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UK Wealth Managers

  • Why financial and professional services firms must get flexible working right
    Why financial and professional services firms must get flexible working right
    Kirsty Leighton Recorded: Aug 21 2019 51 mins
    Financial service companies will need to lead the charge in flexible and remote working if they are to attract the best possible talent. Something that has never been more important against a backdrop of Brexit and a growing millennial and Gen Z workforce.

    Today, only one in six (15%) employees work in businesses that don’t offer flexible working. What used to be a perk is now a mandatory offering.
    Alongside the importance of employee satisfaction, the UK is also facing a productivity challenge, on average the UK is 31% less productive than France.

    Join Mark Elwood, Director at TeleWare, Dr Lucy Green, CEO & Business Development Expert at Larato and David Mellard, Director and Founder at Bedrock HR, as they discuss:
    •The flexible working challenges financial services companies face – including security and data protection
    •Can financial services companies safely implement a bring your own device (BYOD) policy?
    •How to use tech to increase productivity
    •Scalable IT solutions for growing companies
  • Coaching Tools to Empower Performance
    Coaching Tools to Empower Performance
    Gillian Jones-Williams & Ro Gorell Recorded: Aug 20 2019 58 mins
    How are your coaching skills? Do you feel you genuinely empower people to come up with ideas and improve performance or could your coaching toolbox do with a bit of brushing up?

    If you are an existing coach, this webinar will refresh your skills and introduce you to some new tools. If you are new to coaching you will find this a useful introduction to some of the skills that will help you to get the best from people.

    Gillian Jones-Williams and Ro Gorell, authors of 50 Top Tools for Coaching and How to Create a Coaching Culture will be sharing with you some key concepts and tools from their newly published 4th edition of 50 Top Tools for Coaching and answer all your questions on coaching. Gillian and Ro have over 30 years coaching experience between them and will be helping you to develop a coaching mindset.
  • The Artificial Intelligence Investment Opportunity
    The Artificial Intelligence Investment Opportunity
    Aneeka Gupta, Associate Director, Research at WisdomTree & Jack Cutts, Director of Industry and Business Intelligence for CTA Recorded: Aug 20 2019 55 mins
    Investment and adoption of Artificial Intelligence (AI) is on the rise, across all industries. The exponential growth in technology can be explained by the AI Flywheel Effect - the effect in which an AI product continuously improves with use. We believe AI is poised to catalyse economic growth for the next decade.

    In this webinar we will explore the investment opportunity presented by the AI industry, take a close look at some of the companies involved in AI and how investors can gain exposure to this exciting growth megatrend. We will be joined by Jack Cutts, Senior Director of Business Intelligence and Research from the Consumer Technology Association who will be sharing his expertise and insights on companies working in the AI industry.

    Topics that will be covered:

    • The AI investment opportunity
    • Why not all AI-labelled companies are equal
    • A close look at some leading AI companies and what they do
    • How to gain efficient exposure to AI
    • Questions & Answers
  • Janus Henderson Global Dividend Index: Expert insight - Edition 23
    Janus Henderson Global Dividend Index: Expert insight - Edition 23
    Ben Lofthouse Recorded: Aug 19 2019 1 min
    On 19 August 2019, Ben Lofthouse, Head of Global Equity Income will discuss highlights from our latest Janus Henderson Global Dividend Index (#JHGDI) report.
  • DWS Unconstrained Asian Fixed Income
    DWS Unconstrained Asian Fixed Income
    Robert Gibbs. Recorded: Aug 9 2019 35 mins
    Managed out of Hong Kong by Henry Wong, the DWS Asian Bonds strategy has provided category-leading absolute and risk-adjusted performance within the Asian fixed income asset class. The strategy is designed to be very flexible, with a loose benchmark of the JPM JACI index, and notable sector, country and duration tilts – unconstrained fixed income across investment grade and high yield credit markets. In this session, we run through the rationale for investing in EM Asia and the composition of our strategy, with the discussion being led by our product specialist, Robert Gibbs.
  • The evolution of online gaming – Opportunities for Emerging Markets investors
    The evolution of online gaming – Opportunities for Emerging Markets investors
    Divya Mathur and Colin Dishington, Portfolio Managers Global Emerging Markets Recorded: Aug 8 2019 28 mins
    •The gaming ecosystem – how it works
    •What has been driving growth and popularity
    •Impact of Chinese regulations and outlook
    •Opportunities for investors and what we look for – diversified risk i.e investment in hardware companies as well as tech
  • Geneva WealthTech Forum: The view from a Swiss-based technology consulting firm
    Geneva WealthTech Forum: The view from a Swiss-based technology consulting firm
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Aug 7 2019 3 mins
    During the 2019 Geneva Wealthtech Forum, we interviewed Olivier Grandjean, Associate Director at Switzerland-headquartered Orbium (Now Part of Accenture Wealth Management), to get the view of a locally-active, wealth management-focused technology and business strategy consulting firm.

