Hi [[ session.user.profile.firstName ]]

Financial Planning and Analysis

  • Re:Call from TeleWare at Microsoft Future Decoded 2018
    Re:Call from TeleWare at Microsoft Future Decoded 2018
    Mark Elwood - Marketing Director, TeleWare Recorded: Nov 12 2018 2 mins
    Check out our highlights video from Future Decoded 2018 to see what we got up to (you might have even made the final cut!).
  • Bridging the gap: Connecting strategy & execution through better sales planning
    Bridging the gap: Connecting strategy & execution through better sales planning
    Steve Silver, Sales Operations Senior Research Director at SiriusDecisions; Jason Loh, Global Head of Sales Solutions at Anap Recorded: Nov 9 2018 54 mins
    Business leaders and C-suite executives are charged with devising the strategies that chart the future of their organizations. For those strategies to be effective, they need to be executed in the field. What’s the bridge that connects boardroom strategy and field execution? Sales Planning.

    Join Steve Silver, Sales Operations Senior Research Director at SiriusDecisions, and Jason Loh, Global Head of Sales Solutions at Anaplan, as they provide a repeatable process and best practices for improving sales planning and transforms high-level strategy into business success.

    You’ll learn how:

    -Successful sales planning helps you segment your market and align your sales team

    -High-performing companies leverage their sales planning processes for better execution

    -Best-in-class technology can enhance sales planning by incorporating inputs from across the organization
  • Making the Most of PSD2 and Open Banking
    Making the Most of PSD2 and Open Banking
    Yodlee and FinTech Futures Recorded: Nov 8 2018 59 mins
    Join us for a new webinar sponsored by Envestnet | Yodlee and hosted by Fintech Futures

    Intended to protect consumers, promote innovation, and make European payments services safer, complying with the Revised Payment Service Directive (PSD2) and Open Banking requirements can be both challenging and rewarding. Envestnet | Yodlee® and Fintech Futures have teamed up to discuss how PSD2 is revolutionizing the financial services industry in the UK and beyond, and how you can position your firm to comply with the regulations while taking advantage of the opportunities.

    In the webinar, we’ll cover:

    • The impact of PSD2 on financial institutions and fintech innovators inside and outside Europe

    • How to meet PSD2 and open banking specifications with a single API solution

    • How to comply with Strong Customer Authentication (SCA), consent management, and federated authentication requirements

    • How open banking generates opportunities to deliver additional offerings such as mortgages, loans, cash management solutions, and more, all easily accessible to consumers

    Join us for this webinar and hear from Brian Costello, Chief Information Security Office, Envestnet | Yodlee and Gavin Littlejohn, Financial Data and Technology Association as they discuss how to position your firm for success in the new open banking environment.
  • LF Miton UK Smaller Companies Webinar
    LF Miton UK Smaller Companies Webinar
    Gervais Williams, fund manager on the LF Miton UK Smaller Companies Fund Recorded: Nov 8 2018 35 mins
    In this webinar, Gervais Williams, fund manager on the LF Miton UK Smaller Companies Fund, sets out his views on the UK Smaller Companies universe, whilst also discussing his outlook and positioning for the fund.
  • Corporate Secretary Webinar – Making the most of the proxy statement summary
    Corporate Secretary Webinar – Making the most of the proxy statement summary
    Corporate Secretary and Labrador Recorded: Nov 6 2018 37 mins
    Investors are demanding that proxy statements include a greater range of information. In turn, companies need to disclose that information – and tell their story – in the most effective way. One solution is to create a ‘next-generation proxy summary’ that includes an extended summary spelling out the key information investors need. This can be used as part of the proxy statement and as a stand-alone document.

    Our panel of experts will discuss how governance teams can make the best use of the extended summary in managing relationships with shareholders. Topics for discussion will include:
    - What information should the extended summary include? What do investors want, and how should governance teams research what this is?
    - What are some of the new best ways to present that information?
    - How can governance and investor relations (IR) teams work best together and with other functions (the board, HR, IT, management and outside vendors) in preparing the extended summary?
    - How can governance and IR teams use the summary during the approach to the AGM and outside of proxy season? How can it best be delivered as a stand-alone document?
    - What is the best way to get feedback on your summary from investors to improve it for the following year?

