Name: Defaqto Fund Reviews – beyond the quantitative data
Start: 2019-09-11T10:00:00Z
End: 2019-09-11T10:27:00.000Z
Location: BrightTALK
Rating: 0

View the latest videos, webcasts, news and presentations from Panacea Adviser and partners.

This area provides free thought provoking webcasts to support and educate Advisers and includes general industry webcasts and those that can help advisers with their day-to-day business.

The schedule of programmes is updated on a regular basis so keep coming back to stay in touch.

We believe that income-seeking investors shouldn’t have to compromise their sustainability preferences in their search for dividends.
The world faces ever-growing challenges which come from living on a planet with growing populations and depleting natural resources. Companies addressing sustainability megatrends face an outlook of structural growth and can generate attractive and growing cashflows, which are supportive of dividend payments. Meaning that sustainability and income generation can go hand in hand.
In this webinar, Portfolio Manager Nick Henderson will introduce the newest fund to launch within our successful Global ESG Equity franchise, the CT Sustainable Global Equity Income Fund. Nick will outline why he believes that focusing on sustainability leaders is the best way to achieve an attractive and resilient income in the years to come as well as offering investors a differentiated style dynamic relative to many ESG equity funds.

CT Sustainable Global Equity Income: resilient income from sustainable leaders

Consumer duty is about delivering good outcomes for clients, and that's great.  But this is a minimum standard to be met by all practitioners and firms. 

So, what will make you stand out?

In this powerful and informative webinar you will discover:

1. Creating value begins with how you see yourself and what you can do for your clients
2. The three levels of value creation and why two of them are under threat
3. What are you really selling (most advisers do not understand this and it’s really important)?
4. How to raise the quality and impact of every client meeting

This timely webinar will show you how to consistently deliver exceptional value for your clients beyond transactional advice.

Book your place now to avoid missing out.

We hope to see you there.

The hidden key to creating exceptional client value - every time!

We take a look back at eventful quarter for economies and financial markets.  Is inflation on the way down, do central banks need to raise rates much further and has a recession been avoided?  We'll cover these topics as well as the performance and positioning of our CT MM Navigator and CT MM Lifestyle ranges.

CT Multi-Manager Q1 2023 review

The US Federal Reserve started hiking interest rates a year ago this month and this has coincided with the biggest US bank failure since the Global Financial Crisis. Steven Bell our Chief Economist discusses the likely impact and considers the implications for financial markets in the US, Europe and UK.

Are we heading for a financial crisis?

Ever wondered what UK investors value most when it comes to financial advice?

Panacea’s next webinar, run by AdvisorStream, will take an informative look at the key findings from a recent study on what UK investors want from their financial advisers.

The session will also showcase how investors measure adviser value, financial education and communication.

Learning outcomes:
• Learn how different generations perceive and value financial advice. 
• Appreciate how investors engage with financial information.
• Understand the key reasons why investors choose an Adviser.
• Explore insights that dispel misconceptions on client engagement. 
• Discover new ways Advisers can demonstrate value to clients.

This fascinating webinar will provide a deeper understanding of investor perceptions and will be of interest to all financial advisers looking to grow their business and develop their customer base.

Understanding what UK investors value most when it comes to financial advice

Inflation is falling from giddy heights in the developed world. The European economic outlook is less gloomy - even in the U.K. - and the US economy remains strong. Does this mean we have beaten inflation and avoided recession? Our Chief Economist, Steven Bell, will examine the issues and implications for financial markets.

Are we heading for a soft landing?

2022 was a challenging year for both total return and traditional 60-40 funds. Pyrford’s strategy held up well and again proved resilient. Once more we saw the importance of valuations compared to correlations, which tend to be unreliable over time. Daniel will provide an overview of Pyrford's investment approach; what worked in 2022 and how they are positioned for 2023.

Quality + Value = Resilience

To say that times are uncertain feels like an understatement.  The last 2 years have been a period of significant turmoil.   In addition to the aftermath of the pandemic, we now have Inflation at the highest levels of 50 years!! And with the FCA confirming its plans regarding Consumer Duty, we have more change within financial planning around the corner.
 
With all this news, coupled with every day business challenges with our staff, with the cost of regulation, managing our client relationships, this can mentally take its toll!!  This can lead to daily pressure and stress, and the solution can often be to work even harder to address these challenges.  However, this hard work can come at a cost, and it can feel at times like we are going around in circles.  
 
We can start to question whether it is possible to grow our businesses during these uncertain times, and you may even be wondering whether it is worth it at all.  During this forthcoming webinar ex Chartered Financial Planner and Accredited Coach Tony Fields (The Katalyst Coach), will introduce how you can develop a bullet proof mindset during uncertain times. 
 
During this 45 min webinar you will;

Step 1 – Discover exactly what has been holding you back all these years, and learn to implement new productive habits, to help you accelerate your business growth

Step 2 – Learn how you can view every situation as a positive one.  Yes, EVERY situation in your financial planning business

Step 3 – Transform your current way of thinking to ensure you focus on the outcomes you want

See below some feedback from some of Tony’s recent events

- “A really positive, empowering webinar”
- “Good clear speaker with lots of useful ideas to get started”
- “Really interesting and highly practical session” 
- “Tony's presentation was very good. The information was very interesting and I will definitely take on board what he said”
- “Very eloquent and easy to understand. Enthusiastic about the subject”

Growing your Financial Planning business in uncertain times

Join us for an overview of the strategy’s performance and positioning during Q4 2022. The investment team also share their perspectives on the year ahead as we approach the landmark 25 year anniversary since the strategy’s inception.

