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UK Wealth Managers

  • Heptagon Future Trends: How we see the future, and then... invest in it
    Heptagon Future Trends: How we see the future, and then... invest in it
    Alex Gunz, Heptagon Future Trends Equity Fund Manager Recorded: Nov 23 2020 35 mins
    A growing global population, shrinking natural resources and rapid technological change. The future matters. For almost nine years, here at Heptagon we have been writing about, and investing in, the key future trends, that we believe will shape the world for the medium term. Our aim is to identify those trends that should broadly grow in importance, regardless of failing GDP, government intervention or increased regulation. The Heptagon Future Trends Fund offers a pan-thematic approach to the quality businesses of today, we judge best-placed to benefit from this future, investing in everything from cloud to wind, and fish to chips. The Fund is concentrated with a strong emphasis on ESG considerations.
  • R&M update - UK Dynamic Equity
    R&M update - UK Dynamic Equity
    William Lough Recorded: Nov 23 2020 23 mins
    William Lough, Manager of the ES R&M UK Dynamic Equity Fund, discusses the current opportunities.
  • Schroder Japan Growth Fund Plc
    Schroder Japan Growth Fund Plc
    Masaki Taketsume Recorded: Nov 23 2020 42 mins
    Please join fund manager Masaki Taketsume as he presents an annual review of the Company.
  • WealthTech Talks: Upscaling advice with Next Best Action
    WealthTech Talks: Upscaling advice with Next Best Action
    Stephen Wall, Co-Founder & Head of Marketplace & Content, The Wealth Mosaic Recorded: Nov 23 2020 59 mins
    In the modernising wealth management marketplace, the ability to deliver more personalised, engaging and insightful advisory services for the benefit of both the end client as well as the relationship managers serving them will be fundamental. Powered by new tools and technologies in the realm of data and Artificial Intelligence (AI), we are moving into a world where the homogenisation of old will not be accepted by many. To differentiate for both the relationship manager and the client in the future will be about a deeper understanding of the individual and their needs, storytelling and a greater customisation of the wealth management service offering. A significant part of this in the arena of Next Best Actions where a one-size fits all approach is increasingly a thing of yesteryear.

    In this webinar, we will speak with Boris Rankov, Head of Product at InCube Group (a Finantix company), and Dan Jones, Partner - Digital & Financial Services at Oliver Wyman, about Next Best Actions and how, specifically in the area of financial advice, data and AI tools can support the client and relationship with more personalised and scalable advice. The discussion will look at the pressures faced by wealth management firms today and, in turn, their relationship managers, how the market is responding to those demands today and how developments in areas such as Machine Learning can support the leveraging of data from multiple sources to enhance both the client and the relationship manager experience in wealth management.
  • With the US election behind us, is now a good time to buy emerging market debt?
    With the US election behind us, is now a good time to buy emerging market debt?
    Alejandro Arevalo and Reza Karim Recorded: Nov 23 2020 37 mins
    Emerging market debt has recently been dominated by external factors like US fiscal stimulus, US elections and developed market lockdowns, because these headlines have driven overall risk sentiment. Amidst the headline noise, investors risk missing out on the internal and country-specific drivers of emerging markets. We argue that with some key headline risk in the rear view mirror, investors cannot ignore the emerging market debt asset class, as it offers some of the most attractive yields in a world of ultra-low or negative rates, as well as the potential of high risk-adjusted returns. The key is to be selective, but given the diversity of the region it is difficult to separate the good from the bad. On Monday 23 November at 9am join Alejandro Arevalo, Fund Manager, Reza Karim, Assistant Fund Manager, and Matthew Morgan, Investment Director, as they discuss the changing market dynamics and how they’ve repositioned their funds to navigate these unprecedented times. This will be followed by a Q&A session where you will have the opportunity to submit questions directly to the team.
  • Taking on Tax Strategies
    Taking on Tax Strategies
    Sheryl Rowling Recorded: Nov 20 2020 53 mins
    In this webinar, Sheryl Rowling head of rebalancing solutions at Morningstar, shares insights on showcasing your value as an advisor and helping clients minimize tax burdens.
  • U.S. post-election perspectives: How the outcome will effect emerging markets
    U.S. post-election perspectives: How the outcome will effect emerging markets
    Polina Kurdyavko, Laurence Bensafi, Mike Higgins Recorded: Nov 20 2020 49 mins
    In this webinar moderated by Mike Higgins, Vice President & Portfolio Specialist, RBC Global Asset Management Inc., Polina Kurdyavko, Partner, Head of Emerging Market Debt & Senior Portfolio Manager, BlueBay Asset Management and Laurence Bensafi Portfolio Manager & Deputy Head of Emerging Markets Equities, RBC Global Asset Management (UK) Limited will share their perspective on the outcome of the election and what it means for emerging markets.
  • Delivering a seamless and paperless signatory process for wealth managers
    Delivering a seamless and paperless signatory process for wealth managers
    Wealth Dynamix Recorded: Nov 20 2020 3 mins
    How can wealth managers and private banks deliver a flawless, seamless and paperless signatory process?

