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US Wealth Managers

  • Core / Satellite Model Portfolios Using Themed Based ETFs
    Core / Satellite Model Portfolios Using Themed Based ETFs
    Allan Lane, David Patterson, Kevin Carter Recorded: Jan 16 2020 120 mins
    You'll learn about

    How the various categories of ETFs performed in 2019 and what 2020 might have in store
    Why themed investing will remain a hot favorite in the year ahead
    Things to consider when designing a Model Portfolio using themed ETFs

    Panel:

    Allan Lane, PhD | Founding Partner, Algo-Chain
    David Patterson│ Director, hanetf
    Kevin Carter │ Founding Partner, EMQQ the Emerging Markets Internet & E-Commerce ETF
  • Factor Insights: 2019 performance and the link between behavior & economic cycle
    Factor Insights: 2019 performance and the link between behavior & economic cycle
    For investors located in APAC, with Philip Lawlor, MD global markets research and Marlies van Boven, MD research & analytics Recorded: Jan 16 2020 24 mins
    Following the publication of FTSE Russell's quarterly 'Market Maps Factor Indicator' report in January, Philip Lawlor, managing director global markets research and Marlies van Boven, managing director, research & analytics will present its key findings and:

    • Review factor performance across the regions in 2019
    • Examine the link between the economic cycle and factor behaviour.

    In the live Q&A session that follows the presentation, you’ll have an opportunity to submit questions that are most important to you and hear first-hand insights from our speakers.
  • Factor Insights: 2019 performance and the link between economic cycle & behavior
    Factor Insights: 2019 performance and the link between economic cycle & behavior
    Webinar for investors in the Americas and Europe Recorded: Jan 15 2020 24 mins
    Following the publication of FTSE Russell's quarterly 'Market Maps Factor Indicator' report in January, Philip Lawlor, managing director global markets research and Marlies van Boven, managing director, research & analytics will present its key findings and:

    • Review factor performance across the regions in 2019
    • Examine the link between the economic cycle and factor behaviour

    In the live Q&A session that follows the presentation, you’ll have an opportunity to submit questions that are most important to you and hear first-hand insights from our speakers.
  • ROBO Global Quarterly Investor Webinar: Q4 2019
    ROBO Global Quarterly Investor Webinar: Q4 2019
    Jeremie Capron, Lisa Chai and Nina Deka Recorded: Jan 14 2020 27 mins
    The ROBO Global innovation indices closed 2019 on a strong note, largely outperforming global equities. The Robotics & Automation Index (ROBO) returned 30.3% for the year, the Artificial Intelligence Index (THNQ) increased 37.6%, and the Healthcare Technology & Innovation Index (HTEC) rose 34.9%. The good news is that earnings growth has only just inflected and looks set to return to the double-digits in 2020. In this webinar, we will discuss key trends and big movers.
  • CIO Outlook for 2020
    CIO Outlook for 2020
    Robert J. Horrocks, PhD, Chief Investment Officer and Portfolio Manager Recorded: Jan 2 2020 10 mins
    Matthews Asia CIO Robert Horrocks, PhD, says there is reason for optimism in 2020. The strength of Asia's economies and China's ongoing capital market reforms are setting the stage for future growth.
  • The ETF Weekly Update: The Battleground between Institutional & Retail Investing
    The ETF Weekly Update: The Battleground between Institutional & Retail Investing
    Allan Lane, PhD, Algo-Chain | James Shanks, Tavira | Stuart Fieldhouse,The Armchair Trader Recorded: Dec 23 2019 59 mins
    This week, You'll learn about:


    What are the key differences between an institutional & retail investor?
    In the US the race to zero on brokerage fees continues apace, where will Europe be in 2020?
    What a perfect Model Portfolio look like for each of the different segments

    Panel:

    Allan Lane, PhD | Founding Partner, Algo-Chain
    James Shanks │ Head of ETF Strategy, Tavira
    Stuart Fieldhouse | Director, The Armchair Trader
  • Geneva WealthTech Forum – What the day’s event and learnings mean for Geneva
    Geneva WealthTech Forum – What the day’s event and learnings mean for Geneva
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Dec 19 2019 2 mins
    During the 2019 Geneva Wealthtech Forum, we had the pleasure to interview the host for the day, Christine Ciriani, Industry Partner at Motive Partners and the former head of Capco in Switzerland.