    Corporate Secretary has partnered with Labrador to deliver you this webinar. Corporate Secretary and Labrador 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 Labrador. Your data will be processed in accordance with Corporate Secretary's privacy policy: www.corporatesecretary.com/content/privacy-policy and Labrador’s privacy policy: https://www.labrador-company.com/privacy-copyright%20-policy/
  • Bringing F&C funds under the BMO brand
    Bringing F&C funds under the BMO brand
    Robert Thorpe and Mark Parry Recorded: Nov 6 2018 14 mins
    We are renaming our funds to make things simpler.

    Please join us for a short update to find out:

    the benefits of our business being part of BMO brings you and your clients

    what’s changing and why it makes things simpler for you
  • Troubleshooting AWS Cost Spikes
    Troubleshooting AWS Cost Spikes
    Jeff Harris, Sr. Solutions Architect Recorded: Nov 1 2018 24 mins
    When YotaScale detects and alerts you of a cost spike, it provides automated details to the exact right person in operations, engineering or finance so they can respond appropriately and quickly to cost anomalies and not waste their limited time chasing down cost spikes. There are enormous cost savings gained by understanding the true causes of anomalies. Our customers report that 25% of their time in cloud operations is trying to understand the reasons behind cost spikes.

    Register now to learn how to:
    • Receive real-time alerts of cost anomalies
    • Get instant insights into the root causes of anomalous cost spikes
    • Pinpoint the exact reasons for cloud cloud anomalies.
  • Fixed Income Series | ESG in sovereign bond investing: risk, impact & engagement
    Fixed Income Series | ESG in sovereign bond investing: risk, impact & engagement
    Responsible Investor Recorded: Nov 1 2018 60 mins
    A growing number of investors are screening out companies from lending portfolios because of exposure to climate change and other sustainability risks, but sovereign portfolios are often not assessed in the same way. This webinar looks at why: how serious are the sovereign default risks arising from ESG, how can they be quantified, and do investors have a responsibility to engage with governments on policy through bond buying?

    Speakers confirmed:

    Gabriel Torres, Vice President & Senior Credit Officer for Sovereigns, Moody's

    Lupin Rahman, Head of Emerging Market Sovereign Credit, PIMCO

    Bob Buhr, Honorary Research Fellow, Imperial College Business School

    Moderated by Sophie Robinson-Tillett, Deputy Editor, Responsible Investor
  • Trick or Treat? Sustainability Quarterly  with Jessica Ground
    Trick or Treat? Sustainability Quarterly with Jessica Ground
    Jessica Ground, Head of Stewardship at Schroders, and team Recorded: Oct 31 2018 22 mins
    On this All Hallows' Eve edition of Schroders’ Sustainability Quarterly webinar, we look at ESG-indexing, and ESG within the Emerging Markets, both areas that can potentially offer tricks & treats.

    The combination of rising demand for index-based investment products and an increasing appetite for strategies based on ESG criteria has led to a sharp increase in ESG-branded products. We highlight a number of reasons why these simple, low-cost solutions may not provide either the financial or sustainability outcomes investors are likely to expect.

    EM have tended to exhibit greater volatility than developed markets. Less stringent regulation, rapidly changing demographics and evolving policy environments can add to the uncertainty for EM investors. These
    issues are less likely to impact better managed, more sustainably run companies, in our view.
  • Is Europe uninvestable again? - Miton Webinar
    Is Europe uninvestable again? - Miton Webinar
    Carlos Moreno, Fund Manager at Miton Recorded: Oct 31 2018 29 mins
    In this webinar, Carlos Moreno, fund manager on the LF Miton European Opportunities Fund, sets out his views on European markets whilst also discussing his outlook and positioning for the fund as it approaches its three year anniversary.
  • Corporate Secretary Webinar – How are you handling cyber-security?
    Corporate Secretary Webinar – How are you handling cyber-security?
    Corporat Secretary and Nasdaq Recorded: Oct 30 2018 45 mins
    Tuesday, October 30, 2018
    8.00 am PST / 11.00 am EST / 3.00 pm GMT / 4.00 pm CET
    Duration: 30 minutes

    Join Corporate Secretary and Nasdaq for a discussion on cyber-security.

    Our expert speakers will discuss:

    • Cyber-risk and the responsibilities of the board
    • Why cyber-risk is different from other types of risk
    • Embedding cyber-risk in corporate governance practices
    • Role of the corporate secretary/governance professional on information provided to the board on cyber-risk
    • Board member education/preparedness
    • Board member recruitment in looking for expertise/experience in cyber-security
    • Board reporting – what the board needs to know

    Speakers include:
    • Moderator: Ben Maiden, editor, Corporate Secretary
    • Martyn Chapman, head of strategy, Nasdaq Governance Solutions
    • John Reed Stark, president, John Reed Stark Consulting

    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 Corporate Secretary.

