Name: Securities Finance: The Pursuit of Portfolio Optimization
Start: 2021-11-04T14:00:00Z
End: 2021-11-04T14:00:50.000Z
Location: BrightTALK
Rating: 4

Northern Trust is a leading global provider of asset servicing and related services. We have experience helping some of the world’s largest and most complex organizations handle their asset servicing needs, offering guidance and insight with personalized service.

In the UK, post the Competition and Markets Authority (CMA) review of the fiduciary market, the trustee buyers have focused on the process of market testing on a periodic basis, the use of third party evaluators and on ensuring separation between investment and advisory business. But does this miss the area of both independence of reporting and oversight and leave Trustees in some models overly reliant on the fiduciary provider?

Is there a real case for Trustee boards to think more about evidencing greater independent oversight and control of assets while using a fiduciary platform and should more thought should be given to what happens when they want to review or change their manager?
Did events of last year throw up any challenges to some fiduciary models that need to be taken into account and addressed?

Presented by: 
– Mark Austin, Pensions and Insurance Executive, Europe, Northern Trust
– Nikesh Patel, Managing Director, Head of Client Solutions UK, Van Lanschot Kempen
– Anne-Marie Gillon, CFA, Director, IC Select Ltd

Moderated by: Brendan Maton

In the fast growing world of fiduciary management – has governance kept pace?

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

Currency volatility poses an increasing challenge for institutional investors as their asset mix becomes more varied and international. A ‘one size fits all’ passive approach is no longer sufficient to mitigate the spectrum of global currency risk whilst looking to enhance returns.

Join our webcast with Northern Trust as we delve into the latest industry trends and developments in FX currency management. Key themes include:

• Considerations for chief investment officers as they strive for greater flexibility in managing increasing FX complexity in conjunction with investment objectives
• The expansion from simple passive solutions to encompass more dynamic hedging models based on changing market signals
• Staggered hedging strategies to enhance cash flow, reduce large drawdowns and the use of equitization futures to reduce drag from uninvested P&L
• How technology innovations are helping to improve oversight and governance
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Presented by: 
• Marisa Kurk, Chief Strategy Officer of Global Foreign Exchange, Northern Trust 
• Mark O’Donoghue, Senior Consultant Currency Management, Northern Trust  

Moderator: Brendan Maton, IPE

Trends in Managing FX Currency Risk in your International Portfolios

Join Northern Trust and Lionpoint Group as they explore the advantages of automating waterfalls.

Automating Waterfall Calculations

In partnership with WBR Insights, Northern Trust surveyed 300 CEO’s, CIO’s, and Chief Data Information Officers from global asset management firms to find out what their strategies are for maximizing their data, how they incorporate that data into their investment process, and their plans to leverage data science tools to optimize their investment performance. In this session we will discuss some of these survey findings, explore where the industry is headed, and cover ways in which data science can help you achieve alpha. 

Because after all, achieving alpha is not only an art, it’s a science too.

The Art of Alpha: It’s All About Investment Data Science

Join Northern Trust for a panel discussion with three prominent female CIOs as they discuss how they got to where they are today, the importance of diversity in the workplace, and how they implement DE&I efforts in their organizations. The panel will consist of Leslie Lenzo, Chief Investment Officer of Advocate Aurora Healthcare, Alyssa Rieder, Chief Investment Officer of Commonspirit Health, Dina Richard, Chief Investment Officer of Trinity Healthcare, and Melanie Pickett, Head of Front Office Solutions & Head of the Public Entities and Institutions group (PE&I), Northern Trust, as the moderator.

A Dynamic Discussion on DE&I

Artificial intelligence capabilities are providing promising applications to alts investing, but what should an allocator consider when looking at the technology solutions currently available? What are the challenges of unstructured data coming from disparate sources and how does AI help normalize these processes and result in higher quality data? In this session learn more about adopting new technologies in alts investing, regulatory considerations and what is next.

Join us for our first session focused on Artificial Intelligence (AI).

In our three-part webinar series, our panel of experts discuss the evolving landscape of alternative investing and how artificial intelligence (AI), blockchain and data management are driving the digitization of alternatives.

Northern Trust Experts:
Vincent Molino, Head of Risk, Northern Trust Front Office Solutions
Mike Srdanovic, SVP Innovation and Emerging Technology Northern Trust
David Sandor, Cloud Architect, Northern Trust Front Office Solutions

Moderator:
Hayden Rouse, Vice President Strategy Asset Servicing, Northern Trust

The Digitization of Alternatives: Artificial Intelligence

The industry transformation attributed to blockchain is apparent through how the technology is improving securities settlement and clearing.  In this session learn about the benefits of blockchain technology and examples of efficiencies taking place in alternatives asset servicing. Also learn about fundamental changes in the marketplace and understand where decentralized finance fits in.  

Watch our second session focused on Blockchain and Decentralized Finance (DeFi).

In our three-part webinar series, our panel of experts discuss the evolving landscape of alternative investing and how artificial intelligence (AI), blockchain and data management are driving the digitization of alternatives.

Northern Trust Experts: 
Vincent Molino, Head of Risk, Northern Trust Front Office Solutions  
Mike Srdanovic, SVP Innovation and Emerging Technology Northern Trust
David Sandor, Cloud Architect, Northern Trust Front Office Solutions

Moderator: 
Hayden Rouse, Vice President Strategy Asset Servicing, Northern Trust

The Digitization of Alternatives: Blockchain & DeFi

The alternatives industry has had a reputation of being opaque with data and information sharing. Both investors and managers are learning they need to set new terms on transparency and data management. The final webinar in our series explores what to do with all the data available and the associated challenges, including the implications for security concerns and other risk.

