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Financial Planning and Analysis

  • Equity risk management: a ‘tail’ of two approaches
    Equity risk management: a ‘tail’ of two approaches Seth Finkelstein, CFA, Head of US Portfolio Solutions, and Julien Manhood, CFA, Solutions Manager Recorded: Jun 19 2018 32 mins
    We explore two approaches to managing equity risk, and why both should be carefully considered given today’s market levels:

    1.Strategic: Making an allocation to a drawdown-oriented risk-managed equity strategy designed to improve a total portfolio’s risk/return profile

    2.Tactical: Designing and implementing a strategy designed to limit acute short-term equity losses late in the cycle

    Seth Finkelstein, Head of US Portfolio Solutions, and Julien Manhood, Solutions Manager, outline the merits for such equity risk management strategies within the context of an institutional client’s portfolio.
  • Miton Multi Asset Webinar
    Miton Multi Asset Webinar David Jane & Anthony Rayner Recorded: Jun 19 2018 32 mins
    With current uncertainty in financial markets, Miton Multi Asset fund managers David Jane and Anthony Rayner will discuss their views surrounding current topics in this forthcoming webinar.
  • Ways to Accelerate Subledger Close
    Ways to Accelerate Subledger Close Malcolm Hewlett, David Rincon Recorded: Jun 14 2018 44 mins
    The period-end close cycle is a myriad of steps that include transaction processing, journal entry capture, and financial statement preparation. At its core, the close cycle must achieve proper cut-off of financial activities each month in a timely manner starting with the Subledgers. Close cycle delays at the Subledger level ultimately impact process efficiency upstream for the General Ledger close and preparation of the financial statements.

    In this webinar, we’ll discuss some of the common frustrations with Subledger Close and how the Excel4apps solutions can solve these problems easily and cost effectively.

    Please register here to learn some practical ways of making the Subledger Close a simpler process.
  • Great companies... Bad investments
    Great companies... Bad investments Patrick Hodgens & Blake Henricks Recorded: Jun 12 2018 26 mins
    Join Patrick Hodgens and Blake Henricks, Managing Directors of Firetrail, for an introduction to Firetrail and our approach to high conviction investing.

    At Firetrail, one of our key investment principles is that ‘every company has a price.’ This philosophy ensures we stay unconstrained and look for opportunities across the entire Australian equities market… Throughout this process, we have found that great companies do not necessarily make great investments. In fact, our experience shows that ‘bad companies’ can sometimes be the best investment opportunities.
  • An Italian Soap Opera adds to the global kitchen sink of complexity
    An Italian Soap Opera adds to the global kitchen sink of complexity Andrew Merricks, Head of Investments at Skerritts Wealth Management Recorded: Jun 8 2018 14 mins
    A monthly snapshot from the investment team at Skerritts Wealth Management of global affairs and what investors should be aware of.
  • Schroders' Multi-Asset mid-year outlook
    Schroders' Multi-Asset mid-year outlook Johanna Kyrklund, CFA, Global Head of Multi-Asset Investments, and Adam Farstrup, CFA, Head of Multi-Asset Product, Americas Recorded: Jun 7 2018 28 mins
    Johanna Kyrklund, Global Head of Multi-Asset Investments, provides a mid-year assessment of the Team’s cyclical & risk scenarios, as well as where they anticipate opportunities arising across the global markets. Topics to be discussed include:

    * Are risks in the global economy moving from a reflationary bias to stagflation?
    * Mid-term scorecard for the Fed
    * Comparing & contrasting European versus US opportunities and risks
    * Is it time to re-engage with emerging markets from an asset allocator’s perspective?
    * And Q&A
  • Celebrating 10 years of income distribution.
    Celebrating 10 years of income distribution. Gary Potter, Co-Head of BMO MM team and Anthony Willis, Investment Manager Recorded: Jun 7 2018 38 mins
    Join Gary Potter and Anthony Willis for our live webinar, to celebrate 10 years of income distribution from the F&C MM Navigator Distribution Fund.
  • Analysis for Office is Not the Only Option – Upgrade Your Planning and Analysis
    Analysis for Office is Not the Only Option – Upgrade Your Planning and Analysis Nicholas Gerber, Simon Parkes Recorded: Jun 7 2018 59 mins
    Are you an SAP® Analysis for Office user who wants some tips for getting around the frustrations you’ve experienced with reporting? Are you considering a move to this application but would be keen to see a cost effective alternative that leverages native Excel and installs easily?

