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US Wealth Managers

  • TPI Webinar: Transportation
    TPI Webinar: Transportation
    TPI Recorded: Dec 12 2019 51 mins
    Join us to discuss the latest release from the Transition Pathway Initiative (TPI). This release covers the transportation section which looks at Airlines, Autos, and the new sector of Shipping. The discussion will cover a brief overview of the TPI, the methodology and the results from these sectors. There will also be a chance for some Q&A.
  • 2020 Investment Outlook: What could disrupt consensus expectations?
    2020 Investment Outlook: What could disrupt consensus expectations?
    [Americas audience webinar] Alec Young, managing director, global markets research, FTSE Russell Recorded: Dec 11 2019 32 mins
    Global Markets Research, FTSE Russell.
    (Webinar for investors based in the Americas)

    In this 30-minute webinar, Alec Young, managing director, global markets research at FTSE Russell, will discuss some of the risks confronting investors in 2020, before addressing questions via a live Q&A with webinar participants.

    Key discussion points:

    • Reviewing 2019’s global equity and bond market performance, in the context of a deteriorating macroeconomic backdrop.
    • Appraising the current economic, profit, valuation and financial conditions market drivers.
    • Exploring what’s priced in and what could surprise in 2020.
  • What is Finantix working on now?
    What is Finantix working on now?
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Dec 11 2019 3 mins
    Welcome to the forth video from our new video interview series with Finantix. In this video, we interview Alessandro Tonchia, Co-Founder & Director, who provides us with an overview of what the firm is working on now, including:

    - What the current Finantix product focus is
    - What business challenges are clients looking to address

    Thank you again to Alessandro for his time and insights.

    More insights to follow soon.....
  • Why Asian fixed income makes sense in the face of rising uncertainty
    Why Asian fixed income makes sense in the face of rising uncertainty
    Neal Capecci, CFA, Managing Director, Portfolio Manager, Asian Fixed Income Recorded: Dec 11 2019 5 mins
    Neal Capecci, portfolio manager, Asian fixed income, addresses some topical themes relating to Asian bonds and what makes the Asian fixed-income space stand out right now in a global context
  • 2020 Investment Outlook
    2020 Investment Outlook
    [European audience webinar] Philip Lawlor, managing director, global markets research, FTSE Russell Recorded: Dec 11 2019 31 mins
    Global Markets Research, FTSE Russell.
    (Session for investors based in EMEA)

    In this 30-minute webinar, Philip Lawlor, managing director, global markets research at FTSE Russell, will discuss some of the risks confronting investors in 2020, before addressing questions via a live Q&A with webinar participants.

    Key discussion points:

    • Reviewing 2019’s global equity and bond market performance, in the context of a deteriorating macroeconomic backdrop.
    • Appraising the current economic, profit, valuation and financial conditions market drivers.
    • Exploring what’s priced in and what could surprise in 2020.
  • Ep 62: Renewables Expert Peter Fusaro Says Clean Energy Has Arrived
    Ep 62: Renewables Expert Peter Fusaro Says Clean Energy Has Arrived
    Peter Fusaro, Senior Advisor to AV Group Ltd. Recorded: Dec 10 2019 29 mins
    Fusaro shares key findings from his research: 1) renewables are now affordable with costs declining 40-90%, 2) U.S. corporate buying of renewable energy has doubled in the last two years, and 3) renewables are great investments for pension funds
  • An introduction to Kaizen Reporting
    An introduction to Kaizen Reporting
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Dec 9 2019 4 mins
    Welcome to the first video of our new video interview series with London, UK-headquartered Kaizen Reporting. In this first video, we interview Dario Crispini, CEO, who provides us with a quick introduction to the business, including:

    - Why they set up Kaizen Reporting
    - What the history and current profile of the firm is
    - Where the firm is based and where it is active
    - How would he best describe Kaizen
    - What sets the firm apart from other regulatory reporting service providers

    Thank you again to Dario for his time in providing this overview.

    More insights to follow soon....
  • Tindeco Vision’s development process and roadmap
    Tindeco Vision’s development process and roadmap
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Dec 5 2019 3 mins
    Welcome to the third video in our new video interview series with Tindeco Financial Services. In this video, we interview Michael Kaimakliotis, CEO, who provides us with further insights around Tindeco Vision, including:

    What is the process and structure to develop Tindeco Vision
    What is in the Tindeco Vision development roadmap
    Thank you again to Michael for his time and insights.

