Moz Afzal, Lead Portfolio Manager / Chief Investment Officer will be providing a quarterly updateRead more >
Today, business is fast-paced with more moving parts than ever before. Companies that adapt their systems quickly in responding to business needs have a distinct competitive advantage. But organizations that are saddled with legacy systems not only struggle to keep up, but they’re also likely to find themselves on the fringe of relevance. Learn how to extend CA PPM to solve these complex modernization challenges.
Which of these modernization challenges are you dealing with now?
•Modernization initiatives exist for our major systems, but we need “the plan” for what else must change too.
•Our systems are highly customized so we are “stuck”! How do we get unstuck without disrupting the business and get to our target state?
•There are a few hundred applications, many are too expensive to maintain and take too long to change, but how?
•Groups of large applications (e.g. mainframe, ERP, custom suites) need to be modernized to meet current business needs, but big bang will take too long, cost too much and “temporary” business solutions will just keep adding to today’s complexity and cost.
•Our best talent, who should be innovating, are stuck maintaining what we have and fixing it as best they can to meet business needs.
Join us for a BrightTalk webinar on Tuesday, May 17th at 10am PT where CA’s alliance partner Ciber will discuss how organizations are using portfolio management methods to solve these difficult and complex application modernization and rationalization challenges.
As companies grow and change in today’s dynamic business and technical environment the need to control and manage application(s) investment and usage is increasingly critical to an organization’s success. How to get this control and management becomes a pressing issue for many companies whether their applications are on site or cloud based.
Using a tailored enterprise specific approach, EmpoweredAPM expands CA PPM to provide clients with deep insight into how their application portfolios are performing, including an application’s business capabilities, value, health, risks, inter-relationships/dependencies, supporting products, total cost of associated services, and other key information related to their current and future software applications.
Please join us for a webinar on Wednesday, October 28th where EmpoweredAPM will demonstrate how enterprises can leverage CA PPM (Clarity) to provide effective application portfolio management through the integration of control and management.
At the end of the Webinar, you will be able to answer the question: How can your business achieve control, management, and cost effectiveness or your suite of applications, now and in the future to reduce you total cost of services supported by SW Applications?
Portfolio management has become more important in recent years, but for most organizations it’s still a tool they use to support other strategic processes. Industry expert Andy Jordan doesn’t think that’s enough, and in this webinar he explains the concept of a portfolio driven organization. This puts portfolio management at the heart of everything the organization does including:
- Investment planning and management
- HR and development strategies
- Technology strategy
- Organizational capacity and capability planning
In Andy’s usual upbeat and thought-provoking style, he’ll explain why portfolio management needs to be the hub of all strategic work in progressive organizations, and he’ll provide attendees with practical tools to start evolving their organization. Don’t miss out, register now.
Many UK investors have a disproportionately large exposure to UK equities – despite clear and present dangers faced by some of the key sectors and industries.
Join Tom Walker as he discusses the key economic issues and presents his case for a high conviction, global equity portfolio - a simple alternative that could help to reduce concentration risk and open up new opportunities.
Will Simmons, New Product Portfolio Support Manager at Tata Steel Europe, will take you through the processes and techniques used by Tata Steel to bring new products to market. New offerings in Tata Steel’s extensive product portfolio follow a lengthy and finely-tracked process from concept stages to R&D, and through the first years of sales, all managed with a PPM system. Join us to learn proven techniques for managing new product development based on Tata Steel’s use of PPM for areas including portfolio management, value management, and marginal analysis. David Werner of CA Technologies will join Will Simmons to answer questions submitted by the audience.Read more >
Analytic Investors, one of the investment teams within Wells Fargo Asset Management, is a leading expert and pioneer in factor based investing and strategies designed to outperform the market with less downside risk. Our strategies are based on strong academic evidence and utilise time-tested quantitative techniques that combine responsive, disciplined individual security selection with unparalleled risk management.
Please join us as we explore two different techniques to reduce equity risk without sacrificing equity returns. Over the past eight years, strong equity returns and low fixed income yields have led investors to reevaluate their equity risk exposure and adjust asset allocations by incorporating strategies like low volatility equity and long/short equity. As a result, these kinds of factor-based investing strategies have become more mainstream and gained the respect of many institutional clients and consultants. We will explain the academic foundation to this style of investing and highlight how investors can utilise these strategies to reduce equity risk without sacrificing long term returns. We will also discuss scenarios in which these investment styles tend to win and lose, benchmarking issues, and common misconceptions.