    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
  • Fixed Income: Overcoming Issues in Liquidity with a Developing Monetary Policy
    Fixed Income: Overcoming Issues in Liquidity with a Developing Monetary Policy
    Luke Oliver, DWS, Janelle Woodward, BMO Global Asset Management and Alessia Falsarone, PineBridge Investments Recorded: Oct 29 2018 46 mins
    The Federal Reserve has planned 8 rate hikes over 2018-2019, and a world with "Quantitative Tightening" has forced fixed income investors to re-consider their liquidity strategies. Lower volatility and borrowing rates from the US may portend global markets to follow. This has huge implications for Fixed Income markets.

    This live panel webinar will cover the following questions:
    - How can Fixed Income investors adapt to a new world of rising interest rates and mediocre liquidity environment?
    - What other global macro events may happen that will affect fixed income investors’ portfolio?
    - Will developments in electronic trading platforms help fixed income liquidity?

    Panel:
    Luke Oliver, Head of ETF Capital Markets, DWS (Moderator)
    Janelle Woodward, Global Head of Fixed Income, BMO Global Asset Management
    Alessia Falsarone, Managing Director, Portfolio Strategy and Risk, Investments, PineBridge Investments
  • ETFs Maturing: Consolidation, Fees, & Competition in the ETF & Mutual Fund World
    ETFs Maturing: Consolidation, Fees, & Competition in the ETF & Mutual Fund World
    Matt Riley, J.P. Morgan Asset Management and Steven Quinn, Janus Henderson Recorded: Oct 29 2018 57 mins
    ETFs continue to rise in popularity. One-third of current equity ETF investors and
    almost 40% of asset managers expect to increase allocations to these
    funds in the coming year, according to Greenwich Associates. Still, ETFs have not been truly battle-tested in a bear market, not have they been tested in an environment where low volatility and increasing interest rates exist. Mut

    The dynamics between ETFs and Mutual Funds evolves with this environment, and this webinar will focus on what will happen to both mutual funds and ETFs moving forward, including:
    - Mutual funds are losing money to ETFs - will this trend continue in a Bear Market?
    - Buy vs. Build: consolidation in the ETF industry
    - Fees, margins & competition: big players are driving down margins, are smaller players coping?
    - Is Smart Beta the active manager’s answer to passive management?

    Panelists:
    Matt Riley, Vice President, J.P. Morgan Asset Management
    Steven Quinn, Head of ETP Distribution, Janus Henderson
  • What is the outlook for pan-European property equities?
    What is the outlook for pan-European property equities?
    Marcus Phayre-Mudge, Fund Manager Recorded: Oct 24 2018 36 mins
    Although we are late in the business cycle, income still remains crucial. With office rents rising everywhere but London, and the impact of Brexit along with the devaluation of sterling, this should not always be viewed as a negative as it can attract global investors. Marcus Phayre-Mudge will discuss the dynamic shifts in the retail space, the winners and the losers, as well as the rise in alternatives, such as investment in self-storage, budget hotels and student accommodation.
  • Buy or Hold: RAAIX Portfolio Update Call
    Buy or Hold: RAAIX Portfolio Update Call
    Burl East, CEO/Portfolio Manager, AACA Recorded: Oct 18 2018 37 mins
    Join Burl East, CEO and Portfolio Manager of American Assets Capital Advisers, for this Altegris/AACA Opportunistic Real Estate Fund (RAAIX) Q3 2018 portfolio update call.
  • Infrastructure for Income - Miton Webinar
    Infrastructure for Income - Miton Webinar
    Jim Wright, fund manager on the LF Miton Global Infrastructure Income Fund Recorded: Oct 18 2018 40 mins
    In this webinar, Jim Wright, fund manager on the LF Miton Global Infrastructure Income Fund, discusses the characteristics of infrastructure assets and how they can be used effectively to generate income.
  • Australian income and dividend update
    Australian income and dividend update
    Dr Don Hamson Recorded: Oct 17 2018 30 mins
    During this 20 minute webinar, Dr. Don Hamson will discuss:

    - Outlook for interest rates
    - Rundown of a good dividend season
    - RIO buyback
    - ALP franking policy update
  • Eliminate Over-provisioning in AWS
    Eliminate Over-provisioning in AWS
    Imran Moin, Chief Product Officer and Co-founder Recorded: Oct 17 2018 30 mins
    Over-provisioning in AWS can be a costly cloud computing mistake. Quite simply, DevOps teams are often purchasing too much cloud computing power. Enterprise Architects and IT professionals over-provision infrastructure, buying capacity just in case they need it, but the cloud allows you to spin up infrastructure as you go and as you need it. Another common mistake is that people are a little too slow in buying reserved instances, which is Amazon's way of lowering the hourly cost of infrastructure in exchange for a prepayment.