    Olivier gave his view on the following technology-focused questions and Geneva's position specifically, including:

    - What he sees as the main technological challenges and pain points for wealth managers
    - Where he sees wealth managers focusing now when it comes to FinTechs and WealthTechs
    - What he sees as the benefit for Geneva in developing as a WealthTech centre of excellence

    Thanks again to the Geneva WealthTech Forum team for their support in organising the interview and to Olivier Grandjean for his time and insights.
  • Total Return Credit - Quarterly update with Mark Munro
    Total Return Credit - Quarterly update with Mark Munro
    Mark Munro Recorded: Aug 7 2019 26 mins
    Fund manager, Mark Munro, discusses the changes, updates and outlook for the Total Return Credit Fund.
  • Smaller companies: big opportunity?
    Smaller companies: big opportunity?
    Harry Nimmo, Abby Glennie & Graham McCraw Recorded: Aug 5 2019 25 mins
    Listen in to our discussion with Harry Nimmo, Head of Smaller Companies and Abby Glennie, Investment Director, hosted by Graham McCraw, Investment Specialist, covering the questions:
    Why should investors in smaller companies expect a higher return? What are the risks involved? And what are the opportunities for active managers?
  • Monthly global equities outlook
    Monthly global equities outlook
    Will Kenney Recorded: Aug 5 2019 3 mins
    Reflecting on the impact interest rate movements and bond yields are having on the market, Will Kenney, Senior Fund Manager in our Global Equities Team, reiterates the team’s focus on wealth creation rather than trying to predict short-term changes in markets.
  • UK equity income quarterly review
    UK equity income quarterly review
    Richard Marwood Recorded: Aug 5 2019 4 mins
    Richard Marwood, Senior Fund Manager provides listeners with an update on Q2 from the perspective of our equity income team. Uncertainties still linger and markets can seem polarised in some ways, Richard shares his thoughts on the key reasons around this and how the team are managing allocation in the Royal London UK Equity Income Fund.
  • Trevor Greetham - Investment Clock
    Trevor Greetham - Investment Clock
    Trevor Greetham Recorded: Aug 5 2019 3 mins
    With extra stimulus coming through from China and the US, Trevor Greetham, Head of Multi Asset, considers the prospect of a fourth ‘mini cycle’ following the 2018 slowdown as the record-breaking US economic expansion continues. Trevor also notes some short term risks as we enter the usually volatile summer period, but will be looking to buy dips as signs build for a new acceleration of the world economy into next year.
  • Investing in Africa's Consumer Boom | EMQQ
    Investing in Africa's Consumer Boom | EMQQ
    Kevin Carter Founder & Chief Investment Officer, EMQQ Recorded: Aug 1 2019 46 mins
    Internet connectivity is transforming the experience for the African consumer, creating new opportunities for both local entrepreneurs and international investors. This webinar looks at:
    - The new African consumer
    - The African broadband revolution
    - The African companies poised to benefit
    - Amazon isn't in Africa - we look at who is leading local ecommerce growth
  • Defaqto Engage Core and Intelligent Office integration
    Defaqto Engage Core and Intelligent Office integration
    Roger Perry, Head of Intermediary Sales Recorded: Jul 31 2019 30 mins
    In this webinar for financial advisers and paraplanners alike, Roger Perry, Head of Intermediary Sales at Defaqto, demonstrates the two-way integration between Intelligent Office and Engage Core that allows you to automatically share the latest client details, plans and valuations between iO and Engage.
  • Geneva WealthTech Forum: The view from a locally headquartered but international
    Geneva WealthTech Forum: The view from a locally headquartered but international
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Jul 31 2019 4 mins
    During the 2019 Geneva Wealthtech Forum, we interviewed Jeremy Boot, Senior Product Manager at Geneva-headquartered, international financial services and wealth management technology major, Temenos.

