Welcome to the US financial advisor community on BrightTALK. Join the community to learn alongside thousands of financial advisors and registered investment advisors. Access relevant and timely content on investment products and strategies, regulations and compliance and the market landscape. You can also find practice management insights on topics such as client acquisition and retention, life planning, marketing and social media best practices.
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?
Amy Larkin has focused on the relationship between the economy and the environment for decades, and has found a critical ingredient missing from most financial analysis.
This presentation will reveal:
- Overlooked risk factors for solid industry analysis;
- Government debt issues from climate change;
- Legal proceedings and regulations that can upend seemingly stable businesses, from poultry to plastics.
Those pesky environmentalists were giving good business advice all along...Redefining profit to include external costs and environmental consequences will make your business stronger.
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.
“Doing well by doing good” is catchy, but it 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. The challenge remains: How can ESG & Sustainable Investing create profit?
This panel will features leading experts in ESG & Sustainable Investing that will explain why ESG & Sustainable Investing is profitable, share profitable strategies across asset classes, and explain how to implement at your organisation.
This session will provide you with an appreciation of the history of ESG & Sustainable Investing, understand the challenges inherent in investing, and ideas on how to create profitable investment strategies.
Benjamin Yeoh, Senior Portfolio Manager, RBC
Jeffrey Gitterman, Co-Founding Partner, Gitterman Wealth Management
My-Linh Ngo, Head of ESG Investment Risk, BlueBay Asset Management
Paul Ellis, Sustainable Finance Consultant, Paul Ellis Consulting
DBRS Ratings Limited (DBRS) invites you to attend a webinar updating you on the first quarter for European structured finance and covered bonds on 19 April 2018 at 3 p.m. BST/4 p.m. CEST/10 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 activity and performance of the European markets for securitisation and covered bonds. After a strong 2017 and the prospects of an easing of central bank funding looming, how have the European securitisation and covered bond markets reacted to 2018, and what are the prospects for the rest of H1 2018?
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.
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.
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.
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.
There is a buzz around responsible investing and, as the market enjoys a creative phase, there are still tough questions to be answered along the path to mass adoption across the ecosystem.
In this session, our panel of experts will share their take on the market outlook heading into the second quarter of 2018 with a focus on Environmental, Social And Governance (ESG), Socially responsible investing (SRI) and Impact Investing.
Key themes to be discussed include;
* Investor appetite vs market supply
* Unbundling of the responsible investments
* Manual approaches and hybrid innovations
* Regulatory environment and developments
Join this live Q&A panel session to engage with and hear from key industry experts with interesting and contrarian views on the market for responsible investments.
Heinrich Hugenschmidt, Advisor to Family Offices and Asset Managers
Jon ‘JB’ Beckett, Director and UK Representative, Association of Professional Fund Investors (APFI)
Marguerita Cheng, Chief Executive Officer, Blue Ocean Global Wealth
Jordan Kimmel, Portfolio Manager, Gitterman Wealth Management, LLC
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.
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.
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.
The market is up for grabs. The largest wealth transfer to ever occur is underway. Baby Boomers are set to shift $30 trillion in assets to their heirs – mainly Gen Xers and millennials. This event creates risks and opportunities for wealth management firms. How firms meet the needs of a new generation of high-net-worth investors will determine who will succeed…and who won’t.
Key is having the right products and leveraging digital to reach the dynamic millennial group. Case in point: Based on Capgemini’s 2017 World Wealth Report, more than 80% of investors under the age of 40 trust their wealth managers and firms. But will that continue should markets retreat and as hybrid models become more common?
Join April Rudin and Bill Sullivan as they discuss:
How to differentiate your brand and build trust by creating a compelling and informative online presence through timely and relevant content.
Establishing and leveraging a digital presence to that enables you to engage with clients across the business life cycle – from making your offering accessible online and digitally to connecting with clients in a meaningful and consistent fashion via social, email, and text.
Developing an effective means of collecting and analyzing client data that enable you to understand client needs and tailor products and services accurately.
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
Your business is online but how do you take advantage by driving traffic and revenue? During this webinar you will discover how to get found and attract customers online. Learn the anatomy of a search engine and how Google, Yahoo, and Bing are actually analyzing your website and online presence; plus tips and tools you can use to enhance your online presence.
This webinar is part of the four-part series, Digital Marketing for Insurance Agents.
How can portfolio managers, CIOs, & other investors generate steady returns in an uncertain environment? With technology moving so fast, political disruptions & data breaches reaching into every corner of our lives, is there a strategy to help investors maintain their positions & deliver returns?