    What are the steps required to integrate digital signatures into the wider client lifecycle management process?

    Step 1: Prepare your documents

    Step 2: Send documents for signing

    Step 3: Client signs documents digitally

    Watch the video to see how we combine digital signatures and client lifecycle management technology.
  • Integrating ESG into DC defaults
    Integrating ESG into DC defaults
    Mark Foster, Global Head of Pensions Solutions, Aberdeen Standard Investment Recorded: Nov 20 2020 45 mins
    In this session, Mark Foster, ASI’s Global Head of Pension Solutions, will discuss the current increase in pressure on DC schemes to consider the impacts of ESG and what approaches could be taken to better integrate ESG considerations into their default and member selected investment offerings.
  • Fiduciary duties and ESG
    Fiduciary duties and ESG
    Paul Williams & Andrew Cheseldine Recorded: Nov 19 2020 50 mins
    How do trustees balance a commitment to ESG with the need to maximise returns?
  • ESG and barriers to further engagement
    ESG and barriers to further engagement
    Lauren Wilkinson | Pensions Policy Institute Recorded: Nov 19 2020 41 mins
    The current regulatory landscape for ESG and what schemes have been doing in response to regulatory changes (as well as examples of those that have been leading the way on ESG)
    The key considerations schemes need to take into account when designing an ESG strategy
    Barriers to greater engagement with ESG considerations
    The need for schemes to monitor the engagement and stewardship activities being undertaken on their behalf by external asset managers
  • How to reconcile Defensiveness and Low Carbon Investing
    How to reconcile Defensiveness and Low Carbon Investing
    Eric Shirbini, Global Research and Investment Solutions Director, Scientific Beta | Brendan Maton, IPE Recorded: Nov 19 2020 64 mins
    Defensive equity strategies aim to protect investors during a crisis while also providing better risk-adjusted return compared to the cap-weighted index, through exposure to the Low Volatility risk factor. Scientific Beta has launched a new defensive strategy that aims to address two important drawbacks of traditional defensive offerings.

    • Traditional defensive solutions based on minimum volatility or low volatility strategies are unfortunately not truly defensive in periods of high market volatility, at a time when lower risk is needed most. To address this volatility risk, Scientific Beta provides a highly defensive strategy that targets a constant volatility equal to the strategy’s historical volatility by dynamically reducing the strategy’s market beta during periods of crisis when market volatility is elevated. This feature provides very strong capital protection compared to more traditional defensive strategies.

    • Traditional defensive strategies also suffer from high carbon exposure compared to a cap-weighted index because these strategies overweight low risk sectors such as utilities which include companies with a high carbon exposure. This high carbon exposes these types of strategies to climate risk. Scientific Beta offers its new defensive strategy with a sharp reduction in carbon exposure compared to traditional defensive strategies and cap-weighted indices without sacrificing the defensive properties of the strategy.
  • A low cost, active multi-asset solution for your clients
    A low cost, active multi-asset solution for your clients
    Paul Niven and Keith Balmer, BMO Multi-Asset Team Recorded: Nov 19 2020 50 mins
    What are the benefits of blending a low-cost, actively managed fund into your portfolio?
    Join our multi-asset team for this webinar as we celebrate 3 years of the BMO Universal MAP range. In this webinar, Paul Niven and Keith Balmer share their experiences and outlook on the markets and discuss how this range has continued to outperform and deliver value for clients, despite the challenging economic backdrop.
  • UK Growth Fund webinar with Benji Dawes
    UK Growth Fund webinar with Benji Dawes
    Benji Dawes Recorded: Nov 19 2020 29 mins
    In this webinar, Benji will discuss how they are investing in high growth UK businesses and will highlight the key contributors to their performance success, their current investment outlook and their portfolio strategy in the continued uncertain environment.
  • Concentrated Equity Investing: Steering Clear from Hazards
    Concentrated Equity Investing: Steering Clear from Hazards
    Mark Phelps and Jim Tierney Recorded: Nov 19 2020 61 mins
    Concentrated investing is long recognized as risky due to the lack of diversification. However already for several decades the AB Concentrated Global and US Strategies have shown their resilient characteristics and downside risk reduction, especially in times of uncertainty. In this webinar, our Concentrated Growth CIO’s Mark Phelps and Jim Tierney will review the macro environment and portfolio performance, with a strong focus on current positioning in relation to the challenges in the market.
  • Securities lending best practice
    Securities lending best practice
    Oliver Madden | IHS Markit | Director, Securities Lending Recorded: Nov 19 2020 61 mins
    Securities lending best practice and meeting the expectations of the 2020 UK Stewardship Code

    The 2020 version of the UK Stewardship Code sets high expectations for how investors, and those that support them, invest and manage money on behalf of UK savers and pensioners, and how this leads to sustainable benefits for the economy, the environment and society.

