Welcome to the US wealth managers community on BrightTALK. Join this community to hear industry experts share market, compliance, legal, tax and fund updates and analysis. You can also find helpful tips on financial planning, asset allocation, portfolio management and engaging and retaining high net-worth (HNW) clients.
Smart Beta is a global phenomenon that, since the launch of the FTSE RAFI Index Series 10 years ago, has transformed indexation, attracted hundreds of billions of dollars in tracking assets and expanded to include an ever-widening range of approaches.
Join Jason Hsu, Co-Founder and Vice Chairman of Research Affiliates, LLC and Frederick Bailey, Managing Director, FTSE Asset Owner Group, who will be looking back at 10 years of live performance of FTSE RAFI and discussing:
• Fundamentally Different: The Origins and Catalysts of Smart Beta
• How the Original Criticisms of Smart Beta Stack Up After 10 Years of Live Data
• What Has Smart Beta Delivered?
• From Fundamental Weighting to Low Volatility and Beyond: The Future of Smart Beta
In today’s time-pressed world, we all need to make sure that every minute counts when we’re communicating with clients. In this webinar, you’ll hear what some of today’s most successful advisors are doing to operate more effectively:
· The tested strategy that increases client assets
· Your best use of time to start each day
· Three minutes that make meetings more productive
· How to get clients to look forward to your meetings
· The optimal way to wrap up a meeting
This event is being conducted by Advisor Perspectives. LPL Financial and Advisor Perspectives are separate entities. LPL Financial is not responsible for any direct or incidental loss incurred by applying any of the information offered.
March 16, 2015 - Andrew Smith - New investment strategies and products don’t always fit neatly into an existing portfolio framework. Andrew discusses a method for effectively integrating innovative products into a portfolio.
March 9, 2015 -- Continued geopolitical risk and a potential change in U.S. interest rate policy has led to increased market volatility this year. In this environment, investors should focus on a few key issues.
CIO Equity US Scott Migliori says significantly lower energy costs and strong job growth are bolstering consumers, putting Main Street on more of an upswing than Wall Street. But be mindful of early inflationary pressures, particularly wages.
Falling prices for “Dr. Copper”—the world’s smartest economist—usually means bad news, says CIO NFJ Ben Fischer, but lower-for-longer Fed rates should help. Expect a stock-picker’s market to return and look to active managers to take advantage.
Asia’s markets could suffer if Japan’s yen continues to weaken, says CIO Equity Asia Pacific Raymond Chan. Yet with high interest rates set to fall and reform on the agenda across the region, investors shouldn't overlook Asia.
With deflation fears rising in Europe, policymakers are worried—but fear not, says CIO Equity Europe Neil Dwane. Investors should celebrate the lower oil, food and energy prices that support increased economic activity.
Compliance with the Foreign Corrupt Practices Act (FCPA) has become increasingly important for not only for corporations but for their supply chain partners as well. Join this webinar with Compliance Week's Contributing Writer Tom Fox for information about the latest trends in FCPA compliance, as well as a discussion of recent enforcement actions by the Department of Justice (DoJ) and the Securities and Exchange Commission (SEC).
February 2, 2015 - Jim McDonald - What’s behind the recent actions taken by central banks across Europe – and what do they mean for economic growth globally? Our Chief Investment Strategist shares his views. Watch.
Attendees of this webinar heard a lively discussion that explored how financial institutions can leverage digital financial data and take specific steps to optimize customer engagement. They also heard about Yodlee’s leading digital financial platform and new Transaction Data Enrichment solution—the first to automatically organize individual merchant and non-merchant transactions into clear categories—enabling financial institutions to:
-Identify, analyze, and act on merchant level transaction data
-Categorize all banking, credit, and debit card transactions by merchant, merchant type, and geographical location
-Understand consumer purchase behavior
-Create relevant and targeted promotional offers
Risk management for endowed charitable entities, with longer investment horizons, focuses on key components or “pillars” that reflect the unique purpose of these organizations. These components include establishing an asset allocation and monitoring results through a custom lens, aligning investment policy and distribution policy, managing exposure to illiquid asset classes, managing volatility and, importantly maintaining the appropriate governance and structure to align with the organization’s broader objectives.
Our team will address methods to answer common questions raised by board members:
Are we meeting our absolute return goals?
Are we managing risk?
Are we generating fair returns on the risks we are taking?
Join us for a discussion of the unique risk management issues faced by endowments and foundations.
US Investment Strategist Kristina Hooper tells Reuters that while the Fed’s transition to more conventional monetary policy in 2015 may be difficult, investors should still find opportunities in US stocks, especially in the technology sector.
Preparing your organization for the inevitable cyber attack could be the difference between serious business disruption and minor inconvenience. This webinar will focus on what organizations need to consider in advance of an attack to ensure that risks are mitigated. Dow Jones’ own Head of Cyber Content and Data, Rob Sloan, will be joined by two specialists who will share their experience and expertise.
This webcast is in partnership with Responsible Investor and Northern Trust Asset Management. With guest speaker, EUROSIF's Executive Director, François Passant.
‘Regulation’ is one of the main drivers of ESG growth. This webcast will discuss its impact on the changing shape of Environmental, Social and Governance (ESG).
We will study the global efforts to pass legislation, implement codes of practice and self-regulation, and aim to understand what each of these efforts means for investors as they look towards incorporating ESG criteria in their portfolios – and whether it will push investors to consider ESG when they otherwise might not.