Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.
Gregg Guerin, Senior Product Specialist & Leonardo Da Costa, Senior Portfolio ManagerRecorded: Mar 20 201962 mins
Today, according to the World Bank, Emerging Markets represent a larger share of the world economy than either the U.S., the EU and Japan individually. However, they do typically represent a more modest allocation in Investors’ portfolios.
Yes, emerging markets may be volatile, but over the long-term we feel the asset class can offer some compelling opportunities.
In this webinar, First Trust’s Gregg Guerin (Senior Product Specialist) and Leonardo Da Costa (Senior Portfolio Manager), will help promote your understanding of Emerging Markets in general, the underlying historical and projected macro-economic data, and the rationales behind investment decisions.
Eric Grover (Intrepid Ventures), Thomas Tyree (FIS) and Bruce Parker (ModoPayments)Recorded: Mar 19 201960 mins
Loyalty programs are nothing new, but opportunities to leverage them at the in-store and online checkout are. Innovations in payments and banking have ushered in the beginnings of the "open economy" and are bringing exciting new technologies to the market that will change the future of consumer engagement.
Ty Tyree (FIS) and Bruce Parker (Modo) speak with Eric Grover (Intrepid Ventures) on the work they're doing in the payments and loyalty space, and what opportunities they see in the market.
Join in to learn: Who are the major players in the "open economy"?, What are disruptors in the loyalty space doing (both banks, merchants, and payments players)?, What are new ways in which you can engage your end consumers to establish true brand loyalty?, What is the "open economy", and how are we going to see that playing out in the next 5 years?, and What is required in order to continue the "open economy"?
Eric Grover, Principal at Intrepid Ventures
Thomas (Ty) Tyree, VP of Loyalty Product at FIS
Bruce Parker, Founder & CEO at Modo
Dr. Anne Lewis, Head of Product Development, VaultexRecorded: Mar 19 201940 mins
What determines how people pay for their goods and services? How might using cash instead of a debit card reflect your personality? Are you a utilitarian or hedonistic shopper?
This webinar looks at how the way people behave could affect their choice of payment. Dr. Anne Lewis argues that an economic model is not enough to fully predict future consumer payment habits, and social factors have an important influence on whether people reach for notes or cards.
David Fagleman, Head of Policy & Research, Cash ServicesRecorded: Mar 19 201943 mins
The cashless society has been talked about for decades and with the increased use of digital payments some believe it’s closer than ever. Despite this cash remains a popular method of payment for consumers and businesses, and is forecast to continue to play an important role in the payments landscape for years to come.
Join this session for a discussion on the future of cash. This will include:
· Data and forecasts on cash and non-cash payment methods
· Research on the drivers behind consumer payment behavior
· Analysis on the future of cash – it’s role as both a transactional and continuity method of payment
· Country-specific examples
In this webinar, Gervais Williams, co-manager of the LF Miton UK Multi Cap Income Fund, will provide an update on the fund and its positioning as well as giving his thoughts on the market more generally.
Philipp Zerhusen and Michael Diefenthäler, FactSetRecorded: Mar 19 201930 mins
As part of FactSet’s Digital Wealth Management Thought Leadership series, we are excited to take the discussion further on the key topics of optimization, visualization and personalization, in our three-part webcast series: Digital Wealth Management Applied.
Listen to the second of these 30-minute live sessions, and hear from industry experts on how advisory can utilize visualization techniques to win with clients in the era of hybrid advice. As industry professionals and consultants to financial advisors, our speakers share their insight on how the five tactics discussed in the second part of our eBook, Disrupting Advisory Through Design, can be applied to the client experience to develop an online wealth platform that adds value - to the firm, to your high net worth investors, and to your book of business.
On 19th March at 15:00 CET, Fund Manager Jeremiah Buckley will be discussing the Janus Henderson Balanced Fund – a dynamically managed, US-focussed blend of equities and bonds, with over €21bn strategy AuM (as at 31 December 2018). With the fund now in its 21st year, Jeremiah will give a re-cap on the team, process and performance, and where they are currently identifying the best risk-adjusted opportunities across the corporate capital structure.
