Hi [[ session.user.profile.firstName ]]

UK Wealth Managers

  • Asia – Looking Beyond Macro Uncertainties
    Asia – Looking Beyond Macro Uncertainties
    Eric Moffett Live 60 mins
    With US-China trade tensions and fears over China’s economic slowdown continuing to cloud the near-term outlook, where can investors in Asia turn to and what do these significant headwinds mean for the region’s longer-term prospects?
    In this webinar, Portfolio Manager Eric Moffett will discuss his perspectives on the Asia region, its unique challenges and highlight how finding quality, growth-compounding businesses can help deliver more consistent returns and mitigate heightened market volatility across the cycle.
    Please join us for this live event on Wednesday 16 October at 10:00 BST / 11:00 CET, during which you will be able to put your questions directly to Eric.
  • European Small Caps: the sweetest spot in European Equities
    European Small Caps: the sweetest spot in European Equities
    Sam Cosh and Lucy Morris Recorded: Oct 15 2019 39 mins
    Sam Cosh and Lucy Morris, portfolio managers for European Asset Trust, will discuss why economic and political volatility provides the opportunity for long term investors to outperform in a fundamentally attractive sector. A huge pool of diverse businesses means that focused stock pickers can build a portfolio of businesses that offer structural niche growth and strong management teams yet do so with valuation support.
  • Jupiter Asset Management: Ariel Bezalel - Jupiter Strategic Bond Fund (Oct 2019)
    Jupiter Asset Management: Ariel Bezalel - Jupiter Strategic Bond Fund (Oct 2019)
    Ariel Bezalel Recorded: Oct 15 2019 51 mins
    Ariel Bezalel, Head of Strategy, Fixed Income, provides his latest quarterly update.

    Ariel will discuss why he is sceptical that US rate cuts can drive a sustainable rally, his views on the latest macro data and trends as well as the latest moves from global central banks. He will also cover his current portfolio positioning and investment themes.

    Ariel Bezalel started his career at Jupiter and has been a member of the Fixed Income team since 1998 and a fund manager since 2000. He is currently Head of Strategy, Fixed Income.
  • Q3 Overview - LF Gresham House UK Micro Cap Fund
    Q3 Overview - LF Gresham House UK Micro Cap Fund
    Ken Wotton and Brendan Gulston Recorded: Oct 14 2019 21 mins
    Hear from our Fund Managers, Ken Wotton and Brendan Gulston, as they share views on the market and discuss performance over the third quarter of 2019.

    Please note Livingbridge Equity Funds has been renamed Gresham House Equity Funds following the sale in November 2018.
  • Global Equities update with Dr. Ian Heslop & Justin Wells - Q3 2019 PM
    Global Equities update with Dr. Ian Heslop & Justin Wells - Q3 2019 PM
    Ian Heslop and Justin Wells Recorded: Oct 10 2019 29 mins
    Please join Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, for their quarterly review update call. They will update you on the global equities team’s latest market analysis, and share with you their assessment of recent changes in investor sentiment and risk appetite.

    They will review the performance of the strategies managed by the global equities team, explain how they are positioned in the current market environment, and as always will be happy to take your questions.

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    006633132499 - Japan Toll Free
    00801 126875 - Taiwan Toll Free
    800 120 4789 - Singapore Toll Free
    001 800 44 2132 - Thailand Toll Free
    1 800 813 207 - Malaysia Toll Free
    00 308 13 1807 - South Korea Toll Free
    800 900 476 - Hong Kong Toll Free

    Password: 68652
  • Global Equities update with Dr. Ian Heslop and Justin Wells - Q3 2019 AM
    Global Equities update with Dr. Ian Heslop and Justin Wells - Q3 2019 AM
    Dr. Ian Heslop and Justin Wells Recorded: Oct 10 2019 30 mins
    Please join Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, for their quarterly review update call. They will update you on the global equities team’s latest market analysis, and share with you their assessment of recent changes in investor sentiment and risk appetite.

    They will review the performance of the strategies managed by the global equities team, explain how they are positioned in the current market environment, and as always will be happy to take your questions.

