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UK Wealth Managers

  • Transforming Compliance with Artificial Intelligence
    Transforming Compliance with Artificial Intelligence
    Elliot Burgess, Head of Product, CUBE Recorded: Feb 27 2020 49 mins
    Join our live webinar to learn which elements of AI are driving value for risk and compliance? (i.e. ML, NLP, RPA). Also learn about AI in practice - how regulated financial institutions are utilizing AI today, why
    why AI is the only answer to addressing big data compliance challenges, at scale. We will also go over what happened when RegTech met SupTech – how are regulators are applying AI to ease and accelerate compliance processes.
  • The Future of Consumption: Emerging Markets and the Digital Revolution
    The Future of Consumption: Emerging Markets and the Digital Revolution
    HANetf and Kevin Carter, Founder & Chief Investment Officier, EMQQ Recorded: Feb 27 2020 45 mins
    With the internet becoming increasingly affordable and accessible, billions of people in the developing world are now leapfrogging traditional consumption patterns and starting to consume online for the first time via smartphones. In this webinar we will discuss the following:

    •The rising middle-class consumer and their preference for online shopping via smartphones
    •The consumer growth story and how this is paving the way for new internet giants equal to, or even larger than their U.S. counterparts
    •How these internet giants including Alibaba, Tencent and MercadoLibre are leading the digital revolution in emerging markets
    •Accessing the future of consumption through targeted exposure to the rapidly expanding EM ecommerce sector: Emerging Markets Internet & Ecommerce UCITS ETF (EMQQ)
  • The Rise of Passive Fixed Income: Broad Exposures vs Precision Tools
    The Rise of Passive Fixed Income: Broad Exposures vs Precision Tools
    Allan Lane, PhD, Algo-Chain | Michael John (“MJ”) Lytle, Tabula IM | Jason Smith, CIO Tabula IM Recorded: Feb 27 2020 61 mins
    This week, You'll learn about

    -Why there is still scope for innovation in passive products
    -Using passive fixed income ETFs to make precise asset allocations
    -How to use ETFs to access alternative sources of return

    Panel:

    Allan Lane, PhD | Founding Partner, Algo-Chain
    Michael John (“MJ”) Lytle, │ Chief Executive Officer, Tabula Investment Management
    Jason Smith│ Chief Investment Officer, Tabula Investment Management
  • Introducing The Royal Mint Physical Gold Exchange Traded Commodity (RMAU)
    Introducing The Royal Mint Physical Gold Exchange Traded Commodity (RMAU)
    HANetf and Jatin Patel, Head of Wealth Management, The Royal Mint Recorded: Feb 27 2020 29 mins
    For a millennium, The Royal Mint name has been synonymous with precious metals and bullion. It has been the official provider of coins for the UK, and has become the world’s largest export mint. With a long history, heritage, expertise and capability in coins, The Royal Mint, through working in partnership with HANetf, is set to become the first Sovereign Mint in Europe to launch a physically-backed gold exchange traded commodity (ETC) – leveraging its unique 1,100-year reputation for trust and security to provide a compelling, new opportunity for investors. The gold ETC will become The Royal Mint’s first listed financial product and will launch via HANetf’s unique white-label platform.

    In this webinar, we will cover the reasons The Royal Mint is moving into this market and how this milestone moment is reinventing what it means to be a Mint in the modern age. We will also introduce The Royal Mint Physical Gold Securities ETC (RMAU), and hone in on its unique characteristic of storing all physical gold in The Royal Mint’s vault – one of the UK’s most secure sites.
  • Update on the Coronavirus and China’s Economy
    Update on the Coronavirus and China’s Economy
    Brendan Ahern Recorded: Feb 27 2020 75 mins
    Amidst headlines that much of China is still at home to prevent the spread of COVID-19, and travel in and out of the country is at a standstill, China's onshore market performance has been surprisingly resilient. Additionally, sectors such as healthcare, E-Commerce, and online education are experiencing significant demand.

    In this webinar, Brendan Ahern will discuss the economic impact of COVID-19 on China, including:

    - The short-term economic impact of COVID-19 and the PBOC's policy response
    - What the economic data of the SARS epidemic may be able to tell us about how COVID-19 will impact China's economy
    - The impact by sector of COVID-19
  • Top 5 Myths about Client Lifecycle Management for Wealth Managers
    Top 5 Myths about Client Lifecycle Management for Wealth Managers
    Dominic Snell, Director of Consulting, Wealth Dynamix Recorded: Feb 27 2020 44 mins
    Myths are very common. But they present a subtle trap as they are usually based on plausible half-truths, and they do not immediately lead you astray if you start to act on them. It’s only with the passage of time that you realise that you’ve made a mistake, but by then your wrong choices can’t be unmade and the damage is done.

