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Institutional Investors

  • Factor Research Quarterly: Forecasts & Market Events
    Factor Research Quarterly: Forecasts & Market Events Matthew Peron, Global Head of Equity, and Michael Hunstad, PhD, Director of Research at Northern Trust Asset Management Aug 29 2017 2:30 pm UTC 45 mins
    Our most recent insights into equity factors around current market events and trends. Find out how timely market events have been affecting equity valuations and returns from the industry experts.
  • E-Signatures & Digital Lending: How to Move 99% of Customers off Paper
    E-Signatures & Digital Lending: How to Move 99% of Customers off Paper David Smith, Vice President, Application Systems, & Many More.. Aug 31 2017 6:00 pm UTC 60 mins
    In the sub-prime lending market, speed-to-close determines market share. Join us to learn how an end-to-end digital process with e-signatures transformed OneMain’s lending business – positioning the lender as the largest personal loan company in the U.S. Today,99% of OneMain’s loans are e-signed, enabling them to be closed and funded significantly faster than on paper.

    In this 60-minute presentation, you’ll learn how the company took a phased approach and implemented e-signatures in the call center and online channels, then expanded to the branch network. This year, OneMain will complete its e-signature roll-out to 1,700 branches, where the majority of its loans are transacted.

    Our speakers will share firsthand insights and advice on topics like:

    · Top e-signature requirements, such as security, deployment, scalability
    · Best practices for preparing a national roll-out – including working with regulators on a state-by-state basis
    · Designing optimal workflows for remote vs. in-branch transactions
    · Preparing the branch network for e-signature

    Presenters: David Smith, Vice President, Application Systems, OneMain
    Philip Hannah, Director of IT, OneMain
    Mary Ellen Power, VP Marketing, eSignLive by
    VASCO
  • Emerging Market Corporate Bonds: An active investor’s paradise
    Emerging Market Corporate Bonds: An active investor’s paradise Wouter Van Overfelt & Sergey Goncharov Sep 6 2017 8:30 am UTC 30 mins
    Emerging market corporate bonds are thriving, offering considerable pick up compared to emerging sovereigns and developed market equivalents… but with considerably less leverage and lower duration. Certain segments of the market can also be highly decorrelated from the broader markets because price action tends to be corporate specific.

    Join us for an interactive webinar where Wouter Van Overfelt and Sergey Goncharov will reveal how our signature value strategies, combined with our contrarian approach to special situations (which other managers often avoid) can help you extract alpha from emerging market corporate bonds.
  • A global ‘stock-take’ on where we’re at regarding environmental reporting
    A global ‘stock-take’ on where we’re at regarding environmental reporting Responsible Investor & ISS Ethix Sep 6 2017 1:00 pm UTC 60 mins
    A global ‘stock-take’ on where we’re at regarding environmental reporting

    Post the TCFD report and evolving country and EU regulatory moves: what are investors actually expected to do now on assessing and communicating climate risk exposure?
    _______

    • A changing world of compliance
    The world of climate reporting is moving fast and investors need to understand what their responsibilities are in multiple jurisdictions and how climate data can best serve them.

    • Hard vs soft law
    Countries including France, Sweden, Japan, Switzerland and the US state of California have introduced a variety of hard and soft laws. TCFD is voluntary and the EU’s plans look likely to be so also: what’s an investor supposed to do?

    • How to?
    Investors need guidance and takeaways for action.

    • Trump v the States?
    What does the evolution mean for US investors in the light of the US government’s withdrawal from Paris and California and other states’ counter moves?

    • What’s expected versus what’s possible?
    Investor leadership in times of compliance requirements.
    _______

    Speakers:
    Robin Edme, Senior Policy Officer Green and Sustainable Finance, European Commission
    Dr. Maximilian Horster, Managing Director, ISS Ethix Climate Change Solutions
    Christina Oliverona, Sustainability Analyst, AP2

