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UK Wealth Managers

  • Oil: Demand on Remand (sottotitolata in Italiano)
    Oil: Demand on Remand (sottotitolata in Italiano)
    TBC Recorded: Jun 6 2020 59 mins
    Mark Lewis, Global Head of Sustainability Research e Richard Barwell, Head of Macro Research in BNP Paribas Asset Management dibattono in merito agli impatti potenzialmente durevoli che la pandemia di Covid-19 e i provvedimenti globali di lockdown stanno avendo sulla domanda di greggio: qual è il contesto macro per il petrolio e gli altri combustibili fossili? Il picco storico nella domanda è già stato raggiunto? Che ruolo giocherà la lotta al cambiamento climatico?
  • Protecting workers’ rights through the COVID-19 crisis
    Protecting workers’ rights through the COVID-19 crisis
    The PRI, BMO Global Asset Management, MFS Investment Management, Business and Human Rights Resource Centre Recorded: Jun 5 2020 64 mins
    The COVID-19 crisis has disrupted the lives of workers across sectors and geographies. It has put an emphasis on the vulnerability and precariousness of the employment status of some workers and has also exposed, in many cases, the lack of adequate safeguards necessary to protect workers and their rights in times of crisis. During this webinar, we will explore the range of risks different categories of workers have been exposed since the beginning of the pandemic and address how investors can contribute to ensuring jobs, workers and their rights are protected and respected in the midst of the crisis. We will also discuss how these considerations might help anticipate longer-term risks, inform and help shape investor action around job and workers’ protection for the long-term recovery.

    Speakers include:
    Nina Roth, Director, Responsible Investment, BMO Global Asset Management
    Rob Wilson, Research Analyst, MFS Investment Management
    Phil Bloomer, Executive Director, Business and Human Rights Resource Centre
    Moderated by: Nabylah Abo Dehman, Manager, Social Issues, PRI
  • The future of fintech is brighter, faster and sooner
    The future of fintech is brighter, faster and sooner
    Carl Ghielen, Client Portfolio Manager & Michiel van Voorst, Portfolio Manager Recorded: Jun 4 2020 37 mins
    The Covid-19 crisis caused a sharp correction in equity markets, but as we adjust to the new reality, we can observe some clear winners. Areas such as cashless payments, e-commerce and online shopping – all of which require financial technology – are seeing accelerated growth. The crisis means the future is simply coming faster, and is likely to kickstart a wider impetus to digitalize all financial services.
    In our latest webinar, portfolio manager Michiel van Voorst and client portfolio manager Carl Ghielen will provide an update on the Robeco Fintech strategy. They will discuss the effect of the coronavirus crisis on payments, exchanges and cybersecurity, and give some insight into the latest trends in the Fintech segment.
    Our interactive live webinar format allows you to connect with the presenters, along with their presentations, and ask questions afterwards. We focus on one topic – in this case, Fintech – with a full Q&A. So, don't miss your chance to get the inside story and expert view on how thematic investing is really playing out during a crisis!
  • How are investors holding managers accountable through Covid-19?
    How are investors holding managers accountable through Covid-19?
    John Molesphini, Global Head of Insights, and Russell Elliott, Senior Vice President, Strategic Engagement, eVestment Recorded: Jun 4 2020 62 mins
    In times of volatility, it is more important than ever to understand how your managers are performing, the factors driving this performance and whether there are any areas for concern – with respect to the funds you have invested in, but also with respect to their firms and people. In this webcast, hear how institutional investors have responded to these extraordinary socio-economic conditions and how to apply their best practices to your existing manager monitoring process when returns are unpredictable.

    Presented by:
    John Molesphini, Global Head of Insights, eVestment
    Russell Elliott, Senior Vice President, Strategic Engagement, eVestment

    Moderated by:
    Brendan Maton, IPE
  • The Sales superpowers to increase engagement using the right tech
    The Sales superpowers to increase engagement using the right tech
    Chris Trapp, Head of Sales, Kurtosys Systems & Jim Goundry, Head of Sales, IHS Markit Recorded: Jun 4 2020 54 mins
    Technology innovation continues to change sales organizations at a rapid pace, effectively gifting your reps and managers with superpowers.
    For asset managers – utilising the right sales and, content automation is critical. In our up and coming webinar, we will be discussing the problems asset managers face and how to overcome those problems.

    1. The urgency to streamline processes, cut costs and create brand differentiation.
    2. Making strategic investments in sales enablement and content automation technology.
    3. Create efficiencies, scale sales and marketing processes.
    4. Reduce risks and increase AUM.
    5. Discover new ways of keeping your products and investment ideas "top of mind".
    6. Finding a new and innovative approach to providing clients with important data and timely updates.