    The wealth management industry is no exception to myths, but the consequences of taking action or not thinking carefully can be long lasting.

    Fear not. Dominic Snell, Director of Consulting (and international CRM/CLM expert!) at Wealth Dynamix is here to dispel the top 5 Client Lifecycle Management (CLM) myths and offer advice on how to oppose questions like

    •Isn’t CLM just client onboarding, KYC and AML?
    •Can CLM technology be a differentiator?
    •Is CLM a new way of saying CRM?
    •Does data drive the quality of a client relationship?
    •Is integration something that only IT does?

    If you are a Chief Operations Officer, Head of Client Service, Head of Relationship Management, or a Head of CRM/Onboarding/KYC, register now to discover what CLM is really about, and how to avoid the common pitfalls in this space.
  • Rathbone Ethical Bond Fund Update
    Rathbone Ethical Bond Fund Update
    Bryn Jones, Lead Fund Manager, Rathbone Ethical Bond Recorded: Feb 27 2020 5 mins
    Rathbone Ethical Bond Lead Fund Manager, Bryn Jones reveals why 2019 was a great year for performance, and the key themes he’s keeping an eye on in 2020. Watch now
  • How impact alternatives add value to well-diversified portfolios
    How impact alternatives add value to well-diversified portfolios
    Wouter van Maanen (Investor Relations Manager), Dirk Drukker (Investor Relations Manager) Recorded: Feb 27 2020 24 mins
    Alternative investments can play an important role in setting return expectations, diversification, and the overall risk profile of a portfolio. During the webinar we will take a closer look into how adding alternative investment funds benefits the risk-return characteristics of a broad investment portfolio.
  • How AI is Powering the Fight Against Financial Crime
    How AI is Powering the Fight Against Financial Crime
    Charles Delingpole, CEO & Founder ComplyAdvantage Recorded: Feb 27 2020 46 mins
    There’s much hype and excitement around how AI and machine learning could transform the world of finance. But a key area of development growing behind the scenes of talking robots and automated assistants is how these new technologies will have a seismic impact on Anti-Money Laundering (AML) and Counter-terror Financing (CTF) back-end compliance processes. AI can dramatically improve AML risk data collection; spotting new risks faster and digging deeper for hidden risks.

    It will also shift customer onboarding & KYC processes from ‘name matching’ to contextual ‘identity matching’ to reduce false positives and false negatives. Unlike other industries, the training data required to make this a reality with machine learning techniques are available today.

    AI-driven compliance will ultimately have an enormous impact on how financial services will work - increasing automation, reducing manual overheads and helping prevent financial crime.


    Presented by Charles Delingpole, CEO & Founder ComplyAdvantage

    Charles Delingpole founded ComplyAdvantage in 2014, and as CEO leads the product development and growth of the company. Charles set up his first company, The Student Room Group, now the world’s largest student discussion forum, when he was 16. After completing his MA in Politics at Trinity College Cambridge, and then an MSc in Management, Strategy and Finance from the LSE, he became an associate at J.P. Morgan Cazenove. He then went on to co-found FinTech firm MarketInvoice, a peer -to - peer financing company which uses customer data to digitise the approach to financial risk analysis.
  • UK Small Caps: Investing for the Long Run
    UK Small Caps: Investing for the Long Run
    Dan Green, Manager, Franklin UK Smaller Companies Fund Recorded: Feb 27 2020 35 mins
    Dan Green, co-lead manager of the Franklin UK Smaller Companies Fund, shares his outlook for UK smaller companies. He also covers the themes that underpin his portfolio, recent portfolio changes and how he’s positioned for the opportunities and risks of post-Brexit Britain.
  • Rathbone Income Fund Update
    Rathbone Income Fund Update
    Carl Stick and Alan Dobbie, Co-Fund Managers Rathbone Income Fund Recorded: Feb 26 2020 9 mins
    Co-Fund Managers, Carl Stick and Alan Dobbie reflect on 2019 and the how the Rathbone Income fund has performed over the last decade. Together they discuss their plans and focus for 2020. Watch now
  • Impersonation and Personal Data: Securing and Protecting Financial Services
    Impersonation and Personal Data: Securing and Protecting Financial Services
    Jonathan Williams (Mk2 Consulting Ltd), Rowenna Fielding (Protecture), Sarah Rutherford (FICO) Recorded: Feb 26 2020 59 mins
    Legislation is placing an increasing burden on the financial services industry both to know its customers and to minimise personal data held. How do providers resolve that apparent contradiction and ensure that their accounts are safe, both for consumers and businesses? What are the key approaches and how can financial service providers keep up with the rate of technological progress and criminals?
  • Applying AI and Machine Learning to Fight Fraud at Scale
    Applying AI and Machine Learning to Fight Fraud at Scale
    Julian Wong, VP of Customer Success, DataVisor Recorded: Feb 26 2020 45 mins
    With large-scale data breaches in the news almost every month, financial institutions are becoming increasingly vulnerable to synthetic identity fraud, account takeovers and other types of malicious activity.

