Name: Ardea Webinar - How can insurers enhance returns without credit risk?
Start: 2020-09-10T08:30:00Z
End: 2020-09-10T09:13:32.000Z
Location: BrightTALK
Rating: 5

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.

As emerging digital asset classes, new products and infrastructure are transforming the market every day, regulators are considering how best to oversee these developments. While regulators are taking a progressive approach to digital assets, the current regulatory picture remains fragmented at a global level with a wide range of approaches and unfolding initiatives. Join our live webinar discussion with Northern Trust.

Your expert panel includes:
• Justin Chapman, Executive Vice President - Global Head of Digital Assets and Financial Markets, Northern Trust
• Natalie Berkecz, Global Head of Regulatory Product, Northern Trust
• Angus Fletcher, CEO, Fnality

The webinar will be moderated by Nik Pratt, Technology & Operations Editor, Funds Europe.

Digital Assets: A Regulatory Lens

Sustainability regulations are on the rise, all in an effort to manage capital flows toward sustainable investments, but the question remains, are these regulations succeeding? For example, data suggests that article 9 funds, as defined by SFDR, aren’t as sustainable as they claim. In this webinar, we will examine the effects of SFDR and specifically Article 9 funds to understand how successful regulation has been in reducing greenwashing. To do this, we will cover the following: 
- Review the requirements of SFDR to understand how it is meant to prevent greenwashing by defining “sustainable investment”
- Focus on Article 9 funds to critically review whether they are delivering on their promise of investing sustainably 
- Examine available data that can be used to assess sustainable investments, including non-reported data
- Explain how technology can be leveraged to conduct the detailed analysis necessary to vet investments and understand how they are deemed “sustainable”

Can regulation prevent greenwashing?

Digital assets are becoming a mainstream asset class, with many leading financial institutions launching investment platforms and services to clients. But, as recent headlines have shown, the market is fast-moving and the future landscape is still uncertain. 

Our webinar investigates the latest trends and the possible solutions for firms eager to launch digital asset services while keeping a firm grip on risk.

The expert panel includes:

• Steve Light, Master Principal Solution Consultant, Revenue Management and Billing, Oracle Financial Services
• Seamus Donoghue, Chief Growth Officer, Metaco
• Roy Ben-Hur, Managing Director, Deloitte

The webinar is moderated by financial journalist Simon Watkins

Risk-free Management of Digital Assets

ESG reporting presents a significant opportunity for fund manufacturers to position their ESG credentials in an accessible, transparent and comparable way. This sounds great in theory. 

But how does one truly quantify the unquantifiable with ESG data points largely being non-financial? How are organizations meeting the challenge of not only managing a fund’s ESG-related risks, opportunities and performance, but also monitoring them, and quantifying them? 

The operating environment is complex with multiple frameworks, methodologies, calculations and different approaches to setting and tracking against KPIs, at both a company and fund level. And not to mention the need to source, consolidate and manage the requisite underlying data. 

In this webinar, we will address the key challenges associated with ESG reporting and how market participants can overcome them, as we move the dial towards meeting transparency goals and ever closer to the regulatory deadlines for SFDR (EU) and TCFD (UK) reporting in 2023. 

Your expert panel:
• Pauline Vaskou, Climate & Responsible Investment Strategy Lead, Aegon
• Niels Fibæk, CEO, Matter 
• Matthias Breier, Head of ESG Products, FE fundinfo

The panel will explore: 
1. What are the key governing ESG frameworks? 
2. What are the required ESG disclosures, risks and metrics? 
3. How do we quantify ESG risks and opportunities? 
4. What guidance is there for companies and funds on setting, measuring and tracking performance against KPIs?

The webinar will be moderated by Nik Pratt, Technology & Operations Editor, Funds Europe.

The challenges of ESG reporting and how to overcome them

Financial services organizations face the challenge of successfully delivering new technology projects that bring sustainable change. This webinar moderated by EFA’s Noel Fessey outlines how leadership based on trust, vision and agility creates client-vendor teams that are comfortable in ambiguity, demonstrate agency and successfully deliver a vision that brings change - and how lessons learned from the moon landing mission can help achieve this. 