    In this video, Christine talked to us about what the day told her about what will support the growth of Geneva (and Switzerland) as a WealthTech centre.
  • ACHIEVING SUSTAINABLE OUTCOMES THROUGH SUSTAINABLE INVESTING
    ACHIEVING SUSTAINABLE OUTCOMES THROUGH SUSTAINABLE INVESTING
    Emily Chew, Global Head of ESG Research and Integration Recorded: Dec 18 2019 4 mins
    Tackling risks related to climate change has become an increasingly important priority for investors. Sustainable investing is one way in which the investment community can help to address climate-related risks. Our Global Head of ESG Research and Integration Emily Chew shares her insight.
  • An introduction to Kaizen's service offering
    An introduction to Kaizen's service offering
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Dec 18 2019 2 mins
    Welcome to the second video of our new video interview series with London, UK-headquartered Kaizen Reporting. In this video, we interview Dario Crispini, CEO, who provides us with a quick introduction to the firm's solution offering, including:

    What are the key services
    What else the firm offers around its key services
    Thank you again to Dario for his time in providing this overview.

    More insights to follow soon.....
  • Focus Solutions: Intergenerational wealth transfer and the impact on UK WM
    Focus Solutions: Intergenerational wealth transfer and the impact on UK WM
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Dec 17 2019 4 mins
    Welcome to video number six from our video interview series with United Kingdom-headquartered FinTech, Focus Solutions. In this video, we interview Dave Upton, Managing Director, who provides us with a view on the topic of Intergenerational wealth transfer and the impact on UK wealth managers, including:

    How big of an impact this will have on UK wealth managers and how well placed they are to react?
    Beyond the headline impact, what other aspects of the impact of intergenerational wealth transfer do wealth managers in the UK have to consider
    What response or actions he sees from UK wealth managers taking on the topic of intergenerational wealth transfer
    Thank you again to Dave for his time and insights.

    More insights to follow soon.....
  • PRI: Intro to reporting 2020 for service providers
    PRI: Intro to reporting 2020 for service providers
    The PRI Recorded: Dec 17 2019 10 mins
    https://www.unpri.org/reporting

    Check the links below to access guides and resources:

    Data Portal:
    https://dataportal.unpri.org/



    Other resources:

    Service Provider overview and guidance:
    https://www.unpri.org/Uploads/x/l/q/overviewandguidance2019spreportingframework_465584.pdf

    Main definitions:
    https://www.unpri.org/Uploads/r/k/d/maindefinitionstoprireportingframework_971173_870123.pdf

    Service Provider Reporting Framework modules:
    https://www.unpri.org/reporting

    General reporting FAQs:
    https://www.unpri.org/reporting
  • PRI: Intro to reporting 2020 for investors
    PRI: Intro to reporting 2020 for investors
    The PRI Recorded: Dec 17 2019 14 mins
    https://www.unpri.org/reporting

    Check the links below to access guides and resources:

    Organisational Overview module:

    Data Portal:
    https://dataportal.unpri.org/

    About PRI assessment:
    https://www.unpri.org/signatories/about-pri-assessment



    Other resources:

    Overview and Guidance;
    https://www.unpri.org/Uploads/b/j/q/overviewandguidance2020_172052.pdf

    Main Definitions:
    https://www.unpri.org/Uploads/r/k/d/maindefinitionstoprireportingframework_971173_870123.pdf

    Indicator updates & changes:
    https://www.unpri.org/Uploads/y/m/z/2020updatesofindicatorsinvestor_747566.xlsx

    Reporting Framework modules:
    https://www.unpri.org/reporting

    General assessment methodology:
    https://www.unpri.org/Uploads/k/g/v/pri_assessment_methodology_100277.docx

    Mock assessment report:
    https://www.unpri.org/Uploads/d/u/w/20172018mockassessmentreport_905124.pdf

    Module specific FAQs:
    https://www.unpri.org/signatories/reporting-for-signatories/reporting-framework-module-faqs