    Attend the webinar to learn about the technology that will help increase your sales and customer engagement.
  • Robustness of the Pensions Industry in light of Covid-19
    Robustness of the Pensions Industry in light of Covid-19
    Alan Whalley, David Fairs, Carine Pilot-Osborn and Sarah Levy Recorded: Jun 4 2020 61 mins
    - Actions taken by governments and regulators in Europe and UK to lessen the economic impact of the lockdown on pension schemes.

    - Impacts on savers, government accounts and businesses.

    - Measures taken by trustees and other industry stakeholders to adapt to a changing work and pensions environment.

    - Industry successes and looking forward at the future challenges.
  • DWS ESG TALKS - REAL ESTATE AND ESG IN A POST-COVID-19 WORLD
    DWS ESG TALKS - REAL ESTATE AND ESG IN A POST-COVID-19 WORLD
    Jessica Elengical, Jessica Hardman & Michael Lewis, DWS Recorded: Jun 4 2020 41 mins
    Please join us every week for our 'DWS ESG TALKS' webinar series where Michael Lewis, Head of ESG Thematic Research, will be discussing the current issues impacting ESG. He will be joined by DWS ESG experts across the platform incorporating all asset classes and business lines.

    On Thursday 4th June, Michael will be joined by Jessica Elengical Head of ESG Strategy, Alternatives and Jessica Hardman Head of UK Group - Real Estate. Together they will discuss why real estate is one of the most important asset classes when it comes to ESG and how covid-19 will impact the outlook for the sector.

    Agenda:
    _Health and wellness in real estate: the evolving landscape pre and post-COVID
    _Smart buildings: Connectivity, sensors, and meters to manage through the pandemic
    _A path to net zero carbon: The continued focus on climate goals in the wake of the crisis
    _Post-COVID ESG consideration for Real Estate Portfolio strategy

    Speakers:
    _ Jessica Elengical, Head of ESG Strategy, Alternatives , DWS
    _ Jessica Hardman, Head of Portfolio Management, UK Real Estate Group
    _ Michael Lewis, Head of ESG Thematic Research, DWS
  • COVID-19 Crisis Ramps Up Innovation
    COVID-19 Crisis Ramps Up Innovation
    Matt Moberg, Manager, Franklin Innovation Fund Recorded: Jun 4 2020 3 mins
    Matt Moberg, manager of the Franklin Innovation Fund, shares his views on the impact coronavirus is having on innovation, including how the crisis has made some companies more valuable now than pre-coronavirus.
  • Premier Optimum Income Fund webinar with Eric Moore and Geoff Kirk
    Premier Optimum Income Fund webinar with Eric Moore and Geoff Kirk
    Eric Moore and Geoff Kirk Recorded: Jun 4 2020 35 mins
    Eric Moore and Geoff Kirk, co-managers of Premier Optimum Income Fund, will discuss how they invest to achieve the target yield of 7% per annum from a combination of dividends from an actively managed UK equity portfolio, and enhanced using an actively managed covered call option strategy.
  • BMO Multi-Manager People - Capturing the income
    BMO Multi-Manager People - Capturing the income
    Rob Burdett and Anthony Willis, BMO Multi-Manager People Recorded: Jun 4 2020 57 mins
    Join Rob Burdett and Anthony Willis for an update of the highs and lows over the past fortnight and how the economy is fairing after almost a quarter of the year battling COVID-19, along with an update on the Navigator Distribution fund.
  • The impact of COVID-19 on social care
    The impact of COVID-19 on social care
    Host: John Power, L&G, Panel: Andrew Parfery, Care Sourcer, Phil Bayliss, L&G Capital, Tish Hanifan, SOLLA Recorded: Jun 4 2020 49 mins
    The full and long-lasting impacts of COVID-19 on the care sector are yet to be realised, but it is clear that the issues surrounding social care in the UK are at the forefront of the public's mind now more than ever before. 

    We’ll be in conversation with a panel of care experts as we discuss the challenges and opportunities facing the later life social care sector today, the importance of financial advice during this period of uncertainty and the support that is available to help both consumers and advisers navigate through the ‘social care maze’.

    The session will be hosted by John Power, Care Proposition Director, Legal & General Retirement Living Solutions and we are delighted to be able to welcome Andrew Parfery, CEO and co-founder of Care Sourcer, Tish Hanifan, Founder and Joint Chair of the Society of Later Life Advisers (SOLLA) and Phil Bayliss, CEO of Later Living, Legal & General to hear their views on the impact of COVID-19 and the future of social care.

