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.
Rina Jha, Brijesh Ved & Miten VoraRecorded: May 22 201935 mins
As global governments work to address mounting concerns around climate change, electric vehicles (EV) can contribute to the long-term solution given the transportation sector’s heavy carbon emissions. As global emerging markets develop, their carbon emissions are poised to rise even more precipitously. EVs can help address this daunting challenge.
China has taken a lead role in EV development within emerging markets and globally. How do we expect key markets like India to develop? How can EV evolve in other emerging market countries?
During this webcast presentation, analysts from both our global emerging market and Indian equities teams will discuss a brief history of EV as well as future opportunities they see and the following topics:
• Why is EV so relevant for emerging markets?
• How has China emerged as a key player?
• What are the opportunities and challenges for EV development in India?
• How can EV develop in the rest of EM and in which countries specifically are we seeing opportunities and advancements?
• What are the biggest challenges to the development and adoption of EV in EM?
Marcus Phayre-Mudge, Fund ManagerRecorded: May 22 201939 mins
With the property sector continuing to grab headlines Marcus Phayre-Mudge will discuss why he remains positive on the majority of the sector, its continued importance within a client portfolio and where he sees the greatest opportunities for returns going forward.
Luciano Diana and Marc-Olivier Buffle, Pictet Asset Management; Brendan Maton, IPERecorded: May 22 201966 mins
Protecting the environment is now a priority for consumers, companies and governments. Their converging interests, driven by increased global awareness, technological advances and health concerns, are underpinning a global drive to safeguard the world’s natural resources.
The private sector is rising to the challenge with the most proactive companies integrating environmental policies into their sales strategies and business models to generate new opportunities. We believe companies with products and services that maximise resource efficiency and help diminish pollution will offer long-term sustainable returns.
In this webinar, Pictet Asset Management’s thematic investment managers explain the process they adopt to unlock the potential of environmental investments. They delve into why employing an investment screen that uses a rigorous planetary-boundaries framework and lifecycle analysis can not only safeguard the natural world but enhance investment return.
In this webinar, Pictet Asset Management’s thematic investment managers explain:
• The lessons Pictet learned over two decades on how to make a difference
• An environmental equity approach that is not about compromising on return
• Explain how we use our “ Planetary Boundaries” framework to define our investment universe
Mark Richards and Matthew MorganRecorded: May 22 201926 mins
Please join Matthew Morgan and Mark Richards from Jupiter's Multi-Asset team for an update on the team’s macro views. This webcast will cover what’s been driving markets recently and where the teams sees things going from here. Topics include global trade, US monetary policy, the outlook for growth, and European politics.
Mark Richards is Investment Strategist and Portfolio Manager in the Multi-Asset team, and is responsible for developing and implementing the team’s macro-economic view across portfolios. Mark has sixteen years of experience covering economics and financial markets, most of which he has spent as an equity strategist. Mark joined Jupiter from JPMorgan where he spent three years as a Multi-Asset Strategist, having previously held similar positions at PIMCO and Credit Suisse. Mark has a BSc in Business Economics from the University of Surrey.
Matthew Morgan, CFA, is Product Specialist for the Multi-Asset team. Matt is responsible for the commercial strategy of Jupiter’s Multi-Asset business, including business development, product development and positioning strategies within the market. He previously spent 11 years at BlackRock, most recently 6 years as a director in the UK Institutional team responsible for BlackRock’s relationships with large UK pension funds. Prior to that Matt worked in fixed income at BNP Paribas for 2 years. He has an MA in Modern History and Modern Languages from the University of Oxford.
Abdur Nimeri, Ph.D., Head of Institutional Multi-Asset ProgramsRecorded: May 21 20192 mins
The historical outperformance of select factors has piqued the interest of advisors. But as with anything new, sometimes it’s hard to separate fact from fiction. We set the record straight, in 60 seconds.
Melinda Mecca, Director of Investment SolutionsRecorded: May 21 20192 mins
Over the long-term, select factors have demonstrated outperformance versus the broad equity market. But, as with any investing, factors go through cycles. Based on our research, we quantify the cycles and offer tips on dealing with them, in 60 seconds.
Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth MosaicRecorded: May 21 20194 mins
We interviewed Thomas Schornstein, Member of the Executive Board and Global Head of Sales & Marketing at Zurich, Switzerland-headquartered digital platform provider additiv. In this second of a two-part video interview, Thomas talked to us about the topic of financial and wealth inclusion, including:
- How the firm sees the topic of financial and wealth inclusion by different markets
- Where the market for financial and wealth inclusion is heading
- What the view on financial and wealth inclusion is among the private banking and wealth management sector
Thank you again to Thomas for his time and insights.