    Register now to learn:
    • How to downsize or terminate underutilized instances
    • How to right-sizing the nodes with a larger footprint.
    • How to make optimal RI purchases
  • A decade after the financial crisis...are we still worrying?
    A decade after the financial crisis...are we still worrying?
    Andrew Cooper, Business Development Manager and Andrew Merricks, Head of Investments at Skerritts Wealth Management Recorded: Oct 17 2018 16 mins
    10 years after the financial crisis we discuss some of the new global issues that an investment manager needs to navigate in a fast changing world.
  • Securitized Credit: A Timely Fixed Income Credit Alternative
    Securitized Credit: A Timely Fixed Income Credit Alternative
    Jeff Williams, Fund Manager, Securitized Credit Team, Schroders Recorded: Oct 16 2018 34 mins
    As investors contemplate the lower return environment, the potential for rising interest rates and rich valuations, many rely on traditional fixed-income credit strategies, or leveraged loans, as a way to generate return or income. These markets have become crowded, and the crowds pushing into risk by the global liquidity glut are, in our view, concernedly complacent.
     
    Now is the time to avoid these very crowded parts of the market through an alternative that’s been here in place sight all along - Securitized Credit. In this webcast we will explore the broad range of alternatives, from defensive to opportunistic, that can be found in Securitized Credit and lending. We will also demonstrate how these traditional credit replacements can consist of a hybrid of private debt and public securities to provide an attractive return profile, and offer better diversification with the most commonly held portfolio allocations. 
  • Investment Update: Quilter Cheviot Managed Portfolio Service Q3 2018 review
    Investment Update: Quilter Cheviot Managed Portfolio Service Q3 2018 review
    Simon Doherty and David Butler Recorded: Oct 16 2018 45 mins
    AGENDA
    • Overview of the key drivers of strategy performance over the third quarter of 2018.

    • Summary of the new fund ideas incorporated into the strategies over the course of Q3, 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.
  • BMO Multi-Manager Review and Outlook
    BMO Multi-Manager Review and Outlook
    Paul Green and Scott Spencer Recorded: Oct 11 2018 28 mins
    Join Paul Green and Scott Spencer on 11 October 2018 as they discuss their findings following research trips in both Japan and New York. In addition to the usual updates, the team will also reflect on the previous quarter and consider what might lie ahead for markets in the final three months of the year.
  • Prepare and Publish Financial Statements with Ease
    Prepare and Publish Financial Statements with Ease
    Erika Creary, Missy Ojigho Recorded: Oct 11 2018 40 mins
    A core activity of finance teams is to publish financial data that is accurate, complete and entirely auditable. The type of key reports produced for a range of stakeholders may include, the Income Statement, the Balance Sheet and the Cash flow Statement.

    Within the profession it’s often acknowledged that compiling these reports is becoming increasingly difficult due to short timeframes, inefficient tools, countless dependencies, downstream bottlenecks and reconciliation differences. This doesn’t have to be the accepted position.

    Join Excel4apps On Thursday 11th October at 13:00 GMT for a look into how our tools can help you Prepare and Publish Financial Statements with Ease. We’ll be sharing our views on the challenges in this area and what we believe is the best solution for making this painful process smoother, involving fewer discrepancies and overall better able to pass internal and external scrutiny.

    Register now and join us!
  • How will the EU’s sustainable finance 'taxonomy' really work?
    How will the EU’s sustainable finance 'taxonomy' really work?
    RI and PRI Recorded: Oct 11 2018 75 mins
    One of the most significant recommendations being pursued in the EU’s Action Plan is ‘to introduce a common sustainable finance taxonomy to ensure market consistency and clarity’.

    - In what way would it work?

    - How can such a taxonomy be both flexible and have integrity for identifying activities, assets and revenue segments that deliver on key sustainability goals?

    - How could the EU and its Member States apply relevant rules, and who would regulate them?

    - What would that mean outside of the EU?

    This webinar will answer these issues and many more, and let you pose your own questions on the Taxonomy.

