Multi Asset Sector Review: A Morningstar OBSR Overview
Diane Earnshaw and Richard Whitehall, Morningstar OBSR investment analysts, provide an overview of the multi-asset fund universe and the re-defined IMA peer groups. They will be focusing on what Morningstar OBSR look for in their rated multi-assets funds and highlighting a few of those rated in the IMA Mixed Investment 40-85% shares sector.
RecordedJul 19 201227 mins
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Hannah Hutcheon, Panacea Adviser & John Joe McGinley, Glassagh Consulting
Good solid relationships with the right solicitors and accountants can help any business develop a stronger and more profitable proposition for clients. However while many people talk about it how many do it well?
Panacea Adviser and Glassagh Consulting in their next Bright talk TV session will outline the key steps to success in working with Solicitors and Accountants. It will cover:
- Making contact
- The nuts and bolts of working with solicitors and accountants
- The key opportunities not to miss
- Keeping it the relationship going.
This session which will last 45 minutes and is one not to miss and can help any business no matter their experience with strategic alliances.
Ina Yulo (BrightTALK), Steve Tigar (Money Dashboard), Dan Scholey (Moneyhub)
Data visualisation is a discipline that uses graphs and charts to easily communicate large chunks of data into easily digestible formats.
When it comes to personal finance, data visualization has been used to create useful dashboards where users can keep track of their spending, income, and budgeting.
Join this session where we will discuss:
-Why is data visualization so useful when it comes to personal finance?
-What are the best data viz tools/apps for personal finance?
-What are customers missing from banks that personal finance fintechs are able to provide?
-What are the best practice tips for using dashboards and apps to improve personal finance?
-What are some common mistakes people make when managing their personal finances?
-What are some common misconceptions of data visualization?
Dara Albright, Brian Dally (Groundfloor), Jim Jones (IRA Services Trust), Sally Outlaw (CEO, Worthy)
Depressed interest rates and volatile equity markets are driving an unprecedented interest in retail alternative investment products. Fortunately, through the intersection of technology and regulation, new FinTech archetypes are emerging to satisfy that demand.
This webinar will highlight some of these groundbreaking technologies, tools, apps, rules and investment products that are transforming the financial services industry and changing the way people invest as well as save for retirement.
This is a MUST-VIEW webinar for investors of all sizes, financial advisors, wealth managers, FinTech platforms, and regulators.
Anthony Gillham, Co-Investment Director of Multi-Asset at Old Mutual Global Investors
The pension freedoms have created a great opportunity for clients to access their accumulated wealth. OMGI’s presentation will consider what advisers/clients fear most in deriving an income strategy in retirement
• Running out of money – exhausting the pension pot – risk of ruin
• Their ability to sustain their existing levels of consumption given increasing life expectancy
• The effects of inflation on the future purchasing power of their wealth
• The ability to pass any wealth down the generations
Aram Compton, Fund Manager of the Sarasin GlobalSar fund range
Aram Compton, Fund Manager of the Sarasin GlobalSar fund range, explores how economic growth relates to investment returns and in what way multi-asset portfolios can be balanced for this generation and the next.
Rory McPherson, Head of Investment Strategy, Psigma Investment Management
In this session Rory McPherson will discuss the changing landscape of Multi Asset Investing and whether we still expect it to be a key driver of returns in a post Brexit world. He will review where the returns have come from and focus on what future returns might look like and where they’ll be found.
We look forward to you joining our call on 13th September with Rory McPherson, Head of Investment Strategy, Psigma Investment Management.
Rob Martorana, Brian Gilmartin, Marc Gerstein, Jeff Miller, Ed Stavetski
Six veteran investors explain how they cut through the clutter of sensationalism and pseudo-analysis that litter the landscape of today's financial journalism. The webinar is accompanied by a 30-page slide deck with embedded links. The content is based on an article published by the CFA Institute in July of 2016, and the authors will discuss and debate their approaches.