    Fraudsters today have access to powerful computing resources and tools, giving them the ability to launch large-scale sophisticated attacks. This has led to an increasing number of businesses turning to more advanced methods for identifying suspicious activity and mitigating risk.

    Tune into this session to learn about new fraud trends and to also find out how AI and big data technology can be applied to uncover new fraud patterns early before they have time to do serious damage.
  • Solving Fraud and Risk Challenges using Machine Learning Threat Detection
    Solving Fraud and Risk Challenges using Machine Learning Threat Detection
    Ron Wise Recorded: Feb 26 2020 27 mins
    Machine learning can help process the enormous volume of data that is overwhelming traditional IT security infrastructure and human researchers. It automates and scales cybersecurity to meet these
    growing challenges.

    Leveraging the capabilities of machine-learning enabled systems is critical for organizations that are highly targeted for cyberattacks. This presentation will examine the benefits machine learning provides to reduce fraud and manage risk.
  • You Bought into Cyber & Robotics – Now is the Time to Invest in the Cloud
    You Bought into Cyber & Robotics – Now is the Time to Invest in the Cloud
    HANetf and Anthony Ginsberg, Founder, GinsGlobal Investment Management Recorded: Feb 26 2020 43 mins
    The growth in reliance on the Cloud, is one of the biggest megatrends that is going to define our lives in the next 20 years. The cloud computing industry continues to expand rapidly as more businesses continue to shift their physical, on-premise infrastructure over to the Cloud to reap the many benefits, and while it is not a new technology, businesses are redistributing existing IT expenditures over to the Cloud. What’s more Cloud revenues are predicted to grow at 16% annually outperforming both the Robotics and Cybersecurity sectors.

    In this webinar, we discuss the following:

    • The fundamentals behind Cloud and why analysts are upbeat on the future growth potential of the Cloud

    • The megatrends driving the demand and growth of the Cloud

    • Cloud Computing vs Robotics and Cyber Security – a comparison

    • The companies that are dominating the Cloud space?

    • How can European investors gain exposure to this generationally important theme?
  • The Future of Financial Services Security
    The Future of Financial Services Security
    Paul Crichard (BT Security), Saso Mickov (Sparkasse Bank), Melike Belli (Cybertonica Ltd), Seema Khinda Johnson (Nuggets) Recorded: Feb 26 2020 57 mins
    Data breaches have risen 480% within Financial Services firms in the UK. With the Financial Services industry being plagued by constant risks and regular threats, professionals need to be at the top of their game to thwart criminals.

    Join this panel where our experts will discuss:
    -What is the current state of Financial Services security?
    -How can organisations prevent and detect threats?
    -What are the key questions FIs should be asking their security teams?
    -Are new regulations doing enough to keep FIs and their customers safe?
  • Transforming Payment Security from a Burden to a Competitive Advantage
    Transforming Payment Security from a Burden to a Competitive Advantage
    Matt McBride, Modo | John Brown, NS8 Recorded: Feb 25 2020 49 mins
    With every transaction, merchants are learning more and more about their customers. And with those learnings come data and lots of it - a breach of that payments data is a nightmare for any merchant. Consumers are trusting you with their sensitive data, and losing that trust also equates to lost business. Is security simply a must-do, or can you turn it into a competitive advantage for your business? Listen in to information security and cybersecurity experts in the payments space as they discuss the minimum requirements as well as the next steps you can take to create a better customer experience while maintaining the highest levels of security.

    Some questions we'll answer:
    - What is the burden on merchants to maintain compliance?
    - How are current security measures causing friction in the payments experience?
    - What are some tokenization options for merchants?
    - What are other measures past the minimum security requirements that will elevate your business?

    Moderator to come*
    Panelists: Matt McBride, CISO at Modo
    John Brown, Solutions Consultant, NS8
  • Payments Strategy is the New Marketing Strategy
    Payments Strategy is the New Marketing Strategy
    Michele Tivey, Co-Founder & CEO, Payometry Recorded: Feb 25 2020 44 mins
    Having a great product and a slick marketing campaign isn’t enough anymore.

    In the age of Uber and order-ahead, customers crave convenience, and payment options and methods help companies attract and keep customers.