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    006633132499 - Japan Toll Free
    00801 126875 - Taiwan Toll Free
    800 120 4789 - Singapore Toll Free
    001 800 44 2132 - Thailand Toll Free
    1 800 813 207 - Malaysia Toll Free
    00 308 13 1807 - South Korea Toll Free
    800 900 476 - Hong Kong Toll Free

    Password: 68652
  • Rethinking value: A smarter approach to global defensive equities
    Rethinking value: A smarter approach to global defensive equities
    Laurent Nguyen and Gabriele Susinno, Pictet Asset Management; Brendan Maton, IPE Recorded: Oct 8 2019 64 mins
    Being a value investor during the longest equity bull market on record has been a brutal undertaking. Amplified by extraordinary monetary stimulus from central banks, growth-driven glamour stocks have flourished over the past decade. Meanwhile, digital transformation has caused some cheap stocks in certain industries to become ‘falling knives’ in terminal decline.

    Pictet’s Global Defensive Equities managers believe that because value is hard to find, it is more valuable than ever.

    In this webinar, they explain why a more multi-faceted understanding of value should be the cornerstone of a more defensive equities approach. In particular, they will explore:

    • Why they believe that growth and risk are often mispriced in equity markets due to behavioural biases
    • How their proprietary ‘4P’ dynamic framework aims to exploit this market anomaly by identifying mispriced securities
    • Why they believe that quant augmented by fundamental judgment results in more robust and efficient portfolio management

    Presented by:
    • Laurent Nguyen, Head of Global Defensive Equities, Pictet Asset Management
    • Gabriele Susinno, Senior Client Portfolio Manager, Pictet Asset Management

    Moderator:
    • Brendan Maton, IPE
  • Delivering strong returns from UK Equities, Responsibly
    Delivering strong returns from UK Equities, Responsibly
    Catherine Stanley, Fund Manager Recorded: Oct 8 2019 29 mins
    It’s a common misconception that investors have to forego some returns to invest in line with their principles. The strong performance of our UK Responsible Funds firmly belies this view. Catherine will discuss BMO’s long heritage in responsible investing, her investment process and show that businesses with good quality fundamentals and strong responsible credentials can be a winning combination
  • Sustainable Investing: Tools to spot the different shades of green
    Sustainable Investing: Tools to spot the different shades of green
    Triodos Investment Management | Andrea Palmer & Wouter van Maanen Recorded: Oct 4 2019 28 mins
    With the rise of sustainable investing, a spectrum has emerged. We call this the 50 shades of green.

    Triodos IM sustainable investment experts, Wouter van Maanen, Investor Relations Manager, and Andrea Palmer, Product Specialist, will shed light onto the most widely used sustainable investment strategies and dive into the key characteristics that make them each unique. They will explore ESG integration, best-in-class, negative exclusions, and impact investing. This webinar will equip you with the tools to identify the different ‘shades of green’ and to assess which of these strategies best fit your beliefs, needs, and ambitions.
  • Factors in Fixed Income - First Trust Global Rates & Currency Strategy Research
    Factors in Fixed Income - First Trust Global Rates & Currency Strategy Research
    Leonardo Da Costa (Director & Portfolio Manager) and Anthony Beevers (Portfolio Manager) Recorded: Oct 3 2019 47 mins
    In recent times, global interest rate markets have endured heightened volatility while certain yields across the global fixed income universe have turned negative. On this webinar, two of First Trust’s fixed income portfolio managers will discuss the opportunity set through a fixed income factor lens, as well as the attractiveness of individual country yield curves and currencies based on objective investment factors.

    Key Discussion Points:

    •Define carry, value and momentum factors impacting currencies and yield curves
    •Evidence the effectiveness of these factors
    •Apply these factors to real life examples
  • Conviction in UK Mid Cap: the market cap sweet spot for UK equities
    Conviction in UK Mid Cap: the market cap sweet spot for UK equities
    David Moss, Matthew Parker Recorded: Oct 2 2019 30 mins
    The Mid Cap asset class has been a long-term outperformer; underpinned through a nimbleness to grow but with established leading positions in industry niches. We expect this combination to support continued outperformance, offering investors the best prospects for future value creation.