Mark Elwood - Marketing Director, TeleWareRecorded: Mar 19 201944 mins
... and the technologies that will prevent it.
Join this webinar to hear how technology is creating a mobility-enabled workforce to increase productivity in financial services and the lessons other sectors can learn.
In the words of Nobel Laureate Paul Krugman ‘productivity isn't everything, but in the long run it is almost everything.’
Creating a modern workforce that has access to the technology that will improve productivity is key to ending the productivity crisis. TeleWare, working with Financial Services clients are helping create a mobile-enabled workforce designed to improve productivity. These lessons can be adopted in many vertical sectors, particularly in a post-GDPR and Brexit world.
• Why you should be focusing on increasing productivity in your business
• How enabling your employees to use the latest technology with no cost to your business can improve employee satisfaction and create growth
• Why mobility is the secret weapon in the fight against stagnant productivity growth
• Which technologies you should be thinking about to create a mobility-enabled workforce
Join us for this insightful webinar that explores the technologies firms are adopting to help increase productivity and to beat their competition.
Gregoire Mivelaz, portfolio manager of the GAM Star Credit Opportunities funds, will consider the current environment for bond investing and provide an insight into the funds’ performance and positioning.
Register for the webcast to find out more and pose your questions to Gregoire.
HANetf and Anthony Ginsberg, Founder, GinsGlobal Investment ManagementRecorded: Mar 18 201942 mins
There is a seismic shift occurring in the way we consume information and entertainment content. This change in consumer behavior is having a significant knock-on effect for advertisers as audiences are spending more time looking at their phones than TVs. With almost a third of the world active social media users, and with online advertising spending expected to reach $274 billion by 2020, we explore how social networks, such as Snapchat, Facebook and Weibo are benefiting from this huge advertising disruption.
Christoph V. Schon, Executive Director of Applied ResearchRecorded: Mar 18 201957 mins
A good stress test needs two ingredients. First, one needs to decide which variable(s) to stress and by how much. Second, comes the identification of a suitable calibration period for the covariance matrix used to estimate the other pricing factors. The latter can often be the more difficult, in particular if one does not want to simply rely on recent correlations to hold. In this webinar, Christoph V. Schon, Executive Director of Applied Research, will talk about the challenges he and his colleagues face (e.g. looking for relevant precedents or dealing with a lack of historical data) and how they deal with them, drawing from a number of recent studies conducted by the team.
Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth MosaicRecorded: Mar 15 20192 mins
This is the second part of our interview with Michael Stemmle, CEO of Zurich, Switzerland-headquartered digital platform provider, additiv. In this section, after providing his views on the main technology trends he sees in and around the wealth management sector in the first video, he talks about how additiv is developing its solution offering to support the changing technology needs of the market.
Thank you again to Michael for his time and insights and for his colleagues for their support in organising.
Ned Naylor-Leyland, manager of the Merian Gold & Silver Fund, recently caught up with Portfolio Adviser and discussed the current market environment, where gold fits in and why major central banks hold a large amount of their reserves in gold.
Please take this opportunity to join Bryn Jones, Rathbones Head of Fixed Income and manager of the Rathbone Ethical Bond Fund and Rathbone Strategic Bond Fund, on Thursday 14th March, at 10.30am for our live webcast. This webcast will focus on the Rathbone Ethical Bond Fund.
Bryn will be discussing the current themes occupying the fixed income space, from inflation to Brexit and also a focus on where we currently sit within the economic cycle. We will also take a look at some notable funds and credits, how these fit within the portfolio and the narrative behind them.
Put your questions to Bryn in advance or during the call using the 'questions' tab at the top of the video screen. A recording will be available 'on demand' after the call if you are unable to join us at 10.30am.