The panel includes:

• Caroline Tiernan, Change Project Manager, Citi 
• Anna Kanior-Florek, Client Success Lead, Metrosoft 
• Marina Corghenci, Global Head of Fund Companies Relationship, MFEX by Euroclear

The webinar will be moderated by Noel Fessey, CEO of European Fund Administration.

Change, and how to achieve it

During this live-streamed webinar, we will explore some of the defining factors that have enabled the creation of key European fund domiciles and why they have become a key cog in the European alternative fund landscape. 
An expert panel will examine how they got here, what makes them tick today and, crucially, how they are gearing up for the future. 

Panelists will discuss which learnings from the past can help us plot out a successful future for fund domiciles. It will engage fund managers and their advisors by clarifying why fund domiciliation is crucial to the funds ecosystem and why getting domiciliation decisions right can support their long-term success. 

 The panel includes:

• Elliot Refson, Head of Funds, Jersey Finance
• Tatiana Collins, Senior Counsel, Walkers
• Alex Smyth, Director, Oakbridge
• Matt McManus, Managing Associate, Ogier
• Lewis Fellas, Chief Investment Officer and Founder of Larks Leaf Asset Management, Ultra

The webinar will be moderated by Stephanie Baxter, Journalist

Fund Domicile Evolution: Where do we go from here?

The rise of sustainable investing and ESG is the greatest test yet of asset managers' role in society. The introduction of regulation will impact AM's operations and its product development as well as its relationship with its investors and the companies in which it invests. 

The webinar will look at what this impact will be and what AMs should do to manage this impact. The panel includes:

• Julien Renkin, Chief Commercial Officer, Sopiad
• Tanya Petridou, Head of Information Service and Distribution, Fundsquare
• Oriane Schoonbroodt, Strategy& Director Sustainability & Sustainable Fiance, PwC 

The webinar will be moderated by Nik Pratt, Technology & Operations Editor, Funds Europe.

Measuring & Managing the Impact of ESG

Join our 'live stream' event at 9:30am on 9 June 2022, when we'll reveal the results of our extensive survey to fund professionals on the opportunities and challenges from climate risk across areas such as governance, data and product development.
 
Our highly interactive panel of experts will also be debating 'live' on the issues confronting the asset management industry and fund boards in assessing and managing ESG and climate risk. Some of the question that will be tackled will be: 
• How are fund boards evaluating and overseeing ESG and climate risks?
• What kind of ESG and climate risk monitoring information comes to fund boards?
• Should there be different requirements for fund boards in monitoring ESG and climate risk?
• What are the areas of best practice in the asset management industry around data and governance of these risks?
• What does the future look like for product development in light of a growing focus on ESG and climate risk?
• How should fund boards be prepared?

Our panel will be moderated by Pat Sharman, Country Managing Director, UK, Caceis and includes a mixture of experts from across the industry:
• Julia Kirkland, Head of Regulatory Training, Zishi Cornerstone
• David Kneale, Head of UK Equities, Mirabaud Asset Management
• David Hunter, CIO, Renewity
• Nik Pratt, Technology & Operations Editor, Funds Europe

Do fund boards have sufficient oversight of ESG and climate risk?

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

Market volatility in the first half of 2020 has raised a plethora of questions for insurers about different parts of their investment portfolio. 

Looking specifically at their investment grade portfolios and excess cash, many have asked how they can enhance returns and strengthen the performance of their assets:

•without taking significantly more credit risk 
•without having a material impact on their Solvency Capital requirements 
•while maintaining a higher level of liquidity

Join our webinar on September 10 with Gopi Karunakaran, Portfolio Manager at Ardea Investment Management, to hear about safe and stable fixed income outcomes within a tailored risk framework.

Ardea Webinar - How can insurers enhance returns without credit risk?

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Ardea Webinar - How can insurers enhance returns without credit risk?

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