Welcome to the Funds Europe webinar channel, a place for senior institutional investors, fund selectors, fund buyers, asset servicing professionals and fund distributors. Here you will find the latest thought leadership from global experts on institutional and retail markets, traditional and alternative investments, front and back office.

The green economy sector is vital for the transition toward a climate-neutral economy. If the green economy maintains its current 4.2% growth, it could represent as much as 5.5% of the global market value by 2030, according to sustainability tech company Clarity AI’s own estimates.

To accelerate this trend, the EU Taxonomy is setting a common classification system for sustainable economic activities. This regulation will be instrumental in achieving the emissions reduction and mitigation goals of the EU’s Green Deal.

However, investors are faced with challenges to comply with this regulation, such as the scarcity of available data, the ongoing development process of the regulatory framework and the divergences between green taxonomies across jurisdictions beyond the EU.

Join us on April 7th to dive deeper into the implications of these challenges, and to gain a better understanding of the merits of technology to inform accurate EU Taxonomy monitoring and reporting. 

The panel includes:

• Víctor Fernández, Senior Product Manager, Clarity AI 
• Ruby White, Senior Manager, Sustainable Finance, Risk Advisory, Deloitte
• Michael Mahler, Head of Responsible Investment, Allfunds

The webinar will be moderated by Alastair O'Dell, Journalist.

EU Taxonomy: How Data Science Increases Transparency and Enables Reporting

According to our recent The Changing European Fund Landscape report, 90% of the industry expects the pace of asset management consolidation to increase over the coming decade. A major challenge of any merger is combining the front-office operations and back-office functions to create an operating model that can support the firms' ambitions. However, if done correctly, the right operating model can help ensure a successful merger. 
Please join us for a discussion on the challenges firms face when bringing operations together during a merger. Our panel will share insight on what firms approaching a merger should consider when combining operations as well as the potential opportunities that a merger presents.  
The panel includes:

• Niall Hornett, EMEA Head of Fund Services, Citi Securities Services
• Ashley Sheen, Managing Partner & Asset Management Specialist, Sionic
• Hamish Purdey, CEO, FE Fundinfo
• Paul Bromley, COO, BlueBay
The webinar will be moderated by Nik Pratt, Technology & Operations Editor, Funds Europe

M&A in Asset Management: Navigating the Operational Challenges

This year will be a period of intense preparation for the fund management industry as both product manufacturers and distributors prepare to meet new ESG disclosure requirements for SFDR, MiFID II and IDD. While some deadlines have been deferred, a sharp focus on the implementation of the new European ESG Template (EET) will be paramount to the success of meeting these requirements on time.

Content required for these disclosures are complex and will require new data and procedures that pose a significant challenge for all financial market participants. Fund providers will need to produce in house data, and source external data for key ESG metrics, while distributors will need to be able to process this largely new data set. All participants will need to be able to effectively communicate fund and portfolio level ESG performance.  

Your expert panel: 
• Thomas Harding, Head of ESG regulatory solutions, ISS ESG
• Mikkel Bates, Regulatory Manager, FE fundinfo
• Sebastian Brinkmann, ESG Strategic Sales Specialist, FE fundinfo
• Clive Emery, Fund Manager, Invesco EMEA 

The questions that will be explored: 
• What are the current SFDR regulatory and reporting timelines and requirements? 
• How do SFDR and EET relate to other upcoming reporting requirements such as Net Zero, TCFD and the SDR in the UK, as well as other non-regulatory ESG communications?  
• How do fund groups ensure ESG data exchange with the EET?
• How do fund distributors ensure timely and accurate provision of ESG data?

Conquering the ESG data and reporting challenge

Private equity has long been sought after by institutional investors as they seek higher returns that provide diversification in their portfolios. The asset class has boomed during the pandemic but many institutional investors still struggle to access this important asset class efficiently due to capital lockups, high costs and lack of internal staff expertise.

On February 24, 2022 at 3pm GMT, join the Mackenzie Investments' portfolio management team for a webinar on how private equity can be more accessible for investors who have not been able to access it efficiently. 

We will discuss how interest is growing in “private equity replication” solutions among sophisticated institutional investors who are seeking PE-like exposure, risks and returns while they manage the frustrations of timing of capital calls, draw downs and liquidity events. 

