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Financial Planning and Analysis

  • AI for Business & IT - 8 Technologies, 9 processes, 10 checklist items
    AI for Business & IT - 8 Technologies, 9 processes, 10 checklist items
    Arun Trivedi Recorded: Aug 21 2019 45 mins
    As AI becomes all-pervasive, more and more companies need to start thinking about how AI can help in their business transformation and optimization journey. According to a Gartner survey, 54% respondents plan to start deployment within the next few years. However, their are multiple barriers, including finding a starting point and fear of the unknown.

    This webinar breaks down AI for the business & IT - what use cases should CIOs and business organizations focus on and how do we get started? What are the possible use cases? How do we even go about thinking about AI in our organization in a structured way?
  • Why financial and professional services firms must get flexible working right
    Why financial and professional services firms must get flexible working right
    Kirsty Leighton Recorded: Aug 21 2019 51 mins
    Financial service companies will need to lead the charge in flexible and remote working if they are to attract the best possible talent. Something that has never been more important against a backdrop of Brexit and a growing millennial and Gen Z workforce.

    Today, only one in six (15%) employees work in businesses that don’t offer flexible working. What used to be a perk is now a mandatory offering.
    Alongside the importance of employee satisfaction, the UK is also facing a productivity challenge, on average the UK is 31% less productive than France.

    Join Mark Elwood, Director at TeleWare, Dr Lucy Green, CEO & Business Development Expert at Larato and David Mellard, Director and Founder at Bedrock HR, as they discuss:
    •The flexible working challenges financial services companies face – including security and data protection
    •Can financial services companies safely implement a bring your own device (BYOD) policy?
    •How to use tech to increase productivity
    •Scalable IT solutions for growing companies
  • Reflecting on the EU legislative changes in sustainable finance
    Reflecting on the EU legislative changes in sustainable finance
    Responsible Investor and DVFA Recorded: Aug 19 2019 57 mins
    Reflecting on the EU legislative changes in sustainable finance: How organisations and individuals can master the educational challenge?


    - While the EU's Action Plan for Financing Sustainable Growth and it's Technical Expert Group have made exceptional progress towards creating a financial market infrastructure that is conducive to a truly sustainable financial market, the exceptional amount, ambition and execution of the work have also led to an unprecedented educational challenge in the sustainable finance space


    - Prof. Hoepner, one of only two TEG members appointed in personal capacity, will share his reflections on the significant progress to date as well as the long term ambitions for taxonomy, trajectory & co. and explain how these can contribute to a conflict-free Capitalism


    - He will furthermore contrast Friedman's intransparent definition of risk with Markowitz' transparent one and explain why full risk transparency is crucial to measure and understand the merits of sustainable investing. Prof Hoepner is convinced that any investor practicing full risk transparency and accurate return per unit of risk measurement will deliver superior performance for clients and fully understand Fuerer's credo that "unsustainable investing is non-economic".


    - Finally, Andreas will give some very practical tips how organisations and individuals can master this significant educational challenges, both the challenge resulting from the exceptional recent progress on the area of green finance as well as the challenge originating from decades of intransparent risk definitions and other misunderstandings of standard finance.
  • Fiduciary Risks: A Retirement Plan Checkup
    Fiduciary Risks: A Retirement Plan Checkup
    Nick Economos, Miaciah Manuel Recorded: Aug 7 2019 39 mins
    An educational webinar on a simple process to help plan sponsors meet their fiduciary duties. We'll perform a deep dive on our retirement plan checkup to address retirement readiness, plan administration, costs, investments and service providers. Clear next steps will help attendees begin to assess the state of retirement at their company and map out a path forward.
  • How to achieve GRC Maturity using ServiceNow? (Part-2)
    How to achieve GRC Maturity using ServiceNow? (Part-2)
    Clara Abraham, GRC Consultant; Swetha Shankar, ServiceNow Specialist; Kaviarasan S, ServiceNow Evangelist. Recorded: Aug 7 2019 50 mins
    In this part-2 of the GRC webinar, we are going to cover the stage 2 in achieving GRC maturity – ‘Improve Visibility and Performance’. In the previous session, we have covered how to get on-board in ServiceNow GRC from a manual processes. This session would cover step-by-step process on the following areas:

    Key takeaways:

    Introduction to stage 2: Repeatable (Improve Visibility and Performance)