    Jeremy gave his view on a range of technology-focused questions in relation to the wealth management sector in general and Geneva's position specifically, including:

    - What he sees as the leading technology challenges around the wealth management industry
    - In terms of the modern technology toolkit available to wealth managers, what he is looking at and where he sees the most interest
    Where does he see the wealth management industry in its digital journey and what is the focus
    - What more wealth managers have to do to deliver on their digital strategy
    - How he feels Geneva is positioned as an international WealthTech marketplace

    Thanks again to the Geneva WealthTech Forum team for their support in organising the interview and to Jeremy Boot for his time and insights.
  • GEM equities: Why now for income?
    GEM equities: Why now for income?
    Matthew Williams Recorded: Jul 30 2019 35 mins
    Trade war, tech war, election fever and rate cuts...there's a lot going on in global emerging market equities. Matthew Williams discusses the current state of affairs in investing in an asset class many consider for growth but disregard for income.
  • Katie Nixon: Say What You Mean, and Mean What You Say
    Katie Nixon: Say What You Mean, and Mean What You Say
    Katie Nixon - Chief Investment Officer, Wealth Management Recorded: Jul 29 2019 3 mins
    All eyes are on the U.S. Federal Reserve this week. While most investors expect an interest rate cut, recent Fed communication has reflected some lack of consensus on the magnitude. Katie Nixon takes a closer look.
  • Kettle Hill US L/S Equity Fund Q2 2019 Webcast
    Kettle Hill US L/S Equity Fund Q2 2019 Webcast
    Andrew Kurita Recorded: Jul 29 2019 34 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager Andrew Kurita to learn about what drove second-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Dynamic European Equity - Q2 review
    Dynamic European Equity - Q2 review
    Bibiana Carretero Recorded: Jul 26 2019 18 mins
    Join Bibiana Carretero as she gives a Q2 update for the Dynamic European fund.
  • Faster, better, safer! Improving member outcomes
    Faster, better, safer! Improving member outcomes
    Chris Connelly, Propositions & Solutions Director, Equiniti Recorded: Jul 26 2019 6 mins
    Chris Connelly, Propositions & Solutions Director, Equiniti speaks to us about the 3 main technology trends within the industry, how schemes can improve engagement, the future of member engagement & more.
  • Could lifetime mortgages help the ‘silver separators’?
    Could lifetime mortgages help the ‘silver separators’?
    Rob Miles, Head of IFA Sales, Legal & General Home Finance Recorded: Jul 26 2019 26 mins
    Later life divorce often leaves a big dent in ‘silver separators’ finances and selling their home can seem like the only option. But with an estimated £1.6 trillion of equity in the over 65’s homes, is it time to start making property an asset that works for your clients?