Watch our third session focused on the proliferation of data and the importance of data management.

In our three-part webinar series, our panel of experts discuss the evolving landscape of alternative investing and how artificial intelligence (AI), blockchain and data management are driving the digitization of alternatives.

Northern Trust Experts:
Vincent Molino, Head of Risk, Northern Trust Front Office Solutions
Mike Srdanovic, SVP Innovation and Emerging Technology Northern Trust
David Sandor, Cloud Architect, Northern Trust Front Office Solutions

Moderator:
Hayden Rouse, Vice President Strategy Asset Servicing, Northern Trust

The Digitization of Alternatives: Data Management

As has been evident from the global financial crisis, successful risk management stands or falls with good governance and the right culture within an organisation.  The outcomes of decisions, especially in the long-term, are by definition uncertain and necessitate a careful and balanced decision-making process as the basis for making future-proofed choices.

Join our webcast  with Northern Trust in exploring how Operational Due Diligence (ODD) and Operational Risk Management (ORM) play an essential part in a pension fund’s risk management strategy – from the decision making process when appointing a third party asset manager through to continued monitoring of outsourced services.

The webcast will cover:

• An integrated risk management framework and the management of non-financial risk
• Key trends and industry best practices -  including insights from the Netherlands where the Pension Act obliges Dutch pension funds to conduct and demonstrate controlled and ethical business operations
• How ORM and ODD help from the outset and throughout a period of outsourcing

Presented by:
Frans Hofkens, Client Executive, Institutional Investor Group, Netherlands, Northern Trust
Vincent Molino, Head of Operational Risk Management Solutions, Northern Trust Front Office Solutions

Moderated by: Brendan Maton, IPE

Operational Risk Management:  Empowering Strategic Decision Making and Oversight

Join Northern Trust experts Clive Bellows, Head of Global Fund Services, EMEA, Iain Carey, Head of Hedge Fund Services, Asia Pacific, and Kim Evans, North America Head of Private Capital Fund Services, for a discussion around how industry forces will give way to a new level of maturity for alternative assets.

Contact Us: https://www.northerntrust.com/united-states/contact-us-asset-servicing

From Pressure Comes Diamonds - Alternative Assets

On November 19th, Kim Evans, Head of our NA Private Capital Fund Services Group joined Shellye Archambeau for a discussion on setting and achieving ambitious goals. Shellye Archambeau is Silicon Valley’s first female African American CEO and recently published her new book 'Unapologetically Ambitious.'

Kim Evans and Shellye Archambeau "Unapologetically Ambitious"

Join Gary Paulin in conversation with Nick Pratt as they explore the trends that have driven the rapid adoption of outsourced trading, the role of COVID-19 in accelerating the impact of these trends and the signs that a ‘fourth wave’ of adoption is approaching.

Outsourced trading – are you in the 15% getting left behind?

What some initially treated as simply a cost-efficiency exercise has rapidly evolved and the outsourced trading model now resembles an optimal state offering diverse benefits in terms of efficiency, operational resiliency, governance and managing technological complexity. In a recent survey, 85% of 300 global asset managers responded that they have already outsourced their trading desk or are interested in doing so in the future.

In this webinar, Northern Trust Capital Market’s global head of Integrated Trading Solutions, Gary Paulin, will explore:

•How firms – large and small – have come to see outsourced trading as a better way of doing things

•Outsourced trading’s role as a proactive response to margin pressure, a way to de-risk and streamline operations and, critically, as a way to enhance governance and operational resiliency

•The rising interest in data analytics to scrutinize manager skill and decision making in pursuit of greater efficiencies that might be a first hint of a new ‘fourth wave’ of outsourcing

•What firms must do to avoid missing the future

From Niche to Norm – The Accelerated Adoption of Front Office Outsourcing

As the imminent threat of cyber-attacks on your business grows, it is now more important than ever to stay informed on the latest security trends and to be aware of best practices to defend against an attack. Join Northern Trust’s Digital Risk Officer, Steve Locke, as he discusses the evolving cyber landscape, threats to look out for, and how emerging technologies can help combat cyber-attacks.

Evolving Cyber Security Threats In the Wake of COVID-19

In the first of a series of webinars, we look at the impact of COVID-19 on financial markets and how it is driving a review of operating models across the industry. Does the reaction of market participants, particularly in the front office, show potential for lasting changes in governance and market interaction?

The New Normal for Outsourced Trading

Securities finance can play a strong role in helping institutional asset owners to make their portfolios more efficient and enhance alpha generation. While there are a number of options to consider, these may be difficult to navigate when approached as stand-alone solutions.

Join our webcast with IPE to explore how a holistic approach to a pension fund’s financing, liquidity and collateral needs can help optimize their portfolios while responding to increasing regulatory complexity.

The webcast will cover:

• Key considerations to achieve an integrated securities finance framework 
• Emerging trends and industry best practices – including regulatory impacts
• How implementing an immediate and long-term securities finance strategy can boost overall portfolio outcomes 

Presented by:

• Dane Fannin, Global Head of Securities Finance, Northern Trust
• Judson Baker, Securities Finance and Collateral Product Manager, Northern Trust
• Moderator: Brendan Maton

Securities Finance: The Pursuit of Portfolio Optimization

Institutional investors

Investment Strategy

Portfolio Management

Portfolio optimization

Securities

Securities finance

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Fintech

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Securities Finance: The Pursuit of Portfolio Optimization

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