    - Expand GRC/IRM to 2-3 use cases
    - Adoption expansion to process and control/risk owners
    - Monitoring on a point- in-time basis
    - Visibility through Dashboards & PA.
    - Start top-down. Leverag the Profiling engine

    Demo on ServiceNow GRC to cover the following:

    - Scoping for GRC using profiles
    - Controls management - Control Attestation and Control Indicators
    - Enterprise risk management - Risk assessments, Upstream and downstream risks and Risk Indicators
    - Dashboards to monitor controls and risks
  • Investing in Africa's Consumer Boom | EMQQ
    Investing in Africa's Consumer Boom | EMQQ
    Kevin Carter Founder & Chief Investment Officer, EMQQ Recorded: Aug 1 2019 46 mins
    Internet connectivity is transforming the experience for the African consumer, creating new opportunities for both local entrepreneurs and international investors. This webinar looks at:
    - The new African consumer
    - The African broadband revolution
    - The African companies poised to benefit
    - Amazon isn't in Africa - we look at who is leading local ecommerce growth
  • Sustainability Quarterly July 2019
    Sustainability Quarterly July 2019
    Jessica Ground, Global Head of Stewardship Recorded: Jul 31 2019 39 mins
    Schroders' Global Head of Stewardship Jessica Ground provides the Team's views on their latest ESG-related research
  • IR Magazine Webinar - What IR teams can learn from equity sales desks
    IR Magazine Webinar - What IR teams can learn from equity sales desks
    IR Magazine and Q4 Recorded: Jul 31 2019 52 mins
    Investors are changing how they invest, engage and make decisions. Technology is rapidly changing how the capital markets function, through high-frequency trading, algorithmic trading, Big Data and artificial intelligence. The capital markets are in flux, and so too is the future of the investor relations profession. This throws up new challenges and opportunities for IR teams, and raises the question of how the top IROs can continue to deliver high-quality, strategic IR counsel to their senior management.
    In this webinar we will:
    • Look at how the capital markets are evolving
    • Discuss how IR teams can respond to these challenges
    • Examine how IR teams can incorporate elements of equity sales into their IR program

    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
  • Corporate Secretary Webinar – Lessons for governance and IR teams on ESG
    Corporate Secretary Webinar – Lessons for governance and IR teams on ESG
    Corporate Secretary, IR Magazine & Nasdaq Recorded: Jul 30 2019 45 mins
    Corporate Secretary and Nasdaq recently partnered to publish research that focuses on how corporate governance and investor relations professionals not only engage and report on ESG issues, but also how they interact with the investor community on those matters.
    Join us as our panel of experts from Nasdaq and Hewlett Packard Enterprise discuss key findings from the report and the impact on governance teams in the future. We’ll discuss:
    •Why ESG-related engagement by governance professionals is expanding at larger companies
    •How governance teams should approach interaction with investors
    •How corporate governance and investor relations teams can work collaboratively on ESG matters
    •How companies should approach responses on information requests/questionnaires from ESG rating agencies and index providers
    •The pros and cons of disclosing ESG-related information and how to maximize the benefits while minimizing the drawbacks

    Corporate Secretary has partnered with Nasdaq to deliver you this webinar. Corporate Secretary and Nasdaq 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 Nasdaq. Your data will be processed in accordance with Corporate Secretary's privacy policy: www.corporatesecretary.com/content/privacy-policy and Nasdaq’s privacy policy: www.business.nasdaq.com/privacy-statement
  • Faster, better, safer! Improving member outcomes
    Faster, better, safer! Improving member outcomes
    Chris Connelly, Propositions & Solutions Director, Equiniti Recorded: Jul 26 2019 6 mins
    Chris Connelly, Propositions & Solutions Director, Equiniti speaks to us about the 3 main technology trends within the industry, how schemes can improve engagement, the future of member engagement & more.
  • How do we tailor a perfect roadmap for a Microservices Migration?
    How do we tailor a perfect roadmap for a Microservices Migration?
    Jothi Rengarajan – Principal Architect, Chandramouli Parasuraman – Technical Architect Recorded: Jul 24 2019 45 mins
    Organizations are confused on the focus, competence and necessary steps involved in achieving their goal of a Microservices Migration. Some mistake this to be only architecture change which may lead to multiple issues. In this webinar, we will discuss various aspects that needs to be aligned from an organizational perspective to reap the benefits of Microservices.