Mackenzie Investments, which is striving to deliver the benefits of private equity to a wider range of institutional investors, has developed a sophisticated solution that aims to address this need. 

The Mackenzie Investment’s Private Equity Replication strategy can potentially offer many benefits to institutional investors, including:
• PE-like behaviour for an ongoing allocation or while waiting for your capital call
• Use of options to help manage volatility and downside risk
• Risk conscious application of leverage
• A turnkey approach to achieving and maintaining PE-like characteristics

The panel includes: 
• Allan Seychuk, VP & Senior Investment Director, Alternative Investments, Mackenzie
• Arup Datta, Senior Vice President, Head of Mackenzie Global Quantitative Equity Team
• Nelson Arruda, Senior Vice President, Portfolio Manager, Co-Lead of Mackenzie Multi-Asset Strategies Team

The webinar will be hosted and moderated by Stephanie Baxter, Journalist.

Private Equity Replication

As asset managers seek to drive greater efficiency across their businesses and investment in their funds, a host of business and societal pressures are pushing asset managers towards a crossroads in their use of data. 

Join this live webinar discussion with Kate Webber, Lead Product Manager, Fund Services at Northern Trust, for perspectives on how digital technology can transform raw data into valuable information that decision-makers at asset managers can use to benefit their businesses - and validate decisions across both their front and back offices.

Topics covered will include: 

• The future technology expectations investors will have of asset managers - and the 
   data capabilities required to meet them
• How digital technology will disrupt the manufacture and distribution of funds - and the 
  asset servicer’s role in getting the data foundation right  
• Examples of resulting potentially transformative opportunities for managers and their 
   investors

The webinar will be hosted and moderated by Alastair O'Dell , Journalist.

Turning Data into Gold

If you’re already performing NAV Oversight, you understand the critical importance of publishing a high-quality NAV. However, if you have yet to implement NAV Oversight, or if your current program relies on manual processes, your business and reputation are at risk. 

Attend this webinar to learn about:

1. The latest NAV Oversight trends
2. COVID-19 and the Oversight risks it exposed
3. Why so many firms still fail to do oversight or rely on manual checks
4. Regulatory expectations: UK FCA, US SEC, the Luxembourg CSSF, and more
5. The risks you face if you get NAV Oversight wrong

The expert panel includes:

• Matt Grinnell, Global Product Manager, Linedata
• David Barry, Head of Hedge Funds, Apex Group 
• Nicolas Hennebert, Partner Asset Management, Deloitte Luxembourg

Linedata and Funds Europe invite you to participate in this webinar at 3pm GMT /10am EST on 30th November, when we will discuss steps to ensure your NAV Oversight program is sufficiently robust.

The webinar will be hosted and moderated by Stephanie Baxter, Journalist.

NAV Oversight and Contingency: A Global Perspective

The pandemic has severely tested the resilience and stability of charities. However, now can be a time for reflection on how we can build back better to improve people management and internal structures so that charities can effectively be representative organisations of the communities they serve. Join our discussion to hear how addressing areas such as board diversity, internal engagement and recruitment can lead to charities being transparent about their action on Diversity and Inclusion.

Aligning Inclusive Cultures within Charities

Constant tension exists between allocators and managers when it comes to ESG, especially on private portfolios. On the one hand, allocators complain that managers do not provide requested ESG metrics. On the other hand, managers assert that allocators are inconsistent in what they want, which makes providing metrics problematic.  What are leading allocators and managers doing about this challenge? Find out by attending Fund Europe’s webinar, “What Allocators Are REALLY Doing About ESG in 2021” on November 23 at 9:00 a.m. CST/3:00 p.m. GMT. The webinar will bring together an allocator, a manager, and a technology provider to sort through the issues surrounding ESG today and show how everyone can move forward together.

What Allocators Are REALLY Doing About ESG in 2021

Complex new strategies and asset classes, and growing management requirements for new operating models are all leading asset managers to reconsider their use of software and technology and look to outsource. But how do they ensure they make this move successfully? 
 
In this 45 minute webinar, a panel of industry experts discuss::
• The right reasons for outsourcing 
• The different strategies available
• The ways to make outsourcing a cost-efficient success
 
The panel, moderated by Funds Europe’s Technology and Operations Editor Nicholas Pratt, includes:
• Richard Kauppert, Managing Director, Profidata Managed Solutions
• Joachim Wack, Managing Director, Profidata Managed Solutions
• Zoran Olujic, Business Unit Manager, Customer Success, Axians
  
Please join us for the discussion at 3pm BST on October 21st. Audience questions will be welcomed.