    David Moss and Matthew Parker, Portfolio Managers for the UK equity team will discuss how we differentiate versus peers through our core Mid Cap offering.
  • Multi asset quarterly review
    Multi asset quarterly review
    Trevor Greetham Recorded: Oct 1 2019 39 mins
    Amid the political and economic uncertainty across the globe, what are the main factors affecting investors and the implications for asset allocation? Trevor Greetham, Head of Multi Asset at Royal London Asset Management, considers these points in his latest webinar.
  • Sector Investing via Futures – the why, what and how
    Sector Investing via Futures – the why, what and how
    Paul Woolman, CME Group; Tim Edwards, S&P DJI; Brendan Maton, IPE Recorded: Oct 1 2019 58 mins
    Market participants around the world – from major institutional investors to active individual traders – use Futures and ETFs to gain access to benchmark equity index sector exposure. These two instrument types are typically preferred for their sector exposure, liquidity, pricing, and ease of trading, relative to alternatives.

    Join our webinar to hear from Paul Woolman, Head of Equities EMEA at CME Group, and Tim Edwards, Managing Director, Index Investment Strategy at S&P Dow Jones Indices, as they provide a full overview of Equity Sector Investing in the context of Futures and ETFs – across these seven key factors:

    • Granular Exposure, providing diversification and the ability to target specific sectors
    • Relevance, the driving role of sectors in recent U.S. equity performance, scales of outperformance opportunity, and the applications for active strategies
    • Cost comparison of expenses that affect the total cost between Futures and ETFs
    • Liquidity analysis across several US benchmark equity Futures and ETFs
    • Capital efficiencies and key features of margin offsets in Futures vs the fully funded nature of ETFs
    • Operational efficiencies, such as opportunities for currency exposure, UCITS eligibility and managing the roll
    • Tax considerations and applications for Futures and ETFs

    This event is hosted by Brendan Maton from IPE
  • Real Integrity: Promoting integrity in organisations
    Real Integrity: Promoting integrity in organisations
    Dr Jim Baxter Recorded: Oct 1 2019 63 mins
    In this webcast, Dr Jim Baxter from the Inter-Disciplinary Ethics Applied (IDEA) Centre at the University of Leeds discusses how organisations can build a culture of integrity. In the first part of the presentation, Jim will address what it means to have integrity, both for an individual and for an organisation. From here, Jim will go on to consider some barriers to the successful promotion of integrity, and finally will discuss a number of ways in which employees can contribute to an ethical culture within their own organisation. The webcast will draw on insights from academic ethics, and also on a substantial piece of research, involving 92 interviews in 15 different UK organisations, which Jim carried out in 2012. The webcast will be interactive and practically focused, concentrating on methods which participants can use in their own organisation.

    Dr Jim Baxter is an academic consultant working at the Inter-Disciplinary Ethics Applied (IDEA) Centre at the University of Leeds. Jim manages the IDEA Centre’s training, consultancy and applied research portfolio, providing ethical review and consultancy services, training and continuing professional development, as well as applied research, to a wide range of organisations including professional bodies, public bodies and private sector businesses. He recently completed his PhD on the moral responsibility of psychopaths.

    Jim is the main researcher and author of the report Real Integrity: Practical solutions for organisations seeking to promote and encourage integrity.
  • Is sustainable investing ethical?
    Is sustainable investing ethical?
    Mike Fox, Head of Sustainable Investments Recorded: Sep 27 2019 43 mins
    The terminology can be confusing – what is the difference between sustainable and responsible, for example? The sector’s newly-fashionable status has led to some blurring of the terminology in the scramble to launch new products. So Mike Fox describes the sustainable investing landscape and explains the benefit of doing right rather than avoiding the bad.
  • ESG Integration in Sovereign Debt: Emerging and Developed Markets #2
    ESG Integration in Sovereign Debt: Emerging and Developed Markets #2
    PRI, BlueBay Asset Management, RobecoSAM, Emerging Markets Investors Alliance Recorded: Sep 26 2019 64 mins
    Join the PRI, BlueBay Asset Management, RobecoSAM and Emerging Markets Investors Alliance for a webinar on 19 September and on 26 September to hear about the findings of our new report, A Practical Guide to ESG Integration in Sovereign Debt. Investors are formalising approaches to systematic ESG integration across all asset classes – and sovereign debt is no exception. This new guide captures recent progress, provides guidance on assessing and integrating ESG factors at the research, security, and portfolio levels, and outlines areas where further progress is required.

