Hi [[ session.user.profile.firstName ]]

How to Select an Outsourcing Partner

Join Antony John, CEO of FundQuest as he discusses:

-Key challenges in selecting an outsourcing partner
-Undertaking the appropriate level of due diligence
-Managing your expectations of the key deliverables
-Key contractual considerations
-How to hold your nerve - what to do when performance dips
-Some practical lessons from other outsourcing ventures
Recorded Oct 27 2010 46 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Antony John, CEO, FundQuest
Presentation preview: How to Select an Outsourcing Partner

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile
  • Top Challenges Faced by Banks in 2018 Jul 17 2018 3:00 pm UTC 45 mins
    Breana Patel, CEO, Bonova Advisory
    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 Future of Banking Jul 17 2018 7:00 am UTC 45 mins
    Vincent Fokke, CTO FS Benelux, Capgemini
    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.
  • First Principles: Investing in Sustainable Energy Jun 6 2018 9:00 pm UTC 60 mins
    The oil & gas industry is an easy target for sustainable energy proponents; a convenient villain. But is that title accurate? They are keenly aware of the market opportunity in their industry, and may be the most well-positioned to create value & advancements.

    What other companies out there are focused on sustainable energy? What jobs will be created, and which ones will need to adjust to this new job creation? What skills will be needed to fill these jobs?

    For investors, what are the opportunities out there? Who are the players, what are there doing, and how can you get involved?

    These questions and more will be answered in this webinar.
  • First Principles: Agri-tech Jun 6 2018 7:00 pm UTC 60 mins
    What is the goal of the agribusiness industry, and what companies out there are focused on this goal? What jobs will be created, and which ones will need to adjust to this new job creation? What skills will be needed to fill these jobs?

    For investors, what are the opportunities out there? Who are the players, what are there doing, and how can you get involved?

    These questions and more will be answered in this webinar.
  • First Principles: How The Autonomous Car Industry Works Jun 6 2018 5:00 pm UTC 60 mins
    What is the goal of the Autonomous car industry, and what companies out there are focused on this goal? What jobs will be created, and which ones will need to adjust to this new job creation? What skills will be needed to fill these jobs?

    For investors, what are the opportunities out there? Who are the players, what are there doing, and how can you get involved?

    These questions and more will be answered in this webinar.
  • Investing 101: Private Equity vs. Venture Capital Jun 6 2018 3:00 pm UTC 60 mins
    Many areas of finance exist, in this webinar we compare Private Equity & Venture Capital. What are the difference & similarities? What does it take to get involved, and how can entrepreneurs seeking capital & investors with capital connect? What is an Angel Investor, and can they use Leverage just like a Private Equity fund? Watch this webinar to find out.
  • Investing in Health & Wellness Jun 5 2018 7:00 pm UTC 60 mins
    With health & wellness taking a front seat for working professionals and office efficiency enthusiasts, this industry is the place to be for investors. Is there a bubble? In this webinar you'll find out who the players are, what opportunities exist, and how you can get involved.
  • Investing in Personal Finance Jun 5 2018 5:00 pm UTC 60 mins
    What does the future of Personal Finance look like, who are the players, what are the opportunities, and how can you get involved? Watch this webinar and find out?
  • Investing in Blockchain 101 Jun 5 2018 3:00 pm UTC 60 mins
    What are the opportunities for Blockchain, who are the players in this industry, and how can you get involved? Find out in this webinar.
  • SM&CR extension: It’s time to get implementing! May 23 2018 3:00 pm UTC 60 mins
    Dan Ridler, Director, BCS Consulting
    The FCA and PRA and confirmed that they will be extending SMCR from the current scope, which is limited to just deposit taking entities, to the remainder of the financial services industry. The extension of the regime will go live in 2018 for insurers and 2019 for all other firms.

    BCS Consulting have supported many banks through their implementation from which they have learnt key lessons about the challenges, unintended regulatory consequences and most effective solutions.

    BCS will share their lessons learnt and explain how they have designed highly effective SMCR solutions to save firms significant time and money, ensuring they achieve and maintain compliance with the rules.
  • [PANEL] Finding Opportunity: North America Multi-Asset Outlook May 10 2018 3:00 pm UTC 60 mins
    Linda Zhang, Stuart Peskin
    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
  • [PANEL] Multi-Asset: How Solving Client Problems is Crucial to Raising Assets May 9 2018 3:00 pm UTC 60 mins
    Gabriel Altbach, Florian Schneider, Scott Brady, Peter Greenberger
    “Multi-asset” and “Solutions” have been some of the industry’s biggest buzzwords over the last few years, and for good reason: multi-asset vehicles have generated record sales and clients around the world continue to challenge their providers - both asset and wealth managers - to offer solutions to their problems rather than simply push products.