    Join our CPD certified webinar to help you understand:

    - The growing lifetime mortgages market
    - Why downsizing and splitting assets isn’t always the best option
    - How lifetime mortgages could help your clients
    - What advice your clients should first consider
    - How we can support you
  • Global Absolute Return Strategies (GARS) quarterly update
    Global Absolute Return Strategies (GARS) quarterly update
    Neil Richardson Recorded: Jul 25 2019 35 mins
    Please join us to hear an update from Fund Manager Neil Richardson and Global Asset Specialist Christopher Nichols discussing the key themes within the portfolio and providing a summary of our current positions and outlook for Q32019.
  • Peak Passive or Still Early Days?
    Peak Passive or Still Early Days?
    Derek Fulton, CEO, First Trust Global Portfolios Recorded: Jul 25 2019 61 mins
    We often hear debates about whether we have reached peak passive and how much further can the ETF industry grow. First Trust will make the case that ETF growth is still in its early stages and that ETFs are a kind of disruptive technology which will accelerate fundamental change in the investment industry.

    The ETF structure is an innovation in investment fund technology which we believe will become the most widely used vehicle for all types of investment strategy. In fact, actively managed ETFs are already the fastest growing area of the industry in the United States.

    Learning Objectives:

    • Understand the differences and similarities between a UCITS ETF and UCITS OEIC fund
    • Trace the evolution of ETFs from passive market capitalisation index tracking through smart beta to actively managed strategies
    • Understand how investors in the US are using ETFs to build more granular bespoke client investment solutions
  • Yacktman US Equity Fund Q2 2019 Webcast
    Yacktman US Equity Fund Q2 2019 Webcast
    Jason Subotky Recorded: Jul 25 2019 30 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove second-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Multi-asset - Multi purpose
    Multi-asset - Multi purpose
    Roger Perry, Head of Intermediary Sales Recorded: Jul 25 2019 25 mins
    In this webinar, Roger Perry will cover:
    - how financial advisers can use multi-asset funds for growth
    - how to use multi-asset funds to generate a natural income
    - how to use multi-asset funds as a part of your CIP
    - how financial advisers can evidence multi-asset recommendations by using Defaqto Engage

    This webinar is suitable for financial advisers and paraplanners alike.
  • Career Development – Nudge your way to a mentor network
    Career Development – Nudge your way to a mentor network
    Darryl Howes MSc Aug 28 2019 11:00 am UTC 50 mins
    Success takes teamwork. No one can do it all on their own and interacting with new people is important. We never know who we might meet and the effect they may have on our professional life and career.

    Nurturing key relationships that can facilitate career and personal development is what all successful people do. And they build this network continually and consistently.

    How can you build a network of mentors, advisors and contacts and what’s the best way to go about doing this? Business psychologist Darryl Howes MSc will provide practical tips and advice, with insight drawn from social science and a 30-year career in financial services.

    Darryl Howes MSc
    Darryl helps professionals develop networking and career management strategies. He holds a First Class Honours undergraduate degree and a Masters in Organisational Psychology from the University of Surrey, UK. A visiting lecturer and speaker for City University, the University of Surrey Careers Service and Aston Business School, he has also worked extensively with organisations such as The Institute of Leadership and Management and The Institute of Directors. He has written for a range of publications including People Management (CIPD), Financial Management (CIMA) and the ILM publication, ‘Edge’.