    Speakers include investors who are actively considering ESG factors in sovereign debt analysis, as well as important stakeholders providing valuable data and additional insight to the ESG integration process.

    Graham Stock, EM Senior Sovereign Strategist, BlueBay Asset Management
    Max Schieler, Executive Director, Senior SI Country Analyst, RobecoSAM
    Fergus McCormick, Director of Sovereign Research, Emerging Markets Investors, Alliance
  • Yield Book Analytics Webinar – what’s new for the liquidity ratio metrics?
    Yield Book Analytics Webinar – what’s new for the liquidity ratio metrics?
    Mikhail Bezroukov, Analytics Product Specialist Recorded: Sep 25 2019 49 mins
    The Yield Book is offering a new Liquidity Ratio metric that is able to incorporate both traded price and volume informationm, as well as adjust for yield curve and sector-wide movements. The suite of liquidity metrics is calculated daily and made available through multiple delivery channels, including the Yield Book, Add-In, and API for USD-denominated bonds. Historical data is available for a 5-year period, which allows backfill of significant datasets to create an internal golden source for liquidity calculation as well as backtest historical portfolio liquidity.The webinar will take a closer look at liquidity metrics and transaction-level approaches to liquidity ratio analytics within fixed income markets.

    The Webinar will cover:
    - The measure produces intuitive results allowing for comparison across bonds and market
    - Scalable measure that can be extended to global fixed income markets, beginning with coverage of the US corporate bond universe
    - Innovative approaches to infer a liquidity score for bonds that do not have observed trades

    Our live webinar will be hosted by Mikhail Bezroukov, Analytics Product Specialist.
  • SDGs and credit portfolios, delivering financial return and positive impact
    SDGs and credit portfolios, delivering financial return and positive impact
    Guido Moret, Head of Sustainability Integration Credits & Erik Keller, Client Portfolio Manager Global Credits Recorded: Sep 25 2019 44 mins
    The UN’s Sustainable Development Goals (SDGs) take the quest for sustainability to the next level by making integration tangible and measurable. Investors are becoming increasingly interested in investment products that contribute to the realization of these goals and at the same time offer attractive returns.

    Robeco and RobecoSAM have developed a comprehensive proprietary SDG measurement framework with clear, objective and consistent guidelines. Using this proprietary SDG framework, we can construct credit portfolios that are diversified across issuers and sectors, which make a clear positive contribution to the SDGs, and which also deliver attractive financial returns for our investors.

    In this webinar, Guido Moret, Robeco’s Head of Sustainability Integration Credits, will describe the framework for SDG credits investing. Erik Keller, Senior Client Portfolio Manager Global Credits, will explain how SDGs can be linked to credit portfolios.

    The themes that we will be discussing:
    •Why should investors embrace the SDGs?
    •And how can we construct our portfolios with a positive contribution to the SDGs?
    •What is the specific Robeco offer, in terms of SDG credits?
  • Livestream Discussion - Revolutionising the Banking and Securities Sector
    Livestream Discussion - Revolutionising the Banking and Securities Sector
    Leda Glyptis, 11:FS | Polina Evstifeeva, Deutsche Bank | Jennifer Bers, Onfido | Denise Bedell, Content Innovo Recorded: Sep 25 2019 59 mins
    "Banking and securities organisations are expected to accelerate business processes and innovate at a much faster scale than ever before. However, finding the balance between innovating and still staying compliant comes with its share of risks.