Stefano Cappanari, Investment Manager, ClearlySo | Dr. Andres Fonseca, CEO, Thrive | Stephen Murdoch, Chairman, ThriveRecorded: Mar 13 201947 mins
Digital health businesses are changing the face of health care by delivering affordable life changing services at scale to people in need. One revolutionary business is Thrive, an evidence-based smartphone application providing in-depth tools and support for anyone to improve their mental wellbeing. Founded in 2012 by Dr. Andres Fonseca, Thrive has helped more than one million people and raised multiple rounds of capital from ClearlySo's extensive network of high-net-worth individual and institutional investors. Stephen Murdoch, human rights attorney turned impact investor and member of the ClearlySo Angels, serves as its chairman.
On this webinar, ClearlySo health sector lead Stefano Cappanari will highlight the latest trends in the sector and will interview Dr. Fonseca and Stephen to discuss what has made Thrive so successful, investors are looking for and the challenges businesses looking to raise capital face.
Amanda Young & George GuestMar 21 201911:00 amUTC60 mins
Amanda Young, Head of Global ESG Research will be interviewed by George Guest. They will talk through our recent brochure on the Standard Life Investments (SLI) Ethical Funds - providing an overview of 2018, covering the engagement, voting and activities of the SLI Ethical Funds Advisory Group. She will also be providing an outlook for the remainder of 2019.
There will be opportunity to ask questions during this webinar.
Brendan Ahern, Chief Investment Officer & Dr. Xiaolin Chen, Head of InternationalMar 21 201912:00 pmUTC30 mins
Chinese equities are back in focus as the US and China close in on a trade deal. We believe that simply moving into a general, broad-based China or emerging market fund may not be the most optimal approach.
Broad-based China or emerging market indexes often have greater weights to sectors such as financials and commodities while underweighting growth sectors, such as consumer technology.
Despite the recent expansion of technology and e-commerce in emerging markets, the largest sector by weight of the top 5 US-listed emerging market ETFs is financials with a median weight of 25%.
Discerning investors may consider adding KWEB to their current China or emerging market allocation in order to achieve the optimal sector exposure to match their specific risk/growth appetite.
Markets have been volatile over the past year as deteriorating economic data, trade tensions and shifting central bank rhetoric have caused asset prices and yields to fluctuate. Following the launch of two new funds that pursue the Janus Henderson Absolute Return Strategy, portfolio manager Nick Maroutsos looks at how investors can navigate this environment and chart a potentially less volatile path with their fixed income investments. Areas covered include:
•An assessment of the macroeconomic environment for fixed income
•Exploiting differences in monetary policy regimes globally
•Techniques to generate income and manage volatility
Felix Goltz, Research Director, Scientific Beta, and Head of Applied Research at EDHEC-Risk Institute; Brendan Maton, IPEMar 21 20193:00 pmUTC75 mins
Factor investing offers a big promise. By identifying the persistent drivers of long-term returns in their portfolios, investors can understand which risks they are exposed to, and make explicit choices about these exposures.
When it comes to information about factors, providers offer analytic toolkits to identify the factor exposures of an investor's portfolio. However, these analytic tools do not employ academically grounded factors and their factor finding process maximises the risk of ending up with false factors. These non-standard factors also lead to mismeasurement of exposures and may capture exposure to redundant factors. In the end, analytic tools for investors do not deliver on the promise of factor investing and they also lack transparency.
This webinar will contrast factor definitions used in analytic tools offered to investors and compare them with the standard academic factors. We will also outline why the methodologies used in popular tools pose a high risk of ending up with irrelevant factors.
Tony Cole and Richard NelsonMar 26 201910:00 amUTC45 mins
Senior Fund Managers, Tony Cole and Richard Nelson, will discuss their views on rates over the last six months and their thoughts on credit market supply. They will also share their expectations going forward as Brexit approaches and provide listeners with an update on our cash solutions offering.