    This is not a consumer advertisement. It is intended for professional financial advisers and should not be relied upon by private customers or any other persons.
  • Rathbone UK Opportunities Fund update
    Rathbone UK Opportunities Fund update
    Alexandra Jackson Recorded: Jun 4 2020 25 mins
    Global markets have rallied hard since the March lows, as lockdowns have started to eased, and second waves have so far not materialised. The UK stock market has not benefited from the same renewed confidence, furthermore UKSmall & Mid cap stocks continue to trail the global bounce back.

    Please join Alexandra Jackson, manager of the Rathbone UK Opportunities Fund, to discuss these topics, as well as Why has the UK underperformed? Where does this leave valuations? And whether we can still hide in ‘expensive defensives’ in a live web-cast. She will also explore the drivers of the fund’s outperformance so far this year, and look at positioning for the next phase.
  • Looking beyond lockdown: Implications for the private client industry
    Looking beyond lockdown: Implications for the private client industry
    Grant Barbour Recorded: Jun 4 2020 62 mins
    Grant Barbour - Ocorian (moderator)
    Nancy Chien, Bedell Cristin
    Alan Hooks, Julius Baer
    Jonathan Burt, Harbottle & Lewis LLP
  • European equities: A stock picker's market
    European equities: A stock picker's market
    Ben Ritchie and Will James Recorded: Jun 4 2020 47 mins
    The European equity market is deep, liquid and complex. Following the spread of Covid-19 across the western world, European equity investors are looking to determine the impact on European companies' earnings, dividends and share prices.
  • The impact of COVID-19 on Emerging Markets – three investment perspectives
    The impact of COVID-19 on Emerging Markets – three investment perspectives
    Charles Robertson (Renaissance Capital), Marcus Svedberg (AP4), Jacob Grapengiesser & Karine Hirn (East Capital) Recorded: Jun 4 2020 47 mins
    Welcome to a webinar where we will be discussing investments in Emerging Markets in the midst of the COVID-19 pandemic. Join the conversation with an economist, an asset owner and an active investment manager who will share how they address the current situation and which opportunities they see.

    The panel will be moderated by Hong-Kong based Karine Hirn, Partner at East Capital, and consist of three seasoned speakers:
    • Charles Robertson, Global Chief Economist, Renaissance Capital
    • Marcus Svedberg, Investment strategist, Fourth Swedish National Pension Fund
    • Jacob Grapengiesser, Deputy CIO, East Capital
  • WealthTech Talks: In conversation with Finantix
    WealthTech Talks: In conversation with Finantix
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Jun 4 2020 46 mins
    In this first from our series ‘WealthTech Talks: In conversation with’, our co-founder Stephen Wall will interview Christine Ciriani, Chief Commercial Officer at Finantix to get an overview of Finantix, past, present and future, and the firm’s role and vision in the changing wealth management sector.

    Through this webinar, we will speak with Christine to understand aspects of Finantix, including:

    • The origins and major developments of the business since its founding
    • The firm’s history and client base in the wealth management sector
    • The firm’s acquisition by Motive Partners, the drivers behind that and what that means for Finantix
    • The firm’s current solution offering and how that will further develop in the wealth management space and why
    • How Finantix will develop as a business over the coming five years
    • The firm’s view on how the wealth management sector is being shaped now and how it should respond

    We look forward to our discussion with Christine on June 4th and learning more about Finantix and its role in the wealth management sector.
  • The Sturdza Family Fund: Objective, Philosophy & Risk Management
    The Sturdza Family Fund: Objective, Philosophy & Risk Management
    Eric Sturdza Investments Recorded: Jun 3 2020 12 mins
    In this video interview, the investment team of the Sturdza Family Fund provide insight to the following questions:

    • What is the Fund’s primary objective and philosophy?
    • How does market timing impact your investment process?
    • What is the Fund’s equity selection process?
    • What is the role of the portfolio’s fixed income exposure in delivering the investment objective?
    • What are the Team's views regarding volatility and the potential impact on compounding?
    • How is risk addressed and perceived within the management of the Fund?

    If you require any further information about the Sturdza Family Fund. Please contact:

    Adam Turberville
    Head of Marketing & Client Relations
    +44 1481 742380
    a.turberville@ericsturdza.com
  • Emerging Markets Equities
    Emerging Markets Equities
    Alfred Bryant, CFA Recorded: Jun 3 2020 37 mins
    R&M's Head of EM Equity startegies gives us his latest views.
  • Technology Modernization: Secular Themes Powering A New Operating Playbook
    Technology Modernization: Secular Themes Powering A New Operating Playbook
    Denny Fish Recorded: Jun 3 2020 55 mins
    To navigate COVID-19, companies have been forced to work in new ways – a drastic shift underpinned by massive secular growth themes. To begin thriving, firms will need to incorporate new data, the Internet of Things, cloud, AI and network connectivity to better manage their business models and operations.

