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 municipal fixed income market offers opportunities for sophisticated investors who appreciate the nuances of the asset class. Any number of factors can impact the credit worthiness of a particular security. Getting it right requires the ability to analyze individual security features, and ultimately, security strength.
Join our team of municipal fixed income experts who will examine broad sector trends, sector specific indicators, expectations for performance and outliers in this space. Our team will discuss:
• Expectations for economic activity and implications for municipalities over the next 12-18 months
• Sectors that appear to be more challenged and those that are improving
• Incorporating munis in a portfolio to meet specific investment objectives
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.
Adhering to international maritime sanctions requirements can be challenging in today’s regulatory landscape. Join Dow Jones Risk & Compliance and experts from HFW and Pole Star for a discussion on best practice in shipping compliance. Learn about regulatory developments -- including the latest UN Security Council communiques on "Sanctions compliance for the maritime transportation sector" -- and leverage case studies on the use of enhanced sanctions data and monitoring tools to mitigate sanctions risk.
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.
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).
In 2014, China overtook the USA as the world's largest economy by GDP, emphasizing the heightened importance of emerging markets to the global financial system.
Join Brendan Ahern, Chief Investment Officer at KraneShare and Brad Zucker, Senior Product Research Analyst at FTSE Group who will be looking at the growth of emerging markets and discussing:
- Demographic and economic drivers of change
- How big is big? Measuring the size of emerging markets
- Liquidity, representation and transparency: Addressing the challenges in emerging markets
-New benchmarks for a new global economy- what can GDP weighted indexes offer?