    Yet in its Review of Early Reporting published on 30th September 2020 the Financial Reporting Council noted that in general signatories’ approaches to stock lending had been under-reported. This session will explore what best practice securities lending programme oversight looks like and how signatories to the Code can enhance their Code reporting to satisfy the raised expectations of the FRC.
  • Implementation statements
    Implementation statements
    Blanca König, CFA, Client Director, Insight Investment Recorded: Nov 19 2020 44 mins
    - Insight Investment’s observation post implementation statement deadline
    - How different schemes/consultants approached the implementation statements?
    - What can we learn?
  • BNY Mellon Global Dynamic Bond Fund: 2020 review and outlook
    BNY Mellon Global Dynamic Bond Fund: 2020 review and outlook
    Paul Brain, Head of Fixed Income at Newton Investment Management Recorded: Nov 19 2020 27 mins
    2020 bond market review and 2021 outlook

    Paul Brain, Investment Leader of Fixed Income at Newton Investment Management will be discussing:

    • Current positioning of the fund
    • Performance of the portfolio this year
    • The outlook for bond markets and how the team are positioning for 2021

    There will be the opportunity to ask questions live.
  • Divesting from fossil fuels - how can trustees make a difference?
    Divesting from fossil fuels - how can trustees make a difference?
    Adrienn Sarandi, Vicki Bakhshi, Pavan Bhardwaj, Joanne Etherton Recorded: Nov 19 2020 77 mins
    The session will consider how trustees should best respond to the climate emergency and considers the factors that need to be considered when restructuring the portfolio. It will also consider the DWP’s recent consultation on climate risk reporting and the responsibilities for trustees that arise from that.
  • R&M update - UK Equity Income
    R&M update - UK Equity Income
    Dan Hanbury Recorded: Nov 19 2020 43 mins
    Dan Hanbury provides an update on his UK Equity Income portfolio.
  • Establishing Credibility & Accountability in a Global Sustainable Equity Fund
    Establishing Credibility & Accountability in a Global Sustainable Equity Fund
    Alex Rowe, Lead Portfolio Manager - Global Sustainable Equity Recorded: Nov 19 2020 45 mins
    An introduction to the Nomura Global Sustainable Equity Fund: Hear Global Sustainable Equity Lead Portfolio Manager Alex Rowe and Business Development Director Thomas Mauseth discuss:

    - The importance of impact awareness for a sustainable strategy
    - How the team Identify stocks that offer the potential for both societal benefit and financial return
    - Ensuring the accountability of both investee companies and ourselves through transparent reporting
    - How engagement for impact can drive better outcomes and the growing importance of collaboration
  • NIO ES6 Test Drive, China’s Environmental Renaissance, and Introduction to KESG
    NIO ES6 Test Drive, China’s Environmental Renaissance, and Introduction to KESG
    KraneShares Recorded: Nov 18 2020 5 mins
    From recycling, paperless ticketing on public transportation, to a surge in electric vehicles and ride-sharing, people in China are realizing the importance of environmental protection and are adapting their lifestyles accordingly.

    In this video, KraneShares cultural analyst, Xiabing Su, takes the NIO ES6 for a test drive to learn more about the new energy automobile industry. She also explores the Chinese government’s plan for carbon neutrality by 2060, the direction of China’s future economy, and the KraneShares MSCI China ESG Leaders UCITS ETF (Ticker: KESG). KESG offers exposure to Chinese companies that focus on contributing to a more environmentally sustainable economy.
  • Balancing Risk & Reward with Asset Allocation
    Balancing Risk & Reward with Asset Allocation
    Steven McGugan Recorded: Nov 18 2020 43 mins
    The balance between risk and reward can be a difficult line to walk; however, employing asset allocation as an investment strategy can help you maximize your portfolio returns.

    In this webinar, senior customer success manager, Steven McGugan, will deliver insights on how you can:

    - Pinpoint the most efficient mix of asset classes
    - Identify forward-looking wealth percentiles to understand specific areas of growth
    - Leverage the efficient frontier to derive the most returns with the least amount of risk
  • PMI Eastern Region Group: Master Trusts, Preferred IFAs & a legal update
    PMI Eastern Region Group: Master Trusts, Preferred IFAs & a legal update
    Mike Ambery, Mark Van den Berghen, Alex Rush Recorded: Nov 18 2020 90 mins
    Join the PMI Eastern Region group and our expert speakers in exploring the considerations around moving to Master Trust, how appointing a preferred IFA can improve DB member decision making and a topical legal update.
  • Innovation and Impact in Global Healthcare
    Innovation and Impact in Global Healthcare
    Michael Li, PhD, Senior Portfolio Manager | Kevin Lewis, CFA, CAIA, Senior Client Portfolio Manager, American Century Investm Recorded: Nov 18 2020 53 mins
    Did you know…

    • An estimated 80 million people will experience Dementia and Alzheimer’s in 2030.
    • An estimated 20 million people are expected to experience cancer Globally in 2030.