    A past National Executive Committee member of The Division of Occupational Psychology of the British Psychological Society, Darryl was nominated for the 2016 CIPD/People Management Power List for Learning & Development professionals, naming the top 20 bloggers, tweeters and all-round social media powerhouses. In 2017/2018, he was selected as a Personal Mentor under Her Majesty Queen Elizabeth’s QYL initiative, one of only 60 worldwide.
  • Trade Wars: A Golden Buying Opportunity in Emerging Markets?
    Trade Wars: A Golden Buying Opportunity in Emerging Markets?
    Kevin Carter Founder & Chief Investment Officer, EMQQ Aug 28 2019 3:00 pm UTC 60 mins
    As the trade war with China rages on and global growth projections declining, do you know the best opportunities to capitalize on? In this upcoming webcast, HanETF and EMQQ will explore the improving fundamentals in the consumer growth story of emerging markets despite Trade War fears and identify a unique set of circumstances that have developed for investors. Specifically, the webcast will delve into the greater influence of the new consumer wave in emerging markets, their preference for online shopping via the smartphone and ways for investors to gain targeted exposure to the rapidly expanding ecommerce segment.
    -Insights and key growth stories on some of the companies best positioned for a post trade war rebound
    -How the trade wars have created a unique opportunity for a sector with strengthening fundamentals and contracting valuations
    -How the smartphone is rapidly changing economies in the developing world and accelerating billions of people into the consumer class
    -How investors can incorporate emerging markets into a diversified portfolio
  • TCFD: Leaders and Challenges
    TCFD: Leaders and Challenges
    Louise Pryor, IFoA; Ed Baker, PRI; Ben Carr, Aviva Sep 2 2019 1:00 pm UTC 60 mins
    In collaboration with the Institute and Faculty of Actuaries, the Principles of Responsible Investment is delighted to host this webinar discussing the response to the TCFD’s recommendations two years on from their publication. The webinar will feature new analysis of the 591 investors representing $45 trillion who responded to PRI's 2019 climate indicators, insights from the Chair of IFoA's Resource and Environment Board as well as an investor case study of implementation in practice from Aviva.
  • Plastic, plastic everywhere - including in our drinks
    Plastic, plastic everywhere - including in our drinks
    George Guest & Amanda Young Sep 3 2019 1:00 pm UTC 60 mins
    Plastic is everywhere. We know it’s in our drinking straws, the tags on our clothes and wrapped around our chocolate bars. But it’s also in our food, tap water and, increasingly, our lungs.
  • Self-managed buy-in: buy-ins take you further away from buy-out
    Self-managed buy-in: buy-ins take you further away from buy-out
    Ren Lin, Head of Client Strategy, Insight Investment Sep 4 2019 9:00 am UTC 30 mins
    At first glance a buy-in may appear attractive. However, when considering the whole scheme, a buy-in will make it more difficult to achieve a buy-out in the majority of cases.

    In this webinar, Ren Lin, Head of Client Strategy at Insight Investment, explains why this is the case using an objective framework for comparing different de-risking options.
  • RLAM & Defaqto multi asset series - webinar 1
    RLAM & Defaqto multi asset series - webinar 1
    Paul Tinkler of Defaqto, Nersen Pillay, Investment Director and Ewan McAlpine, Senior Client Portfolio Manager Sep 4 2019 1:00 pm UTC 45 mins
    Paul Tinkler of Defaqto, Nersen Pillay, Investment Director and Ewan McAlpine, Senior Client Portfolio Manager explore multi asset investing and how to build the optimum mix of asset classes within portfolios.
  • Assessing critical illness cover
    Assessing critical illness cover
    Ben Heffer, Insight Consultant and Fiona Millar, Life & Proctection Researcher Sep 5 2019 10:00 am UTC 10 mins
    With over 500 thousand policies sold in 2017 (SwissRe’s Term & Health Watch 2018) it’s more important than ever for financial advisers to be comfortable that they recommend the most suitable product to their clients.

    Join us for our webinar ‘Assessing critical illness cover’ to learn:
    •The different approaches to assessing CIC policies
    •Why the quality of the CIC definition matters
    •Defaqto’s model for assessing CIC policies as used in CIC Compare
  • Second Half of 2019: China Economic and Capital Market Outlook
    Second Half of 2019: China Economic and Capital Market Outlook
    Kevin Liu and Brendan Ahern Sep 5 2019 1:00 pm UTC 60 mins
    Executive Director of CICC Research, Kevin Liu and Chief Investment Officer of KraneShares, Brendan Ahern will provide their outlook for China’s economy and capital markets for the remainder of 2019 and into 2020. They will also review MSCI’s 2019 inclusion of Chinese A-Shares following MSCI’s August China A rebalance with a look at the next rebalance in November.