    Join this panel to learn:
    -How can financial institutions reduce operational expenses whilst also reducing risk
    -Best practices for data management and streamlining processes
    -The benefits and challenges of moving to the cloud"

    Leda Glyptis, Chief of Staff, 11:FS
    Jennifer Bers, VP of Sales, Onfido
    Denise Bedell, Executive Director, Content Innovo
    Polina Evstifeeva, Head of Regulatory Strategy - GTB Digital, Deutsche Bank
  • Livestream Discussion - The Future of Trade Finance
    Livestream Discussion - The Future of Trade Finance
    Rowan Austin, NatWest | Rebecca Harding | Enno-Burghard Weitzel, Commerzbank | Michael Sugirin, Standard Chartered Recorded: Sep 24 2019 38 mins
    When it comes to cross-border transactions, the shift to a digital landscape and infrastructure is a common challenge. The demand for clearinghouses, the rising competitive landscape, and the increasing need for new technology will no doubt impact the trade finance landscape.

    Join this panel to learn:

    -How can emerging technologies like blockchain be used to transform the future of trade finance?
    -How can global and regional banks better collaborate to create a more efficient ecosystem?
    -What are the interoperability challenges that arise, especially with regards to global supply chains?

    Rebecca Harding, Independent Economist
    Rowan Austin, Head of Trade Origination & Advisory, NatWest
    Enno-Burghard Weitzel, Head of Product Management Trade Services, Commerzbank
    Michael Sugirin, Global Head, Open Account Trade, Ecosystem & Trade Implementation,
    Transaction Banking, Standard Chartered
  • Miton Multi Asset Webinar
    Miton Multi Asset Webinar
    David Jane and Anthony Rayner Recorded: Sep 24 2019 38 mins
    In this webinar, fund managers David Jane and Anthony Rayner will provide a market update as well as discussing the importance of a pragmatic investment approach amongst a constant flow of market noise.
  • The WealthTech Talks: Client lifecycle management for wealth mgmt - What is it?
    The WealthTech Talks: Client lifecycle management for wealth mgmt - What is it?
    Ian Woodhouse, Head of Strategy & Change, Orbium Oct 16 2019 1:00 pm UTC 60 mins
    Wealth management is a business that has been built on a history of personal relationships, a deep understanding of the client and the allure of a highly personalised service. Historically, however, that model has been highly dependent on individuals and particularly relationship managers and featured little in terms of real process, workflow and focused technological support.

    In a more complex environment, think regulation, client expectations, competition, products and more, there is a striking need for process, workflow and technology to support, enhance and enable a better wealth management model. For every participant, client, adviser and wealth management business, there is a clear need and a clear benefit. Enter the role of client lifecycle management (CLM).

    CLM offers wealth managers a means to manage and coordinates the full process of the client relationship from prospecting and due diligence, to onboarding, maintaining the relationship throughout its duration, through to ‘offboarding’. For the modern wealth manager, this is a potentially fundamental toolkit to develop and benefit from a full view of the client and the client journey.

    In this webinar, you will hear from expert CLM vendors in the wealth management space who will provide their view on:

    •What CLM is, what it does and how wealth management firms can benefit
    •What needs, challenges and opportunities a wealth manager might exhibit to benefit from CLM
    •What trends are at play and what developments and capabilities are coming to further develop and improve the existing CLM offering
    •What is it wealth managers want to see from CLM now and looking forward
    •Where the CLM sits in the technology infrastructure of the modern wealth manager and how it interacts with other parts of that environment
  • The financial materiality of ESG factors for fixed income investors
    The financial materiality of ESG factors for fixed income investors
    PRI, SASB, PineBridge Investments and Breckinridge Capital Advisors Oct 16 2019 3:00 pm UTC 60 mins
    The PRI will host this webinar jointly with the Sustainable Accounting Standards Board (SASB) to help fixed income investors appreciate the financial materiality of ESG factors in bond valuations and credit risk.

