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UK Wealth Managers

  • AB Emerging Markets Multi-Asset Portfolio: 2Q19 Portfolio Review and Update
    AB Emerging Markets Multi-Asset Portfolio: 2Q19 Portfolio Review and Update
    Morgan Harting Portfolio Manager–Multi-Asset Solutions Recorded: Jul 19 2019 49 mins
    Please join us for a call with Morgan Harting, Lead Portfolio Manager of the Emerging Markets Multi-Asset team. Morgan will provide us his insights on major macroeconomic themes and risks in emerging markets. In addition, he will discuss current positioning and performance of the portfolio. Finally, he looks forward to taking your questions in an interactive session on markets as well as the fund strategy.
  • Asia Pacific Equity Income Fund - Q2 review
    Asia Pacific Equity Income Fund - Q2 review
    Tony Jordan Recorded: Jul 19 2019 58 mins
    Fund Manager Tony Jordan will run through the performance of the Asia Pacific Equity Income fund for Q2.
  • Waverton European Dividend Growth Update Q2 2019
    Waverton European Dividend Growth Update Q2 2019
    Charles Glasse, Manager of the European Dividend Growth Fund Recorded: Jul 19 2019 19 mins
    Charles Glasse provides an update on the positioning of the Waverton European Dividend Growth Fund and an overview of the current outlook
  • Japanese Equities - Long-term investing in the Reiwa era
    Japanese Equities - Long-term investing in the Reiwa era
    Mitsuhiro Yuasa Recorded: Jul 19 2019 5 mins
    Insight to the current opportunities in the Japanese equities markets by PM Mitsuhiro Yuasa.
  • How Financial Services are using Big Data and Analytics to Change the Game
    How Financial Services are using Big Data and Analytics to Change the Game
    Ash Seddeek, YamaPay | Melanie Turek, Frost & Sullivan | Brad van Leeuwen, Railsbank Recorded: Jul 18 2019 49 mins
    Like many of today’s leading-edge businesses, financial services companies are using big data and analytics to improve their own outcomes, and those of their clients. By leveraging both proprietary and public information, banks and insurance companies are better able to create personalized offers and service for each client, based on that customer’s specific needs and value to the business. They are also leveraging advanced analytics to identify key trends in the industry, shape future products and services and manage increasingly complex compliance requirements and regulations across the world. Leading-edge organizations are even starting to use artificial intelligence and machine learning tools to automate routine processes, increase employee productivity and deliver fast, customized customer experiences on the fly.

    Join us for an in-depth look at what you need to do to get started, as well as how to prepare to compete in an increasingly data-driven marketplace today and well into the future.

    This panel discussion will address:

    - Why financial service companies are doing this now
    - Tools involved
    - Is this just about the customer experience? What other areas of the business can benefit?
    - Highlights for both banking and insurance
    - Top challenges to success
  • Data Analytics in FinServ: Good for Your Customers, Your People & Your Business
    Data Analytics in FinServ: Good for Your Customers, Your People & Your Business
    Eva Murray, Head of BI & Tableau Zen Master, Exasol Recorded: Jul 18 2019 56 mins
    Data Analytics plays a key role for Financial Services organizations to support decision-making processes, keep customers’ investments safe and to drive innovative solutions.

    In this session we’ll share our recommendations for analysis and visualization best practices and for building analytics communities. We’ll also focus on how a sound and holistic approach to analytics can help you improve your customer experience, reduce the risk of fraud and stay ahead of the competition.
  • Waverton European Capital Growth Fund Update Q2 2019
    Waverton European Capital Growth Fund Update Q2 2019
    Chris Garsten, Manager of the Waverton European Capital Growth Fund Recorded: Jul 18 2019 19 mins
    Chris Garsten provides an update on the positioning of the Waverton European Capital Growth Fund and an overview of the current outlook
  • Q2 Overview - LF Gresham House UK Micro Cap Fund
    Q2 Overview - LF Gresham House UK Micro Cap Fund
    Ken Wotton and Brendan Gulston Recorded: Jul 18 2019 22 mins
    Hear from our Fund Managers, Ken Wotton and Brendan Gulston, as they share views on the market and discuss performance over the second quarter of 2019.