    Moderator:
    Hugh Wheelan, Managing Editor, Responsible Investor

    Presented by: Responsible Investor & ISS Ethix
  • Fixed income 6 monthly update
    Fixed income 6 monthly update Ewan McAlpine Sep 7 2017 1:00 pm UTC 45 mins
    Senior Client Portfolio Manager Ewan McAlpine offers a six monthly overview of fixed income markets, touching on all areas from gilts to high yield.
  • Preeminent PE: The new Masters of the Tech Universe
    Preeminent PE: The new Masters of the Tech Universe Brenon Daly, Research Director, Financials, 451 Research Sep 7 2017 5:00 pm UTC 75 mins
    Forget Oracle, IBM or any of the other big-name, publicly traded acquirers that – until now --have always set the tone in the tech M&A market. If a tech deal printed in 2017, the buyer is more likely a private equity firm than any of the well-known serial acquirers on the US stock market. This is the first time in the history of the multibillion-dollar tech M&A market that financial acquirers have been busier than these strategic acquirers. To understand how the ever-growing influence of buyout shops is reshaping the tech industry, join 451 Research for an hour-long webinar on Thursday, Sept. 7 2017.
  • Listed Infrastructure - invest in the foundation of every economy
    Listed Infrastructure - invest in the foundation of every economy Matthias Meyer Sep 12 2017 9:00 am UTC 60 mins
    Presented by Matthias Meyer, Head of Investment Specialists Liquid Real Assets for Asia & Europe: Frankfurt

    Matthias joined Deutsche Bank in 2005 and has been responsible for Deutsche Asset Management’s Liquid Real Assets client distribution in Asia & Europe since 2014 where he built the LRA business from scratch and was honored with the award: 40 under 40 - Rising Star of Institutional Asset Management – by Financial News.

    Prior to his current role, Matthias worked in several sales & advisory roles within Deutsche Bank Wealth Management. In addition he was a board member of the Deutsche Bank Switzerland Pension Fund as well as head of the Investment Committee.

    Matthias holds a Master's Degree ("Diplom-Betriebswirt") in Banking & Finance from University of Applied Sciences, Saarbruecken
  • Property: Solving the liquidity puzzle
    Property: Solving the liquidity puzzle Marcus Phayre-Mudge, Head of Property Equities Team Sep 20 2017 9:30 am UTC 45 mins
    Property is a valid diversifier, with income driving good long-term return prospects. Post the 2016 Brexit vote, investors have shunned the asset class. We believe this is due to poorly constructed products and lack of price transparency – the regulator appears to agree. There is a different way! Marcus Phayre-Mudge will explain how a blended approach can provide the answers to your property puzzle.
  • Currency Management in a World of Uncertainty
    Currency Management in a World of Uncertainty Thomas Clarke, Partner William Blair; Brendan Maton, IPE Sep 20 2017 1:00 pm UTC 75 mins
    Active currency strategies can generate positive real returns that are uncorrelated to traditional asset classes, yet they are underutilized and often misunderstood. Contrary to conventional wisdom, currencies exhibit strong fundamental value reversion—stronger, in fact, than equity or bond markets—but a fundamental valuation framework must be married with additional investment disciplines, such as game theory, to produce superior investment results. In this webcast, Thomas Clarke, a portfolio manager on William Blair’s Dynamic Allocation Strategies (DAS) team, will explain the fundamental drivers of exchange rates and discuss the macro-thematic and geopolitical forces influencing opportunities in currency markets today.
  • Win and Wow Customers – 6 Best Practices for Onboarding in Banking and Insurance
    Win and Wow Customers – 6 Best Practices for Onboarding in Banking and Insurance Sheryl Kingstone-451 Research, Jim Marous-Financial Brand, and Sarah Johnson-Kofax Sep 21 2017 6:00 pm UTC 60 mins
    Banks, credit unions and insurance companies may have differing business models, but they all have a common goal: better conversion and retention rates.

    Fortunately, better customer onboarding usually translates to better conversion and retention. For this reason, organizations continue to invest in digital technologies to streamline operations and eliminate time-consuming online interactions in areas such as new account opening, loan origination and policy applications.

    Those first information-intensive interactions, of course, are the most critical: you usually only get once chance to win a new customer’s business. But winning is only part of the equation. What if you could win—and wow—customers from those first moments and keep them engaged throughout the onboarding process?

