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Nasdaq Dorsey Wright & First Trust Bring AlphaDEX® to European Advisors | .5 CPD Credit
The growth of technology & fee based advisory in the United States has been a powerful driver of the adoption of ETFs and the outsourcing of Model Portfolios by financial advisors and wealth managers.
MiFID II and the rise of robo advisors look set to reshape advisor business models and accelerate these same trends among investors in Europe.
Nasdaq Dorsey Wright and First Trust have been at the forefront of this investing revolution in the United States, delivering quantitative asset allocation strategies and systematic smart beta ETFs to empower advisors to compete in this new world.
The combination of Nasdaq Dorsey Wright Relative Strength Model Portfolios and First Trust AlphaDEX® ETFs is a powerful solution now available to advisors in Europe to enable them to potentially thrive in the era of the robo advisors.
In this session participants will learn:
-How to implement a systematic approach to asset allocation utilising ETFs
-How to differentiate between smart beta exposures
-Nasdaq Dorsey Wright relative strength asset allocation methodology
-First Trust AlphaDEX® security selection strategy
"AlphaDEX®" is a registered trademark of First Trust Portfolios L.P. First Trust Portfolios L.P. has obtained a patent for the AlphaDEX® stock selection methodology from the United States Patent and Trademark Office.
•Gregg Guerin, Senior Product Specialist, First Trust Global Portfolios
•Cameron Lilja, Director of Research & Development, Nasdaq Global Information Services
•Jay Gragnani, Head of Research & Client Engagement, Nasdaq Dorsey Wright
DBRS Ratings Limited (DBRS) invites you to attend a webinar on Irish Mortgage Market: Performance improvement and market changes on 15 March 2018 at 3 p.m. BST/4 p.m. CEST/11 a.m. EST. The webinar will be hosted by Gordon Kerr, Senior Vice President and Head of EU Structured Finance Research, in London.
The discussion will focus on the Irish mortgage market which has undergone several structural changes in recent years. Reform has revolved around the approach for managing delinquent borrowers and treating customers fairly. However, as the market continues to face political pressure, potential regulation is seeking to improve customer fairness among new originations.
In DBRS’s view, house price appreciation and an improving economy have provided ample support for diminishing mortgage delinquencies. The improving performance has led to better prospects for residential mortgage securitisations, including transactions securitising non- and re-performing loans.
The discussion will last approximately 30 minutes and will be followed by an interactive question-and-answer session. DBRS welcomes all who wish to participate.
Hosted by Chuck Weilamann, Team Leader of DBRS’s U.S. ABS Group, the discussion will feature commentary from senior members Chris D’Onofrio and Hollie Reddington. Topics for discussion include: trends in subprime auto ABS; collateral characteristic trends; comparison of break-even levels in outstanding transactions; two-year trends in repossession recovery rates; and origination volumes and obligor credit quality.
Emerging Markets are classified into dozens of different categories. We have MINTs, MISTs, the Next 11, the Fragile Five, EAGLES, PIGS, CIVETS - but what do they have in common? What markets are emerging, and which have moved on? And how can you identify which to focus on? This Summit will focus on the classifications that exist, why they are the way they are, which countries & markets have 'graduated', and where the newest - and most overlooked - opportunities.
Magdalena Polan, Global EM Economist, Legal & General Investment Management
Adrian Lowcock, Investment Director, Architas
Silverscript is a specialist Part D insurer. If you sell Medicare Supplements you need SilverScript’s in your portfolio.
Offering $0 annual deductibles on all prescriptions, low premiums, low copays and offering 3300 covered Medicare prescription drugs.
24/7 customer care, Standard, Preferred and CVS Caremark Mail Service pharmacy. Learn why SilverScript is no.1 for standalone PDPs and get appointed to complement you Medicare Supplement sales.
The Neptune Emerging Markets Team will discuss the fundamentals underpinning emerging market strength and expand on the key markets where they are investing, including Russia, China, India and Latin America.
In this webinar, Avere Systems and Google Cloud explore the ways in which alternative asset managers are leveraging technology to drive improved profitability data without large capital investments in infrastructure.
Today’s hedge fund managers are consistently analyzing greater volumes of data, with more speed, from a plethora of sources, with the end ambition of generating more alpha. Balancing the growing risks associated with proprietary data, compliance and regulatory restrictions, while supplying top-level performance is a dilemma facing IT managers everywhere.
In this webinar we will discuss:
– The trends driving increased demand for analytics in the alternative asset management sphere
– Considerations for leveraging the cloud for short-term backtesting workloads
– Practical tips for overcoming potential obstacles of latency, data movement, and lock-in
DBRS Ratings Limited (DBRS) invites you to attend a webinar on European Housing Market Review on 22 February 2018 at 3 p.m. GMT/4 p.m. CET/10 a.m. EST. The webinar will be hosted by Gordon Kerr, Senior Vice President and Head of EU Structured Finance Research, Asim Zaman, Vice President Global Structured Finance and Jason Graffam, Vice President of Global Sovereign Ratings, in London.