    Join us on Thursday, 7th June, 2018 at 12:00pm for our Webinar and lean how you can update your Planning and Financial Reporting.

    Although Analysis for Office is positioned as an ad hoc and multi-dimensional analysis tool that makes it easy to filter and manipulate data in Excel, this is not always the reality. Many finance teams still run into roadblocks that make real-time reporting and analysis difficult.

    Who is this webinar for?
    - Anyone who uses BEx Analyser (or older) but is considering moving to Analysis for Office
    - Anyone who uses Analysis for Office and has experienced the frustrations of reporting and analysis within this tool.
    - Anyone looking for a more stable and reliable environment

    In this webinar, we will focus on four key areas that can help you retain and enhance the Excel reporting you already have.

    In this webcast, you will learn:

    1. Beyond PIVOT tables – How integration with native Excel can bolster planning and reporting functionality;
    2. Create real-time reports directly from SAP®;
    3. Create and maintain reports...without the help of IT;
    4. Empower users to use reports to their full potential – including modelling, analysis and drilldowns.
  • The future of record to report
    The future of record to report Vivek Saxena, SVP Record to Report, Genpact Recorded: Jun 6 2018 3 mins
    Vivek Saxena, SVP Record to Report, discusses the challenges facing finance teams with record to report (R2R) and how they can transform operations with digital technologies. Find out why on-demand close is the future for R2R.
  • The claims process of the future
    The claims process of the future Jeffrey Saye, Vice President, Insurance, Genpact Recorded: Jun 6 2018 3 mins
    Digital technologies are fundamentally changing the way insurance claims are processed, with huge potential customer service and efficiency gains. But what needs to change for touchless claims to become a reality?
  • Generating risk management impact - Financial Spreading
    Generating risk management impact - Financial Spreading Genpact Recorded: Jun 6 2018 5 mins
    Digital based financial spreading has a lot of potential and capabilities in the world of commercial banking, this also generates risk management impact.
  • CECL Planning & Implementation: Smaller, Less Complex Financial Institutions
    CECL Planning & Implementation: Smaller, Less Complex Financial Institutions C. Michael Baron, Erik Mahlke, and John R. Fleming with Experis Recorded: May 24 2018 61 mins
    Issued by the FASB in 2016, the implementation dates for CECL (Current Expected Credit Loss) are approaching and it is essential that appropriate planning and implementation tasks start soon so that banks can be assured of meeting key milestones, most notable the objective of running parallel calculations for the year preceding the go live date. Proper CECL planning is a multi-discipline effort, requiring the time and effort of many of each bank’s accounting, risk and IT groups.
    This informative webinar will provide a practical overview of planning and implementation considerations facing smaller, less complex financial institutions, including coverage of the following topics:
    •Description of the CECL standard and comparison to the existing Incurred Loss Method (we will focus our discussion on the impact to the ALLL account)
    •Review of key planning and implementation tasks including guidance needed to establish timelines, key decisions that need to be made and how to leverage existing processes
    •Update on recent CECL developments including regulatory guidance on potential capital treatment and a description of the proposed auditing standard covering estimates

    Our presenters will share their perspectives and industry experience:
    C. Michael Baron (CIA, CISA, CFSA, AMLP)
    Regional Practice Director, Financial Services – Northeast

    Erik Mahlke
    Engagement Manager, Financial Services – Midwest

    John R. Fleming
    Technical Accounting SME, Financial Services - Northeast
  • Past, Present, & Managed Futures: A 30-year Look at Interest Rates & Performance
    Past, Present, & Managed Futures: A 30-year Look at Interest Rates & Performance Miguel Sosa, Portfolio Strategist of Research and Investment Solutions with Altegris Recorded: May 23 2018 35 mins
    Managed Futures is an investment strategy that has historically performed well during periods of economic crisis, falling interest rates, and recessions.

