Name: Managing Portfolio Change: Understanding the benefits of a transition manager
Start: 2023-05-24T14:00:00Z
End: 2023-05-24T14:01:00.000Z
Location: BrightTALK
Rating: 4.8

Welcome to the Funds Europe webinar channel, a place for senior institutional investors, fund selectors, fund buyers, asset servicing professionals and fund distributors. Here you will find the latest thought leadership from global experts on institutional and retail markets, traditional and alternative investments, front and back office.

Ahead of the leading private markets event - IPEM Cannes 2024 (which takes place January 23-25) - join Funds Europe as we speak with William "Billy" Charlton, PhD, global head of data analytics and research at Mercer Investment Consulting, and Antoine Colson, CEO & Managing Partner of IPEM, to reflect on how events in 2023 could see GPs and LPs focus on strengthening the quality of their investments and their relationships in the year ahead.

Among a range of topics in this webinar (and which will be explored further at IPEM Cannes), we will reflect on markets, liquidity solutions and the changing GP/LP dynamic.

Tune in on 16th January at 2pm GMT to hear about:

- The game-changing events of 2023 and how these have set the tone for 2024.
- Markets & liquidity. Is 2024 a private credit dream? Is the stage set for a dramatic rise in private credit investment? But what about credit and transparency risks?
- The changing GP/LLP landscape – amin a two-sided fundraising market and further industry consolidation;
- The retail opportunity and its challenges

And much more!

The webinar will be moderated by Nick Fitzpatrick, editor of Funds Europe.

Private Markets 2023-2024: The Flight to Quality

Join our webinar for a deep dive into the findings of the fresh-off-the-press EU Taxonomy 2023 Insights Report, based on Clarity AI's best-in-class coverage of EU Taxonomy reported data and CDP industry-leading environmental datasets. This session will equip financial market participants with a practical resource for navigating the complexities of the evolving taxonomy landscape, including recommendations to enhance regulatory reporting, integrate climate-related metrics into investment processes, and implement effective corporate engagement strategies.

Join us on 5th December at 10am BST to:
• Gain insight into the key takeaways of CDP and Clarity AI’s EU Taxonomy Insight Report 2023
• Understand best practices for aligning with the EU Taxonomy regulation ahead of upcoming reporting requirements
• Explore how technology can simplify compliance processes and adapt to regulatory changes, offering practical examples to navigate the evolving landscape effectively.

The webinar will be moderated by Benjamin David, deputy editor of Funds Europe.

Unveiling EU Taxonomy Insights for Sustainable Investment Strategies

The future of fund data management holds immense potential for transforming the way data is transmitted and distributed within the asset management ecosystem. With continuous advancements in technology and the growing demand for transparency, asset managers and fund distributors are poised to benefit from a wealth of comprehensive and accurate data that will support their global distribution efforts. 

A crucial aspect of this future lies in the ability to access and leverage best practice data management expertise, systems, classifications, standards and ratings. As the investment landscape becomes increasingly globalised, it is important that market players have access to a platform and framework that supports cross-border fund distribution. 

Automation and technology are prerequisites in this future landscape where data can be enriched and meaningful insights extracted with ease. 

FE fundinfo will also discuss how its new ‘My Data’ application, built into the Fund Information Hub, is supporting asset managers with expert fund data management today. 

In this webinar, we will discuss:
• Tools that are available for asset managers and fund distributors to optimise fund data management and distribution
• The role of global fund classifications and ratings in the market 
• How technology and automation can enrich data, uphold integrity and our ability to extract meaningful insights 

Your expert panel:
• Rob Botha, Head of Data Operations, FE fundinfo
• Thomas Tilley, Senior Economist, EFAMA
• Tim Gutzmer, Chief Data Officer, Credit Suisse Asset Servicing

Future of Fund Data

Sometimes travelling to your desired destination can be a bumpy ride. In the case of markets, while the shortening of settlement cycles should improve efficiency, it doesn’t mean it can’t be disruptive in the meantime.

In this webinar, Russell Investments discuss with industry experts the impact of the North American shift to T+1 and its implications for market participants.