    More insights to follow soon.....
  • Geneva WealthTech Forum – The view from the event’s host (part 2)
    Geneva WealthTech Forum – The view from the event’s host (part 2)
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Dec 5 2019 3 mins
    During the 2019 Geneva Wealthtech Forum, we had the pleasure to interview the host for the day, Christine Ciriani, Industry Partner at Motive Partners and the former head of Capco in Switzerland.

    In this video, Christine talked to us about some of the structure, highlight themes and topics from the day.
  • Dividend growth – a multi-factor approach to a late cycle environment
    Dividend growth – a multi-factor approach to a late cycle environment
    Rolf Agather, NA Research (FTSE Russell); Jonathan Shelon, COO (KFA Funds); Clint Sorenson, Co-Founder (WealthShield) Recorded: Dec 4 2019 65 mins
    Dividend growth represents a strong quality characteristic because continuous increases to a firm's dividends may signal confidence that it can consistently generate positive earnings growth.

    The FTSE Dividend Select Equal Weight Index Series is designed to measure the performance of US companies that have successfully increased their dividend payments over a period of 10 years.
    On a quarterly basis the highest-ranking companies based on momentum are selected and equally weighted to form the final index, capturing the Small, Mid, or Large cap domestic market. The indexes are designed to provide a benchmark for investors looking to capture a concentrated portfolio of constituents demonstrating increased dividends and positive momentum.

    Join experts from FTSE Russell, KFA Funds and WealthShield as they discuss smart beta indexes’ methodology, exposure to price-based momentum and the potential benefits of investing via ETFs or Direct Indexing.

    *** Please note that this webinar is addressed exclusively to professional investors in the USA and/or jurisdictions where KraneShares ETFs or products and WealthShield services or products are approved for distribution. ***
  • What and why investors need to know about soil health
    What and why investors need to know about soil health
    Andrew Voysey (Soil Capital), Steven Rosenzweig (General Mills), Yasmine Svan (LGIM), Gemma James (PRI) Recorded: Dec 4 2019 61 mins
    Investors have been engaged on agricultural related topics such as deforestation, water, food security and climate but little attention has been paid to the importance of soil health and its foundational role in all of these issues, as well as with respect to supporting decent farmer livelihoods. PRI will host a webinar to raise awareness and to build the business case on why investors should pay attention to soil health. It will highlight the risks that all investors are exposed to and explore the opportunities available to them.

    The webinar will cover:
    1. Why soil health is important to companies throughout the food sector and the risks and opportunities investors are exposed to;
    2. Regenerative agriculture as one approach to improving soil health and the associated benefits for businesses and resilient communities;
    3. How investors can integrate soil health with other agriculture-related topics and what they should engage companies on which is specific to soil health.
  • The Finantix product portfolio
    The Finantix product portfolio
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Dec 4 2019 4 mins
    Welcome to the third video from our new video interview series with Finantix. In this video, we interview Alessandro Tonchia, Co-Founder & Director, who provides us with an overview of the firm's product portfolio.

    Thank you again to Alessandro for his time and insights.

    More insights to follow soon.....
  • Focus Solutions: Technology and improving the client experience in wealth mgmt
    Focus Solutions: Technology and improving the client experience in wealth mgmt
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Dec 4 2019 4 mins
    Welcome to the fifth video in our video interview series with United Kingdom-headquartered FinTech, Focus Solutions. In this episode, we interview Mike Hearfield, Head of Digital, who provides us with a view on the role of technology in improving the client experience in the wealth management sector, including:

    - From his experience working with different types of wealth managers in the UK, where they are in the use of technology to deliver an improved client experience
    - In general, in which areas he feels wealth managers can best deploy technology to support the delivery of a modern or improved client experience
    - Going further, what thinking he can provide as to how firms can look and think about technology-led client engagement differently

    Thank you again to Mike for his time and insights.

    More insights to follow soon.....
  • An introduction to Tindeco Vision
    An introduction to Tindeco Vision
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Nov 29 2019 3 mins
    Welcome to the third video in our new video interview series with Tindeco Financial Services. In this video, we interview Michael Kaimakliotis, CEO, who provides us with an introduction to Tindeco Vision, including:

    - What is Tindeco Vision
    - What is the USP of Tindeco Vision
    - How does the firm deploy Tindeco Vision

    Thank you again to Michael for his time and insights.