This presentation, FINTECH: Good and Bad News for Inclusive Sustainable Finance, will explore issues surrounding the rapid deployment of computerized electronic platforms, cryptocurrencies and algorithms now disrupting legacy financial firms and their models.
Good News: this disruption was long overdue and welcome where it overturns inefficient, inequitable, over-priced services, democratizing lending, investment, banking, payments, remittance and widens easy availability of transactions. Widespread adoption of Blockchain-based distributed ledgers offer closer monitoring of financial ethics and performance. Bad News: this electronic, information-rich disruption of legacy finance ranges from algorithmic high-frequency trading (HFT) we explored for the UN Inquiry (2015) to the rapid co-option and buyouts of companies in the FINTECH 100 by the big legacy banks; the excessive run-up in pre-IPO valuations, focusing on big wins, short-term profits – evidence of the same excesses and unsustainable practices needing reform. Even the ingenious market-based reform in IEX’s platform’s technological designed “speed bump” which levels the playing field for investors also can be subverted to extort fees by unscrupulous firms. Vulnerability, internet and spectrum capacity as well as security issues need attention.
While FINTECH offers so many opportunities for reforming and democratizing finance, the race is on to own and control these disruptive firms and their profits. Steering FINTECH firms toward globally inclusive, sustainable development goals as in the UN’s SDGs must now be built in. Ethical standards are key in optimal systemic design. How best to measure their social and environmental impacts, performance metrics and accounting, and monitor prudential architecture at global and national levels? How can we help design FINTECH for inclusive sustainable finance and markets?
Saeed Hassan (Grow Advisors), Matt Hinkley (Rangewell), Paul Sullivan (Modedaweb), Helene Panzarino (Funding for Dummies)
In this webinar, we shall discuss the origins alternative finance and share clues to understand what the future holds. We shall also review what alternative finance will mean for traditional finance organisations, savers investors and businesses alike.
-Alternative Finance - alternative to what exactly?
-Looking back and looking forward to the future of alternative finance
-Review different participants' perspectives, outlining opportunities and challenges for each.
Ina Yulo (BrightTALK), Jacqueline Morcombe (Misys), Kathryn Petralia (Kabbage), Amit Batra (Genpact)
We are living in a digital reality but bank’s corporate clients are already being wooed by post-digital, fintech driven possibilities. Traditional lenders face fundamental challenges to grow their business with 1 in 5 banks still lacking an enterprise digital strategy to serve their corporate clients. With low interest rates and increasing costs, optimising the customer experience might be part of the vision statement, but delivering on this ethos has not been straightforward. Has bank thinking been inside-out in commercial and corporate lending?
Digitalisation has been spurred by a drive for back office simplification. While this delivers improved service levels, self-service for borrowers in commercial lending is still not business as usual. Slow turnarounds, limited digital engagement and an inability to surface key information at the right time in the right place continues to hamper corporate client productivity and liquidity. With an outside-in approach banks are starting to deliver strategies for end-to-end digitalisation and multiple channel, 24x7 self-service - from loan origination, to loan servicing.
Discover how banks can capture new market opportunities, drive revenue growth and free up relationship managers time while also embracing integration, collaboration and choice in a post-digital world.
In this webinar, a panel of experts will reveal
- Use cases for banks to simplify the lending process and drive end-to-end digitalisation in commercial and corporate lending
- The key pillars underpinning the corporate borrower’s user experience
- How digital strategy today, can drive lending nirvana tomorrow
Jesse Podell, Tripp Hornick (SMBscorecard), Philip Rakhou (Avicenna Ventures), Nadia Andersen (Deloitte), Dave Sutter (Fluent
In this session, our panel will discuss:
-Current trends in lending
- Risk & Cross border lending
- Bank appetite for innovation
- Startups making inroads
- Emerging trends in factoring and AR trading
- Blockchain and distributed ledgers
-How SMEs can benefit from this new trend
Suzanne Evans (Grow Advisors), Richard Carter (Nostrum Group), Snehal Fulzele (Cloud Lending Solutions)
Join this panel to familiarise yourself with the global online lending industry. The panel will discuss the key issues, challenges and opportunities presented to the banking industry. The goal will be to equip those responsible for business development and strategy to have a clearer idea of what is happening and how to prepare for the future.
