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Wealth Management Companies Have Adopted Social Media as a Preferred Advertisement Channel

The advent of social media presents a valuable opportunity for wealth management companies. As internet access and smartphone adoption increase, a growing number of internet users are becoming involved with social networking. Companies are developing their processes to be able to respond to web-oriented consumers. Banks and other wealth management institutions are engaging customers with social media, which is shaping up as a strong channel for promoting new schemes, identifying customer needs and receiving feedback online, as a Trimetric Report.

Companies have started to use social media sites as a marketing tool to communicate with external customers and to promote their products and services. These companies use YouTube and Flickr to post videos relating to products and services, key developments, events and conferences. Online video is an important part of the modern internet landscape, reaching a large number of people in an engaging context that is attractive to marketers and advertisers. Companies are marketing their services by posting presentations and brochures on open sharing platforms such as Facebook and Slideshare. Many have launched their own social networking forums and blogs to connect with customers. The cost-effectiveness and large reach make social media one of most preferred advertisement channels among wealth management companies.

Due to the growth and popularity of online channels, wealth management companies are now expected to deliver a personalized online customer experience through social media tools. The sector today is investing in platforms such as sites, blogs and video sharing to create awareness and to expand their reach.

The ultimate goal of adopting social marketing is to attract new customers and generate increased loyalty across existing customers, which will help companies to increase their revenues and profitability in the long run. Social Media interactions provide companies with a platform to reach out to customers and deal with issues in real time, therefore increasing both the quality of their service and their levels of consumer trust.

Global social media sites continue to dominate the social media landscape; however, local companies are beginning to show signs of resistance and are now competing for a share of the market. Social media has been one of the preferred digital advertisement channels among wealth management companies. Wealth management companies are increasing their investments in analytical tools to understand the consumer behavior.

Social media marketing is gaining in popularity as the companies are using it to inform consumers about their product campaigns and other product launches. The increasing prevalence of the internet and widespread adoption of Smartphones have fuelled social media expansion. Companies have started to use social media sites as a marketing tool to communicate with external customers as well as to promote their products and services.

Facebook, Twitter and LinkedIn have managed to establish themselves across the globe but local social networks continue to play a huge role when it comes to brand awareness and customer outreach. Wealth management firms have still not fully exploited the benefits pertaining to their presence on social networks and are actively seeking more innovative ways to gain followers. Wealth managers, financial advisors and family offices have still not made significant progress in social media due to limited awareness, concern for data security, as well as the legal and reputational risks associated with the media.

Spain: Investors can get used to anything

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España: los inversores pueden llegar a acostumbrarse a todo — Wikimedia CommonsPhoto: European Popular Party (Flickr: EPP Congress Marseille 7592) . Spain: Investors can get used to anything

Maxime Alimi, economist at Axa IM has published a report about Spain’s fiscal sustainability. Spanish fiscal sustainability remains in question. In the first part of his analysis, Maxime Alimi shows that Spanish real GDP growth in the coming ten years is likely to remain low, at about 1.3% on average. This is due to shrinking working-age population, a very gradual decline in the unemployment rate and modest improvements in productivity growth.

Investors seem to have now learned to live in Europe’s new normal: banking crises, political uncertainty and growth disappointments

“This is one lesson we have learned from three years (and counting) of the European sovereign crisis. While the first episodes of the crisis led to unprecedented stress in euro fixed income markets, investors seem to have now learned to live in Europe’s new normal: banking crises, political uncertainty and growth disappointments.

Still, this apparent resilience should not lead bond investors to lose perspective. At the end of the day, what matters is getting your money back, which implies picking solvent issuers. And while markets have calmed down, the fiscal position of most euro-area sovereigns is deteriorating, with budget deficits still large (although shrinking) and debt stocks increasing. Worse, the market’s silence has led to more complacency vis-à-vis deficits: the European Commission has recently approved a new fiscal trajectory for Portugal in 2013- 2015 and the European Semester should reveal similar leniency for Spain, France and the Netherlands, to name but three.

Spain has been at the center of investor concern and remains one large European issuer whose fiscal sustainability is rightly being called into question. This analysis attempts to shed some light on whether Spain will be able to stabilize and eventually lower its debt to GDP ratio over the next ten years.

