How to Leverage Foursquare - What Every IFA Needs to Know
More people now access the Internet from their phone or mobile device than through a fixed PC or laptop. This means that IFAs and Financial Planners need to both optimise their website for viewing on mobile devices - and find new ways to catch the attention of mobile users who are searching for products and services.
Foursquare is the fast and exciting new way to find, review and recommend local businesses. Millions of people use Foursquare every day to help them explore cities, towns and villages via their phone or mobile device. It's like a cross between a directory of local businesses, a social networking tool and a review site - but with some cutting edge and fun technology thrown in which will help people to find an IFA or financial planner in their area.
Hot on the heels of his recently acclaimed webinar How to Leverage LinkedIn, Philip Calvert presents How to Leverage Foursquare - What every IFA and Financial Planner needs to know
- What is Foursquare
- How do people use it?
- What's in it for financial advisers?
- Inside tips and tricks to make your financial advice business more visible online to mobile surfers
RecordedApr 28 201147 mins
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After the Federal Open Market Committee meeting and the Bank of England's Monetary Policy meeting, this webinar will discuss the implications of monetary policy and interest rates and how this will affect developed and emerging markets.
Bo Huang, Tilney Group | Charles Morris, Atlantic House Fund Management | Mark Witten, ACT Capital Partners
While the speed of news does create more efficient markets, uncertainties always exist in portfolio management.
This webinar will explore how fund selectors approach market uncertainties in crafting a portfolio, incorporating the following into the discussion:
- The Impacts of a strong US dollar on Emerging Markets.
- How trade agreements, and disagreements, will shape markets.
- What industries will see the most and least activity from emerging markets investors?
Igor Tsukerman, President & CIO, Passed Pawn Advisors
As ETF market in the US continues to grow, where do the issuers find new niches? Find out what’s been attracting investments, where the growth is, what is new and what is coming. We will look at some themes and trends in the markets – economic, demographic, geopolitical, regulatory and technological – and see what ETF issuance can tell us about the next big thing in investing. We’ll also focus on smart beta, as well as many factors driving demand and supply, such as ETF costs, regulation, innovation and fintech.
The Wealth Management industry is increasingly required to cut costs & ensure their clients are getting the best returns for their money. Smart Beta, or creating passive investments that are chosen using more than just cap-weighted selection parameters, may seem like a panacea to this problem.
This webinar will dive into how Wealth Managers are using Smart Beta in their strategies, and will ask questions such as:
- How will regulations such as MIFID II affect wealth managers portfolios and usage of Smart Beta?
- Is it possible to use Smart Beta as a Premium Offering?
- Will Smart Beta mean the end of Active Management in the next 5 years?
The World Economic Forum Annual Meeting in Davos-Klosters is the foremost creative force for engaging the world’s top leaders in collaborative activities to shape the global, regional and industry agendas at the beginning of each year.
There are 4 themes that are shaping the world right now, and there are investment implications for all of them.
- Global economic leadership is no longer dominated by multilateralism but characterized by “plurilateralism”
- The balance of global power has shifted from unipolar to multipolar
- Ecological challenges, including but not limited to, climate change, are threatening socio-economic development
- The Fourth Industrial Revolution is introducing technologies at a speed and scale unparalleled in history
This panel will discuss how investors can harness the power of these trends and create profit with purpose in finding their solutions.
Matthew Wood Creative Marketing Strategist ClientsFirst
Linkedin is now the go to B2B marketing platform with over 250 million active monthly users and 40% of those visiting the site daily. You can be sure than your audience is there are ready to have meaningful conversations.
But, it's often underused as a way to generate new high quality leads. when really it should be one of the main platforms in a b2b marketers arsenal.
In this webinar you will learn:
- How to leverage Linkedin's advertising capabilities to generate high quality leads
- How to start organic conversations on Linkedin using content
- How to use thought leader tactics to increase your businesses reach
Michael Faherty, PM for Stryx World Growth, Seilern Investment Management
Seilern Investment Management is an asset manager based in London that specializes in long-only, equity investments. The investment strategy focuses exclusively on quality & growth stocks, and takes a long-term view.
At the heart of Seilern Investment Management lies an unwavering conviction in its investment philosophy as well as a disciplined and process driven approach to executing its strategy.
Michael Faherty, portfolio manager of Stryx World Growth, will discuss the philosophy behind the funds, and the types of quality-growth companies that he looks for.
Alexander Gunz, Portfolio Manager, Heptagon Capital
The Heptagon Future Trends Fund provides investors with access to a high-conviction, concentrated portfolio of global equities that are exposed to a diverse set of themes, all of which look set to grow in importance.
The team at Heptagon Capital has been writing proprietary thematic commentaries on topics as varied as robotics and molecular diagnostics for the last seven years.
Heptagon subsequently launched a UCITS fund centred on its best-of-breed ideas derived from this research at the start of 2016. The Fund focuses on a wide number of themes (currently 12), but invests exclusively in businesses that offer pure-play exposure to the trends in question (defined as at least 75% revenue being theme-derived).
All of the businesses in which the Fund invests are market leaders in their respective fields, spending above-average levels of research and development in order to sustain their dominant position.
Leading plays on cybersecurity, alternative energy, and robotic-assisted surgery have been the biggest contributors to returns over the past year, highlighting the diversity of the Fund.
