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The client review process: efficient, effective, engaging

During their session, Dynamic Planner will cover how they can help advisers manage their clients remotely and into the future.

It will cover:

- Accurately risk profile your clients, encompassing their attitude to risk, investor experience and their capacity for loss
- Match your clients with suitable investment portfolios, selecting from more than 1,400+ solutions, risk profiled each quarter for ongoing suitability
- Quickly and accurately revisit a client’s and their portfolio’s risk profile during times of extreme market volatility
- Improve your clients’ understanding of how their money is invested – and also demonstrate your firm’s value - with high quality, clear reporting
- Make annual client review process more efficient – and increase number of clients firm can serve
- Adopt a consistent and repeatable client review process, from a regulatory perspective
- Easily screen share reports and analysis from Dynamic Planner during remote client meetings, in tandem with a popular platform like Zoom
Recorded May 14 2020 46 mins
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Presented by
Panacea Adviser & Tich Nhau, Business Development Consultant & Glenn Bryant, Marketing, Dynamic Planner
Presentation preview: The client review process: efficient, effective, engaging
  • Channel
  • Channel profile
  • 2020 Overview of Cannabis and the Hemp Capital Markets Jan 19 2021 11:00 am UTC 31 mins
    Scott Greiper, President, Viridian Capital Advisors
    The cannabis industry has had a “rollercoaster-like” year in 2020. Despite the continued growth of the industry on a global basis (2019 cannabis industry revenues were up 50% over 2018), the capital markets for cannabis in North America experienced its first major correction beginning in the second quarter of 2019 and continuing into the first quarter of 2020. As public company stock prices fell, capital raises and M&A transactions declined.

    However, as COVID-19 began to seriously impact the U.S. in March 2020, the declaration from most governors of legal states that cannabis was an essential service led to record levels of consumption and improved financial performance by public and private cannabis companies. This, in combination with 7 new states legalizing medical and/or adult-use cannabis in November 2020, has pushed stock prices up and led to higher levels of investment and M&A activity.

    This session will take a deep dive behind the recover in the cannabis capital markets, highlighting where investors are placing capital and where acquirers are targeting their acquisition activities.
  • The Great Income Hunt Jan 19 2021 9:00 am UTC 60 mins
    James Lynch, Fund Manager of the VT Downing Monthly Income Fund at Downing LLP
    James Lynch, Fund Manager of the VT Downing Monthly Income Fund will outline the keys challenges currently facing investors seeking income in today’s market. He will reveal the Monthly Income Funds’ proposition to help tackle these issues and provide insight into where the opportunities lie.

    What you will learn
    • The key issues facing the equity income market today
    • How the VT Downing Monthly Income Fund is tackling these issues
    • Where the opportunities lie
    • About Downing Fund Managers and the specialist equity income fund
  • Recording: The Great Income Hunt Jan 18 2021 2:00 pm UTC 60 mins
    James Lynch, Fund Manager of the VT Downing Monthly Income Fund at Downing LLP
    James Lynch, Fund Manager of the VT Downing Monthly Income Fund will outline the keys challenges currently facing investors seeking income in today’s market. He will reveal the Monthly Income Funds’ proposition to help tackle these issues and provide insight into where the opportunities lie.

    What you will learn
    • The key issues facing the equity income market today
    • How the VT Downing Monthly Income Fund is tackling these issues
    • Where the opportunities lie
    • About Downing Fund Managers and the specialist equity income fund
  • Ask the Expert: Ric Edelman, RIA Digital Assets Council Recorded: Dec 30 2020 23 mins
    Ric Edelman, Founder, Edelman Financial Engines & RIA Digital Assets Council
    Ask the Expert: Ric Edelman, RIA Digital Assets Council
  • EP 73: Climate Risk Is a Present and Future Business Critical Issue Recorded: Dec 10 2020 29 mins
    Joseph Lake, Chief Operating Officer at The Climate Service (TCS)
    Lake describes Climate Risk as the largest idiosyncratic risk in the world left unmeasured by asset managers and companies. Investors can capture climate change opportunities not yet priced into company data by the markets.
    The Forrester New Wave: Climate Risk Analytics, Q3 2020 ranks The Climate Service among the eight providers that matter most and how they stack up. Link to details at the Attachments tab of this podcast.
  • Sustainable and Impact Investing: Financing Our Future Recorded: Dec 10 2020 62 mins
    Erika Karp, Founder & CEO & Katherine Pease, CIS, Cornerstone Capital Group; Craig Metrick, CAIA, CIO
    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
  • New Ideas for A New World:  3 Investments worth a look in 2021 Recorded: Dec 10 2020 40 mins
    Panel of Experts
    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?
  • EU policy and regulations for ‘switching’ the financial system to sustainability Recorded: Dec 10 2020 39 mins
    Anita Rahova, Project Portfolio Officer, Agrinatura EEIG
    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.
  • The future shape of clean water: How technology can avert a water crisis Recorded: Dec 10 2020 40 mins
    Aude Martin, ETF Investment Specialist, Legal & General Investment Management
    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
  • Money Mindset. The Three Laws of Money Accumulation Recorded: Dec 10 2020 59 mins
    Neil Doig, Director of Money Tipps
    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.
    Sign up today
  • Emerging Themes and Great Places to Invest for 2021 Recorded: Dec 9 2020 59 mins
    Dr. Paul Wendee
    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
  • 2020 Overview of Cannabis and the Hemp Capital Markets Recorded: Dec 9 2020 32 mins
    Scott Greiper, President, Viridian Capital Advisors
    The cannabis industry has had a “rollercoaster-like” year in 2020. Despite the continued growth of the industry on a global basis (2019 cannabis industry revenues were up 50% over 2018), the capital markets for cannabis in North America experienced its first major correction beginning in the second quarter of 2019 and continuing into the first quarter of 2020. As public company stock prices fell, capital raises and M&A transactions declined.