    But how does Managed Futures perform when interest rates are rising?

    Altegris’ research team performed a historical analysis, which examined how managed futures has performed against equities and fixed income in various market environments over the last 30 years.

    Join Miguel Sosa, Portfolio Strategist of Research and Investment Solutions with Altegris, for this live digital discussion. Prior to joining Altegris, Miguel was an Assistant Vice President and Hedge Fund Portfolio Specialist with Wellington Management, a Boston-based investment manager with more than $1 trillion in assets under management. He holds an MBA and SM in Engineering from the Massachusetts Institute of Technology (MIT). Over this interactive 45-minute webcast, Sosa will address and provide:

    • How managed futures can potentially diversify and mitigate portfolio risk.
    • Why we believe managed futures are poised to perform positively moving forward.
    • An outlook for managed futures and how to appropriately allocate to this non-traditional asset class.

    *For more information on Altegris private and public funds, please visit www.altegris.com/arena
  • Venture Capital: Investing in global market leaders of tomorrow
    Venture Capital: Investing in global market leaders of tomorrow Steven Yang, Head of Global Venture Investment, Schroder Adveq, with Valentine Whittaker, Alternatives Director, Schroders Recorded: May 23 2018 45 mins
    Disruption and technological innovations are creating opportunities in select businesses for private asset investors. But perhaps what makes a more meaningful difference is not the company itself, but the investment stream and expertise behind the venture. Steven Yang of Zurich-based Schroder Adveq, with Valentine Whittaker, Alternatives Director at Schroders, offer their views on how a best-in-class pursuit of the most prominent new wave tech ventures and sustainable return prospects can truly differentiate within this nuanced segment of the market in an age when traditional research, valuation models, and policy simply lead to noise and generic rhetoric.

    Speaker Bio:

    Steven Yang is the Head of the Adveq Technology program and in charge of Schroder Adveq’s investments in the US technology space from seed/early stage venture to buyout strategies. As part of Schroder Adveq’s global benchmarking practice he is also involved in Schroder Adveq’s Asian venture investments.

    Steven holds a Bachelor's degree in Finance and International Business from New York University, US.
  • European Equities: don’t follow the herd
    European Equities: don’t follow the herd Phil Webster, Portfolio Manager, European Equities Recorded: May 22 2018 49 mins
    Phil Webster will discuss his differentiated and often contrarian view on where he sees herding and behavioural biases occurring.
  • Asia's ESG Evolution: Leadership and Opportunity
    Asia's ESG Evolution: Leadership and Opportunity Robert Horrocks, PhD, Chief Investment Officer and Portfolio Manager and Vivek Tanneeru, Portfolio Manager Recorded: May 15 2018 49 mins
    For investors interested in environmental, social and governance (ESG) strategies, a regionally diversified approach can help capture global growth. Across Asia, the ESG landscape is rapidly evolving, creating enormous opportunities for companies that can provide goods and services that improve quality of life while addressing social, economic and environmental challenges.

    Please join an exclusive webcast with Matthews Asia Chief Investment Officer Robert Horrocks, PhD, and Portfolio Manager Vivek Tanneeru for an interactive discussion on:

    - The evolution of ESG opportunities
    - How Asia is primed to serve as a hub for ESG leadership and innovation
    - Why a bottom-up active approach is important when considering ESG investments
  • Rising rates, trade wars and China: have the three bears finally come home?
    Rising rates, trade wars and China: have the three bears finally come home? Azad Zangana, Senior European Economist and Strategist, Schroders Recorded: May 15 2018 41 mins
    A variety of market and political volatility year to date have investors laser-focused on the global economic backdrop. With valuations pushing historical limits, a stable but flattening yield curve, trade wars and of course China’s 2018 NPC moving their new lower-growth agenda forward, Schroders Azad Zangana examines where he and the Economics team are seeing smoke -- and where there might actually be fire -- as this unprecedented "Goldilocks" economic cycle continues to chart new territory.
  • Diagnosing value in global healthcare
    Diagnosing value in global healthcare Andrew Baud Recorded: May 15 2018 30 mins
    Andrew Baud, Deputy Portfolio Manager / Investment Analyst, will be hosting a webinar to discuss the performance of global healthcare and Gilead Sciences.