    More insights to follow soon.....
  • Geneva WealthTech Forum: The view from a quantum computing expert (part 2)
    Geneva WealthTech Forum: The view from a quantum computing expert (part 2)
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Nov 29 2019 4 mins
    During the 2019 Geneva Wealthtech Forum, we interviewed Ilyas Khan, Co-Founder and CEO at Cambridge Quantum Computing. In this second video, Ilyas talked to us about what Blockchain and Distributed Ledger technology is and its relevance for financial services and wealth management.

    Thanks again to the Geneva WealthTech Forum team for their support in organising the interview and to Ilyas for his time and insights.
  • The ETF Weekly Update: The FinTech Frontiers: Alpha Generation vs Copy Trading
    The ETF Weekly Update: The FinTech Frontiers: Alpha Generation vs Copy Trading
    Allan Lane, PhD, Algo-Chain | Sam Rudnick, eToro | Irene Bauer, Twenty20 Investments Recorded: Nov 28 2019 59 mins
    This week, you'll learn:

    What is meant by Social Investing Platforms and Copy Trading?
    How the world of FinTech is re-shaping the WealthTech space
    Why Model Portfolios are playing a key role in both of these movements

    Participants
    Allan Lane - Algo-Chain - Co Founder
    Sam Rudnick - AUM Growth Manager - eToro
    Irene Bauer - CIO - Twenty20 Investments
  • Digitalizing the HNW Client Onboarding Journey in Wealth Management
    Digitalizing the HNW Client Onboarding Journey in Wealth Management
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Nov 28 2019 58 mins
    The wealth management industry has witnessed significant change over the past few years. In order to stay competitive and deliver modern client expectations, successful wealth managers must develop strategies for delivering a streamlined client onboarding journey to a digitally savvy client base.

    In this webinar, you will learn:

    - Why client experience is the new battleground for global wealth managers
    - How data, innovation and technology are transforming client onboarding
    - The latest market trends and insights
    - What a best-in-class client experience looks like

    The Wealth Mosaic's Co-Founder and Head of Marketplace & Content, Stephen Wall, will speak with Steve D'Souza, Global Divisional Head - Private Banking & Wealth Management at Fenergo, and Abhishek Singh, Asset & Wealth Management Lead at Capital Markets, on this topic.
  • Focus Solutions:Benefits, factors and tips for technology project implementation
    Focus Solutions:Benefits, factors and tips for technology project implementation
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Nov 27 2019 3 mins
    Welcome to video four of our video interview series with United Kingdom-headquartered FinTech, Focus Solutions. In this video, we interview Martin McHugh, Head of Delivery, who provides us with a view of the benefits, factors and tips for successful technology project implementation, including:

    What he sees as the benefits of a strong implementation process and the risks of a poor one
    What he sees as the important factors in delivering a successful project implementation, and what defines success
    What tips he would give to wealth management firms to help them improve their project implementation process
    Thank you again to Martin for his time and insights.

    More insights to follow soon....
  • Finantix’s value proposition to the wealth management sector
    Finantix’s value proposition to the wealth management sector
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Nov 27 2019 3 mins
    Welcome to the second video from our new video interview series with Finantix. In this video, we interview Alessandro Tonchia, Co-Founder & Director, who provides us with:

    - The Finantix value proposition
    - Why choose Finantix?

    Thank you again to Alessandro for his time and insights.

    More insights to follow soon.....
  • 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: Nov 27 2019 61 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 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: Nov 26 2019 58 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
  • Geneva WealthTech Forum – The view from the event’s host (part 1)
    Geneva WealthTech Forum – The view from the event’s host (part 1)
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Nov 25 2019 4 mins
    During the 2019 Geneva Wealthtech Forum, we had the pleasure to interview the host for the day, Christine Ciriani, Industry Partner at Motive Partners and the former head of Capco in Switzerland.

    In this video, Christine talked to us on:

    - The background to her interest in participating in the Geneva WealthTech Forum
    - The best part of the day for her as host
    - What she learned from listening to all of the talks and presentations during the day
    - What she believes the wealth management industry can learn from the topics and discussions on show at the event

    #geneva #switzerland #wealthtech #wealthtechnology #wealthinsights #wealthknowledge #wealththinking #wealthsolutions #financialcentre #wealthmanagement #wealthischanging #digitalwealth #privatebanking #familyoffice #financialadvice #privatewealth
  • Fiduciary duty in the 21st century – from a legal case to regulatory clarificati
    Fiduciary duty in the 21st century – from a legal case to regulatory clarificati
    The PRI, UNEP FI and The Generation Foundation Recorded: Nov 22 2019 5 mins
    https://www.fiduciaryduty21.org/

    Fiduciary Duty in the 21st Century, a collaboration between the PRI and UNEP FI with generous financial support from The Generation Foundation, contributes an extensive evidence base to end the debate on whether fiduciary duty is a legitimate barrier to the integration of environmental, social and governance (ESG) issues in investment practice and decision-making.