    In this webinar, Portfolio Manager Denny Fish will examine how the convergence of these trends is creating opportunities for forward-looking investors. Topics include:

    •How the acceleration of digital adoption is changing consumer behavior and demand patterns
    •The refocusing of digital infrastructure, as every business is now a technology business
    •The importance of resiliency and optionality within a technology portfolio and how this can benefit investors
  • When is a CRM not a CLM? When it’s a core banking system.
    When is a CRM not a CLM? When it’s a core banking system.
    Antony Bream, MD - EMEA & Americas, Wealth Dynamix Recorded: Jun 3 2020 47 mins
    Every private bank and wealth manager need to improve client engagement, formulate more compelling prospecting campaigns and offer more personalised services that drive AuM growth.

    And although you may think that Client Lifecycle Management (CLM) is easier said than done, it doesn’t have to be that way.

    •Do you fully understand what CLM is?
    •Do you have the right tools for the job?
    •Do you have full visibility of the client lifecycle, from end to end, via one single view?
    •Is your service quality suffering due to the range of disparate systems required to manage customer interactions and records efficiently?
    •Are you able to focus on client service and business development, without being distracted by complex, disjointed systems that fail to deliver best practice?

    If you answer “no” to one or more of these questions, it is time to re-evaluate.

    The most competitive and agile firms are those with seamless front to back office capabilities that ensure compliance, increase operational efficiency and optimise cost-income ratio.

    Join Wealth Dynamix and Azqore on a webinar to discover what best practice CLM looks like, and how to integrate it with your core banking system within a single, unified solution that spans the entire front to back office.
  • EU Commission update: Renewed Sustainable Finance Strategy and Green Recovery
    EU Commission update: Renewed Sustainable Finance Strategy and Green Recovery
    PRI & European Commission Recorded: Jun 3 2020 58 mins
    The European Green Deal and the economic recovery from COVID-19 will both require substantial public and private finance. Building from the 2018 Action Plan on Financing Sustainable Growth, the renewed Sustainable Finance Strategy will seek additional reforms to align the financial system with the EU’s sustainability goals. This webinar will provide an update on the Commission’s open consultation, ongoing sustainable finance work programme and ongoing discussions on aligning the EU recovery programme with the principles of the Green Deal.

    Speakers:
    Alyssa Heath, Head of EU & UK Policy, PRI
    Martin Spolc, Head of Unit, Sustainable Finance, European Commission
  • A Sustainable Approach to Equity Investing
    A Sustainable Approach to Equity Investing
    Daniel Roarty - CIO, AB Thematic & Sustainable Equities Recorded: Jun 3 2020 30 mins
    Please join us live for a 30-minute update from AB’s Thematic & Sustainable Equities CIO, Daniel Roarty.

    Sustainable portfolios have proved to be resilient during this crisis. During this webinar, Dan will explain why he thinks that has been the case. We will discuss sustainable investing and AB’s approach to building a portfolio that addresses the world’s most pressing needs. Dan will also explore the implications of COVID-19 on the sustainable investing agenda and how investors can prepare their portfolios for the future. The session will conclude with some key learnings from the crisis and a market outlook.
  • Sustainable update
    Sustainable update
    Mike Fox Recorded: Jun 3 2020 13 mins
    As the situation around COVID-19 continues to develop, Mike Fox, Head of Sustainable Investments at RLAM, shares his thoughts on the situation.
  • Jupiter Merlin Market Update Webcast – 3rd June 2020
    Jupiter Merlin Market Update Webcast – 3rd June 2020
    Jupiter Independent Funds team Recorded: Jun 3 2020 61 mins
    In the latest of our Merlin webcasts series, we will provide you with updates from the Jupiter Independent Funds team on how they view current markets. With an eye on long-term opportunities, they will also discuss the positioning of the Jupiter Merlin Portfolios and how they look to mitigate against downside risk. You will have the opportunity to submit any questions or concerns you may have through the webcast portal.
  • AAM/Kames - The Dividend Dilemma – live webinar with Mark Peden
    AAM/Kames - The Dividend Dilemma – live webinar with Mark Peden
    Mark Peden and Iain Snedden Recorded: Jun 3 2020 38 mins
    Income investing has attracted significant attention in recent weeks. Investors are facing a torrent of dividend reductions, postponements and outright cancellations that challenge the flow of income many rely on from owning shares. At Kames, we focus on sustainable and growing dividend yields which we refer to as the ‘dividend sweetspot’. We invest in highly profitable companies that carry low debt levels on their balance sheets and generate strong cash-flows that facilitate the payment of sustainable and growing dividends through time.

