Shows
WealthTech TodayEp. 150: How to Avoid Noise in ESG Data with Elena Philipova, RefinitivThe post Ep. 150: How to Avoid Noise in ESG Data with Elena Philipova, Refinitiv appeared first on and was written by Craig Iskowitz.
Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space. Come on in, sit back and relax, you’re listening to episode 150 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]
The post Ep. 150: How to Avoid Noise in ESG Data with Elena Philipova, Refinitiv appeared first on an...2022-07-1400 min
The Compliance FilesSeason 2 - Episode 5: Refinitiv’s ReportKathy Jacobs, ACOI President, speaks with Charles Minutella, Global Head of Customer and Third-Party Risk Intelligence at Refinitiv, about Refinitiv’s report which has been recently published into the changing risk landscape. Each year Refinitiv conducts independent surveys looking at different aspects of customer and third-party risk. Their reports have looked at financial crime through its impact on companies, society and the environment. This year's report looks at the impact of the COVID-19 pandemic. Kathy and Charles discuss the findings of the report.
You can find Refinitiv's Global Risk and Compliance report here.
2021-11-1532 min
LIFE IN SPORT with Evanne Ní ChuilinnEpisode Seven, with BERNARD JACKMAN, Rugby Media Pundit & Account Manager at Refinitiv.Bernard Jackman is Evanne's guest in Episode 7. A former professional rugby player, Bernard has gone on to a successful career in coaching, and beyond. He was head coach at Grenoble in France and more recently, Dragons in Wales. He has written an insightful autobiography about his time as a rugby player, and speaks very eloquently about the importance of planning for life after sport. This weeks' episode is for anyone involved in coaching, at any level - or for current rugby players who are beginning to think about life after retirement. Bernard completed a Masters in Sports Management at UCD i...2021-11-0745 min
Análisis BIVAAnálisis BIVA ASG T1E7 con Luis Albarrán de REFINITIVEn esta nueva entrega de Análisis BIVA ASG nos acompaña Luis Albarrán, Investment Solutions Specialist, North Latam de Refinitiv quién nos platica sobre la coyuntura de las finanzas sostenibles, el rol de los inversionistas en la inversión verde y los criterios necesarios para el reporteo de acciones de sustentabilidad. Conducido por Daniela Calleja. Hosted on Acast. See acast.com/privacy for more information. Hosted on Acast. See acast.com/privacy for more information.2021-04-2019 min
The Rundown Tank: Americas OilAmerica's Oil Market: The Lawyer, The Analyst and The TraderSo, you want to trade crude? During this episode, we are joined by 3 experts, the lawyer, the analyst and the trader. From Rapidan Energy Group, we have Shirin Lakhani representing as analyst, along with Glenn Schwartz as lawyer. And finally, Jim Mitchell as our trader from Refinitiv. Hosted on Acast. See acast.com/privacy for more information.2021-02-1625 min
The IT Experience Podcast48. #XLA - Refinitiv's IT Service Transformation - From SLAs to XLAsIn this episode, Pasi is joined by Refinitiv's Director of Service Improvement, Mark Bewick, and Head of Service Management, Neville Hughes, discussing how Refinitiv changed their approach to implement experience led IT operations.
Refinitiv embarked on the journey to investigate and redefine their IT service. The journey unearthed common pain points, the “3 main ingredients of employee happiness” and confirmation that traditional metrics need “help” to consider employee experience.
Refinitiv has started a journey of employee happiness (with IT support), they are witnessing great results and have huge ambition to make things better still.
...2021-01-2944 min
Lipper Weekly U.S. Fund Flows Video SeriesRefinitiv Lipper Weekly U.S. Fund Flows Video Series – January 13, 2021Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the third week in four. They injected $22.9 billion for Refinitiv Lipper’s fund-flows week ended January 13, 2021. Fund investors padded the coffers of taxable bond funds (+$9.0 billion), money market funds (+$5.9 billion), equity funds (+$5.4 billion), and tax-exempt fixed income funds (+$2.6 billion) this week. Tom Roseen highlights the weekly flows trends for both conventional funds and ETFs in this video series.2021-01-1813 min
Lipper Weekly U.S. Fund Flows Video SeriesRefinitiv Lipper Weekly U.S. Fund Flows Video Series – January 6, 2021Investors were overall net redeemers of fund assets (including those of conventional funds and ETFs) for the first week in three. They withdrew $8.5 billion for Refinitiv Lipper’s fund-flows week ended January 6, 2021, despite pushing the Dow to another set of record closes during the week. Fund investors withdrew $5.4 billion from equity funds and a net $10.1 billion from money market funds. Meanwhile, investors were net purchasers of taxable and tax-exempt fixed income funds, injecting slightly less than $6.0 billion and $1.1 billion, respectively, this week. Tom Roseen highlights the weekly flows trends for both conventional funds and ETFs in this video series.2021-01-0914 min
Culture MakersSneha Sanghrajka Shah, Managing Director, Business Accelerator, RefinitivSneha Sanghrajka Shah has lived and worked in Africa and America building successful teams and growing businesses as a trader, through a series of senior roles over 17 years with Thomson Reuters, and now as Managing Director, Business Accelerator, at Refinitiv - one of the world’s largest providers of financial markets data and infrastructure. She is based in New York.
Sneha's early career was spent in financial intuitions as a trader - often the only female trader in a male dominated industry. But she looks back fondly on the collegial spirit and camaraderie of that time. It was...2020-11-2622 min
Lipper Weekly U.S. Fund Flows Video SeriesRefinitiv Lipper Weekly U.S. Fund Flows Video Series – November 11, 2020Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the first week in 14. They injected $27.7 billion for Refinitiv Lipper’s fund-flows week ended November 11, 2020, as they cheered the announcement of a successful Phase 3 study of a COVID-19 vaccine by Pfizer and BioNTech. Fund investors were net purchasers of long-term assets, putting $23.8 billion into equity funds (their third largest weekly net inflows on record going back to 1992), $7.1 billion into taxable bond funds, and $1.2 billion into municipal bond funds. Meanwhile, money market funds (-$4.4 billion) witnessed the only net redemptions of the group this we...2020-11-1413 min
Belleza que mueveL'Oréal entre los 10 mejores de Refinitiv 2020 Ranking Top 100 del Índice de Diversidad e InclusiónRefinitiv clasifica a las 100 mejores organizaciones a nivel mundial en un amplio conjunto de métricas de Diversidad e Inclusió.2020-11-0402 min
Lipper Weekly U.S. Fund Flows Video SeriesRefinitiv Lipper Weekly U.S. Fund Flows Video Series – October 21, 2020Investors were overall net redeemers of fund assets (including those of conventional funds and ETFs) for the eleventh week in a row, withdrawing $7.6 billion for Refinitiv Lipper’s fund-flows week ended October 21, 2020 as they paid attention to increasing uncertainty in the market. Fund investors were net redeemers of money market and equity funds during the week, withdrawing $9.3 billion and $5.7 billion, respectively, while being net purchasers of taxable fixed income funds (+$6.8 billion) and municipal bond funds (+$607 million) this week. Tom Roseen highlights the weekly flows trends for both conventional funds and ETFs in this video series.2020-10-2513 min
Lipper Weekly U.S. Fund Flows Video SeriesRefinitiv Lipper Weekly U.S. Fund Flows Video Series – October 14, 2020Refinitiv Lipper’s fund asset groups (including both mutual funds and ETFs) experienced net outflows of $4.7 billion for the fund-flows trading week ended Wednesday, October 14. This week’s results marked the tenth straight overall net negative result for funds. Money market funds (-$18.9 billion) were responsible for all of this week’s net outflows, while taxable bond funds (+$11.2 billion), equity funds (+$2.4 billion), and municipal bond funds (+$614 million) all took in net new money. 2020-10-1605 min
