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We are pleased to be holding our fourth Annual Lecture on 12 September 2018. This year's speaker is Tim Harford, a world-renowned behavioural economist, award-winning FT columnist and BBC broadcaster. Register to attend here https://pensions-pmi.co.uk/p/1TJ9-9AP/pmi-annual-lecture-2018
View the highlights from our 2017 lecture with Baroness Susan Greenfield CBE here.
Please join Jessica Ground and the Sustainable Investment team as they dive into the ESG topics currently making waves.
No one wants to vacation on a beach full of plastic. With more regions talking about banning some plastic items, what is the impact for the plastics supply chain, and end users. Meanwhile, as summer temperatures reach record highs, we will revisit our Schroders Climate Progress Dashboard a year on from launch and see how the thermostat is re-calibrating. Finally, as you pack up the car for your big summer trip, is there a residual risk that is not being captured within the auto loan industry, despite banks tighten up their consumer protection rules and processes?
Experis Finance is pleased to announce the first of our Hot Topics Series for Chief Audit Executives and their teams. Our goal is to provide you with a series of webinars that provide practical insights on topics of interest to internal audit professionals. Our first session will cover Agility and preparing for Robotic Process Automation.
The webinar will provide participants with the following learning objectives:
•Define Agility in the context of Internal Audit
•Share pragmatic insights in how to define and execute an Agile transformation
•Discuss RPA and in practical terms as companies begin to assess, plan and implement
•Highlight the role of audit in assessing the overall RPA plan
•Link the opportunities of RPA to the concepts of Agile Auditing
Tim Lietz – CIA, CRMA, MBA
Regional Director, Risk Advisory Services
Ed Williams CIA, CRMA
Sr. Manager, Risk Advisory Services
Join Simon Doherty, head of Quilter Cheviot’s Managed Portfolio Service (MPS), for an overview of the key drivers of performance in Q2 2018, the changes recently implemented to our strategies and an update on our current positioning and asset allocation. The webinar will be hosted by our Head of Business Development, Scott Stevens, and gives you an opportunity to ask any questions that you may have.
- Overview of the key drivers of strategy performance over the second quarter of 2018.
- Summary of the new fund ideas incorporated into the strategies over the course of Q2, and the tactical changes made to the portfolios’ asset allocations.
- An update on the strategies’ current positioning and Quilter Cheviot’s market outlook for the next quarter.
Thursday 12 July 10:00 EST / 15:00 BST / 16:00 CEST
It’s time to recognize the ‘elephant 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?
Annie Bersagel, Senior Analyst – Responsible Investments, Folketrygdfondet (The Government Pension Fund Norway)
Rakhi Kumar, Senior Managing Director and Head of ESG Investments and Asset Stewardship, State Street Global Advisors
Elena Philipova, Global Head of ESG Proposition, Thomson Reuters
Shivani Rajpal, Director – Services, Global Reporting Initiative (GRI)
Moderator: Carlos Tornero, Senior Reporter, Responsible Investor
Many of our Oracle customers have found that existing journal tools lack the ability to effectively validate financial data prior to uploading it into the General Ledger. There is also frustration at poor capability with multiple ledger journals, lack of automation and difficulty loading supporting documentation.
This and other topics are discussed in our upcoming Webinar, Ways to Accelerate Closing, Adjusting, Correcting & Recurring Journal Entries.
Join us Thursday 12th July at 13:00 GMT to explore:
- Risk of Reporting Inaccurate Financial Statements
- Inflexible or Inefficient Tools and Manual Processes
- Journal Capture Deficiencies and Bottlenecks
...And learn how these problems can be solved.
Part of the Bigger Picture
This webinar is part of our Series: 5 Areas to Accelerate Period End Close. This series will cover one aspect of the Period End close each month, giving you valuable tips on making the process faster and easier. Watch our BrightTALK channel for upcoming webinars in this series.