    We would like to invite you to join a live webinar with Mark Peden, Co-manager of the Kames Global Equity Income Fund. Mark will explain how he has been managing this period of market stress and the latest positioning of the portfolio.
  • The Analytics and AI Approach to the Customer Experience
    The Analytics and AI Approach to the Customer Experience
    Melanie Turek VP of Research and Fellow, Connected Work, Frost & Sullivan Jun 9 2020 1:00 am UTC 35 mins
    With the rise of mobile and social technologies, customers are more knowledgeable and empowered than ever before. Their ability to access and share information gives them enormous control—and they know it.

    As a result, they expect data-driven, personalized interactions at every stage of the customer experience. Frost & Sullivan research shows that one of the clearest trends in customer engagement is the shift from traditional to digital interactions. Buyers like self-service, automated channels because they want easy access to information, on their time line, from anywhere. At the same time, agents want to discard the routine tasks that lower job satisfaction and lead to boredom and churn.

    AI and ML help companies leverage real-time and historical information to deliver a contextual, relevant and highly personal customer experience while improving agent morale. This webinar will show you how.
  • Data and Machine Learning in Financial Fraud Prevention
    Data and Machine Learning in Financial Fraud Prevention
    Kayla Hartman, Data Analyst, Alloy Jun 9 2020 3:00 am UTC 34 mins
    According to Capgemini’s World Payments Report 2017, global digital payments are expected to rise to roughly 726 billion transactions in 2020. The growth of digital financial services offers innumerable opportunities, expanding access to financial services products and allowing for essentially instantaneous feedback loops. With these opportunities, however, also come risks, including fraud. The threat of fraud requires financial services organizations to act proactively to minimize losses due to fraud. Analysis of data surrounding their customers and transactions is an essential effort to ensure the benefits of the digital payments space continue to outweigh the risks.

    In this webinar, Kayla Hartman will discuss the various ways data is used in fraud prevention. As a Data Analyst at Alloy, a fintech company that provides identity verification APIs for clients’ KYC (know your customer) and AML (anti-money laundering), she has firsthand experience in enhancing fraud prevention efforts through data analysis. She will dive into the ways the use of data is currently advantageous to fraud prevention, as well as the challenges that are presented in this quickly changing space.
  • Managing Digital Adoption: Banking & Payments in a Contactless World
    Managing Digital Adoption: Banking & Payments in a Contactless World
    Dr. Louise Beaumont | Simon Cureton, Funding Options | Matt Phillips, Diebold Nixdorf | Ioannis Mallios, Profile Software Jun 9 2020 4:00 am UTC 60 mins
    A discussion on open banking, the accelerating need for mobile and contactless payments, and how the ecosystem is being disrupted by COVID-19.
  • Banking & Payments Trends in APAC
    Banking & Payments Trends in APAC
    Johnny Ang, Yingyu Wang & Siobhan Hartnoll Jun 9 2020 6:00 am UTC 60 mins
    The simplicity of contactless payments is driving fintech adoption by consumers in APAC. The necessity of reducing contact with others - driven by coronavirus - is bolstering adoption as well. But, the challenge in streamlined access is security and fraud, especially with an increasingly digital society. Join this panel to hear about news in the banking & payments ecosystem, including:
    - How the payments industry is adapting to a COVID-19 World
    - New ways to detect & reduce fraud and eliminate chargebacks
    - How trade sanctions may affect banking regulations