Join this webinar to hear from leading experts and find out about:
- Using right tools to generate consistent returns
- Avoiding the urge to time the market
- how to weather any market using diversification without sacrifice
Alastair Gunn, Fund Manager, Value Equities Jupiter Asset Management
Ben Conway, Senior Fund Manager, Hawksmoor Investment Managers
Lee Robertson, Founding Director & CEO, Investment Quorum Limited
Will Mayne, Senior Director - Global Insights, Broadridge Financial Solutions, Inc.
“Multi-asset” and “Solutions” have been some of the industry’s biggest buzzwords over the last few years, and for good reason: multi-asset vehicles have generated record sales and clients around the world continue to challenge their providers - both asset and wealth managers - to offer solutions to their problems rather than simply push products.
In this panel discussion, we will dissect what’s driving the recent growth in multi-asset products and what the future holds given the many challenges facing the industry
This webinar will cover topics such as:
* What are the key innovations in the multi-asset arena currently and in the future?
* How can asset and wealth managers partner to ensure clients are receiving the best possible outcomes?
* What role does passive play in the multi-asset arena? Alternatives?
* How do wealth managers evaluate asset managers’ multi-asset products, and what are their unmet needs?
After this webinar, listeners will leave with solid ideas, tactics, and a vision on how to optimize their multi-asset strategy to meet client needs, be on the cutting edge of innovation, and protect and grow their assets and overall business.
Florian Schneider, CFA, Head of Product Research & Development at Amundi
Scott Brady, Head of Product Development and Strategy, Columbia Threadneedle
Peter Greenberger, CFA, CFP, Director of Mutual Fund and 529 Plan Product Management at Raymond James
Gabriel Altbach, Founding Principal, Asset Management Insights and Senior Consultant, MackayWilliams
Small caps have shown some recent outperformance, suggesting this may either be a buying opportunity for long-term investors or a sign that their larger-cap peers may finally be running out of gas. Tune in to a webcast hosted by Steven Hill, Portfolio Manager and Co-Director of Equities, as he discusses how this year’s market volatility may provide overlooked opportunities in the small-cap space.
2018 Has thus far been a year of volatility, so knowing how to maintain a targeted level of absolute returns is challenging.
In this Webinar, leading experts will discuss which asset classes are attractive, what role alternative investment techniques lay in the management of multi-asset portfolios. They will also share ways they identify where volatility will come from, and the macro movements (elections, regulations) that will affect the market in the next 6 months.
Linda Zhang, PhD, CEO and Founder, Purview Investments
Stuart Peskin, Investment Director, Aberdeen Standard Investments
Disruption, technology, innovation, it’s all evolving at an unprecedented pace. For private asset investors, perhaps what makes a more meaningful difference is not the company itself, but the investment stream and expertise behind the venture.Steven Yang of Zurich-based Schroder Adveq offers his views on how a best-in-class pursuit of the most prominent new wave tech ventures and sustainable return prospects can truly differentiate within this nuanced segment of the market in an age when traditional research, valuation models, and policy simply lead to noise and generic rhetoric.
Steven Yang is the Head of the Adveq Technology program and in charge of Schroder Adveq’s investments in the US technology space from seed/early stage venture to buyout strategies. As part of Schroder Adveq’s global benchmarking practice he is also involved in Schroder Adveq’s Asian venture investments.
Before joining Adveq in 2007, Steven was as a portfolio manager at Beagle Limited, a New York based family office, where he managed a diversified portfolio of private equity partnerships, hedge funds, and direct investments in early stage technology companies. From 1997 to 2000 Steven worked for Welch Capital Partners as an analyst focusing on investments in enterprise hardware/software and telecom equipment/services.
Steven holds a Bachelor's degree in Finance and International Business from New York University, US.
The world is changing and whilst you're reading this; the speed of change is increasing even further. What this leads to no one knows - the future of financial services could be "anxious and challenging" or "brilliant and full of opportunities".
Will customer centricity still be the mindset? What about “AI-first”? Or will we jump into the next phase of life?
In this session, Vincent Fokke, CTO FS Benelux, Capgemini, will walk you through the future of banking touching on key themes including;
* AI First as starting point
* Branch “office" or not…
* PLC V4.0
Join this session and start tomorrow's conversation today.
In this webinar Breana will give you insight into the challenges facing banks including;
* Changing consumer dynamics
* Complying to rapidly changing regulations and global impacts
* Remaining competitive with Fintech disruptions
* Challenges with legacy systems and bad data