Nationwide Building Society Case Study
    Pension Change – Nationwide Building Society Case Study
    Lesley Alexander, PMI - Ian Baines, Nationwide - Jonathan Watts-Lay, Wealth at Work Jun 11 2020 9:00 am UTC 60 mins
    Our Insight Partner, Wealth at Work, will deliver a webinar case study in collaboration with Nationwide on their ongoing pensions change project. Ian Baines will discuss the background and decision making process to the changes from an employer’s perspective and will cover the successes and challenges in relation to engagement.

    Jonathan Watts-Lay will address the project from a Wealth at Work perspective and cover the planning and implementation of the project considering the employee/member experience. He will also go on to summarise the lessons learned from Nationwide before opening up to the audience for a live Q&A session.

    This webinar is open to all members, but will be particularly interesting to professional trustees and employers.

    Attending the webinar will contribute 60-minutes to your CPD accreditation.
  • The Evolution of The Medical Cannabis Market | Investing in Medical Cannabis
    The Evolution of The Medical Cannabis Market | Investing in Medical Cannabis
    HANetf, Purpose Investments, BMO Capital Markets, Khiron Life Sciences Jun 11 2020 2:00 pm UTC 60 mins
    For professional investors only. When you trade ETFs, your capital is at risk.

    While cannabis has been around for thousands of years, modern science is just beginning to scratch the surface of what is possible from a medical standpoint. As views and laws surrounding cannabis continue to liberalise around the world, more scientific inquiry will follow, making the landscape not only ripe for further scientific discovery but also for investors.

    During this webinar, we look at why the medical cannabis sector presents a budding opportunity for European investors. We will give an overview of the market, exploring what is driving the evolution of the sector and show why it is important to distinguish science from noise. We also hear from Khiron Life Sciences, a global cannabis company and show how investors can get exposure with The Medical Cannabis and Wellness UCITS ETF (CBDX).

    •Introduction to medical cannabis
    •Medical cannabis market overview
    •Khiron Company profile
    •Overview of CBDX
    •Q&A
  • What are the opportunities and challenges in European Industrials?
    What are the opportunities and challenges in European Industrials?
    David Butler, Sanjay Patel & Jade Coysh Jun 16 2020 1:00 pm UTC 60 mins
    Sanjay Patel, equity analyst and Jade Coysh, fund analyst what are the opportunities and challenges in European Industrials? with David Butler alongside an Investment Manager who will be answering your questions on how we implement themes such as these within a portfolio.
  • Climate change and changing regulations
    Climate change and changing regulations
    Tim Middleton, PMI - Vicki Bakhshi and David Page, BMO Global Asset Management Jun 17 2020 9:00 am UTC 60 mins
    How should pension schemes assess, manage and report on climate-related risks? Hear from BMO specialists on existing practice within the industry and what trustees should consider ahead of the “Aligning your pension scheme with TCFD recommendations” consultation deadline.

    Vicki Bakhshi, Director, Responsible Investment, BMO will share her specialist insight into the climate change engagement landscape and look at whether engagement is still an effective tool for investors – across different asset classes. David Page, Director, Client Relations, will also provide unique insight into the Task Force on Climate-Related Financial Disclosures (TCFD) consultation and look at what questions trustees should be asking of their investment managers.

    Attending the webinar will contribute 60-minutes to your CPD accreditation.
  • Quarterly Market Outlook Review - for investors in EMEA
    Quarterly Market Outlook Review - for investors in EMEA
    Philip Lawlor, managing director, Global Markets Research Jun 18 2020 9:00 am UTC 45 mins
    "The Good, the Bad and the Ugly".

    Critical insights into the ongoing impact Covid-19 is having on global equity and bond markets.

    During this webinar, Philip Lawlor, will draw upon key observations from our ‘Market Maps’ reports to address some of the key questions facing post lockdown markets:

    •What is the ongoing effect of Covid-19 on market drivers such as valuation, earnings and financial conditions? (the Good ,the Bad and the Ugly)

    •What are the key macro risks and what is discounted?

    •What are the messages conveyed by the bond markets?

