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What is Blogging?

Join the @IFABlogger as he introduces advisers to the world of blogging. Millions of people blog everyday but what is blogging? How can financial advisers use blogging to their advantage? If you have ever thought of starting a business blog but don't know where to start this webcast will give you all the information you need to get going.

Richard Bishop, the IFA Blogger, will give a brief history of blogging, example of blog success stories and how the leading blogs create content to gather millions of visitors. He will also share an in-depth look at your options to start blogging with no investment other than time.
Recorded Aug 12 2011 47 mins
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Presented by
Richard Bishop, Owner, IFA Blogger & IFA, Premier Practice Ltd
Presentation preview: What is Blogging?
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    Kate Larsen, SupplyESChange
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  • Towards the SDGs: Possible Aspects of Future Regulations Nov 19 2020 4:00 pm UTC 60 mins
    Kate Larsen, SupplyESChange
    Towards the SDGs: Possible Aspects of Future Regulations
  • Outook for Distressed Debt: The 30,000 Foot View Nov 9 2020 4:00 pm UTC 30 mins
    TJ Osterman - Managing Partner/Founder, Paperstac
    Distress creates market opportunities - especially in real estate. When the real estate bubble burst in 2008, fund managers raised $44.7B. In the first half of 2020 alone, Anticipating post-COVID opportunities, firms are seeking more than $67B across 59 funds, according to data provider Preqin Ltd.

    Investing in promissory notes is one way that fund managers are finding opportunties.

    How does note investing work and how can professionals and retail investors alike profit?

    Join this webinar to learn about:
    - The size of the note market
    - Why opportunities will be created in a post-COVID-19 world
    - Why distressed debt could be good for a portfolio"
  • Using Alternative Assets to Increase Portfolio Returns and Decrease Risk Oct 29 2020 9:00 pm UTC 60 mins
    Dr. Paul M. Wendee, Managing Director, Northwest Quadrant Opportunity Fund LLC
    This presentation will show how the use of Alternative Asset Classes and individual Alternative Assets can substantially increase portfolio returns while reducing portfolio risk. Convertible Securities as an asset class in a Multi-Asset portfolio and its income generating and portfolio risk reductions characteristics will also be discussed. Here are some of the topics which will be discussed:

    • Generation of Cash Flow
    • Preservation of Capital
    • Asset Appreciation
    • Portfolio Diversification
    • Achieving Potential Tax Benefits
    • High Overall Returns
    • Correlations with Other Asset Classes – Low Correlation, Non-correlated, Negative Correlation
    • Convertible Securities
  • What to Do When an Investment Strategy Performs Poorly Oct 29 2020 5:00 pm UTC 60 mins
    Larry Swedroe, Chief Research Officer, Buckingham Strategic Wealth
    In recent years, US stocks have far outperformed international stocks. Growth stocks have far outperformed value stocks. This has led to question the benefits of diversification and ask what they should do when an investment strategy performs poorly.

    The goal of this talk is to answer that very question: what should you do about poor performance? We will discuss the value of patience and how the all-too-human problems of recency bias, relativism and engaging leads many investors to abandon well-thought out plans.
  • Does diversification still work? Oct 29 2020 1:00 pm UTC 45 mins
    Seth Weingram, Ph.D and Thomas Dobler, Ph.D., Acadian
    Part 1: Diversification called into question
    Part 2: Flaws of conventional approaches
    Part 3: What can you do from a multi-asset perspective
    Q&A to follow

    Presented by:
    Seth Weingram, Ph.D. – Senior Vice President, Director, Client Advisory, Acadian
    Thomas Dobler, Ph.D. – Senior Vice President, Portfolio Manager, Multi-Asset Class Strategies, Acadian
  • Multi Asset Investing in the “roaring 20’s” - low returns, higher risk? Oct 29 2020 1:00 pm UTC 45 mins
    Ulf Füllgraf, Managing Director, Alpha-Centauri
    Multi Asset has been one of the most successful strategies with respect to attracting new assets over the last fifteen years. But the tides might turn in the decade ahead.

