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US Wealth Managers

  • Geneva WealthTech Forum: The view from a Swiss-based technology consulting firm
    Geneva WealthTech Forum: The view from a Swiss-based technology consulting firm
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Aug 7 2019 3 mins
    During the 2019 Geneva Wealthtech Forum, we interviewed Olivier Grandjean, Associate Director at Switzerland-headquartered Orbium (Now Part of Accenture Wealth Management), to get the view of a locally-active, wealth management-focused technology and business strategy consulting firm.

    Olivier gave his view on the following technology-focused questions and Geneva's position specifically, including:

    - What he sees as the main technological challenges and pain points for wealth managers
    - Where he sees wealth managers focusing now when it comes to FinTechs and WealthTechs
    - What he sees as the benefit for Geneva in developing as a WealthTech centre of excellence

    Thanks again to the Geneva WealthTech Forum team for their support in organising the interview and to Olivier Grandjean for his time and insights.
  • EP55: 2019 FTSE Russell Smart Beta Survey - Interest in ESG Rising
    EP55: 2019 FTSE Russell Smart Beta Survey - Interest in ESG Rising
    Paul Ellis | Tony Campos, Director ESG Product Management Americas for FTSE Russell Recorded: Aug 4 2019 27 mins
    Campos tells listeners why global asset owners are combining Smart Beta with ESG for risk management.
  • Geneva WealthTech Forum: The view from a locally headquartered but international
    Geneva WealthTech Forum: The view from a locally headquartered but international
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Jul 31 2019 4 mins
    During the 2019 Geneva Wealthtech Forum, we interviewed Jeremy Boot, Senior Product Manager at Geneva-headquartered, international financial services and wealth management technology major, Temenos.

    Jeremy gave his view on a range of technology-focused questions in relation to the wealth management sector in general and Geneva's position specifically, including:

    - What he sees as the leading technology challenges around the wealth management industry
    - In terms of the modern technology toolkit available to wealth managers, what he is looking at and where he sees the most interest
    Where does he see the wealth management industry in its digital journey and what is the focus
    - What more wealth managers have to do to deliver on their digital strategy
    - How he feels Geneva is positioned as an international WealthTech marketplace

    Thanks again to the Geneva WealthTech Forum team for their support in organising the interview and to Jeremy Boot for his time and insights.
  • Katie Nixon: Say What You Mean, and Mean What You Say
    Katie Nixon: Say What You Mean, and Mean What You Say
    Katie Nixon - Chief Investment Officer, Wealth Management Recorded: Jul 29 2019 3 mins
    All eyes are on the U.S. Federal Reserve this week. While most investors expect an interest rate cut, recent Fed communication has reflected some lack of consensus on the magnitude. Katie Nixon takes a closer look.
  • EP54: The JUST Factor Report and Index Beating Performance
    EP54: The JUST Factor Report and Index Beating Performance
    Paul Ellis | Lorraine Wilson, Director, Investment Products at JUST Capital Recorded: Jul 28 2019 25 mins
    Wilson discusses the Just Factor Report and explains the unique way in which a JUST Capital index was constructed and has performed by comparison with the Russell 1000 Index.
  • Comprehensive Factor performance under the microscope
    Comprehensive Factor performance under the microscope
    Alex Severis, smart beta product manager (FTSE Russell); Robert Bush, head of US product strategy (DWS) Recorded: Jul 25 2019 53 mins
    As factor investing becomes more popular, questions regarding performance and factor valuations are increasingly common. Despite seemingly simple questions, answers can be far from straightforward. In a recent research paper published by FTSE Russell it had been concluded that as with individual stocks, there is no definitive valuation metric which provides a clear answer, and different valuation metrics may well result in different conclusions.

    Join experts from FTSE Russell and DWS as they review how tilt-tilt indexes work, analyse various factor indexes and discuss top/bottom contributors and detractors from a factor, sector, single stock, country or currency perspective.