    Speakers:

    Martin Spolc, Head of Unit, Capital Markets Union, DG Financial Stability, Financial Services and Capital Markets Union at the European Commission (EC),

    Nathan Fabian, Chief Responsible Investment Officer, Rapporteur of the Taxonomy Group, PRI

    Moderator: Sophie Robinson-Tillett, Deputy Editor, Responsible Investor
  • Downside Protection in Emerging Markets Equities
    Downside Protection in Emerging Markets Equities
    Jin Zhang, Portfolio Manager in our Quality Growth Boutique Recorded: Oct 11 2018 26 mins
    Downside protection is particularly relevant today as volatility is expected to increase in emerging markets. Whether it’s the impact of rising rates in the U.S., escalating U.S.-China trade tensions or political turmoil in Turkey or Brazil, a quality growth approach can help navigate uncertainty and uncover the return potential held within the planet’s most dynamic economic area.

    With decades of experience investing in emerging markets equities, our team seeks to invest in quality growth companies that can consistently and predictably grow earnings year in and year out. By delivering in both good and difficult environments, we seek to outperform the market with less risk over time.
  • Emerging markets corporate bonds
    Emerging markets corporate bonds
    Wouter Van Overfelt, Francesco Tarabini Castellani Nov 13 2018 9:30 am UTC 45 mins
    Inefficiencies are prolific in the emerging corporate bond space, making it an active manager’s paradise. In this webinar, Wouter Van Overfelt, Senior Portfolio Manager, will explain how to take advantage of these inefficiencies by complementing tried and tested value-driven strategies with event-driven opportunities.

    Wouter will also answer your questions and discuss the following:
    -Why he actively seeks stories which other managers avoid.
    -Where he is finding value in the current market.
    -What his views are on recent market developments.
  • Connected planning: A framework for enterprise collaboration
    Connected planning: A framework for enterprise collaboration
    Ron Dimon, Managing Director of Planning and Analytics at Deloitte Consulting LLP Nov 13 2018 10:00 am UTC 46 mins
    An increasing number of organizations today are using more accurate, real-time data and encouraging cross-functional collaboration—ultimately driving better-informed decisions about the workforce, investments, and company growth.

    In this webinar, Ron Dimon, Managing Director of Planning and Analytics at Deloitte Consulting LLP, will share the benefits of Deloitte’s Connected Planning framework. Currently used by Global 1000 companies, the framework:

    -Helps analysts, managers, and executives gain deeper insight into various business functions, including finance, sales, marketing, HR, supply chain, and IT

    -Empowers users to connect planning across the organization to drive performance improvements and gain competitive advantage

    -Enables true collaboration across the business, globally, with a central data hub
  • Fixed Income Series | ESG in corporate bond investing: risk, impact & engagement
    Fixed Income Series | ESG in corporate bond investing: risk, impact & engagement
    Responsible Investor and Barclays Nov 13 2018 2:00 pm UTC 60 mins
    How can investors think about sustainability in their wider corporate bond portfolios, and how are regulators and other public bodies beginning to address climate risk in bond markets?

    In this webinar, our experts discuss the current efforts being made to integrate ESG into the asset class and some of the lessons learnt so far.


    Speakers:

    Tomas Morsing, Head of Quant Strategies, Swedish pension fund AP2

    Carmen Nuzzo, Senior Consultant, ESG in Credit Ratings Initiative, PRI

    Lev Dynkin, MD, Head of the Quantitative Portfolio Strategy Group, Barclays Research

    Moderated by Sophie Robinson-Tillett, Deputy Editor, Responsible Investor

    Further Readings:

    https://www.investmentbank.barclays.com/our-insights/ESG-investing-yields-positive-returns-in-select-bond-markets.html?icid=ESG2_RIwebinar
  • RI Purchasing Strategies for AWS
    RI Purchasing Strategies for AWS
    Garrett Reynolds, Head of Customer Success Nov 13 2018 7:00 pm UTC 30 mins
    In this webinar you will learn how to use a big data analytics engine with machine learning to make intelligent decisions on purchasing reserved instances on AWS. Register for this webinar to get insights on:

    • How to make data-driven decisions on the amount of RI's to purchase
    • Understanding the optimal frequency of RI purchases
    • How to reduce the overall cost of your AWS infrastructure
  • Why open source is a critical ingredient for open banking
    Why open source is a critical ingredient for open banking
    Red Hat & FinTech Futures Nov 14 2018 3:00 pm UTC 60 mins
    Net new revenue can only come from net new offerings. Expanding the landscape by embedding services into daily activities brings financial transactions into context for customers.