    Discussion points:

    - Global valuation extremes ripe for stock selection
    - Reasons behind global healthcare's lagging performance
    - Returning to health with Gilead Sciences
    - Growing "personalisation" of medical treatment
  • The end of franking credits & what are the impacts for asset classes
    The end of franking credits & what are the impacts for asset classes Dr Don Hamson Recorded: May 10 2018 34 mins
    During this 20 minute webinar, Dr. Don Hamson will discuss:

    - Who loses most from the ALP proposal to remove franking credits?
    - Australian equities - the real impact for dividend imputation and retirement income?
    - Will global equities and other asset classes become more attractive from an income perspective?
  • Lease Accounting Compliance - The Time for Outcomes is Now
    Lease Accounting Compliance - The Time for Outcomes is Now Saurabh Gupta-Chief Strategy Officer,HfS|Jay Scanlan, Head of Growth Ecosystems,Genpact|Michael Keeler, CEO, LeaseAccelerator Recorded: May 2 2018 62 mins
    The initial deadlines for the new lease accounting standards are less than a year away. Yet most companies are just beginning their leasing accounting projects, having been focused on revenue recognition for most of the past twelve months. With an extension of the compliance deadlines by IASB or FASB unlikely, companies will have to decide fast what strategies they should take to get ready to comply by this year end.

    Join this webinar to hear an expert panel of thought leaders from HfS Research, Genpact, and LeaseAccelerator discuss:
    • What updates to processes, systems and controls will be needed to achieve compliance?
    • How can new technologies and delivery models be used to accelerate the project?
    • How can accounting organizations minimize project costs and realize optimal ROI and outcomes from the project?
  • The unique challenges of integrating ESG for the insurance industry
    The unique challenges of integrating ESG for the insurance industry Responsible Investor & MSCI Recorded: Apr 30 2018 61 mins
    Managing risk on two sides: The unique challenges of integrating ESG for the insurance industry

    【How ESG factors are influencing risk assessments: climate change, capital modelling and extreme events】
    · How are recent weather-related events, which are being linked to climate change, changing insurance pricing, coverage and market sentiment? Are ‘extreme’ events no longer so extreme?
    · What are the major ESG factors now that are influencing underwriting and capital provision at insurers?
    · Tightening regulation on ESG issues and its impact on the insurance industry.
    · Is the historical data available to utilise ESG factors as a performance predictor or gauge of risk quality?
    · The development of new ESG risk-specific insurance products. Differences in the above trends globally.

    【Divestment, investment and the move to ESG benchmarking】
    · Why are insurers getting on the front foot around divestment in areas such as coal or tobacco?
    · Insurers as investors: how this asset owner sector is shaping its long-term allocations with ESG factors in mind.
    · What are the investment tools insurers are using to do so?

    SPEAKERS
    Axel Zehren, CFO, Allianz Investment Management
    Michael Bruch, Head of Emerging Trends and the ESG department in Allianz Global Corporate & Specialty SE (AGCS)
    Butch Bacani, Programme Leader, UNEP FI Principles for Sustainable Insurance Initiative
    Linda-Eling Lee, Global Head of ESG Research, MSCI