    Prior to joining this webinar, discover FTSE Russell’s factor indexes: ftserussell.com/index/spotlight/smart-beta-factor-indexes

    *** Please note that this webinar is addressed exclusively to professional investors in the USA and/or jurisdictions where DWS funds or products are approved for distribution. ***
  • Geneva WealthTech Forum: The view from a FinTech influencer
    Geneva WealthTech Forum: The view from a FinTech influencer
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Jul 24 2019 4 mins
    During the 2019 Geneva Wealthtech Forum, we interviewed Chris Skinner, CEO of The Finanser and non-Executive Director of 11:FS among other roles, to get the view from a well-known industry consultant and influencer on:

    What he sees as the leading technology challenges around the wealth management industry
    What advice he would provide to wealth managers in how they can engage with FinTech and WealthTech
    How he sees the opportunity for Geneva to position itself as a centre of WealthTech excellence and what it needs to do attract the market
    What he sees as the key lessons to learn in how wealth managers and other financial services firms deliver in the digital age
    Thanks again to the Geneva WealthTech Forum team for their support in organising the interview and to Chris Skinner for his time and insights.

    #geneva #wealthtech #wealthtechnology #wealthinsights #wealthknowledge #wealththinking #wealthsolutions #financialcentre #wealthmanagement #wealthischanging #digitalwealth
  • FTSE Russell Global Markets Research: Second Half Investment Outlook
    FTSE Russell Global Markets Research: Second Half Investment Outlook
    Alec Young Recorded: Jul 24 2019 59 mins
    FTSE Russell's Q3 Global Markets Research: Second Half Investment Outlook Webinar.

    A live event presented by Alec Young, Managing Director, Global Markets Research. Alec will provide a global macroeconomic update and its asset allocation implications global equities, credit and alternatives.

    This webinar will cover:

    •US and global economic update – What lies ahead for the global economy?
    •Financial conditions & Fed monetary policy - Will the Fed live up to investors’ dovish expectations?
    •US and international earnings update – How realistic is a second half earnings growth rebound?
    •US and international valuation update – Exploring relative value opportunities?
    •Actionable asset allocation implications across global equities, credit and alternatives
  • Accelerating the Productivity of Financial Advisors with Digital Assistants
    Accelerating the Productivity of Financial Advisors with Digital Assistants
    Sindhu Joseph, Founder and Rajesh Sharma, Head of Customer Experience, CogniCor Recorded: Jul 22 2019 30 mins
    According to McKinsey, AI will trigger an estimated $13 trillion of GDP growth between now and 2030. How can the wealth management industry capitalize on the latest artificial intelligence advancements to stay ahead of the technological curve, thereby both driving down long term costs and increasing overall productivity?

    Through the use of CogniCor’s CIRA platform, wealth management firms can create and maintain their own virtual assistants (VAs) which through the use of workflows can automate complex tasks for both financial advisors and their customers. Through the rapid ingestion of vast amounts of data, the virtual assistant allows financial advisors to interact more on a personal level with their clients, thereby helping them to reach their wealth management goals more effectively.

    The time that an advisor spends should be focused on working with their clients. By automating standard operations, advisors can focus on improving their clients’ portfolios, understanding their goals, and ultimately maximizing their short, medium and long term potential for growth.

    Many financial advisors and wealth management firms are still unaware of how technology enhances financial advisors’ performance. CogniCor is poised to be a leader in the industry, and look forward to bringing our experience with enterprise leaders to the rest of the industry players, be they small, medium or enterprise firms.
  • Michael Hunstad: The Active Risk Storm
    Michael Hunstad: The Active Risk Storm
    Michael Hunstad, Ph.D., Head of Quantitative Strategies Recorded: Jul 22 2019 3 mins
    Most active managers underperformed their benchmarks in the first half of 2019. The media has chalked this underperformance up to shoddy sources of alpha and overbought investment strategies. We feel this view is short sighted. Head of Quantitative Strategies Michael Hunstad explains.
  • Unblu: Solution deployment options, reasons and learnings
    Unblu: Solution deployment options, reasons and learnings
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Jul 22 2019 4 mins
    Welcome to the fourth of our video interviews with Basel, Switzerland-headquartered customer engagement and collaboration technology firm, Unblu. In this video, Chief Operating Officer Jens Rabe talks us through:

    The solution’s deployment model
    Why clients choose onsite or cloud deployment
    He provides us with an example of where the solution has been deployed and what has been learned through the process
    Thank you again to Jens for his time and insights and to his colleagues for organising.