Your panel:
 - Natsumi Matsuba, Director, Head of FX Trading and Portfolio Management for Russell Investments
 - Val Wotton, Managing Director and General Manager, DTCC Institutional Trade Processing
 - Marc Becker, Head of Analysis for Public Markets, XTP
 Moderated by Benjamin David, Editorial Director, Funds Europe 

IMPORTANT INFORMATION
For Professional Clients Only.
Execution services are provided by Russell Investments Implementation Services Inc., member FINRA/SIPC. 
Unless otherwise specified, Russell Investments is the source of all data. All information contained in this material is current at the time of issue and, to the best of our knowledge, accurate. Any opinion expressed is that of Russell Investments, is not a statement of fact, is subject to change and does not constitute investment advice. 
Issued by Russell Investments Ireland Limited. Company No. 213659. Registered in Ireland with registered office at: 78 Sir John Rogerson’s Quay, Dublin 2, Ireland. Authorised and regulated by the Central Bank of Ireland. Russell Investments Limited. Company No. 02086230. Registered in England and Wales with registered office at: Rex House, 10 Regent Street, London SW1Y 4PE. Telephone +44(0)207024 6000. Authorised and regulated by the Financial Conduct Authority. KvK number 67296386

FX Trading: How exposed are you to T+1 settlement?

Fund oversight and compliance are crucially important features of the modern investment landscape. Our panel will examine challenges and assess why it’s time to integrate, automate, and digitise.

Watch this webinar panel discussion that took place on 14th November to:
 • Hear best practices for fund oversight and compliance from industry experts
 • Learn why taking a holistic approach to oversight and compliance makes sense
 • Understand the evolving role of technology, from automation to Generative AI
 • Examine common challenges and pain points (including regulatory compliance)
 • Hear the value of replacing manual work with automated, auditable, exception-based processes
 • Explore the benefits of automation in terms of cost reduction, scalability and more

This panel is moderated by our technology and operations editor, Nicholas Pratt and will be open to audience questions. We look forward to welcoming you then.

Revolutionising Oversight & Compliance: The Importance of Integrated Strategies

As the world reaches the midway point in its journey towards achieving the 17 Sustainable Development Goals by 2030, reinvigorating progress and aligning efforts across various sectors has never been more pressing. 

According to the OECD, the SDG funding gap is estimated at around US$3.7 trillion a year. With the SDGs lagging behind schedule, investors have the opportunity to unlock untapped value while executing on impact strategies. Recent analysis by sustainability tech company Clarity AI suggests there is a significant gap between the intentions of SDG-aligned funds and their presence in countries with the greatest need for sustainable development.

Join us on 10th October at 3PM BST (10AM EDT) to:
- Learn the benefits of using UN SDGs as a sustainable investment framework
- Explore how impact investors are leveraging the SDGs to shape sustainable investment strategies, aiming to address global challenges such as climate impacts, social inequalities, and economic dislocations
- Dive into the challenges and opportunities of SDG-aligned investing, including the data challenge and the accuracy of the methodologies available
- Understand the role of technology in measuring impact and executing on investment strategies

The webinar will be moderated by Nicholas Pratt, technology and operations editor, Funds Europe

Driving Measurable Change: Leveraging UN SDGs for Impact Investing

During this live-streamed webinar, our panel of industry experts will share insights relating to their careers and experiences, explore the trends they are seeing within the alternative investment industry and have thought-provoking discussions on the hot topics around the gender component of diversity, equity and inclusion (DEI).   

The panel includes:
• Nicola Le Brocq, Director of Funds and Corporate, UK at Jersey Finance
• Nadine Buckland, Managing Partner of Zenzic Capital 
• Teresa Durso, Partner/CEO of Berry Street Capital
• Zena Couppey, CEO, Altum Group

This webinar forms part of Jersey Finance’s wider initiative for 2023, focusing on Women in Alternatives.

Women in Alternative Investments

As regulations on sustainable finance continue to evolve, asset managers are under increasing pressure to build portfolios that not only comply with regulations but also deliver on their clients’ demands and expectations. In this webinar, we will explore some of the frameworks that are shaping sustainable finance, and provide asset managers with actionable insights on how to leverage these frameworks to build sustainable financial products.

Join us on May 9th to:
● Understand some of the key frameworks that are driving sustainable finance (including regulations), their current state and implications.
● Gain insights into the key ESG metrics that should inform portfolio construction processes, and how to ensure full control over data.
● Explore how tech-based tools can help implement ESG strategies, track progress, and effectively report to stakeholders.
● Learn from successful real case examples how to stay at the forefront of sustainable finance.

Your expert panel includes:
• Austin Ritzel, Product Specialist, Clarity AI
• Borja Cadenato, Director of Product, Clarity AI
• Carl Balslev Clausen, Director and Head of ESG Product Management, SimCorp
• Freddie Woolfe, Investment Analyst, Jupiter Asset Management

The webinar will be moderated by Nik Pratt, Technology & Operations Editor, Funds Europe.