    Key Takeaways:

    • Organizational changes required for a Microservices adoption
    • Mandatory Process Changes for embracing a Microservices Architecture
    • Continuous optimization of the Microservices process
  • SKYY Rebalance | Investing in Cloud Technologies
    SKYY Rebalance | Investing in Cloud Technologies
    HANetf and Anthony Ginsberg,Sponsor, HAN-GINS Cloud Technology UCITS ETF Recorded: Jul 23 2019 34 mins
    HANetf looks at the semi-annual rebalance of SKYY - HAN-GINS Cloud Technology UCITS ETF. This webinar will cover:

    - SKYY: A unique AI methodology
    - New companies added to portfolio
    - Companies dropped from the portfolio
    - Changes to sector and regional weights
    - New constituents in focus
  • Why financial and professional services firms must get flexible working right
    Why financial and professional services firms must get flexible working right
    Kirsty Leighton Recorded: Jul 23 2019 52 mins
    Financial service companies will need to lead the charge in flexible and remote working if they are to attract the best possible talent. Something that has never been more important against a backdrop of Brexit and a growing millennial and Gen Z workforce.

    Today, only one in six (15%) employees work in businesses that don’t offer flexible working. What used to be a perk is now a mandatory offering.
    Alongside the importance of employee satisfaction, the UK is also facing a productivity challenge, on average the UK is 31% less productive than France.

    Join Mark Elwood, Director at TeleWare, Dr Lucy Green, CEO & Business Development Expert at Larato and David Mellard, Director and Founder at Bedrock HR, as they discuss:
    •The flexible working challenges financial services companies face – including security and data protection
    •Can financial services companies safely implement a bring your own device (BYOD) policy?
    •How to use tech to increase productivity
    •Scalable IT solutions for growing companies
  • Five steps to achieve GRC Maturity using ServiceNow?
    Five steps to achieve GRC Maturity using ServiceNow?
    Clara Abraham, GRC Consultant; Vignesh Mohan, ServiceNow Specialist; Kaviarasan S, ServiceNow Evangelist. Recorded: Jul 18 2019 47 mins
    ServiceNow has released its GRC product to help businesses respond to threats and risks in real time, and transform their inefficient processes to improve the overall security. In this webinar series, we are aiming to help businesses understand the importance of GRC and how to take baby steps in implementing GRC and achieve maturity. Here are the desired profiles who would benefit from this webinar series: Audit Committee, Compliance officers, Risk officers, IT Steering Committee, Directors of IT and ITSM, ServiceNow Owners and GRC consultants.

    Key takeaways from this session include:

    · Demystifying GRC complexities - Automation and Simplification

    · Building blocks of GRC in ServiceNow

    · Stages of GRC maturity

    · Semi-automated GRC/IRM processes using ServiceNow

    · Use case demo
  • Multi-asset: U.S. recession risks and trade wars
    Multi-asset: U.S. recession risks and trade wars
    David Vickers Recorded: Jul 18 2019 31 mins
    David Vickers, Senior Portfolio Manager at Russell Investments, discusses how the team are positioning the portfolios against the backdrop of global market uncertainty.

    Key highlights:
    • U.S. recession risks: What are the signs indicating this is on the horizon?
    • Trade wars: Is the current situation the same/better/worse than foreseen earlier this year?
    • Portfolios: A brief update on current positioning and outlook
  • 4 ways to improve customer retention - for B2B SaaS companies
    4 ways to improve customer retention - for B2B SaaS companies
    Arun Trivedi Recorded: Jul 17 2019 20 mins
    According to Gartner, 34% Product Marketers at Technology & Service Providers select retaining clients as one of their most important challenge. Growth continues to be a strategic business priority for CEOs. This webcast presents 4 strategies companies can adopt to improve customer retention & grow the business
  • Fuel Market Monitor Webinar - featuring Allstar and the BVRLA
    Fuel Market Monitor Webinar - featuring Allstar and the BVRLA
    Paul Holland, Chief Operating Officer at FLEETCOR & Toby Poston, BVRLA Director of Communications and External Relations Recorded: Jul 17 2019 46 mins
    This is the third of our series of webinars on issues facing fleet managers and the fuel sector in the UK. During this session, we will provide an update on current UK fuel prices and possible future cost and usage trends.

    These regular webinars are becoming an established and popular online event in the fleet industry, because Allstar Business Solutions has insight that few other fleet businesses can match.

    Fuel cost control and management is a vital element of running a fleet, and our fuel cards enable more than 50,000 UK businesses to keep 1.5 million drivers on the road, giving us granular-level data about vehicles, drivers, prices and other influencing factors. This information provides us with unparalleled knowledge about fleet management, which you could then be using in your own business.

