Name: TAM Through The Lens - ISA season 2019
Start: 2019-02-25T22:35:00Z
End: 2019-02-25T22:35:03.000Z
Location: BrightTALK
Rating: 0

TAM's webinars are hosted by our Investment Management Team and members of our internal Investment Committee with the aim of providing you with valuable insight into world markets, investment and portfolio strategies.

***For investment professionals only***

Lester and James will be telling us about the TAM Liquidity Plus model portfolio - our cash alternative product returning net 5% per annum*, designed to combat rising interest rates and prevent clients from simply running to the bank. 

With UK interest rates now at 5.25%, there is no better time to take advantage of cash. Rather than leaving it in standard bank accounts, which rarely deliver the official Bank of England base rate, TAM has launched a money market portfolio that is already returning net 5% per annum.* James and Lester will look at the construction of the portfolio, and uncover how they have achieved such a low-cost, low-risk alternative to a standard bank account. 

You will also have the opportunity to ask our presenters your burning questions in a dedicated Q&A session at the end of the presentation. 

*Rates will vary depending on money market and other cash rates.

TAM Liquidity Plus: A model portfolio to beat the banks

TAM UK CIO James Penny will look back at the year that was 2021 and take stock of what lessons were learnt from an investment management standpoint and how they may shape the year to come. He will look in depth at inflation, the two camps of thinking – transitory and permanent – and outline the very different implications each would have on the direction of stock markets.

We will also take a look at each of the TAM strategies and answer your questions in our live Q&A session after the presentation.

2021 - Team Transitory vs Team Permanent

With a new school year started and Q4 just around the corner, we are taking this opportunity to answer any and all questions you may have. Whether market related or TAM specific, if it matters to you and your clients we will endeavour to answer it.

Questions can either be sent in during the presentation, or ahead of time via the following email address; info@tamassetmanagement.com

TAM Talks - Ask Us Anything (AUA)

TAM Talks is back with a new instalment where we'll be joined by leading financial information provider, Defaqto.

Defaqto will kick off proceedings with a high level market overview, followed by a discussion with our investment team surrounding the ever-evolving universe of ethical investments. We will be looking at Value vs Growth and why TAM are playing the long game when it comes to ESG. We will also cover the very real issues of greenwashing, and newly coined 'riskwashing'.

TAM Talks is designed to be interactive so viewers will have the opportunity to send in their burning questions throughout the presentation, which will be answered in a dedicated Q&A session.

TAM and Defaqto Present: ESG - Greenwashing and Riskwashing

ESG Investing Explained - The Future of ESG Investing

Episode 4 - How Can You Make Money From ESG?

ESG Investing Explained - How Can You Make Money From ESG?

ESG Investing Explained - ESG as a Diversifier

ESG Investing Explained - Busting the Myths

ESG Investing Explained - Terminology & Definitions

TAM CIO James Penny will talk through the nuances of the Sharia finance market, including the challenges and opportunities faced by investors.

James will also focus on how he and his team construct the TAM Sharia MPS range across the risk spectrum, and how we envisage this sector moving forwards.

Masterclass: Sharia Investments

TAM CIO James Penny will look back at the year that was 2020, as well as discuss potential opportunities that may lie ahead in 2021 from an investment standpoint. 

We will also discuss distribution, and how we are working to make our portfolios more accessible to the intermediary market.

2020 Hindsight & Tomorrow's Outlook

On the 31st January 2020, following repeated delays amid a period of deadlock and turmoil in the British parliament, the UK finally left the EU. No sooner had negotiations begun on the post-Brexit relationship, the coronavirus pandemic effectively halted proceedings.

Under the terms of the divorce agreement, a decision must be made on any prolongation by the end of this month, but the UK has ruled out an extension period to give more time for negotiation, despite the fact that the full effect of the global health and economic crisis in the coming months remains to be seen.

Our Chief Investment Officer James Penny will be discussing this and many other factors in our upcoming webinar on Tuesday 16th June at 11.00am BST. Tune in to find out what James has to say, ask your burning questions and vote on future topics.

What About Brexit?

This webcast will feature a special macro update from our CEO Lester Petch, followed by an overview on Alternative Assets from Investment Manager Stephanie Sotiriou. 

How have the markets been reacting within this current climate? How do we expect things to unfold moving forward? How do we utilise alternatives within our portfolios to add diversification and generate superior returns? Tune in to find out.

Diversifying with Alternatives?

TAM's CIO James Penny talks through the current ESG landscape, as well as how this area will evolve in the future.

This is intended to be an interactive presentation with the content being steered by our audience, so please send over any questions you would like put to James throughout the presentation, and vote for which topics you would like to be discussed in greater detail.

The end of ESG as we know it?

TAM's CIO James Penny talks through the perils to retail investors of trying to time financial markets, especially in the current setting. He will also discuss the approach that TAM has employed in order to best protect client assets, and what our outlook is for the coming months.
 
This is intended to be an interactive presentation with the content being steered by our audience, so please send over any questions you would like put to James throughout the presentation, and vote for which topics you would like to be discussed in greater detail.

It's not about timing the market, but time IN the market

In this episode Lester Petch (CEO) & James Penny (CIO) discuss the year that was 2019 and look forward to the opportunities ahead in 2020

TAM Through The Lens - 2019 round up and 2020 outlook

In this episode, TAM CEO Lester Petch, and CIO James Penny discuss the opportunity set for ethical investments moving forward

TAM Through The Lens - An ethical investing special

A brief video explaining what TAM is and how we approach investment management.

Meet TAM

In this episode, TAM CIO James Penny discuss volatility and long term returns

TAM Through The Lens - ISA season 2019

Ethical Investments

Ethics

Impact Investing

Model Portfolios

Sharia Investments

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

TAM Through The Lens - ISA season 2019

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