    Rising to meet these and other health care challenges,

    • The cost of sequencing a human genome has fallen to around $1,000 creating more opportunities for investigation of genetic diseases.
    • Access to medical care has improved with over 4 million telehealth visits held in 2019.
    • A patient is being operated on using one innovative company’s robotic assisted surgery system every 26 seconds leading to potentially better health care outcomes.

    Please join us for an interactive discussion on the global healthcare sector.

    Dr. Michael Li and Kevin Lewis will discuss why it is important to be looking at healthcare for long term investment opportunities and the innovation that is occurring. Dr. Li was one of the original researchers on the human genome project and will address the progress being made in the sector and why global healthcare stocks can serve an important portfolio impact role towards achieving SDG #3, ‘Good Health & Well-Being’.

    Presented by:
    Michael Li, PhD, Senior Portfolio Manager, American Century Investments
    Kevin Lewis, CFA, CAIA, Senior Client Portfolio Manager, American Century Investments

    Moderator: Brendan Maton, IPE
    --
    Please note this webcast is intended for institutional investors and investment professionals.

    American Century Investment Management (UK) Limited is authorised and regulated by the Financial Conduct Authority. American Century Investment Management (UK) Limited is registered in England and Wales
  • AIM & ESG - do they mix?
    AIM & ESG - do they mix?
    Derek McLay, Chris Boxall Nov 24 2020 2:00 pm UTC 45 mins
    This year has seen record levels of investment into sustainable and responsible investment. The same can be said for the year previous and the year before that. ESG investing is an undeniable and perpetual growth story which is not slowing down and is expected to be a significant part of financial advice in the future.

    But what about ESG & AIM? How does AIM perform against ESG principles and what opportunities in ESG does AIM have to offer?

    Join myself and our cofounder and co-managing director Chris Boxall where we will be discussing this in more detail.
  • Quarterly Responsible Global Equity Update
    Quarterly Responsible Global Equity Update
    Nick Henderson Nov 24 2020 2:00 pm UTC 60 mins
    Join Nick Henderson, Director of our Responsible Global Equity Fund, on our quarterly updates on the Responsible Global Equity Fund. We will also give you the opportunity to ask Nick any questions you have on the fund as part of a Q&A session at the end of the webinar.
  • High Yield: Opportunities in a Post-Election & High Efficacy Vaccine Environment
    High Yield: Opportunities in a Post-Election & High Efficacy Vaccine Environment
    Michael J. Dugan, CFA: Executive Director and Client Portfolio Manager, Nomura Corporate Research and Asset Management Inc Nov 24 2020 3:00 pm UTC 30 mins
    Join Michael Dugan, CFA, Executive Director and Client Portfolio Manager for Nomura Corporate Research and Asset Management Inc., for a discussion covering:
    - Sector expectations/outlook given the outcome of the US election
    - Covid-19 vaccine updates and their impact on economic recovery
    - Where we are seeing high yield opportunities for 2021
  • Live Webinar: A Framework for Evaluating Multifactor Funds
    Live Webinar: A Framework for Evaluating Multifactor Funds
    Alex Bryan, Director, Passive Strategies ; Dimitar Boyadzhiev, Senior Analyst, Manager Research Nov 24 2020 3:00 pm UTC 30 mins
    The menu of multifactor funds has expanded considerably over the past decade. As the options have grown, so has investors’ research burden. These funds are diverse and often among the most complex index strategies on the market. While many of these strategies may sound similar, there are important differences in their approaches to portfolio construction, which often yield very different portfolios and performance. Join this webinar when we will take a closer look at the growing menu of multifactor strategies and a toolkit to sort through it.

    Presented by:
    Alex Bryan, Director, Passive Strategies, Manager Research
    Dimitar Boyadzhiev, Senior Analyst, Manager Research, Passive Strategies, European Manager Research

    Duration: 30 min

    Language: English
  • ¿Por qué Bonos Municipales estadounidenses?
    ¿Por qué Bonos Municipales estadounidenses?
    Sasha Evers, Director General de BNY Mellon Investment Management para Iberia y LATAM Nov 24 2020 3:00 pm UTC 60 mins
    Durante la conferencia web con Sasha Evers, Director General de BNY Mellon Investment Management para Iberia y América Latina se enfocará en los siguientes temas:
    ¿Cuáles son las principales características del mercado de los Bonos Municipales Estadounidenses?
    ¿Por qué tiene sentido incluir estos bonos municipales en una cartera diversificada?