    The British Vehicle Rental & Leasing Association (BVRLA) will also be joining us to talk about the wider industry issues they are involved with, both on the ground and in the corridors of power: fuel policies and duty, the future of BIK taxation, the effects of Ultra Low Emission Zones on businesses and the transition to electric and mobility solutions.

    Joining our Chief Operating Officer, Paul Holland, for this thought-provoking, informative webinar will be ex-Fleet News and Fleet World journalist Steve Moody, and Toby Poston, BVRLA Director of Communications and External Relations.
  • Quilter Cheviot MPS Q2 2019 review
    Quilter Cheviot MPS Q2 2019 review
    Simon Doherty and David Butler Recorded: Jul 17 2019 49 mins
    Join Simon Doherty, Lead Portfolio Manager of the MPS strategies, and David Butler, Strategic Accounts Director on 17th July at 14:00 BST as we discuss performance for the MPS models over the third quarter and what we can expect at a critical juncture for markets.
  • Overcoming the risks at-retirement live webinar
    Overcoming the risks at-retirement live webinar
    Jonathan Watts-Lay, WEALTH at work, Michael Clark, CBC Pension Services, David Davison, Dalriada Trustees, Tim Middleton, PMI Recorded: Jul 17 2019 46 mins
    The webinar will consider how employers and Trustees can help employees and pension scheme members overcome the risks they face at-retirement such as falling for a scam, buying inappropriate retirement products, paying more tax than necessary or ultimately running out of money.
  • Schroders' Emerging Market Equity quarterly review and outlook
    Schroders' Emerging Market Equity quarterly review and outlook
    Tom Wilson, Head of Emerging Market Equities, Schroders Recorded: Jul 11 2019 43 mins
    Schroders' Head of Emerging Market Equities Tom Wilson delivers the Team's outlook on the GEMS universe in what has already been a dynamic first half of 2019.
  • 2019 Smart Beta Survey Results - Live Studio Panel Discussion
    2019 Smart Beta Survey Results - Live Studio Panel Discussion
    Rolf Agather, Managing Director, Research & Innovation, FTSE Russell Recorded: Jul 11 2019 64 mins
    Join Rolf Agather, Managing Director Research and a select panel of investment experts as they examine some of the key findings from the 2019 Smart beta survey from the studios of the London Stock Exchange.

    This year the panel will also discuss the results our special 'Smart Sustainability' report, which looks at the impact of ESG on Smart beta.

    This year we are delighted to be joined by;

    Owen Thorne, Investment Manager, Merseyside Pension Fund
    Erick Weis, Senior Portfolio Manager – Quantitative Management, Ohio Public Employees Retirement System
    David Barron, Head of Index Equity & Smart Beta, Legal & General Investment Management
    Bryon Lake, Head of International ETFs, J.P. Morgan Asset Management

    Both reports available on registration
  • Episode 2 - How Banks Can Hack CX With AI Powered Recommendation
    Episode 2 - How Banks Can Hack CX With AI Powered Recommendation
    Anand Subramaniam, Principal Architect AI & ML Practice, Aspire Systems & Anusha Natrajan, Research Analyst, Aspire Systems Recorded: Jul 10 2019 44 mins
    You’ve probably heard around that data strategy is the heart of any AI application inside a bank. The more data you have about your customers – the better your banking services can get. The math tells us that it’s cheaper for banks to cross sell and up sell services to existing customers. For banks to upscale their services they will have to better product recommendations. You will have to invest heavily on AI not knowing whether it can have a positive impact on ROI. How can you use analytics dipped with AI/ML to provide 99% accurate recommendation to customers?

    It’s definitely not complicated. Luckily, we are here to solve this mystery for you. In this webinar, you can grab the following insights from our AI/ML expert

    1.The science of data and machine learning models for accurate predictions
    2.How you can get a single view of a customer
    3.Picking critical data points to stitch possible recommendations together
    4.Powering a know-it-all AI/ML framework inside your organization