    General reporting & assessment FAQs:
    https://www.unpri.org/reporting
  • TPI Webinar: Transportation
    TPI Webinar: Transportation
    TPI Recorded: Dec 12 2019 51 mins
    Join us to discuss the latest release from the Transition Pathway Initiative (TPI). This release covers the transportation section which looks at Airlines, Autos, and the new sector of Shipping. The discussion will cover a brief overview of the TPI, the methodology and the results from these sectors. There will also be a chance for some Q&A.
  • 2020 Investment Outlook: What could disrupt consensus expectations?
    2020 Investment Outlook: What could disrupt consensus expectations?
    [Americas audience webinar] Alec Young, managing director, global markets research, FTSE Russell Recorded: Dec 11 2019 32 mins
    Global Markets Research, FTSE Russell.
    (Webinar for investors based in the Americas)

    In this 30-minute webinar, Alec Young, managing director, global markets research at FTSE Russell, will discuss some of the risks confronting investors in 2020, before addressing questions via a live Q&A with webinar participants.

    Key discussion points:

    • Reviewing 2019’s global equity and bond market performance, in the context of a deteriorating macroeconomic backdrop.
    • Appraising the current economic, profit, valuation and financial conditions market drivers.
    • Exploring what’s priced in and what could surprise in 2020.
  • What is Finantix working on now?
    What is Finantix working on now?
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Dec 11 2019 3 mins
    Welcome to the forth video from our new video interview series with Finantix. In this video, we interview Alessandro Tonchia, Co-Founder & Director, who provides us with an overview of what the firm is working on now, including:

    - What the current Finantix product focus is
    - What business challenges are clients looking to address

    Thank you again to Alessandro for his time and insights.

    More insights to follow soon.....
  • Why Asian fixed income makes sense in the face of rising uncertainty
    Why Asian fixed income makes sense in the face of rising uncertainty
    Neal Capecci, CFA, Managing Director, Portfolio Manager, Asian Fixed Income Recorded: Dec 11 2019 5 mins
    Neal Capecci, portfolio manager, Asian fixed income, addresses some topical themes relating to Asian bonds and what makes the Asian fixed-income space stand out right now in a global context
  • 2020 Investment Outlook
    2020 Investment Outlook
    [European audience webinar] Philip Lawlor, managing director, global markets research, FTSE Russell Recorded: Dec 11 2019 31 mins
    Global Markets Research, FTSE Russell.
    (Session for investors based in EMEA)

    In this 30-minute webinar, Philip Lawlor, managing director, global markets research at FTSE Russell, will discuss some of the risks confronting investors in 2020, before addressing questions via a live Q&A with webinar participants.

    Key discussion points:

    • Reviewing 2019’s global equity and bond market performance, in the context of a deteriorating macroeconomic backdrop.
    • Appraising the current economic, profit, valuation and financial conditions market drivers.
    • Exploring what’s priced in and what could surprise in 2020.
  • Ep 62: Renewables Expert Peter Fusaro Says Clean Energy Has Arrived
    Ep 62: Renewables Expert Peter Fusaro Says Clean Energy Has Arrived
    Peter Fusaro, Senior Advisor to AV Group Ltd. Recorded: Dec 10 2019 29 mins
    Fusaro shares key findings from his research: 1) renewables are now affordable with costs declining 40-90%, 2) U.S. corporate buying of renewable energy has doubled in the last two years, and 3) renewables are great investments for pension funds
  • An introduction to Kaizen Reporting
    An introduction to Kaizen Reporting
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Dec 9 2019 4 mins
    Welcome to the first video of our new video interview series with London, UK-headquartered Kaizen Reporting. In this first video, we interview Dario Crispini, CEO, who provides us with a quick introduction to the business, including:

    - Why they set up Kaizen Reporting
    - What the history and current profile of the firm is
    - Where the firm is based and where it is active
    - How would he best describe Kaizen
    - What sets the firm apart from other regulatory reporting service providers

    Thank you again to Dario for his time in providing this overview.

    More insights to follow soon....
  • Tindeco Vision’s development process and roadmap
    Tindeco Vision’s development process and roadmap
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Dec 5 2019 3 mins
    Welcome to the third video in our new video interview series with Tindeco Financial Services. In this video, we interview Michael Kaimakliotis, CEO, who provides us with further insights around Tindeco Vision, including:

    What is the process and structure to develop Tindeco Vision
    What is in the Tindeco Vision development roadmap
    Thank you again to Michael for his time and insights.