    Speakers:
    Johnny Ang, Regional Senior Director, Business Development, Value Added Services, APAC, Wirecard (Moderator)
    Yingyu Wang, Managing Director, Taylor Vinters Via LLC
    Siobhan Hartnoll, Head of APAC Business Development, Featurespace
  • Schroder Real Estate Investment Trust – Full Year Results
    Schroder Real Estate Investment Trust – Full Year Results
    Duncan Owen and Nick Montgomery Jun 9 2020 8:00 am UTC 60 mins
    Join portfolio managers, Duncan Owen and Nick Montgomery, as they present the company’s full year results for the year ending 31 March 2020.
  • SDG Credits - winning by not losing?
    SDG Credits - winning by not losing?
    Guido Moret, Head of Sustainability Integration Credits & Erik Keller, Client Portfolio Manager Global Credits Jun 9 2020 8:00 am UTC 45 mins
    A unique screening approach developed by Robeco in 2018 enables us to invest in the credits of companies that can contribute to the Sustainable Development Goals (SDGs). Last year, our analysis showed that sectors that were positively aligned with the SDGs had a lower credit risk. Furthermore, sectors with a positive or neutral SDG rating over a five-year period had a superior risk/return relationship compared to those with negative SDG scores.
    In our latest webinar, Guido Moret, Head of ESG Integration for Credits, and Erik Keller, Senior Client Portfolio Manager for Global SDG Credits, will outline the contribution that this SDG measurement framework has made to performance, especially in the wake of the Covid-19 sell-off. They will discuss whether any sector biases have emerged compared to mainstream strategies, and what can we expect going forward in terms of returns.
    Our interactive live webinar format allows you to connect with the presenters, along with their presentations, and ask questions afterwards. We focus on one topic – in this case, SDG Credits – with a full Q&A. So, don't miss your chance to get the inside story and expert view on how credits investing is really playing out during a crisis!
  • BMO Universal MAP: How has active management at a low cost weathered the storm?
    BMO Universal MAP: How has active management at a low cost weathered the storm?
    Paul Niven and Keith, BMO Multi-Asset Team Jun 9 2020 10:00 am UTC 90 mins
    Join Paul Niven and Keith Balmer as talk through performance on the Universal MAP range including the active asset allocation moves being made as a reaction to COVID-19.
  • UK Equity Income: Investment Considerations & Dividend Scenarios
    UK Equity Income: Investment Considerations & Dividend Scenarios
    Colin Morton, Manager, Franklin UK Equity Income Fund Jun 9 2020 10:00 am UTC 45 mins
    Please join Colin Morton, manager of the Franklin UK Equity Income Fund, who will share his investment outlook and detail how he is positioning his portfolios in the current environment. Colin’s presentation will be tailored for professional fund buyers and will cover the key themes and stock ideas that are central to his thinking;
    •Key themes driving performance
    •Recent portfolio changes
    •Outlook and positioning
  • Spotlight on... Apiax
    Spotlight on... Apiax
    Cédric Neuville, Head of Delivery, Wealth Dynamix Jun 9 2020 1:00 pm UTC 30 mins
    We are excited to launch ‘Spotlight on…’, a new series of webinars where we sit down for a cozy fireside chat with our partners from the wealth management industry.

    In this episode we welcome Ralf Huber, Co-founder of Apiax, to discuss

    •What are the current technology related challenges and opportunities in wealth management?
    •What combination of technologies can help wealth managers embrace the new way of working?
    •When you look at the technology capabilities and resources now available to the wealth management sector, what excites you most?

    Look out for more exciting discussions in this webinar series!
  • International Technology Sector Review
    International Technology Sector Review
    Lei Qiu - Portfolio Manager—International Technology; Senior Research Analyst—Thematic & Sustainable Equities Jun 9 2020 1:00 pm UTC 60 mins
    Please join Lei Qiu for a discussion on AB's International Technology Portfolio
  • When Low Volatility Isn’t Low
    When Low Volatility Isn’t Low
    Intech CEO and CIO, Adrian Banner Ph.D., and David Schofield, Intech’s International Division President; Brendan Maton, IPE Jun 9 2020 1:00 pm UTC 75 mins
    Equity investors found few places to hide in this year’s drawdown. Even low volatility strategies underperformed in their first real test since the global financial crisis. Intech identified an anomalous shift in stock betas as the culprit, but why did so many low volatility strategies have trouble circumventing this dislocation? The answer to this question is an opportunity for plan sponsors to learn the important distinctions between defensive equity implementations.

    In this webcast, Intech CIO, Dr. Adrian Banner, and Intech President, David Schofield, will demonstrate how simple differences in implementation can lead to a wide range of outcomes. They will explore:

    - How the dislocation in stock betas affected market structure
    - Why some low volatility approaches prove more resilient
    - Which key factors to consider when evaluating defensive equity strategies

    Presented by: Intech CEO and CIO, Adrian Banner Ph.D., and David Schofield, Intech’s International Division President.
    Moderator: IPE’s Brendan Maton
  • The Royal Mint Physical Gold ETC | Investing in Responsibly Sourced Gold
    The Royal Mint Physical Gold ETC | Investing in Responsibly Sourced Gold
    Jatin Patel, Head of Wealth Management, The Royal Mint & Hector McNeil, Co-CEO, HANetf Jun 9 2020 2:00 pm UTC 60 mins
    For professional investors only. When you trade ETFs, your capital is at risk.

    In February this year, Britain’s oldest institution The Royal Mint became the first Sovereign Mint in Europe to launch a physically-backed gold exchange traded commodity (ETC), leveraging it’s unique 1,100 year reputation for trust and security to provide a compelling, new opportunity for investors.