    China’s Economic and Policy Outlook for the remainder of 2019 and into 2020

    Earnings Review of US, Hong Kong and Chinese listed Companies

    Scenario Analysis of Trade War’s Effect on China

    MSCI's August China A Rebalance Recap and Forecast for 2019’s final China A inclusion in November
  • Portfolio Construction 2.0 - Factors at the Core
    Portfolio Construction 2.0 - Factors at the Core
    Michael Hunstad and Jordan Dekhayser, Northern Trust Asset Management; Brendan Maton, IPE Sep 10 2019 1:00 pm UTC 60 mins
    Current macroeconomic circumstances combined with exceptional asset performance over the past decade are lowering return expectations going forward. This context will make it challenging for pension funds, insurance companies and other liabilities managers to achieve their returns objectives with a traditional core/satellite approach.

    Join our webinar where Michael Hunstad, PhD, Head of Quantitative Strategies and Jordan Dekhayser, CFA, Head of Quantitative Equity Research and Strategy will explore the following three topics that take another look at portfolio construction:

    - Factors at the Core
    Efficiently designed factor-based strategies are ideal for the core of a portfolio because they may provide higher returns than a pure passive portfolio for a modest amount of active risk, resulting in a considerably higher information ratio.

    - The Tracking Error Challenge
    Calibrating tracking error is crucial to target higher returns while mitigating the probability of underperformance. Staying disciplined during inevitable cyclical drawdowns is harder than it sounds but well worth it in the long run.

    - Multi-Factor Portfolios
    Because style factors are prone to sustained periods of underperformance, combining different factors that are unique drivers of return can help smooth down the cycles. We will look at the most efficient multi-factor strategies and how they help meet investors’ specific objectives.

    Presented by:
    - Michael Hunstad, PhD, Head of Quantitative Strategies, Northern Trust Asset Management
    - Jordan Dekhayser, CFA, Head of Quantitative Equity Research and Strategy, Northern Trust Asset Management

    Moderated by:
    - Brendan Maton, IPE
  • Defaqto Fund Reviews – beyond the quantitative data
    Defaqto Fund Reviews – beyond the quantitative data
    Paul Tinkler, Insight Development Manager Sep 11 2019 10:00 am UTC 27 mins
    Join us to learn more about the latest Defaqto product in the fund research arena – Fund Reviews – and how they can help you to provide suitable advice and achieve better client outcomes.
  • Where now for UK property?
    Where now for UK property?
    Richard Kirby and Peter Lowe, Fund Managers Sep 11 2019 10:00 am UTC 45 mins
    Richard and Peter discuss the outlook for UK property, the potential of the asset class as a source of sustainable income for client portfolios, plus the current positioning of the BMO Commercial Property Trust and BMO UK Real Estate Investments.
  • What’s in a weighting scheme?
    What’s in a weighting scheme?
    TBC Sep 11 2019 1:00 pm UTC 60 mins
    Examining the fundamental relationship of weighing schemes and factor exposure.
    Jon FTSE Russell, for an exploratory webinar where we will present the link between Size exposure, investment capacity and levels of diversification of seemingly distinct portfolio weighting schemes of equal weighting, market capitalization and inverse market capitalization.
  • RLAM & Defaqto multi asset series - webinar 2
    RLAM & Defaqto multi asset series - webinar 2
    Paul Tinkler of Defaqto, Paola Binns, Senior Fund Manager and Ewan McAlpine, Senior Client Portfolio Manager Sep 11 2019 1:00 pm UTC 45 mins
    Paul Tinkler of Defaqto, Paola Binns, Senior Fund Manager and Ewan McAlpine, Senior Client Portfolio Manager continue the webinar series with a discussion on which fixed income strategies tend to perform best at each stage of the economic cycle.
  • Why invest in Europe?
    Why invest in Europe?
    Phil Webster, Portfolio Manager, European Equities Sep 13 2019 1:00 pm UTC 45 mins
    Phil Webster discusses why taking a step back from the macroeconomic malaise of Europe is beneficial to investors, resulting in them being able to seek out a fund positioned to take advantage of structural rather than cyclical growth.
  • The modern portfolio management system for wealth managers
    The modern portfolio management system for wealth managers
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Sep 17 2019 1:00 pm UTC 60 mins
    The portfolio management system (PMS) is core to the technology infrastructure of many wealth management organisations. However, the needs and possibilities around this piece of kit are changing and, indeed, must change to support both the evolving challenges and needs of wealth managers as well as bringing the new capabilities and developments that technology can offer to the market.