    More insights to follow soon.....
  • Geneva WealthTech Forum – The view from the event’s host (part 2)
    Geneva WealthTech Forum – The view from the event’s host (part 2)
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Dec 5 2019 3 mins
    During the 2019 Geneva Wealthtech Forum, we had the pleasure to interview the host for the day, Christine Ciriani, Industry Partner at Motive Partners and the former head of Capco in Switzerland.

    In this video, Christine talked to us about some of the structure, highlight themes and topics from the day.
  • Dividend growth – a multi-factor approach to a late cycle environment
    Dividend growth – a multi-factor approach to a late cycle environment
    Rolf Agather, NA Research (FTSE Russell); Jonathan Shelon, COO (KFA Funds); Clint Sorenson, Co-Founder (WealthShield) Recorded: Dec 4 2019 65 mins
    Dividend growth represents a strong quality characteristic because continuous increases to a firm's dividends may signal confidence that it can consistently generate positive earnings growth.

    The FTSE Dividend Select Equal Weight Index Series is designed to measure the performance of US companies that have successfully increased their dividend payments over a period of 10 years.
    On a quarterly basis the highest-ranking companies based on momentum are selected and equally weighted to form the final index, capturing the Small, Mid, or Large cap domestic market. The indexes are designed to provide a benchmark for investors looking to capture a concentrated portfolio of constituents demonstrating increased dividends and positive momentum.

    Join experts from FTSE Russell, KFA Funds and WealthShield as they discuss smart beta indexes’ methodology, exposure to price-based momentum and the potential benefits of investing via ETFs or Direct Indexing.

    *** Please note that this webinar is addressed exclusively to professional investors in the USA and/or jurisdictions where KraneShares ETFs or products and WealthShield services or products are approved for distribution. ***
  • What and why investors need to know about soil health
    What and why investors need to know about soil health
    Andrew Voysey (Soil Capital), Steven Rosenzweig (General Mills), Yasmine Svan (LGIM), Gemma James (PRI) Recorded: Dec 4 2019 61 mins
    Investors have been engaged on agricultural related topics such as deforestation, water, food security and climate but little attention has been paid to the importance of soil health and its foundational role in all of these issues, as well as with respect to supporting decent farmer livelihoods. PRI will host a webinar to raise awareness and to build the business case on why investors should pay attention to soil health. It will highlight the risks that all investors are exposed to and explore the opportunities available to them.

    The webinar will cover:
    1. Why soil health is important to companies throughout the food sector and the risks and opportunities investors are exposed to;
    2. Regenerative agriculture as one approach to improving soil health and the associated benefits for businesses and resilient communities;
    3. How investors can integrate soil health with other agriculture-related topics and what they should engage companies on which is specific to soil health.
  • The Finantix product portfolio
    The Finantix product portfolio
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Dec 4 2019 4 mins
    Welcome to the third video from our new video interview series with Finantix. In this video, we interview Alessandro Tonchia, Co-Founder & Director, who provides us with an overview of the firm's product portfolio.

    Thank you again to Alessandro for his time and insights.

    More insights to follow soon.....
  • Focus Solutions: Technology and improving the client experience in wealth mgmt
    Focus Solutions: Technology and improving the client experience in wealth mgmt
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Dec 4 2019 4 mins
    Welcome to the fifth video in our video interview series with United Kingdom-headquartered FinTech, Focus Solutions. In this episode, we interview Mike Hearfield, Head of Digital, who provides us with a view on the role of technology in improving the client experience in the wealth management sector, including:

    - From his experience working with different types of wealth managers in the UK, where they are in the use of technology to deliver an improved client experience
    - In general, in which areas he feels wealth managers can best deploy technology to support the delivery of a modern or improved client experience
    - Going further, what thinking he can provide as to how firms can look and think about technology-led client engagement differently

    Thank you again to Mike for his time and insights.

