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US Wealth Managers

  • Authentication and Banking Security Using Plug and Play AI
    Authentication and Banking Security Using Plug and Play AI
    Joshua Bower-Saul, CEO and Founder, Cybertonica Recorded: Jul 17 2019 41 mins
    We will look at the background of existing incumbent systems and rule-based infrastructure now operating in Banks, and establish why the use of Machine Learning and AI helps alleviate 20% of cost and increase customer satisfaction while protecting the transaction and networks of the bank from intrusion. Also, the new device and contextual Big Data services of Cybertonica will be described. In the end, we need to see how security and customer convenience can be optimised while reducing cost and friction in the banks systems.

    Joshua Bower-Saul has 20 years experience in managing tech companies and startups. He is the founder of 4 businesses in online funding, media and FinTech. Joshua is a graduate of Harvard (MA) and INSEAD (MBA). He speaks fluent Russian, French and German.
  • [Panel] Big Data and AI in Banking
    [Panel] Big Data and AI in Banking
    Bharat Bhushan | Valentina Kristensen | Richard Price | Marie Measures | Mitesh Soni Recorded: Jul 17 2019 60 mins
    Any process and interaction that can be digitised is being digitised - either for customer convenience or, for operational efficiency and costs. But, what happens when every bank and every possible process is digitised. What next? How can banks differentiate themselves? What role can data and AI play in creating value?

    In this session, we will hear from industry leaders on their views on this topic and pragmatic recommendations on how to get started on this journey.

    Moderated by:
    Bharat Bhushan, CTO Banking & Financial Markets, IBM
    Panelists:
    Marie Measures, CIO, Coventry Building Society
    Richard Price, Sales Director, TIBCO
    Valentina Kristensen, Director, Growth & Communications, OakNorth
    Mitesh Soni, Senior Director - Innovation and Fintech, Finastra
  • Identity and Access Management: A License to Operate
    Identity and Access Management: A License to Operate
    Philip Dutton, Co-Founder, Solidatus Recorded: Jul 17 2019 47 mins
    There are three pillars to control in a data rich, regulated company – these are what data you have, what it is being used for and who is using it. These pillars have nuances as well, for example where is the person, the data or the process and how old is the data. In the current data climate, it is normal for a company to have a policy to tell people (customers as well as staff) the rules of the road for accessing information. Enshrining this policy into the fabric of the organisation so that people do not have to think about it as well as satisfying the current trend of DevOps is the key to allowing a fast iteration culture, delivering value without creating more overheads.

    About the speaker:

    Co-founder, Philip Dutton, has led Solidatus from concept through to launch and now accelerated growth. Working to help organisations utilise visual lineage to enable understanding and simplification of complex systems landscapes, demonstrate regulatory lineage, improve governance and assist with transformational change. With 20 years of experience as a Senior System Architect, Engineer and Project Manager within the Financial Services industry, Philip’s expertise focuses on global transformational change projects within global organisations. Passionate about revolutionising the data economy and helping companies become proactive instead of reactive.
  • Data Migration: Avoid the Thunderstorm, Move to Cloud 9
    Data Migration: Avoid the Thunderstorm, Move to Cloud 9
    Philip Miller, Co-Founder, Solidatus Recorded: Jul 16 2019 44 mins
    Many cloud migrations end up as a thunderstorm, financial services organisations must embrace the cloud, but it is not as simple as just running up an application off-prem. Problems are common, identifiable and avoidable. There are now many factors to consider, such as the location of the cloud data centre, the type of data being processed and who is accessing it (and from where). In addition to this, there are considerations such as data transfer and cloud suitability which need to be fully worked through before placing functionality outside of the corporate network. Solidatus helps to plan the strategy and migration path to cloud by plotting data/processing boundaries, providing control and transparency for stakeholders and smoothing the transition to the future state.

    About the speaker:

    Co-Founder, Philip Miller, Senior Architect, Analyst and Engineer with over 20 years’ experience within Financial Services specialising in high performance computing, complex event processing and system integration. He is an acknowledged expert is real-time regulatory reporting.
  • Communications & Information Infrastructure: Current Market Opportunities
    Communications & Information Infrastructure: Current Market Opportunities
    Adam Ringer, Principal, Infrastructure Equity, AMP Capital Recorded: Jul 16 2019 34 mins
    In this webinar we will discuss the fundamentals of communications infrastructure. What is the infrastructure that underpins the digital world, how does an equity manager deal with the practical challenges in the context of today’s market, and potential solutions to these challenges.

