Name: Managing Multi Asset Portfolios in Uncertain Times
Start: 2016-02-24T09:00:00Z
End: 2016-02-24T09:00:30.000Z
Location: BrightTALK
Rating: 4.5

The FCA and PRA and confirmed that they will be extending SMCR from the current scope, which is limited to just deposit taking entities, to the remainder of the financial services industry. The extension of the regime will go live in 2018 for insurers and 2019 for all other firms. 

BCS Consulting have supported many banks through their implementation from which they have learnt key lessons about the challenges, unintended regulatory consequences and most effective solutions. 

BCS will share their lessons learnt and explain how they have designed highly effective SMCR solutions to save firms significant time and money, ensuring they achieve and maintain compliance with the rules.

Senior Managers & Certification Regime (SMCR): Lessons learnt from Banking

Join this panel debate where the speakers will cover:
-Market outlook
-Evolution of asset allocation
-Risk-taking strategies for the current environment
-2018 predictions
-Challenges and opportunities

Multi-Asset Funds: Risk-taking strategies for the current environment

Emerging Market Debt: Strengthening fundamentals, an improved geopolitical outlook and attractive valuations 

On 13 July 2017, join us to listen to Salman Ahmed’s insights on what makes emerging market debt attractive and why he favours local versus hard currencies. Salman will also explain why investors should rethink implementation when it comes to this asset class. 

Don’t miss the opportunity to have your questions answered in this live presentation.

Emerging market debt - why now is the right time?

The sustained low interest rate environment has led to a search for dividend income stocks. Kevin Soyer, senior analyst at IHS Markit Dividend Forecasting, will highlight
-          Yield opportunities across regions and countries around the world.
-          Which countries and sectors are expected to deliver growth in the future?
-          What are the key drivers for forecasting a dividend?
-          How can investors get an exposure to dividends?

Where do the dividend opportunities lie?

Technology doesn’t just make investing more convenient and accessible but fundamentally better as well. 

Learn how to use technology to move beyond the world defined by modern portfolio theory and how to use data and empirical evidence to construct risk-targeted portfolios for the modern world.

ETFs and portfolio management in a robo world

Learn how you can attain greater control, efficiency and insight from fee management in a heavily regulated environment by joining a webcast organized by KPMG and Oracle for fund management executives.
The webcast will address key challenges in the fee management lifecycle:
• Reducing processing inefficiency, 
• Providing transparency to customers and regulators, 
• Controlling revenue streams
• Producing meaningful MI to stakeholders.

Achieving greater value from fee management for fund managers

Psigma’s Head of Investment Strategy Rory Mcpherson will be discussing the current market environment and considering what this means for economies and investors alike. In particular, he will address:

·         The state of the global economy: what are the challenges and where are the opportunities
·         What are policy makers doing / what are they likely to do
·         How healthy is the investment opportunity set?
o   What are valuations like?
o   What are earnings like?
·         How bullish / bearish are investors and is now the time to be buying?
·         How do we at Psigma believe one should be positioned in this market
·         To finish with closing comments and questions

Managing Multi-Asset Portfolios in Uncertain Times

Value investing outperforms in emerging markets is the foundation of Eastspring’s investment philosophy. Sam Bentley, Client Portfolio Manager, will introduce you to capturing this value opportunity in emerging markets over time. He will describe Eastspring’s team structure and process, which have been designed to exploit the enduring opportunity created by behavioural biases hard-wired into individuals’ investment decisions.  

Together with an introduction to our GEM Dynamic Fund, Sam will explain our focused, best ideas strategy targeting those names with significant valuation signals and potential capital growth. You will see how our approach has performed and how it differs to our GEM peers. Sam will discuss how the strategy is positioned to take advantage of the huge valuation anomalies we still find today in GEM equities.

Capturing the Value Opportunity in Emerging Markets

Political turbulences – it’s enough to mention US election and Brexit referendum – only added to the list of factors significantly affecting global asset allocation strategies in 2016, particularly in Europe and North America. Looking forward, how can wealth managers adjust their HNW clients’ portfolios in 2017 to make sure that they are not encouraged to try alternative investment managers? 

This webinar sheds light into what is and will be driving investment choices in the European and American HNW space now and in 2017.

HNW Asset Allocation trends: Europe and Americas

Diverging economic trends across the globe, and increased market volatility have resulted in significant differences when it comes to high net worth (HNW) investors’ asset allocation strategies.  