    MODERATOR: Hugh Wheelan, Managing Editor, Responsible Investor

    For more news and events on Responsible Investing and ESG visit https://www.responsible-investor.com/
  • Finding Meaning in Security Metrics
    Finding Meaning in Security Metrics Mike Gerdes, Director, Information Security Center of Expertise, Experis US, Inc. Recorded: Apr 26 2018 62 mins
    The Internet has brought about dramatic changes in the structure, methods and operational capabilities of businesses, and how they interact with their customers, suppliers and communities. Along with the business benefits of the technological advances has come a demand for better security governance, operational risk and performance information to support business decisions and resource allocations. Unfortunately, many security metrics become shelfware or are routinely ignored because the recipients find little value in the measures, metrics and other report contents they routinely receive.
    This session will:
    •describe the various types and uses of metrics
    •establish some common attributes of meaningful metrics
    •discuss the importance of differentiating metrics by audience
    •describe a process for developing meaningful metrics
    •discuss the importance of performing periodic reviews and updates.

    Participants will gain a better understanding of meaningful security metrics and be able to:
    •Recognize some common impediments that prevent metrics from providing value
    •Move beyond the metrics status quo to a portfolio of meaningful metrics
    •Discriminate the security metrics provided based on audience attributes and needs
  • Multi asset income investing – it’s all about the right mix
    Multi asset income investing – it’s all about the right mix Dominik Zoerner and Stefan Meinhold Recorded: Apr 26 2018 23 mins
    From our Multi Asset Boutique Stefan Meinhold (Client Portfolio Manager) and Dominik Zoerner (Multi Asset Income Portfolio Manager) will present their market assessment and elaborate on the prerequisites for a multi asset income strategy to become successful:
    - diversify involved risks wisely
    - manage the portfolio dynamically with a focus on risk management
    - taking the perspective of a creditor, who is not greedy but likes to earn income and wants his invested money back
  • 5 areas to accelerate your Oracle Period end Close with Excel!
    5 areas to accelerate your Oracle Period end Close with Excel! Malcolm Hewlett & David Rincon Recorded: Apr 24 2018 56 mins
    When it comes to closing your financial month end, finance is usually looking at a tedious and time-intensive process requiring skipped lunches and late nights. Our recent survey of 780+ financial professionals from around the world showed that 33% are taking 5 days to close their books for a single period with another 41% taking more than 5 days.

    In this webinar, we will introduce five areas of the period end close process that you can easily expedite using Excel. By saving time and effort throughout your close, you can gain extra time for value-added tasks like audit preparations, data analysis, or simply getting to leave the office at a reasonable time. Gain insight into how you can accelerate 5 critical areas:
    1.Subledger Close
    2.Closing, Adjusting, Correcting, and Recurring Journal Entries
    3.Balance Sheet Reconciliations
    4.Consolidation
    5.Preparing and Publishing Financial Statements

    All financial professionals who are looking to shave time off their period-end close should attend this webinar.

    Register today!
  • What are the next funding shorts to drive returns in the Australian market
    What are the next funding shorts to drive returns in the Australian market Gus Roberts & Damien Keune Jun 22 2018 12:30 am UTC 45 mins
    Sean Martin, Chief Investment Officer, and Damien Keune, Head of Dealing, from Solaris will be hosting a luncheon to discuss the Solaris Australian Equity Long Short Fund and what are the next funding shorts to drive returns in the Australian market.

    Discussion points:

    - Does AMP short have further to go?
    - Telstra - dividend trap or value?
    - Outlining high conviction sector pairs trades that will win in both up and down markets
    - What are Solaris best long ideas?
  • Where do we go from here?
    Where do we go from here? Steven Bell, Chief Economist Jun 26 2018 1:00 pm UTC 45 mins
    Steven will examine the major changes in the world economy since his last update in January. He will also discuss his thoughts on the rest of this year and into 2019.
  • Webinar - ESG matters: materiality and a growing list of questions
    Webinar - ESG matters: materiality and a growing list of questions IR Magazine, Corporate Secretary and Intelligize Jun 26 2018 3:00 pm UTC 60 mins
    Tuesday, June 26, 2018
    8.00 am PST / 11.00 am EST / 4.00 pm BST / 5.00 pm CET
    Duration: 30 minutes

    The debate around ESG is one of the most compelling in the IR world at the moment: are governance teams at large institutional investors dictating a narrative that is unrepresentative of the broader investment community or are investors genuinely broadening their assessment of what they deem to be material for their investment process?