Lipper Weekly U.S. Fund Flows Video SeriesRefinitiv Lipper Weekly U.S. Fund Flows Video Series – October 7, 2020Refinitiv Lipper’s fund asset groups (including both mutual funds and ETFs) experienced net negative flows of $9.3 billion for the fund-flows trading week ended Wednesday, October 7. This week’s results marked the ninth straight overall net outflow for funds during which time their coffers have contracted by almost $159 billion. In this week’s activity, the net outflows were driven by money market funds (-$20.4 billion) and equity funds (-$6.0 billion). These are long-term trends for both fund asset groups as money market funds and equity funds have experienced net outflows during each of the last 11 and eight weeks, respectively. On the...2020-10-1106 min
Lipper Weekly U.S. Fund Flows Video SeriesRefinitiv Lipper Weekly U.S. Fund Flows Video Series – September 30, 2020Shrugging off plus-side returns for the week, for the eighth week in a row investors were overall net redeemers of fund assets (including those of conventional funds and ETFs), withdrawing $15.9 billion for Refinitiv Lipper’s fund-flows week ended September 30, 2020. Fund investors were net redeemers of all four asset classes, withdrawing $14.0 billion from money market funds, $1.1 billion from taxable fixed income funds, $775 million from municipal bond funds, and $9 million from equity market funds this week. Tom Roseen highlights the weekly flows trends for both conventional funds and ETFs in this video series.2020-10-0213 min
Lipper Weekly U.S. Fund Flows Video SeriesRefinitiv Lipper Weekly U.S. Fund Flows Video Series – September 23, 2020Refinitiv Lipper’s fund asset groups (including both mutual funds and ETFs) had net outflows of $16.0 billion for the fund-flows trading week ended Wednesday, September 23. Funds have now seen net money leave for seven consecutive weeks during which time their coffers have shrunk by $133.7 billion. In this week’s activity, equity funds (-$14.9 billion) were responsible for the lion’s share of the net outflows, while money market funds contributed $2.7 billion to the total net negative flows. Equity funds have now seen money leave for six straight weeks while money market funds ran their losing streak to nine weeks. On the...2020-09-2607 min
Lipper Weekly U.S. Fund Flows Video SeriesRefinitiv Lipper Weekly U.S. Fund Flows Video Series – September 16, 2020Refinitiv Lipper’s fund asset groups (including both mutual funds and ETFs) had net outflows of $45.7 billion for the fund-flows trading week ended Wednesday, September 16. Money market funds (-$50.5 billion) and equity funds (-$2.8 billion) accounted for all of the week’s net negative flows. It was the eighth consecutive weekly net outflow for money market funds and the fifth for equity funds. On the positive side of the ledger, taxable bond funds and municipal bond funds took in $7.0 billion and $612 million, respectively. 2020-09-2007 min
Lipper Weekly U.S. Fund Flows Video SeriesRefinitiv Lipper Weekly U.S. Fund Flows Video Series – September 9, 2020For the fifth week in a row, investors were overall net redeemers of fund assets (including those of conventional funds and ETFs), withdrawing $21.8 billion for Refinitiv Lipper’s fund-flows week ended September 9, 2020. The topline number, however, is a little misleading. Fund investors were net purchasers of taxable fixed income funds (+$6.5 billion) and municipal bond funds (+$1.0 billion) while being net redeemers of equity funds (-$1.9 billion) and money market funds (-$27.4 billion) this week. Tom Roseen highlights the weekly flows trends for both conventional funds and ETFs in this video series.2020-09-1212 min
Lipper Weekly U.S. Fund Flows Video SeriesRefinitiv Lipper Weekly U.S. Fund Flows Video Series – August 26, 2020Refinitiv Lipper’s fund asset groups (including both mutual funds and ETFs) had net outflows of $2.6 billion for the fund-flows trading week ended Wednesday, August 26. Equity Funds (-$7.8 billion) and money market funds (-$4.6 billion) were responsible for all of the net negative flows while taxable bond funds and municipal bond funds took in net new money of $8.7 billion and $1.0 billion, respectively. Taxable and muni bond funds ran their net inflow streaks to twenty weeks and sixteen weeks, respectively. 2020-08-2806 min
Lipper Weekly U.S. Fund Flows Video SeriesRefinitiv Lipper Weekly U.S. Fund Flows Video Series—August 19, 2020For the second week in a row, investors were overall net redeemers of fund assets (including those of conventional funds and ETFs), withdrawing $10.2 billion for Refinitiv Lipper’s fund-flows week ended August 19, 2020. Fund investors were net purchasers of taxable fixed income funds (+$5.9 billion) and municipal bond funds (+$1.8 billion) while being net redeemers of equity funds (-$6.6 billion) and money market funds (-$11.4 billion) this week. Tom Roseen highlights the weekly flows trends for both conventional funds and ETFs in this video series.2020-08-2111 min
Lipper Weekly U.S. Fund Flows Video SeriesRefinitiv Lipper Weekly U.S. Fund Flows Video Series – August 12, 2020Overall, Refinitiv Lipper’s fund asset groups (including both mutual funds and ETFs) had net negative flows of $470 million for the fund-flows trading week ended Wednesday, August 12. Taking a more granular look at this data shows that ETFs had net inflows of $12.7 billion while mutual funds suffered net outflows of $13.2 billion. For the week, the only fund asset group to experience net outflows were money market funds (-$17.3 billion). Taxable bond funds paced the net inflows at $8.8 billion, while equity funds (+$5.7 billion) and municipal bond funds (+$2.3 billion) also had net positive flows.2020-08-1506 min
The BattleFin PodcastConstructing your Portfolio in 2H20 Based on Macro Sensitivities | Virtual Discovery Day, July 23rd 2020 | BattleFin Featuring Refinitiv and Quant InsightJoin BattleFin, Refinitiv, and Quant Insight for this podcast on Constructing your Portfolio in 2H20 Based on Macro Sensitivities. This panel discussion originally took place at BattleFin's Virtual Discovery Day event on July 23rd, 2020. The theme of this event was Rethinking Everything: Healthcare, Elections, and Macro Insights. Day 2’s theme was the 2020 Elections and Macro Insights. To watch the video version of this podcast, check out BattleFin's Vimeo channel here - https://vimeo.com/441442957
This podcast features:
Mahesh Narayan, Head Research, Refinitiv
Moderated by: Mahmood Noorani, CEO/Founder, Quant Insight
Want to register for our ne...2020-08-1032 min
Lipper Weekly U.S. Fund Flows Video SeriesRefinitiv Lipper Weekly U.S. Fund Flows Video Series—August 5, 2020For the second week in three, investors were overall net purchasers of fund assets (including those of conventional funds and ETFs), injecting $3.4 billion for Refinitiv Lipper’s fund-flows week ended August 5, 2020. Fund investors were net purchasers of taxable fixed income funds (+$9.2 billion) and municipal bond funds (+$1.6 billion) while being net redeemers of equity funds (-$7.2 billion) and money market funds (-$216 million) this week. Tom Roseen highlights the weekly flows trends for both conventional funds and ETFs in this video series.2020-08-0812 min
Lipper Weekly U.S. Fund Flows Video SeriesRefinitiv Lipper Weekly U.S. Fund Flows Video Series – July 29, 2020Refinitiv Lipper’s fund asset groups (including both mutual funds and ETFs) experienced net outflows of $10.0 billion for the fund-flows trading week ended Wednesday, July 29. The net negative flows were attributable to money market funds (-$17.4 billion) and equity funds (-$3.8 billion), but taxable and tax-exempt bond funds continued to be a positive story. Taxable bond funds (+$9.4 billion) and municipal debt funds (+$1.8 billion) extended their respective net inflows streaks to 16 weeks and 12 weeks. Pat Keon, CFA, speaks to the highlights in this week's video. 2020-08-0106 minThe Rundown Tank: Americas OilAmerica's oil market: 8 pressing questions from "Ask Refinitiv"Tune into your oil industry briefing for the week of July 27. In this episode, we have answered eight of the most pressing questions on your mind. From Joe Biden's energy agenda and current M&A deals to the second wave of COVID-19, we explore the impact these topics will have on the energy business. Hosted on Acast. See acast.com/privacy for more information.2020-07-2621 min
Waters WavelengthEpisode 201: Refinitiv Labs on Unstructured DataThis week Sanjna Parasrampuria, head of Refinitiv Labs in Asia, joins Wei-Shen on the podcast to talk about unstructured data and the new SentiMine product.