    Looking back, the PMS tended to be quite homogeneous, a standalone system, often separate from other systems. It was an investor accounting toolkit, functioning as a book of records for investors and, due to the high cost of financial services technology, often limited to being deployed within larger organisations.

    Today, however, the PMS has become more specialist, perhaps with a focus on institutional money managers, hedge funds or family offices. The buyer market has been able to access a wider variety of tools. As part of that evolution, the market also saw the PMS incorporate a broader set of functions beyond its accounting core, including elements such as investment decision support and analytics, business intelligence, client relationship management, compliance and more.

    The PMS has become a broader, more sophisticated and skilful wealth management platform and its capabilities and toolset continues to evolve.

    In this webinar, you will hear from expert PMS vendors in the wealth management space who will provide their view on:

    •The main trends in the development and capabilities of the modern PMS and how these are impacting the wealth management buyer and user
    •The main development areas where wealth managers can benefit from the modern PMS now and in which areas further developments of the modern PMS are or will take place to further benefit wealth managers
    •What wealth managers are telling these vendors about their needs and expectations from the modern PMS
    •Where the PMS sits in the technology infrastructure of the modern wealth manager
  • Embracing sustainability
    Embracing sustainability
    Nick Henderson, Portfolio Manager Sep 18 2019 2:00 pm UTC 45 mins
    The world faces a multitude of challenges; ranging from environmental challenges such as climate change, to societal challenges such as rising healthcare costs and obesity. These are not new, but during this webinar Nick Henderson will highlight how through careful stock selection and engagement, these risks and opportunities can be embraced and a diversified equity portfolio can be built to harness structural growth tailwinds.
  • RLAM & Defaqto multi asset series - webinar 3
    RLAM & Defaqto multi asset series - webinar 3
    Paul Tinkler of Defaqto, Nersen Pillay, Investment Director and Ewan McAlpine, Senior Client Portfolio Manager Sep 19 2019 1:00 pm UTC 45 mins
    Paul Tinkler of Defaqto, Nersen Pillay, Investment Director and Ewan McAlpine, Senior Client Portfolio Manager wrap up the series by discussing tactical asset allocation and risk frameworks within multi asset funds.
  • ESG Integration in Sovereign Debt: Emerging and Developed Markets #1
    ESG Integration in Sovereign Debt: Emerging and Developed Markets #1
    Anna Georgieva, PRI Sep 19 2019 2:00 pm UTC 60 mins
    Join the PRI for a webinar on 19 September and on 26 September to hear about the findings of our new report, A Practical Guide to ESG Integration in Sovereign Debt. Investors are formalising approaches to systematic ESG integration across all asset classes – and sovereign debt is no exception. This new guide (to be released in September 2019) captures recent progress, provides guidance on assessing and integrating ESG factors at the research, security, and portfolio levels, and outlines areas where further progress is required.

