Hi [[ session.user.profile.firstName ]]

US Wealth Managers

  • The financial materiality of ESG factors for fixed income investors
    The financial materiality of ESG factors for fixed income investors
    PRI, SASB, PineBridge Investments and Breckinridge Capital Advisors Recorded: Oct 16 2019 63 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.

    Carmen Nuzzo, Head of Fixed Income, PRI
    Gail Glazerman, Sector Analyst, SASB
    Alessia Falsarone, Head of Sustainable Investing, Fixed Income, PineBridge Investments
    Robert Fernandez, CFA, Director of ESG Research, Breckinridge Capital Advisors
  • The WealthTech Talks: Client lifecycle management for wealth mgmt - What is it?
    The WealthTech Talks: Client lifecycle management for wealth mgmt - What is it?
    Ian Woodhouse, Head of Strategy & Change, Orbium Recorded: Oct 16 2019 62 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
  • 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 Recorded: Oct 10 2019 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.
  • Ep 37: ESG Metrics and Shareholder Advocacy for Value Creation
    Ep 37: ESG Metrics and Shareholder Advocacy for Value Creation
    Paul Ellis | Matthew Blume Recorded: Oct 3 2019 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. 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 Recorded: Sep 26 2019 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
    PRI, BlueBay Asset Management, RobecoSAM, Emerging Markets Investors Alliance Recorded: Sep 26 2019 64 mins
    Join the PRI, BlueBay Asset Management, RobecoSAM and Emerging Markets Investors Alliance 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 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 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.

    Graham Stock, EM Senior Sovereign Strategist, BlueBay Asset Management
    Max Schieler, Executive Director, Senior SI Country Analyst, RobecoSAM
    Fergus McCormick, Director of Sovereign Research, Emerging Markets Investors, Alliance
  • Yield Book Analytics Webinar – what’s new for the liquidity ratio metrics?
    Yield Book Analytics Webinar – what’s new for the liquidity ratio metrics?
    Mikhail Bezroukov, Analytics Product Specialist Recorded: Sep 25 2019 49 mins
    The Yield Book is offering a new Liquidity Ratio metric that is able to incorporate both traded price and volume informationm, as well as adjust for yield curve and sector-wide movements. The suite of liquidity metrics is calculated daily and made available through multiple delivery channels, including the Yield Book, Add-In, and API for USD-denominated bonds. Historical data is available for a 5-year period, which allows backfill of significant datasets to create an internal golden source for liquidity calculation as well as backtest historical portfolio liquidity.The webinar will take a closer look at liquidity metrics and transaction-level approaches to liquidity ratio analytics within fixed income markets.

    The Webinar will cover:
    - The measure produces intuitive results allowing for comparison across bonds and market
    - Scalable measure that can be extended to global fixed income markets, beginning with coverage of the US corporate bond universe
    - Innovative approaches to infer a liquidity score for bonds that do not have observed trades

    Our live webinar will be hosted by Mikhail Bezroukov, Analytics Product Specialist.
  • Livestream Discussion - Revolutionising the Banking and Securities Sector
    Livestream Discussion - Revolutionising the Banking and Securities Sector
    Leda Glyptis, 11:FS | Polina Evstifeeva, Deutsche Bank | Jennifer Bers, Onfido | Denise Bedell, Content Innovo Recorded: Sep 25 2019 59 mins
    "Banking and securities organisations are expected to accelerate business processes and innovate at a much faster scale than ever before. However, finding the balance between innovating and still staying compliant comes with its share of risks.

    Join this panel to learn:
    -How can financial institutions reduce operational expenses whilst also reducing risk
    -Best practices for data management and streamlining processes
    -The benefits and challenges of moving to the cloud"

    Leda Glyptis, Chief of Staff, 11:FS
    Jennifer Bers, VP of Sales, Onfido
    Denise Bedell, Executive Director, Content Innovo
    Polina Evstifeeva, Head of Regulatory Strategy - GTB Digital, Deutsche Bank
  • Livestream Discussion - The Future of Trade Finance
    Livestream Discussion - The Future of Trade Finance
    Rowan Austin, NatWest | Rebecca Harding | Enno-Burghard Weitzel, Commerzbank | Michael Sugirin, Standard Chartered Recorded: Sep 24 2019 38 mins
    When it comes to cross-border transactions, the shift to a digital landscape and infrastructure is a common challenge. The demand for clearinghouses, the rising competitive landscape, and the increasing need for new technology will no doubt impact the trade finance landscape.