1:30 – Wei-Shen and Tony talk about Josephine's breaking story on Deutsche Börse exiting its regulatory reporting businesses.
https://www.waterstechnology.com/regulation/7564716/deutsche-boerse-to-exit-regulatory-reporting-business
6:00 – Sanjna joins Wei-Shen on the podcast and they discuss the work from home environment Sanjna has experienced at Refinitiv in Singapore.
10:00 – Unstructured data can be confusing. Sanjna explains that unstructured data could be categorized as anything that doesn’t fit into a generic excel spreadsheet.
20:00 – Then, Sanjna talks about being in a position to...2020-06-251h 02
Tech Take Tech Podcast: รับฟัง เรื่องราวที่ “คนในอยากบอก คนนอกอยากรู้” ที่ตีแผ่วิธีการทำงานขององค์กรEp. 10: Refinitiv - High-performance culture ที่ขับเคลื่อนแพลตฟอร์มการเงินระดับโลกใครที่สนใจทำงานบริษัทแพลตฟอร์มการเงินสายเทค ต้องไม่พลาดฟัง TECH TAKE TECH Podcast Episode 10 กับ Refinitiv บริษัทที่มีความเชี่ยวชาญในการพัฒนา Technology Platform การเงินและการจัดการความเสี่ยง เราได้คุณ พัทรินทร์ หัตถกรรม Director of Design Process Management ผู้บริหารหญิงที่ทำงานในบริษัทมายาวนานถึง 15 ปี มาเผย Culture และ สไตล์การทำงานในตอน “High-performance culture ที่ขับเคลื่อนแพลตฟอร์มการเงินระดับโลก”
รับฟัง เรื่องราวที่ “คนในอยากบอก คนนอกอยากรู้” ที่ตีแผ่วิธีการทำงานขององค์กรสายเทค ได้ทาง Tech Take Tech Podcast ทุกวันอังคาร เวลา 16.00 น. ผ่านหลากหลายช่องทาง
Spotify: https://bit.ly/TTT_Spotify
Apple Podcast: https://bit.ly/TTT_Apple
Anchor: https://bit.ly/TTT_Anchor
#TechTakeTech #podcast #วัฒนธรรมองค์กร #TrueDigitalPark2020-06-1631 min
Symbolic Connection004: Thia Kai Xin, Cofounder of DataScience SG & Senior Data Scientist in Refinitiv LabsWe have a special guest for this episode. He is Thia Kai Xin, co-founder of DataScience SG and currently a Senior Data Scientist in Refinitiv Labs working on Natural Language Processing project. He shares his career journey, what are the skills and knowledge that got him his jobs and provided some advice on how to get into Data Science. Travel with him through his career journey and see how you too can become a data scientist. :)
LinkedIn Profile: https://www.linkedin.com/in/thiakx/
Questions for our Guest: https://forms.gle/YhEtzQ3W7JVTNbHN92020-06-0341 min
Covid-19 and Energy7 May 2020 - EU ETS with Ingvild Sorhus, RefinitivToday’s episode with Ingvild Sørhus of Refinitiv discusses the outlook for carbon prices in 2020 and in the years to come. With ETS emissions set for a record 14% drop this year, what are the prospects for a tighter ETS cap and higher prices?2020-05-0710 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Rajiv Jain, GQG Partners Global Equity FundIn this wide-ranging #FundManagerChat, Rajiv Jain, CIO of GQG Partners and Manager of the GQG Partners Global Equity Fund, discusses how he finds the opportunities in global equities markets. Rajiv explains what drove him to set up his own fund house after forging a successful career at Vontobel and outlines the key influences behind his unique and successful "quality growth" process. Rajiv also provides a summary of global equities markets and explains how his considerable experience with previous bear markets is helping him navigate the difficulties presented by the current Covid-19 crisis. Running O...2020-05-0729 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: The Unstoppable Rise of ESG–Ben Constable-Maxwell, M&G InvestmentsIn this #FundManagerChat podcast, Ben Constable-Maxwell, head of sustainable and impact investing at M&G Investments, shares his views on the increasing prominence that ESG, impact and responsible investing is taking on for investors and fund managers. Ben examines some of the challenges that fund managers face, particularly in quantifying and measuring criteria, and he outlines the key issues that groups should be prioritizing. Ben also considers some of the myths around ESG investing, how the Covid-19 crisis is giving prominence to these factors and what success looks like for an ESG-conscious fund manager. 2020-05-0619 minCovid-19 and Energy4 May 2020 - Gas price recovery with Wayne Bryan, RefinitivToday’s episode with Refinitiv’s Wayne Bryan discusses how what the gas market will look like in the months to come. Will there be 12 more months of pain?2020-05-0409 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Keith Skeoch, CEO - Standard Life AberdeenIn this wide-ranging #FundManagerChat podcast, Keith Skeoch, CEO of Standard Life Aberdeen Plc, [SLA.L] discusses the impacts of the unfolding Covid-19 crisis on investments, the economy, companies and society. Keith considers the human elements of the crisis, and examines how it is driving changes to the way that investment firms and the industry, might operate in the future. Keith also provides a market and economic overview, reviews the policy responses to the crisis and considers what opportunities might present themselves for investors and fund management companies as the crisis recedes. Running Order2020-04-3029 min
Waters WavelengthEpisode 193: Refinitiv's John Walsh on Alt DataThis week, John Walsh, director of strategy and innovation at Refinitiv joins the podcast. Along with Tony, he discusses the regulatory challenges surrounding alternative data as well as the potential for implementation of alternative data in light of the coronavirus. He recently produced a research report titled A New Dimension of Data.
