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.
While global investors shun UK stocks, William Littlewood, manager of the Artemis Strategic Assets Fund, believes they now offer value. He weighs up the opportunities and risks in the UK market with Artemis’ Ross Leckie.
Politics continues to have a heavy influence on US equities at present. Now we have the results of the midterm elections, Cormac Weldon, manager of the Artemis US Select Fund, considers the outlook from here.
Factor investing is transforming the way investors construct and manage portfolios. But how can you be sure you’re getting the factor exposure you seek? MSCI FaCS and Factor Box remove this uncertainty by providing a factor standard that can be incorporated into your due diligence process.
In this webcast we will:
•Provide an overview of MSCI FaCS and MSCI Factor Box
•Demonstrate how to measure and analyze factor exposures at the security, fund or portfolio level using MSCI FaCS
•Use Factor Box to compare funds to funds, funds to benchmarks and report fund or style characteristics
With dramatic developments in the Brexit story, we are in a fast changing situation with much at stake for the country and for investment portfolios. Trevor Greetham, Head of Multi Asset at Royal London Asset Management shares his views on possible outcomes and how they are likely to impact a range of investments.
Armit Bhambra, Head of UK Retirement, iShares by BlackRock; Maya Beyhan, Investment Strategist, Kempen; Brendan Maton, IPERecorded: Nov 15 201847 mins
Since 2009, ETF assets have increased from c.$1trn to above $4trn today*. As AUM has increased, so too has the volume traded over exchanges, which has the direct impact of reducing transaction costs versus trading in the primary markets. This changing landscape requires a more holistic view of costs.
In this webinar, we focus on ETFs and when and why it maybe more cost efficient to use an ETF instead of an alternative wrapper. We will look at the Total Cost of Ownership (TCO) framework and how it can help drive cost efficiencies for your Pension Fund, for both ETFs and IMFs. It also enables you to evaluate the most cost-efficient vehicle and gives you a better reflection of true costs.
We will discuss how you can make cost efficiencies for your pension fund and address the following key questions:
· What are the cost benefits of ETFs?
· How will it fit within our current pension fund portfolio?
· What is the Total Cost Ownership (TCO) framework?
· How does TCO differ to the traditional cost analysis model for mutual funds?
· Should I consider ETFs as a key investment strategy for our pension fund?
· ETFs have been on the rise for the last few decades, will the trend continue?
· What is the key strategy to achieving a strong return and cost-efficiencies?
* Source: Kempen Capital Management, as of July 2018
Greg Guerin, Senior Product SpecialistRecorded: Nov 15 201844 mins
Gregg will provide a detailed look at dividend investing, a brief summary of its history and highlights of a few powerful factors that could potentially lead to success or failure in equity income investing. He will also walk through our First Trust’s time-tested approach to equity income investing, how we firmly believe that investors’ buy companies, not dividends and why now might be a good time to add equity income at this point in the cycle.
Masja Zandbergen and Michael van der MeerRecorded: Nov 15 201843 mins
Financially material ESG factors could have a significant impact – positive or negative – on a company’s business model and value drivers, such as revenue growth, margins, required capital and risk. We take a look at how to define what is financially material ESG information and how this can be used by investors. We also look at moving from research to real life, considering the three broad approaches to addressing ESG in a portfolio how to incorporate detailed analysis effectively.
Calculating the value of an estate is clearly important when it comes to planning for inheritance tax and can be impacted by a variety of factors. That’s why our latest webinar looks at how to calculate the value of an estate, the various exemptions and reliefs available and, of course, some of the ways to mitigate IHT. CPD certificates available to all attendees.
Mark Austin and Stuart Lawson, Northern Trust; James Alexander, Accenture; Brendan Maton, IPERecorded: Nov 14 201870 mins
As institutional investors /pension schemes boost their exposure to alternative assets at transformational levels, they are exploring a variety of ways to access the investments. An evolving approach is to venture beyond the investor role by entering the realm of the asset manager and establishing their own investment vehicles.
This can offer advantages such as full alignment to their requirements and greater control. Yet it also requires a high level of in-house expertise and operational considerations.
