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.
The idea of "wherever, whenever" banking has forever changed how consumers expect to bank and borrow, and today's emerging technologies like conversational agents are only adding fuel to that fire.
As the ante continues to be raised by those inside and outside of the sector (read Amazon, Uber, and Apple just to name a few), financial institutions are working harder than ever to quickly deliver compelling, simplified, and differentiated digital experiences that translate into customer loyalty.
On this webinar, Jared Johnson sits down with Discover's Director of Digital Experiences, Steve Furman, to discuss:
- Why retail banks and lenders must re-imagine customer experiences across the entire customer journey
- The importance of introducing new digital products and services to stay competitive in today’s changing world
- How retail banks should look to tackle digital transformation from the inside-out
- And much more!
We provide a boutique investment experience for institutional and intermediary clients around the world. With an unwavering focus on bottom-up, fundamental research, our goal is to compound our clients’ capital over time without undue risk.
FTSE Russell recently launched the FTSE Global RIC Capped Index Series, consisting of 16 single countries and 2 regions based off the FTSE Global Equity Index Series. Single country indexes allow investors to target diversification through increased country-specific exposure in addition to pursuing specific investment mandates. Join FTSE Russell and Franklin Templeton for a discussion on international country-level equity exposure.
Alec Young, managing director of global market research, FTSE Russell
Catherine Yoshimoto, senior index product manager, FTSE Russell
Judy Huang, SVP of regional product strategy, Franklin Templeton
Learn how Finworx360 empowers financial advisors to know their client's even better. Using our 10-minute Behavioral Risk Survey, each Finworx360 profile reveals an investor’s persona, risk preferences, emotional and cognitive biases, attitudes toward losses, gains, and leverage, and persona-based communication tips. This helps improve communications, drive behaviors and improve outcomes. Sign up for your FREE 14 day trial of Finworx360 at http://www.finworx.com
We are thrilled to announce the launch of Finworx360, the leading behavioral finance investor profiling tool available! Get a FREE 14-day trial of Finworx360, visit our website at http://www.finworx.com
How Marketers at Traditional Asset Management Firms Can Win the Narrative Battle... or Lose It
Robo advisor brands like Betterment and Wealthfront have disrupted the asset management landscape, particularly in certain segments like millennials. In this webinar, Doug Randall, CEO and Founder of Protagonist will illustrate how robo advisors have taken hold in the consumer's mind as well as examine consumer beliefs about investing today. From there, he'll walk through the narrative battle that's being waged between traditional asset management firms and the upstarts, showing the six steps that marketers at traditional firms will have to take if they hope to win.
In this webinar you'll learn:
- Six steps to winning any narrative battle
- Key consumer beliefs around robo advisors
- How traditional asset managers can leverage narratives to communicate more effectively, from marketing content to PR
FlexShares' Disciplined Duration MBS Index Fund offers more exposure to mortgage-backed securities.
MBSD attempts to give investors mortgage-back securities (MBS) benefits while also limiting effective duration contraction and extension variability. Duration is the sensitivity of a fixed income security’s price to a change in interest rates. Historically it has been a viable alternative for individual and institutional investors to help minimize risk with MBS securities. Unlike legacy MBS products, MBSD tracks an index comprised of MBS securities from a variety of U.S. agencies.
Want more information about Disciplined Duration MBS Index Funds from FlexShares? Contact us today. https://www.flexshares.com/contact-us
Find out how the FlexShares Morningstar US Market Factor Tilt Index suite of funds are engineered to provide deep exposure to the broad US equity market, while seeking to take advantage of the longer-term small cap and value performance advantage.
SKOR and LKOR ETFs use nontraditional indices based on US corporate bond credit scores, which we believe offer a leading indicator of rating changes. To support liquidity, the indices are limited to only the most liquid issues. To identify quality, the indices focus on the metrics we believe matter most in fixed income: management efficiency, profitability and solvency.
How to efficiently capture and maintain exposure to factors is a common question heard by index providers and ETF issuers alike. Of equal importance is how the index methodology works to maintain exposure to chosen factors over time.
Join Yvette Murphy, Senior Product Manager, FTSE Russell
Arne Noack, Director, ETF Development for the U.S. , Deutsche Asset Management and Luke Oliver, Managing Director, Head of U.S. ETF Capital Markets, Deutsche Asset Management for the latest quarterly update on:
- Efficiently capturing multi-factor exposure
- The changing factor exposures within indexes over time
- The impact of latest rebalancing on embedded factor exposures
- Top security and sector weight changes in FTSE Comprehensive Factor Indexes
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.
This webinar explains the role of procurement strategy in turning a business case into reality. It outlines the key components of a procurement strategy including objectives and deliverables, choice of contract structure and procedure, risk mitigation, timelines and resource planning.