Will the Fed keep interest rates on hold? Will China move to stimulate its economy? Will the ECB delay monetary tightening? Join Diversified Income Bond Strategy PM Kenneth Orchard as he discusses how he plans to navigate the uncertain, and possibly more volatile, market environment of 2019.
Mark Elwood - Marketing Director, TeleWareMar 26 20192:00 pmUTC30 mins
Mobile working is happening in increasing numbers of businesses. The prize is enormous for businesses who get mobile working right in terms of productivity improvements and happier employees. However recent research carried out on behalf of TeleWare highlight several challenges employers and employees face with increasingly mobile workforces.
So, why aren’t more businesses and employees getting more benefits out of mobile working?
Join our panel discussion to find out more about these insights and toget all your questions answered live on how to overcome these challenges.
Topics we plan to cover:
• The top 3 challenges employees face when working remotely
• Is GDPR holding you back unnecessarily?
• Which types of applications, unified communications and collaboration tools are making an impact
• Why cloud communication technology is crucial to mobility, productivity and connectivity
As well as sharing exclusive content, there will be opportunities to ask our expert panellists about any burning issues around mobile working beforehand or during the webinar. So, if there is anything you would like to cover, please get in touch.
Marketing Director, Mark Elwood will host the session and he will be joined by experts:
• Steve Haworth – TeleWare CEO
• Nigel Simpson – Sales Manager
Ethan Lovell, co-manager of the Janus Henderson Global Life Sciences Fund, discusses the complex and dynamic sector of heath care. In this webcast, Ethan will discuss:
•The rapid and accelerating pace of innovation in the sector
•How aging demographics is providing a tailwind
•The exogenous factors affecting the sector
•Why an active approach is crucial
•The key strengths of the Global Life Sciences Team
•The investment process, fund performance and current fund positioning
Nick Greenwood & Charlotte CuthbertsonMar 27 201911:30 amUTC45 mins
In this webinar, fund manager Nick Greenwood and closed-ended fund analyst Charlotte Cuthbertson will discuss how they look for pricing opportunities in the investment trust world, and the factors that they look for to identify these opportunities.
David Choa, PM - Greater China Equities & Michelle Fan, CFA, Analyst - Global Emerging MarketsMar 27 20195:00 pmUTC33 mins
We are pleased to invite you to our 30-minute webcast on artificial intelligence. This presentation is a collaboration between our global emerging market equities and Chinese equities teams and will discuss what AI is, its history, and how it’s transforming economies.
The speakers will also discuss:
• Implications of AI on emerging countries and China;
• How AI affects all industries;
• Specific risks to be aware of such as policy and security; and
• The future development of AI.
Jupiter Independent Funds teamApr 1 20191:00 pmUTC60 mins
The Jupiter Merlin Portfolios are managed by the Jupiter Independent Funds team, consisting of fund managers John Chatfeild-Roberts, Algy Smith-Maxwell, Amanda Sillars, David Lewis and product specialist Alastair Irvine. In this webcast, the team will present their latest views on markets and fund choices for the Jupiter Merlin Portfolios.
To watch the live webcast or access the replay after the event, please register.
Roger Webb, Head of Pan-European Credit, will be providing an update on the Aberdeen Strategic Bond Fund, as part of our Fixed Income Capabilities suite. He will be giving an overview of the activities within the fund and provide an outlook for the remaining quarter.
There will be opportunity to ask questions during this webinar.
Stephanie Kelly, Wes McCoy, Thomas Moore, and Andrew Milligton hosted by Theo CraigApr 3 20192:00 pmUTC60 mins
Join us as we discuss the potential impact the Brexit decision could have on the UK equities market from a small, medium and larger companies perspective. Our Senior Political Economist, Stephanie Kelly will be giving an insight from a macro position, and joining her will be Andrew Millington, Head of UK Equities, Thomas Moore, Senior Investment Director, Wes McCot, Senior Investment Director from our UK equities team and Theo Craig to moderate.
