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31 Total results for product and free and sample content found

IGM FX and Rates

Navigate 2021 with IGM G10 FX Playbook

Navigate 2021 with IGM G10 FX Playbook

IGM introduced their latest offering – the IGM G10 FX Playbook – during this webinar that offers insight on the key market narratives of 2021. Learn more about how to navigate the currency markets through our quantitative signals, as our thought leaders discuss commodities, safe haven plays and fund flow positioning.

Topic Industry News

EPFR - fund flow & allocations data

EPFR's 2020 wrap, and a look ahead to 2021

EPFR's 2020 wrap, and a look ahead to 2021

After more than two decades of tracking mutual fund flows and allocation data, we’ve come to believe that each year, or indeed each time period, has its own special “data signature”. It could be said that 2020 has one of the most unique signatures we've seen in a long time. Our 2020 wrap takes a look at this past year, we discuss the reactions we saw in the fund flows and allocations data to the pandemic, China, the US election, the continued demand for greener investing and more. As we position our sights on the year ahead, we discuss the outlook for ESG, Emerging Markets and Japan...

Topic Industry News

LendersBenchmark™ - Financial Lending Analyti...

Interest Rate Gravity: How Rates (not Coronavirus) Defined Lending in 2020

Interest Rate Gravity: How Rates (not Coronavirus) Defined Lending in 2020

Interest Rates in all shapes and forms take center stage in this webinar. With rates at all-time lows and unemployment at all-time highs, the problem everyone in the financial services space has been dealing with is how borrowers and competitors have shifted their behaviors and strategies to adjust to this new normal. As Warren Buffett once said: “Interest rates are to asset prices what gravity is to the apple. When there are low interest rates, there is a very low gravitational pull on asset prices.” How have rate movements by the Fed and financial institutions driven changes in the value placed on lending both from a borrower’s and lender’s point of view? Join our very own Princeton economist, Rene Segura, as he guides us through a year-in-rate view as we re-visit industry rates across Auto, Home Equity, Mortgage, and Personal Loans to help answer how borrowers (and lenders) are shifting behaviors in this environment; and what signs that may give us for what’s to come in 2021.

Topic Industry News

Zephyr Portfolio Analytics

The New Prospecting Imperative: Expert Advice for Finding and Winning New Assets

The New Prospecting Imperative: Expert Advice for Finding and Winning New Assets

If you’re like most advisors, adjusting to the new socially-distanced reality has impacted many aspects of your practice—but none more than prospecting for new business. Gone are the days of social events and face-to-face meetings that drive new accounts. But in order to succeed, prospecting needs to remain a significant priority if you’re to win new clients today—and get new ones tomorrow. While the pandemic has put a strain on individual health and the global economy, at a business level it is preventing you from having precious facetime with your prospects and clients. In addition, ever increasing competition requires you to “wow” clients and prospects in order to set yourself apart from the competition. In this webinar, we will present efficient and effective ways to set yourself up to win clients looking to make a change—and keep existing clients happy now and in the future. We will examine the client lifecycle from relationship building to exploration to proposal to closed won and loyalty.

Topic Industry News

EPFR - fund flow & allocations data

China: should it be its own asset class?

CSCA Webinar

Join EPFR Director of Research, Cameron Brandt, Forbes Columnist, Kenneth Rapoza and EPFR Manager of Quant Strategies, Steven X. Shen, CQF as they discuss how managers are navigating retail currents, geopolitical reefs, the pandemic tide and rebalanced ballasts, the debate about China’s future as an asset class, and the economic relationship between China and the US in our latest webinar playback. CSCA data, and EPFR Fund and Country Flow data, illustrates the desire of many investors - and some fund managers - to get exposure to China’s growth story with a minimum of direct involvement in China’s retail-driven domestic markets. Foreign listed Chinese shares remain the only group where EPFR-tracked managers are overweight the benchmark and, at times this year, flows have bypassed dedicated China Equity Funds in favour of Greater China and Taiwan Equity Funds.

Topic Industry News

EPFR - fund flow & allocations data, IGM FX a...

Introducing the FX Allocations dataset; achieve predictive power in the FX space

Introducing the FX Allocations dataset; achieve predictive power in the FX space

The final two months of 2020 should resolve what flavour of political leadership the US will enjoy for the next four years and whether the next stage of the UK's relationship with the EU includes a trade deal, as well as providing a better fix on the timing of any COVID-19 vaccines. The answers to these questions will have a major bearing on foreign exchange movements for individual currencies and pairs, such as the pound sterling and euro, linked by geopolitical issues. Our host, Cameron Brandt - EPFR Director of Research, is joined by guests Sayad Baronyan - EPFR Head of Quantitative Research, and Jonathan Cavenagh - IGM Senior Market Strategist to provide their views on these major FX questions. Crucial insight on FX trends | Understand real money market drivers | Compare historical data

Topic Industry News

Digital Banking Research

Webinar: How To Leverage Digital Body Language For Success (Recording)

How To Leverage Digital Body Language For Success (Recording)

FBX and Neuro-ID unveil Human Analytics™, the science behind interpreting online behavior, that when applied, can: - Create seamless and frictionless onboarding journeys - Detect real-time fraudulent application behavior - Recapture what was lost for customers forced to adopt digital With Human Analytics™, you can pinpoint friction points within your forms and processes, to convert more customers and detect real-time fraudulent behavior.

Topic Industry News Digital Banking