Mastering ESG Metrics: How to Effectively Build Sustainable Portfolios

Watch and learn how buy-side firms can leverage automation and data management trends to improve efficiency and gain a competitive edge.
Our experts will engage in an open dialogue about data management, risk and compliance automation and other industry challenges, to help firms develop strategies to ensure they thrive in a dynamic and rapidly changing marketplace.

During this webinar we will cover:
✔ The buy-side industry’s post-pandemic shift to technology
✔Automation and data management in the ever-changing regulatory environment
✔Emerging regulatory change as a result of the technological shift


Your expert panel includes:
• Steve Barnes, Chief Technology Officer, AQMetrics
• Maxime Aerts, MD and Head of Asset Management Product Strategy, FE fundinfo
• Bernardo Castel-Branco, Director & SME, Risk and Regulatory Compliance, Alpha FMC

The webinar will be moderated by Nik Pratt, Technology & Operations Editor, Funds Europe.

Buy-side data management for regulatory risk and compliance automation

As emerging digital asset classes, new products and infrastructure are transforming the market every day, regulators are considering how best to oversee these developments. While regulators are taking a progressive approach to digital assets, the current regulatory picture remains fragmented at a global level with a wide range of approaches and unfolding initiatives. Join our live webinar discussion with Northern Trust.

Your expert panel includes:
• Justin Chapman, Executive Vice President - Global Head of Digital Assets and Financial Markets, Northern Trust
• Natalie Berkecz, Global Head of Regulatory Product, Northern Trust
• Angus Fletcher, CEO, Fnality

The webinar will be moderated by Nik Pratt, Technology & Operations Editor, Funds Europe.

Digital Assets: A Regulatory Lens

Sustainability regulations are on the rise, all in an effort to manage capital flows toward sustainable investments, but the question remains, are these regulations succeeding? For example, data suggests that article 9 funds, as defined by SFDR, aren’t as sustainable as they claim. In this webinar, we will examine the effects of SFDR and specifically Article 9 funds to understand how successful regulation has been in reducing greenwashing. To do this, we will cover the following: 
- Review the requirements of SFDR to understand how it is meant to prevent greenwashing by defining “sustainable investment”
- Focus on Article 9 funds to critically review whether they are delivering on their promise of investing sustainably 
- Examine available data that can be used to assess sustainable investments, including non-reported data
- Explain how technology can be leveraged to conduct the detailed analysis necessary to vet investments and understand how they are deemed “sustainable”

Can regulation prevent greenwashing?

Digital assets are becoming a mainstream asset class, with many leading financial institutions launching investment platforms and services to clients. But, as recent headlines have shown, the market is fast-moving and the future landscape is still uncertain. 

Our webinar investigates the latest trends and the possible solutions for firms eager to launch digital asset services while keeping a firm grip on risk.

The expert panel includes:

• Steve Light, Master Principal Solution Consultant, Revenue Management and Billing, Oracle Financial Services
• Seamus Donoghue, Chief Growth Officer, Metaco
• Roy Ben-Hur, Managing Director, Deloitte

The webinar is moderated by financial journalist Simon Watkins

Risk-free Management of Digital Assets

ESG reporting presents a significant opportunity for fund manufacturers to position their ESG credentials in an accessible, transparent and comparable way. This sounds great in theory. 

But how does one truly quantify the unquantifiable with ESG data points largely being non-financial? How are organizations meeting the challenge of not only managing a fund’s ESG-related risks, opportunities and performance, but also monitoring them, and quantifying them? 

The operating environment is complex with multiple frameworks, methodologies, calculations and different approaches to setting and tracking against KPIs, at both a company and fund level. And not to mention the need to source, consolidate and manage the requisite underlying data. 

In this webinar, we will address the key challenges associated with ESG reporting and how market participants can overcome them, as we move the dial towards meeting transparency goals and ever closer to the regulatory deadlines for SFDR (EU) and TCFD (UK) reporting in 2023. 

Your expert panel:
• Pauline Vaskou, Climate & Responsible Investment Strategy Lead, Aegon
• Niels Fibæk, CEO, Matter 
• Matthias Breier, Head of ESG Products, FE fundinfo

The panel will explore: 
1. What are the key governing ESG frameworks? 
2. What are the required ESG disclosures, risks and metrics? 
3. How do we quantify ESG risks and opportunities? 
4. What guidance is there for companies and funds on setting, measuring and tracking performance against KPIs?

The webinar will be moderated by Nik Pratt, Technology & Operations Editor, Funds Europe.