    Carmen Nuzzo, Head of Fixed Income, PRI
    Gail Glazerman, Sector Analyst, SASB
    Alessia Falsarone, Head of Sustainable Investing, Fixed Income, PineBridge Investments
    Robert Fernandez, CFA, Director of ESG Research, Breckinridge Capital Advisors
  • Jupiter Asset Management: 1 Year of Jupiter's Multi-Asset Income Strategy
    Jupiter Asset Management: 1 Year of Jupiter's Multi-Asset Income Strategy
    Talib Sheikh Oct 17 2019 7:30 am UTC 60 mins
    Join Talib Sheikh and the team for an update on Jupiter's Multi-Asset Income Strategy, including first year performance, the macro outlook and current positioning.

    Talib Sheikh joined Jupiter in June 2018 and is Head of Strategy, Multi-Asset. He manages the Jupiter's Multi-Asset Income Strategy. Before joining Jupiter, Talib was managing director and portfolio manager at JP Morgan Asset Management where he has worked for nearly 20 years. He was instrumental in the formation and growth of the Multi-Asset Solutions team, since inception in 2004. Over this time, Talib has managed a number of products including multi-asset income, target return and flexible balanced funds plus diversified institutional accounts.

    Talib has an MSc in International Agricultural Marketing from Newcastle University and is a CFA® charterholder.
  • Multi Asset Credit Fund — 7-up and still fizzing
    Multi Asset Credit Fund — 7-up and still fizzing
    Colin Fleury & David Milward Nov 5 2019 10:00 am UTC 60 mins
    Date: Tuesday 5 November 2019 | 10am
    As the outlook for global growth becomes more uncertain and market sentiment more cautious, Head of Secured Credit, Colin Fleury, and Head of Loans, David Milward, portfolio managers of the fund, discuss current issues facing fixed income investors. Sharing how they are navigating the late cycle credit markets, they will expand on their asset allocation preferences in the current environment.

    With the fund currently celebrating its 7th anniversary in 2019, the managers also offer thoughts on what they have learnt from managing the fund over the past seven years and how this will help them manage through a somewhat uncertain future.

    Key points:
    •Market review
    •Trends in the underlying asset classes
    •A 7 year milestone
    •Performance and positioning
    •Outlook and Q&A
  • Jupiter Merlin Portfolios webcast
    Jupiter Merlin Portfolios webcast
    Jupiter Independent Funds team Oct 22 2019 1:00 pm UTC 60 mins
    The Jupiter Merlin Portfolios are managed by the Jupiter Independent Funds team, consisting of fund managers John Chatfeild-Roberts, Algy Smith-Maxwell, Amanda Sillars, David Lewis and product specialist Alastair Irvine. In this webcast, the team will present their latest views on markets and fund choices for the Jupiter Merlin Portfolios.

    To watch the live webcast or access the replay after the event, please register.
  • Trends in financial inclusion: Regional perspectives from a global investor
    Trends in financial inclusion: Regional perspectives from a global investor
    Triodos Investment Management | Regional experts and moderated by Dirk Elsen, Director Emerging Markets Oct 24 2019 12:00 pm UTC 45 mins
    Financial Inclusion: For What? is a call to action for our community to reexamine our goals and renew efforts to achieve them. During Financial Inclusion Week this year, October 21-25, 2019, Triodos Investment Management will host a webinar with top experts from Latin America, East and Southeast Asia, Eastern Europe, Caucasus and Central Asia, Africa & Middle East. During the webinar Dirk Elsen, Director Emerging Markets at Triodos Investment Management, together with regional experts will explore trends, developments, challenges, evolution and relevance of financial inclusion in different parts of the world. Expand your knowledge about financial inclusion, learn about the most prominent players in the field, ask questions, join the webinar!
  • Sustainable investing – the past, the present and the future
    Sustainable investing – the past, the present and the future
    Mike Fox, Head of Sustainable Investments Oct 24 2019 1:00 pm UTC 45 mins
    The last decade has seen huge developments in sustainability across much of the globe, and this is having a growing influence on the way investments are managed. The key change was the growing realisation that applying ESG factors and looking at sustainable themes was beneficial for returns – it doesn’t require investors to make costly choices. But what do the coming years have in store? Mike Fox examines how sustainability will develop over the next coming years.
  • Chapter 1. Delving into risk
    Chapter 1. Delving into risk
    Dag Wetterwald & Jeremy Richardson Oct 24 2019 2:00 pm UTC 30 mins
    What is it?
    How big is it?
    Why is it relevant?
  • European Fund Sustainability Labels: Navigating the jungle
    European Fund Sustainability Labels: Navigating the jungle
    Triodos Investment Management | Guest Speakers and moderated by Andrea Palmer Oct 30 2019 10:00 am UTC 60 mins
    Join Triodos IM and guest speakers Sebastian Hognabba of the Nordic Swan Ecolabel, Roland Koelsch of the FNG-Siegel, and Nicolas Redon from Novethic, for a live webinar discussing the European fund labeling landscape.