Fiscal sustainability is a highly complex issue to address due to the large number of moving parts: projecting debt to GDP over time implies assumptions about real GDP growth, prices, primary deficits and interest rates paid. This being the case, the first part of our work will focus on just one element: real GDP growth…you can read the full report following this link.

Pershing’s INSITE 2013 to Feature Former Secretary of State Hillary Rodham Clinton

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Pershing LLC, a BNY Mellon company has announced its schedule of keynote speakers for its annual INSITE conference, one of the biggest industry events for registered investment advisors (RIA) and broker-dealers. Taking place from June 5-7 in Hollywood, Florida, INSITE 2013 will bring together global thought leaders as well as highlight the developments and trends in global investing that are impacting RIAs, broker-dealers and the investment community.

INSITE 2013 will feature presentations from renowned speakers including:

The Honorable Hillary Rodham Clinton, Former Secretary of State and Former U.S. Senator from New York, will provide the keynote address
Walter Isaacson, president and chief executive officer of the Aspen Institute will discuss innovation and his experiences while writing his best-selling book Steve Jobs
Peyton Manning, Super Bowl winning quarterback and four-time NFL MVP, will discuss leadership and his motivating secrets for success
Danny Meyer, chief executive officer of the Union Square Hospitality Group who will reveal his unique, but successful philosophy around putting his team first
A View From the Toppanel featuring several key executives, including Robert Reynolds, president and chief executive officer of Putnam Investments and Eric Schwartz, chairman and chief executive officer of Cambridge Investment Research

In a broad array of seminars and breakout sessions, conference attendees will have the opportunity to learn directly from industry leaders about what is shaping the capital markets, the challenges facing retirees, and the trends in managed accounts and alternative investments. Discussions will include:

After the Fiscal Cliff: The Fundamental Outlook for 2013 and Beyond
Don’t Stand Still: How Practice Management Can Help You Grow Through Difficult Times
Fiduciary Redefined and Compensation Transparency
Investor of the Future: The New Modern Family
Breaking Out of the Box: The Next Frontier of Recruiting

As an added benefit, conference participants will be able to earn Certified Financial Planner Board of Standards (CFP® Board), CFA Institute and Investment Management Consultants Association (IMCA) continuing education credits.

INSITE 2013 is expected to attract more than 2,300 attendees, including investment professionals, independent RIAs, dually registered and hybrid advisors as well as senior-level product and marketing executives. It will be held at The Westin Diplomat, Hollywood, Florida. For additional information and to register online, please visit www.INSITE2013.com.

Former president of GenSpring’s Miami office, new partner at WE Family Offices

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La antigua responsable de la oficina de Miami de GenSpring, nueva socia de WE Family Offices — Foto cedidaFoto: Julie Neitzle . Former president of GenSpring’s Miami office, new partner at WE Family Offices

Julie Neitzel has joined W.E. Family Offices as a partner, the project led by Santiago Ulloa and Maria Elena Lagomasino.

According to the Miami Herald, in this position, she will focus on building and managing family wealth enterprise relationships.

Before joining the company, she served in several leadership roles at GenSpring Family Offices for 10 years.

Henderson launches High Yield Opportunities Fund

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International investment manager Henderson Global Investors has launched the Henderson High Yield Opportunities Fund (HYOAX, HYOCX, HYOIX), a mutual fund that seeks to obtain total return and current income by investing in high-yield bonds and select investment grade fixed-income securities.

The Fund will be managed by Henderson’s six-member US credit team, headed up by Kevin Loome. The team joined Henderson in February this year from Delaware Investments and this is the first fund to be developed for them. The team utilizes a fundamental credit research process and leverages a bottom-up security selection approach – emphasizing cash flow projections, total return potential and liquidity analysis – to create a diversified and focused portfolio of between 50 and 100 holdings.

While the Fund primarily invests in high-yield corporate bonds, up to 20 percent of the portfolio’s assets may be allocated to fixed- income securities rated investment grade. Those securities include US and non-US government securities, collateralized bond obligations and corporate bonds, with much as 25 percent of the Fund’s net assets invested in securities from foreign issuers.