    Following the webinar you can expect to takeaway an understanding of the types of communications infrastructure, how the communications landscape is evolving now and in the future, and what investors need consider to find value in this market.
  • Jim McDonald: Growth Signals
    Jim McDonald: Growth Signals
    Jim McDonald, Chief Investment Strategist Recorded: Jul 15 2019 3 mins
    We think strong signals from the credit markets should offset the concerns about the slope of the yield curve. Chief Investment Strategist Jim McDonald explains.
  • EP53: 2019 SDG Advocates Raise Awareness for the UN’s Sustainability Agenda
    EP53: 2019 SDG Advocates Raise Awareness for the UN’s Sustainability Agenda
    Paul Ellis | Robert Skinner, Executive Director at UN Office for Partnerships Recorded: Jul 14 2019 25 mins
    Skinner talks about the 2019 class of SDG advocates recently appointed by the Secretary General to highlight achieving the UN SDG’s agenda for peace and prosperity for people and the planet.
  • 2019 Smart Beta Survey Results - Live Studio Panel Discussion
    2019 Smart Beta Survey Results - Live Studio Panel Discussion
    Rolf Agather, Managing Director, Research & Innovation, FTSE Russell Recorded: Jul 11 2019 64 mins
    Join Rolf Agather, Managing Director Research and a select panel of investment experts as they examine some of the key findings from the 2019 Smart beta survey from the studios of the London Stock Exchange.

    This year the panel will also discuss the results our special 'Smart Sustainability' report, which looks at the impact of ESG on Smart beta.

    This year we are delighted to be joined by;

    Owen Thorne, Investment Manager, Merseyside Pension Fund
    Erick Weis, Senior Portfolio Manager – Quantitative Management, Ohio Public Employees Retirement System
    David Barron, Head of Index Equity & Smart Beta, Legal & General Investment Management
    Bryon Lake, Head of International ETFs, J.P. Morgan Asset Management

    Both reports available on registration
  • Waverton Southeast Asian Fund Update Q2 2019
    Waverton Southeast Asian Fund Update Q2 2019
    Brook Tellwright. Manager of the Waverton Southeast Asian Fund Recorded: Jul 10 2019 33 mins
    Brook Tellwright provides an update on the positioning of the Waverton Southeast Asian Fund and an overview of the current outlook
  • EP52: 30 Years of ESG Investing at Neuberger Berman
    EP52: 30 Years of ESG Investing at Neuberger Berman
    Paul Ellis | Jonathan Bailey, Head of ESG Investing at Neuberger Berman Recorded: Jul 8 2019 29 mins
    Bailey, Neuberger Berman’s second generation leader of ESG investing, talks about the firm’s 30 years of competitive performance in active portfolio management of sustainable and impact investment strategies.
  • Kuwait Upgrade | Managing Transition to Emerging Markets
    Kuwait Upgrade | Managing Transition to Emerging Markets
    Abdullah Al Busairi, KMEFIC, Gary Rynhoud, FTSE Russell Recorded: Jul 4 2019 34 mins
    Following MSCI's decision to upgrade Kuwait to Emerging Market status, and estimated $2.8 Billion of passive flows will be directed to the Gulf state. In this webinar, Kuwait & Middle Eastern Financial Investment Company joins HANetf to give a local perspective on this important development and index provider, FTSE Russell explain their methodology and approach.
  • China A Shares: the end of the beginning, not the beginning of the end (US)
    China A Shares: the end of the beginning, not the beginning of the end (US)
    Penny Ning Pan (FTSE Russell), Annie Shum (CSOP Asset Management), Tariq Dennison (GFM Asset Management) Recorded: Jul 2 2019 60 mins
    A significant milestone has been achieved for China and global investors alike: the inclusion of China A Shares into the FTSE Global Equity Index Series (GEIS).

    On June 24th 2019, FTSE Russell officially welcomed China A Shares into FTSE GEIS, including more than 1,000 A Shares constituents. The initial tranche of Phase 1 is now complete, with tranches two and three scheduled for September 2019 and March 2020, respectively. It is forecast that China A Shares could represent nearly 5.5% of the FTSE Emerging All Cap Index when all three tranches are complete.