    What is your payments strategy?
    Does it involve hardware and software?
    What can you do to be on the cutting edge in payments to assist with customer retention and increase profits?
  • Panel Session: Big Data and AI in Banking
    Panel Session: Big Data and AI in Banking
    Bharat Bhushan | Valentina Kristensen | Richard Price | Marie Measures | Mitesh Soni Recorded: Feb 25 2020 60 mins
    Any process and interaction that can be digitised is being digitised - either for customer convenience or, for operational efficiency and costs. But, what happens when every bank and every possible process is digitised. What next? How can banks differentiate themselves? What role can data and AI play in creating value?

    In this session, we will hear from industry leaders on their views on this topic and pragmatic recommendations on how to get started on this journey.

    Moderated by:
    Bharat Bhushan, CTO Banking & Financial Markets, IBM
    Panelists:
    Marie Measures, CIO, Coventry Building Society
    Richard Price, Sales Director, TIBCO
    Valentina Kristensen, Director, Growth & Communications, OakNorth
    Mitesh Soni, Senior Director - Innovation and Fintech, Finastra
  • Professional Trustee Accreditation
    Professional Trustee Accreditation
    Gareth Tancred, CEO, Pensions Management Institute Recorded: Feb 25 2020 10 mins
    Gareth Tancred, CEO, Pensions Management Institute joins Mark Colegate to discuss why professionals should consider using the PMI's platform for accreditation.
  • Don't Fight the Fed
    Don't Fight the Fed
    Nancy Davis and Guy Ferrara Recorded: Feb 25 2020 31 mins
    On January 29th, Chairman of the Federal Reserve, Jerome Powell, announced that the Federal Open Market Committee (FOMC) decided to maintain the target range for the federal funds rate at 1‑1/2 to 1-3/4 percent. However, there was one small change from Chairman Powell's previous statements. During Q&A with reporters, Powell said "the Fed is not satisfied with inflation running below 2% and it is not a ceiling."


    In this Webinar:
    What the Fed's decision means for the economy, inflation expectations and interest rates.
    How to diversify fixed income portfolios to potentially profit from relative interest rate movements through Fed rate cuts or rising long-term interest rates.
    Where the Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL), a fixed income ETF, fits into portfolios.
  • Trends in eCommerce, Mobile and Cross-Border Payments
    Trends in eCommerce, Mobile and Cross-Border Payments
    Monique Morrow, Alberto Azevedo and Mehran Zarrebini Recorded: Feb 25 2020 48 mins
    Speakers will present trends in the E-Commerce, Mobile and Cross Border Payment Systems. The speakers will provide examples of these trends and present a view of where the market is going.

    At the end of the webinar, the attendees will have be able to assess opportunities in the payments innovation space.
  • Ben Whitmore: Is the algorithm broken or is value investing just out of favour?
    Ben Whitmore: Is the algorithm broken or is value investing just out of favour?
    Ben Whitmore Recorded: Feb 25 2020 46 mins
    Value investing has had a very difficult decade. A combination of significant change within the structure of economies and very low interest rates are causing people to question whether it really is an opportunity for value investing, or whether value investing is in fact “broken”. Ben Whitmore will talk about the dilemma facing investors and how value shares on many measures are at their lowest valuation relative to growth shares in a generation. Unless value investing is broken, history suggests this could be a very good starting point for future returns.
  • A Practical Data Privacy and Security Approach to FFIEC, GDPR and CCPA
    A Practical Data Privacy and Security Approach to FFIEC, GDPR and CCPA
    Ulf Mattsson, Head of Innovation, TokenEx Recorded: Feb 24 2020 61 mins
    With sensitive data residing everywhere, organizations becoming more mobile, and the breach epidemic growing, the need for advanced data privacy and security solutions has become even more critical. French regulators cited GDPR in fining Google $57 million and the U.K.'s Information Commissioner's Office is seeking a $230 million fine against British Airways and seeking $124 million from Marriott. Facebook is setting aside $3 billion to cover the costs of a privacy investigation launched by US regulators.

    This session will take a practical approach to address guidance and standards from the Federal Financial Institutions Examination Council (FFIEC), EU GDPR, California CCPA, NIST Risk Management Framework, COBIT and the ISO 31000 Risk management Principles and Guidelines.