https://www.refinitiv.com/en/media-center/press-releases/2020/april/refinitiv-report-on-alternative-data
1:00 – Wei-Shen and Anthony Malakian talk about the upcoming 200th podcast episode. They discuss the stories recently published on the website, including a story on the programming language, Cobol. (https://www.waterstechnology.com/technology/7532056/on-cobol-and-legacy-systems-covid-19-turmoil-calls-for-change)
16:30 – John joins Tony on the p...2020-04-2948 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Dividend Income & Small Caps–James Lynch, DowningIn this #FundManagerChat, James Lynch, Manager of the Downing Monthly Income Fund, discusses how he finds the opportunities to source reliable dividend income from smaller companies stocks. He outlines the process and philosophy he has adopted and examines his recent performance outcomes. He also outlines his current portfolio positioning and discusses some of the difficulties and opportunities that are presented in the unfolding Covid-19 drama. Running Order Run Time Topic 00:25 Tell us a bit about Downing and why its private equity background important? 02:10 Tell us about the philosophy of your fund. Why does the...2020-04-2420 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Facing Challenges in this Market - Matthew Beddall, CEO, Havelock LondonIn this #FundManagerChat, Matthew Beddall, CEO of UK-based fund boutique, Havelock London, and manager of the LF Havelock Global Select Fund discusses the challenges of managing money during the unfolding Covid-19 crisis. Matthew outlines whether traditional style-biases and valuation metrics matter in the current volatility. He addresses recent performance and reveals the major considerations he is seeking in his stocks as the crisis continues. This is the quarterly newsletter referred to in this podcast can be found via this link. Running Order Run Time Topic 00:25 How difficult is it, and what challenges...2020-04-1415 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Staff Departures - BNY Mellon Global Income FundOn March 26, 2020, BNY Mellon announced that Nick Clay, one of the UK's best known equity income fund managers will be leaving the organisation. He is leaving with a number of his team to join a competitor. Mr. Clay currently runs the £5.2 billion (as at March 26, 2020) BNY Mellon Global Income Fund. In this podcast, Ilga Haubelt, recently appointed Head of Equity Income at Newton and Jon Bell, co-fund manager of the BNY Mellon Global Income Fund, outline how they intend to mitigate the potential impact of these departures. Running Order Run Time Topic 00:40 Ilg...2020-04-0331 min
Fintechpodden28. Fighting financial and green crime with Che Sidanius from RefinitivIn this episode, we have the pleasure of having Che Sidanius, Global Head of Financial Crime & Industry Affairs at Refinitiv with us. Che is an experienced leader with a variety of leadership roles within the areas of online crime prevention, regulation, financial crime, green grime and other types of cyber crimes from companies such as KMPG, PwC and Bank of England. In the episode we talk about many different kinds of crimes that can be done online. We also briefly talk about the crimes that may have been done behind the corona virus.2020-04-0225 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: The Economic Implications of Coronavirus - Shamik Dhar, BNY MellonIn this podcast, Shamik Dhar, Chief Economist at BNY Mellon IM outlines the potential broad economic implications of the unfolding Coronavirus crisis. Within the context of this unfolding "human tragedy", Shamik considers the buy- and sell-side effects of this shock, outlines the efficacy of policy responses and assesses the potential impact the crisis might have on long-established economic theories and relationships. Running Order Run Time Topic 00:20 How do you go about interpreting this complex human crisis in economic terms? 02:19 How do economic shocks such as this manifest themselves over different periods of t...2020-03-1716 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Artemis Target Return Bond Fund–Juan ValenzuelaIn this #FundManagerChat podcast, Juan Valenzuela, co-manager of the Artemis Target Return Bond Fund, introduces this recent launch from Artemis and outlines the case for fixed income securities. Juan discusses the philosophy the fund, outlines the positioning of his portfolio and shares his views on the broader economic factors that are currently influencing fixed income markets. Running Order Run Time Topic 00:20 Outline the objective of the Artemis Target Return Bond Fund 01:15 What type of investor would be attracted to this fund? 02:30 How did you set your performance target? How confident are you that you...2020-02-1316 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Global Outlook 2020 - Maria Municchi, M&GIn this #FundManagerChat podcast, Maria Municchi, portfolio manager within the Multi-Asset team at M&G, shares her thoughts on the key drivers influencing her portfolio construction as we move into 2020. Running Order Run Time Topic 00:20 What is the impact of central bank and interest rate policy? 02:35 What is your view on global volatility? 03:35 How important are geopolitical issues at the moment? 05:20 What is your broad outlook for equities and bonds 09:00 What opportunities does ESG and Impact investing hold for you? 12:30 What should investors be wary of in 2020? What are some of the tailwinds? Maria...2019-12-3014 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: The #Talkaboutblack Initiative and Asset ManagementIn this #FundManagerChat podcast, Justin Onuekwusi, Fund Manager and Head of Retail Multi-Asset Funds at LGIM and Darren Johnson, Chief Operating Officer – Listed Equites, Impax Asset Management outline the #Talkaboutblack initiative within the asset management industry and discuss where it fits within other diversity and inclusion initiatives. Running Order Run Time Topic 00:25 Outline the #Talkaboutblack initiative 01:55 Why are there so few black people in the asset management industry? 05:00 How do you go about generating change? 08:00 Where does #Talkaboutblack fit in with other diversity and inclusion initiatives? 10:00 Why is there a reluctance to talk about race? 12:25 How do...2019-12-1721 min
Lipper Alpha Insight - Fund Manager ChatLipper Expert Forum 2019 "Vox Pop": Investment Outlook–Andrew MilliganAt the recent Lipper Expert Forum 2019 held in London, Andrew Milligan, Head of Global Strategy at Aberdeen Standard Investments, sat on our macro-economic outlook panel. We caught up with Andrew after Expert Forum in this short "vox pop" video. Here he reviews the key economic factors of 2019 and outlines the investment strategies which worked well (and not so well) during the year. Andrew also provides his views on what might influence markets in 2020 and gives an overview explaining Aberdeen Standard Investments's portfolio positioning. About Andrew Milligan Andrew Milligan OBE joined Standard L...2019-12-0306 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Global Strategic Overview–Robert Almeida, MFSIn this #FundManagerChat podcast, Robert Almeida, Global Investment Strategist at MFS, and lead manager of the MFS Meridian Funds-Diversified Income Fund gives a thorough overview and outlook for the state of global investment markets. Robert also outlines how he is positioned in his portfolio, where he is finding opportunities for income investors, and reveals his thoughts on some of the head and tailwinds which confront investors at the present time. Running Order Run Time Topic 00:25 What is your view on current global central bank policy and interest rates? 01:25 What is your view on inflation...2019-11-2920 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: "Global Innovators"–Guinness Asset ManagementIn this #FundManagerChat podcast, Dr. Ian Mortimer and Matthew Page, co-manager of the Guinness Global Innovators Fund outlines how changing trends in corporate innovation are driving opportunities in the equities market. They examine the types of firms and industries which are driving intellectual change and how these themes manifest into consistent earnings as well as growth opportunities. They outline the current positioning of their portfolio, explain how they restrict their investment universe and the also provide a general outlook for the market. They also provide an overview of how ESG criteria fit into their investment...2019-11-2123 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Global Listed Real Estate Equities: KempenIn this #FundManagerChat podcast, Egbert Nijmeijer from Kempen and co-manager of the Kempen Global Listed Real Estate Fund outlines the case for global listed real estate companies. Egbert provides an overview of the asset class and outlines the benefits it can bring to an investor portfolio. He discusses where he and the Kempen team are finding opportunities in global listed real estate equities and areas that he is avoiding. He also outlines how he incorporates ESG into his portfolio and how this has impacted some of his stock selection. Egbert also provides an outlook for...2019-10-2322 min
Lipper Alpha Insight - Fund Manager ChatVideo: ETF Facts for Traditional Managers–Refinitiv ETF Academy 2019What ETF facts do traditional fund managers need to know about the ETF market? On July 3, 2019, Refinitiv hosted the inaugural Refintiv ETF Academy at Canary Wharf. In this video, Nik Bienkowski, co-CEO and co-founder of HANetf, took to the stage to present on “ETFs in Europe – Launching, Competing and Winning – What Traditional Managers Need to Know.” Bienkowski highlighted that creating an ETF offering is high priority for most asset managers, but he also made clear that it is easier said than done. He also examined why asset managers can’t afford to miss th...2019-10-1041 min
Lipper Alpha Insight - Fund Manager ChatVideo: The Diversity Dividend–Lipper Fund Selector Forum 2019On July 3, 2019, Refinitiv hosted the fifth Annual Lipper Fund Selector Forum at Canary Wharf. The second final panel of the morning was "The Diversity Dividend." The funds management industry has often been indicted as suffering from a lack of diversity in its workforce. This panel looked at the issues behind this charge and what is being done to address this issue. The panel discussed the various initiatives that the asset management industry is undertaking to improve diversity and outlined how improved levels of workplace diversity benefit shareholders and result in a more effective workplace...2019-10-0944 min