    During the webinar our expert will aim to solve most of your AI/ML doubts– feel free to throw in a few questions during our live Q&A session.
  • "Value"ation Must Matter...
    "Value"ation Must Matter...
    Graham Campbell and David Keir Recorded: Jul 10 2019 42 mins
    Graham Campbell and David Keir, managers of TB Saracen Global Income & Growth Fund, discuss the fund's current value tilt.
  • Miton Multi Asset Webinar
    Miton Multi Asset Webinar
    David Jane & Anthony Rayner Recorded: Jul 9 2019 39 mins
    In this webinar, Miton multi asset fund managers David Jane and Anthony Rayner will discuss their outlook and thoughts on the macroeconomic environment and current fund positioning, as well as themes such as technological and demographic change.
  • Investors & the Blue Economy
    Investors & the Blue Economy
    Responsible Investor Recorded: Jul 8 2019 61 mins
    Turning the risk of system collapse into an investable opportunity

    Join us on this webinar to find out how investors are assessing ocean risks like acidification, biodiversity loss, and plastics pollution, and how leaders plan to align their portfolios with principles for a sustainable blue economy. Ahead of G20 and G7 meetings this summer, it is an important time for investors to discuss tools for mobilising private capital to support a sustainable, climate-secure Blue Economy. Speakers will also consider approaches to modelling the investment implications of the phase-out of fossil fuel-based plastics and other unsustainable activities.

    The transition from a conventional, extraction-focused ocean economy to a sustainable, climate-secure Blue Economy is a tremendous economic and investment opportunity for all investors. This unique webinar will bring together leading investors to debate the risks and opportunities for profiting from ocean resources in a sustainable manner while unlocking long-term value into the future.

    Speakers:
    Charlotte Kaiser, Acting Managing Director, NatureVest
    Margaret Kuhlow, Finance Practice Leader, WWF
    Rolando Morillo, Senior Vice President, Rockefeller Capital Management
    Anders Nordheim, Lead, Ecosystems and Sustainable Land Use, UN Environment Finance Initiative
    Christof Rühl, Advisory Board, Crystol Energy


    Moderator: Dennis Fritsch, Researcher, Responsible Investor
  • Creating Fiduciary Financial Plans
    Creating Fiduciary Financial Plans
    Nick Economos, Miaciah Manuel Aug 22 2019 6:00 pm UTC 45 mins
    Please join us for a live, hands-on webcast on creating fiduciary financial plans. We’ll discuss the steps we take to help clients put their needs first, and share some tools we use to help.
  • Trade Wars: A Golden Buying Opportunity in Emerging Markets?
    Trade Wars: A Golden Buying Opportunity in Emerging Markets?
    Kevin Carter Founder & Chief Investment Officer, EMQQ Aug 28 2019 3:00 pm UTC 60 mins
    As the trade war with China rages on and global growth projections declining, do you know the best opportunities to capitalize on? In this upcoming webcast, HanETF and EMQQ will explore the improving fundamentals in the consumer growth story of emerging markets despite Trade War fears and identify a unique set of circumstances that have developed for investors. Specifically, the webcast will delve into the greater influence of the new consumer wave in emerging markets, their preference for online shopping via the smartphone and ways for investors to gain targeted exposure to the rapidly expanding ecommerce segment.
    -Insights and key growth stories on some of the companies best positioned for a post trade war rebound
    -How the trade wars have created a unique opportunity for a sector with strengthening fundamentals and contracting valuations
    -How the smartphone is rapidly changing economies in the developing world and accelerating billions of people into the consumer class
    -How investors can incorporate emerging markets into a diversified portfolio
  • Self-managed buy-in: buy-ins take you further away from buy-out
    Self-managed buy-in: buy-ins take you further away from buy-out
    Ren Lin, Head of Client Strategy, Insight Investment Sep 4 2019 9:00 am UTC 30 mins
    At first glance a buy-in may appear attractive. However, when considering the whole scheme, a buy-in will make it more difficult to achieve a buy-out in the majority of cases.

    In this webinar, Ren Lin, Head of Client Strategy at Insight Investment, explains why this is the case using an objective framework for comparing different de-risking options.
  • Global update on the future of sustainable finance
    Global update on the future of sustainable finance
    Responsible Investor Sep 5 2019 2:00 pm UTC 60 mins
    Responsible Investor is proud to present a new edition in our sustainable finance webinar series focused on the global implications of the European Commission’s Sustainable Finance Action Plan, with updates on developments in Asia and North America. Coming after the G7 meeting in Biarritz, France at the end of August, this webinar will unpack the implications of the sustainable finance regulatory agenda for global investors.

    As the world grapples with populist politics, worsening economic inequality, and the prospect of climate breakdown, this is a crucial time for sustainable finance policy to reorient global capital markets. Against a backdrop of macroeconomic risks, this unique webinar will consider how sustainable finance policy on three continents could impact the banking and asset management industries.

