The Professional Services Firm of the Future

Towards the SDGs: Robust ES Data from Better Supply Chains Monitoring

This webinar will discuss the importance of an income-producing investment strategy and where to find income in today’s low yield environment. Topics covered will include:

Alternative investments
Convertible securities
High Yield bonds
Dividend paying stocks
Bond funds
Real Estate Investment Trusts (REITS)
Income producing real estate

Over recent years, the search for income has become increasingly challenging. Unusually low interest rates, skinny credit spreads and the concentration of dividends in cyclical businesses has led to lower and more volatile incomes that clients would like. So how can advisers best prepare clients for retirement? Have the rules of investing for income changed? Is a radically different approach now required?

In this webinar we consider whether it is now time to revisit the timeless rules of investment. We ask which investment approach can help advisers make the most of the current opportunities and lead to a more stable return profile. The webinar will be presented by Dan Kemp CIO, EMEA of Morningstar Investment Management, a global multi asset investor with over $200 billion of assets under management focused on providing investment solutions for financial advisers.

This discussion focuses on fixed income asset classes and funds that may provide income in a world challenged with low yields and dropping dividends, active and passive "tools" in the tool box and risks to achieving income.

-Why use fixed income in this low yield environment? The "why" sets the stage for "how".
-Asset classes that have incremental yield but at what risk?
-Is active fund management better than passive "beta" exposure when taking into account the "why" and the risks?
-Interesting new funds that are geared for income generation.

In "The Impact of Technology on Real Estate," I will discuss emerging technology that will affect various real estate asset classes. Many real estate investors are not including technological risk in their evaluations of opportunities. Having these technological advances on your radar will create an opportunity for you to assess how they will directly or indirectly impact your potential investments. The pace of the adoption of technology is much quicker than markets anticipate. We will dive into a few technologies that are colliding into each other, reinventing products, services, and industries. I will also discuss how COVID along with technological advancement will expedite the timeline for change, just as the 2008 crisis saw the birth of the "Sharing and Gig Economy" the COVID crisis will see the birth of the "Collaborative and Distance Economy."

Key Points:

· Residential is a much safer bet, why?
· Geographical preferences and how they will change.
· Technology will alter the labor pool, giving and taking jobs.
· There are no absolutes. No asset class will disappear.
· The effects of Autonomous Platforms, AI, 3D Printing, Batteries and Solar, VR, and other emerging tech that will affect real estate in many ways.

Join the top executives from Cornerstone Capital Group, a $1B+ SEC registered investment adviser that specializes in sustainable and impact investing, for an in-depth look at this growing facet of financial services. Cornerstone engages with foundations, individuals and families to pursue a shared vision: the realization of a more regenerative and inclusive global economy. In this interactive live session, the Cornerstone team will provide an overview of the growth in environmental, social and governance (ESG) analysis, ways in which it can be woven into competitive financial portfolios, and some of the key considerations to watch for in evaluating “sustainable” or “ESG” branded funds. In addition, the session will discuss key impact themes, such as investing for gender equity, racial equity and climate action, as well as the critical role of the United Nations Sustainable Development Goals (UN SDGs) in driving change.

Attendees will learn:
• Evolution of sustainable and impact investing, key terms and definitions
• The myth of underperformance and other barriers to adoption
• What a sustainable portfolio can look like (asset allocation)
• How the UN SDGs are driving changes to the investment process
• Key investment themes and the role of investors in influencing positive change

Presenters:
Erika Karp, Founder and Chief Executive Officer, Cornerstone Capital Group
Craig Metrick, CAIA, Chief Investment Officer
Katherine Pease, Chief Impact Strategist

With 2020 behind us, and the economy adjusting to new ways of working and lower interest rates, what investments should investors look forward to in 2021? Will healthcare and big tech rule the world? Will emerging markets provide returns that the market is seeking? Or, will opportunities in real estate open up?

The “Sustainability” became a symbol of world’s wealth and growth and a guiding goal for prosperity in economic and financial aspect. This evoked changes in the investment approach, which started to consider also non-financial factors such as ESG when portfolio assets allocate and manage. On the EU scene the active “switching” to sustainability is incorporating in the policies and legislative framework, accompanied by financial regulations to involve sustainable investments and private finance for supporting the achievement of the sustainable goals.

By the growth strategy - European Green Deal, set out in December 2019, was declared the aspiring goal Europe to become “the first climate neutral continent by 2050”. This ambition commits huge public and private financial resource and priority measures towards: setting an EU sustainability taxonomy and investor duties for long-term horizons and ESG incorporation into investment decisions; reforming the disclosures; retail investors access to sustainable finance opportunities; creating standards for related financial assets, also merging the sustainability in the governance and financial supervision of the financial institutions. All priorities are under active elaboration as the first one – the Taxonomy regulation, is a fact since June 2020 and supplies with a framework to facilitate sustainable investment. Some of these tools are expected to support a 'resilient, sustainable and fair' recovery from COVID-19 pandemic.

