What are the leading indices saying about the future of Emerging Markets & what new indices are being tracked? And, what are they revealing? Leading experts will answer these questions and more, leaving viewers with clarity on what indicators to look at, and what can be ignored.
In this webinar Breana will give you insight into the challenges facing banks including;
* Changing consumer dynamics
* Complying to rapidly changing regulations and global impacts
* Remaining competitive with Fintech disruptions
* Challenges with legacy systems and bad data
The world is changing and whilst you're reading this; the speed of change is increasing even further. What this leads to no one knows - the future of financial services could be "anxious and challenging" or "brilliant and full of opportunities".
Will customer centricity still be the mindset? What about “AI-first”? Or will we jump into the next phase of life?
In this session, Vincent Fokke, CTO FS Benelux, Capgemini, will walk you through the future of banking touching on key themes including;
* AI First as starting point
* Branch “office" or not…
* PLC V4.0
Join this session and start tomorrow's conversation today.
2018 Has thus far been a year of volatility, so knowing how to maintain a targeted level of absolute returns is challenging.
In this Webinar, leading experts will discuss which asset classes are attractive, what role alternative investment techniques lay in the management of multi-asset portfolios. They will also share ways they identify where volatility will come from, and the macro movements (elections, regulations) that will affect the market in the next 6 months.
Linda Zhang, PhD, CEO and Founder, Purview Investments
Stuart Peskin, Investment Director, Aberdeen Standard Investments
Along with identifying alpha-generating opportunities, the fund companies that will exist in the future are those which understand how to run their fund effectively & efficiently.
This webinar will cover topics such as:
* What technology infrastructure is needed to create success?
* How to structure your company to attract the right clients?
* How can you fully-optimise your distribution mechanism?
After this webinar, listeners will leave with solid ideas, tactics, and a vision on how to ensure their fund company can weather any market.
Florian Schneider, CFA, Head of Product Research & Development at Amundi
Scott Brady, Head of Product Development and Strategy, Columbia Threadneedle
Peter Greenberger, CFA, CFP, Director of Mutual Fund and 529 Plan Product Management at Raymond James
Gabriel Altbach, Founding Principal, Asset Management Insights
Daniel Lockyer, CIO Fund Management & Senior Fund Manager, Hawksmoor Investment Management Limited
We work in an industry with a task that all practitioners should be required to keep at the forefront of their minds. That is to responsibly manage the wealth entrusted to our care. Unfortunately, because this is difficult and uncertain, our industry is much better at focussing on other things. One danger is to lose focus on the disciplines required for successful investment management by morphing into an economic forecaster. The two roles should not be conflated. An economic forecaster looks at financial markets and economic indicators always straining to find something newsworthy to comment on, usually using it to fit a preconceived narrative of where they think markets are heading.
By contrast, an investor will be focussed on what they own, and the extent to which events have changed the valuation and prospects of their investments. It’s a crucial difference in approach, pointing to the fact that we need to be constantly sceptical of forecasts when constructing portfolios. Reminding ourselves of this is relevant when faced with the risk of getting overly excited or despondent about the turbulence in markets over the past few weeks. We will only know in retrospect if there is any lasting significance in issues like President Trump’s trade tariffs, the rising rate of US wage inflation early in the year, or the details of the Brexit negotiations. However, what we can more confidently take a view on is how fairly assets are valued, and whether they have an acceptable chance of achieving decent returns through the market cycle.
It therefore follows that in order to be able to take advantage of these opportunities that exist across asset classes and geographies, one must be truly multi-asset and incorporate investment trusts, given they provide access to parts of the market that open-ended funds cannot and should not invest in, such as property, private equity and asset-backed lending.
Alastair Gunn, Jupiter Asset Management and Ben Conway, Hawksmoor Investment Managers
How can portfolio managers, CIOs, & other investors generate steady returns in an uncertain environment? With technology moving so fast, political disruptions & data breaches reaching into every corner of our lives, is there a strategy to help investors maintain their positions & deliver returns?
Join this webinar to hear from leading experts and find out about:
- Using right tools to generate consistent returns
- Avoiding the urge to time the market
- how to weather any market using diversification without sacrifice
Alastair Gunn, Fund Manager, Value Equities Jupiter Asset Management
Ben Conway, Senior Fund Manager, Hawksmoor Investment Managers
Bruno Bastit, Corporate Governance & Sustainable Investment Specialist
The world's largest financial institutions employ
responsible ownership strategies that typically involve fund managers engaging with companies (including voting shares) to encourage better management of environmental, social and governance issues. This presentation will cover how companies can be better stewards.
Oren Kaplan, Tony Yousefian, Bella Caridade-Ferreira
SharingAlpha Co-Founder Oren Kaplan sits down with thought leaders of the fund selection industry to discuss:
- The status quo of the industry that needs to change
- Do quantitative ratings add value?
- How to become a fund selector?
- What is the value of a track record
- Why we aren't seeing too many female fund selectors?
Amy Larkin has focused on the relationship between the economy and the environment for decades, and has found a critical ingredient missing from most financial analysis.
This presentation will reveal:
- Overlooked risk factors for solid industry analysis;
- Government debt issues from climate change;
- Legal proceedings and regulations that can upend seemingly stable businesses, from poultry to plastics.