    Speakers (to be announced) include investors who are actively considering ESG factors in sovereign debt analysis, as well as important stakeholders providing valuable data and additional insight to the ESG integration process.
  • ESG Integration in Sovereign Debt: Emerging and Developed Markets #2
    ESG Integration in Sovereign Debt: Emerging and Developed Markets #2
    Anna Georgieva, PRI Sep 26 2019 4:00 pm UTC 60 mins
    Join the PRI for a webinar on 19 September and on 26 September to hear about the findings of our new report, A Practical Guide to ESG Integration in Sovereign Debt. Investors are formalising approaches to systematic ESG integration across all asset classes – and sovereign debt is no exception. This new guide (to be released in September 2019) captures recent progress, provides guidance on assessing and integrating ESG factors at the research, security, and portfolio levels, and outlines areas where further progress is required.

    Speakers (to be announced) include investors who are actively considering ESG factors in sovereign debt analysis, as well as important stakeholders providing valuable data and additional insight to the ESG integration process.
  • Client lifecycle management for wealth management - What is it?
    Client lifecycle management for wealth management - What is it?
    Ian Woodhouse, Head of Strategy & Change, Orbium Oct 16 2019 1:00 pm UTC 60 mins
    Wealth management is a business that has been built on a history of personal relationships, a deep understanding of the client and the allure of a highly personalised service. Historically, however, that model has been highly dependent on individuals and particularly relationship managers and featured little in terms of real process, workflow and focused technological support.

    In a more complex environment, think regulation, client expectations, competition, products and more, there is a striking need for process, workflow and technology to support, enhance and enable a better wealth management model. For every participant, client, adviser and wealth management business, there is a clear need and a clear benefit. Enter the role of client lifecycle management (CLM).

    CLM offers wealth managers a means to manage and coordinates the full process of the client relationship from prospecting and due diligence, to onboarding, maintaining the relationship throughout its duration, through to ‘offboarding’. For the modern wealth manager, this is a potentially fundamental toolkit to develop and benefit from a full view of the client and the client journey.

    In this webinar, you will hear from expert CLM vendors in the wealth management space who will provide their view on:

    •What CLM is, what it does and how wealth management firms can benefit
    •What needs, challenges and opportunities a wealth manager might exhibit to benefit from CLM
    •What trends are at play and what developments and capabilities are coming to further develop and improve the existing CLM offering
    •What is it wealth managers want to see from CLM now and looking forward
    •Where the CLM sits in the technology infrastructure of the modern wealth manager and how it interacts with other parts of that environment
  • The financial materiality of ESG factors for fixed income investors
    The financial materiality of ESG factors for fixed income investors
    To be announced Oct 16 2019 3:00 pm UTC 60 mins
    The PRI will host this webinar jointly with the Sustainable Accounting Standards Board (SASB) to help fixed income investors appreciate the financial materiality of ESG factors in bond valuations and credit risk.
  • Global Asset Allocation Viewpoint: Q4 2019
    Global Asset Allocation Viewpoint: Q4 2019
    Yoram Lustig Oct 22 2019 9:00 am UTC 60 mins
    Join us on 22 October at 10:00am BST / 11:00am CET for quarterly asset allocation webinar, as Yoram Lustig shares his views on which asset classes and regions are presenting the greatest opportunities and risks. He will also discuss key themes and ideas that may play out over the coming months, to help you with positioning portfolios and have more actionable conversations with clients. You will be able to put your questions directly to Yoram during the webinar.
  • Moving the dial on ESG in Real Estate
    Moving the dial on ESG in Real Estate
    Amanda Young Oct 30 2019 3:00 pm UTC 90 mins
    Amanda Young, Head of Global ESG Investment Research, and Dan Grandage, Head of ESG in Real Estate, discuss how and why it is important to include ESG into your portfolio construction and how it has been incorporated with Real Estate investing at Aberdeen Standard Investments.
  • True Active: a relevant future for active management
    True Active: a relevant future for active management
    Habib Subjally & Jeremy Richardson Nov 21 2019 3:00 pm UTC 30 mins
    Active management as it was
    Active management as it is
    Active management as it should be