A theme to watch and understand, crucial for the EU and the world and driving the finance system to sustainable investments.

Ever-greater demand is combining with increasingly uneven and unreliable supply to make water one of the world’s most precious resources. On the demand side, the planet’s swelling population is not the only factor; increasing global wealth is also changing patterns of water consumption as billions more people expect to enjoy regular showers, to eat more water-intensive crops, to water their gardens, to wear fabrics that draw heavily on water for their creation, and to use electricity whose generation depends on water for cooling.

On the supply side, climate change and shifting weather patterns are making the distribution of rain less predictable, as evidenced by the increase in both devastating floods and droughts around the world. At the same time, migration and demographic shifts are moving people away from major water sources: 1.8 billion people are expected to be living in countries or regions with absolute water scarcity, and two-thirds of the world population could be under water stress conditions, by 2025

Do you want better Money Mindset? More space and time in your day to focus on the important things to you? Your friends, your family or simply having more ‘me’ time?
Does not having enough money cause you stress?
Then this masterclass is for you!
Money worries have topped a poll of the biggest cause of stress in the UK amongst 25-50-year olds.
Are you worried about investing after seeing the stock market falls recently?
Perhaps you frustrated at getting next to nothing from your savings?
Maybe don’t have the time to understand the 100s of different products and providers currently available?
It doesn't have to be this way!
This master class aims to reduce your stress and worry around money. Giving you confidence and security of where you are heading financially.
We will reveal the three rules of money accumulation, which will reduce your risk by 60% (according to the latest evidence-based research).
Putting you back in charge of your money and your life.
These well-known but little understood investment planning strategies help you work smarter with your money. Giving you the mindset you desire to help you manage your money, so you don’t have to worry, think, or stress about money.
You can instead concentrate on more important, productive aspects of your life.
Where you have more time, freedom and control so you can enjoy life to its true potential.
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Contrarian ideas for investing, building businesses and becoming an owner.
• Unconventional ideas for building wealth
• How to create your own flywheel and online ecosystem to profit
• The opportunity in small business acquisition

A look at several investment categories, funds, and other places
to invest that should perform well in 2021. We will also explore investment
categories, funds, and other investments that provide diversification,
portfolio risk reduction, and a safety net for portfolios.

Topics covered will include:
• Alternative Investments
• Convertible Securities
• Dividend Stocks
• Value Stocks
• Real Estate
• The Wealth Creation Pyramid

The asset management industry has been facing four main challenges since the 2008 financial crisis, regarding not only alpha generation but also risk mitigation: persistent low interest rates, drastic change in volatility regimes patterns, deflationary environment and decreasing alpha, increased competition across asset managers.

Neither active (e.g. sector rotation as diversification is dying, or options due to high cost of carry) nor passive asset management styles (due to under/over-risking patterns, too aggressive equity de-allocation vs. too slow re-equitisation, or contributions to market crash feedback loops) have significantly and consistently captured velocity changes over the past decade.

Here we present some sound mix between fundamentals and systematic market technical indicators in order to capture velocity changes through: embedding economic and supply & demand fundamentals within systematic algorithmic passive asset management, combining “volatility control” with high quality stocks, or rule-based strategies based on trade-off between sustainable low tacking-errors vs. low costs (e.g. using VIX futures or tail risk puts).

With respect to the three value propositions above, digital technologies are helpful for (i) securely merging huge quantities of data across different sources in a secure way (using data virtualisation), (ii) devising suitable portfolio rebalancing strategy (using multi-steps automatized back testing and stress tests across a wide range of patterns and stress tests); (iii) selecting sustainable investment and hedging assets, and managing semi-static hedging and liquidity issues (using big data, artificial intelligence, non-linear market impact modelling and “optimal control”).

Tavistock Wealth is a leader in the ETF asset management industry with a track record approaching 6-years – “one of the longest in the world” to the best of our knowledge.

ETFs have become increasingly popular over the last few years and their unique characteristics make them ideal for top-down, asset allocation driven investing. Which is what we do.

We adopt a top-down view of the world. This allows us to determine the broad macroeconomic and geopolitical trends that drive markets. We then allocate risk as appropriate around the globe and across asset classes including equity and bond ETFs and commodity ETCs via a mixture of traditional market cap weighted indices as well as smart beta strategies.

In addition, our ESG range adheres to a best-in-class environmental, social, governance investment policy which is a data-driven framework designed to distinguish between ESG leaders and laggards.