    Hear from Jatin Patel, Head of Wealth Management at the The Royal Mint and Hector McNeil, Co-CEO at HANetf, where they will cover:

    • The history of The Royal Mint

    • The Royal Mint’s business lines

    • Introducing The Royal Mint Physical Gold ETC (RMAU): gain exposure to responsibly sourced gold bars and reduce systemic risk

    • Outlook for gold

    • Q&A
  • Thematic Investing: Technological Transformation
    Thematic Investing: Technological Transformation
    Justin Simler, Tatton IM | Richard Lightbound, Robo Global | Saby Roy, Accenture | Christopher Gannatti, WisdomTree Jun 9 2020 3:00 pm UTC 60 mins
    The disruptive power of technology provides both the opportunity for transformation and a significant threat to any incumbents who do not respond effectively.

    In Episode 3 of Thematic Investing: How Megatrends Power Thematic Portfolios, the panelists will discuss how different industries are being affected by shifts in technologies and what it means for investors. The discussion will also consider how transformative technologies will impact on other megatrends such as geopolitics. Specific areas of discussion include:


    Our Panel includes:
    [Moderator] Justin Simler of Tatton Investment Management
    Richard Lightbound, CEO, EMEA of Robo Global
    Saby Roy, AI Engineering Lead, Applied Intelligence, Accenture UKI
    Christopher Gannatti, Head of Research, Europe for WisdomTree
  • Modern China: Financial Cooperation for Solving Sustainability Challenges
    Modern China: Financial Cooperation for Solving Sustainability Challenges
    Cary Krosinsky, Real Impact Tracker and Ben Yeoh, RBC Global Asset Management (UK) Limited Jun 9 2020 3:00 pm UTC 75 mins
    Please join Cary Krosinsky, co-founder of Real Impact Tracker, and Lecturer at Yale University, in conversation with Ben Yeoh, Senior Portfolio Manager, RBC Global Equity, as they discuss Cary's new book Modern China: Financial Co-operation for Solving Sustainability Challenges. The book is an on-the-ground perspective of what’s really happening in China today; the country’s recent growing economy, its desire and need to solve environmental challenges and the new positive dynamic created by its need for foreign capital.
  • Supply chain management during the COVID-19 crisis
    Supply chain management during the COVID-19 crisis
    The PRI, Robeco, OECD and United Nations University Jun 10 2020 8:00 am UTC 60 mins
    The COVID-19 crisis has given more visibility to already existing social issues and has brought to the forefront the importance for businesses to embed and respect human rights. During this webinar we will cover some of the social risks that have been amplified during the crisis particularly when it comes to global supply chains, including modern slavery, health and safety and layoffs and lack of income protection for workers. We will also cover, how investors are adapting their engagement practices and their expectations for companies now and during the recovery to better prepare and become more resilient to shocks in the future.

    The webinar will last for 60 min, and there will be opportunity for Q&A.

    Speakers include:
    James Cockayne , Director, United Nations University
    Peter van der Werf, Senior Engagement Specialist, Director, Team Lead Engagement, Robeco
    Barbara Bijelic, Legal Expert, Responsible Business Conduct, OECD
    Moderated by: Elena Espinoza, Manager, Social Issues, PRI
  • WealthTech Talks: In conversation with Cappitech
    WealthTech Talks: In conversation with Cappitech
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Jun 10 2020 8:00 am UTC 60 mins
    In this second edition of our ‘WealthTech Talks: In conversation with’ series, our co-founder Stephen Wall will interview Ronen Kertis, CEO of Israeli-headquartered RegTech player Cappitech. During the interview, Ronen will provide an overview of Cappitech, its background and reason for being, its focus and solution set, its view on the regulatory trends, challenges and status of the wealth management sector and the firm’s role in supporting the business need of a changing wealth management sector.

    Through this webinar, we will speak with Ronen to understand aspects of his business, including:

    • Its origins and developments of the business since its founding
    • Its history and client base in the wealth management sector
    • Its value proposition to the sector and differentiating factors
    • The firm’s current solution offering and how that will further develop in the wealth management space and why
    • Ronen’s views on various aspects of regulation and RegTech in wealth management
    • How Cappitech sees the market and its coming developments

    We look forward to our discussion with Ronen on June 10th and learning more about Cappitech and its role in the wealth management sector.
  • DWS ESG TALKS - Taking Climate Stewardship to the Next Level
    DWS ESG TALKS - Taking Climate Stewardship to the Next Level
    Nezhla Mehmed, LL.M., Corporate Governance Specialist, & Michael Lewis, Head of ESG Thematic Research, DWS Jun 10 2020 8:30 am UTC 45 mins
    Please join us every week for our 'DWS ESG TALKS' webinar series where Michael Lewis, Head of ESG Thematic Research, will be discussing the current issues impacting ESG. He will be joined by DWS ESG experts across the platform incorporating all asset classes and business lines.