In this webinar, hear about the current boom in Tech M&A spending and what it may mean for the rest of 2018. Spending on tech acquisitions in the first half of this year has surged -- 70% higher than the same period last year. Despite facing sharp competition from non-tech acquirers and private equity buyers, enterprise buyers are back in the game and on pace to do more tech deals this year than any year in history. On top of that, the other exit for startups is busy, too, with the pace of enterprise technology IPOs hitting a post-recession record.
Join Brenon Daly, who leads 451 Research’s M&A practice, and Scott Denne, a senior M&A analyst, for an update on the first half of 2018 and what we expect to shape dealflow for the rest of the year. They’ll highlight trends in deal activity with insight from 451 Research analysts as well as 451 Research’s M&A KnowledgeBase, the industry’s only tech-focused M&A database, and:
•Take a look at trends in both M&A activity and valuations.
•Discuss implications for buyers, sellers and investors.
•Dissect this year’s IPO boom and forecast which startups might be looking to join the parade of new offerings.
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
GSK's head of Global FP&A Oleg Dubianskij talks about "digital's biggest opportunity," and how leadership must "be bold" in taking risks to capitalize on it. Among other topics, Oleg discusses how new highly advanced internal and external data mining techniques are having an impact on organizational insight as never before.
Digital can be transformative and drive heightened efficiencies for the finance function if leaders facilitate the process and allocate resources to it, Morten Mosegaard Christensen, executive vice president, head of group finance, Danske Bank told Genpact in a video interview.
Very soon global companies will have to comply with the new lease accounting rules but they cannot do it on their own. Genpact and LeaseAccelerator jointly offer a unique and outcome-oriented solution that helps companies achieve compliance efficiently by the deadline.
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
Simon Messenger, Managing Director, Climate Disclosure Standards Board
Stacy Coleman, TCFD Secretariat, Managing Director, Promontory Financial Group
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.
•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.
Our dazzling event gathered together over 260 banking and financial technology specialists from all over the world – recognising the excellence and innovation in the use of IT in financial services, and of course the people that make it happen!
Changing customer behavior and expectations are having a profound effect on how financial services are delivered. Financial service organisations are employing technology and adopting new business models to reshape the competitive landscape in a digital world.
Cloud can help, but you need to know whether a private, hybrid or multi cloud strategy is best for your organisation.
Since 2010 this scourge has continuously grown and bedeviled financial institutions and their customers. Mobile banking Trojans increased 60% last year proving that the malware problem isn’t going away. Clearly, ignorance surely isn’t bliss when it comes to protecting your business and customers.
Start by learning your enemy’s tools and techniques.
This webinar will explore the history and evolution of mobile banking malware, and the latest and greatest ways leading banks shield themselves against these threats with technologies such as app shielding with runtime application self protection (RASP).
Avoka’s latest research shows there has been a rapid progress in some areas of the customer experience digital transformation, but there remain many opportunities to differentiate based on digital sales.
For those banks that have yet to embark on a strategy to digitally enable sales for all their products, the new data shows it has become a competitive necessity.
Financial institutions face unprecedented data management and compliance challenges as they continue to grapple with multiplying CRS and FATCA (AEOI) related global tax transparency regulations.
A year on from our first FATCA and CRS survey, Thomson Reuters and Banking Technology joined forces to survey the industry – to assess the challenges faced by financial institutions during the first year of CRS reporting obligations and to learn and share best practices to overcome them.
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.
- 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?
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.
The balance sheet reconciliation is a key element of ‘closing the books’. It has long been an important control to ensure the accuracy of your financial statements, which in turn highlights the financial condition of your organisation. Reconciliations can identify mistakes and misappropriations and help to ensure that internal controls are being adhered to. Stringent review and scrutiny of balance sheet accounts during the period close cycle provides key stakeholders, management and auditors with assurance that internal controls are being applied and are working effectively.
In this webinar, we’ll discuss Balance Sheet Reconciliation – the good and the bad.
Join us to look at contributing factors to poor balance sheet reconciliations and how Excel4apps can help you to create a robust, efficient and seamless process.