The webcast will:
• Examine the drivers and challenges for investment in alternative assets
• Explore the changing relationship between ‘LPs’ and ‘GPs’
• Outline key considerations for direct investment
- Mark Austin, Head of UK Institutional Investor Group, Northern Trust
- Stuart Lawson, Senior Product Manager, Alternatives, Northern Trust
- James Alexander, UK Wealth and Asset Management at Accenture
Morgane Delledonne, ETF Investment StrategistRecorded: Nov 14 201849 mins
An outlook of increasing volatility and potential economic slowdown makes the case for a defensive approach to equities. With income from traditional sources still difficult to come by, and higher yielding strategies carrying risk, we discuss an approach to achieving higher income with comparatively low risk through the use of covered calls within an ETF structure.
As Robeco announces that it is the Sustainability Investing Partner of City to Sea, their founder Natalie Fee shares her own experience of realising that something needs to be done about plastic pollution. She takes a look at the problem and what you can do to be part of the solution.
Sustainability investing is not the only approach to making an impact – active ownership can be very powerful. Carola will discuss how investors can reap the benefits of engagement around financially material ESG themes.
The UN SDGs are becoming a popular lens through which investors can view the impact of their sustainability investing. However quantifying a company’s contribution to the SDGs is no mean feat. Taeke will discuss the goals, how investors might approach incorporating them in their portfolio, and the framework developed by Robeco to rate companies on their SDG impact.
After a long period of calm in financial markets, 2018 has seen a significant increase in volatility. Bond yields and credit spread have risen, whilst uncertainty around global trade has increased, several emerging markets have been under the spotlight and political risk in the Eurozone has re-emerged. This has all proven a very challenging backdrop for fixed income strategies. In this context, Gordon Harding, Investment Specialist at UBS Asset management will outline current opportunities and discuss how the new UBS Global Strategic Bond Fund provides a solution to fixed income investing in this more uncertain environment.
Wouter Van Overfelt, Francesco Tarabini CastellaniRecorded: Nov 13 201833 mins
Inefficiencies are prolific in the emerging corporate bond space, making it an active manager’s paradise. In this webinar, Wouter Van Overfelt, Senior Portfolio Manager, will explain how to take advantage of these inefficiencies by complementing tried and tested value-driven strategies with event-driven opportunities.
Wouter will also answer your questions and discuss the following:
-Why he actively seeks stories which other managers avoid.
-Where he is finding value in the current market.
-What his views are on recent market developments.
Maxwell Yang and Jessica TeaRecorded: Nov 12 201833 mins
China has rapidly gone through a wave of consumption upgrade over the past few years. Amid the rising uncertainties in China’s economic growth, many wonder if Chinese consumers still have more room / budget to upgrade.
We seem to be seeing consumption downgrade happening at the same time. Auto and luxury sales seem to be softening. Changing tastes of young consumers are unpredictable, while the declining birth rate and aging population are certainly blurring the picture further.
During this webcast, our speaker Maxwell Yang (Senior Investment Analyst, Greater China Equities) and moderator Jessica Tea (Investment Specialist, Greater China Equities) will unveil the truth about the multi-faceted Chinese consumers and how to stay ahead of the fast-changing headlines to continue with exploring consistent and sustainable investment opportunities.
Libby Cantrill, Head of Public Policy; Scott Mather, CIO of U.S. Core StrategiesRecorded: Nov 9 201851 mins
What will the outcome of the U.S. midterm elections mean for global markets? Libby Cantrill, PIMCO's head of public policy, and Scott Mather, CIO of U.S. Core Strategies, discuss what we see on the horizon for U.S. policy and implications for investing.
Gervais Williams, fund manager on the LF Miton UK Smaller Companies FundRecorded: Nov 8 201835 mins
In this webinar, Gervais Williams, fund manager on the LF Miton UK Smaller Companies Fund, sets out his views on the UK Smaller Companies universe, whilst also discussing his outlook and positioning for the fund.
Aneeka Gupta, Associate Director, Research at WisdomTree in Europe & Nitesh Shah, Director, Research at WisdomTree in EuropeRecorded: Nov 8 201851 mins
The electric vehicle market is changing the automotive landscape. Sales of electric vehicles are growing exponentially as innovation in battery technology drives the total cost of owning an electric vehicle lower.
In this webinar, we will explore developments in the battery technology landscape and how changing demand may affect the prices of commodities, such as nickel.