Defining Outsourcing Strategies for Asset Managers

One of the main issues faced by many institutions is that their data is unorganised and/or inaccessible. In a sector where the level of data processed daily is so extensive, it is crucial that institutions extract the most useful insights from any data produced. While the SaaS model has been popular for more than a decade, DaaS is a concept that is only now beginning to see widespread adoption with a peak in adoption foreseen in or around 2027. DaaS platforms promise streamlined data access and management as well as cross system compatibility and the reduction of duplicate data and incidences. 
 
The panel includes:
• Laurent Denayer, CEO, ume
• Karin Erfurth, Director - Project Management Office, EQT Partners/EQT AB
• Brice Lecoustey, Partner, EY Consulting & EYnovation
• Julien Ganter, Partner, Arendt Regulatory & Consulting S.A.
• Maxime Aerts, MD and COO, Fundsquare

Big Data: Both a Trial and a Tribulation Within the Financial Services Sector

Our dynamic discussion entitled “Living Inclusive Leadership” brings together a diverse panel who embody the fact that inclusion and belonging are not just trending topics, but create the foundation of an organisation’s culture, driving better engagement, retention, productivity and innovation.

In advance of National Inclusion Week at the end of September, we are delighted to invite you to a topical webinar designed to improve sustainable outcomes in our industry and explore how best to create inclusive cultures within our firms.

Panel includes: 
Rachel Treece, CEO, FTS Global 
Pips Bunce, Credit Suisse, Director: Head of Global Markets Technology Strategic Programs
Rosie Guest, Chief Marketing Officer, Apex Group Ltd.
Ian Holden, Managing Director, EMEA Hedge Fund Services, SS&C GlobeOp

The webinar will be hosted and moderated by Natasha Silva, Managing Director, Client Relations, CAMRADATA .

Living Inclusive Leadership

Funds Europe’s Technology and Operations Editor Nicholas Pratt and a panel of experts discuss how digital assets could transform the fund management industry within three years. But greater accessibility to illiquid assets and wide-scale benefits in distribution will only be realised through harmonised regulation, a supporting infrastructure and greater technical expertise.  

Panel includes: 
• Lex Sokolin, global fintech head, Consensys
• Jeroen van Oerle, portfolio manager, Lombard Odier
• Adam Belding, CTO, Calastone
• Nadine Chakar, head of global markets, State Street

During the 45 minute webinar, our panel of leading industry practitioners will discuss:
• the changes that digital assets will bring to fund management;
• how the asset class should be regulated; 
• what supporting infrastructure will be required to support the adoption of digital assets. 

Please join us for the discussion, audience questions are also welcomed.

PLEASE NOTE THE TIME OF THIS EVENT HAS CHANGED to 11:30am.

Digital assets and the transformation of the funds industry

Hedge funds and institutional investors are investing in cryptocurrencies and digital assets in increasing numbers. However a lack of safeguards and consistent global rules has led regulators to step in, issuing warnings and banning potentially volatile products in order to protect investors. Meanwhile, the market remains divided on the merits of certain crypto assets. 

•	Will greater regulatory intervention deter some investors but attract others? 
•	Do cryptocurrencies belong in the same category as security tokens? 
•	And where is the market infrastructure needed to create a sustainable and functioning 
        crypto marketplace?

Join our webinar on 7 July at 10:00am BST, as we discuss whether cryptocurrencies have a future in the asset management industry or if the financial risk is just too great. 

The panel includes: 
•	Paul Barker, Head of Professional Development (Wealth), CLT International Ltd 
•	Adam Belding, Chief Technology Officer, Calastone
•      Luke Dorney, Head of Sales & Partnerships, Zodia
•	Karen O'Sullivan, Head of Innovation, Payments, Market Infrastructures & 
        Governance, CSSF

Are Cryptocurrencies and Tokenisation Changing the Face of Asset Management?

Please join our webinar, which focuses on the future of asset management and draws key insights from our recent survey of fund professionals. The webinar will provide you with a unique end-to-end perspective on the industry’s shifting priorities in a post-pandemic world. 
 
