In the rapidly evolving landscape of investment management, Generative AI and LLMs offer both groundbreaking opportunities and complex risks. These technologies have the capacity to revolutionize decision-making, automate due diligence, and enhance client engagement. However, they also pose significant challenges in terms of compliance, security, and ethical considerations.
Failure to adapt to this transformation will leave firms obsolete, while reckless adoption could result in severe regulatory and financial repercussions. Our upcoming presentation will provide an analysis on how to strategically integrate these technologies, ensuring you remain competitive without compromising on risk management or ethical considerations. The future is here—navigate it wisely to avoid becoming a cautionary tale.
Trainers:
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Blockchain technology provides a decentralised and secure platform for recording financial transactions. In asset management, this can lead to increased transparency, reduced costs, and faster transactions. In practical terms, this may translate to reduced number of servicing partners, quicker settlement periods, lower costs and therefore a better overall experience for the investor.
As with all disruptive technologies, blockchain introduces novel opportunities as well as risks. Firms need to carefully consider the technical and regulatory implications before implementing these technologies. The technology may be evolutionary in nature, but the potential impact to our industry can be revolutionary.
Trainers:
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Exchange traded funds (ETFs) have come a long way since they were first launched in 1993, with global ETF assets having surpassed US$10 trillion in 2023. From a niche investment option relative to traditional funds, ETFs have become one of the most popular tools in investors’ portfolios. Innovation is continuing to provide more and more choices for a range of buyers–from first-time investors to professional wealth and asset managers–to choose how they navigate investing in a way that’s convenient for them.
Trainers:
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It is an exciting time to be in asset allocation. Traditional financial theory has found that a vast part of portfolio returns can be attributed to asset allocation, but the environment in which we operate and invest in today is evolving at a rapid and unprecedented pace. Structural changes driven by developments like climate change, geopolitical-led policies, the evolving correlation between traditional asset classes, and technological advancements are amongst the many important factors that are impacting asset allocation decisions and driving long-term returns.
Trainers:
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Our differences are what makes us unique as individuals. For the most part, our industry has embraced the idea that one-size does not fit all when it comes to investing and financial planning.
Yet too many choices can create more challenges, which beckons the question: should investing for a long-term goal like retirement be made more accessible than what it is today?
In this vast and evolving investment landscape, clients are either overwhelmed by the myriad of investment options presented by multiple institutions or are left holding investments that may not serve their needs as they enter a new stage of life. Harnessing the full potential of open-banking and actively embracing digital enablers will be key to creating high quality, comprehensive and customisable financial planning tools and products that can empower individuals to invest for their long-term goals.
Trainers:
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