    Please note Livingbridge Equity Funds has been renamed Gresham House Equity Funds following the sale in November 2018.
  • Kopernik Global All-Cap Equity Fund Q2 2019 Webcast
    Kopernik Global All-Cap Equity Fund Q2 2019 Webcast
    David Iben Recorded: Jul 18 2019 32 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager, David Iben, to learn about what drove second-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Technology in the face of uncertainty
    Technology in the face of uncertainty
    Alison Porter Recorded: Jul 18 2019 43 mins
    Macroeconomic, regulatory and geopolitical risk continue to generate volatility but technology stocks have continued to outperform wider equity markets. Can this continue? Are valuations across the sector still reasonable? In this webcast, Alison Porter, portfolio manager on the Janus Henderson Global Technology Team, will cover:

    •Development in long-term secular drivers continue to power technology share gains
    •Key themes and new drivers of tech outperformance
    •Being selective and navigating the hype cycle is becoming more important when it comes to growth assets
    •Portfolio positioning and movement, performance update and outlook
  • How to Leverage Big Data for Customers: Lessons from a Purpose-Driven Bank
    How to Leverage Big Data for Customers: Lessons from a Purpose-Driven Bank
    Paul Clark, CTO, Tandem Recorded: Jul 18 2019 41 mins
    For years, banks have been sitting on a goldmine of customer data. Only recently have they started exploiting that, although not surprisingly for their own benefit.

    Personal data can give great insights to drive bank outcomes by decreasing credit losses and reducing fraud losses. In this webinar Paul Clark, CTO, will look at how we can use customer data to;

    * Drive customer’s own advantage,
    * Avoid slip ups,
    * Dodge nasty charges,
    * Optimise the customer’s finances end to end.
  • Dynamic UK Equity - Q2 review
    Dynamic UK Equity - Q2 review
    Jonathan Rawicz Recorded: Jul 18 2019 25 mins
    Fund Manager Jonathan Rawicz will run through the performance of the Dynamic UK Equity fund for Q2.
  • Multi-asset: U.S. recession risks and trade wars
    Multi-asset: U.S. recession risks and trade wars
    David Vickers Recorded: Jul 18 2019 31 mins
    David Vickers, Senior Portfolio Manager at Russell Investments, discusses how the team are positioning the portfolios against the backdrop of global market uncertainty.

    Key highlights:
    • U.S. recession risks: What are the signs indicating this is on the horizon?
    • Trade wars: Is the current situation the same/better/worse than foreseen earlier this year?
    • Portfolios: A brief update on current positioning and outlook
  • UK Mid-Caps: Time for returns?
    UK Mid-Caps: Time for returns?
    Paul Spencer, manager, Franklin UK Mid Cap Fund Recorded: Jul 18 2019 34 mins
    July marks the 20th anniversary of the Franklin UK Mid Cap Fund and serves as a timely reminder of the changing opportunities that have characterised the UK mid-cap market over the past 20-years. Paul Spencer describes the current themes and stock ideas that underpin his portfolio:
    • Ideas driving performance
    • Recent portfolio changes
    • Outlook and positioning
  • Authentication and Banking Security Using Plug and Play AI
    Authentication and Banking Security Using Plug and Play AI
    Joshua Bower-Saul, CEO and Founder, Cybertonica Recorded: Jul 17 2019 41 mins
    We will look at the background of existing incumbent systems and rule-based infrastructure now operating in Banks, and establish why the use of Machine Learning and AI helps alleviate 20% of cost and increase customer satisfaction while protecting the transaction and networks of the bank from intrusion. Also, the new device and contextual Big Data services of Cybertonica will be described. In the end, we need to see how security and customer convenience can be optimised while reducing cost and friction in the banks systems.

    Joshua Bower-Saul has 20 years experience in managing tech companies and startups. He is the founder of 4 businesses in online funding, media and FinTech. Joshua is a graduate of Harvard (MA) and INSEAD (MBA). He speaks fluent Russian, French and German.
  • [Panel] Big Data and AI in Banking
    [Panel] Big Data and AI in Banking
    Bharat Bhushan | Valentina Kristensen | Richard Price | Marie Measures | Mitesh Soni Recorded: Jul 17 2019 60 mins
    Any process and interaction that can be digitised is being digitised - either for customer convenience or, for operational efficiency and costs. But, what happens when every bank and every possible process is digitised. What next? How can banks differentiate themselves? What role can data and AI play in creating value?