    Why should investment managers label their financial products? How many funds are choosing to label? And who does this aim to serve and how?

    Several of the major European fund sustainability labeling bodies will introduce their system and present how they arrived at their criteria to serve the needs of their local markets. As a group, we will explore how labeling organisations engage with their stakeholders to set standards that balance expectations, while maintaining a high bar. We will also discuss the role of country or sub-regional level labels in the light of an upcoming European-wide fund labeling scheme introduced by the European Commission.
  • Moving the dial on ESG in Real Estate
    Moving the dial on ESG in Real Estate
    Amanda Young Oct 30 2019 3:00 pm UTC 90 mins
    Amanda Young, Head of Global ESG Investment Research, and Dan Grandage, Head of ESG in Real Estate, discuss how and why it is important to include ESG into your portfolio construction and how it has been incorporated with Real Estate investing at Aberdeen Standard Investments.
  • Halloween: Was it trick or treat?
    Halloween: Was it trick or treat?
    Yoram Lustig Nov 1 2019 10:00 am UTC 60 mins
    Join us on 1 November at 10:00am BST / 11:00am CET for our quarterly asset allocation webinar. Yoram Lustig, Head of Multi-Asset Solutions EMEA, will discuss key asset allocation themes and ideas to help you position your portfolios and have more actionable conversations with clients.

    The webinar is scheduled for the morning after the current Brexit deadline day, so Yoram can also address the immediate implications for investors and answer any questions you might have.
  • Chapter 2. Capturing alpha
    Chapter 2. Capturing alpha
    Jeremy Richardson & Dag Wetterwald Nov 7 2019 3:00 pm UTC 30 mins
    What is alpha?
    The importance of risk clarity
    Assessing risk combinations
  • Emerging Markets 2020 – Time to Re-engage?
    Emerging Markets 2020 – Time to Re-engage?
    Ernest Yeung Nov 13 2019 10:00 am UTC 60 mins
    Trade wars, geo-political shocks and a mixed global economic outlook have all taken their toll as emerging market (EM) equities as a whole have underperformed their developed counterparts in 2019. But in a diverse and dynamic region such as EM, opportunities remain for skilled and active investors: so where are they and what can investors expect from here?

    In this webinar, Portfolio Manager Ernest Yeung will look at how emerging markets are evolving, why he believes the region is still only in the early stages of a recovery cycle, and how he’s positioning for 2020.

    Please join us on Wednesday 13 November at 10:00am GMT / 11:00am CET, during which you will be able to put any questions directly to Ernest.
  • So, Mr Fox, what is sustainable investing and how is it applied in your funds?
    So, Mr Fox, what is sustainable investing and how is it applied in your funds?
    Mike Fox, Head of Sustainable Investments Nov 20 2019 11:00 am UTC 45 mins
    Distinct and clearly-defined investment approaches have been stretched and morphed to make sustainable investing appeal to a much wider investor base. But what does Sustainable really mean, and how does Mike Fox and his team put it into effect at Royal London Asset Management (including some stock stories that might surprise you)?
  • Chapter 3. A relevant future for active management
    Chapter 3. A relevant future for active management
    Habib Subjally & Jeremy Richardson Nov 21 2019 3:00 pm UTC 30 mins
    Active management as it was
    Active management as it is
    Active management as it should be