    Low returns from bonds as one of the longest bond bull markets in economic history - according to research from BoE- is finally over. High levels of government debt, reinforced by the COVID 19 pandemic, might lead to an ongoing low interest rate scenario and “financial repression” (negative real rates) for decades to come. Low equity returns should be expected because of low earnings growth - especially in Europe, where index earnings are lower than 10 years ago - or high valuations like in the US.

    Diversification across asset classes doesn´t work anymore. Bonds lost their diversification benefits over the last couple of years, which leads to higher overall risk in Multi Asset portfolios. For a similar level of volatility and drawdown than during the past 15 years, exposures to risky assets should be lower – in contrast to what investors are doing today.

    Implication might be the end of Multi Asset as it has been delivered over the last 15 years. New sources of return and diversification are needed and classical asset allocation, as we know it, must be replaced by risk-based - or total portfolio approaches.

    The webinar is about new sources of return, combining traditional and alternative risk premia in one portfolio, new sources of diversification as risk mitigation strategies might be more effective than bonds in the years ahead and a Total Portfolio Approach as a more risk-efficient framework than classical asset allocation.
  • Making High Profits with Social Responsibility Easy Recorded: Oct 28 2020 48 mins
    Kevin Shortle, Management Partner, Money With Meaning Fund
    Purchasing discounted mortgages and enabling borrowers to stay in their homes.

    There are millions of distressed homeowners desperately looking for solutions that would enable them to stay in their homes. These homeowners face the enormous pressure of a difficult task. Unfortunately, there are likely to be millions more.

    Join us to explore the solution to this growing problem. During the last crash, this solution not only saved millions of people’s homes but also helped expedite the turn-around of the real estate market. We will cover:

    - What real-estate-backed mortgages are and how to purchase them at a discount
    - Why these investments provide safety and high returns
    - Why these assets should be a part of everyone’s portfolio
    - Why it is so easy to invest in these assets today
    - How to be a part of the profitable solution to a growing problem
  • It’s not Business as Usual for Q3 Real Estate Investment – Big Shifts! Recorded: Oct 28 2020 25 mins
    Jeff Cline, CEO, SFR Capital Management, LLC
    As the COVID-19 pandemic hit, the impact was felt swiftly across industries, communities and markets as social distancing practices were quickly adopted, the use of shared community spaces began to decline and people across the globe significantly increased time spent in their homes. This shift has amplified one of the largest, recent housing sensations in commercial real estate - Build-for-Rent (BFR) communities. What started during the Great Recession, Build-for-Rent - a commercial investment asset class focused on buying a large number of newly-built rental homes - is today rising again to the forefront in both popularity and investor demand at an accelerated rate.

    It isn’t often that commercial real estate embraces a new asset class, but the institutionalization of the BFR investment segment has it quickly becoming a preferred investment segment due to its ability to significantly gain scale, reduced operating costs when compared with older vintage SFR homes, and increased property management efficiency. These benefits, paired with the BFR asset class’s resiliency during downturns, has institutional investors taking notice in a big way.

    Join Jeff Cline, CEO of SFR Capital Management, LLC, who leads SVN | SFR Capital Fund I, LP, a $1 billion institutional-grade BFR-focused aggregation fund, to hear about the BFR asset class that is leading the commercial real estate segment. In this presentation, Cline will discuss:

    - An overview of this new commercial real estate asset class and its leading the CRE segment.
    - Pandemic financial performance compared with other investment segments.
    - A comparison of all CRE asset classes for investment.
    - A look at what’s to come in 2021 and beyond.
  • Active v. Passive Bond Funds: Hype & Facts Recorded: Oct 28 2020 44 mins
    JR Rieger CRC®, Bond Market Author and Speaker
    2020 was supposed to be the year for active fixed income management. Did the hype match the facts? In this session, JR Rieger will discuss the performance, benefits, and pitfalls of active & passive fixed income fund investing options along with the challenges ahead for fixed income funds as we look towards 2021.
  • The Innovation Revolution: Seizing opportunities and mitigating risk in Q4 2020 Recorded: Oct 28 2020 17 mins
    Andrew Tang, Chief Investment Officer, Claraphi Advisory Network
    As the U.S. continues to emerge from a recessionary period and adapt to life during a pandemic, learn where Claraphi Advisory Network’s Chief Investment Officer Andrew Tang is seeing opportunity and risk.

    During this webinar, Andrew will discuss the upcoming election’s potential impact on the market and the actions his team is taking to mitigate risk, as well as his economic outlook for the rest of the year.

    Andrew Tang is a seasoned investment strategist responsible for establishing and managing Claraphi Advisory Network’s short- and long-term investment strategies. With his guidance, the portfolio management team builds and monitors customized investment portfolios that focus on the unique investment objectives, risk tolerances and financial goals of each Claraphi client. Andrew and his team also support Claraphi’s national network of independent financial advisors with implementing and growing their fee-based asset management practices on the Claraphi platform.

    ​Andrew launched his financial services career as a Private Account Executive at Sands Brothers & Company in 1998 and joined Wachovia Securities Financial Network as an investment adviser representative in 2001. He joined Claraphi in 2013, after a decade with National Asset Management (NAM) where, during his tenure, he was promoted from Director of Operations to Managing Director of Advisory Services.

    Andrew holds the Series 65 securities registration. He earned a bachelor’s degree in economics from Boston University and holds certificates in commodities trading and financial planning from New York University.
  • Regime Change: the importance of re-thinking portfolio construction Recorded: Oct 28 2020 56 mins
    Chris Marshall, Head of Investment Strategy, Dragon Investment Managers
    The Global Pandemic has acted as catalyst for rapid change around the world. Business models, social norms, spending habits and outlooks have all been tested. Additionally a new co-ordination of fiscal and monetary policy has also been unleashed on the world, leading to a landscape with greater government intervention in market functioning and support. The culmination of these factors will have an unrelenting impact on virtually all investable asset classes: a result of the changing and manipulated market environment.

    During this presentation, Chris Marshall, Head of Investment Strategy at Dragon IM, will walk through some of the changes that need to be considered at the asset allocation level, along with a look back through history to uncover how key assets have an inbuilt economic bias to key environments, and how these can be used to optimise tactical and strategic allocations.
  • Towards the SDGs: The Importance of Collaboration Recorded: Oct 14 2020 54 mins
    Kate Larsen | Hannah Shoesmith, Federated Hermes | David Schilling, Investor Alliance for Human Rights
    In this Podcast an Investor, speakers with Corporate Responsibility Insider experience, and speakers with civil society critic stakeholder experience, will discuss the new expectations for Companies to work on Supply Chains Environmental and Social, Human Rights issues through industry and corporate peer-to-peer collaborations, for Modern Slavery and other Risk Management, and to deliver SDG8 Decent Work and other SDG Social Impacts. Speakers will brief on emerging new business Human Rights due diligence legislation, how investors should understand that it expects companies to collaborate, why, and how data collection challenges are beginning to be overcome. Discussion will cover Fashion/Apparel, Tech, Consumer Goods and other sectors, as well as issues in China, Africa, and around the world.
  • Working to Bridge the Financing Gap in Developing Economies Recorded: Sep 29 2020 51 mins
    Paul Ellis, Moderator; Martina Macpherson, Moody's; Jason Mitchell, Man Group and Charulata Singal, UNCDF
    When small businesses in developing economies need additional capital to continue growing, they typically face a finance gap. Martina Macpherson of Moody's Corp ESG Solutions Group, Jason Mitchell of Man Group, and Charulata Singal of United Nations Capital Development Fund (UNCDF) discuss how investors in developing economies are working with data analytics firms and asset managers to address both the risk and the many opportunities for growth in these economies and for companies with exposure to local entities through their value and supply chains. When UNCDF engages with local enterprises in frontier markets, it builds depth into these markets and nurtures more bankable deal flow, ultimately acting like a project preparatory facility for Development Finance Institutions (DFI) and other commercial investors. Developing these kinds of cross-sector collaborations and public-private partnerships are also fundamental for establishing environmental and social resilience and long term prosperity in line with Agenda 2030.
  • Community Update: IM Q3 Recorded: Sep 24 2020 33 mins
    Ryan Ross, BrightTALK
    The Investment Management industry has been irreversibly affected by COVID-19. As the fund management, marketing, and talent operations strategies are being re-thought, how have investment management marketers reacted? This webinar will bring together key marketing thought leaders to discuss:

    Content ideas:
    - How ESG implementation is being accelerated into business operations and investment policies
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    - The use and implementation of new technologies
    - Tips for creating marketing content with limited resources
  • Quant funds in sustainable investing: the litmus test Recorded: Sep 10 2020 56 mins
    Andre Breedt, Research Associate, Capital Fund Management
    The corpus of environmental, social, and governance (ESG) literature, and the proliferation of ESG-inspired investment vehicles has increased at an astonishing rate. However, the amount of ESG research related to, and responsible investment (RI) funds reliant on quantitative investment (‘quant’) strategies has done so much more slowly. Some still claim that quants are unable to navigate non-linear market developments – the likes of which ESG integration practices are likely to accelerate – and, that the use of shorting is incompatible with RI.

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    During this session we will cover:

    • Why did RI take longer to become relevant to quant funds?
    • What do we use ESG data for, and what are the remaining challenges?
    • Is the practice of shorting completely compatible with RI? And…
    • …do our short positions have a symmetrical impact to our longs? Moreover…
    • …do our longs have a societal impact, even when they are built with derivatives?
    • Will ESG ever dissolve into business as usual?

    Finally, the session will conclude in discussion about the organisational challenges of ESG integration for a quant fund, from raising awareness and creating buy-in at firm level, to shifting the perception of investors and the investment community about the compatibility of ESG and quantitative investment strategies.

    The session will conclude in asking the simple question: “What are we ultimately trying to achieve: are we acting based on values; considering risk and opportunities; or targeting societal outcomes?”
  • Aligning Your Fund with Today’s ESG Issues Recorded: Sep 10 2020 44 mins
    Scott Klimo CFA ® Chief Investment Officer, Portfolio Manager, Saturna Capital
    In this webinar we will discuss the process of integrating ESG into our equity and fixed income funds starting from the decision to adopt ESG through implementation from both qualitative and quantitative perspectives. Additionally, we will review the specific application of ESG metrics in terms of carbon risk.

    We will cover:

    1. Introduction: Moving from SRI to ESG.
    a. The Amana Funds established as Shariah compliant, placing them in the SRI category.
    b. Similarly, many funds already include ESG elements in their process.
    c. An integrated or siloed approach to ESG?
    d. Which ESG approach? Impact? Activist? Best in class?
    e. Additional steps.

    2. Building a scoring system
    a. What does ESG data look like?
    b. Benchmarking: sectors, industries and countries
    c. Weighting the data
    d. Descriptive or Predictive scoring?
    e. Aggregation and comparison

    3. Incorporating ESG in fixed-income investing
    a. Risk mitigation using an ESG lens
    b. Wholistic investment analysis, where does ESG fit when constructing a bond portfolio?
    c. Importance of ESG considerations on credit, liquidity, and long-term value
    d. Governance and diversity in fixed income