Topics to be discussed include:
• Developments in lithium ion batteries & implications for the supply chain
• Catalysts behind electric vehicle uptake
• How changes in battery technology may affect demand for different commodities
Investing in the UK is at the very bottom of the list for global asset allocators. Is there something fundamentally wrong with UK-listed businesses or is this a case of Brexit-induced pessimism? Join fund manager Alexandra Jackson to discuss where the opportunities are in this overlooked market.
Andrew Mulliner & Ryan MyerbergNov 20 20182:00 pmUTC60 mins
2018, so far, has been a fairly turbulent environment for fixed income markets, marked by sporadic shocks, which investors have largely treated as being driven by one off or transitory events. However, the list of such transitory episodes continues to grow and the cumulative impact on the fixed income universe poses significant challenges to investors. Thus, the flexibility to seek out the best opportunities and protect against the worst case scenarios without any constraints has never been more important, given the continued presence of historically low yields in the developed world at a time of declining global liquidity.
In this webcast, Andrew Mulliner and Ryan Myerberg, Portfolio Managers of the Janus Henderson Horizon Total Return Bond Fund share their thoughts on the markets and the prospects for bond investors in the near future. The webcast session will also include a review of the performance of the fund and summary of current positioning.
• Macro themes likely to shape the rest of 2018
• Current strategies in the fund
• Performance and portfolio update
Gabe Rissman & Cary Krosinsky, Co-founders of Real Impact Tracker and Ben Yeoh, Senior Portfolio Manager, RBC Global EquityNov 20 20183:00 pmUTC30 mins
Please join Cary Krosinsky and Gabe Rissman co-founders of Real Impact Tracker as they introduce how they rate the social and environmental impact of your investments. Following this Ben Yeoh, Senior Portfolio Manager, RBC Global Equity will outline how his team approach improving the social and environmental impact in their investments.
Andrew Keirle - Portfolio Manager, Emerging Local Markets Bond FundNov 21 201812:00 pmUTC45 mins
Andrew Keirle's fund has an 11-year track record in the multi-faceted, sometimes misunderstood but often rewarding, world of EM local currency debt. He'll discuss how active management can help reap the very real benefits of a high-yielding, largely investment-grade asset class, while managing the risks.
Peter Rutter, Head of Global Equities will be focusing on the factors that influence how RLAM’s Global Equity funds perform and how these fit with clients’ wider portfolios. In previous webinars Peter has introduced the differentiated and proven investment process employed by the RLAM Global Equity fund managers. This process leads to differentiated portfolios with performance driven by stock selection and some clear and consistent style and factor characteristics. In particular the funds have tended to perform best when valuation factors are outperforming and there is a risk-off environment in equities. Peter will explain why this is consistent with the investment process and consequently how the portfolios might fit a strong complement to managers with more global growth and larger cap exposures in global equities.
Greg Guerin, Senior Product SpecialistNov 21 20182:00 pmUTC45 mins
It’s no secret that the thematic offering of IPOs and Spin-Offs constitute a significant part of equity capital markets activity and are seen as drivers of innovation and growth.
According to Bloomberg, from 2002 through September 2018, U.S. IPOs have raised over $529.49 billion USD in market cap.
The key is to find the right investments and the right solution for you!
The primary motivation for many investors regarding IPOs is to receive a short-term surge in price, regardless of a stock’s longer-term potential for success or failure.
At First Trust, we take a different approach. Through our disciplined and rules-based approach, we seek to capture asset allocation benefits of strong performing U.S. companies as they transfer from a private to a publicly traded company post-IPO.
This webinar aims to help enhance your understanding how IPOs and Spin-Offs work and how the IPOX®-100 U.S. Index technology can help investors get exposure to unique factors, not possible with conventional benchmarks.
•What are IPOs and Spin-Offs
•Thematic approach: The market data and investment rationale
•Why long-term asset allocation capture is behind FPX
•Discuss the specialist FPX rules based and diversified ETF wrapper
John Lloyd, CMO, ClearlySo, and Simon Evill, Head of Origination, ClearlySoNov 21 20183:00 pmUTC45 mins
Impact investing is one of the hottest areas in finance and growing at an estimated 17% annually in the UK alone according to research from Big Society Capital. But what are investors investing in? What types of businesses? What sectors are hot or not?
ClearlySo CMO John Lloyd interviews impact investment expert and Head of Origination Simon Evill to find out.