    ¿Dónde estarán las oportunidades y riesgos en los mercados de bonos municipales estadounidenses después de las elecciones?
  • Part iv. The metals that stand to win the vehicle energy transition
    Part iv. The metals that stand to win the vehicle energy transition
    Mobeen Tahir, Research, WisdomTree Nov 25 2020 10:00 am UTC 30 mins
    An economic recovery and rising inflation bodes well for industrial commodities but the metals with the greatest potential could depend on how ‘green’ the recovery is.

    Electric vehicles need various metals, but not necessarily the same ones as internal combustion engine cars. Platinum and palladium are not needed in pure battery cars but nickel, cobalt and graphite for example are needed for battery cars (and less so in pure ICE cars). However both types of vehicles require copper and silver but in different proportions. In part iv of this series of 30 minute webinars, we will take a closer look at the use of different metals in the drive for green vehicles.

    Across this series we will also consider the key forces fuelling industrial metals right now, which are:
    + Investors are seeking inflation hedges as prospects for prices are rising
    + Industrial demand is rising across US, Europe, and China as they recover from the deep COVID-19 recession
    + Fiscal and monetary stimulus are likely to see a rise in commodity-intensive infrastructure spending
    + In Europe a ‘green recovery’ is sought as the European Commission remains committed to its climate goals

    Other webinars in this series:
    + Part i: A greener world for precious metals - Spotlight on Palladium & Platinum
    + Part ii: A standout winner as vehicles de-carbonise - Spotlight on Nickel
    + Part iii: The demand for increasing robustness of grid infrastructure - Spotlight on Copper
  • Moving to Master Trust - Consolidation shouldn’t mean standardisation
    Moving to Master Trust - Consolidation shouldn’t mean standardisation
    Anish Rav, Head of Client Strategy, Atlas Master Trust Nov 25 2020 10:00 am UTC 45 mins
    Anish Rav, Head of Client Strategy, will discuss Atlas’ forthcoming white paper on whether DC consolidation has to involve compromising quality and accepting standardisation. He will explain how moving to master trust does not mean employers having to accept a ‘one size fits all’ approach, the options available for delivering a tailored solution and how each employer’s objectives can still be recognised and met.
  • Making sense of a strange world
    Making sense of a strange world
    Jupiter Merlin Team Nov 25 2020 11:00 am UTC 60 mins
    The Jupiter Merlin team continue their webcast series with two new dates in November and December.

    As the investing environment shifts yet again – with the prospect of a new US President, the final phase of Brexit, and even perhaps a Covid-19 vaccine on the horizon – the Jupiter Merlin team are here to help you make sense of a strange world and keep your finger on the pulse of a fast-moving investment environment. These webcasts will be conducted in the usual format covering a key theme, followed by ‘Irvine’s insights’ on the economic and political news of the past few weeks.

    This will be concluded with a Q&A session so you can submit your questions to the team. To register, please click the links below.
  • Introducing the VT Downing European Unconstrained Income Fund
    Introducing the VT Downing European Unconstrained Income Fund
    Mike Clements, Pras Jeyanandhan and Kevin Addison Nov 25 2020 11:00 am UTC 60 mins
    For investment professionals only.
    Launched in November 2020, the managers of this European income fund seek to generate returns by identifying high quality companies that have a long term sustainable competitive advantage, with potential to generate growth over time. At the point of entry the valuation of the company is attractive to the fund managers, either because it has fallen out of favour in the short term, or because it is “off the radar” of many other investors.
    Meet the fund managers in their first introductory webinar.
  • R&M update - R&M UK Micro cap Investment Company
    R&M update - R&M UK Micro cap Investment Company
    George Ensor Nov 25 2020 11:30 am UTC 60 mins
    Portfolio manager George Ensor discusses the current opportunity in UK Micro cap.
  • IPE D.A.CH-Webinar „Ausblick 2021: Asset Allocation in der Corona-Krise”
    IPE D.A.CH-Webinar „Ausblick 2021: Asset Allocation in der Corona-Krise”
    Frank Schnattinger, Chefredakteur IPE D.A.CH Nov 25 2020 12:30 pm UTC 75 mins
    Die Corona-Krise hält auch mehr als neun Monate nach dem Auftreten der ersten Fälle die Menschheit, Wirtschaft und die Kapitalmärkte weltweit in Atem. Während die Verwerfungen an den Kapitalmärkten zunächst kurzfristiger Natur waren, so stellt sich zum Jahresende 2020 für institutionelle Anleger die Frage, welche langfristigen Anpassung vor dem Hintergrund der aktuellen Ereignisse Sinn machen? Welche Assetklassen werden durch die Krise attraktiver, welche weniger attraktiv?