Some discussion points will include:
-Challenges facing independent p2p lenders that the banks are better placed to overcome
-Why online lending platforms for banks should be structured differently to independent online lenders
-What type of bank may be more naturally suited to online lending?
-How are banks setting up to face the challenge and opportunity presented by online lending?
Igor Tsukerman (President & Chief Investment Officer, Passed Pawn Advisors)
From Ireland to Portugal to Greece, and from Spanish real estate to Italian bad loans to Brexit -- Europe has been seemingly living from crisis to crisis since 2008. Investment climate remains challenging in many areas, as economic growth, bad debt and the Euro remain key risks.
At least one place in Europe, however, may offer an intriguing investment opportunity: an economy with healthy growth, manageable debt, and a major, non-Euro currency. Welcome to Sweden.
Michael Browne, Portfolio Manager, European Long/Short
The weeks following the UK’s vote to leave the European Union have seen political upheaval, huge exchange rate movements, central banks signalling further loosening of monetary policy and an initial sell off for European equity markets followed by a normalisation of volatility. But where does that leave the future of European equities? Join Michael Browne, European Equity Long/Short portfolio manager at Martin Currie to find out his views on the future for Europe, protection of capital through the short term uncertainty and how he believes there are still ways for fundamental long/short stock pickers to capture company opportunities and generate returns for clients.
Graham Seel (BankTech Consulting), Shirish Netke (Amberoon), Bob Mark (Black Diamond Risk), Ravi Kalakota (LiquidHub)
When it comes to tracking the flow of money, it’s no doubt that studying patterns and analytics behind the transactions are important in fighting financial crime.
Join this session where we'll discuss:
-The application of machine learning and big data in AML monitoring
-How to implement proper Know-Your-Customer (KYC) processes
-Challenges around automation and using predictive analytics to prevent future issues
Annine Nordestgaard Bentzen (Hufsy), Jeremy Light (Accenture), Stefan Weiß (Fidor), Jan Sirich (Nordea)
A successful Application Programming Interface (API) strategy relies heavily on concepts of open infrastructure and open data. The adoption of Open APIs in banking is thus an idea that has been met with excitement and, understandably, concern as well.
Attend this summit where our experts will discuss:
-What’s in it for banks/fintechs?
-What are the pitfalls when it comes to opening up APIs for banks and integrating into open APIs for fintechs?
-PSD2 - will you be ready (mostly a consideration for banks)?
-How should we (fintechs and banks) operate until the PSD2 is rolled out?
JS Gourevitch, Bernard Lunn (Daily Fintech Advisers), Alix Murphy (WorldRemit), James Ashe-Taylor (Constantine Cannon)
We haven’t always lived in a world where cash rules. Bartering of goods used to be the main form of transaction, and now many are turning to their mobile phones and are campaigning for a world where cash no longer exists.
Join this panel where the following points will be discussed:
-Benefits and challenges of a cashless society
-What are the security issues surrounding cash and how can these be solved by going cashless?
-Case studies of going cashless
-Cash in the sectors of: investment, money transfer, banking, alternative currencies
-How living in a cashless society could benefit the unbanked population
Pierre Suhrcke (Pascal Capital), Deepak Dutt (Zighra), Sunil Madhu (Socure)
- All goes mobile
- Cybersecurity Threats such as identity thefts , hacking on the rise
- Security the key success driver for FinTech and InsurTech
- What are the solutions?
- Overview of main players
- Can the industry win the battle against the fraudster?
- How does the future look like?
Join an online community of financial advisers, featuring presentations from a wide variety of industry experts, the events are divided into four themes – Investment & Economics, Tax & Pensions, Better Business and Client Acquisition & Retention.
This channel sits at the heart of the financial adviser community and hosting video and webinar content, providing tools for users to comment and run regular online surveys with a view to keeping the content relevant and timely.