This webinar will include:
- Overview of impact sectors and high level trends
- Insight on the types of businesses and which sectors are attracting the most capital
- Examples of recent transactions
Sam Bentley, Client Portfolio ManagerNov 22 20189:00 amUTC60 mins
Despite outperforming over the long term, value investing in global emerging markets has never been the well-trodden path. We believe that our contrary approach affords our clients the opportunity to outperform the market and presents exciting opportunities for long term investors.
Sam Bentley will introduce Eastspring’s differentiated and disciplined value approach to scrutinizing and investing in the latent opportunities in GEM equities and share the realities of navigating the market in uncertain times.
Just 29% of UK employees work for firms that operate flexible working policies for all employees according to recent research commissioned by TeleWare.
This highlights the stark differences in how firms are creating workforces who can work flexibly in an increasingly mobile environment. One thing is certain, tools that enable employees to work wherever and whenever they want to are here to stay, but how firms deploy them could be the difference between success or failure.
Join us in the latest webinar in our mobility and productivity programme where we will share exclusive insight into mobile and flexible working practices.
Join our panel of experts to find out:
•The impact on businesses who fail to deliver changing flexible working expectations
•The technological advancements that are helping firms operate flexibly
•The benefits and the pitfalls of a more mobility enabled workforce
•The barriers to successful adoption and how you can overcome them.
Steve Haworth, CEO, TeleWare
Andrew Fawcett, Product Manager, TeleWare
Francesca Gandolfi, Canada LifeNov 22 201811:00 amUTC60 mins
Trust-based inheritance tax solutions have developed over many years and the various arrangements available can provide differing levels of access and IHT efficiency. In this presentation we look at some of the common solutions and how they can be used as part of an estate planning strategy. CPD certificates available to all attendees.
While emerging-market (EM) stock performance has been volatile in 2018, long-term demographic and economic changes across EM continue to create fertile opportunities for well-managed businesses capable of sustained growth. An increasing number of EM companies have learned how to compete with their developed-market peers, in many cases adopting new technologies and processes at lower cost than more established rivals. Join Kathryn Langridge, Senior Portfolio Manager, who will discuss the True Opportunity in Emerging Markets.
Francis Condon and Christopher Greenwald, UBS Asset Management; Brendan Maton, IPENov 22 20183:00 pmUTC75 mins
As the need intensifies for the world to transition to a low-carbon economy, we look at the ways in which aligning to the 2 degree global warming scenario can provide investors with opportunities. In particular, we will explore the benefits of adopting a low cost, rules-based approach to integrating climate risk, with a focus on:
• Incorporating a forward looking approach aligned to forward-looking carbon reduction targets
• The use of qualitative and quantitative factors to tilt exposures towards those companies more likely to follow the 2 degree reduction scenario and away from those likely to track the 6 degree scenario
• The role of an active engagement and proxy voting policy to drive positive climate change action
- Christopher Greenwald, PhD, MBA: Head of Sustainable and Impact Investing Research and Stewardship, Executive Director, UBS Asset Management
- Francis Condon, M.Phil: Sustainable and Impact Investing Research Analyst, Executive Director, UBS Asset Management
The gradual removal of monetary policy accommodation by central banks is removing a price-insensitive buyer from the market and leading to reduced liquidity. Tighter monetary policy is also pushing up shorter-dated bond yields and leading to a reassessment of value on the yield curve. In this webcast, Nick Maroutsos looks at how investors can navigate the new environment for fixed income and chart a potentially less volatile path with their investments.
Marcus Brookes, SchrodersNov 27 201810:00 amUTC60 mins
In this timely webconference, please join Marcus Brookes, Head of Multi-Manager, as he gives his thoughts on the current Brexit situation, addressing possible outcomes and implications.
Marcus will also evaluate the impact of Trump’s tax cuts and trade policy on markets, as well as focusing in on future returns and how best to approach what is likely to be a highly volatile year in 2019.
Colin Morton, manager, Franklin UK Equity Income FundNov 27 201811:00 amUTC45 mins
Please join Colin Morton, manager, Franklin UK Equity Income Fund, who will draw on more than 30 years of experience to share with you his solution for providing your clients with a premium yield couple with capital growth. As well as explaining the process behind his time-tested approach to UK equity income investing, Colin will discuss:
•Key themes driving performance
•Recent portfolio changes
•Outlook and positioning
Many trusts are subject to periodic charges (sometime called ten year anniversary charges) and exit charges, and trustees are responsible for calculating any potential liability as well as reporting to HMRC and paying any tax due. They may look to their professional advisers for help and this webinar looks at how these charges apply to different estate planning solutions.CPD certificates available to all attendees.