    Hear from market actors themselves how governments are updating their frameworks, regulators are moving to support the updated conception of fiduciary duty, and investors are also expressing and working towards aligning economic and sustainability objectives.

    The project finds that in the 21st century there has been a marked growth in responsible investment regulation and policy around the globe. Investors that fail to incorporate ESG issues are failing their fiduciary duties and are increasingly likely to be subject to legal challenge.

    While the conceptual debate around whether ESG issues are a requirement of investor duties and obligations is now over, there are several areas where further work is required.

    Visit http://www.fiduciaryduty21.org for more details.
  • An introduction to Tindeco’s client base
    An introduction to Tindeco’s client base
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Nov 22 2019 3 mins
    Welcome to the second video of our new video interview series with Tindeco Financial Services. In this video, we interview Michael Kaimakliotis, CEO of Tindeco who provides us with a quick introduction to the firm's client base, including:

    - What types of clients does Tindeco work with?
    - What is the geographic location of your current client base?

    Thank you again to Michael for his time and insights.

    More insights to follow soon.....
  • Interview with Appway: Innovate to Succeed - The Client Call to Action for WM
    Interview with Appway: Innovate to Succeed - The Client Call to Action for WM
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Recorded: Nov 21 2019 4 mins
    Our Co-Founder, Stephen Wall, recently interviewed Madli Lillemägi and Arndt Mielisch from Appway in Zurich to hear the highlights from their recent research report, Innovate to Succeed - The Client Call to Action for Wealth Management, conducted together with Scorpio Partnership.

    Facing higher costs and declining margins, private bankers and wealth managers are increasingly under pressure. To escape the commodity trap, they must create new value for their customers. This market study provides first-hand customer insight on how they can become more effective in serving their existing clientele, as well as identify and develop future opportunities. The report is based on our research engagement with Scorpio Partnership (Aon), who interviewed 272 investors across the globe.
  • 2019 Factor Performance Review and Insight
    2019 Factor Performance Review and Insight
    Webinar for investors in the Americas and Europe Jan 15 2020 3:00 pm UTC 45 mins
    Following the publication of FTSE Russell's quarterly 'Market Maps Factor Indicator' report in January, Philip Lawlor, managing director global markets research and Marlies van Boven, managing director, research & analytics will present its key findings and:

    • Review factor performance across the regions in 2019
    • Examine the link between the economic cycle and factor behaviour

    In the live Q&A session that follows the presentation, you’ll have an opportunity to submit questions that are most important to you and hear first-hand insights from our speakers.
  • 2019 Factor Performance Review and Insight
    2019 Factor Performance Review and Insight
    For investors located in APAC, with Philip Lawlor, MD global markets research and Marlies van Boven, MD research & analytics Jan 16 2020 4:30 pm UTC 45 mins
    Following the publication of FTSE Russell's quarterly 'Market Maps Factor Indicator' report in January, Philip Lawlor, managing director global markets research and Marlies van Boven, managing director, research & analytics will present its key findings and:

    • Review factor performance across the regions in 2019
    • Examine the link between the economic cycle and factor behaviour.

    In the live Q&A session that follows the presentation, you’ll have an opportunity to submit questions that are most important to you and hear first-hand insights from our speakers.
  • Emerging Markets Webinar 2020
    Emerging Markets Webinar 2020
    RBC Global Asset Management and BlueBay Asset Management Jan 22 2020 3:00 pm UTC 45 mins
    We invite you to join RBC Global Asset Management and
    BlueBay Asset Management for a live webinar on January 22
    at 10:00am ET. Investment professionals will provide a view into
    the 3 ideas shaping their outlook into Emerging Markets in 2020.

    Will global growth finally bottom out?
    Does a maturing credit cycle lead to increased price dislocations?
    Are persistent trade frictions the new normal?
    How is ESG evolving in Emerging Markets?