    More insights to follow soon.....

    #wealthmanagement #wealthtech #wealthischanging #wealthsolutions #wealthinterviews #wealththinking #wealthmustadapt #privatebanking #clientengagement #clientexperience #digitalisation #digitalwealth #conversationalbanking
  • Xpedition: An introduction to the solution offering
    Xpedition: An introduction to the solution offering
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Jul 19 2019 4 mins
    Welcome to the first of our video interviews with London, United Kingdom-headquartered Microsoft Gold Partner and expert in Dynamics 365, Xpedition. In this video, we interview Ben Revill, Business Manager at Xpedition, who provides us with:

    A brief introduction to the solution, Microsoft Dynamics 365 for Wealth Management
    What more he can tell us about the geographic focus and the types of wealth management firms they work for?
    What factors he would say separate Xpedition and the solution from their competition?
    Thank you again to Ben for his time and insights and to his colleagues for organising.

    More insights to follow soon.....
  • Waverton European Dividend Growth Update Q2 2019
    Waverton European Dividend Growth Update Q2 2019
    Charles Glasse, Manager of the European Dividend Growth Fund Recorded: Jul 19 2019 19 mins
    Charles Glasse provides an update on the positioning of the Waverton European Dividend Growth Fund and an overview of the current outlook
  • How Financial Services are using Big Data and Analytics to Change the Game
    How Financial Services are using Big Data and Analytics to Change the Game
    Ash Seddeek, YamaPay | Melanie Turek, Frost & Sullivan | Brad van Leeuwen, Railsbank Recorded: Jul 18 2019 49 mins
    Like many of today’s leading-edge businesses, financial services companies are using big data and analytics to improve their own outcomes, and those of their clients. By leveraging both proprietary and public information, banks and insurance companies are better able to create personalized offers and service for each client, based on that customer’s specific needs and value to the business. They are also leveraging advanced analytics to identify key trends in the industry, shape future products and services and manage increasingly complex compliance requirements and regulations across the world. Leading-edge organizations are even starting to use artificial intelligence and machine learning tools to automate routine processes, increase employee productivity and deliver fast, customized customer experiences on the fly.

    Join us for an in-depth look at what you need to do to get started, as well as how to prepare to compete in an increasingly data-driven marketplace today and well into the future.

    This panel discussion will address:

    - Why financial service companies are doing this now
    - Tools involved
    - Is this just about the customer experience? What other areas of the business can benefit?
    - Highlights for both banking and insurance
    - Top challenges to success
  • Data Analytics in FinServ: Good for Your Customers, Your People & Your Business
    Data Analytics in FinServ: Good for Your Customers, Your People & Your Business
    Eva Murray, Head of BI & Tableau Zen Master, Exasol Recorded: Jul 18 2019 56 mins
    Data Analytics plays a key role for Financial Services organizations to support decision-making processes, keep customers’ investments safe and to drive innovative solutions.

    In this session we’ll share our recommendations for analysis and visualization best practices and for building analytics communities. We’ll also focus on how a sound and holistic approach to analytics can help you improve your customer experience, reduce the risk of fraud and stay ahead of the competition.
  • Waverton European Capital Growth Fund Update Q2 2019
    Waverton European Capital Growth Fund Update Q2 2019
    Chris Garsten, Manager of the Waverton European Capital Growth Fund Recorded: Jul 18 2019 19 mins
    Chris Garsten provides an update on the positioning of the Waverton European Capital Growth Fund and an overview of the current outlook
  • How to Leverage Big Data for Customers: Lessons from a Purpose-Driven Bank
    How to Leverage Big Data for Customers: Lessons from a Purpose-Driven Bank
    Paul Clark, CTO, Tandem Recorded: Jul 18 2019 41 mins
    For years, banks have been sitting on a goldmine of customer data. Only recently have they started exploiting that, although not surprisingly for their own benefit.