    Darauf wollen in unserem Webinar „Ausblick 2021: Asset Allocation in der Corona-Krise“ eingehen. Das Webinar findet am Mittwoch den 25. November von 13.30-14.45 Uhr statt. Beiträge kommen von LPX AG, Hérens Quality Asset Management und Degroof Petercam Asset Management



    AGENDA
    ---

    Einleitung und Themenübersicht
    Frank Schnattinger, Chefredakteur
    IPE D.A.CH
    ---

    Alternatives in COVID – Understanding Investment Cycles in Crisis Markets: Case Studies from Private Equity and Infrastructure
    Dr. Michel Degosciu, Managing Partner
    LPX AG

    Quality Generated Performance – Wie Krisen bei den Unternehmen die Spreu vom Weizen trennen
    Diego Föllmi, CEO
    Hérens Quality Asset Management

    Ist Nachhaltigkeit relevant für Investitionen in Staatsanleihen?
    Ulrike Kaiser Boeing, Countryhead Schweiz
    Degroof Petercam Asset Management

    ---

    Q&A
  • Live Q&A: Janus Henderson United Kingdom Absolute Return
    Live Q&A: Janus Henderson United Kingdom Absolute Return
    Luke Newman Nov 25 2020 2:00 pm UTC 60 mins
    In this webcast, Portfolio Manager Luke Newman will be outlining the team’s latest performance, outlook and positioning for the Janus Henderson United Kingdom Absolute Return strategy, with the opportunity for the audience to raise questions live during the session.
  • Is Diversification Dead?
    Is Diversification Dead?
    David Schofield - President, Intech International Division | Iheshan Faasee, Managing Director, Client Portfolio Manager Nov 25 2020 2:00 pm UTC 75 mins
    Equity markets have been dominated by a handful of the largest stocks for several years. As a result, today’s cap-weighted indexes are nearing historical levels of capital concentration – and those few, dominant stocks wield a disproportionate influence over market returns. In a market driven by the behaviour of a handful of stocks, does a diversified approach to equity investing still make sense?

    In this webinar, the President of Intech’s International Division, David Schofield, and Iheshan Faasee, managing director and client portfolio manager, will discuss:

    • Are market stress indicators showing signs that a size reversal is ahead?
    • Can systematic rebalancing generate alpha over time?
    • What is a portfolio’s Excess Growth Rate, and how does it contribute to portfolio returns?
    • How does an optimized portfolio exploit the rebalancing premium?

    Presenters:
    • David Schofield - President, Intech International Division
    • Iheshan Faasee - Managing Director, Client Portfolio Manager

    Moderated by:
    • Brendan Maton, IPE
  • M&G Global Real Estate Outlook: The world that COVID-19 built
    M&G Global Real Estate Outlook: The world that COVID-19 built
    José Pellicer, Alex Greaves, David Jackson and Richard van den Berg, M&G Real Estate | Richard Lowe, IPE Real Assets Nov 26 2020 9:00 am UTC 75 mins
    This webcast will dig further into the key trends shaping real estate, as well as standout areas of opportunity.

    José Pellicer, Head of Investment Strategy, will be joined in exploring the market ahead, by Richard van den Berg, David Jackson and Alex Greaves. Each specialist will bring their on-the-ground insight to discussion of pertinent topics such as the changing role of real estate for occupiers.

    Presenters:

    • José Pellicer - Head of Investment Strategy, M&G Real Estate
    • Alex Greaves, Head of Residential, London, M&G Real Estate
    • David Jackson, Head of Fund Management - Europe, M&G Real Estate
    • Richard van den Berg, Fund Manager - Asia, M&G Real Estate

    Moderated by: Richard Lowe - Editor, IPE Real Assets
  • The Cost-to-Income Ratio Conundrum. Do Wealth Managers Have it Under Control?
    The Cost-to-Income Ratio Conundrum. Do Wealth Managers Have it Under Control?
    Lucy Heavens, Marketing Director, Wealth Dynamix Nov 26 2020 9:30 am UTC 45 mins
    With average cost-to-income ratios (CIR) at 70% and a wide variations ranging from 40% to 115% the race is on for wealth managers to find new revenue sources, and better control costs, in order to grow profit margins and remain competitive. In addition to CIR, Chief Executives are troubled by the threats to business continuity posed by COVID, the ever-increasing service expectations of clients and how to keep their advisors happy.

    In reality, how many wealth management CEOs have all of these factors under control? What are their challenges? And what are the successful minority doing to boost revenues and increase productivity, at a faster rate than their costs are rising?

    These are some of the questions tackled in the recent Orbium/Accenture survey “Survive and Thrive to 2025: Insights from the Wealth Management C-Level”.