    More insights to follow soon.....
  • Emerging Markets Webinar 2020
    Emerging Markets Webinar 2020
    RBC Global Asset Management and BlueBay Asset Management Jan 22 2020 3:00 pm UTC 45 mins
    We invite you to join RBC Global Asset Management and
    BlueBay Asset Management for a live webinar on January 22
    at 10:00am ET. Investment professionals will provide a view into
    the 3 ideas shaping their outlook into Emerging Markets in 2020.

    Will global growth finally bottom out?
    Does a maturing credit cycle lead to increased price dislocations?
    Are persistent trade frictions the new normal?
    How is ESG evolving in Emerging Markets?
  • Waverton Southeast Asian Fund Update Q4 2019
    Waverton Southeast Asian Fund Update Q4 2019
    Brook Tellwright. Manager of the Waverton Southeast Asian Fund Jan 23 2020 9:30 am UTC 45 mins
    Brook Tellwright provides an update on the positioning of the Waverton Southeast Asian Fund and an overview of the current outlook.
  • US small cap equity perspectives in 2020
    US small cap equity perspectives in 2020
    Alec Young (FTSE Russell), Tim McCourt & Erik Norland (CME Group) Jan 23 2020 2:00 pm UTC 75 mins
    Although all US equity asset classes enjoyed strong performance in 2019, US large caps outperformed small caps. Large caps have benefited from macro tailwinds including fears of slowing global growth and endless US-China trade uncertainty. Both factors have pushed investors towards higher quality blue chips with more dependable growth than their more economically sensitive small cap counterparts. Growth worries have also driven interest rates to record lows, boosting large cap and growth indexes that have less exposure to financials, a sector whose margins are pressured by falling rates.

    But there may be reason to expect better performance from small cap stocks in 2020. While global leading economic indicators are at their weakest since the financial crisis, they’re beginning to exceed low expectations and are at levels consistent with prior positive inflections. Not surprisingly, small caps have begun to recently outperform. If a US-China phase 1 trade deal proves forthcoming and a re-escalation in tensions can be avoided, it’s likely optimism on global growth will improve, helping more economically sensitive assets like small caps do better.

    But it is no question that we see more market volatility impacting small caps in 2020 with global geopolitical concerns and the US general election top-of-mind. New futures tools can help retail investors mine US small-cap equity opportunities while addressing market volatility.

    Join experts from FTSE Russell and CME Group as they discuss the outlook for US small cap equity and ways for investors to access and hedge exposure.

    *** Please note that this webinar is exclusively addressed at investors in the USA and/or jurisdictions where CME Group's products and services are approved for distribution. ***
  • Waverton European Capital Growth Fund Update Q4 2019
    Waverton European Capital Growth Fund Update Q4 2019
    Chris Garsten, Manager of the Waverton European Capital Growth Fund Jan 24 2020 3:00 pm UTC 30 mins
    Chris Garsten provides an update on the positioning of the Waverton European Capital Growth Fund and overview of the current outlook
  • A Practical Data Privacy and Security Approach to FFIEC, GDPR and CCPA
    A Practical Data Privacy and Security Approach to FFIEC, GDPR and CCPA
    Ulf Mattsson, Head of Innovation, TokenEx Jan 24 2020 6:00 pm UTC 61 mins
    With sensitive data residing everywhere, organizations becoming more mobile, and the breach epidemic growing, the need for advanced data privacy and security solutions has become even more critical. French regulators cited GDPR in fining Google $57 million and the U.K.'s Information Commissioner's Office is seeking a $230 million fine against British Airways and seeking $124 million from Marriott. Facebook is setting aside $3 billion to cover the costs of a privacy investigation launched by US regulators.

    This session will take a practical approach to address guidance and standards from the Federal Financial Institutions Examination Council (FFIEC), EU GDPR, California CCPA, NIST Risk Management Framework, COBIT and the ISO 31000 Risk management Principles and Guidelines.

    Learn how new data privacy and security techniques can help with compliance and data breaches, on-premises, and in public and private clouds.
  • Waverton European Dividend Growth Fund Update Q4 2019
    Waverton European Dividend Growth Fund Update Q4 2019
    Charles Glasse, Manager of the Waverton European Dividend Growth Fund Jan 28 2020 11:00 am UTC 30 mins
    Charles Glasse provides an update on the positioning of the Waverton European Dividend growth Fund and an overview of the current outlook