Steven Bell, Chief EconomistRecorded: May 21 201915 mins
There's a bit of a fog around the global outlook. After expecting a slowdown, data for China, Europe and the US has shown stronger growth. So what is causing this and what is the best way to use the opportunities and the risks?
Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth MosaicRecorded: May 17 20196 mins
Welcome to the third part of our video interview with Dublin, Ireland-based client lifecycle management technology firm Fenergo. In this video segment, Global Divisional Head - Private Banking & Wealth Management Steve D'Souza provides us with:
- What the main challenges facing private banks and wealth managers are in relation to client onboarding today
- Where the wealth management industry is today in its understanding of client lifecycle management
- How digitalization can improve the client onboarding experience and streamline operational efficiency across the organization?
- What the benefits are in terms of regulatory compliance and brand reputation for firms
Thank you again to Steve and his colleague Una Lawlor for their time and for providing this overview.
Grant Bowers, manager Franklin US Opportunities Fund, discusses why he is optimistic on growth stocks in the US Equity market despite earnings slowing, and he looks at sectors he is focused on for opportunities.
Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth MosaicRecorded: May 16 201959 mins
The wealth management industry has witnessed significant change over the past few years. In order to stay competitive and deliver modern client expectations, successful wealth managers must develop strategies for delivering a streamlined client onboarding journey to a digitally savvy client base.
In this webinar, you will learn:
- Why client experience is the new battleground for global wealth managers
- How data, innovation and technology are transforming client onboarding
- The latest market trends and insights
- What a best-in-class client experience looks like
The Wealth Mosaic's Co-Founder and Head of Marketplace & Content, Stephen Wall, will speak with Steve D'Souza, Global Divisional Head - Private Banking & Wealth Management at Fenergo, and Abhishek Singh, Asset & Wealth Management Lead at Capital Markets, on this topic.
Climate change poses clear and material risks to real estate assets with the potential to impact return profiles. This video focuses on listed real estate, which historically has lacked appropriate tools to allow investors to assess their exposure to climate risk and to integrate it effectively in their investment strategies.
Helping to address this gap, the FTSE EPRA Nareit Green Indexes have been developed with data input from GeoPhy, a specialist data provider, and the European and North American real estate associations, EPRA and Nareit. These indexes provide a sustainability-focused extension to the FTSE EPRA Nareit Global Real Estate Index Series, a leading global series of listed real estate benchmarks which are tracked by over US$340 billion in assets.
Morgane Delledonne, ETF Investment Strategist, BMO GAM and Fotios Kassianidis, Wealth Investment Consultant, MSCIRecorded: May 16 201937 mins
The US economy is maturing and uncertainty about monetary policy is causing rapid swings in market sentiment, but year-to-date investor demand for US equities has been strong, boosted by the stock market’s rally. Morgane and Fotios will discuss the merits of choosing tailored investment approaches for US equities.
Nitesh Shah, Director, Research at WisdomTree in EuropeRecorded: May 16 201945 mins
Gold prices have shaken off the weakness from 2018, with sentiment towards the metal recovering strongly at the beginning of this year. Can gold hold onto the gains or will risk-on sentiment take the shine off the metal?
Nitesh Shah, Director of Research at WisdomTree, will discuss the key drivers for the price of gold according to his model approach and present his outlook for the coming year.
• What is the likely gold price in a base case scenario for Q1 2020?
• Upside risks are elevated if futures market positioning returns to back to where we were a year ago
• Can the end of the Federal Reserve’s rate tightening cycle bode well for gold?
Dan Batterton and Eleanor Jukes, LGIM Real Assets; Brendan Maton IPERecorded: May 15 201961 mins
Tune in to this webcast to hear LGIM's market experts talk about the growing £50bn Build to Rent (BTR) sector and why it’s part of the solution to the UK’s housing issues and investor requirements.
IPE’s Brendan Maton, will be quizzing Dan Batterton, Senior Fund Manager, L&G UK Build-to-Rent Fund and Eleanor Jukes, Senior Strategist on:
• What is UK Build to Rent?
• What does BTR deliver to an investment portfolio for both UK and non-UK investors?
• The positive social impact of BTR
• How the risks and regulations are managed
• How will the BTR sector evolve?