Martin Currie Global Portfolio Trust offers investors a core equity portfolio. It invests in global equities for long-term growth and is well diversified across around 50 individual holdings.Read more >
As investors, millennials usually are “sustainials”. They keep an eye on the positive environmental impact of their portfolio holdings as well as on financial returns. But they need to separate the wheat from the chaff. For instance, what’s the correct way of measuring carbon emissions? Either you apply the backward-looking CO2 footprint method, or you look ahead, using the less-known concept of “avoided CO2-emissions” instead.
Why we prefer the “avoided CO2 emissions” concept to the “carbon footprint” method
In this webinar, Pascal Dudle and Marco Lenfers of the Sustainable & Thematic Boutique explain the difference between these two methods, using the lighting industry as an example. Their main points:
-Clean-tech companies with the potential to avoid emissions help achieve the United Nations’ Sustainable Development Goals
-They are likely to gain market share and face fewer regulatory issues than competitors
-As a consequence, their shares should rise and benefit investor portfolios
As banks continue to focus on shorter-term lending, a gap has emerged within the medium-term private financing space. This enables Allianz Resilient Credit to match institutional investors, looking for medium-term reliable income, with the borrowing needs of companies that exhibit resilient business models and are capable of delivering robust gross margins.
Emmanuel Deblanc, Head of Resilient Credit, and Nadia Nikolova, Portfolio Manager Infrastructure Debt, discuss medium-term infrastructure credit, the characteristics of this strategy, why this strategy is relevant for institutional investors and where it sits within a portfolio allocation.
Larry Antonatos, a Portfolio Manager on the Real Assets Solutions team for Brookfield’s Public Securities Group, explores how investors can reap the rewards of both public and private real assets by combining them within a single hybrid portfolio. By diversifying the drivers of risk and return, the potential investment benefits of this hybrid approach are:
- Enhanced risk-adjusted returns
- Dynamic asset allocation of public securities
- Strategic diversification of private funds
Please join us for a discussion on the underlying characteristics and risk/return profile of a public/private real assets portfolio along with an analysis of the “illiquidity premium” attributed to private funds.
Presented by: Larry Antonatos – Portfolio Manager, Brookfield’s Public Securities Group
Moderated by: Brendan Maton, IPE
With a range of traditional markets standing at or near all-time high valuations, and the market cycle now one of the longest in history, investors are increasingly asking themselves what the future holds and where opportunities for generating returns still exist.
This session will address ways in which we believe investors can look to navigate market uncertainty by casting the net more broadly, looking deeper within each asset class and reacting faster to market opportunities.
Presented by David Copsey, Portfolio Manager, Goldman Sachs Asset Management
Bond ETFs provide access to a wide variety of exposures, from pure single country government bonds to multi-currency, global corporate bonds.
Much like traditional bond funds, the significantly smaller minimum required investment in bond ETFs than would be necessary to achieve the same level of diversification by purchasing individual bonds, is providing investors increased flexibility in portfolio construction.
On top of that, trading characteristics of bond ETFs allow for nimble, transparent and cost effective access to fixed income beta, giving investors a set of tools to use either standalone in portfolios or within multi-asset portfolios such as equities.
Please join us to discuss how factor analysis concepts can be used to create multi-asset portfolios and potentially improve risk management.Read more >
An update about the 2018 plans for Brewin Dolphin's Managed Portfolio ServiceRead more >
Today’s organizations are subjected to constant pressure to change. From customer demands to threats from competitors to new technology realities, the only constant is the demand to do more. In this environment organizations can’t just work to succeed, they must be built to succeed. In this webinar industry expert Andy Jordan explores the portfolio success infrastructure. He will cover the role of:
A single owner driving all strategic activity
An integrated long-term vision connecting all work
Modern business management approaches
The optimal PMO model
In this webinar you’ll see how each of these different elements needs to combine to form an effective environment for portfolio success and Andy will provide practical tools to help you build the roadmap for integration in your organization.