This webinar sheds light into what’s driving investment choices in the HNW space now and as we go further into 2017.

HNW Asset Allocation Trends in Asia Pacific

Join us to learn about how companies can provide effective ESG reporting and investors can use this information for investment decisions. Hear from organisations including the UN PRI, Aviva, Unilever and CCLA Investment Management.
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Agenda:
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09:00 Welcome & role of LSEG in enabling issuer-investor communication
09:15 Sustainable Stock Exchanges: Market need for ESG Guidance
09:35 Launch of LSEG Guidance 
09:55 Investor panel: Challenges, Expectations and Approaches
10:40 Issuer panel: Challenges, Perspectives and Opportunities
11:25 Closing remarks

View the full agenda and speaker information: http://www.lseg.com/events/guidance-esg-reporting-investors

Your Guide to ESG Reporting

How are ETFs used to construct portfolios and deliver goal-based investing solutions? How do data and artificial intelligence help to understand investor behaviour, manage compliance risk, and deliver personalised content?

All this and more will be covered by Anthony Christodoulou, founder of Robo-Investing Europe, an event which features the top thought leaders in digital wealth management and investment solutions.

Trends and Insights in Asset Management and Banking: Let's get digital

Join this presentation where Rory will discuss valuations and business cycles across core asset classes and future returns these imply. 

Discussion points will include:
·        Quick re-cap on 2016: what’s changed and what does this imply for core asset classes
·        What are the big themes for next year?
·        What is the “right” portfolio mix for next year?
o   What are valuations like
o   What are the risks
o   Where are the best opportunities

Market Outlook and Portfolio Positioning: Dealing with an uncertain world

How does a fixed income investor survive and thrive in a zero interest rate world? Rob Vanden Assem and Jonathan Davis from the PineBridge Developed Markets Fixed Income team present an interactive exploration into today’s shifting fixed income markets. Where are the opportunities now, and how can investors position their portfolios to benefit whilst avoiding undue risk. Join them as they reveal their prognosis for the future of fixed income.

Today & Tomorrow – What’s The Prognosis for Fixed Income

Technology is streamlining banking process and changing relationships so much that traditional infrastructures and ways of making money are increasingly challenged across retail, corporate/commercial and institutional banking.
 
Join this session where our panel of experts will discuss:
-What effect is new regulation having on the traditional financial services and new players?
- Can big banks become API businesses and remain profitable?
-What do ‘sharing economies’ look like for financial services?

What does Banking as a Business look like in the future?

Data visualisation is a discipline that uses graphs and charts to easily communicate large chunks of data into easily digestible formats. 

When it comes to personal finance, data visualization has been used to create useful dashboards where users can keep track of their spending, income, and budgeting. 

Join this session where we will discuss:

-Why is data visualization so useful when it comes to personal finance?
-What are the best data viz tools/apps for personal finance?
-What are customers missing from banks that personal finance fintechs are able to provide?
-What are the best practice tips for using dashboards and apps to improve personal finance?
-What are some common mistakes people make when managing their personal finances?
-What are some common misconceptions of data visualization?

Data Visualization: Best Practice Tips for Improving Personal Finance

In this session Rory McPherson will discuss the changing landscape of Multi Asset Investing and whether we still expect it to be a key driver of returns in a post Brexit world. He will review where the returns have come from and focus on what future returns might look like and where they’ll be found.
 
We look forward to you joining our call on 13th September with Rory McPherson, Head of Investment Strategy, Psigma Investment Management.

Why Multi Asset Matters

Six veteran investors explain how they cut through the clutter of sensationalism and pseudo-analysis that litter the landscape of today's financial journalism. The webinar is accompanied by a 30-page slide deck with embedded links. The content is based on an article published by the CFA Institute in July of 2016, and the authors will discuss and debate their approaches.

How to Read Financial News More Effectively: Tips from Six Investors

Quarterly Multi Asset Webinar

Are markets telling us something? Making sense of stomach churning price action.

Multi-Asset

Join this webinar to hear: 

·        Psigma’s views on financial markets
·        How we believe a traditional approach to asset allocation no longer works
·        How we look to be dynamic in our asset allocation
·        What a modern balanced portfolio looks like

Managing Multi Asset Portfolios in Uncertain Times

multi asset

investment management

portfolio

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

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.

Managing Multi Asset Portfolios in Uncertain Times

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