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.
FTSE Russell Senior Research Director, Tom Goodwin, PhD will provide a quick update on the Russell 2000 Index, exploring 2nd quarter 2017 data and trends. There will be time for Q&A following the update.
Every year, we develop long-term forecasts for the global economy, monetary policy and capital markets. Jim McDonald explores three of the key themes to emerge this year and what they mean for investors.
As cloud continues to erase the network perimeter, it’s more important than ever to align IT infrastructure to track more closely to the businesses it serves.
As a result, gateway technology choices and investments need to fit the cloud model and fit in terms of security use case, value, and real-world business requirements.
Join Dan Cummins, analyst with 451 Research and Tim Chiu, Senior Director of Product Marketing at Symantec, for an informative webinar on August 2 to hear a discussion of network security today.
- Discussion on the increased dependence on HTTP and HTTPS
- The limitations of Firewalls in the web and cloud world
The increasing critical need for web gateways, both on premise and in the cloud, for achieving:
- Access governance for users and devices
- Verifiable protection against advanced attack methods
- Agile risk management and measurable return on investment.
Important opportunities are at hand right now to integrate network and cloud-based approaches to achieve coordinated and robust anti-malware, privacy, policy and connectivity capabilities, while continuing on a path to flexible, software-defined infrastructure.
IT planners have far more options as to where to run their workloads than ever before. On-premises data centers, co-location facilities and managed services providers are now joined by hybrid multi-clouds – a combination of Software-, Infrastructure- and Platform-as-a-Service (SaaS, IaaS, and PaaS) execution venues. All have unique operational, performance and economic characteristics that need to be considered when deploying workloads.
In this Webinar Carl Lehmann, Principal Analyst with 451 Research, and Don Davis, Technology Director for Iron Mountain’s Data Center business will discuss how industry leading enterprises determine the best execution venues for their workloads by addressing:
•The market and technology trends that influence workload, data center and cloud strategy
•How to evaluate the characteristics of various workloads and execution venues
•How to manage workloads across on-premises and off-premises ecosystems
Attendees will learn how to formulate an IT strategy that can be used to guide the decision criteria needed for placing workloads on their best execution venues, and enable the migration and ongoing management of workloads across a hybrid multi-cloud enterprise architecture.
After many years of underperforming its US counterparts, non-US equities are outperforming. Going global in 2017 has certainly paid off for equity investors, but is this trend sustainable? Bob Browne explains.
A smart portfolio can mean the difference between a comfortable life and a constant struggle. Most people make poor, emotionally based investment decisions with many biases. Even investing professionals who studied Modern Portfolio Theory did not help their clients in the Global Financial Crisis.
In fact, when I ask professional investment advisors if they would hire themselves if they had $100 million in the bank, they all say of course not. Most pundits, from celebrity investment gurus to leading academics, have simply been wrong about markets and their predictability.
We are entering a new era of machine trading, where the average person has no chance to systematically outperform the markets. Learn about post-modern portfolio theory with David Siegel and start building a smart portfolio today.
We believe 2017 will be the year where growth cycles reconnect and become more synchronized.
Almost halfway through the year, we have seen some surprises in global markets and economies. Political risk in Europe – what seemed to be the biggest threat to global growth – has largely been defanged. But political risk in the US and Latin America is gaining strength.
Join Markus Schomer, CFA, Chief Global Economist, as he explores the key drivers of his midyear economic outlook:
•The global growth triangle and how it’s driving a regime change in markets
•Developed versus emerging market implications
•What investors should expect
Join Rolf Agather FTSE Russell, Mark Thompson CIO HSBC Pension Trust, Syed Haque,Director of Public Markets, UPS Investment Group and Andrew Knell, Senior Vice President and Senior Investment Strategist for Global Equity, Trust Asset Management as they debate the findings from the 2017 Smart beta survey from the studios of the London Stock Exchange
The Federal Reserve once again did the expected, and they got it exactly right: a prudent and totally predicted interest rate hike and well-telegraphed intentions about the Fed balance sheet. Bob Browne explains.
The results are in! The FTSE Russell 2017 Global Smart Beta Survey of asset owners details the latest trends, adoption rates, objectives, attitudes and expectations for smart beta across the globe. Download your copy now!
The stellar performance of just a few big technology stocks has raised investor concerns about whether we are seeing a repeat of the Tech Bubble of the late 1990s. Will the rally die? Jim McDonald explains.
With investor focus on emerging markets and worries regarding China, Wayne Bowers revisits the "One Belt, One Road" trade initiative. Will this lead to a new era of globalization and the reshaping of global trade?
Recently, Pensions Age spoke to David Harris, Head of Sustainable Investment about how sustainable investment is coming to the fore and particularly around the advent of 'smart sustainability' indexes.
In this webinar, co-hosted with Partners for Sustainability, Swiss Sustainable Finance will be questioning FTSE Russell's Head of Sustainable Investment on:
- How ESG investing has evolved over the past fifteen years worldwide and is becoming the new normal
- The state of global ESG disclosure
- Future trajectory and emergence of 'smart sustainability' indexes
Ms. Sabine Döbeli, CEO, Swiss Sustainable Finance
Mr. David Harris, Head of Sustainable Investment, FTSE Russell
Don't get caught off guard. While the French and Dutch elections didn't take the pure populist routes, investors still must take into account the continued influence of populism in Europe. Wayne Bowers explains.
Forget Oracle, IBM or any of the other big-name, publicly traded acquirers that – until now --have always set the tone in the tech M&A market. If a tech deal printed in 2017, the buyer is more likely a private equity firm than any of the well-known serial acquirers on the US stock market. This is the first time in the history of the multibillion-dollar tech M&A market that financial acquirers have been busier than these strategic acquirers. To understand how the ever-growing influence of buyout shops is reshaping the tech industry, join 451 Research for an hour-long webinar on Thursday, Sept. 7 2017.
Banks, credit unions and insurance companies may have differing business models, but they all have a common goal: better conversion and retention rates.
Fortunately, better customer onboarding usually translates to better conversion and retention. For this reason, organizations continue to invest in digital technologies to streamline operations and eliminate time-consuming online interactions in areas such as new account opening, loan origination and policy applications.
Those first information-intensive interactions, of course, are the most critical: you usually only get once chance to win a new customer’s business. But winning is only part of the equation. What if you could win—and wow—customers from those first moments and keep them engaged throughout the onboarding process?
Mark your calendars for this upcoming webinar, where industry experts will share six best practices to help your organization win and wow customers:
• Easy—Enable instant image and data capture via web and mobile technology
• Accurate—Extract data from pictures of physical documents without error-prone manual entry
• Automated—Invest in workflow tools to automate and track completion of process steps
• Visible—Empower staff and customers with process transparency and timely communication
• Consistent—Ensure data is complete and integrated across internal systems
• Efficient—Meet expectations for speed, while effectively managing regulatory risks
Speakers will include:
•Sheryl Kingstone, Director, 451 Research
•Sarah Johnson, Industry Solutions Architect, Kofax
•Jim Marous, Owner and Publisher, Digital Banking Report