Lipper Alpha Insight - Fund Manager ChatLipper Fund Selector Forum 2019: Talking ESG–Chris Welsford, Ayres PunchardAt the recent Lipper Fund Selector Forum 2019 held in London, Chris Welsford, Managing Director and founder of wealth manager, Ayres Punchard, sat on the "ESG and the Fund Distribution Chain" panel. We caught up with Chris after event in this short "vox pop" video where he outlined some of his key considerations in assessing and selecting funds and building portfolios on an ESG basis. He also outlined his views on the key difference between "ethical" and ESG investing. The full video of the panel can be watched here. About Chris Welsford ...2019-09-2703 min
State of Identity Podcast Series by LiminalRefinitiv Partners with Trulioo to Power New Digital ID SolutionHost: Cameron D’Ambrosi: Principal, Client Services – OWILinkedin Twitter Guests: James Mirfin: Global Head of Digital Identity and Financial Crime, Refinitiv Linkedin Zac Cohen: General Manager, Trulioo Linkedin Links:Trulioo Refinitiv The post Refinitiv Partners with Trulioo to Power New Digital ID Solution appeared first on One World Identity.2019-09-1220 min
Lipper Alpha Insight - Fund Manager ChatVideo: ESG & the Fund Distribution Value Chain–Lipper Fund Selector Forum 2019On July 3, 2019, Refinitiv hosted the fifth Annual Lipper Fund Selector Forum at Canary Wharf. The final panel of the morning was "ESG and the Fund Distribution Value Chain." The panel considered the influence of ESG throughout the mutual fund value chain from product manufacturer, gatekeeper, and fund distributor. It outlined how ESG criteria are able to add value for end investors without compromising potential returns. The panelists were: Mona Shah, Director – Investment Strategy & Research, Stonehage Fleming Chris Welsford – Managing Director, Ayres Punchard Investment Management Craig Bonthron – Equities Investment Manager, Kames Capital In this video of...2019-09-0940 min
Lipper Alpha Insight - Fund Manager ChatLipper Fund Selector Forum 2019: Talking Funds–Richard Philbin, WellianAt the recent Lipper Fund Selector Forum 2019 held in London, Richard Philbin, CIO of Wellian Investment Solutions, sat on the "Future of Fund Selection" panel. We caught up with Richard after event in this short "vox pop" video where he outlined some of his consideration in choosing funds for his clients. He also outlined his sell discipline and explains how he goes about building portfolios for his clients. About Richard Philbin Richard is one of the UKs best known Multi-Manager investors and has previously been AA rated by OBSR, Citywire and S&P.2019-09-0302 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Keith Skeoch, CEO–Standard Life Aberdeen PLCIn this #FundManagerChat podcast, Keith Skeoch, CEO of Standard Life Aberdeen Plc, [SLA.L] discusses a wide range of issues currently influencing its business. Keith addresses the fund outflows and performance issues outlined SLA's recent half-year results and discusses the elements of its core business which are performing well. Keith also discusses the blend of SLA's business and how core and other listed assets are influencing key strategic decision making. Additionally, this interview covers the subjects of fee compression, cost cutting, geopolitical risks as well as some of the key opportunities Keith sees...2019-08-3017 min
Lipper Alpha Insight - Fund Manager ChatLipper Fund Selector Forum 2019: Talking Diversity with Bev Shah, City HiveAt the recent Lipper Fund Selector Forum 2019 held in London, Bev Shah, founder and CEO of City Hive sat on the "Diversity Dividend" panel. We caught up with Bev after the event in this short "vox pop" video where she outlined her motivation in forming City Hive, how City Hive is increasing awareness about diversity in the asset management industry and the opportunities in creating more diversity in the industry. About Bev Shah Bhavini ‘Bev’ Shah is Founder and CEO of City Hive – A Network for Change. Prior to founding City Hive in 2016, Bev ga...2019-08-2704 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: North American Dividend Income–John Weavers, M&GIn this #FundManagerChat podcast, John Weavers, Manager of the M&G North American Dividend Fund outlines the case for U.S. dividends. John reveals the philosophy and process of underpinning his fund and explains how "Dividend Achievers" have been able to produce superior returns to the S&P 500. John also considers the types of opportunities he is finding in a market that is dominated by the noise of the China/ US trade war. He explains why he currently likes the U.S. healthcare sector and the payments industry. He also shares his views on the...2019-08-1616 min
Lipper Alpha Insight - Fund Manager ChatVideo: Future Directions for Fund Selection - Lipper Fund Selectors Forum 2019On July 3, 2019, Refinitiv hosted the fifth Annual Lipper Fund Selector Forum at Canary Wharf. The first panel of the morning was "Future Directions for Fund Selection." In this video of the session, Jake Moeller, head of Lipper UK & Ireland Research at Refinitiv moderates a panel of fund selectors who outline their views on the changing nature and increasing prominence of fund research in light of the recent high-profile travails faced by Woodford Investment Management, increasing regulation and higher levels of scrutiny in the market. Panelists discussed their selection process, what makes a good fund investment...2019-08-1344 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Global Small Cap Equities: KempenIn this #FundManagerChat podcast, Jan Willem Berghuis and Maarten Vanken from Kempen and managers of the Kempen Global Small Cap Fund outline the case for global smaller company equities. Jan Willem and Maarten introduce the process and philosophy of their fund and outline how they distill a large stock universe into a compact and manageable portfolio. They explain the drivers of the fund's performance and reveal how despite its value bias, the fund has managed to out-perform in periods with differing market drivers. Jan and Maarten also discuss the importance of ESG criteria in the f...2019-08-0110 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Emerging Europe Equities, Aziz Unan–Mori CapitalIn this #FundManagerChat podcast, Aziz Unan, founder of Mori Capital and manager of the Mori Ottoman Fund and the Mori Eastern European Fund outlines the case for Emerging European equities. Aziz outlines the unique opportunities of his investment universe and discusses some of the risks inherent in Emerging Europe equities. He provides an outline of how his portfolio is currently positioned, why he is overweight Turkey and why he is currently holding a significant amount of cash in this portfolio. He also outlines the possible implications to his portfolio due to U.S. interest rate...2019-06-2018 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Global Senior Secured Bonds, Chris Sawyer–BaringsIn this #FundManagerChat podcast, Chris Sawyer, manager of the Barings Global Senior Secured Bond Fund, outlines his case for this asset class. Chris discusses how senior secured bonds differ to broader high-yield bonds and examines how their place in a company's capital structure affects their performance characteristics. He also outlines factors influencing his regional and sector positioning and explains his portfolio composition in the current interest rate and macroeconomic environment. Chris also considers the positioning of the business and credit-default cycle and how the extra protection offered by secured bonds may have been overlooked by t...2019-05-3013 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Diversity in Asset Management, Bev Shah - CEO, CityHiveIn this #FundManagerChat podcast, Bev Shah, founder and CEO of CityHive, discusses the current state of diversity and inclusion in the asset management industry. Bev explains how she came about to found the CityHive initiative and outlines how asset management firms can benefit from increasing workplace levels of diversity and inclusion. Bev considers the types and levels of meaningful change that the industry needs to adopt in order to improve their corporate scorecards. She also explains the importance of the role of education in encouraging a more diverse pool of potential asset management employees. 2019-05-1716 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Frontier Markets Outlook–James Johnstone, RWC PartnersIn this #FundManagerChat podcast, James Johnstone, of RWC Partners and lead fund manager of the newly founded RWC Next Generation Emerging Markets Equity Fund explains the key investment theses underpinning frontier markets in 2019. James considers how frontier markets should be differentiated against broader emerging market equities and the unique characteristics and opportunities they offer an investor. He outlines how RWC's thematic overlay contributes to the portfolio composition of his fund and where this is leading him for his stock selection ideas. James also outlines his current regional preferences in the portfolio, areas of the market...2019-04-2314 min
Lipper Alpha Insight - Fund Manager ChatUK Lipper Fund Awards 2019: Fund Manager Chat - Chris Bowie, TwentyFour AMAt the recent 2019 UK Lipper Fund Awards in London, TwentyFour Asset Management was the winning firm in the Absolute Return GBP Low category for 3 years. During the event, Jake Moeller, Head of Lipper UK and Ireland Research at Refinitiv caught up with Chris Bowie, the manager of the TwentyFour Absolute Return Credit Fund. In this short video interview, Chris outlines the factors contributing to his success. He outlines some of the challenges he faced in bond markets in 2018 and reveals some of the key factors contributing to his current portfolio positioning. About Chris Bo...2019-04-0502 min