    4. Incorporating Carbon risks into the investment process
    a. Components of carbon risk and potential impact to investments
    b. Data sources, accuracy and availability of relevant information
    c. Looking forward: what disclosure is needed? Where do we go from here?
  • Becoming an ESG-Driven Investment Manager Recorded: Sep 10 2020 60 mins
    Bo Huang, Go Seed Alpha; Natalia Soboleva, Generali; Joseph Lake, The Climate Service & Deepak Bhatt, Ankur Capital
    "Client-demand is often a driving force behind the development investment managers' ESG portfolios. In some organizations, ESG is front and center. Still, some ESG teams are often siloed and don't have a strong voice on the investment committee. How can this isolation be overcome?
    Join this panel to hear:
    - Why being an ESG-first organization matters
    - How leading firms have shifted to being ESG-first
    - What ESG teams of all sizes can do to become strategic players in a firm’s investment process
    - How to use data to make the case for ESG "
  • Social value as a driver of change: time to explore 'S' of ESG Recorded: Sep 10 2020 35 mins
    Dr. Eime Tobari, Social Value Strategist / Director, COCREATIF Limited
    ESG, responsible/impact investing and shared value approach are on the rise. This is partly driven by the increased awareness of Climate Change and material financial risks associated with it in the investment world. Whilst this movement certainly started to create a flow of financial capital into businesses addressing environmental sustainability issues, some are criticised for so-called ‘green washing’ – using ESG reporting to gain traction but not making real contributions. In the meantime, some investors are beginning to extend their attentions to broader social issues such as wellbeing, equality and poverty.

    In the real estate market, these trends have only started to emerge and the potential of such approaches for the industry, especially beyond the environmental aspect, is yet to be explored. The benefit of values-driven, purpose-driven approaches to the overall business performance is already widely known. The challenge facing the industry now is how to make sure well-intended investment results in actual contributions to social, economic and environmental sustainability.

    In this webinar with Social Value Strategist Dr. Eime Tobari, Director of COCREATIF Limited, participants will learn:

    · How to identify untapped opportunities to enhance the overall performance of real estate and infrastructure investment
    · How to operationalise effectively unlocking of such opportunities
    · How to make sure wider benefits for the business performance are achieved
  • Country ESG Analysis and Integration in Sovereign Debt Recorded: Sep 10 2020 49 mins
    Max Schieler, Executive Director - Senior SI Country Analyst, RobecoSAM
    Probably more than any other crisis in recent history the outbreak and rapid spread of the coronavirus pandemic has cast a glaring light on the intricate interdependencies and weaknesses between natural, human, social, political and economic systems in today’s globalized world. But already before public attention was grabbed by the health risks of a highly infectious disease, the global risk landscape has increasingly become dominated by ESG issues with environmental concerns like climate change taking center stage.

    COVID-19 also comes as an abrupt reminder that in today’s closely interlinked world, a decent analysis of ESG factors is imperative for a comprehensive assessment of a country’s underlying vulnerability and resilience. The swift and damaging toll of the pandemic has demonstrated the value of favorable health and living conditions for maintaining social, political, and economic stability within a country. It has also become obvious that good governance and well-functioning institutions play an important role in a country’s capacity to cope with such crisis, mitigate socio-political disturbance and reduce economic fallout. Hence, an extensive analysis of a country’s ESG characteristics is needed more than ever to allow investors to detect a country’s true risk-reward pattern.

    In this session we will cover:

    - Why it is important to consider ESG factors in country risk analysis
    - How a country’s ESG profile is linked with sovereign ratings, CDS spreads and SDGs
    - How a country’s ESG characteristics can be integrated into Fixed Income

    Participants will get an insight in Robeco/RobecoSAM’s approach for country ESG analysis, how it is being applied in practice and its integration into the investment process.
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  • Title: What is Blogging?
  • Live at: Aug 12 2011 12:00 pm
  • Presented by: Richard Bishop, Owner, IFA Blogger & IFA, Premier Practice Ltd
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