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Financial Planning and Analysis

  • IR Magazine Webinar – Preparing your investors for revenue recognition
    IR Magazine Webinar – Preparing your investors for revenue recognition IR Magazine and Intelligize Feb 26 2018 4:00 pm UTC 60 mins
    Monday, February 26, 2018
    8.00 am PST / 11.00 am EST / 4.00 pm GMT / 5.00 pm CET
    Duration: 30 minutes

    Many US companies are grappling with FASB’s changes to reporting revenue. These changes have a knock-on effect for the analysts who cover you as internal models need to be updated and revenue needs to be recalculated.

    At Microsoft, the IR and accounting teams recognized the risks of the revenue recognition changes early. By starting early, they were able to address investor and analyst concerns, provide dedicated resources around revenue recognition, and clearly inform their investors and analysts of what the changes meant for them. The teams were recently presented with the Pacesetters of the Year award for excellence in financial reporting. Join this webinar for practical tips on navigating this accounting change and how you, as IR professionals, can keep your investors updated.

    Speakers include:

    • Ben Ashwell, digital editor, IR Magazine
    • Kristin Chester, senior financial manager of investor relations, Microsoft
    • Stacy Harrington, director of corporate revenue assurance, Microsoft

    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.
  • European Sustainable Investment Policy: Series 3/3 SUSTAINABILITY DEFINITIONS
    European Sustainable Investment Policy: Series 3/3 SUSTAINABILITY DEFINITIONS Responsible Investor Feb 28 2018 2:00 pm UTC 60 mins
    European Sustainable Investment Policy

    •The EU High-Level Expert Group on Sustainable Finance (HLEG)
    •The European Commission’s policy objectives

    Responsible Investor is proud to present a series of three webinars focused on European sustainable investment policy in the context of the High-Level Expert Group on Sustainable Finance (HLEG) and the stated objectives of EU Vice-President Valdis Dombrovskis.

    This is a crucial time for EU policy on ESG. But how will it affect you… and your clients?

    With Europe looking at investment mandates, sustainability definitions and green financing incentives, ‘the HLEG-effect’ will be far-reaching.

    The series will feature senior figures from the EU, leading market participants and expert analysts.

    European Sustainable Investment Policy: Series 3/3 SUSTAINABILITY DEFINITIONS

    There is also a plan to create a common language and classification system for sustainable investments. This ‘taxonomy’ will impact the investment landscape and could foster the construction of green portfolios: but what will it look like and who will oversee it?

    - Eila Kreivi, Head of Capital Markets, European Investment Bank
    - Yao Wang, Professor and Director General, International Institute of Green Finance, Deputy Secretary General of Green Finance, Green Finance Committee of China Society for Finance and Banking
    - David Harris, Group Head of Sustainable Business, London Stock Exchange Group, Head of Sustainable Investment, FTSE Russell

    Moderator: Sophie Robinson-Tillett, Deputy Editor, Responsible Investor
  • Balancing Risk, Compliance, and Performance in Data Analytics
    Balancing Risk, Compliance, and Performance in Data Analytics Scott Jeschonek, Director of Cloud Products (Avere) and Leonord Law, Product Manager (Google Cloud) Feb 28 2018 7:00 pm UTC 60 mins
    In this webinar, Avere Systems and Google Cloud explore the ways in which alternative asset managers are leveraging technology to drive improved profitability data without large capital investments in infrastructure.

    Today’s hedge fund managers are consistently analyzing greater volumes of data, with more speed, from a plethora of sources, with the end ambition of generating more alpha. Balancing the growing risks associated with proprietary data, compliance and regulatory restrictions, while supplying top-level performance is a dilemma facing IT managers everywhere.