The last fourteen months have created several pressure points in asset management as the industry adapts to the pandemic. Priorities are also shifting because of regulatory pressures, technology adoption, costs, an evolving appetite for real assets and the strong rise in sustainable governance, especially around ESG and climate risks. How will the asset management landscape evolve? 
 
Our panel of industry experts will explore this changing landscape, bringing together their insight with our research findings to focus on a range of topical areas: 
 
•	The main risks and drivers to the industry
•	The digital transition 
•	The increasing focus on sustainable governance 
•	Business resilience

The post-pandemic landscape in asset management

Technology lies at the heart of the asset management industry, but how are fund management and asset servicing communities adapting their operations to get ready for the future? Which technology will they invest in? And what adjustments to their investment culture and operational frameworks does this require? 

Join leaders and experts from across the industry in this webinar to explore the findings from our report: ‘The Future of Investment Operations’ and hear how the asset management industry is preparing for the next phase of growth.

The Future of Investment Operations

There is a long-running argument that investors in bonds – and all types of credit instruments for that matter – and shareholders have diverging interests that preclude them from engaging with companies on the same concerns. Join Mitch Reznick, Head of Research and Sustainable Fixed Income at the international business of Federated Hermes, as he challenges this claim by demonstrating how bondholders and shareholders, as financial stakeholders in companies, can be aligned to jointly engage companies – and generate positive outcomes by doing so.

Engagement in bonds - Short term debt cares about long term problems

The ‘retailisation’ of private equity funds is becoming debated more and more as investment advisers and their clients seek to gain the same diversification and growth opportunities that large institutional investors can enjoy through allocations to ‘alternative’ assets. This webinar will focus on the barriers and the solutions to make this a reality. 
In a year when Brussels is reviewing the ‘AIFMD’ rules that apply to the marketing of alternative assets, could this be an opportunity to create the right regulatory framework for private equity’s expansion to retail investors? Might the EU’s so-far unloved ELTIF structure provide a solution? In the UK, could leveraging the investment trust structure also be an answer there? And then there is technology, such as tokenisation; might the digital revolution lead to important operational solutions?

Bringing private equity to retail investors

Join Funds Europe contributing editor Fiona Rintoul and a panel of experts at 15.00 GMT on 20 April 2021 for a 45-minute webinar on resilience and stability in an evolving alternatives landscape. 

Presented in partnership with Jersey Finance, our webinar asks how domiciles that specialise in alternatives can respond to geopolitical fragmentation, market disruption and regulatory shifts through product and service innovation. 

Our panel includes: 
- Alex Di Santo, Group Head of Private Equity, Crestbridge
- Lisa McClure, Partner, PwC
- Elliot Refson, Head of Funds, Jersey Finance
- Martin Rowley, Partner, Deloitte 
- Leanne Wallser, Group Partner, Walkers

Our panellists will consider how technology, the ESG agenda and Covid-19 are putting the spotlight on resilience in alternative fund domiciles and discuss what lies ahead as domiciles look to provide a stable platform to support managers in turbulent times.

Please join us at 15:00 GMT on 20 April. We welcome questions from the audience. 

For those unable to attend the live webinar, please note that the event will be recorded and hosted on Funds Europe's Webinars Channel.

Resilience and Stability in an Evolving Alternatives Landscape

Hear from Singapore based Senior Portfolio Manager Kenneth Tang at Nikko Asset Management who will give insights into the economic outlook in South East Asia and discuss the continuous growth of the ASEAN economy.

Nikko Asset Management is Asia's premier Global Asset Manager. The firm offers world-class asset management strategies and solutions for global investors, capitalizing on opportunities in markets around the world.

Speaker bio: 

Kenneth Tang - Senior Portfolio Manager

Total Industry Experience: 18 Yrs

Kenneth is responsible for managing Singapore, ASEAN, Balanced portfolios and covering the resources sector in Asia.

He has extensive experience in equity long only and equity long short capacities as well as in commodity research. Prior to Nikko AM, Kenneth was most recently the lead portfolio manager for PineBridge Investments in Singapore Equity and Balanced portfolios.

South East Asia and economic integration - The key to growth and stability

Singapore

Asia

South East Asia economy

ASEAN

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South East Asia and economic integration - The key to growth and stability

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