    What is clear is that ESG is much more of a talking point on earnings calls and in other forums between investors and issuers, according to data from Intelligize. In this webinar we will explore how IR teams and corporate secretaries are working together to ensure that their company is well prepared for investor questions on ESG – whether they come from portfolio managers or governance teams.

    Speakers include:

    •Moderator: Ben Ashwell, digital editor, IR Magazine
    •David Burdziuk, director of IR, Suncor Energy
    •Marc Butler, director of thought leadership, Intelligize
    •Sally Curley, founder and CEO, Curley Global IR (CGIR)


    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 and Corporate Secretary.

    Holders of the NIRI IRC® credential can earn 1 professional development unit (PDU) per webinar. IRC-credentialed speakers may also earn PDUs. More information is available at www.niri.org/certification.

    By registering for this webinar you agree to IR Magazine’s privacy policy: https://www.irmagazine.com/privacy and Inetlligize’s privacy policy: https://www.intelligize.com/privacy-policy/
  • Reporting & Transparency: The TCFD Knowledge Hub explained
    Reporting & Transparency: The TCFD Knowledge Hub explained Responsible Investor & Climate Disclosure Standards Board Jun 28 2018 1:00 pm UTC 60 mins
    Reporting & Transparency: The TCFD Knowledge Hub explained
    An RI webinar in partnership with the Climate Disclosure Standards Board
    Thursday 28th June 1400 BST

    One year after the launch of the final report of the Task Force on Climate-related Financial Disclosures (TCFD), hundreds of organisations are working on disclosing climate-related financial information, and a myriad of resources are being developed to support them in the process.

    In May, the TCFD and CDSB launched the TCFD Knowledge Hub, the first online platform dedicated to the latest resources, tools and insights on the recommendations. This webinar will provide an overview of the platform and help organisations:
    • Understand how the Hub can help you find the right resources to disclose according to the TCFD recommendations;
    • Find out more about some of the key resources currently available on the website;
    • Understand how your experience can be shared on the platform to help others improve their reporting practices.

    Moderated by Daniel Brooksbank, Editor, Responsible Investor
    Speakers:
    Simon Messenger, Managing Director, Climate Disclosure Standards Board

    Stacy Coleman, TCFD Secretariat, Managing Director, Promontory Financial Group

    Further speakers to be confirmed.
  • How avoiding carbon emissions can benefit investor portfolios
    How avoiding carbon emissions can benefit investor portfolios Pascal Dudle, CEFA, portfolio manager; Marco Lenfers, CFA, client portfolio manager Jul 5 2018 8:30 am UTC 45 mins
    As investors, millennials usually are “sustainials”. They keep an eye on the positive environmental impact of their portfolio holdings as well as on financial returns. But they need to separate the wheat from the chaff. For instance, what’s the correct way of measuring carbon emissions? Either you apply the backward-looking CO2 footprint method, or you look ahead, using the less-known concept of “avoided CO2-emissions” instead.

    Why we prefer the “avoided CO2 emissions” concept to the “carbon footprint” method

    In this webinar, Pascal Dudle and Marco Lenfers of the Sustainable & Thematic Boutique explain the difference between these two methods, using the lighting industry as an example. Their main points:

    -Clean-tech companies with the potential to avoid emissions help achieve the United Nations’ Sustainable Development Goals
    -They are likely to gain market share and face fewer regulatory issues than competitors
    -As a consequence, their shares should rise and benefit investor portfolios
  • IR Magazine Webinar - The Value of IR
    IR Magazine Webinar - The Value of IR IR Magazine Jul 11 2018 3:00 pm UTC 60 mins
    This inaugural report, which is based on responses from 421 portfolio managers, buy-side and sell-side analysts, uncovers how influential the quality of IR is to the investment community; how it effects share price valuation and how much the arrival and departure of individual IROs at a company factor into investment decisions and research coverage.