    In this panel discussion, we will dissect what’s driving the recent growth in multi-asset products and what the future holds given the many challenges facing the industry

    This webinar will cover topics such as:
    * What are the key innovations in the multi-asset arena currently and in the future?
    * How can asset and wealth managers partner to ensure clients are receiving the best possible outcomes?
    * What role does passive play in the multi-asset arena? Alternatives?
    * How do wealth managers evaluate asset managers’ multi-asset products, and what are their unmet needs?

    After this webinar, listeners will leave with solid ideas, tactics, and a vision on how to optimize their multi-asset strategy to meet client needs, be on the cutting edge of innovation, and protect and grow their assets and overall business.

    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

    Moderated by;
    Gabriel Altbach, Founding Principal, Asset Management Insights and Senior Consultant, MackayWilliams
  • What Makes Multi-Asset Investing Truly ‘Multi-Asset’? May 9 2018 2:00 pm UTC 45 mins
    Daniel Lockyer, CIO Fund Management & Senior Fund Manager, Hawksmoor Investment Management Limited
    Amid the recent market turbulence, how can investment managers focus on the most important job of responsibly managing the wealth entrusted to their care and avoid being swayed by economic forecasts and market volatility?

    This webinar takes a closer look at what investment managers can realistically and confidently take a view on, such as;

    * the extent to which events can change the valuation of assets
    * the relative attractions of the myriad asset classes available to multi-asset investors
    * the likelihood of achieving decent returns from those assets in the context of the market cycle.
  • Multi-Asset Investing – A Focus on Alternative Risk Premia (ARP) May 9 2018 12:00 pm UTC 45 mins
    Joan Lee, Investment Manager (Multi-Asset), Unigestion
    The popularity of alternative risk premia (ARP) is growing and strategies that focus on ARP are increasingly being incorporated into portfolios. The attraction of this approach is that ARP can mimic strategies that have historically only been available through hedge fund vehicles, but with more favourable liquidity and cost characteristics, whilst retaining a low correlation to traditional equities and bonds.

    In multi-asset investing the search for non-correlated returns leads to Alternative Risk Premia. Key topics that will be covered in this session include:

    * What benefits do alternative risk premia (ARP) bring to a multi-asset portfolio?
    * How can investors construct a portfolio that is diversified to weather key macroeconomic regimes?
    * How can dynamic allocation in the alternative risk premia universe be used to manage downside risk?

    Joining this webinar will help you to understand how alternative risk premia strategies can help provide diversification benefits to your multi-asset portfolios as well as providing you with the knowledge to better understand how to differentiate between the various risk premia strategies available and to select the ones most appropriate for your needs.
  • [Panel] Multi-Asset Strategies: Diversifying for Uncertainty May 9 2018 10:00 am UTC 60 mins
    Alastair Gunn, Ben Conway, Will Mayne & Lee Robertson
    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
    Lee Robertson, Founding Director & CEO, Investment Quorum Limited

    Moderated by;
    Will Mayne, Senior Director - Global Insights, Broadridge Financial Solutions, Inc.
  • GDPR: 5-Steps to Make Sure You're Compliant May 8 2018 1:00 pm UTC 60 mins
    Matt Wood, Jon Pittham
    '5 steps to help you show GDPR compliance, from a firm that's completed them'
  • World Wealth Report 2017: How Wealth Management Firms Can Mine the HNW industry Recorded: Apr 26 2018 60 mins
    April Rudin, Bill Sullivan
    The market is up for grabs. The largest wealth transfer to ever occur is underway. Baby Boomers are set to shift $30 trillion in assets to their heirs – mainly Gen Xers and millennials. This event creates risks and opportunities for wealth management firms. How firms meet the needs of a new generation of high-net-worth investors will determine who will succeed…and who won’t.

    Key is having the right products and leveraging digital to reach the dynamic millennial group. Case in point: Based on Capgemini’s 2017 World Wealth Report, more than 80% of investors under the age of 40 trust their wealth managers and firms. But will that continue should markets retreat and as hybrid models become more common?

    Join April Rudin and Bill Sullivan as they discuss:

    How to differentiate your brand and build trust by creating a compelling and informative online presence through timely and relevant content.

    Establishing and leveraging a digital presence to that enables you to engage with clients across the business life cycle – from making your offering accessible online and digitally to connecting with clients in a meaningful and consistent fashion via social, email, and text.

    Developing an effective means of collecting and analyzing client data that enable you to understand client needs and tailor products and services accurately.
  • Fund Selection: From Art to Science Recorded: Apr 24 2018 58 mins
    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?

    And much more!
  • Redefining Profit: Harmonising the Rules of Business with the Laws of Nature Recorded: Apr 19 2018 64 mins
    Amy Larkin
    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.
  • Investment Consultants: The Final Frontier for Responsible Investment Recorded: Apr 19 2018 42 mins
    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.
Content for UK financial advisers
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.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: How to Select an Outsourcing Partner
  • Live at: Oct 27 2010 10:00 am
  • Presented by: Antony John, CEO, FundQuest
  • From:
Your email has been sent.
or close