    Join this panel to learn:

    -How can emerging technologies like blockchain be used to transform the future of trade finance?
    -How can global and regional banks better collaborate to create a more efficient ecosystem?
    -What are the interoperability challenges that arise, especially with regards to global supply chains?

    Rebecca Harding, Independent Economist
    Rowan Austin, Head of Trade Origination & Advisory, NatWest
    Enno-Burghard Weitzel, Head of Product Management Trade Services, Commerzbank
    Michael Sugirin, Global Head, Open Account Trade, Ecosystem & Trade Implementation,
    Transaction Banking, Standard Chartered
  • How Multi-Asset Strategies Deliver
    How Multi-Asset Strategies Deliver
    Melinda Mecca, Director of Investment Solutions Recorded: Sep 19 2019 1 min
    Slowing global growth — and the drag on performance that may result — means investors are searching for innovative ways to achieve their desired outcomes. They may find the answer in strategies that package investment skill, risk management and tactical flexibility, all in one.
  • 3 Ways to Build Business with Multi-Asset Strategies
    3 Ways to Build Business with Multi-Asset Strategies
    Melinda Mecca, Director of Investment Solutions Recorded: Sep 19 2019 1 min
    Advisors spend about 25 hours a week on investment functions, cutting into time for finding new clients and building holistic financial plans for current clients. Not to mention time for today’s increasingly complex fiduciary responsibilities. Here’s how multi-asset strategies can help.
  • 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 Recorded: Sep 19 2019 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.
  • How to pick funds when designing a Model Portfolio
    How to pick funds when designing a Model Portfolio
    Allan Lane, PhD, Algo-Chain | Joshua Woodruff, CFA, Vanguard Asset Management | Irene Bauer, PhD, Twenty20 Investments Recorded: Sep 19 2019 59 mins
    How to pick funds when designing a Model Portfolio

    You'll learn about:


    Why have model portfolios proved to be so popular?

    What type of products are Financial Advisors and Discretionary Fund Managers typically including when they build these portfolios?

    How do you actually go about building a model portfolio, what are the practical considerations when selecting funds?


    Panel:


    Allan Lane, PhD | Founding Partner, Algo-Chain


    Joshua Woodruff, CFA │ Senior Manager, Portfolio Consulting, Vanguard Asset Management


    Irene Bauer, PhD, | Chief Investment Officer, Twenty20 Investments
  • ESG Integration in Sovereign Debt: Emerging and Developed Markets #1
    ESG Integration in Sovereign Debt: Emerging and Developed Markets #1
    PRI, MN, Insight Investment, Social Progress Imperative Recorded: Sep 19 2019 65 mins
    Join the PRI, MN, Insight Investment and Social Progress Imperative 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 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 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.

    Onursal Kilic, Lead Portfolio Manager, MN
    Joshua Kendall, Senior ESG Analyst, Insight Investment
    Michael Green, Chief Executive Officer, Social Progress Imperative
  • Is the time right for investment in healthcare infrastructure?
    Is the time right for investment in healthcare infrastructure?
    Julie-Ann Mizzi, Global Head of Social Care Recorded: Sep 18 2019 14 mins
    The scale of demographic change in the modern world is disrupting the healthcare landscape globally. Although this sector has not previously been traditionally considered part of the infrastructure asset class, infrastructure health assets offer essential services, defensive characteristics and stable revenues.