    Learn how new data privacy and security techniques can help with compliance and data breaches, on-premises, and in public and private clouds.
  • Financial Crime Fighters: A Closer Look at Risks & Best Practices
    Financial Crime Fighters: A Closer Look at Risks & Best Practices
    Salma Sobhy, Compliance Officer, Emirates NBD Recorded: Feb 24 2020 44 mins
    What are the current risks banks are facing regarding financial crimes, and what are the controls that need to be put in place to mitigate those risks? This webinar will take a closer look into best practices that financial institutions can implement to lessen the risk of fraud and protect their customers. You'll discover:

    - The security risks and threats that banks and financial institutions are facing in today's technology landscape
    - Best practices around KYC (Know Your Customer), CDD (Customer Due Diligence), (Enhanced Due Diligence) EDD and Transactions Monitoring that will strengthen data security and reduce potential for fraud
    - And more!
  • Bonds: mad, bad and dangerous to own? Or the greatest opportunity for alpha?
    Bonds: mad, bad and dangerous to own? Or the greatest opportunity for alpha?
    David Roberts & Phil Milburn Feb 28 2020 10:00 am UTC 45 mins
    Fixed income markets are expensive, investors are buying negative yielding bonds and there are worries about liquidity. In this webinar, David Roberts and Phil Milburn of Liontrust will explain why there is not only still a role for bonds in client portfolios but the opportunity for alpha has arguably never been greater. David and Phil will discuss where these opportunities are in fixed income markets, especially high yield, and how investors can take advantage of them.
  • Rathbone High Quality Bond Fund Update
    Rathbone High Quality Bond Fund Update
    Noelle Cazalis, Fund Manager, Rathbone High Quality Bond Fund Mar 2 2020 2:00 pm UTC 7 mins
    Noelle Cazalis, Rathbone High Quality Bond Fund Manager reflects on extremely good performance for a relatively new fund and the key driving factors on what has been a stellar first year. Watch now
  • Introducing the Sustainable Universal MAP range
    Introducing the Sustainable Universal MAP range
    Keith Balmer and Simon Holmes Mar 3 2020 11:00 am UTC 60 mins
    Tune in for the latest views on economies and markets from our Multi-Asset team.  Updates on portfolio positioning and performance across the range plus an introduction to our new Sustainable Universal MAP funds – an option for clients looking to achieve long-term investment outcomes whilst driving positive change in the world we live in along the way.
  • Rathbone Strategic Bond Fund Update
    Rathbone Strategic Bond Fund Update
    Bryn Jones, Fund Manager, Rathbone Strategic Bond Fund Mar 3 2020 2:00 pm UTC 5 mins
    Watch Bryn Jones, Rathbone Strategic Bond Fund Manager discuss how learnings from 2019 will inform his investment decisions throughout 2020 and key investment themes he’s identified for the future.
  • EdenTree Insight: The Future of Road Transport
    EdenTree Insight: The Future of Road Transport
    Esmé van Herwijnen, Responsible Investment Analyst Mar 3 2020 3:00 pm UTC 60 mins
    Esmé van Herwijnen, Responsible Investment Analyst at EdenTree Investment Management, takes us through our latest piece of EdenTree Insight research.
  • Rathbone Global Sustainability Fund Update
    Rathbone Global Sustainability Fund Update
    Carl Stick, Executive Director, Rathbone Global Sustainability Fund Mar 4 2020 10:00 am UTC 7 mins
    Carl Stick, Executive Director, stands in for fund manager David Harrison to discuss one of the hottest topics of the moment ESG, and how the Rathbone Global Sustainability fund has performed throughout 2019 and how 2020 is likely to shape up. Watch now
  • Q1 Global Market Review. Coronavirus contagion – a market assessment
    Q1 Global Market Review. Coronavirus contagion – a market assessment
    Philip Lawlor, managing director, Global Markets Research, FTSE Russell Mar 4 2020 10:30 am UTC 45 mins
    Join Philip Lawlor, managing director, global markets research, for a 30-minute webinar, during which he will discuss the impact of the coronavirus on market returns and gauge its effect on the global economy, the credit cycle and market drivers, such as profits, valuations and factors.
  • Q1 Global Market Review: Coronavirus contagion – a market assessment
    Q1 Global Market Review: Coronavirus contagion – a market assessment
    Alec Young, managing director of Global Markets Research, FTSE Russell Mar 4 2020 4:00 pm UTC 45 mins
    Join Alec Young, managing director, global markets research, for a 30-minute webinar, during which he will discuss the impact of the coronavirus on market returns and gauge its effect on the global economy, the credit cycle and market drivers, such as profits, valuations and factors.