At a time when effective portfolio management can make or break an organization’s ability to deliver on strategy, it is vital to understand the different aspects for Portfolio Management. Please join us on Septemeber 12th to discuss:
•What to look for in hiring and developing a portfolio manager
•How to position the role within the management structure for optimal performance
•How to leverage portfolio management expertise in future career growth
Andy combines exceptional industry insight with practical experience delivering strategy, which will help you understand how to build perfect portfolio management in your organization.
In today’s business world the ability to consistently deliver against strategic goals is critical to success. That’s the role of portfolio management, but with strategies continuously evolving in response to new challenges and opportunities, businesses need to learn how to adapt planning and deliverables to deliver customer value and optimize business results.
In this thought provoking webinar, industry expert Andy Jordan will explore the emerging trend for agile portfolio management. He will explore a number of key elements including:
•The need for consistent and reliable business information – not just data
•The ability to conduct predictive analysis - managing forwards, not backwards
•A culture of business agility driven execution at all levels of the portfolio
Andy will look at the importance of an agile culture that is constantly evolving and will provide you practical tools to help shift your organization to the leading edge of strategic success.
With the shift to more agile-based development cycles, the PMO and her counterparts in Finance are faced with new challenges properly tracking capital and operational expenditures in accordance with the law. Sonja Furneaux, a project portfolio consultant with long experience in financial management, will guide us through the obstacles and show us how to set up and run project finances aligned both with latest Agile methodologies and accounting policies.Read more >
Agile management has become necessary to survive, but is it enough to thrive? Many organizations have embraced Agile management on the assumption that if they upgrade existing products and services through cost reductions, time savings or quality enhancements for existing customers (i.e. operational Agility), they will realize financial gains. Owing to increased competitive pressures, this assumption often proves incorrect.
Drawing on the findings of his new book, The Age of Agile (AMACOM, 2018), Steve will show how proper portfolio management includes the next frontier of Agile management: Strategic Agility, i.e. generating innovations that create entirely new products and markets, and that turn non-customers into customers. Strategic Agility often offers the prospect of greater financial gains than merely improving the existing business. Steve will show what’s involved in achieving Strategic Agility, including a playbook for systematically generating market-creating innovations and the necessary shift in culture that is required.
Institutional investors are increasingly searching for new ways to add value to equity portfolios, without taking on unnecessary risk.
Curious how we create a balanced combination of factors aimed at consistently outperforming a benchmark with controlled tracking error?
You are invited to join Michael Strating (Head of the Quantitative Equities team) and Wilma de Groot (Portfolio Manager Quantitative Equities) who will discuss how low tracking error multi-factor approach can add value, without affecting your risk budget.
Proven global equity income specialist, Mark Whitehead, who last year joined Martin Currie as Head of Equity Income, was recently appointed Portfolio Manager of Securities Trust of Scotland.
Securities Trust of Scotland aims to deliver a rising income and long-term capital growth through investment in a balanced portfolio constructed of global equities.
The first half of the year has been news-filled with the significant run-up of Chinese A-shares along with potential reforms and governance improvements within Japan, India and South Korea.
Given the recent increase in volatility, the following portfolio managers will share how they think about companies and what the implications of the key themes across Asia have on the positioning within our portfolios.
During the first half of the year, continued media coverage about the sluggish U.S. recovery, debt problems in the Eurozone and concerns over China's slowing growth dominated macroeconomic news as investors anticipated a pullback in the markets. Despite this short-term noise, we remain confident in the long-term growth of Asia.
The following Portfolio Managers will share their thoughts on these and other developments in the region, as well as our strategies for investing in the region:
Robert Horrocks, PhD
Matthews’ CIO and Portfolio Manager, Matthews Asian Growth and Income Strategy
Jesper Madsen, CFA
Matthews Asia Dividend and China Dividend Strategies
Sharat Shroff, CFA
Matthews Pacific Tiger and India Strategies
Matthews Asia Growth and Japan Strategies
This webcast is offered to investment professionals only. It will reflect the opinions of Matthews International Capital Management, LLC. These opinions are not to be construed as investment advice. The subject matter contained herein has been derived from several sources believed to be reliable and accurate at the time of compilation. Matthews does not accept any liability for losses either direct or consequential caused by the use of this information.
© 2012 Matthews International Capital Management, LLC