    Mark your calendars for this upcoming webinar, where industry experts will share six best practices to help your organization win and wow customers:

    • Easy—Enable instant image and data capture via web and mobile technology
    • Accurate—Extract data from pictures of physical documents without error-prone manual entry
    • Automated—Invest in workflow tools to automate and track completion of process steps
    • Visible—Empower staff and customers with process transparency and timely communication
    • Consistent—Ensure data is complete and integrated across internal systems
    • Efficient—Meet expectations for speed, while effectively managing regulatory risks

    Speakers will include:
    •Sheryl Kingstone, Director, 451 Research
    •Sarah Johnson, Industry Solutions Architect, Kofax
    •Jim Marous, Owner and Publisher, Digital Banking Report

    Don’t miss out! Register now >>
  • JPMorgan Funds – Emerging Markets Strategic Bond Fund
    JPMorgan Funds – Emerging Markets Strategic Bond Fund Pierre-Yves Bareau Sep 26 2017 2:00 pm UTC 60 mins
    Please join Pierre-Yves Bareau, the CIO for our Emerging Markets Debt Team within the International Fixed Income Group, for a discussion on our outlook for emerging markets debt as well as recent performance and positioning in Emerging Markets Strategic Bond Fund, where Pierre-Yves is the lead portfolio manager.

    Don’t miss this opportunity to hear from our Emerging Market Debt CIO and put forward your questions.

    Featured Fund: JPMorgan Funds – Emerging Markets Strategic Bond Fund

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  • Global Outlook Quarter 3 Update
    Global Outlook Quarter 3 Update Andrew Milligan Sep 26 2017 3:00 pm UTC 60 mins
    We are delighted to invite you to join our forthcoming webcast at which our Head of Global Strategy, Andrew Milligan, will discuss our latest macro-economic and market views whilst considering the Outlook for the next quarter. There will be an opportunity to pose your questions directly to Andrew.

    Audience dial in numbers:
    Standard International Access: +44 (0) 20 3059 2627
    Password: 9975890#
  • Global Equities
    Global Equities Peter Rutter Sep 27 2017 2:00 pm UTC 45 mins
    RLAM's Head of Global Equities, Peter Rutter offers his outlook for markets during the coming months and introduces his approach to investing.
  • How Governments Adapt:  Digital Transformation a Reality in the Public Sector
    How Governments Adapt: Digital Transformation a Reality in the Public Sector Keith Dawson - Principal Analyst, 451 Research, Michael Mueller- Director - Solutions Management, CenturyLink Sep 27 2017 5:00 pm UTC 60 mins
    Can government institutions use modern tools and technologies to become more flexible and responsive to their constituents? What should they be looking at, and how should they adapt to the challenges of data security, privacy, and reliance on legacy systems? Digital transformation is an ambitious project for any organization; government decision-makers are hoping it will provide a path to broader citizen engagement, empowered employees, and new digital infrastructures that will provide better access to data and services.

    In this webinar we will discuss the results of a survey on the challenges and imperatives of digital transformation, including the perspectives of government managers on their technology and operational challenges and expectations.
  • European Smaller Companies
    European Smaller Companies Andrew Paisley and Theo Craig Sep 28 2017 8:30 am UTC 30 mins
    Join us for an update from Andrew Paisley, Manager of the European Smaller Companies Fund. Andrew will cover:

    • The rationale behind the Fund’s low risk, high quality profile
    • Key buys and sells over the last 6 months
    • How the Fund is positioned to take advantage of the current investment landscape.

    Audience dial in numbers:
    Hong Kong Toll Free 800 963 369
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    Thailand Toll Free 001 800 44 2159
    UK Toll Free 0800 368 0707
    Standard International Access: +44 (0) 20 3059 2627
    Password: 9975890#
  • Global Outlook Quarter 4 Update
    Global Outlook Quarter 4 Update Andrew Milligan Dec 5 2017 8:00 am UTC 60 mins
    We are delighted to invite you to join our forthcoming webcast at which our Head of Global Strategy, Andrew Milligan, will discuss our latest macro-economic and market views whilst considering the Outlook for the next quarter. There will be an opportunity to pose your questions directly to Andrew.

    Audience dial in numbers:
    Standard International Access: +44 (0) 20 3059 2627
    Password: 9975890#