    In this webinar we will discuss:

    – The trends driving increased demand for analytics in the alternative asset management sphere
    – Considerations for leveraging the cloud for short-term backtesting workloads
    – Practical tips for overcoming potential obstacles of latency, data movement, and lock-in
  • Reporting Season & Volatility – Outlook for Australian Equities
    Reporting Season & Volatility – Outlook for Australian Equities Damien Keune and Gus Robers Mar 5 2018 12:00 am UTC 45 mins
    Discussion points:

    - What reporting season told us?
    - Current valuations and what is the outlook
    - How has the Solaris Australian Equity Long Short Fund performed through the market volatility?
    - What stocks and sectors stand out?
  • Harness the Power of Quantitative Investing to Survive a Fee-Based Environment
    Harness the Power of Quantitative Investing to Survive a Fee-Based Environment Greg Guerin, First Trust • Cameron Lilja, Nasdaq Global Indexes • Jay Gragnani, Nasdaq Dorsey Wright Mar 6 2018 3:00 pm UTC 30 mins
    Nasdaq Dorsey Wright & First Trust Bring AlphaDEX® to European Advisors | .5 CPD Credit (pending approval)

    The growth of technology & fee based advisory in the United States have been powerful drivers of the adoption of ETFs and outsourced Model Portfolios by financial advisors and wealth managers.

    MiFID 2 and the rise of Robo advisors looks set to reshape advisor business models and accelerate these same trends amongst investors in Europe.

    Nasdaq Dorsey Wright and First Trust have been at the forefront of this investing revolution in the United States, delivering quantitative asset allocation strategies and systematic smart beta ETFs to empower advisors to compete in this new world.

    The tried and tested combination of Nasdaq Dorsey Wright Relative Strength Model Portfolios and First Trust AlphaDEX® ETFs is a powerful solution now available to advisors in Europe to enable them to future proof their business and thrive in the era of the Robo Advisors.

    In this session participants will learn:
    -How to implement a systematic approach to asset allocation utilising ETFs
    -How to differentiate between smart beta exposures
    -Nasdaq Dorsey Wright relative strength asset allocation methodology
    -First Trust AlphaDEX® security selection strategy

    "AlphaDEX®" is a registered trademark of First Trust Portfolios L.P. First Trust Portfolios L.P. has obtained a patent for the AlphaDEX® stock selection methodology from the United States Patent and Trademark Office.

    •Gregg Guerin, Senior Product Specialist, First Trust Global Portfolios
    •Cameron Lilja, Director of Research & Development, Nasdaq Global Information Services
    •Jay Gragnani, Head of Research & Client Engagement, Nasdaq Dorsey Wright
  • Find the value in fixed income
    Find the value in fixed income Mark Holman, CEO and Portfolio Manager Mar 8 2018 9:00 am UTC 60 mins
    Income continues to be a scarce commodity in financial markets. Fixed income remains the most natural place to look but finding value can be a challenge in the current market environment.

    Where do you look for safe yield whilst rates are going up?

    To find out, join our webinar where Mark Holman of TwentyFour Asset Management will answer this question and discuss:
    •Where we see value for investors in 2018
    •The areas of fixed income we like and why
    •A model portfolio for income generation
  • 2018 Digital Commerce Fraud Outlook
    2018 Digital Commerce Fraud Outlook Jordan McKee, Principal Analyst Mar 14 2018 2:00 pm UTC 60 mins
    Transactions are migrating from offline to online channels, driving dramatic shifts in the fraud landscape. 2018 will be another challenging year as increasing EMV penetration in the US further throttles the counterfeiting market, shifting more fraudulent activity into digital channels. Join 451 Research Principal Analyst Jordan McKee as he discusses the major fraud trends to monitor in the New Year and shares market data on the current and future state of the digital commerce threat environment.
  • Live Webinar: Integrierte Buchung & Reisekostenabrechnung
    Live Webinar: Integrierte Buchung & Reisekostenabrechnung SAP Concur Jochen Alig Senior Solutions Consulting Stas Litau Inside Sales Representative Mar 20 2018 2:00 pm UTC 45 mins
    Aufwendige Reisekostenabrechnungen auf Papier oder in Excel-Tabellen gehören in Unternehmen der Vergangenheit an. Erfahren Sie, warum Automatisierung die Lösung auch für komplexe Reisetätigkeit ist.