    Key discussion points

    •Economic impact: will it be a “V” or a “U”?
    •What is the status of market valuations?
    •How extreme are sentiment shifts?
  • Rathbone UK Opportunities Fund Update
    Rathbone UK Opportunities Fund Update
    Alexandra Jackson, Fund Manager, Rathbone UK Opportunities fund Mar 5 2020 10:00 am UTC 9 mins
    Alexandra Jackson, saw her Rathbone UK Opportunities fund outperform the sector, in what was a turbulent year of highs and lows. She looks to the future, and explores whether we’ve seen the last of the Boris Bounce. Watch now
  • Suitability reports
    Suitability reports
    Ben Heffer and Richard Hulbert Mar 5 2020 11:00 am UTC 7 mins
    Join us for a webinar focusing on suitability letters, the regulatory requirements and how they are enabled in Engage Core.

    In this webinar, we will cover:
    • the overall guidelines for suitability letters as required by the COBS rulebook
    • Defaqto’s approach to suitability letters
    • how this is enabled in Engage Core
  • PCAF: Harmonising data for finance's fight against the climate crisis
    PCAF: Harmonising data for finance's fight against the climate crisis
    Triodos IM | James Niven and Andrea Palmer Mar 6 2020 11:00 am UTC 45 mins
    Join James Niven, Triodos Bank's Head of Impact Assessment, and Andrea Palmer, Product Specialist at Triodos Investment Management, for an introduction to the Partnership for Carbon Accounting Financials (PCAF). PCAF is a global partnership of financial institutions that work together to develop and implement a harmonised approach to assessing and disclosing the greenhouse gas (GHG) emissions of their loans and investments. This webinar explores the PCAF carbon accounting methodologies and explains why this streamlined approach is enabling financial institutions to find common ground on action against the climate crisis.
  • Rathbone Global Opportunities Fund Update
    Rathbone Global Opportunities Fund Update
    James Thomson, Fund Manager, Rathbone Global Opportunities Fund Mar 6 2020 2:00 pm UTC 8 mins
    James Thompson, who has managed the Rathbone Global Opportunities fund for over 15 years, deep dives into another successful year which saw the fund outperform the sector, with a first quartile positioning. Watch now
  • A New Defensive Solution That Is Really Low Volatility
    A New Defensive Solution That Is Really Low Volatility
    Eric Shirbini, PhD, Global Research and Investment Solutions Director, Scientific Beta; Brendan Maton, IPE Mar 9 2020 3:00 pm UTC 75 mins
    In new research, Scientific Beta shows that the vast majority of defensive offerings based on minimum volatility or low volatility strategies are unfortunately not truly defensive in periods of strong market volatility, i.e. at the time when their low volatility would be appreciated the most. In fact, these strategies paradoxically present a strong risk of volatility that is not reflected in the average volatility that they display over the long term. To cope with this volatility risk, Scientific Beta provides a highly defensive strategy when needed, with a reduction in the index's market beta in difficult times and very strong protection of the capital. Based on dynamic allocation that allows Scientific Beta's low volatility indices to be protected against periods of strong volatility the HFI Low Volatility Maximum Volatility Protection index guarantees the investor that the low average volatility of the low volatility index is representative of the risks of the proposed strategy, and notably that in periods of crisis there is no increase in the risk of the investment.

    Presented by: Eric Shirbini, PhD, Global Research and Investment Solutions Director, Scientific Beta

    Moderated by: Brendan Maton, IPE
  • ESG Investing in China – An Overview of KESG, KraneShares MSCI China ESG Leaders
    ESG Investing in China – An Overview of KESG, KraneShares MSCI China ESG Leaders
    Xiaolin Chen and Saurabh Katiyar Mar 10 2020 10:00 am UTC 120 mins
    China’s economy is moving from manufacturing to services. Typically, companies aligned with the “New China” economy experience greater growth than companies from China’s legacy sectors.

    With the launch of KraneShares MSCI China ESG Leaders UCITS ETF (Ticker: KESG) in February, investors are now able to invest in more socially responsible businesses while capturing companies that are aligned with China’s future growth trajectory.

    Tracking the MSCI China ESG Leaders 10/40 Index, a capitalization-weighted index that provides exposure to companies with high Environmental, Social and Governance ratings relative to their sector peers, KESG's Index consists of large and mid-cap companies domiciled in China.

    In this webinar Xiaolin Chen of KraneShares and Saurabh Katiyar, Executive Director of Index Solutions Research at MSCI will provide insights on:

    - Macro China policy
    - An overview of KraneShares MSCI China ESG Leaders UCITS ETF (Ticker: KESG)
    - The structure of the MSCI China ESG Leaders 10/40 Index
  • The Cloud Phenomenon Continues
    The Cloud Phenomenon Continues
    Gregg Guerin, Senior Product Specialist Mar 10 2020 2:00 pm UTC 60 mins
    As a leader in thematic investment solutions, First Trust offers pure play access to the Cloud Computing market.