    Join our webinar to hear the key findings of the survey debated by co-author Ian Woodhouse, Head of Strategy and Change, Orbium, and Gary Linieres, CEO and Co-founder, Wealth Dynamix.

    Questions that will be discussed include:

    - Is remote client/advisor interaction driving faster adoption of more digitised processes?
    - How can you transition to less manual and costly forms of communication, given that 57% of wealth managers still see a need for paper-based correspondence?
    - Where are the quick wins? Which processes should wealth managers look to automate first?
    - Given that the survey shows 32% attrition typically follows an inter-generational succession, how can wealth managers avoid AuM leaving their firm?
    - How can traditional onboarding be transformed and how can data collected during onboarding be analysed and presented to advisors in a form that can be interpreted and actioned more effectively?
    - How can you attract and retain the right talent, best able to beat revenue targets in the future?
    - Why are advisors and clients from different regions adopting new technologies and embracing intelligent automation at different rates?
  • DWS ESG TALKS: The rise of stakeholder capitalism
    DWS ESG TALKS: The rise of stakeholder capitalism
    Michael Lewis, Murray Birt & Gunnar Friede Nov 26 2020 9:30 am UTC 45 mins
    Please join DWS’s ESG TALKS webinar series where Michael Lewis, Head of ESG Thematic Research and Murray Birt, Senior ESG Strategist, discuss current issues impacting responsible and sustainable investing. They will be joined by ESG experts externally and from across the DWS platform incorporating all asset classes and business lines.

    On Thursday 26 November at 9:30 am GMT, Michael and Murray will be joined by Gunnar Friede, Head of ESG, Multi-Asset & Solutions. Together they will discuss the rise of stakeholder capitalism and why Milton Friedman got it wrong half a century ago. Shareholder first’ was not always the dominant framing of business purpose. We put this into a historical perspective and build on its evolution with empirical evidence.

    Agenda:
    _ The history of the shareholder versus stakeholder debate
    _ How investor and corporate perception and behaviours are changing
    _Towards a new framing of business purpose

    Speakers:
    _ Gunnar Friede, Head of ESG, Multi-Asset & Solutions
    _ Michael Lewis, Head of ESG Thematic Research
    _ Murray Birt, Senior ESG Strategist
  • Loan Management in the New Normal | Challenges & Solutions
    Loan Management in the New Normal | Challenges & Solutions
    Nikos Karelos/John Mallios, Profile Software | Carl Jabbour, Fiduciam Ltd. | Simon Bateman, Allica Bank Nov 26 2020 10:00 am UTC 45 mins
    If you are a Digital bank, a conventional bank, or a marketplace lender, do not miss this webinar! Learn how to competitively address loan management challenges in the new normal and meet the shifting requirements while maintaining client satisfaction.

    Join Profile Software's Nikos Karelos, Banking Director, and John Mallios, Banking Solutions Director, Fiduciam's Carl Jabbour, Head of Investor Relations and COO and Allica Bank's CIO, Simon Bateman, in a discussion on how to best address the loan management requirements in the New Normal. Our two guests field experts explain how modern solutions helped them, to continue working during lockdown and even more so, to grow and expand their business, post covid.

    This webinar focuses on the impact of the new normal on loan management and, how a proactive approach to a digital transformation journey, with cost-effective & compliant solutions, can help firms work and excel in their field without extra costs.

    Register today to learn more.
  • Will the world return to normal?
    Will the world return to normal?
    Steven Bell, Chief Economist Nov 26 2020 11:00 am UTC 90 mins
    Vaccines open the prospect of defeating COVID-19. But how will markets fare against a background of ongoing virus cases, massive fiscal deficits and a new US administration?
  • The Great Income Hunt
    The Great Income Hunt
    Mike Clements, Pras Jeyanandhan, James Lynch, Josh McCathie and Lawrence Gosling Nov 26 2020 11:00 am UTC 60 mins
    For investment professionals only.
    'The Great Income Hunt' will be hosted by the Editor-in-Chief of What Investment, Lawrence Gosling, and feature discussions with the fund managers of our two specialist equity income funds: VT Downing European Unconstrained Income Fund and MI Downing Monthly Income Fund.

    They will outline the challenges faced by income seekers in today's market, and reveal how they are trying to solve this growing problem with examples of exciting opportunities.
  • Wealth Management in der DACH Region:  Erfolgreiche digitale Transformation
    Wealth Management in der DACH Region: Erfolgreiche digitale Transformation
    Mario Bassi, Senior Adviser, The Wealth Mosaic Nov 26 2020 12:00 pm UTC 60 mins
    Wir möchten Sie zum Webinar von Wealth Mosaic einladen:
    Wealth Management in der DACH Region: Erfolgreiche digitale Transformation – Herausforderungen und Lösungen.