Lipper Alpha Insight - Fund Manager ChatLipper Announcement – Enhancement of Global Fund ClassificationsFor over 40 years Lipper has been the go to source for independent content, analytics and research covering investment funds. As the fund industry evolves, our aim is to ensure we remain relevant and reflect the latest product and market trends so that our customers can continue to make meaningful “like for like” comparisons across funds. To this end, Lipper is pleased to announce a significant upgrade of its proprietary Global classifications in response to these trends and client feedback. Please see the attached video for an outline of the changes. Lipper and Refinitiv cust...2019-03-1904 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Opportunities in High Yield Bonds - Mike Scott, Man GLGIn this #FundManagerChat podcast, Mike Scott, lead fund manager of the Man GLG High Yield Opportunities Strategy explains his investment case for global high-yield bonds. Mike outlines how he is finding opportunities in global high-yield bond markets in the face of quantitative distortion by central banks, geopolitics and inflationary expectations. He discusses his current geographical preference for European and UK credit, how high-yield credit can still diversify against equities and how he believes he can continue to meet his performance target. Finally, Mike reveals some of the key issues that investors may be overlooking when de...2019-03-0515 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: The Outlook for Global Bonds–Pilar Gomez-Bravo, MFS Investment ManagementIn this #FundManagerChat podcast, Pilar Gomez-Bravo, Director of Fixed Income Europe at MFS Investment Management and lead manager of the MFS Meridian Funds Global Opportunistic Bond Fund sets out her case for global bonds. Pilar outlines how she is finding opportunities in global bond markets in the face of quantitative distortion, geopolitics and inflationary expectations. She discusses how her portfolio is positioned to take advantage of structural drivers she believes will keep bond yields down such as demographics, technology, the debt overhang and the Asian savings glut. Pilar also reveals how her fund has benefited from...2019-02-1317 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: 2019–Challenges for the Mutual Fund Industry–Jonathan Willcocks, M&G InvestmentsIn this #FundManagerChat podcast, we chat with Jonathan "Joffy" Willcocks, Global Head of Distribution at M&G Investments. Joffy outlines the key challenges and opportunities the mutual funds industry faces in 2019 and discusses some of the material trends and issues driving both investors' and firms' decision making. These include, regulatory pressures, product and market trends, fund flow and fee pressures, market volatility as well as technology disruption and firm consolidation. He also examines the potential future evolution of mutual fund providers, the importance of ESG and firm diversity and outlines why he is optimistic about t...2019-02-0419 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: The Mutual Fund Startup Revisited - Havelock London CEO, Matthew BeddallThis #FundManagerChat revisits startup mutual fund house Havelock London and reviews the LF Havelock Global Select Fund five months after launch. We first met Matthew Beddall, the CEO of Havelock London in February 2018 in a podcast. Here, he outlines some of the work that goes into launching a new mutual fund, discusses how his fund is positioned and reviews the unique "data science" process the fund uses to identify value in stocks. Matthew also outlines the typical style bias the fund has and provides a potential outlook for his portfolio in 2019. Ru...2019-01-2814 min
Lipper Alpha Insight - Fund Manager ChatLipper Alpha Expert Forum 2018: Macroeconomic Panel–A View to 2019How should investors position their portfolios for 2019? In this video from the Lipper Alpha Expert Forum 2018, a panel of high profile economists and investment strategists assessed the key macroeconomic influences of 2018. They then summarised the material issues that investors might consider as we move into 2019. The key points include: The outlook for inflation and global growth The effects of quantitative tightening and interest rate policy Regional opportunities in equities and bonds Potential macroeconomic risks and headwinds Summary of geopolitical risks The panellists are Shamik Dhar, Chief Economist at BNY Mellon Investment Management; Andrew Milligan, Head o...2018-12-3146 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Emerging Market Equities - Andrew Dalrymple, Aubrey CapitalIn this #FundManagerChat podcast, Andrew Dalrymple, fund manager of the Aubrey Global Emerging Markets Opportunities Fund at Aubrey Capital discusses why investors should keep their nerve in light of recent volatility in emerging market (EM) equities. In a fund that invests mainly in consumer facing stocks, Andrew outlines his preferred regions, discusses his views on relative valuations and shares his views on some of the "big-picture" macro events which are continuing to shape EM markets. Running Order Run Time Topic 00:20 What do you make of the fortunes of EM in 2018? 01:25 With the structural changes...2018-12-1709 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: The Case for U.K. Gilts– David Zhan, Franklin Templeton InvestmentsIn this #FundManagerChat podcast, David Zahn, Head of European Fixed Income at Franklin Templeton Investments, and manager of the Franklin U.K. Gilt Fund, puts forward the case for U.K. gilts. David outlines the opportunities an increasingly volatile environment is revealing for active gilt fund managers. He also looks at some of the key issues that are likely to affect the market as we move into 2019. These include quantitative tightening, global interest rate differentials and more locally, the potential impact of Brexit-related issues. Running Order Run Time Topic 00:22 Why are you keen on...2018-12-1110 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: European ex UK Equities–Tim Crockford, Hermes Investment ManagementIn this #FundManagerChat podcast, Tim Crockford, fund manager at Hermes Investment Management, outlines the objectives and philosophy of his Hermes European ex UK Equity Fund. Tim also discusses where he is currently looking for opportunities in the European equities market, what areas he is avoiding, and how his portfolio might be affected by current market developments. Running Order Run Time Topic 00:20 Tell us about the objective and philosophy of the Hermes European ex UK Equities Fund. 01:15 What is the "thematic framework" you use at Hermes Investment Management? 02:20 Where are you finding opportunities in Europe at...2018-12-0310 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Macroeconomic Outlook 2019, Shamik Dhar, Chief Economist–BNY Mellon IMIn this podcast, Shamik Dhar, Chief Economist at BNY Mellon IM provides a summary of the macroeconomic issues he considers most material in 2018 and discusses how this is formulating his views as we move into 2019. Shamik also outlines some of the key issues and risks investors might consider in the New Year. Running Order Run Time Topic 00:20 What is your economic assessment of 2018 so far? 00:50 What do you see as the potential materially influential economic factors for 2019? 01:55 Where are we in the economic cycle? Are we "late cycle"? 02:50 Where do investment opportunities lie? 04:00 What...2018-11-2606 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Macro Update Q4 2018 with Patrick Armstrong, CIO-Plurimi Investment ManagementIn this podcast, Patrick Armstrong, CIO at Plurimi Investment Management provides an summary of the macroeconomic issues he considers most material in 2018 and outlines the factors he is currently considering as we move into 2019. Patrick also outlines some of the positions he currently holds in his portfolio. Running Order Run Time Topic 00:20 What have been the material macro factors influening your fund decision making in 2018? 01:22 Do you see ongoing volatility as a returning characteristic of the market? 02:20 What do you think the impact of the US/ China Trade War will be? 03:50 Where are we...2018-11-1906 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: The (R)evolution of Exchange Traded Funds, Hector McNeil, HANetfIn this podcast, Hector McNeil, co-Founder and Co-CEO of U.K. based HANetf, provides a fascinating insight into the historical evolution of the exchange traded traded funds (ETFs) market in Europe. Hector outlines the importance of ETFs to smaller fund groups and how they, as a fund wrapper, allow them to come to market quickly and cost effectively. He also examines the benefits of the ETF structure to the end investor as well as considering the new types of ETF product that are coming to market. Finally Hector considers what types of ETF products we...2018-11-0515 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: UK Equities–Scott McKenzie, Saracen Fund ManagersIn this podcast, Scott McKenzie, fund manager at Saracen Fund Managers provides an overview of the philosophy and process behind the TB Saracen UK Equity Alpha Fund and outlines his views on the state of the U.K. equities market. Scott introduces boutique firm Saracen, reveals the current positioning of his fund and outlines some stock examples in the portfolio. He also considers some of the opportunities and challenges investors face in the U.K. market today how British companies are dealing with some of these challenges. Running Order Run Time Topic 00:20 Please outline...2018-10-2509 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: UK Equity Income - Steve Magill, UBS Asset ManagementIn this podcast, Steve Magill, fund manager at UBS Asset Management provides an overview of the philosophy and process behind the UBS UK Equity Income Fund and provides a comprehensive overview of of the asset class in the current market. Steve discusses recent performance of the fund, its current positioning and outlines some stock examples in his portfolio. He also considers some of the opportunities and challenges investors face in obtaining reasonably priced equity income today. He also explains why he believes that value-style managers may about to experience some beneficial tailwinds.2018-10-1209 min
Waters WavelengthEpisode 140: Web Data Extraction & Refinitiv UpdateThis week, Octavio Marenzi, co-founder and CEO of Opimas, joins the podcast to look at how capital markets firms are incorporating web-scrapping tools in their investment processes, and examines some of the key challenges they face. But before that, with the Blackstone-led consortium’s acquisition of Thomson Reuters’ Financial & Risk business closed, Anthony and James talk about what might be ahead for the newly renamed Refinitiv.