“The combination of our investment approach, underpinned by fundamental and proprietary credit research, and our global team’s close collaboration allow us to construct a focused ‘best ideas’ portfolio of high-yield bonds and select investment-grade securities from issuers all over the world,” said Kevin Loome, Henderson’s Head of US Credit and the Fund’s Portfolio Manager. “At a time when interest rates are hovering at historic lows, Henderson is offering investors access to the most attractive high-yield securities from across the globe.”

Chuck Thompson, Director of US Retail, added, “This fund is a key addition to our fixed income fund line-up as it completes the credit spectrum and reinforces our dedication to provide our clients with products that are both global and truly differentiated. Henderson is now recognized as a global leader in both equities and fixed-income with an experienced credit team managing over $27bn in assets1”.

Advisors and investors can access more information about the Fund through the Henderson Global Funds interactive iPad app, which was launched earlier this year. It offers a deeper understanding of Henderson’s global products and investment expertise. The free app is part of Henderson’s broader strategy to connect with advisors and investors via YouTube, Twitter and Facebook, as well as the Henderson website.

Big Data: The Corporate Search for Digital Treasure

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The ING Global Opportunities strategy uses a thematic approach to identify attractive investment opportunities. The sub-theme ‘Big Data’ helps identify companies that will benefit from a growing global requirement to collect, organise, mine and analyse large and diverse datasets.

Data growth is exploding. Before 2003 mankind created 5 exabytes of data, now we generate 5 exabytes of data every 3 days. Decoding the human genome took 10 years before 2003 but now it can be achieved in one week. Wal-Mart handles more than 1 million customer transactions every hour with the equivalent amount of data as 167 times the books in America’s Library of Congress. Large amounts of data offer opportunities but putting it all together requires new IT solutions. Enter Big Data!

What is Big Data?

The benefits to a business of using its own data are frequently higher when addressing the variety of the data it collects as opposed to the volume. Unfortunately traditional data warehouses are not well-equipped to do this and certainly cannot handle modern unstructured data such as videos, images, texts and music. Fortunately, there is a new and on-going form of innovation within the IT sector that is permitting many organizations to deploy large amounts of complex data at a much faster rate and sophistication than previously was possible. This is what we call Big Data.

In practice Big Data has two main definitions. It usually refers to a special type of data: high volume, high speed and complex; or to a set of new technologies used to collect, organise, mine and analyse large and diverse datasets.

What is driving Big Data?

The real commercial treasure is considered to be the ability to analyse the large volumes of social content and related behaviour. Of course, in order to do this you would need to have the right kind of software and also a certain level of speed to ensure timely application of any business opportunities.

The benefits of combining large volumes of complex data with analytics and velocity are still yet to be discovered in some industries while in others they are already being implemented. In retail, for example, predictive big data analytics based on shopping habits have been around for a while.

Sub-theme within the Global Opportunities strategy

Leveraging Big Data will be a necessity for running the companies of the future. Adopting Big Data solutions could be like opening a treasure chest for many businesses. The ING Global Opportunities team seeks to identify the winners from this trend. Big Data is a sub-theme within the strategy’s ‘Digital Revolution’ investment theme, which is one of the seven main pillars of the team’s thematic approach to global investing.

To view the complete story, click the attached document above.

Largest Wealth Management Event in Brazil

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Latin Markets is bringing over 400 industry leaders to the Private Wealth Brazil Forum on June 11 at the Tivoli Hotel in Sao Paulo. The one day forum focuses on providing updates regarding regulation, investment management, trust issues and strategies to protect and grow wealth.

With the highest number of HNWIs in Latin America and third highest among BRIC nations, Brazil continues to be a spot-on opportunity for investors to capitalize on returns. Brazil has been adding 19 millionaires per day since 2007, and now has a total of 137,000 millionaires and approximately 30 billionaires, with 70% of the country’s wealth concentrated in Sao Paulo and Rio de Janeiro. High net worth investors are also currently more likely to invest in Brazil than any other foreign country, according to new research from Spectrem’s Millionaire Corner.

More than forty speakers will be attending the Private Wealth Brazil Forum from Brazil’s largest wealth managers, private banks, family offices, high-net-worth individuals, the asset management community, and technology and law.