The challenges of ESG reporting and how to overcome them

Financial services organizations face the challenge of successfully delivering new technology projects that bring sustainable change. This webinar moderated by EFA’s Noel Fessey outlines how leadership based on trust, vision and agility creates client-vendor teams that are comfortable in ambiguity, demonstrate agency and successfully deliver a vision that brings change - and how lessons learned from the moon landing mission can help achieve this. 

The panel includes:

• Caroline Tiernan, Change Project Manager, Citi 
• Anna Kanior-Florek, Client Success Lead, Metrosoft 
• Marina Corghenci, Global Head of Fund Companies Relationship, MFEX by Euroclear

The webinar will be moderated by Noel Fessey, CEO of European Fund Administration.

Change, and how to achieve it

During this live-streamed webinar, we will explore some of the defining factors that have enabled the creation of key European fund domiciles and why they have become a key cog in the European alternative fund landscape. 
An expert panel will examine how they got here, what makes them tick today and, crucially, how they are gearing up for the future. 

Panelists will discuss which learnings from the past can help us plot out a successful future for fund domiciles. It will engage fund managers and their advisors by clarifying why fund domiciliation is crucial to the funds ecosystem and why getting domiciliation decisions right can support their long-term success. 

 The panel includes:

• Elliot Refson, Head of Funds, Jersey Finance
• Tatiana Collins, Senior Counsel, Walkers
• Alex Smyth, Director, Oakbridge
• Matt McManus, Managing Associate, Ogier
• Lewis Fellas, Chief Investment Officer and Founder of Larks Leaf Asset Management, Ultra

The webinar will be moderated by Stephanie Baxter, Journalist

Fund Domicile Evolution: Where do we go from here?

The rise of sustainable investing and ESG is the greatest test yet of asset managers' role in society. The introduction of regulation will impact AM's operations and its product development as well as its relationship with its investors and the companies in which it invests. 

The webinar will look at what this impact will be and what AMs should do to manage this impact. The panel includes:

• Julien Renkin, Chief Commercial Officer, Sopiad
• Tanya Petridou, Head of Information Service and Distribution, Fundsquare
• Oriane Schoonbroodt, Strategy& Director Sustainability & Sustainable Fiance, PwC 

The webinar will be moderated by Nik Pratt, Technology & Operations Editor, Funds Europe.

Measuring & Managing the Impact of ESG

Join our 'live stream' event at 9:30am on 9 June 2022, when we'll reveal the results of our extensive survey to fund professionals on the opportunities and challenges from climate risk across areas such as governance, data and product development.
 
Our highly interactive panel of experts will also be debating 'live' on the issues confronting the asset management industry and fund boards in assessing and managing ESG and climate risk. Some of the question that will be tackled will be: 
• How are fund boards evaluating and overseeing ESG and climate risks?
• What kind of ESG and climate risk monitoring information comes to fund boards?
• Should there be different requirements for fund boards in monitoring ESG and climate risk?
• What are the areas of best practice in the asset management industry around data and governance of these risks?
• What does the future look like for product development in light of a growing focus on ESG and climate risk?
• How should fund boards be prepared?

Our panel will be moderated by Pat Sharman, Country Managing Director, UK, Caceis and includes a mixture of experts from across the industry:
• Julia Kirkland, Head of Regulatory Training, Zishi Cornerstone
• David Kneale, Head of UK Equities, Mirabaud Asset Management
• David Hunter, CIO, Renewity
• Nik Pratt, Technology & Operations Editor, Funds Europe

Do fund boards have sufficient oversight of ESG and climate risk?

In this world, change is constant. When adjustments are inevitably made to a portfolio - whether that is to manager line up, strategic asset allocation or incorporating ESG criteria to name a few– how do you manage risk and control costs, while also maintaining investment performance and providing full transparency? At what point does it make sense to use a specialist to take on these responsibilities for you?

In this webinar, Russell Investments explain the role of a specialist third party ‘transition manager’, examine how a transition manager can add value and explore when it makes sense to use one.

Key talking points::
- What is Transition Management?
- The key criteria to a successful transition
- What are the benefits and drawbacks of working with a transition manager?

Hear from industry experts:
- Chris Adolph, Director of CPS EMEA. Russell Investments
- Dan Edwards, Head of Asset Transitions, Isio
- Graham Cook, Responsible Investment Strategy Lead, Phoenix 

The webinar is moderated by Stephanie Baxter, Funds Europe.

Managing Portfolio Change: Understanding the benefits of a transition manager

benefits of a transition manager

Investments

transition management

Portfolio Management

Portfolio Manager

Risk Management

Investment Management

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Managing Portfolio Change: Understanding the benefits of a transition manager

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