    Personal data can give great insights to drive bank outcomes by decreasing credit losses and reducing fraud losses. In this webinar Paul Clark, CTO, will look at how we can use customer data to;

    * Drive customer’s own advantage,
    * Avoid slip ups,
    * Dodge nasty charges,
    * Optimise the customer’s finances end to end.
  • Authentication and Banking Security Using Plug and Play AI
    Authentication and Banking Security Using Plug and Play AI
    Joshua Bower-Saul, CEO and Founder, Cybertonica Recorded: Jul 17 2019 41 mins
    We will look at the background of existing incumbent systems and rule-based infrastructure now operating in Banks, and establish why the use of Machine Learning and AI helps alleviate 20% of cost and increase customer satisfaction while protecting the transaction and networks of the bank from intrusion. Also, the new device and contextual Big Data services of Cybertonica will be described. In the end, we need to see how security and customer convenience can be optimised while reducing cost and friction in the banks systems.

    Joshua Bower-Saul has 20 years experience in managing tech companies and startups. He is the founder of 4 businesses in online funding, media and FinTech. Joshua is a graduate of Harvard (MA) and INSEAD (MBA). He speaks fluent Russian, French and German.
  • [Panel] Big Data and AI in Banking
    [Panel] Big Data and AI in Banking
    Bharat Bhushan | Valentina Kristensen | Richard Price | Marie Measures | Mitesh Soni Recorded: Jul 17 2019 60 mins
    Any process and interaction that can be digitised is being digitised - either for customer convenience or, for operational efficiency and costs. But, what happens when every bank and every possible process is digitised. What next? How can banks differentiate themselves? What role can data and AI play in creating value?

    In this session, we will hear from industry leaders on their views on this topic and pragmatic recommendations on how to get started on this journey.

    Moderated by:
    Bharat Bhushan, CTO Banking & Financial Markets, IBM
    Panelists:
    Marie Measures, CIO, Coventry Building Society
    Richard Price, Sales Director, TIBCO
    Valentina Kristensen, Director, Growth & Communications, OakNorth
    Mitesh Soni, Senior Director - Innovation and Fintech, Finastra
  • Identity and Access Management: A License to Operate
    Identity and Access Management: A License to Operate
    Philip Dutton, Co-Founder, Solidatus Recorded: Jul 17 2019 47 mins
    There are three pillars to control in a data rich, regulated company – these are what data you have, what it is being used for and who is using it. These pillars have nuances as well, for example where is the person, the data or the process and how old is the data. In the current data climate, it is normal for a company to have a policy to tell people (customers as well as staff) the rules of the road for accessing information. Enshrining this policy into the fabric of the organisation so that people do not have to think about it as well as satisfying the current trend of DevOps is the key to allowing a fast iteration culture, delivering value without creating more overheads.

    About the speaker:

    Co-founder, Philip Dutton, has led Solidatus from concept through to launch and now accelerated growth. Working to help organisations utilise visual lineage to enable understanding and simplification of complex systems landscapes, demonstrate regulatory lineage, improve governance and assist with transformational change. With 20 years of experience as a Senior System Architect, Engineer and Project Manager within the Financial Services industry, Philip’s expertise focuses on global transformational change projects within global organisations. Passionate about revolutionising the data economy and helping companies become proactive instead of reactive.
  • Data Migration: Avoid the Thunderstorm, Move to Cloud 9
    Data Migration: Avoid the Thunderstorm, Move to Cloud 9
    Philip Miller, Co-Founder, Solidatus Recorded: Jul 16 2019 44 mins
    Many cloud migrations end up as a thunderstorm, financial services organisations must embrace the cloud, but it is not as simple as just running up an application off-prem. Problems are common, identifiable and avoidable. There are now many factors to consider, such as the location of the cloud data centre, the type of data being processed and who is accessing it (and from where). In addition to this, there are considerations such as data transfer and cloud suitability which need to be fully worked through before placing functionality outside of the corporate network. Solidatus helps to plan the strategy and migration path to cloud by plotting data/processing boundaries, providing control and transparency for stakeholders and smoothing the transition to the future state.