The discussion will focus on housing markets within select countries in Europe. Starting from a macroeconomic perspective, the presentation will then explore DBRS views on a number of housing markets and their drivers.
The webinar will last approximately 30 minutes and will be followed by an interactive question-and-answer session. DBRS welcomes all who wish to participate.
Over recent years we have seen interest in sustainability and demand for sustainable investment solutions grow – this is set to continue in 2018, but what is driving the growth. Join Julia Kochetygova and Emily Lawrence as they discuss the big themes behind the interest and take a look at how these translate in to investment trends and opportunities.
In this webinar we will discuss:
In 2018, the gains realized from applied analytics will become so pervasive that we expect virtually every security product to be an analytics product. Automation will become more evident, identity will assume new importance, and consolidation will be the word of the day at the endpoint. With new classes of security concerns already making headlines in 2018 – and with EU Global Data Protection Regulation and privacy in the spotlight - what risks are on the horizon?
Join Scott Crawford, Research Director, Information Security and Dan Kennedy, Research Director, Voice of the Enterprise, for a live webinar on February 13 as he reviews these and other trends expected to shape the information security landscape in 2018, and the level of impact those trends will have on the market. Come armed with questions, as there will be a live Q&A session at the end of the webinar.
It’s no longer business as usual in the multibillion-dollar tech M&A market. New buyers are displacing many of the long-time leaders, while other companies from far outside the tech industry are suddenly looking for ways to buy into new trends. To help you navigate this changing M&A landscape, join Brenon Daly, 451 Research’s Director of Financials, for a look ahead to activity in 2018. Drawing on data and insight from across 451 Research, our annual Tech M&A Outlook webinar will highlight specific trends in key enterprise IT markets – including information security, software, mobility and IoT -- that will shape dealflow and valuations in the coming year.
Hosted by Chuck Weilamann, Team Leader of DBRS’s U.S. ABS Group, the discussion will feature commentary from senior member Sergey Moiseenko. The pair will provide updates to rating marine container securitizations; recent challenges faced by the industry and how it responded; rating structures with shorter final maturities; and DBRS baseline cash flow modeling assumptions.
Richard Friesen is the creator and developer of the innovative and exclusive “Mind Muscles™” training process that turns the psychology of trading on its head. He works with financial professionals, independent traders, business leaders and entrepreneurs who want to expand their mental game to make more consistent profits. With in depth experience as a broker, floor trader, financial software developer and entrepreneur, he brings concrete real world experience to his clients.
“Conversations with Money” is a conversation between the character “Money” and Joe, a blog and article writer. During this conversation, the concept of money, the psychology of our relationship to money and our cultural beliefs about money are all reframed with a radical concept and from the point of view of Money itself.
In today’s environment, it's no longer enough to take a passive stance toward managing your brand. Firms that play defense with their brands are ill-prepared to win the war for AUM. Wealth management firms need to think about their brands as strategic assets and a means to achieve a competitive advantage. How your clients engage with your brand – and products - is the most powerful way to distinguish your service offering, and ultimately, attract new clients.
In this webinar, we’ll discuss various strategies and tools with which to manage, strengthen, and market your brand.
Join April Rudin, and Liz Fritz for a discussion on:
- Creating and maintaining a positive presence on major social networks such as LinkedIn and Twitter
- Leveraging traditional press and other third-party influencers to reinforce your brand’s strengths
- Listening and responding positively and appreciatively to client feedback
- Identifying strategies for building strong and meaningful relationships with brand ambassadors
- Creating a customer-centric environment that can lead to long-term success
- Leveraging firm brand to build personal brands
The FCA and PRA and confirmed that they will be extending SMCR from the current scope, which is limited to just deposit taking entities, to the remainder of the financial services industry. The extension of the regime will go live in 2018 for insurers and 2019 for all other firms.
BCS Consulting have supported many banks through their implementation from which they have learnt key lessons about the challenges, unintended regulatory consequences and most effective solutions.
BCS will share their lessons learnt and explain how they have designed highly effective SMCR solutions to save firms significant time and money, ensuring they achieve and maintain compliance with the rules.
The world's largest financial institutions employ
responsible ownership strategies that typically involve fund managers engaging with companies (including voting shares) to encourage better management of environmental, social and governance issues. This presentation will cover how companies can be better stewards.