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

    Moderated by:
    Bharat Bhushan, CTO Banking & Financial Markets, IBM
    Panelists:
    Marie Measures, CIO, Coventry Building Society
    Richard Price, Sales Director, TIBCO
    Valentina Kristensen, Director, Growth & Communications, OakNorth
    Mitesh Soni, Senior Director - Innovation and Fintech, Finastra
  • Q&A Session: Janus Henderson UK Absolute Return Update
    Q&A Session: Janus Henderson UK Absolute Return Update
    Luke Newman Recorded: Jul 17 2019 48 mins
    Fund Manager Luke Newman will host a Q&A webcast for the Janus Henderson UK Absolute Return strategy. The ‘Question Time’ format allows investors to raise topics in advance of the call. It will also be possible to submit questions during the webcast.
  • China Macro and Trade Update: What's Different in 2019?
    China Macro and Trade Update: What's Different in 2019?
    Kevin Liu, Executive Director of CICC Research and Brendan Ahern, Chief Investment Officer of KraneShares Recorded: Jul 17 2019 56 mins
    In this webinar Executive Director of CICC Research in Beijing, Kevin Liu, will give an economic update on China. Topics will include:

    • Trade: US-China trade update and 2019 China economic outlook.

    • Secular Trends in China's Economy:

    • The upgrade of "Made in China" manufacturing.
    • How domestic Chinese brands have benefitted from urbanization.
    • Long-term growth trends in China .

    • Looking Ahead: The opening-up of China’s financial markets is accelerating. What are the implications for the future of China’s economy.
  • Identity and Access Management: A License to Operate
    Identity and Access Management: A License to Operate
    Philip Dutton, Co-Founder, Solidatus Recorded: Jul 17 2019 47 mins
    There are three pillars to control in a data rich, regulated company – these are what data you have, what it is being used for and who is using it. These pillars have nuances as well, for example where is the person, the data or the process and how old is the data. In the current data climate, it is normal for a company to have a policy to tell people (customers as well as staff) the rules of the road for accessing information. Enshrining this policy into the fabric of the organisation so that people do not have to think about it as well as satisfying the current trend of DevOps is the key to allowing a fast iteration culture, delivering value without creating more overheads.

    About the speaker:

    Co-founder, Philip Dutton, has led Solidatus from concept through to launch and now accelerated growth. Working to help organisations utilise visual lineage to enable understanding and simplification of complex systems landscapes, demonstrate regulatory lineage, improve governance and assist with transformational change. With 20 years of experience as a Senior System Architect, Engineer and Project Manager within the Financial Services industry, Philip’s expertise focuses on global transformational change projects within global organisations. Passionate about revolutionising the data economy and helping companies become proactive instead of reactive.
  • Overcoming the risks at-retirement live webinar
    Overcoming the risks at-retirement live webinar
    Jonathan Watts-Lay, WEALTH at work, Michael Clark, CBC Pension Services, David Davison, Dalriada, Tim Middleton, PMI Recorded: Jul 17 2019 46 mins
    The webinar will consider how employers and Trustees can help employees and pension scheme members overcome the risks they face at-retirement such as falling for a scam, buying inappropriate retirement products, paying more tax than necessary or ultimately running out of money.
  • ADVISER HOME: How asset managers can influence companies they invest in
    ADVISER HOME: How asset managers can influence companies they invest in
    Kenneth Robertson, Tim Gordon and Andy Kirby Recorded: Jul 17 2019 51 mins
    Media and action groups are demanding that large asset managers use their voting powers responsibly and support actions on climate change. But what can asset managers really do about things like CO2 emissions, deforestation, cyber crime or biodiversity?

    By engaging on behalf of investors, Asset Managers can help make changes to businesses to promote a positive, long-term approach, one that is better for financial performance, for your clients and better for society as a whole. Join Robeco's experts as they look at recent engagement examples with companies like Royal Dutch Shell or in industries like palm oil production.
  • Investing in Logistics in Europe: create value through a targeted approach
    Investing in Logistics in Europe: create value through a targeted approach
    Thomas Karmann, Head of Logistics and Arnaud de Jong, Senior Fund Manager, AXA IM - Real Assets; Brendan Maton, IPE Recorded: Jul 16 2019 43 mins
    · Fast-changing consumption trends continue to drive a strong demand for flexible, high-quality logistics space in well-located locations in key infrastructure corridors

    · In this forthcoming podcast, Arnaud De Jong, Fund Manager, and Thomas Karmann, Logistics Sector Specialist, will discuss the impact on the logistics sector, including the underlying trends and current dynamics in Europe and critical success factors for investing in this sector

    · Supply chain reconfiguration together with the rise of e-commerce remain significant game changers for the European logistics market

    · The lack of immediate supply coupled with the scarcity of land for logistics development in key locations, we believe has resulted in pent-up demand for modern logistics space and tension on rental values in several undersupplied markets. For long-term investors, this situation can translate into attractive income returns and capital value appreciation perspectives through potential rent growth in supply-constrained locations

    · Innovation continues to shape warehouse design, developers are creating higher-tech properties to drive efficiency and the surge in multi-level warehousing seen across the pond is gaining more traction in Europe

    · During the podcast, the team will also illustrate the Logistics capabilities of AXA IM Real Assets and its investment strategies, aiming to offer pan-European exposure to a well-diversified and expanding portfolio of quality logistics assets through active portfolio management and sector experts that can add value.