    About the speaker:

    Co-Founder, Philip Miller, Senior Architect, Analyst and Engineer with over 20 years’ experience within Financial Services specialising in high performance computing, complex event processing and system integration. He is an acknowledged expert is real-time regulatory reporting.
  • Communications & Information Infrastructure: Current Market Opportunities
    Communications & Information Infrastructure: Current Market Opportunities
    Adam Ringer, Principal, Infrastructure Equity, AMP Capital Recorded: Jul 16 2019 34 mins
    In this webinar we will discuss the fundamentals of communications infrastructure. What is the infrastructure that underpins the digital world, how does an equity manager deal with the practical challenges in the context of today’s market, and potential solutions to these challenges.

    Following the webinar you can expect to takeaway an understanding of the types of communications infrastructure, how the communications landscape is evolving now and in the future, and what investors need consider to find value in this market.
  • Jim McDonald: Growth Signals
    Jim McDonald: Growth Signals
    Jim McDonald, Chief Investment Strategist Recorded: Jul 15 2019 3 mins
    We think strong signals from the credit markets should offset the concerns about the slope of the yield curve. Chief Investment Strategist Jim McDonald explains.
  • Unblu: How the firm is developing the solution offering
    Unblu: How the firm is developing the solution offering
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Jul 15 2019 2 mins
    Welcome to the third of our video interviews with Basel, Switzerland-headquartered customer engagement and collaboration technology firm, Unblu.

    In this video, Chief Operating Officer Jens Rabe talks us through how the firm is developing the solution offering.

    Thank you again to Jens for his time and insights and to his colleagues for organising.

    More insights to follow soon.....

    #wealthmanagement #wealthtech #wealthischanging #wealthsolutions #wealthinterviews #wealththinking #wealthmustadapt #privatebanking #clientengagement #clientexperience #digitalisation #digitalwealth #conversationalbanking
  • TCFD: Leaders and Challenges
    TCFD: Leaders and Challenges
    Louise Pryor, IFoA; Ed Baker, PRI; Ben Carr, Aviva Sep 2 2019 1:00 pm UTC 60 mins
    In collaboration with the Institute and Faculty of Actuaries, the Principles of Responsible Investment is delighted to host this webinar discussing the response to the TCFD’s recommendations two years on from their publication. The webinar will feature new analysis of the 591 investors representing $45 trillion who responded to PRI's 2019 climate indicators, insights from the Chair of IFoA's Resource and Environment Board as well as an investor case study of implementation in practice from Aviva.
  • What’s in a weighting scheme?
    What’s in a weighting scheme?
    TBC Sep 11 2019 1:00 pm UTC 60 mins
    Examining the fundamental relationship of weighing schemes and factor exposure.
    Jon FTSE Russell, for an exploratory webinar where we will present the link between Size exposure, investment capacity and levels of diversification of seemingly distinct portfolio weighting schemes of equal weighting, market capitalization and inverse market capitalization.
  • Ep 21: Ethical Markets Media and the UN SDGs
    Ep 21: Ethical Markets Media and the UN SDGs
    Paul Ellis | Hazel Henderson, Founder, Ethical Markets Media Sep 12 2019 3:00 pm UTC 30 mins
    Founder Hazel Henderson discusses the value of global frameworks like the UN SDGs to sustainable business growth.
  • The modern portfolio management system for wealth managers
    The modern portfolio management system for wealth managers
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Sep 17 2019 1:00 pm UTC 60 mins
    The portfolio management system (PMS) is core to the technology infrastructure of many wealth management organisations. However, the needs and possibilities around this piece of kit are changing and, indeed, must change to support both the evolving challenges and needs of wealth managers as well as bringing the new capabilities and developments that technology can offer to the market.

    Looking back, the PMS tended to be quite homogeneous, a standalone system, often separate from other systems. It was an investor accounting toolkit, functioning as a book of records for investors and, due to the high cost of financial services technology, often limited to being deployed within larger organisations.