    Inclusion in broader ecosystems, to drive innovative services that impact the top line - is founded in open source projects, principles and practices.

    In this session, learn:

    - Where innovation in open source is leading the way
    - Why safety and trust will become more critical than ever
    - How open platforms are creating new value streams

    SPEAKER
    Alessandro Petroni, Global Director of Strategy and Solutions, Red Hat Financial Services

    MODERATOR
    Henry Vilar, Reporter, FinTech Futures
  • IR Magazine Webinar - Understanding ETFs and indexes: What do you need to know?
    IR Magazine Webinar - Understanding ETFs and indexes: What do you need to know?
    IR Magazine and Bloomberg Nov 14 2018 4:00 pm UTC 60 mins
    Are exchange-traded funds (ETFs) a danger to the stock market? Or a natural progression driven by the needs and wants of institutional investors and their clients? One thing is certainly true: inflows into ETFs, index funds and similar products are increasing month on month. In April 2018 alone, passive US equity funds took $18.2 bn of inflows, while active funds suffered $11.4 bn in outflows.

    In a bid to understand this investment discipline, this IR Magazine Webinar, held in association with Blooomberg, will aim to find answers to these questions and more with the aid of our panel of expert speakers.

    This webinar will look at:
    •What ETFs are, how they work and why inflows are increasing
    •Understanding index investor behavior, and whether the term ‘passive’ is accurate
    •The role of ESG and other themes for passive fund managers
    •The tools you can use to examine the investment decisions made by passive funds

    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 view this essential briefing and be informed of future webinars produced by IR Magazine.

    IR Magazine has partnered with Bloomberg to deliver you this webinar. IR Magazine and Bloomberg 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 Bloomberg. Your data will be processed in accordance with IR Magazine’s privacy policy: www.irmagazine.com/privacy and Bloomberg’s privacy policy: www.bloomberg.com/notices/privacy
  • Targeting lower duration amid today’s higher rates
    Targeting lower duration amid today’s higher rates
    J.P. Morgan Nov 14 2018 7:00 pm UTC 60 mins
    While rates continue to rise from historic lows, core bond duration remain near record highs. In this upcoming webcast, join J.P. Morgan Asset Management to discuss market views and tax-advantaged, lower duration strategies amid today’s rising rates.
    Presenters:

    -       Matt Riley, ETF Sales Specialist, J.P. Morgan Asset Management
    -       Sam Azzarello, Global Market Strategist, J.P. Morgan Asset Management
    -       Rick Taormina, Portfolio Manager, J.P. Morgan Asset Management
    -       Ryan Szakacs, Capital Markets, J.P. Morgan Asset Management
  • How Effective is Your Internal Audit Function?
    How Effective is Your Internal Audit Function?
    Alec Arons, Ed Williams, CIA, CRMA, Christine Dobrovich, CRMA, and C. Michael Baron, CIA, CISA, CFSA, AMLP of Experis Finance Nov 15 2018 5:00 pm UTC 60 mins
    Experis Finance is pleased to announce the third webinar in our Hot Topics series. Our goal is to provide you with a series of webinars that provide practical insights on topics of interest to internal audit, risk and compliance professionals, audit committees, and board members.

    Our third session covers Internal Audit Function Effectiveness.

    In this webinar, a panel of seasoned Internal Audit practitioners from Experis Finance will share their insights, experiences and recommendations on how Internal Audit functions can assess the effectiveness of their activities. With different drivers and many available possibilities, this is a classic “one size does not fit all” scenario. This session will help Internal Audit leaders understand the available options in order to determine the approach and methodology that best suits their individual situation and relevant stakeholders.

    During this webinar, we will address the following topics:
    •How is Internal Audit effectiveness defined and how can Internal Audit manage the competing expectations of their stakeholders (Senior Management, the Board, the Audit Committee, Regulators, External Auditors, etc.)?
    •What are the elements of the Quality Assurance and Improvement Program (QAIP) as defined by the IIA’s International Standards for the Professional Practice of Internal Auditing? Are there different options and possibilities for assessing Internal Audit effectiveness?
  • Accessing Artivest: An Introduction to the Platform and Site Navigation Tutorial
    Accessing Artivest: An Introduction to the Platform and Site Navigation Tutorial
    Drew Anderson, Business Development, Artivest Nov 15 2018 6:00 pm UTC 60 mins
    Join this live online training to demonstrate how easy it is to review and purchase a sample private equity cannabis fund, or another alternative strategy, on the Artivest Platform.
  • Conducting the symphony: How to coordinate your sales planning initiatives
    Conducting the symphony: How to coordinate your sales planning initiatives
    Hunter James, Sr Director, Voiant Group; Jason Loh, Sales Solutions, Anaplan; Linda Connor, Director of Finance, Tibco Nov 16 2018 2:00 pm UTC 60 mins
    Learn to keep the elements of your go-to-market strategy working in harmony.