    However, as COVID-19 began to seriously impact the U.S. in March 2020, the declaration from most governors of legal states that cannabis was an essential service led to record levels of consumption and improved financial performance by public and private cannabis companies. This, in combination with 7 new states legalizing medical and/or adult-use cannabis in November 2020, has pushed stock prices up and led to higher levels of investment and M&A activity.

    This session will take a deep dive behind the recover in the cannabis capital markets, highlighting where investors are placing capital and where acquirers are targeting their acquisition activities.
  • Rethinking Multi-asset portfolio strategies to capture velocity changes Recorded: Dec 9 2020 36 mins
    Aymeric KALIFE, CEO, iDigital Partners & adjunct Professor at Paris Dauphine University
    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”).
  • Active Investing via Passive ETFs Recorded: Dec 9 2020 43 mins
    John Leiper, Head of Portfolio Management, Tavistock
    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.
  • Outook for Distressed Debt: The 30,000 Foot View Recorded: Dec 9 2020 29 mins
    TJ Osterman
    Outook for Distressed Debt: The 30,000 Foot View
  • EP74: Enviva’s Sustainable Wood Pellets: A Low-Carbon, Renewable Solution Recorded: Nov 20 2020 33 mins
    John Keppler, Chairman & CEO of Enviva LP
    Keppler explains how 3.5 million metric tons of sustainable wood pellets allow heat generators and power producers to reduce their carbon footprint by up to 85% on a lifecycle basis and help meet their renewable energy generation goals. Enviva has generated an annualized total return to unitholders of about 24% since its initial public offering in 2015 and just this week reaffirmed its full-year distribution guidance in a COVID-19 environment.
    Enviva's first ever Corporate Sustainability Report is available at the Attachments tab of this podcast - Displace Coal; Grow More Trees; Fight Climate Change
  • EP 87: Schroders' ESG Funds Are Outperforming the Competition Recorded: Nov 19 2020 24 mins
    Katherine Davidson, Portfolio Manager/Global Sector Specialist at Schroders
    Davidson explains how those corporations with good customer relationships and more sustainable corporate cultures pre-pandemic are more resilient during the pandemic, starting at the Board level and including a strong investment in their employees.
    Schroders Global Sustainable Growth Fund details are linked at the Attachments tab of this podcast program.
  • EP 73: Climate Risk Is a Present and Future Business Critical Issue Recorded: Nov 18 2020 29 mins
    Joseph Lake, Chief Operating Officer at The Climate Service (TCS)
    Lake describes Climate Risk as the largest idiosyncratic risk in the world left unmeasured by asset managers and companies. Investors can capture climate change opportunities not yet priced into company data by the markets.
    The Forrester New Wave: Climate Risk Analytics, Q3 2020 ranks The Climate Service among the eight providers that matter most and how they stack up. Link to details at the Attachments tab of this podcast.
  • EP 85: Next Gen Advisor Steers a Resilient Course During the Pandemic Recorded: Nov 17 2020 31 mins
    Noel Pacarro Brown, CIMA, CPWA, The Conscious Wealth Management Group & First Vice President at Morgan Stanley
    A Forbes Top Next-Gen Wealth Advisor and 2nd generation Managing Partner in the practice founded by her mother, Brown works with institutions, family offices, and high net worth individuals. As co-chair of the Consulting Group Advisory Council at Morgan Stanley, Brown regularly speaks and writes about practice management for financial advisors. We also talked about the protocol they use to address any kind of market or economic crisis, which has been especially successful during the current investor panic around COVID-19.
  • Q&A Recording: The Subsidiaries Concept Recorded: Nov 3 2020 15 mins
    Marc Girault, Portfolio Manager, HMG Finance
    Marc Girault, Portfolio Manager, HMG Finance
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  • Title: The client review process: efficient, effective, engaging
  • Live at: May 14 2020 1:00 pm
  • Presented by: Panacea Adviser & Tich Nhau, Business Development Consultant & Glenn Bryant, Marketing, Dynamic Planner
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