This archive contains online video covering varied topics such as market and industry insights, investment trends, regulation, professional development and training, and relevant product information; these videos are exclusive to our members.
This presentation by Rachel Vinton from our November 2016 Masterclass in London, explored the case for alternative investment strategies. In challenging times such as these, characterised by uncertainty, low returns, low rates and unstable correlations, this showed how alternative investment strategies can offer a source of stable absolute returns with downside protection, lower volatility reducing equity risk, and enhance the return profile of portfolios with broad diversification.
This is only available to FEIFA members and therefore a password is required to view this video presentation, please email info@feifa.eu if you do not have this.
Uploaded 30/11/16
This presentation by Richard Turner from our November 2016 Masterclass in London, identified and helped delegates understand global investment megatrends, not least aiding appreciation of the significance of climate change and carbon risk as investment issues. It also considered the financial impact of material environmental, social and governance factors concluding with a recognition of why a sustainable investment approach has the potential to generate alpha.
This is only available to FEIFA members and therefore a password is required to view this video presentation, please email info@feifa.eu if you do not have this.
Uploaded 30/11/16
Many investors buy or sell investments at the peaks and troughs of the cycle – as investors’ psyche often overpowers rational thinking during times of stress, whether that stress is a result of euphoria or fear. This presentation by Daragh O’Sullivan from our November 2016 Masterclass in London, explained how and why we’re all subject to psychological and emotional pulls when it comes to our finances – and how investors can avoid both the euphoric and depressive investment traps. The presentation also demonstrated how multi-asset investing can help achieve the appropriate balance between capital preservation and capital appreciation.
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Uploaded 30/11/16
Based on its White Paper and Future Fit programme, OMI’s presentation by Michael Leeson from our November 2016 Masterclass in London, helped increase appreciation of how the combination of regulatory convergence and shifting client expectations is creating new opportunities for international advice, and how advisers and firms can capitalise on this by creating their own blueprint for success.
This is only available to FEIFA members and therefore a password is required to view this video presentation, please email info@feifa.eu if you do not have this.
Uploaded 30/11/16
Information provided under the Common Reporting Standards (Auto-Exchange of Information) and FATCA may include everyone’s data (including the deceased). Information exchanged with one country is then available for passing on to unrelated CRS partners. David Traill from Legacy Trust showed in our November 2016 Masterclass in London, that all is not lost with some careful, detailed planning; touching on some advantages of looking at Hong Kong as the place to base a client’s pension.
This is only available to FEIFA members and therefore a password is required to view this video presentation, please email info@feifa.eu if you do not have this.
Uploaded 30/11/16
In this video from our Spring Conference 2016 Tom Milnes, Business Development Director at Investec Wealth and Investment, discusses the results of a recent survey sent to all FEIFA member firms. He highlights the outcomes from the peer review, what themes can be derived from the survey and how due diligence and flexibility seem to be the key to protecting your business.
This is only available to FEIFA members and therefore a password is required to view this video presentation, please email info@feifa.eu if you do not have this.
Uploaded 22/06/16
In this video from our Spring Conference 2016 Eugene Philalithis, Portfolio Manager at Fidelity Solutions, provides an overview of delivering outcome in an uncertain world and their approach to mulit asset income. He discusses the importance of meeting client needs, solutions capabilities and philosophy that adds value to income outcomes, management of the asset classes and risk through the different stages of the cycle.
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Uploaded 15/06/16
In this video from our Spring Conference 2016 Neil Finlay, Product Specialist at Investec Asset Management, discusses ‘quality’ and provides an overview of the benefits of focussing on a quality approach to investing.
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Uploaded 07/06/16
In this presentation from our Spring Conference 2016 Chris Skelhorn, Head of Distribution at Novia Global, provides an overview of the new international platform the company have launched in the past six months.
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Uploaded 30/05/16
In this presentation from our Spring Conference 2016 David Lloyd-Nolan, Senior Fixed Income Specialist at Aberdeen Asset Management, discusses European high yield and explains how high yield can actually work for you at this moment in time.
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Uploaded 23/05/16
In this presentation from our Spring Conference 2016 Stephen Deane, Portfolio Manager at Henderson Global Investors, discusses the benefits of an ‘all emerging markets’ non-index, long term approach and why the higher risk nature of the asset class requires a specific approach with high-quality companies and capital preservation at its core.
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Uploaded 17/05/16
In this presentation from our Spring Conference 2016 Paul Forman, Director and Head of Sales (UK & EU) at Momentum Pensions, discusses pensions simplification ten years on. He highlights key considerations for QROPS and UK SIPP’s for expatriates and discusses the transfers of Safeguarded Benefit Schemes.
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Uploaded 12/05/16
In this presentation from our Spring Conference 2016 David Coombs, Head of Multi-Asset Investments at Rathbones, discusses how current macro events are affecting world-wide investor sentiment and how Rathbones is responding to the threats, as well as identifying the opportunities created by the volatility.
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Uploaded 08/05/16
In this video, Michael Fordham – Managing Director at Platform One – looks at how RDR has shaped IFA business models in the UK and what lessons might be learnt for European-based advisers.
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Uploaded 21/07/15
In this video, Joe Le Jehan – Fund Manager of the Multi-Manager team at Schroders – gives his macroeconomic views and how they incorporate these into their portfolios.
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Uploaded 21/07/15
In this video, Tim McEwan – A Consultant at Henderson – looks at the notion of followership strategy.
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Uploaded 11/07/15
In this video, John Bennett – Director of European Equities at Henderson – looks at the importance of cash flow analysis within the stock selection process, and how this translates into potential in European equities.
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Uploaded 27/06/15