    Presented by:
    · Thomas Karmann, Head of Logistics, AXA IM - Real Assets
    · Arnaud de Jong, Senior Fund Manager, AXA IM - Real Assets

    Moderated by Brendan Maton, IPE
  • Data Migration: Avoid the Thunderstorm, Move to Cloud 9
    Data Migration: Avoid the Thunderstorm, Move to Cloud 9
    Philip Miller, Co-Founder, Solidatus Recorded: Jul 16 2019 44 mins
    Many cloud migrations end up as a thunderstorm, financial services organisations must embrace the cloud, but it is not as simple as just running up an application off-prem. Problems are common, identifiable and avoidable. There are now many factors to consider, such as the location of the cloud data centre, the type of data being processed and who is accessing it (and from where). In addition to this, there are considerations such as data transfer and cloud suitability which need to be fully worked through before placing functionality outside of the corporate network. Solidatus helps to plan the strategy and migration path to cloud by plotting data/processing boundaries, providing control and transparency for stakeholders and smoothing the transition to the future state.

    About the speaker:

    Co-Founder, Philip Miller, Senior Architect, Analyst and Engineer with over 20 years’ experience within Financial Services specialising in high performance computing, complex event processing and system integration. He is an acknowledged expert is real-time regulatory reporting.
  • Communications & Information Infrastructure: Current Market Opportunities
    Communications & Information Infrastructure: Current Market Opportunities
    Adam Ringer, Principal, Infrastructure Equity, AMP Capital Recorded: Jul 16 2019 34 mins
    In this webinar we will discuss the fundamentals of communications infrastructure. What is the infrastructure that underpins the digital world, how does an equity manager deal with the practical challenges in the context of today’s market, and potential solutions to these challenges.

    Following the webinar you can expect to takeaway an understanding of the types of communications infrastructure, how the communications landscape is evolving now and in the future, and what investors need consider to find value in this market.
  • Part 6 - Thematic Investing - IPOs and Spin Offs
    Part 6 - Thematic Investing - IPOs and Spin Offs
    Gregg Guerin, Senior Product Specialist Recorded: Jul 16 2019 5 mins
    IPOs and Spin-Offs are seen as dynamic moments in the history of a company. In many ways it represents both the ending and the beginning of a company’s history. The exciting part is that the “beginning” of the post-IPO or Spin-off period, usually starts with quite a lot of capital. In fact, according to Bloomberg, from 2002 through to June 2019, U.S. IPOs have raised over $570.87 billion USD in market cap.

    In this video, Gregg will provide an overview of what we feel makes New Listings so special, how Thematic Investing can aid an investor to access securities they otherwise would have little-to-no exposure to, and why First Trust feels they may present a great opportunity for the thematic focused investor.
  • Engagement Update Webinar
    Engagement Update Webinar
    Daniel Jarman, David Sneyd and Kalina Lazarova Jul 22 2019 1:00 pm UTC 30 mins
    Join us for our Client Engagement webinar update on Monday, 22nd July.
    Daniel Jarman, David Sneyd and Kalina Lazarova of the Responsible Investment team will provide an overview and analysis of the highlights from this year’s proxy voting season. 
  • 20UGS Fiera Global Equity - Q2 2019 Update
    20UGS Fiera Global Equity - Q2 2019 Update
    Laura Cohen, Fiera Global Equity Specialist Jul 22 2019 2:00 pm UTC 45 mins
    Please join us for our quarter-end strategy update webcast. Engage with Fiera to learn about the drivers of Q2 2019 performance, the portfolio manager's outlook, and current portfolio positioning.
  • Driehaus Emerging Markets Equity Fund Q2 2019 Webcast
    Driehaus Emerging Markets Equity Fund Q2 2019 Webcast
    Driehaus Investment Team Jul 22 2019 2:00 pm UTC 60 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.
  • Accelerating the Productivity of Financial Advisors with Digital Assistants
    Accelerating the Productivity of Financial Advisors with Digital Assistants
    Sindhu Joseph, Founder and Rajesh Sharma, Head of Customer Experience, CogniCor Jul 22 2019 9:00 pm UTC 45 mins
    According to McKinsey, AI will trigger an estimated $13 trillion of GDP growth between now and 2030. How can the wealth management industry capitalize on the latest artificial intelligence advancements to stay ahead of the technological curve, thereby both driving down long term costs and increasing overall productivity?