    Your product and services define what you bring to the market, but your go-to-market is your secret sauce. It’s the strategy that you’re constantly developing to approach, target, and dominate, and it includes how you orchestrate your territory plans, quotas, account segments, incentives, staffing, and KPIs. But how do you tune your go-to-market strategy to strike the perfect note? In this webinar, learn to keep the elements of your go-to-market strategy working in harmony, including:

    -How to unify the components of your sales planning process
    -Understanding how Anaplan customers gain competitive advantages through improved sales planning
    -Ways to align sales territories and quotas to increase the bottom line
  • Creating motivating and personalized incentive plans
    Creating motivating and personalized incentive plans
    Steve Marley, principal at ZS Associates Nov 20 2018 9:00 am UTC 49 mins
    Discover the changing world of incentive compensation. Would a psychologist agree with how we design incentive plans?

    Sales compensation plans are traditionally designed around sales roles, and they assume every individual has the same motivations—which psychologists would disagree with. One of the great visions for sales compensation is to provide a level of personalization to sales comp plans to maximize the motivation of individual sales representatives. As a result, more and more companies are tailoring their incentive plans to increase motivation in their sales reps and encourage desired sales behaviors.

    Join Steve Marley, co-author of The Future of Sales Compensation, in this webinar as he discusses how companies are enabling personalized incentives to benefit both the individual and the company.

    This webinar is brought to you by Anaplan and its partner ZS Associates.
  • Anti-money Laundering and Anti-Fraud: Together is better
    Anti-money Laundering and Anti-Fraud: Together is better
    Jeff Ingber-Chief Consultant,Risk;Satish Acharya-Global KYC&AMLPractice Lead;Ashwani Bhardwaj-Global Head Risk Products&Fraud Nov 20 2018 7:00 pm UTC 45 mins
    Consolidating anti-money laundering and anti-fraud functions under an enterprise-wide “anti-financial crime" umbrella can deliver major efficiencies and cost-savings. But it must be approached carefully and thoughtfully, incorporating modern digital tools and developing agile risk management frameworks that enable Financial Institutions to act swiftly, reduce redundancies, and ensure compliance in an increasingly complex global banking environment. In this webinar, we will offer practical takeaways on:
    •How merging AML and anti-fraud functions takes advantage of various synergies
    •How risk executives can best address challenges in consolidating the two functions
    •How a financial institution can maximize the benefits of AML and anti-fraud consolidation, while minimizing cost, burden and inefficiency
    •How technological innovations can aid the convergence and make compliance resilient, responsive, and sustainable
  • 3 Year Anniversary of the SDGs: How Investors Are Measuring Impact
    3 Year Anniversary of the SDGs: How Investors Are Measuring Impact
    Responsible Investor and ISS Nov 21 2018 2:00 pm UTC 60 mins
    Three years ago, the United Nations adopted the Sustainable Development Goals (SDGs) as a global call to action for positive change. Ever since, the global investment community has become increasingly eager to achieve some kind of “SDG alignment”.

    Near the anniversary of the establishment of the SDGs, this RI/ISS-ESG webinar provides an overview of how impact investing connects to the SDGs, and how investors are measuring effectiveness.

    - What drives investors to choose the SDGs as a framework for investing and how are they approaching this?

    - What tools are available to identify and measure companies’ contributing to the SDGs? Should SDG investments be focusing on products & services or on companies’ operations?

    - What are the challenges to investing in the SDGs? Are the SDG even investable in mainstream investment, given the fact that many of the SDGs and targeting problems in emerging markets that are probably rather solved by modest projects rather than large listed corporates?

    - Is there a risk of SDG-washing and sticking SDG labels on existing mainstream investments? How can this be prevented?
  • IR Magazine Webinar – Getting roadshows right in a changing landscape
    IR Magazine Webinar – Getting roadshows right in a changing landscape
    IR Magazine and Q4 Nov 21 2018 4:00 pm UTC 60 mins
    Much has been made in recent months of the way Mifid II is likely to place barriers in the way of successfully setting up non-deal roadshows (NDRs), or roadshow meetings, with investors. The expectation is that roadshows will not only involve more figurative legwork to get up and running but also more physical legwork – involving longer periods of travel time as sell-side assistance with scheduling meetings becomes rarer.