Paul Ellis | Jeff Gitterman | Martina MacPherson | Brace Young
Join Jeff Gitterman, Gitterman Wealth Management, Martina MacPherson, President, Network for Sustainable Financial Markets, Brace Young, Arabesque Asset Management, and Paul Ellis, Host of The Sustainable Finance Podcast on BrightTALk, for a review of industry growth in 2018 and the global outlook for key developments in 2019.
Sustainable, responsible and impact investing strategies grew to $12 trillion in the two years from January 2016 to January 2018, a 38% increase that represents 26%, or one in every four dollars, of total U.S. assets under professional management.
The BrightTALK Q4 ESG investing webinar will feature advice for 2019 investment allocation from leading financial advisors and asset managers who specialize in sustainable and impact portfolio strategies. Their clients include institutions, family offices and mass affluent investors, many of whom are integrating global sustainability frameworks like the UN Sustainable Development Goals (SDGs) into their mission-based and personal values focused due diligence process.
Justin Simler, Chris Watling, Lothar Mentel, Lars Kreckel
This has been a highly extended global economic cycle led by the US. Its longevity has been due to a number of factors including unorthodox monetary policy, fiscal stimulus and an absence of the exuberance that typically precedes a market reversal. The panellists will debate which factors are likely to drive markets over the next 12 months. They will cover key issues such as:
* The underlying strength of the US economy and the timing, and potential causes, of recession
* Evidence of inflationary pressure and the consequent impact on economies and markets of any reduction in liquidity
* Whether the downtrend in labour’s share of income is likely to reverse
* The outlook for the US dollar and the emerging markets
The panellists will discuss what the market currently discounts and how their views differ from this consensus. They will give their views on the asset allocation and style, region and sector exposures that are likely to offer the best (and worst) combination of risk and reward in this environment. They will finish by suggesting their own possible surprises for 2019. These are outcomes which the market believes have no better than a one in four chance but which the panellists believe have a probability of 50% or more.
Justin Simler, Industry Expert
Lars Kreckel, Global Equity Strategist, Legal and General Investment Management
Chris Watling, CEO & Chief Market Strategist, Longview Economics
Lothar Mentel, Chief Investment Officer, Tatton Investment Management
Andrew Jackson, Head of Fixed Income, Hermes Investment Management
Global financial markets are showing signs of “end of cycle” behavior. Credit markets appear to be lagging equities in the sell-off, fundamentals are mixed. The question is now how investors should position themselves.
In this session Andrew Jackson, head of fixed income at Hermes, will outline what opportunities he sees in credit going forward.
Sustainability Investing has become increasingly important over recent years and consequently, it has received a large amount of media and manager focus.
With decades of experience in this space Robeco have been leading the charge, their experts will explore the themes that they believe will define 2019 and beyond – and explain what these themes mean for investors.
Masja Zandbergen, Head of Sustainability, Robeco
Carola van Lamoen, Head of Active Ownership, Robeco
Derek Bradley, CEO & Claire Barber, Protection Account Manager, Aviva
86% of advisers say they want more protection clients (source: Cicero). But the barrier to acquiring new clients is not lack of product knowledge or failure to identify the opportunity - it’s limited time and resource.
Find out how we can help you to win more protection clients. Faster.
Emerging markets are in a paradox right now. They are seeing tremendous growth yet have debt denominated In a strong dollar, which threatens to halter their growth and thus ability to pay back their debts. They have more ways than ever to trade, yet are suffering from trade wards. Their economies are not yet developed, but some are on the brink of adopting more technologically advanced currencies than the developed countries.
What are good strategies to take advantage of this situation?
This panel will join leading emerging market participants to discuss:
- Which emerging markets will benefit from the potential political & economic outcomes of the next 18 months
- How to think about where opportunities lie in chaos.
- which securities are seeing the most flows and why?
- Which industries will be most affected by trade wars, a strong US dollar, and elections around the world
Emerging Markets will be the recipients of the most asset flows of any asset class by Institutional Investors, according to JPMorgan Asset Management.
In Asia, investors are trying to find opportunity not just in china, but in other Asian countries that will benefit from a growing Chinese economy.
Trade and industry developments such as TPP and the Asia Region Funds Passport promise to galvanise investment across all of APAC. In South America, a commonly over-looked area, reforms in currency, pension, education and trade present investment opportunities as well. Africa is heavily invested in by China, and Africa’s collective GDP is expanding faster than the world’s average, and it is forecast to accelerate over the next five years to become the world’s second-fastest-growing region once again.
This webinar will cover:
- What will be the impacts of a strong US dollar on markets?
- How will trade agreements, and disagreements, will shape markets in the next 6 months?
- What industries will see the most and least activity from investors?
- Which emerging markets funds are seeing inflows and outflows, and why?
Ryan Ross, BrightTALK | Kenny Hearn, SwissOne | Marco Benvenuto, CryptoFunds AG | Thomas Kettner, MVIS
A webinar series dedicated to informing investors in Cryptocurrency Funds on news in the market. Topics will include:
1) Updates on Regulations
2) Analysis & Investing Strategies
3) Investment Management Industry Adoption of Cryptos
4) Breakdown of the Underlying Technology & Terminology
5) Movers & Shakers in the industry
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