Those pesky environmentalists were giving good business advice all along...Redefining profit to include external costs and environmental consequences will make your business stronger.
Will Martindale, Head of Policy, Principles for Responsible Investment (PRI)
Investment consultants advise on the investment practices of trillions of dollars worldwide. They are a recognised source of authority and knowledge. However, most consultants and their asset owner clients are failing to consider environmental, social and governance (ESG) issues in investment practice – despite a growing evidence base that demonstrates the financial materiality of ESG issues to portfolio value.
There currently seems little commercial imperative for investment consultants to extend the coverage of ESG integrated services among their clients. Nor do we see pension schemes demanding ESG integrated services from their consultants. In too many cases, consultants and their clients simply don’t talk about ESG issues.
In this session, we will discuss the barriers and solutions with a view to maximising the global SRI opportunity.
Paul Ellis, Jeffrey Gitterman, Benjamin Yeoh, My-Linh Ngo
“Doing well by doing good” is catchy, but it was often seen as a nice to have rather than a requirement. Sustainable Investing was a popular thing to say your firm does, but it was often seen as a “side dish” to real investments. This perception is changing, yet there is still work to be done. The challenge remains: How can ESG & Sustainable Investing create profit?
This panel will features leading experts in ESG & Sustainable Investing that will explain why ESG & Sustainable Investing is profitable, share profitable strategies across asset classes, and explain how to implement at your organisation.
This session will provide you with an appreciation of the history of ESG & Sustainable Investing, understand the challenges inherent in investing, and ideas on how to create profitable investment strategies.
Benjamin Yeoh, Senior Portfolio Manager, RBC
Jeffrey Gitterman, Co-Founding Partner, Gitterman Wealth Management
My-Linh Ngo, Head of ESG Investment Risk, BlueBay Asset Management
Paul Ellis, Sustainable Finance Consultant, Paul Ellis Consulting
Erik Breen, Director of SRI, Triodos Investment Management
Since the adoption of the UN Sustainable Development Goals, socially responsible and impact investing have taken center stage, but what is the next step towards critical mass?
How can fund managers go beyond measuring impact, and fully harness the power of finance to accelerate the sustainable transition?
Erik Breen, Director of Triodos Investment Management’s Socially Responsible Investment platform discusses the practical steps fund managers should take to invest for a sustainable transition.
As ESG performance has grown significantly in importance for companies and asset managers in recent years, it's time to look at the numbers.
Is ESG screening a worthwhile tool? In a word, yes!
High ESG focus contributes to risk mitigation and in this session, we will share with you our research which shows that this is also mirrored in strong operational and share price performance. We will also share how predictive attributes (e.g future earnings stability and share price volatility) suggest that ESG research belongs in company valuation.
This live session (with Q&A) will give you insight into why we believe that companies and investors simply cannot afford not to care.
Elias Porse, Head of Strategy and Quant, Nordea Markets
Hugo Fredriksson, Senior analyst, Nordea Markets
Emily Steinbarth, Quantitative Research Analyst, Russell Invesments
In this webinar, we will introduce metrics to evaluate how an equity portfolio is positioned for some of the biggest sustainability issues facing investors today including the energy transition, ESG opportunities, and financially material ESG issues. We will also describe techniques for incorporating these themes into the portfolio.
Guido Giese will explore the results of a recent MSCI study that found a statistically significant causal link between ESG and performance. The research, which examined 10 years of live ESG Ratings data of over 1,600 stocks, found that ESG affected the valuation and performance of companies both through their systematic risk profile (lower costs of capital and higher valuations) and their idiosyncratic risk profile (higher profitability and lower exposures to tail risk), and that changes in a company's ESG characteristics (ESG momentum) may be a useful financial indicator in its own right.
Heinrich Hugenschmidt, Jordan Kimmel, Jon ‘JB’ Beckett, Marguerita Cheng
There is a buzz around responsible investing and, as the market enjoys a creative phase, there are still tough questions to be answered along the path to mass adoption across the ecosystem.
In this session, our panel of experts will share their take on the market outlook heading into the second quarter of 2018 with a focus on Environmental, Social And Governance (ESG), Socially responsible investing (SRI) and Impact Investing.
Key themes to be discussed include;
* Investor appetite vs market supply
* Unbundling of the responsible investments
* Manual approaches and hybrid innovations
* Regulatory environment and developments
Join this live Q&A panel session to engage with and hear from key industry experts with interesting and contrarian views on the market for responsible investments.
Heinrich Hugenschmidt, Advisor to Family Offices and Asset Managers
Jon ‘JB’ Beckett, Director and UK Representative, Association of Professional Fund Investors (APFI)
Marguerita Cheng, Chief Executive Officer, Blue Ocean Global Wealth
Jordan Kimmel, Portfolio Manager, Gitterman Wealth Management, LLC
Join an online community of financial advisers, featuring presentations from a wide variety of industry experts, the events are divided into four themes – Investment & Economics, Tax & Pensions, Better Business and Client Acquisition & Retention.
This channel sits at the heart of the financial adviser community and hosting video and webinar content, providing tools for users to comment and run regular online surveys with a view to keeping the content relevant and timely.