• Dan Batterton, Senior Fund Manager, L&G UK Build-to-Rent Fund, LGIM Real Assets
• Eleanor Jukes, Senior Strategist, LGIM Real Assets
Keith Balmer and Steven BellRecorded: May 15 201939 mins
In this webinar on the BMO Universal MAP Range, Product Specialist Keith Balmer will cover how the team has successfully navigated uncertainty, while our Chief Economist Steven Bell will give listeners an idea of the likely macro developments that lie ahead.
James Clunie, Head of Strategy, Absolute Return will explain how the portfolios are currently positioned and how he plans to evolve with the market conditions rather than acting pre-emptively.
James joined Jupiter in 2013. He is currently Head of Strategy, Absolute Return.
Before joining Jupiter, James worked at Scottish Widows Investment Partnership as an Investment Director of equities, and managed a long/short equity fund and UK long-only funds.
James was a senior lecturer in finance at the University of Edinburgh between 2003 and 2007, prior to which he worked as Head of Global Equities at Aberdeen Asset Management and Director and Head of Asset Allocation at Murray Johnstone International.
James gained a degree and PhD from Edinburgh University and is a CFA® charterholder.
Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth MosaicRecorded: May 14 201935 mins
An interview with Christine Ciriani around the topic of technology trends & developments in the wealth management sector.
Christine is an Industry Partner with Motive Partners, an investment firm dedicated to financial technology. She has more than two decades of experience in advising global and local wealth managers in adding client and market needs through a combination of technology solutions and operational / process efficiency having worked in the US, Europe and Asia. Most recently she was Managing Partner at Capco where she established and led the global wealth practice and was CEO of Switzerland. She is a mentor to F10 and FinTech Fusion incubators in Switzerland.
In this webinar, our Co-Founder & Head of Marketplace & Content, Stephen Wall, will seek Christine's views in this area including elements like what have been the main focus areas for banks and wealth managers with regard to technology in the last five years, what has the industry achieved thus far, how far into the journey is it, what has it learnt, what is the status today, what more needs to happen, and more.
China’s influence on the global economy is beginning to be represented in global capital markets with the recent increased weighting of China ‘A’ shares in equity benchmarks and the opening up of onshore bond markets to foreign investors. Charlie Awdry, China equities portfolio manager, discusses China’s dynamic investment market and how the Janus Henderson Horizon China Fund is positioned to benefit from its long-term growth opportunities.
Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth MosaicRecorded: May 14 20193 mins
Welcome to the second part of our video interview with Amsterdam, Netherlands-based digital software and services firm Virtual Affairs. In this second video, Jan Verkleij, Business Development Director Banking, discusses:
- What types of wealth management firms the firm works with
- In which geographies the firm works with its clients and how that has evolved
- Why existing clients choose to work with the firm and what is it that makes the business and offering relevant to them
Thank you again to Jan and his colleagues for their time and for providing this overview.
Charles Cresteil, Quantitative Investment SpecialistRecorded: May 14 201924 mins
Factors and Fixed Income kicks off our new multi-factor investing webcast series. Our investment specialists will answer key questions on the topic from market trends to benefits for investors. This webcast
For decades the UK Equity Income sector has been the foundation of many UK investor portfolios and has hosted a number of our most celebrated fund managers.
However, the traditional approach to generating income from a UK equity portfolio has increasingly come under threat with a number of the large income-generating sectors becoming ex-growth.
Too often UK income investors find themselves reliant on a small number of high yielding businesses whose best days are behind them and where dividend payments look fragile.
All of this has come at a time when investors have prized growth over value and are shunning UK equities in the light of the chaos that is Brexit.
When we launched the TB Saracen UK Income fund in April 2015 we were determined to take a different approach in the light of such challenges.
We believe that valuation still matters and that equity income funds should provide investors with a high and growing income.
In this webcast we shall introduce the TB Saracen UK Income fund to a wider audience and outline why we feel the Fund is well positioned to meet the needs of income investors.
Some of the key themes we will address include:
- The outlook for UK dividend growth
- Why value strategies are still relevant in a changing world
- The importance of a focussed, ‘multicap’ approach
Presented by :
Scott McKenzie, Fund Manager , TB Saracen UK Income Fund
Ellie Sluys , Communications Manager, Saracen Fund Managers
Henry Odogwu, FTSE Russell; Armit Bhambra, iShares; Karim Chedid, iShares; Brendan Maton, IPEMay 30 20192:00 pmUTC75 mins
Allocations to exchange-traded funds by institutions currently investing in ETFs increased by 50% in 2018, totalling 15% of total assets among the 127 institutional investors participating in Greenwich Associates most recent European Exchange-Traded Funds’ European Study. That growth was driven in large part by three key trends:
• ETFs thrive in volatility: European institutions in 2018 were repositioning their portfolios for a turbulent investment environment featuring the prospect of European Central Bank (ECB) rate hikes and a host of geopolitical risks.