    In diesen schwierigen Zeiten wird Vermögensverwaltern die Wichtigkeit digitaler Anlage-Lösungen noch stärker bewusst. Bereits vor der Pandemie benutzten bereits über 61% der Konsumenten in Deutschland, Österreich und der Schweiz (DACH) online Bankdienstleistungen. Gemäß Schätzungen hat diese Zahl seither nochmals sehr stark zugenommen hat. Wirklich digital zu sein bedeutet jedoch mehr als nur online-Zugriff auf Bank-Dienstleistungen zu ermöglichen. Neo-Banken wissen dies. Alleine für Deutschland wird erwartet, dass Banken bis 2022 ca. EUR 2 Milliarden an Erträgen an FinTech Unternehmen verlieren werden. Anlage-Lösungen lediglich über digitale Kanäle anzubieten, genügt nicht. Banken müssen ein richtiges Omni-Channel Geschäftsmodell umsetzten.

    Nehmen Sie an unserem Panel teil, um die wirklichen Herausforderungen der digitalen Transformation zu verstehen, mit denen Vermögensverwalter in der DACH-Region konfrontiert sind. Und was es braucht, um als Vermögensverwalter in Zukunft zu überleben und Erfolg zu haben. Diese angesehenen Branchenexperten werden sich eingehend damit befassen, was es für Vermögensverwalter bedeutet, ein digitales Geschäftsmodell zu realisieren. Diskutiert werden wichtige Themen bezüglich Dienstleistungen und Technologie, angereichert mit Erfahrungsberichten und Tipps aus der Praxis, um Sie bei der Umsetzung Ihrer digitalen Transformation zu unterstützen.

    Wir freuen uns auf Ihre Teilnahme!

    Datum & Uhrzeit: Donnerstag, 12th November 2020, 10am CET
    Dauer: Biz zu 1 Stunde

    Teilnehmer:

    • Marco Borer, WM Client Centric Design & Innovation, UBS
    • Claudia Hauser, Financial Services Director, Microsoft Corporation
    • Christine Schmid, Head Strategy, additiv

    Host:

    • Mario Bassi, Senior Adviser, The Wealth Mosaic
  • Engaging as a Sovereign Bondholder
    Engaging as a Sovereign Bondholder
    The PRI Nov 26 2020 12:00 pm UTC 60 mins
    Following the release of the PRI report "ESG engagement for sovereign debt investors", please join us on Thursday, 26th November, to hear how engagement is conducted with sovereign issuers, including current practices and challenges, and how it could be scaled up to promote responsible investment.
  • Premier Pan European Property Share Fund webinar with Alex Ross
    Premier Pan European Property Share Fund webinar with Alex Ross
    Alex Ross Nov 26 2020 2:00 pm UTC 45 mins
    In this webinar, Alex will discuss his views on the European real estate market, recent portfolio activity and portfolio positioning.
  • European investment grade: Using ‘20/20’ vision to position for 2021
    European investment grade: Using ‘20/20’ vision to position for 2021
    Tim Winstone Nov 26 2020 2:00 pm UTC 60 mins
    Throughout 2020, investors have witnessed unprecedented volatility within the European Corporate Bond market. Policy response has been strong, both in terms of its size and speed, which has provided a trifecta of stimulus (low interest rates, quantitative easing and fiscal support) for the market. As we look towards 2021, how will experiences from 2020 shape our portfolio construction views across Investment Grade markets.
    In this upcoming webcast, Tim Winstone, Corporate Credit Portfolio Manager, delves into where we believe the alpha opportunities lie ahead for the European investment grade market, positioning for the Janus Henderson European Corporate Bond Fund and an outlook for the market, including the impacts of:

    • Resurgence of second lockdowns and the impact on company fundamentals/global growth;
    • Lingering risks that could impact the future performance of credit markets over 2021; and
    • Expectations around ECB action in December.
  • What lies behind Responsible Investing
    What lies behind Responsible Investing
    Andrew Parry, Head of Responsible Investing, Newton Investment Management Nov 26 2020 2:00 pm UTC 120 mins
    Welcome to part 3 of BNY Mellon Investment Management's Responsible Investing series – “What lies behind Responsible Investing’.

    This live webinar will provide a deep dive into key themes behind responsible investing and how these translate into investment opportunities.

    Host: Charles Thompson, Director, Investment Sales, Wealth Managers & Private Banks at BNY Mellon Investment Management EMEA

    Speaker: Andrew Parry, Head of Responsible Investing at Newton Investment Management
  • R&M update - Global Recovery and Global High Alpha
    R&M update - Global Recovery and Global High Alpha
    Hugh Sergeant Nov 26 2020 2:30 pm UTC 60 mins
    Hugh Sergeant, Head of Value and Recovery strategies at R&M, discusses the current value opportunity.