    Join experts from FTSE Russell, CSOP Asset Management and GFM Asset Management for an overview of this phased approach:

    • China A Shares - why now?
    • FTSE Russell’s implementation plan
    • Investing in and hedging A Shares exposure

    Agenda and speakers:

    • FTSE A50 Index – A solution for inclusion? Penny Ning Pan, FTSE Russell
    • Investing in China A Shares via an ETF. Annie Shum, CSOP Asset Management
    • A closer look into factors and hedging strategies in China’s stock markets. Tariq Dennison, GFM Asset Management

    Prior to joining this webinar, discover FTSE Russell’s infographic “China A Shares implementation plan”: ftserussell.com/ftse-china-shares-geis-infographic

    *** Please note that this webinar is addressed exclusively to professional investors in the USA and/or jurisdictions where CSOP funds or products are approved for distribution. ***
  • Waverton European Funds
    Waverton European Funds
    Jennifer Fisher, Chris Garsten & Charles Glasse Recorded: Jul 2 2019 3 mins
    An introduction to Waverton's European Funds, managed by Chris Garsten and Charles Glasse
  • Wouter Sturkenboom: Advent of Global Easing
    Wouter Sturkenboom: Advent of Global Easing
    Wouter Sturkenboom, Chief Investment Strategist EMEA & APAC Recorded: Jul 1 2019 3 mins
    Central banks across the world have either started easing monetary policy or signaled they will do so soon. We believe this is the advent of a global easing cycle. Chief Investment Strategist EMEA & APAC Wouter Sturkenboom explains.
  • EP51: Hazel Henderson & Tim Nash Present the Green Transition Score Board
    EP51: Hazel Henderson & Tim Nash Present the Green Transition Score Board
    Paul Ellis | Hazel Henderson | Tim Nash Recorded: Jun 30 2019 31 mins
    Co-authors Henderson and Nash talk about the main focus of the 2019 Green Transition Scoreboard (GTSB): Transitioning to Science-Based Investing.
  • The Russell 2000 Index: US small cap index of choice
    The Russell 2000 Index: US small cap index of choice
    Rolf Agather & Catherine Yoshimoto (FTSE Russell), Kristy Akullian (BlackRock) Recorded: Jun 26 2019 60 mins
    The Russell US Indexes are designed to reflect the ever-changing US equity market. Each June, the entire family of Russell US Indexes is realigned and recalibrated to reflect market changes in the last year. This closely watched event impacts more than $9 trillion in investor assets benchmarked to or invested in products based on the Russell US Indexes and culminates in what is traditionally one of the highest trading volume days of the year across the major U.S. equity exchanges. During this highly-anticipated market event, the breakpoints between large, mid and small cap are redefined to ensure market changes that have occurred in the preceding year are captured.

    During this webinar, experts from FTSE Russell and iShares will be discussing how to get re-acquainted with small cap equities in 2019:

    • What is the Russell 2000 Index? – performance, volatility, assets tracking
    • Basics of Russell Recon mechanics – construction, breakpoint shifts over time, banding and turnover
    • A guide to using financial instruments linked to the Russell 2000 Index

    Speakers:

    • Rolf Agather, CFA, managing director, research & innovation, FTSE Russell
    • Kristy Akullian, CFA, iShares Americas Markets Coverage, BlackRock
    Moderator:
    • Catherine Yoshimoto, director product management, FTSE Russell

    Prior to joining, discover FTSE Russell’s infographic: http://bit.ly/2X8LpYK

    *** Please note that this webinar is addressed exclusively to professional investors in the USA and/or jurisdictions where iShares funds or products are approved for distribution. ***
  • The EU Taxonomy: Key takeaways for PRI Signatories
    The EU Taxonomy: Key takeaways for PRI Signatories
    Alyssa Heath, Senior Policy Analyst, PRI Recorded: Jun 26 2019 60 mins
    On 18 June, the Technical Expert Group on Sustainable Finance launched its recommendations for an EU Taxonomy – a classification system for environmentally sustainable economic activities.