    Through the use of CogniCor’s CIRA platform, wealth management firms can create and maintain their own virtual assistants (VAs) which through the use of workflows can automate complex tasks for both financial advisors and their customers. Through the rapid ingestion of vast amounts of data, the virtual assistant allows financial advisors to interact more on a personal level with their clients, thereby helping them to reach their wealth management goals more effectively.

    The time that an advisor spends should be focused on working with their clients. By automating standard operations, advisors can focus on improving their clients’ portfolios, understanding their goals, and ultimately maximizing their short, medium and long term potential for growth.

    Many financial advisors and wealth management firms are still unaware of how technology enhances financial advisors’ performance. CogniCor is poised to be a leader in the industry, and look forward to bringing our experience with enterprise leaders to the rest of the industry players, be they small, medium or enterprise firms.
  • Why financial and professional services firms must get flexible working right
    Why financial and professional services firms must get flexible working right
    Kirsty Leighton Jul 23 2019 10:00 am UTC 60 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
  • BMO UK Property Fund half year update: Maintaining a cautious outlook
    BMO UK Property Fund half year update: Maintaining a cautious outlook
    Guy Glover, Fund Manager & Emma Gullifer, Assistant Fund Manager Jul 23 2019 1:00 pm UTC 45 mins
    After six months of 2019, the UK commercial property market is yet to take off; what are the prospects for the next six months? Guy and Emma will be delivering their views on a range of topics covering the challenges and opportunities for the sector, and the continued case for property in your clients’ portfolios.
  • WCM Global Equity Fund Q2 2019 Webcast
    WCM Global Equity Fund Q2 2019 Webcast
    WCM Investment Management Team Jul 23 2019 2:00 pm UTC 60 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.
  • 20UGS TCW Unconstrained Plus Bond Strategy Q2 2019 Update
    20UGS TCW Unconstrained Plus Bond Strategy Q2 2019 Update
    Victoria Vogel, Patrick Moore Jul 23 2019 3:00 pm UTC 45 mins
    Join us for our quarter-end strategy update webcast. Engage with the TCW Product Specialist Team to learn about the drivers of Q2 2019 performance, the portfolio manager's outlook, and current portfolio positioning.
  • SKYY Rebalance | Investing in Cloud Technologies
    SKYY Rebalance | Investing in Cloud Technologies
    HANetf and Anthony Ginsberg,Sponsor, HAN-GINS Cloud Technology UCITS ETF Jul 23 2019 3:00 pm UTC 45 mins
    HANetf looks at the semi-annual rebalance of SKYY - HAN-GINS Cloud Technology UCITS ETF. This webinar will cover:

    - SKYY: A unique AI methodology
    - New companies added to portfolio
    - Companies dropped from the portfolio
    - Changes to sector and regional weights
    - New constituents in focus
  • Diversifed Multi Asset update Q219
    Diversifed Multi Asset update Q219
    Mike Brooks, Head of Diversified Assets Jul 24 2019 9:00 am UTC 60 mins
    Please join us to hear an update from Mike Brooks, Head of Diversified Assets covering key themes within the portfolio and a summary of current positions and outlook.

    There will be an opportunity to submit questions during the webcast.