- Time lost to repetitive and manual manipulation of data exported into Excel
- Frustrating dependency on IT to execute ad-hoc report customisation
- Audit risks due to not identifying potential fraudulent, improper or material transactions quickly.
The Solaris Australian Equity Long / Short team of Gus Roberts, Damien Keune and Sean Martin will be hosting a webinar to discuss the Solaris Australian Equity Long Short Fund and what are the next funding shorts and long investment ideas to drive returns in the Australian market.
- What reporting season told us and what are our best long and short ideas?
- Royal Commission and where to from here for banks and non banking financials both long and short ideas
- Resources – winners and losers?
- Outlook for Australian Long / Short investing
As the F&C Global Equity Market Neutral Fund passes its third anniversary, Erik and Chris will review the performance of the fund, not just in terms of absolute performance, but also as a component of a multi-asset portfolio. They will also discuss the outlook for a factor based approach to investing.
Customer expectations around banking are changing at an unprecedented scale. At the same time, advances in digital technologies offer significant opportunities to shape and fulfill these evolving expectations. A recent Genpact survey of 6,000+ consumers across the US, UK, and Australia reveals powerful new insights in this realm. As banks become increasingly digital – success requires seamless integration between the front, middle, and back offices. Join us on this webinar as we share our findings and provide examples of how to deliver and measure a consistent, high-quality experience across channels to create engaged, loyal customers.
In this webinar, we will offer practical takeaways on how to:
•Leverage journey-driven transformation to connect front to back office to optimize the end-end user experience
•Humanize the digital experience to offer the best of both human and machine interaction
•Use data and insights to deliver customer intimacy through personalized service
•Measure your CX initiatives for continuous improvement
Tuesday, September 25, 2018
8.00 am PST / 11.00 am EST / 4.00 pm BST / 5.00 pm CET
Duration: 30 minutes
This timely webinar will explore how it is vitally important to keep a consistent and unified narrative across and throughout the organization when a crisis hits on social media.
Explore the examples of crisis situations:
The recent abusive Elon Musk twitter postings and the Papa John’s racist storm:
What went wrong for these to happen?
How could these have been dealt with more effectively from an IRO perspective?
Is there a limit to how the IRO can control the company narrative once these comments have been made?
Team working and strategy:
Why IROs should monitor social media posts about their companies.
How can this be done effectively?
How can the IRO put social media at the heart of the overall IRO strategy? What needs to be done to make this work?
A practical guide to the different types of approaches to social media posting:
The instant reply: ensuring a comment is addressed immediately, in real time, with a full explanation to the concerned posting: this can help a negative posting not to spiral out of control.
The promotion of the company via positive PR and good news: a good effective, useful tool for publicizing the company narrative and news
The CEO commenting on the business: a good use of senior management being involved and visible
The IRO addressing a specific audience: keeping on message and ensuring a select audience knows the established company message
Explore in turn, the benefits of each approach
The IRO dilemma: social media scope and limits
What is suitable for the IRO to convey on social media? Even in a crisis. As a listed company the IRO has responsibility to the shareholders and the legal framework of the capital markets. How can this be squared with an effective, pro-active, social media approach?
A successful ESG stewardship strategy requires investors to proactively address ESG risks in their portfolios. Over the last three years, climate change has become a top ESG shareholder proposal issue. Many shareholder proponents encourage companies to align their reporting with the recommendations of the Task Force on Climate-related Financial Disclosures, set GHG emission reduction targets, conduct 2°C scenario analyses and disclose on climate impact. However, the percentage of companies providing such disclosures remains generally very low.
This webinar gives an overview of emerging climate change topics from the 2018 proxy season and how investors can proactively identify climate-related risks and opportunities in their portfolios.
Moderator: Sophie Robinson-Tillet, Deputy Editor, Responsible Investor
Maximilian Horster, Managing Director, ISS-Ethix Climate Solutions
This webinar is produced by Responsible Investor, for dedicated news and events on ESG and sustainable finance check out our website at www.responsible-investor.com