    This webinar will share key findings that are relevant for PRI Signatories, including:
    1.How the Taxonomy was developed;
    2.What type of activities are included; and
    3.How the Taxonomy can be used by investors.
  • Peter Yi: A Missed Opportunity for the Fed
    Peter Yi: A Missed Opportunity for the Fed
    Peter Yi, CFA - Director of Short Duration Fixed Income Recorded: Jun 24 2019 3 mins
    Short-term rates were unchanged last week by the Federal Open Market Committee. We think this was a missed opportunity for the Fed to get in front of the market. Peter Yi, director of short duration fixed income, explains.
  • EP 50: An Entrepreneurial Approach to Advising Family Offices and Foundations
    EP 50: An Entrepreneurial Approach to Advising Family Offices and Foundations
    Paul Ellis | Karen Wawrzaszek - Senior Director of Financial Planning at Sullivan, Bruyette, Speros & Blayney Recorded: Jun 24 2019 35 mins
    Wawrzaszek discusses the firm’s entrepreneurial approach to strategic planning and investment advice across multiple generations of family wealth.
  • Jim McDonald: Interest Rate Relief Valve
    Jim McDonald: Interest Rate Relief Valve
    Jim McDonald, Chief Investment Strategist Recorded: Jun 17 2019 3 mins
    Global growth obstacles are rising as trade tensions build, but we expect lower U.S. interest rates to help soften the blow. Chief Investment Strategist Jim McDonald explains.
  • 2019 Smart Beta Survey - Get the Full Picture
    2019 Smart Beta Survey - Get the Full Picture
    FTSE Russell Recorded: Jun 17 2019 1 min
    The 2019 smart beta and smart sustainability surveys deliver some surprising results. Get the full picture!
  • EP 49: AllianzGI Combines Active Management and Shareholder Advocacy
    EP 49: AllianzGI Combines Active Management and Shareholder Advocacy
    Paul Ellis | Christian McCormick, CFA Director and Senior ESG Specialist with Allianz Global Investors Recorded: Jun 17 2019 28 mins
    McCormick shares his experience of shareholder advocacy--in 2018 the firm participated in 8,500 shareholder meetings. AllianzGI reported poor links between executive pay and company performance and voted against 74% of compensation proposals in the U.S.
  • Investors Fortnightly Digest: Ep 001: Climate Risk
    Investors Fortnightly Digest: Ep 001: Climate Risk
    Ryan Ross | Paul Ellis Recorded: Jun 12 2019 31 mins
    This fortnightly series speaks with voices from the investing world about important news from the last 2 weeks, and expectations for the next 2 weeks.

    Each episode will dive into a specific topic, focusing on questions such as:
    - why should this specific issue is important to investors?
    - what are the key points to consider when making decisions?
    - what resources should be consulted to find the key points?
  • How to Leverage Big Data for Customers: Lessons from a Purpose-Driven Bank
    How to Leverage Big Data for Customers: Lessons from a Purpose-Driven Bank
    Paul Clark, CTO, Tandem Jul 18 2019 1:00 pm UTC 41 mins
    For years, banks have been sitting on a goldmine of customer data. Only recently have they started exploiting that, although not surprisingly for their own benefit.

    Personal data can give great insights to drive bank outcomes by decreasing credit losses and reducing fraud losses. In this webinar Paul Clark, CTO, will look at how we can use customer data to;

    * Drive customer’s own advantage,
    * Avoid slip ups,
    * Dodge nasty charges,
    * Optimise the customer’s finances end to end.
  • Waverton European Capital Growth Fund Update Q2 2019
    Waverton European Capital Growth Fund Update Q2 2019
    Chris Garsten, Manager of the Waverton European Capital Growth Fund Jul 18 2019 2:00 pm UTC 15 mins
    Chris Garsten provides an update on the positioning of the Waverton European Capital Growth Fund and an overview of the current outlook
  • Data Analytics in FinServ: Good for Your Customers, Your People & Your Business
    Data Analytics in FinServ: Good for Your Customers, Your People & Your Business
    Eva Murray, Head of BI & Tableau Zen Master, Exasol Jul 18 2019 2:30 pm UTC 60 mins
    Data Analytics plays a key role for Financial Services organizations to support decision-making processes, keep customers’ investments safe and to drive innovative solutions.

    In this session we’ll share our recommendations for analysis and visualization best practices and for building analytics communities. We’ll also focus on how a sound and holistic approach to analytics can help you improve your customer experience, reduce the risk of fraud and stay ahead of the competition.
  • How Financial Services are using Big Data and Analytics to Change the Game
    How Financial Services are using Big Data and Analytics to Change the Game
    Ash Seddeek, YamaPay | Melanie Turek, Frost & Sullivan | Brad van Leeuwen, Railsbank Jul 18 2019 5:00 pm UTC 60 mins
    Like many of today’s leading-edge businesses, financial services companies are using big data and analytics to improve their own outcomes, and those of their clients. By leveraging both proprietary and public information, banks and insurance companies are better able to create personalized offers and service for each client, based on that customer’s specific needs and value to the business. They are also leveraging advanced analytics to identify key trends in the industry, shape future products and services and manage increasingly complex compliance requirements and regulations across the world. Leading-edge organizations are even starting to use artificial intelligence and machine learning tools to automate routine processes, increase employee productivity and deliver fast, customized customer experiences on the fly.