    On Wednesday 10th June, Michael will be joined by Nezhla Mehmed, an ESG Specialist in the Corporate Governance Center at DWS. Together they will explore why and how investor action on climate risk needs to be taken to the next level. Stewardship and active ownership have become central in the world of investments and being a responsible investor, once a niche area, is becoming essential and ultimately a licence to operate from a fiduciary perspective. As we are battling COVID-19, we realise just how vulnerable our global capital market is to unexpected developments and how we need to act together to address a common issue, whether a global disease or climate change.

    Agenda:
    _The urgency of the climate crisis and how Covid-19 might invigorate action and change investing forever
    - How regulatory developments are increasingly fostering long-termism
    - Stewardship creates added value not only in qualitative but also in quantitative terms, and it is becoming an important driver for asset manager selection
    - Are investors doing enough: the need to focus on relevant areas in evaluating progress of companies’ climate policies

    Speakers:
    _ Nezhla Mehmed, LL.M., Corporate Governance Specialist, DWS
    _ Michael Lewis, Head of ESG Thematic Research, DWS
  • Liontrust Views - An introduction to the Liontrust Economic Advantage process
    Liontrust Views - An introduction to the Liontrust Economic Advantage process
    Julian Fosh Jun 10 2020 9:00 am UTC 45 mins
    In this webinar, Julian Fosh will provide an introduction to the Liontrust Economic Advantage process and the team's funds, and look at what opportunities they are finding across the UK stock market.
  • Rathbone Multi-Asset Portfolios update
    Rathbone Multi-Asset Portfolios update
    David Coombs Jun 10 2020 9:00 am UTC 60 mins
    David will be discussing the speed of the recovery now underway in most countries (ex UK) and outlining his thoughts on whether nesting and the return of the family meal are signs of structural change in consumer demand or just red herrings.
  • Jupiter Merlin Market Update Webcast - 10th June 2020
    Jupiter Merlin Market Update Webcast - 10th June 2020
    Jupiter Independent Funds team Jun 10 2020 10:00 am UTC 60 mins
    In the latest of our Merlin webcasts series, we will provide you with updates from the Jupiter Independent Funds team on how they view current markets. With an eye on long-term opportunities, they will also discuss the positioning of the Jupiter Merlin Portfolios and how they look to mitigate against downside risk. You will have the opportunity to submit any questions or concerns you may have through the webcast portal.
  • Value of an Adviser: Sequential Risk
    Value of an Adviser: Sequential Risk
    Stephen Doran, Client Portfolio Manager and Sean Clark, Director, Strategic Relationships Jun 10 2020 10:00 am UTC 60 mins
    Clients are more sensitive to market volatility as they approach retirement, but many still need to take some risk if they are to achieve their objectives. In this webinar we’ll discuss how you can help your clients navigate through sequential risk.
  • Seilern Funds – Présentation générale (en Français en partenariat avec K Funds)
    Seilern Funds – Présentation générale (en Français en partenariat avec K Funds)
    Corentin Massin, Seilern Investment Management & Jocelyn Kiefe, K Funds Jun 10 2020 12:30 pm UTC 60 mins
    Corentin Massin, gérant de portefeuille, présente la société, sa philosophie et son approche de gestion ainsi que le positionnement actuel.
    La webconférence sera aussi l’opportunité de poser des questions directement en ligne à l’équipe de gestion en fin de présentation.
  • Volatility provides opportunities for stock pickers
    Volatility provides opportunities for stock pickers
    Sam Cosh and Lucy Morris, Fund Managers Jun 10 2020 1:00 pm UTC 45 mins
    Low interest rates and reasonable economic growth had led to valuations of some high quality small cap growth stocks reaching extreme levels. The recent crisis precipitated an extreme sell off across markets, leaving some world class smaller companies at attractive valuations. Sam and Lucy discuss how they have used this rare opportunity to add some great businesses to European Assets Trust’s portfolio at good prices, laying a foundation for future returns potential.
  • Fixed income: beware the sirens of complacency
    Fixed income: beware the sirens of complacency
    Nick Maroutsos & Jason England Jun 10 2020 2:00 pm UTC 60 mins
    After the economic and market shock of recent months it is easy for investors to assume that policy stimulus and an easing of lockdowns will lead to a return to normality. In this presentation Nick Maroutsos and Jason England, co-managers of the Absolute Return Income strategy at Janus Henderson, discuss:

    •The risks that are facing fixed income markets as corporate borrowers adjust to a new reality, government debt loads swell and political concerns return.
    •Why it is more important than ever to identify value on the yield curve.
    •How they have positioned the portfolio to capture opportunities and navigate market volatility.