CT Responsible Global Equity Q1 2023

Global Market Outlook for 2023.
Recession and inflation risks dominate the macro background. Steven Bell, Chief Economist, EMEA will give his assessment of the outlook and the implications for financial markets in the year ahead.

Opening Bell 2023

Join Rob Burdett and Anthony Willis for the first Multi-Manager webinar of the New Year as they review the broad market performances throughout 2022 and most importantly look forward to the key events, challenges and outlook for 2023.

CT Multi-Manager People: Review and outlook for 2023

Would you like to instantly improve any client relationship?

Join John Dashfield from Client-Centred Advisers as he takes a powerful and informative look at how to instantly improve any client relationship. 

The quality of your questions is right at the core of the value you create for your clients. Therefore, your questions are directly linked to your prosperity and success!

During this webinar you will learn:

- Why your very first question sets the direction and tone of your conversations
- How to use questions to deeply engage your clients and discover what they really want
- Why questions are at the heart of building the three essentials of any client relationship - trust, rapport, and credibility
- How questions set you apart from your competition and uncover opportunities
- A simple yet powerful 4 question discovery process

Don’t miss out on a learning how asking the right questions can improve the value of your advice.

Book your space today.

The amazing power of questions

Join us to learn how IEP Apex – a new type of BR service with no-cost IHT cover – can help you improve outcomes for your clients and their beneficiaries.
 
In the session, we’ll look at practical examples of how recommending IEP Apex for your clients can reduce uncertainty and maximise the wealth they pass on to their beneficiaries.  And we’ll look at how these positive client outcomes can ultimately help you build relationships and contribute to retaining intergenerational business.

Introducing IEP Apex: A new type of BR service with no-cost IHT cover

The world is changing, and the investment industry is no exception. 

Over recent years, we have witnessed a rapidly growing green finance sphere, whereby capital is being deployed to address some of the world’s most pressing social and environmental challenges. As such, the Responsible Investment (RI) landscape continues to evolve, from the regulatory requirements to the various approaches adopted across the market. 

In this short virtual session, in partnership with Panacea Adviser, Square Mile outline the evolution of RI, identifying the key trends and drivers, before exploring what this means in practice for you, your business and your clients.

Responsible Investment: Drivers, trends and practicalities

Central banks including the Bank of England and US Federal Reserve are raising rates and reducing bond purchases in an effort to control inflation. What are the implications for UK investors? Please join Richard Buxton, head of UK Alpha Strategy, for a webcast on March 24 at 10am. Richard will discuss the central banks’ hawkish shift, whether they have got the timing right and what it means for investors. He will also cover Jupiter UK Alpha Fund positioning and performance and answer questions from listeners.

Webcast: Getting ready for tightening

We are delighted our Global Impact Credit Fund launched in December last year.

Managed by Matt Lawton, the Global Impact Credit Fund focuses on delivering positive and measurable impact, alongside the prospect of generating returns. Our impact pillars align to the UN Sustainable Development Goals (UNSDGs), a globally recognised framework designed to end poverty, protect the planet, and ensure prosperity.

Unlike most competitors, we go beyond green bonds as we look to a broad opportunity set spanning the corporate and credit universe, identifying impact-aligned issuers.
To find out more please join our introductory webinar with Portfolio Manager Matt Lawton on 22 February at 3pm. You will also be able to pose your questions to Matt.

Global Impact Credit - going beyond green bonds

Did you know that many Advisory businesses are sitting on an untapped source of business revenue - hidden away in their data?

Businesses are often paying more to store their data, than they are deriving value from it! 

Our next webinar, presented by Helen Tanner, founder of Data3 will explain more about the value of data and explain:

- How to tap into a new source of revenue and profit from data you already have within your business 

- How best to use the data you have to enhance your proposition

- Some quick, easy steps to enable you to monetise data in a legal, compliant and customer-friendly way.

Helen Tanner is the founder of Data3 – the award-winning data lab that helps businesses to make & save more money using data they already have. Helen is a data fanatic and spent 8 years at AXA Wealth and 4 years at Computershare, before setting up Data3 in 2017.

Are you sitting on a data goldmine in your business?

We are very pleased our China Evolution Equity Strategy is now available to you via an OEIC vehicle, which launched in December.

In contrast to most Asian and Chinese funds, Portfolio Manager Wenli Zheng looks beyond the top 100 largest China stocks by market cap to identify mispriced assets. He focuses on the domestic A-share market in particular, which remains highly inefficient due to its retail-driven investor base. 

With the case for standalone China allocations growing-ever stronger, we believe this is a genuinely differentiated proposition.

Join Portfolio Manager Wenli Zheng and Portfolio Specialist Rob Secker on 8th February at 10am to find out how they go beyond the obvious to find tomorrow's winners.

China Unexplored

Join us to learn more about the latest Defaqto Engage feature in the fund research arena – Fund Reviews – and how they can help you to provide suitable advice and achieve better client outcomes.

Defaqto Fund Reviews – beyond the quantitative data

Fund Manager

Financial Marketing

Multi Asset

Fund analytics

Qualitative research

Financial Markets

Financial advisor

Investment Management

Investment Strategy

Financial Services Marketing

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

Get powerful financial planning and analytics insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge and drive optimal financial performance for your company.

Financial Planning and Analysis

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.

Defaqto Fund Reviews – beyond the quantitative data

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