    In this webinar, speakers are invited to discuss in detail how to use what IROs already know and combine it with the new tools and services filling the space left by the sell side to ensure a sufficient number of meaningful interactions still take place. Speakers will explain best practices for drafting target client lists and outsourcing to the best alternative brokerages in the market. The aim of the discussion will ultimately be to unpack how IROs can embrace and own their newly center-stage role in the current environment without becoming overwhelmed and overburdened.
    • The realities of Mifid II with respect to NDRs – What can be worked around and what needs to be addressed?

    IR Magazine has partnered with Q4 to deliver this webinar to you. 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 emailing with the word ‘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: https://www.q4inc.com/privacy-policy/default.aspx.
  • How To Create A Mobile-First People Strategy To Modernise Employment
    How To Create A Mobile-First People Strategy To Modernise Employment
    Mark Elwood Nov 22 2018 11:00 am UTC 45 mins
    Just 29% of UK employees work for firms that operate flexible working policies for all employees according to recent research commissioned by TeleWare.

    This highlights the stark differences in how firms are creating workforces who can work flexibly in an increasingly mobile environment. One thing is certain, tools that enable employees to work wherever and whenever they want to are here to stay, but how firms deploy them could be the difference between success or failure.

    Join us in the latest webinar in our mobility and productivity programme where we will share exclusive insight into mobile and flexible working practices.

    Join our panel of experts to find out:
    •The impact on businesses who fail to deliver changing flexible working expectations
    •The technological advancements that are helping firms operate flexibly
    •The benefits and the pitfalls of a more mobility enabled workforce
    •The barriers to successful adoption and how you can overcome them.
  • Next generation sales and business alignment: Driving past legacy integration
    Next generation sales and business alignment: Driving past legacy integration
    Aaron Goldberg - Market Expert at Content 4 IT, Jason Loh - Global Head, Sales Solutions at Anaplan Nov 23 2018 2:00 pm UTC 37 mins
    In many organizations, sales metrics are typically driven by a sales-only view that can diverge from the company’s overall business plan at the detail level. This is the result of legacy approaches that have limited integration between sales and business operations metrics.In today’s hyper-competitive landscape, successful digital businesses can no longer afford to operate this way.

    Building truly connected sales plans and strategies that are tightly linked to enterprise performance management, CRM, and other critical business data ensures that every part of the organization is working together.

    Watch this webcast to gain key insights into incentives and best practices for true sales and business alignment.
  • HANetf | Investing in Cloud Technology
    HANetf | Investing in Cloud Technology
    HANetf and Guests Nov 28 2018 2:00 pm UTC 45 mins
    Cloud is the transformative technology of modern world, changing the way we communicate, do business, manage information and do business. With billions of internet-connected devices already in circulation, HANetf explores the growth drivers of cloud technology and shows how European investors can gain exposure to this generationally important theme.
  • IR Magazine Webinar – Investor access democratized: What it means for capital ma
    IR Magazine Webinar – Investor access democratized: What it means for capital ma
    IR Magazine and WeConvene Nov 29 2018 4:00 pm UTC 60 mins
    Mifid II kicked off a series of changes in the investor access world. The impact of Mifid II has varied by region, but a few things are unequivocally clear:

    •The market for investor access has been democratized, creating opportunities for both traditional and non-traditional participants to provide services to their corporate clients
    •The importance of investor access will only ever increase but its value is unlikely to be linked to a dollar amount that is anything other than a logistics charge
    •Targeting investors is going to be harder as time goes on given that the breadth and depth of coverage from the sell side will definitely decrease.

    Our webinar panel will discuss what the opportunities are for traditional and non-traditional players in the democratized investor access world. We will also discuss what IROs can do to maintain investor access levels, especially when they are coming from new channels or when IROs need to create their own channels to get to new investors.

    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.

    IR Magazine has partnered with WeConvene to deliver this webinar to you. IR Magazine and WeConvene 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 emailing with the word ‘unsubscribe’ in the subject line or by clicking on the ‘unsubscribe’ link in any email from us or WeConvene. Your data will be processed in accordance with IR Magazine’s privacy policy: www.irmagazine.com/privacy and WeConvene’s privacy policy: www.weconvene.com/legal.