    In this webinar, we’ll discuss the important role private capital plays in supporting the development of new healthcare infrastructure, the risks associated with investing in this asset class, and the social impact this important sector plays globally.
  • The WealthTech Talks: The modern portfolio management system for wealth managers
    The WealthTech Talks: The modern portfolio management system for wealth managers
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Sep 17 2019 59 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
  • Myths, Facts and Challenges Facing Blockchain
    Myths, Facts and Challenges Facing Blockchain
    Ahmed Banafa, IoT-Blockchain-AI Expert & Professor, San Jose State University Recorded: Sep 17 2019 53 mins
    In this webinar Prof. Banafa will discuss Myths, Facts and Challenges facing Blockchain Technology, he will explain Libra the new cryptocurrency of Facebook , list the 7 mistakes to avoid in Blockchain projects , he will explore the job market for blockchain technology , the webinar will cover applications of blockchain technology too.

    Join BrightTALK's FinTech Insights group on LinkedIn: http://bit.ly/2PLQXG3
    Join BrightTALK's BI & Big Data group on LinkedIn: http://bit.ly/2PJlPHm
  • Xpedition: More details on the solution offering, Microsoft Dynamics 365 for WM
    Xpedition: More details on the solution offering, Microsoft Dynamics 365 for WM
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Sep 16 2019 6 mins
    Welcome to the second 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:

    - An overview of the lead features and functions of Microsoft Dynamics 365 for Wealth Management
    - Where the solution has been deployed, why it was chosen and what it is doing for that case/client
    - What is coming next with regard to the further development of the solution

    Thank you again to Ben for his time and insights and to his colleagues for organising the time.
  • 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 Recorded: Sep 12 2019 30 mins
    Founder Hazel Henderson discusses the value of global frameworks like the UN SDGs to sustainable business growth.
  • What’s in a weighting scheme?
    What’s in a weighting scheme?
    Lingjuan Ma, senior analyst, FTSE Russell , Jake Bambridge head of product marketing, Smart Beta & Factors Recorded: Sep 11 2019 55 mins
    Examining the fundamental relationship of weighing schemes and factor exposure.
    Join Lingjuan Ma senior analyst at FTSE Russell, for an exploratory webinar where she will address 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.The webinar will go on to examine the investment implications of size exposure across the size spectrum.
  • Avoid the crowds: the case for securitized credit
    Avoid the crowds: the case for securitized credit
    Michelle Russell-Dowe, Head of Securitized Credit, Schroders Recorded: Sep 10 2019 27 mins
    Given the challenges facing ‘traditional’ fixed income, we think segments of the securitized market warrant consideration for being a strategic portfolio component, given their better fundamentals and lower volatility compared to the more popular (and crowded) credit markets. Hear from Head of Securitized Credit Michelle Russell-Dowe as she gives her insights and opinions on the securitized space, how we expect the asset class to fare in today’s low rate environment, and where she sees opportunities within the consumer-driven, housing and real estate segments.
  • Geneva WealthTech Forum: View from the event founder and local wealth manager
    Geneva WealthTech Forum: View from the event founder and local wealth manager
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Sep 10 2019 2 mins
    During the 2019 Geneva Wealthtech Forum, we had the pleasure to interview Jay Oberai, founder of local Geneva multi-family office, Synergy Asset Management, and also founder of the Geneva Wealthtech Forum itself.

    In this first video of several with Jay, he gives his view on what was the highlight for him from putting together and running the event.
  • TCFD: Leaders and Challenges
    TCFD: Leaders and Challenges
    Louise Pryor, IFoA; Ed Baker, PRI; Ben Carr, Aviva Recorded: Sep 2 2019 62 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.
  • Geneva WealthTech Forum – The view from a Zurich-headquartered Swiss WealthTech
    Geneva WealthTech Forum – The view from a Zurich-headquartered Swiss WealthTech
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Aug 23 2019 2 mins
    During the 2019 Geneva Wealthtech Forum, we interviewed Philipp Zollinger from Zurich-headquartered WealthTech player, Evooq.

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

    - What he sees as his wealth manager target market’s main technological pain points
    - In terms of the WealthTech marketplace, what he sees as the most interesting development areas in Switzerland
    - Given the international marketplace in which Switzerland operates, how he thinks the centre is positioned

    Thanks again to the Geneva WealthTech Forum team for their support in organising the interview and to Philipp for his time and insights.
There are currently no upcoming webinars or videos.