• Index revolution: European institutions in search of low-cost beta continued shifting assets from active management to index strategies last year.
• ESG is key: European institutions are integrating Environmental, Social and Governance (ESG) standards into their investment process, and many of these investors are using ETFs as their vehicle of choice for ESG exposures.
These trends helped fuel robust growth in ETF allocations among the institutional funds, asset managers, insurance companies, and discretionary wealth managers participating in the 2018 study.
Join subject matter experts from index provider FTSE Russell and ETF issuer iShares for this webcast analysing the results from this latest Greenwich report and discuss ETFs’ benefits and future growth potential with European institutions.
• Henry Odogwu, Managing Director, Head of Asset Owners Group (EMEA), FTSE Russell
• Armit Bhambra, Director, Head of iShares UK Retirement, BlackRock
• Karim Chedid, Director, iShares EMEA Investment Strategy, BlackRock
Claudia Bate, FleishmanHillard Fishburn | Melinda Roylett, Square | Daniel Kornitzer, PaysafeJun 3 20198:00 amUTC75 mins
What does the future of connected commerce look like? The changing need of the customer has meant that the shopping experience is changing and merchants, retailers, and payments companies need to future-proof their offerings.
Join this panel to discover:
-Current landscape and trends in the commerce industry
-How can AI revolutionise the customer experience and help organisations evolve?
-From PoS to multi-channel platforms, how can you provide a frictionless customer experience?
-What are the risk and compliance challenges that need to be at top-of-mind?
-How can we proactively prevent fraud rather than react when the damage has been done?
Claudia Bate, Head of Technology, Director and Partner, FleishmanHillard Fishburn
Melinda Roylett, Head of Europe at Square
Daniel Kornitzer, Chief Business Development Officer, Paysafe
Melisande Mual | The Paypers, Berit Svendsen, Vipps | Husayn Kassai, OnfidoJun 3 201911:00 amUTC75 mins
Organisations are often challenged with finding the right balance between innovating and staying secure. How are cutting-edge advancements revolutionising the way we look at identity and authentication?
Join the panel to hear about:
-Understanding the digital identity landscape
-How to avoid drop-off during the verification process
-How developments like biometrics, AI, blockchain can impact identity and data management
-How to adapt and respond to new regulations like PSD2, Open Banking, and GDPR
Panel moderated by: Melisande Mual, Founder at The Paypers,
Berit Svendsen, EVP International Business at Vipps
Husayn Kassai, CEO & Founder, Onfido
Panelist to be announced
Andy Ramsden, G+D Mobile Security GmbHJun 4 20198:30 amUTC75 mins
The Financial Services industry has a big target on its back when it comes to attacks by cyber criminals. How can financial institutions keep precious customer data safe whilst utilising technology to equip themselves with the tools to prevent fraud and financial crime?
Join this panel to hear:
- Lessons learned from recent breaches and hacks
- AI-powered strategies to protect your financial institution
- The unique security challenges of incumbent organisations vs. FinTechs
- Best practices to fight fraud and financial crime
Andy Ramsden, Global Solution Sales Lead – Mobile Authentication, G+D Mobile Security GmbH
Lidia Treiber, Director of Research WisdomTree in Europe, Jason Guthrie, Head of Capital Markets WisdomTree in EuropeJun 4 20199:00 amUTC60 mins
Investors appear to be piling into the junk bond market as they continue to deal with very low yields in government bonds pushing the timeline to de-risk further out. High yield companies typically exhibit greater leverage than investment grade companies and have been recently offering higher levels of yield in comparison. Can investors get their solace elsewhere finding a balance between enhancing portfolio yield and issuer credit quality?
In this webinar, Lidia Treiber, Director of Research at WisdomTree provides an overview of key themes impacting fixed income markets today and the predicament investors are facing. She will also discuss potential methods investors can consider to enhance portfolio yield using unique passive exposures.
Jason Guthrie, Head of Capital Markets in Europe, will touch on fixed income Exchange traded fund (ETF) flows in Europe and provide insight into how investors should be analysing newly launched ETF solutions for this growing asset class.
