Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.
Alex Gunz, Heptagon Future Trends Equity Fund ManagerRecorded: Nov 23 202035 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.
Stephen Wall, Co-Founder & Head of Marketplace & Content, The Wealth MosaicRecorded: Nov 23 202059 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.
Alejandro Arevalo and Reza KarimRecorded: Nov 23 202037 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.
Polina Kurdyavko, Laurence Bensafi, Mike HigginsRecorded: Nov 20 202049 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.
Mark Foster, Global Head of Pensions Solutions, Aberdeen Standard InvestmentRecorded: Nov 20 202045 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.
Lauren Wilkinson | Pensions Policy InstituteRecorded: Nov 19 202041 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
Eric Shirbini, Global Research and Investment Solutions Director, Scientific Beta | Brendan Maton, IPERecorded: Nov 19 202064 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.
Paul Niven and Keith Balmer, BMO Multi-Asset TeamRecorded: Nov 19 202050 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.
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.
Mark Phelps and Jim TierneyRecorded: Nov 19 202061 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.
Oliver Madden | IHS Markit | Director, Securities LendingRecorded: Nov 19 202061 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.
Adrienn Sarandi, Vicki Bakhshi, Pavan Bhardwaj, Joanne EthertonRecorded: Nov 19 202077 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.
Alex Rowe, Lead Portfolio Manager - Global Sustainable EquityRecorded: Nov 19 202045 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
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.
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
Mike Ambery, Mark Van den Berghen, Alex RushRecorded: Nov 18 202090 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.
Michael Li, PhD, Senior Portfolio Manager | Kevin Lewis, CFA, CAIA, Senior Client Portfolio Manager, American Century InvestmRecorded: Nov 18 202053 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’.
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
Derek McLay, Chris BoxallNov 24 20202:00 pmUTC45 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.
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.
Michael J. Dugan, CFA: Executive Director and Client Portfolio Manager, Nomura Corporate Research and Asset Management IncNov 24 20203:00 pmUTC30 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
Alex Bryan, Director, Passive Strategies ; Dimitar Boyadzhiev, Senior Analyst, Manager ResearchNov 24 20203:00 pmUTC30 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.
Alex Bryan, Director, Passive Strategies, Manager Research
Dimitar Boyadzhiev, Senior Analyst, Manager Research, Passive Strategies, European Manager Research
Sasha Evers, Director General de BNY Mellon Investment Management para Iberia y LATAMNov 24 20203:00 pmUTC60 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?
Mobeen Tahir, Research, WisdomTreeNov 25 202010:00 amUTC30 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
Anish Rav, Head of Client Strategy, Atlas Master TrustNov 25 202010:00 amUTC45 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.
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.
Mike Clements, Pras Jeyanandhan and Kevin AddisonNov 25 202011:00 amUTC60 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.
Frank Schnattinger, Chefredakteur IPE D.A.CHNov 25 202012:30 pmUTC75 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
Einleitung und Themenübersicht
Frank Schnattinger, Chefredakteur
Alternatives in COVID – Understanding Investment Cycles in Crisis Markets: Case Studies from Private Equity and Infrastructure
Dr. Michel Degosciu, Managing Partner
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
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.
David Schofield - President, Intech International Division | Iheshan Faasee, Managing Director, Client Portfolio ManagerNov 25 20202:00 pmUTC75 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?
• David Schofield - President, Intech International Division
• Iheshan Faasee - Managing Director, Client Portfolio Manager
José Pellicer, Alex Greaves, David Jackson and Richard van den Berg, M&G Real Estate | Richard Lowe, IPE Real AssetsNov 26 20209:00 amUTC75 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.
• 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
Lucy Heavens, Marketing Director, Wealth DynamixNov 26 20209:30 amUTC45 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?
Michael Lewis, Murray Birt & Gunnar FriedeNov 26 20209:30 amUTC45 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.
_ The history of the shareholder versus stakeholder debate
_ How investor and corporate perception and behaviours are changing
_Towards a new framing of business purpose
_ Gunnar Friede, Head of ESG, Multi-Asset & Solutions
_ Michael Lewis, Head of ESG Thematic Research
_ Murray Birt, Senior ESG Strategist
Nikos Karelos/John Mallios, Profile Software | Carl Jabbour, Fiduciam Ltd. | Simon Bateman, Allica BankNov 26 202010:00 amUTC45 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.
Mike Clements, Pras Jeyanandhan, James Lynch, Josh McCathie and Lawrence GoslingNov 26 202011:00 amUTC60 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.
Mario Bassi, Senior Adviser, The Wealth MosaicNov 26 202012:00 pmUTC60 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
• Marco Borer, WM Client Centric Design & Innovation, UBS
• Claudia Hauser, Financial Services Director, Microsoft Corporation
• Christine Schmid, Head Strategy, additiv
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.
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.