Name: TAM and Defaqto Present: ESG - Greenwashing and Riskwashing
Start: 2021-06-08T09:00:00Z
End: 2021-06-08T09:00:43.000Z
Location: BrightTALK
Rating: 4.4

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.

TAM CIO James Penny will dive under the hood of our brand-new range of income-focused models, currently targeting yields of 5% per annum*. James will review the benefits of the income investment strategy, and take a detailed look at the portfolio performance and positioning.

As ever, you will have the opportunity to ask your questions in our dedicated Q&A session at the end of the presentation. 

We look forward to seeing you there. 

*Yields will vary between model, and depending on interest rates and market conditions.

Introducing TAM Income: A model portfolio solution for income-oriented investors

***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)

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

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 Investments

Model Portfolios

Risk

Risk Management

Risk Washing

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 and Defaqto Present: ESG - Greenwashing and Riskwashing

Presented by

About this talk

More from this channel