    Today, however, the PMS has become more specialist, perhaps with a focus on institutional money managers, hedge funds or family offices. The buyer market has been able to access a wider variety of tools. As part of that evolution, the market also saw the PMS incorporate a broader set of functions beyond its accounting core, including elements such as investment decision support and analytics, business intelligence, client relationship management, compliance and more.

    The PMS has become a broader, more sophisticated and skilful wealth management platform and its capabilities and toolset continues to evolve.

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

    •The main trends in the development and capabilities of the modern PMS and how these are impacting the wealth management buyer and user
    •The main development areas where wealth managers can benefit from the modern PMS now and in which areas further developments of the modern PMS are or will take place to further benefit wealth managers
    •What wealth managers are telling these vendors about their needs and expectations from the modern PMS
    •Where the PMS sits in the technology infrastructure of the modern wealth manager
  • ESG Integration in Sovereign Debt: Emerging and Developed Markets #1
    ESG Integration in Sovereign Debt: Emerging and Developed Markets #1
    Anna Georgieva, PRI Sep 19 2019 2:00 pm UTC 60 mins
    Join the PRI 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 (to be released in September 2019) 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 (to be announced) 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.
  • Ep 26: Responsible Investing at Parametric with Jennifer Sireklove
    Ep 26: Responsible Investing at Parametric with Jennifer Sireklove
    Paul Ellis | Jennifer Sireklove, Director of Responsible Investing, Parametric Sep 19 2019 3:00 pm UTC 28 mins
    Jennifer Sireklove, Director of Responsible Investing, has built Parametric's Responsible Investing practice over two years, including customized ESG data incorporation on $20 billion AUM, and firm-wide proxy voting on $100 billion AUM.
  • EP. 42: S&P Dow Jones Indices Launches New ESG Indices
    EP. 42: S&P Dow Jones Indices Launches New ESG Indices
    Paul Ellis | Mona Naqvi, Senior Director and Global ESG Spokesperson for S&P Dow Jones Indices Sep 26 2019 3:00 pm UTC 28 mins
    Mona Naqvi discusses her group’s launch of the S&P 500 ESG Index, the basis for a UBS Asset Management ETF that's now available. She also discusses the creation of numerous ESG indices and her ongoing work with Japan’s government pension investment fund (GPIF), the world’s largest, to systematically reduce exposure to high carbon companies through the S&P Carbon Efficient Indices.
  • ESG Integration in Sovereign Debt: Emerging and Developed Markets #2
    ESG Integration in Sovereign Debt: Emerging and Developed Markets #2
    Anna Georgieva, PRI Sep 26 2019 4:00 pm UTC 60 mins
    Join the PRI 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 (to be released in September 2019) 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 (to be announced) 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.
  • Ep 37: ESG Metrics and Shareholder Advocacy for Value Creation
    Ep 37: ESG Metrics and Shareholder Advocacy for Value Creation
    Paul Ellis | Matthew Blume Oct 3 2019 3:00 pm UTC 28 mins
    Matthew Blume, portfolio manager and head of ESG research at Appleseed Capital, sees shareholder advocacy as an opportunity to influence the integration of ESG metrics into the long term value creation of companies owned in the Appleseed Fund (APPLX), for which his firm is the adviser. His efforts are part of the reason why APPLX ended 2018 with performance in the top 5% of it's Morningstar World Allocation category for one, three and ten years.
  • Ep 47: AB’s Municipal Impact Strategy Delivers Performance and Opportunity
    Ep 47: AB’s Municipal Impact Strategy Delivers Performance and Opportunity
    Paul Ellis | Eric Glass, Senior Portfolio Manager, Fixed Income Impact Strategy at AllianceBernstein Oct 10 2019 3:00 pm UTC 35 mins
    Listen to the story of how Glass created AllianceBernstein’s Municipal Impact Strategy to invest in underserved and low-socio-economic status communities. Glass explains how investing healthcare, education, mass transit, water/waste water and renewable energy infrastructure can generate a 4% tax-exempt yield on investment.
  • Client lifecycle management for wealth management - What is it?
    Client lifecycle management for wealth management - 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
    To be announced 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.