Guido Giese will explore the results of a recent MSCI study that found a statistically significant causal link between ESG and performance. The research, which examined 10 years of live ESG Ratings data of over 1,600 stocks, found that ESG affected the valuation and performance of companies both through their systematic risk profile (lower costs of capital and higher valuations) and their idiosyncratic risk profile (higher profitability and lower exposures to tail risk), and that changes in a company's ESG characteristics (ESG momentum) may be a useful financial indicator in its own right.
In this webinar, we will introduce metrics to evaluate how an equity portfolio is positioned for some of the biggest sustainability issues facing investors today including the energy transition, ESG opportunities, and financially material ESG issues. We will also describe techniques for incorporating these themes into the portfolio.
Since the adoption of the UN Sustainable Development Goals, socially responsible and impact investing have taken center stage, but what is the next step towards critical mass?
How can fund managers go beyond measuring impact, and fully harness the power of finance to accelerate the sustainable transition?
Erik Breen, Director of Triodos Investment Management’s Socially Responsible Investment platform discusses the practical steps fund managers should take to invest for a sustainable transition.
Investment consultants advise on the investment practices of trillions of dollars worldwide. They are a recognised source of authority and knowledge. However, most consultants and their asset owner clients are failing to consider environmental, social and governance (ESG) issues in investment practice – despite a growing evidence base that demonstrates the financial materiality of ESG issues to portfolio value.
There currently seems little commercial imperative for investment consultants to extend the coverage of ESG integrated services among their clients. Nor do we see pension schemes demanding ESG integrated services from their consultants. In too many cases, consultants and their clients simply don’t talk about ESG issues.
In this session, we will discuss the barriers and solutions with a view to maximising the global SRI opportunity.
Amy Larkin has been researching the relationship between business & the environmental for years, and has found a critical aspect missing from reporting calls: the effect of the environment on business.
How can financial statements take into consideration the impact of environmental factors on a company's profit?
“Doing well by doing good” is catchy, but is was often seen as a nice to have rather than a requirement. Sustainable Investing was a popular thing to say your firm does, but it was often seen as a “side dish” to real investments. This perception is changing, yet there is still work to be done. This panel will being to gather experts who will share how companies have created returns by investing in projects that are not just driven by quarterly earnings, but by long-term metrics.
As institutional investors begin requiring companies to disclose their sustainability metrics, the public is also voting with their wallets for companies to consider the environmental & social impact of their products & services. Being bottom-up and top-down at the same time, sustainable developments are taking shape in urban design, agriculture, municipal infrastructure, fashion, sports, fashion, tourism and more. Join this panel to hear about what is happening in all corners of the world of ESG, SRI & Impact Investing.
As Sustainable Investing, ESG, SRI & Impact Investing become increasingly popular with more Share of Portfolio than ever, consistent measurement is critical to understand the progress that has been made. Join this panel of experts who discuss whether how investors can find a standardised method of gauging the true level of sustainability their investments have.
SharingAlpha Co-Founder Oren Kaplan sits down with thought leaders of the fund selection industry to discuss:
- The status quo of the industry that needs to change
- Do quantitative ratings add value?
- How to become a fund selector?
- What is the value of a track record
- Why we aren't seeing too many female fund selectors?
Recent research shows that consumers are interested in using a digital financial coach to help them proactively manage their finances. However, most are using online banking tools that just give a full view of their financial picture without offering up any advice or guidance on how to improve their financial behavior. and that’s where engagement ends. Discover how the industry’s most innovative companies are using artificial intelligence (AI) and machine learning to build financial solutions and apps to attract and engage today’s evolving consumer.
The future of financial wellness informed by AI is here. Machine learning has the capability to continuously analyze data and deliver specific insights that can help consumers improve their financial health.
In this webinar, you’ll find out how to transform your data into insights and intelligence. Using a unified API to drive intuitive and powerful user experiences is key.
Attendees will also learn:
* How AI and machine learning are powering today’s financial wellness tools
* Recent research from Aite Group on financial wellness tools and virtual financial wellness coaches
* How digital tools, chatbots, and interactive assistants can revive the concept of traditional personal financial management (PFM)
* Using an API to gain insight and deliver actionable advice
* How to leverage data intelligence to build apps and solutions that help users improve their financial health
* Evan Schuman, VentureBeat
* Katy Gibson, VP of Application Products, Envestnet | Yodlee
* Keith Armstrong, Founder and COO, abe.ai
* Tiffani Montez, Retail Banking Sr Analyst, Aite Group
High levels of growth also mean high levels of Risk. How can you manage your investments to ensure success when looking at the newest emerging economies? And, what strategies can you employ to ensure you are filtering the signal from the noise? These questions and more will be answered by leading experts to give you confidence in your emerging market risk management strategy.
What are the leading indices saying about the future of Emerging Markets & what new indices are being tracked? And, what are they revealing? Leading experts will answer these questions and more, leaving viewers with clarity on what indicators to look at, and what can be ignored.