2:30-11 A look at Refinitiv.
11:30 In a recent report, Marenzi and his colleague Anna Griem looked at the web data extraction market. He explains why they thought this would be an interesting sector to exam...2018-10-0530 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Alex Ross, Premier Pan-European Property Share FundIn this podcast, Alex Ross, fund manager of the Premier Pan-European Property Share Fund, provides an overview of the philosophy and process behind his fund and gives a detailed outlook for European property shares. Alex outlines the benefits of listed property for an investor portfolio, examines some of the challenges and opportunities present in the asset class and explains how he is positioning his portfolio for the remainder of 2018. Running Order Run Time Topic 00:20 Outline the philosophy and objective of the Premier Pan-European Property Share Fund 01:13 What particular expertise does Premier have in this a...2018-09-1114 min
Lipper Alpha Insight - Fund Manager ChatLipper Fund Selector Forum 2018: Fund Selection & the Due-Diligence ImperativeAt the recent Lipper Fund Selector Forum 2018, Jake Moeller, Head of Lipper UK & Ireland Research, chaired the keynote panel with Lucy Walker, Head of Third Party Funds at Sarasin & Partners, Victoria Hasler, Head of Fund Research at Square Mile Consulting and Tony Yousefian, fund analyst at FundCalibre. This panel covers the key due-diligence considerations that fund selectors address in their assessment of mutual funds. It is essential viewing for anybody who needs to understand how fund selectors operate and the current issues facing the fund industry today. Lipper is grateful to the Chartered Institute of Se...2018-08-3150 min
Lipper Alpha Insight - Fund Manager ChatLipper Fund Selector Forum 2018: European Fund Flows PresentationAt the recent Lipper Fund Selector Forum, Head of EMEA Research, Detlef Glow, outlined the trends in the pan-European mutual funds market for the period to the end of May 2018. In this presentation, Detlef explains what fund categories are proving popular with investors, which are not and which fund groups are selling well. Detlef also examines the split of investments between active and passive vehicles in Europe and provides an overview of current fund sector preferences. The full Lipper European Fund Flow Report for June 2018 can be accessed via this link. Running order2018-08-1725 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Multi-Index, Justin Onuekwusi, LGIMIn this podcast, Justin Onuekwusi, fund manager with Legal & General Investment Management's (LGIM) Multi-Asset team, provides an overview of the philosophy and process behind LGIM's Multi-Index fund proposition. He outlines the important role a fund-of-funds structure can play for an investor and provides an overview of how his portfolios are currently positioned. Justin also shares his views on the global macro outlook and outlines his views for global equities, credit, interest rates and inflation. He examines how he is finding reasonably priced yield for his clients, where he sees global investment opportunities and shares some o...2018-08-0815 min
Lipper Alpha Insight - Fund Manager ChatLipper Podcast: Views from an Australian Wealth Manager - Richard Byrnes - RBA Financial Group In this podcast, Richard Byrnes, founder and principal of Australian-based financial planning company, RBA Financial Group, discusses issues facing the Australian financial planning industry. Richard shares his views on the Australian mutual funds industry, outlines how he selects mutual funds for his client base and reveals some of his preferred fund groups. He also discusses how he manages his clients' investment expectations, the increasing importance of ethical considerations in investing, and provides his assessment for the future of financial planning in Australia. He also discusses the current Royal Commission in Financial Services and outlines some...2018-07-2611 minLipper Alpha Insight - Fund Manager ChatLipper Fund Selector Forum 2018: Diversity in Financial Services PanelThe financial services industry is one often indicted for a lack of employee diversity. At the recent Lipper Fund Selector Forum, Jake Moeller moderated a panel which examined this issue. The full panel is showcased here. Jake was joined by Bev Shah, founder and CEO of CityHive; Maike Currie, Investment Director at Fidelity; and Natalie Kenway, Deputy Editor at Investment Week. The panel outlined the importance and benefits of improving gender, sexuality, ethnicity, disability, and age diversity. Key points included: “Group think” is a huge risk to companies; improved diversity reduces this. Cognitive diversity shou...2018-07-2547 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Global Listed Infrastructure - Ben McVicar, Magellan Asset Management In this podcast, Ben McVicar, portfolio manager at Australian-based Magellan Asset Management, provides an overview of the philosophy and process behind Magellan's infrastructure proposition. He outlines the importance of global infrastructure securities in diversifying an investor portfolio, he examines the issue of liquidity in the markets and how listed infrastructure has matured as an asset class since the global financial crisis. Ben provides an outlook for the asset class, outlines the potential tailwinds and headwinds it may face, and how Magellan is positioning its portfolio as a result. Running Order Run Time To...2018-07-1916 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Australian Equities - Rhett Kessler, Pengana CapitalIn this podcast, Rhett Kessler, fund manager of the Pengana Australian Equities Fund at Pengana Capital, provides his current views on the state of Australian equities. Rhett discusses the personal philosophy which drives the stock selection process of his highly concentrated portfolio. He outlines the key factors for his stock selection process, highlights where he is currently finding value for his investors, and how he uses cash as a portfolio management tool. Rhett also outlines the fund performance over the last 12 months and and discusses some of the potential headwinds facing Australian equities. ...2018-07-0210 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Emerging Market Equities - Gary Greenberg, Hermes Investment ManagementIn this podcast, Gary Greenberg, head of Emerging Markets (EM) at Hermes Investment Management and manager of the U$4.4 billion Hermes Emerging Market Equities Fund provides his current views on the state of EM markets. Gary outlines where he is currently finding value for his portfolio and the key factors for his stock selection process. He highlights some of the macro "noise" that he believes may be distracting investors and points out the headwinds that are most significant for him. He also outlines issues around liquidity, capacity and how ESG considerations formulate part of his investment process.2018-06-2211 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Richard Elmslie, co-Manager, Legg Mason IF RARE Global Infrastructure Income Fund2018-06-1810 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Aberdeen Standard Investments in Australasia, Brett Jollie, Managing DirectorFollowing our recent podcast with Martin Gilbert, co-CEO of Standard Life Aberdeen PLC, we meet with Brett Jollie, the Managing Director of Aberdeen Standard Investments in Australasia, who outlines the Australian operation of the British-based fund manager. In this podcast, Brett discusses the particular nature of the A$2.8 trillion Australian investment market, and outlines the specific manufacturing capabilities and the nature of his firms distribution in the region. Brett also illustrates the opportunities which exist as a result of Australia's established compulsory pension regime, which product expertise is most popular and the impact the Standard...2018-05-2909 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Low Carbon Strategies: Dom Giuliano, Magellan Asset ManagementIn this podcast, Dom Giuliano, Deputy CIO of Magellan Asset Management outlines the philosophy and positioning of Magellan's Global Low Carbon Strategies. He explains how this portfolio fits in within the framework of traditional ESG and ethical funds, and why low carbon strategies are becoming increasingly popular with institutional investors. He outlines the unique risks contained in this strategy and examines where stock opportunities present themselves. He also explains how passive solutions in this area may potentially lead to the inclusion of stocks incompatible with a genuine low carbon strategy. Dom also provides a broad o...2018-05-1414 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Neptune Global Alpha Fund, Robin Geffen & James DoweyIn this podcast, Robin Geffen, CEO of Neptune and manager of the Neptune Global Alpha Fund and James Dowey, CIO and Chief economist of Neptune, outline the philosophy and positioning of this portfolio. They outline why they have chosen a fully flexible mandate for this proposition and how this has resulted in the preservation of capital in periods of material draw down. They also provide context behind their current equities preferences and the areas of the market they are actively avoiding in a world where low interest rates have distorted the course of natural market forces. 