Paul Flood, multi-asset portfolio managerNov 27 201812:00 pmUTC45 mins
Paul Flood will discuss the diversification benefits offered by alternative assets, including renewables and infrastructure, and consider their performance over the course of 2018. He will also look ahead to prospects and opportunities for capital markets in 2019, as well as the underlying characteristics which make alternative assets appealing.
The fourth industrial revolution is reshaping industry, business and investment opportunities worldwide. Join HANetf to explore how emerging investment themes such as Robotics, Cloud Computing, Blockchain and Social Media are creating new investment opportunities, and how European investors can access these growth themes.
The financial services industry has been struggling to give
its customers a delightful experience yet to date those experiences
are still based on a mid-90s thought process around the customer
experience that focuses on making transactions easier to do, less
steps, move convenient.
FinTechs have stepped in to create value by simplifying some
transactions with companies such as Lending Tree lending club,
Venmo and others but value remains minimal.
We believe more value can be created if more thought is given to
value creation for customers beyond the faster, more efficient or
With a proactive finance philosophy driving how we ideate about the
next generation of financial products, we will bring financial advisor
smarts to our product ideas and innovations and will connect more
dots across the customer’s financial life style and events.
This way customers will get a lot more value out of their existing and
future assets and investments and as a result, they will get an
optimized portfolio of services on an ongoing basis while adapting to
their life events.
About Ash Seddeek, bestcash Founder, Ex-Schwab, Deloitte, Cisco, Oracle
Former Brokerage Software Project Manager @ Charles Schwab; Former Senior Consultant @ Deloitte, Oracle, Cisco
Serial entrepreneur and accomplished professional with more than 20 years of account management business management, and strategic sales
Experienced investor and advisor to early stage companies in the areas of sales, marketing and talent acquisition
Cloud is the transformative technology of modern world, changing the way we communicate, do business, manage information and do business. With billions of internet-connected devices already in circulation, HANetf explores the growth drivers of cloud technology and shows how European investors can gain exposure to this generationally important theme.
Howie Li, Head of ETFs, David Stevenson, FT columnistNov 29 201810:00 amUTC45 mins
Join Howie Li, Head of ETFs, as he is interviewed by David Stevenson, FT columnist, to discuss L&G ETF’s new core equity ETF range.
They will cover topics such as:
•Why should investors now expect more from their core equity solutions?
•What should investors be considering when evaluating the index design of their core equity holdings?
•What potential opportunities does this create for investors?
John Pattullo and Jenna BarnardNov 29 20182:00 pmUTC60 mins
Co-managers of the Janus Henderson Strategic Bond Strategy, John Pattullo and Jenna Barnard, will expand on the macro themes that will likely shape the rest of 2018 and determine the direction for fixed income investors through 2019, while discussing the core themes in their portfolios.
The webcast session will also include a review of the performance of the strategy, highlights of current positioning and outlook for the medium term.
Jeff O'Dwyer & Andrew MacDonald, SchrodersDec 3 201811:00 amUTC60 mins
On 3 December, the end-of-year results for Schroder European Real Estate Investment Trust will be announced.
To coincide with this, please join Jeff O'Dwyer, European Investment Manager, and Andrew MacDonald, Head of Real Estate Finance, as they provide their investment outlook for 2019 and cover the main contributing and detracting factors which have affected the portfolio performance in the last year.
Trevor Greetham presents his latest quarterly update. As we approach the end of the year Trevor looks back across 2018, reflecting on the year before providing his outlook for markets and the Royal London Global Multi Asset Portfolios (GMAPs) as we move towards 2019.
Philip Lawlor - managing director, global markets research; Marlies van Boven - managing director, research & analyticsDec 6 20183:00 pmUTC60 mins
FTSE Russell will be hosting a webinar to discuss some of the key issues confronting investors next year.
- Where next for the economic and financial conditions, earnings and valuation cycle after a year of ‘Trumpenomics’?
- Global factor rotation: An examination of themes, outliers and inflection points..