Pat Patel, Money20/20 | Drew Graham, Standard Chartered Bank | Megan Caywood, Starling BankApr 4 20191:00 pmUTC60 mins
Innovation has quickly become an overused and distorted word. At Money20/20 Europe expect to cut through the hype, explore what measurements we can use to benchmark innovation and get to the heart of sustainable and commercial step change. A key question which has moved back up the C-Level agenda of established; banks, tech companies and payments companies is:
"How can incumbents deliver meaningful game-changing innovation?"
There are three options available for incumbents, and at Money20/20 Europe we’ll be developing deeper into each one:
1. Can organisations transform their cultures to execute true innovation internally within their organisations? (cultural transformation)
2. Perhaps tech transformation is the way forward, partnering or acquisitions to do so?
3. Or do they need to achieve business model transformation by building something entirely new outside of the organisation?
These options are being heavily debated in boardrooms throughout Europe, with a number of high profile banks recently announcing plans to build brand new subsidiaries. Some of the traditional banks, payments and tech companies are pursuing a few or all of the options while others are sitting on the fence. Which is most effective and why? What are the dynamics at play that determine success for different types of companies? Hear from the leading companies in our industry as they share their incisive insight on the successes but also the failures and the lessons learned.
Drew Graham, Director, Fintech Strategy & Engagement, Standard Chartered Bank
Megan Caywood, Chief Platform Officer, Starling Bank,
Hosted by Pat Patel, Content Director - Europe + Asia, Money20/20
Guido Giammattei, RBC, and Alex Edmans, London Business SchoolApr 4 20192:00 pmUTC30 mins
Please join us for a webinar on 4th April where Guido Giammattei, Head of Research, RBC Emerging Markets Equity, and Alex Edmans, Professor of Finance at the London Business School, will discuss executive pay and incentives.
Alex will present the findings from his paper The Long-Term Consequences of Short-Term Incentives which provides evidence of the negative impact of short-term CEO incentives on the long-term value of a company.
Guido will discuss the chapter on management incentive schemes from the Emerging Market team’s 2018 ESG Report which questions whether or not the increase in incentive pay is correlated to shareholder returns over the longer term.
Aanand Venkatramanan, Head of ETF Investment Strategies and Mark Higgins, COO, StrategenApr 9 20199:00 amUTC60 mins
New developments in battery technology are changing the way we transport and power the world, with innovation happening all along the value chain. Significant progress has been made to improve the energy density, price, lifeline and safety of batteries while mitigating the impact on the environment.
Join Aanand Venkatramanan, Head of ETF Investment Strategies and Mark Higgins, COO, Strategen to hear insights about the global battery technology investment case.
They will cover topics including:
Demystifying the global battery technology investment case
What is the growth potential of the global battery industry and what is driving it??
How does the explosive growth in electric vehicles, grid-connected energy storage and other technology breakthroughs impact this investment case?
What is behavioural finance? What behaviours prevent us from making the right investment choices? How can we improve our investment decision making?
The study of behavioural economics allows us to better understand the decisions we make. We show how behavioural finance can lead to better investment decision making. We explore the inherent biases we must overcome to achieve our long-term investment goals. And we provide five tips to achieving better investment decision making.
Digging deeper, we look at ‘noise’, the random variables that effect our decisions. And we provide lessons from three books that changed the way we think about thinking.
Oliver Bell, Frontier Markets Portfolio Manager, and his team have been on the road again this year analysing the fundamentals of many companies and countries in frontier markets first-hand.
In this webinar, they will share the key takeaways from their research trips, and discuss the broader outlook for frontier markets, as well as current positioning and recent performance in the strategy.
Hector McNeil, Co-CEO, HANetf.Apr 10 20191:00 pmUTC45 mins
As investors continue to move money out of mutual funds and into ETFs, and with more issuers creating a European ETF footprint, the time is right for asset managers to consider how ETFs can accelerate their distribution strategy. During this webinar, ETF industry pioneer and HANetf co-CEO Hector McNeil will explore the various options available to enter the market, and will dive into HANetf’s unique white-label solution.