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39 Total results for product and free and sample content found

EPFR - fund flow & allocations data, Zephyr P...

Informa’s State of the Markets Roundtable

Informa’s State of the Markets Roundtable

Our Financial Intelligence leaders discuss ‘Sectors to watch, and investing opportunities’ Our team discuss whether we are looking at a rebound or recovery scenario as we move through 2021, what to watch out for in China, the record spending proposed by Biden and the potential impact of what this spend ends up buying, their thoughts on inflation, and more…

Topic Industry News

Financial Institution Pricing Data

Unsecured Personal Lending in the US in Q1 2021 – Have We Turned the Corner?

Unsecured Personal Lending in the US in Q1 2021 – Have We Turned the Corner?

With real-time, transaction level data from our consortium, we looked into where exactly we are, and with some clues on where we’re going.

Topic Industry News

BankTrends - Banking Analytics

5 reasons to use WARM for CECL – Credit Union Session

CU Webinar

Watch our demo with guest speaker Josh Juergensen from CLA, as we show you how our CECL Toolkit works. We discuss CECL methodology, and the 5 reasons to use the WARM method as we walk you through a live demo of our solution.

Topic Industry News

BankTrends - Banking Analytics

5 reasons to use WARM for CECL – Bank Session

CECL Webinar

Watch our demo with guest speaker Josh Juergensen from CLA, as we show you how our CECL Toolkit works. We discuss CECL methodology, and the 5 reasons to use the WARM method as we walk you through a live demo of our solution.

Topic Industry News

Financial Institution Pricing Data

Benchmarking Mortgage Lending – Delivering Value to Members

Benchmarking Mortgage Lending – Delivering Value to Members

Joined by ACUMA and special guest Cory Bland of Navy Federal Credit Union, our FBX mortgage experts discuss how important it is for Credit Unions to affirm their value proposition to their Members. We explore how benchmarking your lending performance can provide insights across functional areas. Do you know if you are priced competitively and if your Application-to-Funding times are optimal? Let’s find out!

Topic Industry News

EPFR - fund flow & allocations data

EPFR's 2021 Q1 wrap - Reflation, Inflation & Volatility

IGM Playbook Strategies

The first quarter of 2021 saw the global reflation vs. inflation story develop. February brought with it a record number of flows into equity funds and as we move through March, our research team continues to compile EPFR-tracked fund flows and allocations data to ascertain whether global reflation will trigger higher-than-expected inflation. During our webinar, our panel of experts recap the data analysis of Q1 2021, and conclude with insight into our most recent ‘volatility’ indicator – which assesses the speed of rotation across - asset classes, countries, sectors, FX currencies, long and short bond duration and, SRI/ESG. - suggesting that volatility is indeed picking up. They also offer their thoughts on the market rebound vs. recovery conundrum– which we believe will gain momentum over the next few months.

Topic Industry News

Digital Banking Research

Webinar Recording: What Does Credit Union Membership Mean in 2021?

Webinar Recording: What Does Credit Union Membership Mean in 2021?

Joined by guest speakers from CUInsight and Digital Credit Union, the team at FBX ran a live panel event to explore: - The challenges Credit Unions face from existing and new competition - Which key membership value points you should be promoting in 2021 - The benefits and experiences that are most important to Credit Union members

Topic Industry News Digital Banking

Zephyr Portfolio Analytics

Be Active Webinar: Spotting and contending with the potential hurdles of ESG investing

Be Active Webinar: Spotting and contending with the potential hurdles of ESG investing

There is no doubt that ESG investing is good morally, but implementing ESG into your client portfolios comes with a new set of challenges advisors need to prepare for as it continues to trend in both headlines and investing. In 2020, investors put a record of $27.4 billion into U.S.-traded ETFs focused on ESG practices, essentially doubling the size of the sector. As an advisor, what should you watch out for and how can you prepare as ESG grows in demand—and as you are asked to align client investments with their values?

Topic Industry News