+ Fixed Income Market Update
+ Fixed income ETF investment trends (flows)
+ Methods to enhance yield given current market conditions
+ AT1 CoCo Bonds - what are they and how they can help boost yields
John Pattullo & Jenna BarnardJun 4 20191:00 pmUTC60 mins
Co managers of the Strategic Bond Strategy, John Pattullo and Jenna Barnard, will expand on their thematic approach to bond investing and why this continues to deliver a differentiated and contrarian view of developed world bond opportunities. Having carved out the peak in US interest rates and bond yields in 2018, they will discuss portfolio positioning and the outlook for both credit and government bond markets.
The webcast session will also include a review of the performance of the Strategic Bond Strategy, highlights of current positioning and outlook for the medium term.
Jane Loginova, Global Commercial Officer, BPC | Megan Caywood, MD, Global Head of Digital Strategy, BarclaysJun 5 20198:30 amUTC75 mins
What does the bank of the future look like? What are the opportunities and challenges that technology brings to the payments ecosystem?
Join this panel where the speakers will discuss:
-How can data make banking more effective for the modern-day consumer?
-What are the latest trends in new payments platforms and models?
-How are different industries like eCommerce, retail, and insurance affected?
-What are the effects of GDPR and Open Banking?
-What does connected financial services look like?
-The security pitfalls that financial institutions need to look out for
Luca Romagnoli, Director of Regulated Industries at Salesforce, Susanne Chishti, Founder of FINTECH Circle + panel of expertsJun 5 201911:00 amUTC75 mins
Data is the new oil. How can financial services organisations use data to revolutionise their offerings and provide a better customer experience?
Join this panel to find out:
- How can banks help customers put their data to good use? What have we learned from Open Banking and PSD2?
- How can AI and predictive intelligence be used to avoid risks and provide a more seamless experience?
- Challenges with data management and aggregation and how to solve them
- How data analytics is impacting financial services
Michael Hunstad, PhD, Head of Quantitative Strategies, Northern Trust Asset Management; Brendan Maton, IPEJun 5 20192:30 pmUTC60 mins
Many of the world’s largest institutional investors have adopted factor-based portfolio construction, shifting the conversation from “why” invest in factors to “how”.
In this deep dive into portfolio construction, Michael Hunstad, PhD, head of quantitative strategies at Northern Trust Asset Management will uncover some of the key pitfalls to avoid and the most critical components to consider in any factor portfolio. Key topics include:
- When factors underperform
Discover how implementing a multi-factor approach may help mitigate periods of single factor underperformance.
- Targeting pure factors
Learn about our Factor Efficiency Ratio that helps provide desired factor exposures whilst minimising unintended risk.
- Factors and ESG
How can investors efficiently combine factors and ESG to achieve their objectives?
Against a backdrop of increased macro uncertainty Guy Barnard, Co-Head of Global Property Equities, explains why a local and active approach is increasingly important in the property market today and outlines where he sees the best opportunities for the years ahead.
Guy will explain that global property equities continue to offer diversification benefits and a reliable source of income, covering:
* Why invest in REITs now?
* What opportunities are being generated from evolution within the REITS sector?
* How are changes in technology impacting core real estate sectors?
* Which markets have the most potential for the years ahead?
Mikhail Bezroukov, Yield Book Product Specialist, FTSE RussellJun 19 20192:00 pmUTC60 mins
Transaction-level approaches to liquidity ratio analytics within fixed income market.
• The Yield Book is offering a new Liquidity Ratio metric which is able to incorporate both traded price and volume information and adjusts for yield curve and sector-wide movements
• Innovative approach to inferring a liquidity score for bonds that do not have observed trades
• The measure produces intuitive results allowing for comparison across bonds and markets
RBC Global Asset Management and BlueBay Asset ManagementJun 19 20193:00 pmUTC45 mins
Please join us for a live emerging markets webinar on June 19, 2019. Investment professionals from RBC Global Asset Management and BlueBay Asset Management will offer their insight into the distinct forces shaping the emerging markets landscape. Topics will include:
- EM Equity Style Outlook: Growth vs. Value
- EM Debt Outlook: Sovereign, Corporate, Hard and Local Currency
- EM Opportunities Beyond Hard Currency Sovereigns
- Macro Changes: Elections, Reforms, and Technology
- China: A Macro View
HANetf, Jay Pelosky, CIO, TPW Investment Management, Kyle Parker, Director of Research, EMQQJun 27 20192:30 pmUTC60 mins
The upcoming G20 Osaka meeting on June 28-29 will see Presidents Trump and Xi attempt to resolve the ongoing trade war between the world’s two largest economies.
We look at the interplay between tariff costs and stimulus benefits in regards to China’s growth profile, identify which sectors are most at risk from a prolonged trade dispute, examine the implications for the ROW and assess the cross asset impact on global portfolios.