    Find out the following:
    • How much does IR influence investment decisions?
    • How much of a premium does good IR add to the share price?
    • How much of a discount to the share price is applied to less credible IR?
    • The effect of departure of IROs on investment decisions
    • The effect of individual reputation/background on investment interest
    • The importance of individual IROs’ qualities and experience

    Presenter:
    • Candice de Monts-Petit, editor, IR Magazine

    There will also be an opportunity at the end of webinar to ask questions based around the report.

    To gain full access to the research report, please click here to subscribe https://www.irmagazine.com/subscribe-now

    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.

    Holders of the NIRI IRC® credential can earn 1 professional development unit (PDU) per webinar. IRC-credentialed speakers may also earn PDUs. More information is available at www.niri.org/certification.
  • Bridging the human and digital divide in banking
    Bridging the human and digital divide in banking Amit Bhaskar, Global Practice Leader│Raja Bose, Transformation Services Leader | Michelle Palomera,Customer Experience Leader Jul 11 2018 3:00 pm UTC 45 mins
    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. Again, 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
  • ESG data, availability, transparency, quality and investment applicability
    ESG data, availability, transparency, quality and investment applicability Responsible Investor and Thomson Reuters Jul 12 2018 1:00 pm UTC 60 mins
    Let’s talk about the elephants in the room: A corporate, a data provider, an asset owner and an investment manager talk ‘elephants’

    Corporate: How is the production of ESG data evolving at the corporate level: what’s required, what’s optional, what’s the quality like and how is it changing?

    Thomson Reuters: What data are clients seeking? How ESG data is filtered, aggregated and scored, and based on what standards and definitions. How can data gaps be overcome? Examples of current interesting investment-relevant data.

    Asset Owner and Asset Manager: How are portfolio managers translating ESG research data into investment decisions: what’s working and what needs improving?
  • Quilter Cheviot MPS Q2 2018 review
    Quilter Cheviot MPS Q2 2018 review Scott Stevens Jul 18 2018 1:00 pm UTC 45 mins
    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.

    Agenda:
    - 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.
  • Hot Topics for Internal Audit
    Hot Topics for Internal Audit Tim Lietz and Ed Williams of Experis Finance Jul 18 2018 4:00 pm UTC 60 mins
    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

    Presented by:
    Tim Lietz – CIA, CRMA, MBA
    Regional Director, Risk Advisory Services
    Experis Finance

    Ed Williams CIA, CRMA
    Sr. Manager, Risk Advisory Services
    Experis Finance
  • IR Magazine Webinar - Senior Management IR Practice
    IR Magazine Webinar - Senior Management IR Practice IR Magazine Sep 6 2018 3:00 pm UTC 60 mins
    A comprehensive study into senior management engagement with IR. The IR Magazine Research Report: Senior Management IR Practice looks at the IR practices of senior managers, in terms of the amount of time they spend on IR, their level of interaction with investors and how the IR function reports to senior management. As well as providing a global overview, this report investigates these factors according to region, company size and sector, allowing companies to benchmark their practices against their peer group.

    The key data from this report is taken from the responses of 1,164 individuals to IR Magazine’s 2017 Global IR surveys.

    • How much time does senior management spend on IR?
    • How often do senior managers attend investor meetings?
    • What is the reporting structure of IR to senior management?
    • What factors affect and are affected by senior management IR practice?
    • What are the benefits and challenges of reporting to the CEO or CFO?
    • All data is segmented by region, market cap and sector allowing companies to benchmark their practices against their peer group.

    Presenter:
    • Andrew Holt, senior reporter, IR Magazine

    There will also be an opportunity at the end of webinar to ask questions based around the report.

    To gain full access to the research report, please click here to subscribe https://www.irmagazine.com/subscribe-now

    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.

    Holders of the NIRI IRC® credential can earn 1 professional development unit (PDU) per webinar. IRC-credentialed speakers may also earn PDUs. More information is available at www.niri.org/certification.