2018-04-2717 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Multi-Asset Strategy - Tony Finding, Fund Manager M&G Episode Allocation Fund In this podcast, Tony Finding, co-manager of the M&G Episode Allocation Fund outlines his fund philosophy and discusses the benefits of a diversified portfolio in a complex "late-cycle" environment. He outlines his comparatively high level of equities exposure, areas of the market he is avoiding, and explains why he is holding 20% cash in his portfolio. He shares his views on the current macroeconomic environment, outlines how he has responded to the recent bouts of volatility in Q1 2018, and examines the potential "perfect storm" environment for multi-asset investors. About Tony Finding...2018-04-2411 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: European Equities - Graham Clapp, RWC PartnersIn this podcast, Graham Clapp, fund manager of the RWC Continental European Equity Fund introduces his recently launched fund and outlines its philosophy and process. He discusses his current portfolio positioning, the opportunities he is seeing in European stock markets and examines some of his portfolio biases in mid-cap, technology and Spanish stocks. Graham also shares his outlook for European shares and discusses the potential headwinds that might arise in the region in 2018. Graham is chatting with Jake Moeller, Head of Lipper UK and Ireland Research, at Thomson Reuters in London, on March 5, 2018.2018-04-0614 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Global Emerging Market Debt - Penny Foley, TCW FundsThomson Reuters Lipper data reveals robust flows into Emerging Market (EM) debt funds. In 2017, the asset class saw some U$50 billion of net inflows with total AUM increasing in hard currency funds by 46% since 2013. In this podcast, Penelope Foley, fund manager of the TCW Emerging Markets Income Fund & the TCW Emerging Markets Local Currency Income Fund explains why she sees a reasonably sanguine outlook for the asset class in 2018. She discusses what is attracting investors to EM debt, the durability of supportive structural changes in EM markets, yield expectations and the potential consequences to...2018-03-2810 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Martin Gilbert, CEO - Standard Life Aberdeen PLCFollowing the ground-breaking merger of Aberdeen Asset Management and Standard Life Investments in August 2017, co-CEO of the new entity, Martin Gilbert gives an update on how the merger has bedded down. In this podcast, he discusses how the firm is addressing some of the challenges posed by recent net fund flows and asset retention. He outlines the new partnership with Virgin Money, the relationship with Lloyds Bank and the sort of potential acquisitions the firm might assess in the future. Martin also discusses the challenges posed to the funds industry and what active managers need...2018-03-2115 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Challenges in the UK & European Funds Management - Steve Kenny, Kames CapitalIn this in-depth podcast, Steve Kenny, Director of Wholesale Business at Kames Capital, examines some of the complex and difficult business challenges currently facing the U.K. and European mutual fund industry. 2017 was a year where many fund groups were dealing with Mifid 2 implementation, but there is also a raft of other regulatory considerations facing fund groups. The uncertainty posed by Brexit makes the issue of pan-European fund distribution yet more complex. Mr. Kenny considers these issues within the framework of ongoing fund house and distributor consolidation, fee compression, costs and customer transparency. He also...2018-02-2715 min
Lipper Alpha Insight - Fund Manager ChatLipper Fund Vlog: Jake Moeller invites you to UK Lipper Fund Awards 2018Jake Moeller, Head of UK & Ireland Research at Thomson Reuters Lipper invites you to join him and winning funds at the UK Lipper Fund Awards on Wednesday March 14, 2018 in London. The Thomson Reuters Lipper Fund Awards recognize funds that have managed returns and volatility favourably compared with their peers over time. Join Jake and celebrate excellence with funds managers and firms who have added exceptional value for their investors. Register to attend here Disclaimer: This material is provided for as market commentary and for educational purposes only and does not constitute investment re...2018-02-2101 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Jon Gumpel - Brooks Macdonald Defensive Capital FundIn this podcast, Jon Gumpel, co-founder of U.K.-based investment management firm, Brooks Macdonald, outlines the Brooks Macdonald Defensive Capital Managed Fund. In an environment of rising interest rates, and the withdrawal of quantitative easing, Jon examines how the philosophy of this absolute return vehicle facilitates potentially better risk-adjusted outcome for investors concerned about higher levels of market volatility. Jon examines the types of opportunities Brooks Macdonald seeks for this portfolio, what performance outcomes investors should expect from the fund, and how Brooks Macdonald have been investing in the recent bout of market volatility.2018-02-2016 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Alex Araujo - M&G Listed Global Infrastructure FundU.K.-based fund house, M&G Investments, launched the M&G Listed Global Infrastructure Fund in October of 2017. In this podcast, its fund manager, Alex Araujo, outlines the philosophy and process of the fund, the expertise of M&G has in this area and argues the case for listed infrastructure within a client portfolio. Alex also considers the yield potential of the asset class, its diversification benefits and how the global listed infrastructure market has evolved since 2008. He discusses the recent Carillion collapse and where listed infrastructure stands within the ESG and passive investing framework. Finally...2018-02-1314 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: The Mutual Fund Start-Up. Matthew Beddall, CEO - Havelock LondonIn this podcast, Matthew Beddall, CEO and co-founder of the recently formed boutique fund manager, Havelock London, outlines the objectives and processes that underpin his soon-to-be-launched fund. The Havelock process promises to be a unique blend of intensive and highly focused data mining and analysis which will create an actively managed and concentrated portfolio of stocks with a value bias. In a highly volatile and consolidating fund market, Mr Beddall outlines the challenges - and opportunities - of launching a boutique operation in 2018. He explains how he expects his small, but highly qualified team to...2018-02-0609 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Keith Wade - Chief Economist, SchrodersIn this podcast, Keith Wade summarises a "remarkable" year from a macro-economic perspective and outlines how we might make sense of these events. He also reviews the potential market impacts of the US election results and outlines what investors should consider heading into 2017. Following his panel appearance at the recent Lipper Alpha Expert Forum in London, Keith Wade, Chief Economist at Schroders, sits down with Jake Moeller, Head of Lipper UK & Ireland Research Thomson Reuters on November 16, 2016. About Keith Wade Keith Wade is Schroders’ Chief Economist based in London. He leads th...2018-01-2405 min