    With the European Commission leading action on new rules covering investment mandates, sustainability definitions and green finance fiscal policy tools, this webinar will reflect on ‘the HLEG-effect’. Speakers will consider how sustainable finance regulation coming out of Brussels and Beijing could impact investors in North America and other parts of the world.

    Speakers:

    Morgan Després, Head of NGFS Secretariat, Banque de France

    Michael Sheren, Senior Advisor, Bank of England


    Moderator:
    Sophie Robinson-Tillett, Deputy Editor, Responsible Investor
  • Why invest in Europe?
    Why invest in Europe?
    Phil Webster, Portfolio Manager, European Equities Sep 13 2019 1:00 pm UTC 45 mins
    Phil Webster discusses why taking a step back from the macroeconomic malaise of Europe is beneficial to investors, resulting in them being able to seek out a fund positioned to take advantage of structural rather than cyclical growth.
  • Banking on ESG: How will the banking sector adapt in an era of global volatility
    Banking on ESG: How will the banking sector adapt in an era of global volatility
    Responsible Investor & MSCI Sep 16 2019 2:00 pm UTC 60 mins
    Sustainable finance and ESG integration are fast becoming a global preoccupation for the banking sector. As ESG reporting shifts from niche to mainstream and begins to have balance sheet implications, investors are raising challenging questions on how ESG performance is assessed, managed, and reported on across core banking business units. From corporate governance and board composition to loan portfolio credit quality, new data is driving a shift in approach to ESG integration and reporting across jurisdictions.

    This unique webinar will dig into the details of how ESG risks and opportunities can have material impacts on bank balance sheets, investor returns and the long-term financial health of the global economy. The discussion will consider key ESG trends in the banking sector from the perspective of reporting banks, investors, and one of the world’s largest investment data analysts. Join us to learn how responsible investment and corporate governance policies are helping to raise professional and ethical banking standards, and how action on ESG themes is evolving in a time of market turbulence.


    Speakers:

    Daniel Klier, Group Head of Strategy and Global Head of Sustainable Finance, HSBC
    Marisa Buchanan, Executive Director, Sustainable Finance, JPMorgan Chase
    Simone Dettling, Banking Team Lead, UN Environment Finance Initiative
    Sonja Gibbs, Managing Director, Global Policy Initiatives, Institute of International Finance
    Panos Seretis, Head of ESG Research, EMEA, MSCI

    Moderator: Hugh Wheelan, Managing Editor, Responsible Investor
  • Embracing sustainability
    Embracing sustainability
    Nick Henderson, Portfolio Manager Sep 18 2019 2:00 pm UTC 45 mins
    The world faces a multitude of challenges; ranging from environmental challenges such as climate change, to societal challenges such as rising healthcare costs and obesity. These are not new, but during this webinar Nick Henderson will highlight how through careful stock selection and engagement, these risks and opportunities can be embraced and a diversified equity portfolio can be built to harness structural growth tailwinds.
  • ESG Integration into Manager Selection & Monitoring
    ESG Integration into Manager Selection & Monitoring
    Responsible Investor Sep 23 2019 3:00 pm UTC 60 mins
    Join us on 23 September at 4pm BST as we explore the topic of ESG integration in manager selection and monitoring. The webinar will feature industry experts from Aon and the San Francisco Employee’s Retirement System (SFERS).

    As the effects of climate change shape our world, investors are coming under increasing pressure to integrate ESG into their processes. For asset owners who rely on external managers, it is vital to be able to understand and monitor the integration process. For those selecting funds on behalf of their clients, it is important to validate how ESG is being incorporated and if it is being done on a consistent basis.

    Responsible Investor and Style Analytics are holding this webinar to discuss real examples of ESG integration, including a review of the key challenges faced and lessons learned from a public pension fund.

    The speakers will also explore how ESG approaches differ between the US and the UK, the tools and practices developed to select and monitor fund managers, and how the industry can look at ESG alongside other traditional factors.

    They will answer live audience questions at the end of the webinar.

    Speakers:
    Andrew Collins, Director of ESG & Responsible Investing, City and County of San Francisco Retirement System
    Tim Manuel, UK Head of Responsible Investment, Aon
    Bernie Nelson, President of Style Analytics North America


    Moderator:
    Tony Hay, Publisher, Responsible Investor