How Technology Helps with RDR and TCF (Treating Clients Fairly)

This webinar looks at how asset managers are deploying various asset classes to solve the sustainable development goals. While public equity is certainly a popular choice, other choices like fixed income instruments, and alternative investments are being employed in the quest for out-comes based investing. Our panel will answer questions such as:

- What kinds of returns and risks are being seen across the asset classes?
- Which asset managers are focused on which asset classes?
- Can cross-asset class frameworks be used, or does each asset class deserve its own framework for success?

Measuring what Matters: Quality Data & Metrics in Sustainable Investing

The ideal retirement or pension fund starts the drawdown phase only after decades of savings. Similarly, many benefits of ESG become more easily recognisable after multiple quarters or years. This long-term scope conflicts with wall street's penchant for quarterly earnings. Should short-term investors be thinking more like long-term investors? This webinar will discuss:

- Methods of valuing ESG
- Benefits of applying ESG decision frameworks to your portfolios
- How Pension funds look at potential investments

This live LinkedIn training webinar is for professionals who want to transform their basic LinkedIn profile into an impressive and engaging showcase that will reinforce your credibility, increase your visibility and attract new clients and potential partners.



During this live webinar with a question & answer session we will show you how to, inter alia:

Transform your skeleton LinkedIn profile into a career tool that highlights your skills & experiences. Your new LinkedIn Profile will capture a strong personal brand message and use LinkedIn keyword strategy aligned with the site’s search algorithm
Customise your URL
Draft an optimised keyword rich summary section
Effectively adjust your LinkedIn privacy (and other) settings in your favour
Use the skills section to your advantage


(Attendees will need to have set up a LinkedIn account prior to participating in this training.)

Over the next 30 years, the demographic makeup of societies will change tremendously. What effect will this have on income investment funds? Will people retire later, thus driving up the demand for Income Funds? What effect will interest rates and other factors have on people's desire to choose an income fund vs. a fund that reinvests its assets? Further, as investment preferences change, how will funds adapt to these preferences and drive market share?

This webinar panel will dive into:
- how will demographic changes drive demand for Income Funds around the world?
- How will fund companies need to adapt in order to anticipate these change?
- What investment parameters will need to be met to attract discerning investors with specific tastes.


Adrian Lowcock, Head of Personal Investing, Willis Owen
Bonnie Lyn de Bartok, Founder & CEO, The S Factor Co (a MacCormick Inc. company)
Alan Blythe, Chartered Financial Planner & Managing Director, Blythe Financial.
Shelly Antoniewicz, Senior Director, Industry and Financial Analysis, Investment Company Institute (ICI)

Managers of income funds know there are multiple ways to deliver the product - which can cause decision paralysis. But if you have a strong strategy and vision, the pathway to decisions are simplified. Multi-Asset Strategies abound for to deliver income, including a long-short approach, natural income, or capital and growth.

This webinar will discuss:
- Strategies the best investment firms are using to delivering income
- Asset allocation theories that can work in any environment
- The benefits and drawbacks to all approaches

Justin Simler - Consultant - Tatton Investment Management Limited
Kandarp Acharya, Senior Portfolio Manager, Wells Capital Management
Nicolas Simar, Portfolion Manager - Euro High Dividend, NN Investment Partners
Etienne Vincent, Global Head of Quantitative Portfolio Management, BNP Paribas Asset Management.

In this episode, Diligend's Wissem Souissi discusses what lead to the company's founding, the market problem they are solving, and the challenges they've overcome to make it to where they are.

As markets mature, information asymmetries become harder to find and higher returns become increasingly elusive. Where is a good place for investors to focus and gain exposure to APAC at attractive prices and rates? The Venture Capital and Private Equity may be the place to find answers, though China A-Shares may also hold the keys to success. Indeed, Impact Investing is another alternative, which is burgeoning in the region.

To understand how to find returns and alpha, this webinar will discuss:
how investors from across the globe can access APAC
Which sectors there is growing activity in, and why
Which markets are worth a look, and what regulations in these markets.

In a post GDPR world, top of the funnel traditional direct marketing isn't a viable option for financial services firms. Data is more regulated, targeting is more limited and a broad approach is a strategy that will likely fail.

Instead it's time to focus on a strategy that will attract, convert and delight engaged clients. This strategy is Growth Marketing. In this webinar we focus on how to turn your marketing culture from top of the funnel to a growth marketing culture where every stage of the funnel counts.

Other key takeaways include:

- Aligning your marketing goals into creating inbound opportunities which allows your firm to grow
- How to use the inbound model to not only create more leads, but turn these leads into delighted brand ambassadors
- How content is the new data when it comes to creating successful modern growth marketing campaigns
- Using technology and automation to streamline your marketing

Six veteran investors explain how they cut through the clutter of sensationalism and pseudo-analysis that litter the landscape of today's financial journalism. The webinar is accompanied by a 30-page slide deck with embedded links. The content is based on an article published by the CFA Institute in July of 2016, and the authors will discuss and debate their approaches.

Since the financial markets collapse of 2008, the financial services sector has been engulfed in new rules and regulations. Compliance teams must track regulatory data, and assess the impact of every regulatory requirement, to avoid breaches and punitive enforcement fines.

With 45 new regulatory documents to deal with every week, and more than 53,000 regulatory updates issued every year, manual approaches to monitoring regulatory intelligence and managing regulatory change are putting financial services businesses at risk.

Artificial intelligence (AI) allows you to marry human expertise with the almost limitless ability of technology to consume and analyze huge amounts of data, automate manual processes and reduce complexity. In doing so, financial institutions can leverage AI to respond to regulatory change more efficiently and effectively.


Join regulatory change expert, and Head of Product Management at CUBE Elliot Burgess to learn

Why AI is the only answer to addressing big data compliance challenges, at scale
What elements of AI are driving value for Risk and Compliance teams (e.g. Machine Learning, Natural Language Processing, Robotic Process Automation)
How regulated financial institutions are utilizing AI today to ease and accelerate regulatory change processes

The regulator wants asset managers to define more clearly the value they provide to their investors. In this session, Square Mile explores what they need to consider.

The concept of a value assessment emerged from the FCA Asset Management Market study in 2018: this proposed certain changes to the structure of open-ended funds, including the appointment of a minimum of two independent directors (making up at least 25% of the board). It also stated that fund managers should start to provide an annual assessment on ‘value’ to this newly independent board.

Since that point, there has been considerable debate on how ‘value’ should be defined. In January/ February 2019 Square Mile and Boring Money conducted market research with the aim to provide asset managers with an independent third-party view on how to assess and measure value. We asked consumers, advisers, investment trust directors, the regulator, service providers and academics for their version of value.

The FCA already has its version. It defined seven elements in its non-exhaustive list: quality of service, performance, general fund manager costs, economies of scale, comparable market rates, comparable services and classes of units. In our discussions with the FCA, we found that there were also a number of key questions that the FCA wanted asset managers to think about from the clients’ perspective:

· What do I get charged?

· Can I see what I pay for?

· What simple indicator do I have that will tell me what this fund is trying to do and what it will achieve?

· What are the upsides and downsides?

· Am I paying more for a choice that I’ve made and when I’ve made that choice can I understand it?