    In this webinar, Gregg Guerin, will discuss some of the most powerful elements of Cloud Computing, how the technology is allowing computing to be accessed like a utility, how it is positively impacting our environment, and how attractive Cloud Computing companies new business models are to investors.

    With Oracle indicating that only 20% of enterprise computing is in the cloud so far, and Gartner continuously updating their worldwide cloud revenue projections to be higher (now at $354.6bn for 2022), we feel Cloud Computing is an exciting investment area that can offer the long-term investor a well-diversified array of companies in which to invest.
  • [Webcam Panel] Goal-Based Impact: Investing in the SDGs
    [Webcam Panel] Goal-Based Impact: Investing in the SDGs
    Sean Fisher, Pennine Wealth Solutions | Elgin Chau, Act Analytics | Christopher McLean, Stonechair Capital Mar 11 2020 4:00 pm UTC 60 mins
    The 2020s are being called the "Decade of Action" by the United Nations, who outlined the 17 Sustainable Development Goals in 2015. There have been uplifting developments in achieving these goals, driven by individuals and institutions alike.
    Yet there is still work to be done, and goals-based investments provide solid ways to achieve the goals.
    This webinar will explore:
    - Promising projects investors are seeing in the market
    - Updated metrics being used to measure success
    - Risks to consider when identifying appropriate investments
    + more!

    Panellists;
    Sean Fisher, Business Development Manager, Pennine Wealth Solutions
    Senior Rep, UBS Asset Management
    Elgin Chau, Head of ESG Ratings, Act Analytics

    Moderator: Christopher McLean, CEO, Stonechair Capital
  • Beyond Big Pharma - Investing in the Future of Healthcare Innovation
    Beyond Big Pharma - Investing in the Future of Healthcare Innovation
    HANetf and Anthony Ginsberg, Founder, GinsGlobal Investment Management Mar 11 2020 4:00 pm UTC 45 mins
    Major global trends are increasing the demand for healthcare services globally, placing new pressures on providers, hospitals and pharmaceutical companies. These demographic and economic changes, coupled with increased patient expectations, have led to an exponential surge in the pace and scale with which healthcare innovations are emerging and disrupting the healthcare sector worldwide. However, it is new entrants from outside the traditional business of healthcare that are redefining the $9.59 trillion global healthcare market for consumers, providers, payers and investors in both developed and developing nations.

    In this webinar, we will cover the following topics:

    •Trends in healthcare and life sciences, including; aging populations, growth of chronic diseases and precision healthcare

    •New technologies in healthcare and life sciences, including robotics, genome sequencing, artificial intelligence and bio engineering

    •Examples of how these technologies are helping diagnoses and are improving treatment, speed and accuracy

    •Who are the leading companies at the forefront of healthcare tech and innovation?

    •Accessing large, mid and small-cap companies with high exposure to the healthcare innovation theme
  • Lucy Cresswell and Lynette Kidd discuss the future of trusteeship and governance
    Lucy Cresswell and Lynette Kidd discuss the future of trusteeship and governance
    Lucy Cresswell, Lynette Kidd Mar 16 2020 11:00 am UTC 30 mins
    What does the Future of Trusteeship and Governance mean for DB schemes? We will look at the outcomes of the Pension Regulator’s (TPR) consultation, focusing on the key elements of the consultation and considering where pension schemes are headed as they evolve.  We also consider the challenges faced by Schemes and Trustees as they strive to move towards TPR’s vision for the future.
  • WealthTech Talks: Technology to support client engagement in wealth management
    WealthTech Talks: Technology to support client engagement in wealth management
    Sharmil Patwa, Founder, Opus Una Mar 18 2020 2:00 pm UTC 60 mins
    Wealth management is a business that has been built on a history of personal relationships, a deep understanding of clients and the allure of personalised service. Historically, however, that model has been highly dependent on individuals, and particularly advisers, while the role of technology in the process of engaging clients has been limited to tools such as CRM and basic client portals. Truly using modern technology tools to support and enhance the process of client engagement is still emerging and fighting for acceptance.

    In a changing and more complex environment, where the expectations of clients are higher, when they are more used to be engaged through technology, content, personalised offerings and more, the wealth management sector must look to further work with new technology-led and enabled ways to support its client engagement. Can the sector remain human-dominated in the way it engages its prospects and clients? Can the adoption of technology enhance the business opportunity?

    Surely, an increased use of technology to support client engagement makes sense as it allows wealth managers new ways to reach and create value from their prospects and clients.