    Join us for an in-depth look at what you need to do to get started, as well as how to prepare to compete in an increasingly data-driven marketplace today and well into the future.

    This panel discussion will address:

    - Why financial service companies are doing this now
    - Tools involved
    - Is this just about the customer experience? What other areas of the business can benefit?
    - Highlights for both banking and insurance
    - Top challenges to success
  • Waverton European Dividend Growth Update Q2 2019
    Waverton European Dividend Growth Update Q2 2019
    Charles Glasse, Manager of the European Dividend Growth Fund Jul 19 2019 9:00 am UTC 15 mins
    Charles Glasse provides an update on the positioning of the Waverton European Dividend Growth Fund and an overview of the current outlook
  • Accelerating the Productivity of Financial Advisors with Digital Assistants
    Accelerating the Productivity of Financial Advisors with Digital Assistants
    Sindhu Joseph, Founder and Rajesh Sharma, Head of Customer Experience, CogniCor Jul 22 2019 9:00 pm UTC 45 mins
    According to McKinsey, AI will trigger an estimated $13 trillion of GDP growth between now and 2030. How can the wealth management industry capitalize on the latest artificial intelligence advancements to stay ahead of the technological curve, thereby both driving down long term costs and increasing overall productivity?

    Through the use of CogniCor’s CIRA platform, wealth management firms can create and maintain their own virtual assistants (VAs) which through the use of workflows can automate complex tasks for both financial advisors and their customers. Through the rapid ingestion of vast amounts of data, the virtual assistant allows financial advisors to interact more on a personal level with their clients, thereby helping them to reach their wealth management goals more effectively.

    The time that an advisor spends should be focused on working with their clients. By automating standard operations, advisors can focus on improving their clients’ portfolios, understanding their goals, and ultimately maximizing their short, medium and long term potential for growth.

    Many financial advisors and wealth management firms are still unaware of how technology enhances financial advisors’ performance. CogniCor is poised to be a leader in the industry, and look forward to bringing our experience with enterprise leaders to the rest of the industry players, be they small, medium or enterprise firms.
  • FTSE Russell Global Markets Research: Second Half Investment Outlook
    FTSE Russell Global Markets Research: Second Half Investment Outlook
    Alec Young Jul 24 2019 3:00 pm UTC 60 mins
    FTSE Russell's Q3 Global Markets Research: Second Half Investment Outlook Webinar.

    A live event presented by Alec Young, Managing Director, Global Markets Research. Alec will provide a global macroeconomic update and its asset allocation implications global equities, credit and alternatives.

    This webinar will cover:

    •US and global economic update – What lies ahead for the global economy?
    •Financial conditions & Fed monetary policy - Will the Fed live up to investors’ dovish expectations?
    •US and international earnings update – How realistic is a second half earnings growth rebound?
    •US and international valuation update – Exploring relative value opportunities?
    •Actionable asset allocation implications across global equities, credit and alternatives
  • Contributors and detractors to comprehensive factor performance
    Contributors and detractors to comprehensive factor performance
    Alex Severis, smart beta product manager, FTSE Russell; Robert Bush, Jason Chen & Eric Legunn, DWS Jul 25 2019 6:00 pm UTC 75 mins
    As factor investing becomes more popular, questions regarding performance and factor valuations are increasingly common. Despite seemingly simple questions, answers can be far from straightforward. In a recent research paper published by FTSE Russell it had been concluded that as with individual stocks, there is no definitive valuation metric which provides a clear answer, and different valuation metrics may well result in different conclusions.

    Join experts from FTSE Russell and DWS as they review how tilt-tilt indexes work, analyse various factor indexes and discuss top/bottom contributors and detractors from a factor, sector, single stock, country or currency perspective.

    Prior to joining this webinar, discover FTSE Russell’s factor indexes: ftserussell.com/index/spotlight/smart-beta-factor-indexes

    *** Please note that this webinar is addressed exclusively to professional investors in the USA and/or jurisdictions where DWS funds or products are approved for distribution. ***
  • The modern portfolio management system for wealth managers
    The modern portfolio management system for wealth managers
    Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Sep 17 2019 1:00 pm UTC 60 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