    0800 368 0707 - UK Toll Free
    PIN: 9975 890#

    For international dial in details please look in attachments.
  • CROCI Intellectual Capital
    CROCI Intellectual Capital
    Colin McKenzie, Head of CROCI Intelligence Jul 24 2019 1:00 pm UTC 60 mins
    Join us as we discuss the CROCI in the context of intellectual capital. Established in 1996, CROCI or “Cash Return on Capital Invested” is a proprietary economic valuation approach. Its methodology analyses companies in a way that reframes balance sheets, mitigating the effects of heterogeneous accounting standards and allowing comparability using the derived CROCI economic P/E. The presentation will touch on how companies with intangible assets (R&D & Brands) have largely been able to defy a backdrop of lacklustre growth in the global economy while companies without intellectual capital have struggled to generate any growth, and how to capture opportunities in this space.
  • Japan Equity Fund - Q2 review
    Japan Equity Fund - Q2 review
    Michele Malingamba Jul 24 2019 1:00 pm UTC 60 mins
    Join fund manager Michele Malingamba as he presents a Q2 update for the Japan Equity Fund.
  • Q2 Investment Update
    Q2 Investment Update
    Seilern Investment Team Jul 25 2019 8:30 am UTC 60 mins
    We are pleased to invite you to our Q2 webcast. Members of the Investment team, will provide an update on the funds, as well as offer insight regarding current topics of research.
  • Global Asset Allocation Viewpoint: Q3 2019
    Global Asset Allocation Viewpoint: Q3 2019
    Yoram Lustig & Nick Samouilhan Jul 25 2019 9:00 am UTC 60 mins
    Join us on 25 July at 10:00am BST / 11:00am CET for our second quarterly asset allocation webinar, as our Multi-Asset Solutions team - Yoram Lustig and Nick Samouilhan - share their views on which asset classes and regions are presenting the greatest opportunities and risks. They 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 and Nick during the webinar.
  • Multi-asset - Multi purpose
    Multi-asset - Multi purpose
    Roger Perry, Head of Intermediary Sales Jul 25 2019 10:00 am UTC 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.
  • Yacktman US Equity Fund Q2 2019 Webcast
    Yacktman US Equity Fund Q2 2019 Webcast
    Jason Subotky Jul 25 2019 1:00 pm UTC 60 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.
  • Peak Passive or Still Early Days?
    Peak Passive or Still Early Days?
    Derek Fulton, CEO, First Trust Global Portfolios Jul 25 2019 1:00 pm UTC 60 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
  • Global Absolute Return Strategies (GARS) Q3 update
    Global Absolute Return Strategies (GARS) Q3 update
    Neil Richardson Jul 25 2019 3:00 pm UTC 60 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 Q4 2019.
  • Investing in Africa's Consumer Boom | EMQQ
    Investing in Africa's Consumer Boom | EMQQ
    Kevin Carter Founder & Chief Investment Officer, EMQQ Jul 25 2019 3:00 pm UTC 45 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
  • Could lifetime mortgages help the ‘silver separators’?
    Could lifetime mortgages help the ‘silver separators’?
    Rob Miles, Head of IFA Sales, Legal & General Home Finance Jul 26 2019 9:00 am UTC 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
  • Dynamic European Equity - Q2 review
    Dynamic European Equity - Q2 review
    Bibiana Carretero Jul 26 2019 2:00 pm UTC 60 mins
    Join Bibiana Carretero as she gives a Q2 update for the Dynamic European fund.
  • Kettle Hill US L/S Equity Fund Q2 2019 Webcast
    Kettle Hill US L/S Equity Fund Q2 2019 Webcast
    Andrew Kurita Jul 29 2019 1:00 pm UTC 60 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.
  • Defaqto Engage Core and Intelligent Office integration
    Defaqto Engage Core and Intelligent Office integration
    Roger Perry, Head of Intermediary Sales Jul 31 2019 10:00 am UTC 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.
  • The evolution of online gaming – Opportunities for Emerging Markets investors
    The evolution of online gaming – Opportunities for Emerging Markets investors
    Divya Mathur, Portfolio Manager Global Emerging Markets Jul 31 2019 1:00 pm UTC 45 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
  • Is The Rally Going To Continue Or Are We Due For A Correction?
    Is The Rally Going To Continue Or Are We Due For A Correction?
    Nancy Davis Jul 31 2019 2:00 pm UTC 30 mins
    Equity markets in the US are at or near all-time highs. Unemployment is the lowest it has been over the last 50 years. Core inflation, as measured by CPI, is under the Federal Reserve’s 2% target. Somehow in this seemingly rosy market, the Fed is worried enough that the only question is not if it will cut rates, but rather by how much and how quickly. What on earth is going on?

    In this webinar, Nancy Davis, CIO of Quadratic Capital and renowned options and derivative trading expert, will discuss our current economic environment, critical factors generating today’s unprecedented levels of uncertainty, and ways to potentially benefit from volatility in the yield curve.

    Agenda:
    Nancy Davis introduction and overview of Quadratic Capital
    Our current economic environment and what a highly unusual “inverted” yield curve could mean for investors in the coming months
    Three potential outcomes from Federal Reserve policies
    Overview of The Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) and how it may potentially benefit portfolios