    In this webinar, you will hear from various market expert vendors who can offer the wealth management space new ways of thinking about the opportunity they can access from using technology to enhance the client engagement process. The discussion will consider:

    •What the benefits are of taking a more technology-enabled approach to client engagement
    •How does the wealth manager go about really understanding what the customer requires?
    •Why does this vary from wealth manager to wealth manager?
    •To what extent should we be looking at overhauling the entire experience vs simply digitising it?
    •What are the key challenges and how can they be overcome?
  • Navigating market uncertainty, with factors & ESG
    Navigating market uncertainty, with factors & ESG
    Michael Hunstad, Ph.D., head of quantitative strategies and Valeria Dinershteyn, EMEA senior sustainability specialist Mar 19 2020 2:00 pm UTC 75 mins
    As market volatility, geopolitical risks and economic uncertainty continue to shake global markets, it’s critical for institutional investors to re-evaluate their risk positioning. This means running portfolios as risk-efficient as possible and mitigating the “hidden risks” that commonly exist in their portfolios.

    Join our experts as they reveal a more precise approach to portfolio construction that leverages both targeted factor exposures and ESG research.

    Key discussion points include:
    • The factors that stand to benefit from the structural shifts in the global economy and increased market volatility.
    • How ESG research can complement factor exposure to increase excess return consistency and mitigate downside risk.
    • Implementing a risk-aware approach that minimizes unintended risk and seeks to maximize risk-adjusted returns.

    IMPORTANT INFORMATION
    This material is directed to eligible counterparties and professional clients only and should not be relied upon by retail investors. The information is not intended for distribution or use by any person in any jurisdiction where such distribution would be contrary to local law or regulation. Northern Trust and its affiliates may have positions in and may effect transactions in the markets, contracts and related investments different than described in this information.

    Investing involves risk- no investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Simulated past performance and actual past performance is no guarantee of future results.

    Northern Trust Asset Management is composed of Northern Trust Investments, Inc. Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K, NT Global Advisors Inc., 50 South Capital Advisors, LLC and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company.

    © 2019 Northern Trust Corporation
  • Q1 Multi-Asset Review and Outlook
    Q1 Multi-Asset Review and Outlook
    David Vickers, Senior Portfolio Manager Mar 24 2020 10:00 am UTC 30 mins
    David Vickers, Senior Portfolio Manager at Russell Investments, will review Q1 and outline how the team are positioning the portfolios against the backdrop of global market uncertainty going into Q2.
  • Schroder Income and Schroder Recovery Funds
    Schroder Income and Schroder Recovery Funds
    Nick Kirrage and Kevin Murphy Mar 25 2020 10:00 am UTC 60 mins
    Please join Kevin Murphy and Nick Kirrage, Global Value Equity fund managers, for an update on the Schroder Income and Schroder Recovery Funds
  • Should investors expect better returns from growth or value portfolios?
    Should investors expect better returns from growth or value portfolios?
    Julian Cane, Fund Manager Mar 25 2020 2:00 pm UTC 45 mins
    Why are some investors claiming value isn’t working as a style? Julian discusses BMO Capital and Income Investment Trust's value approach, what value means to him and how it might differ to other investors. He will explore the factors in the economic and business background that may be behind this wide range of returns.
  • Enter the European ETF Market | Why Asset Managers Need an ETF Strategy
    Enter the European ETF Market | Why Asset Managers Need an ETF Strategy
    Hector McNeil, Co-Founder & Co-CEO, HANetf Mar 25 2020 3:00 pm UTC 45 mins
    Europe is the second-largest ETF market in the world and continues to experience rapid asset growth. This year alone, assets in European ETFs are expected to reach $3 trillion and double-digit growth in this market is the ‘new normal’. Various factors including, regulatory tailwinds, structural market developments and changing investor preferences are all helping to drive the increase in use of ETFs. With this in mind, an ETF range which can be offered alongside other structures like mutual funds, should be a top priority for traditional asset managers, and those who choose to dismiss ETFs, risk becoming the next failure case study in economics and management classes. What’s more, with ETFs only making up under 10% of UCITS fund assets, Europe presents a high growth opportunity where there is a significant fee-base for asset managers to either win, retain or lose.

    During this webinar, we will cover the following topics:

    •What is driving growth in the ETF market? Changing investor preferences, retail penetration, regulatory and distribution tailwinds

    •Entering the European ETF Market: market entry options

    •White label ETF solution: Removing the barriers asset managers face when launching an ETF
  • Q1 2020 Overview - LF Gresham House UK Micro Cap Fund
    Q1 2020 Overview - LF Gresham House UK Micro Cap Fund
    Ken Wotton and Brendan Gulston Apr 20 2020 9:15 am UTC 45 mins
    Hear from our Fund Managers, Ken Wotton and Brendan Gulston, as they share views on the market and discuss performance over the first quarter of 2020.