What Marketing Isn't - Do's & Don't s For Financial Advisers

Jennifer Sireklove, Director of Responsible Investing, has built Parametric's Responsible Investing practice over two years, including customized ESG data incorporation on $20 billion AUM, and firm-wide proxy voting on $100 billion AUM.

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.

Bi-weekly webcam discussions on markets, funds, finance and economics. Each episode provides an overview on one ecosystem within investment management.

This Week: The State of ETFs

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Investors seeking alternative investments are exposed to more risk than regular investments. Especially in the high-touch art world, having a professional advise on the intricacies of the industry is critical to investing.

This webinar will discuss questions from our previous webinar:

How long does it take for an 'outsider' become an 'insider'? Where to start?

What drives appetite to invest in art? how much is emotion, i.e. "I like this piece of art", and how much is rational analysis of the art?

What types of art are being bought besides Images, and who are they being bought by? Like Sculptures in Cities?

I'm inclined to believe that "collecting" can be confused with "hoarding". The difference is SHOWCASING. Is this accurate? What is the difference?

Are there any major collectors opening Museums? or using VR to share their art with the world?


Participants include:

- Antonio Curia, Executive Director Wimmer Family Office LLP (UK) [Moderator]
- Giovanni Gasparini, Director Christie's Education (London)
- Alain Mestat, Founder PassionProtect® (Luxembourg)

Founder Hazel Henderson discusses the value of global frameworks like the UN SDGs to sustainable business growth.

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)

Multi asset income funds have seen increasing interest as companies need better returns on cash; schemes become cash flow negative and individuals seek income in retirement. There are, however, many different approaches to generating an income including both fixed income and multi asset income approaches. These can have a focus on synthetic or natural income, and very different targets for income, capital growth and protection.

This webinar will discuss topics that include:

Is the demand for income likely to persist?
Should income even matter?
What is a sustainable level of income?
What are the strengths and drawbacks of the different approaches?
What are the risks of an income portfolio and how do you manage them?

Panel:
Moderated by Justin Simler - Consultant
Kandarp Acharya, Senior Portfolio Manager, Wells Capital Management
Ewan McAlpine, Senior Client Portfolio Manager - Fixed Income, Royal London Asset Management
Etienne Vincent, Global Head of Quantitative Portfolio Management, BNP Paribas Asset Management

Bi-weekly webcam discussions on markets, funds, finance and economics. Each episode provides an overview on one ecosystem within investment management.

This Week: Case Study on ESG Projects

Bi-weekly webcam discussions on markets, funds, finance and economics. Each episode provides an overview on one ecosystem within investment management.

This week: Family Offices

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?

Senior Managers & Certification Regime (SM&CR) goes live on 9th December 2019 for FCA solo-regulated firms. BCS Consulting have supported vast numbers of banks, insurers and solo-regulated firms with their SM&CR implementations from which they have learnt key lessons about the challenges, regulatory consequences and the most effective solutions. Based on this experience, BCS Consulting will explain how firms can avoid the most significant implementation challenges and accelerate delivery timelines.

Bi-weekly webcam discussions on markets, funds, finance and economics. Each episode provides an overview on one ecosystem within investment management.

This week: how to evaluate an Asset Manager

In this webinar series, we will discuss how behavioral economics mindsets apply to the goals and initiatives of leading organizations, including international orgs (UN, SDGs) and corporates (ESG).