    •How has market rotation impacted Factor returns?
  • Global Real Estate Securities  - diversified exposure to real assets
    Global Real Estate Securities - diversified exposure to real assets
    Marcus Phayre-Mudge Jun 18 2020 1:00 pm UTC 60 mins
    Marcus Phayre-Mudge will examine the case for real estate securities, the most liquid form of real assets, around the globe. Amid unprecedented monetary stimulus and dramatic changes to working patterns and consumer behaviour he will examine how the fund is positioned and why owning real assets is attractive.
  • Quarterly Market Outlook Review - For investors in the Americas.
    Quarterly Market Outlook Review - For investors in the Americas.
    Philip Lawlor, managing director, Global Markets Research Jun 18 2020 2:00 pm UTC 45 mins
    "The Good, the Bad and the Ugly".

    Critical insights into the ongoing impact Covid-19 is having on global equity and bond markets.

    During this webinar, Philip Lawlor, will draw upon key observations from our ‘Market Maps’ reports to address some of the key questions facing post lockdown markets:

    •What is the ongoing effect of Covid-19 on market drivers such as valuation, earnings and financial conditions? (the Good ,the Bad and the Ugly).

    •What are the key macro risks and what is discounted?

    •What are the messages conveyed by the bond markets?

    •How has market rotation impacted Factor returns?
  • Quarterly Market Outlook Review - for investors in the APAC region
    Quarterly Market Outlook Review - for investors in the APAC region
    Philip Lawlor, managing director, Global Markets Research Jun 19 2020 6:00 am UTC 45 mins
    "The Good, the Bad and the Ugly".

    Critical insights into the ongoing impact Covid-19 is having on global equity and bond markets.

    During this webinar, Philip Lawlor, will draw upon key observations from our ‘Market Maps’ reports to address some of the key questions facing post lockdown markets:

    •What is the ongoing effect of Covid-19 on market drivers such as valuation, earnings and financial conditions? (the Good ,the Bad and the Ugly).

    •What are the key macro risks and what is discounted?

    •What are the messages conveyed by the bond markets?

    •How has market rotation impacted Factor returns?


    This webinar is supported by the CFA Institute Asia-Pacific Research Exchange and qualifies for 0.5 CE credit under the guidelines of the CFA Institute Continuing Education Program
  • East meets West Global Family Office Discussion
    East meets West Global Family Office Discussion
    Bryan Goh (Tsao Family Office), Lincoln Ellis (Northern Trust Asset Management), Charlene Cong, CFA (Asian Private Banker) Jun 23 2020 2:00 am UTC 75 mins
    We continue to live in a COVID world, where the future is anything but certain, different countries are at different stages of lockdown/opening up, and the true economic impact of massive government stimulus measures around the globe have still yet to be felt. For Global Family Office clients, how has the situation forced them to think differently when it comes to their investment strategy, and what are the trends which reflect attitudes amongst Asia-Pacific clients versus clients in North America when it comes to investment rationale? How ‘global’ are these clients when it comes to their investment decision and what are the marked differences with respect to culture, politics, and domestic economic policy in their geographic locations?

    In this talk we’ll bring together experts to explore the differences in what GFO’s are seeing from their global wealth clients on opposite sides of the world, looking at commonalities and trends in investment behaviour over the past 6 months, exploring the broader issues that are impacting global wealth clients’ portfolios and investment choices, and dissecting whether there is such a thing as a global solution for a global client.
  • How can smaller companies survive?
    How can smaller companies survive?
    David Butler & Oliver Harwood Jun 23 2020 1:00 pm UTC 60 mins
    How can smaller companies survive? Oliver Harwood, Investment Manager and David Butler discuss the AIM market and the potential benefits of an AIM portfolio for your clients
  • Value of an Adviser: Behavioural Finance
    Value of an Adviser: Behavioural Finance
    Sean Clark, Director, Strategic Relationships and Stephen Doran, Client Portfolio Manager Jun 24 2020 10:00 am UTC 60 mins
    Staying the course during market volatility is often difficult for many investors. In this webinar we’ll explore some of the common mistakes investors make and deliver some practical tools to help advisers protect their clients in difficult markets.
  • DFM due diligence: your questions answered
    DFM due diligence: your questions answered
    Quilter Cheviot welcomes AKG, ARC & Defaqto Jun 24 2020 1:00 pm UTC 45 mins
    Now more than ever, advisers need to be on top of their due diligence. One of the key compliance issues that advisers face is managing the due diligence on their investment providers but now is the time to tackle it – so that when lockdown is over, you are free to focus on your clients.

    Wondering where to begin?

    Help is at hand - register now for our webinar on 24 June where David Butler, Head of Distribution, will be asking your questions to the experts at ARC, AKG and Defaqto.