Participants from private banks and family offices include:

Gregoire Balasko Orelio, Board Member, Ikela Capital, Founding Partner PBA Capital (Brazil)
Emilio Soares, Partner, Naopim Family Office (Brazil)
Leonardo Wengrover, Partner, W Advisors (Brazil)
Luiz Felipe Andrade, Partner, Pragma Patrimonio (Brazil)
Rodrigo Marcatti, Head of Private Bank, Banco Fator Private Bank (Brazil)
Roberto Martins, Head of Private Bank, Citi Private Bank (Brazil)
Rogerio Lot, Head of Private Bank, Banco do Brasil (Brazil)
João Albino Winkelmann, Head of Private Bank, Bradesco (Brazil)
Sylvio Castro, Chief Investment Strategist, Goldman Sachs Private Wealth Management (Brazil)

This forum will be a vital networking opportunity for anyone interested in leveraging their place within the international private wealth community. To register for the 2013 Private Wealth Brazil Forum click here.

Latin Markets continues to cover key issues in this specialized market as part of the Private Wealth series at The Private Wealth & The Caribbean Forum at the JW Marriot in Miami on October 24-25.

To register for the 2013 Private Wealth Latin America & The Caribbean Forum click here.

Howard-Sloan Names Global Practice Director of Wealth Management

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Howard-Sloan, an executive search firm specializing in the placement of top tier executives for legal and financial practices, is pleased to announce the addition of Alan Goldstein. Mr. Goldstein will serve as the firm’s Global Practice Director of Wealth Management.

“It gives us great pleasure to welcome Alan to the Howard-Sloan team,” said Howard-Sloan CEO, Mitchell Berger. “Alan enters our firm with a multitude of knowledge about the wealth management sector and his extensive work with clients throughout the U.S., Latin America, Europe, Middle East and Asia will help Howard-Sloan expand its verticals both domestically and internationally.”

Goldstein comes to Howard-Sloan with over 20 years of experience in the industry. Through his role he will be concentrating on sectors including, but not limited to, private bankers and relationship managers, financial advisors, and private client investment management.

“I am delighted to join an organization as highly regarded as Howard-Sloan,” Goldstein stated. “The firm’s tremendous track record and success in legal and compliance recruitment dating back to 1957 speaks for itself. I look forward to contributing to the company’s wealth management division by pursuing additional verticals that will serve as a natural progression for Howard-Sloan’s well-established current practices, which include legal, compliance, accounting and IT.”

Goldstein reiterated that firms in the wealth management, family offices, asset management and hedge fund spaces should not hesitate reaching out to him regarding recruiting and hiring executive talent.

For over fifty years, Howard-Sloan Professional Search has specialized in the placement of legal, compliance executives, accountants and IT professionals worldwide. At Howard-Sloan, we are committed to providing the highest level of service to our clients and candidates. We conduct our business honestly, with the greatest sense of integrity

BNY Mellon Awarded Best ETF Service Provider In The Americas for Seventh Year in Row

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BNY Mellon, the global leader in investment management and investment services, has been named as the 2012 “Best Service Provider – The Americas” at the ninth annual Global ETF Awards, which is sponsored by exchangetradefunds.com. This is the seventh consecutive year that BNY Mellon has been honored as the top service provider to ETFs (exchanged-traded funds).

“We continue to enhance our industry-leading technology to support an ever-increasing array of ETF categories, including actively managed ETFs, commodity-linked ETFs and global ETFs,” said Joseph F. Keenan, managing director for BNY Mellon Asset Servicing and head of its global ETF services business. “We view this award as evidence of our passion for delivering the highest quality customer service to product sponsors.”

Since its inception in 1997, Exchangetradefunds.com has been providing information on global ETF, ETC and ETN products on its website. Information on the site consists of product descriptions, products listed on international exchanges, industry info and events, interviews from industry leaders and news. It is also the host of the ETF Global Awards® Dinner and Workshop. Its purpose is to recognize those who have contributed to the development of the ETF industry world-wide and welcomes industry participants from the international community to discuss their respective markets.

Henderson: The attractions of property equities

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Henderson: ¿Qué hace atractivos a los valores inmobiliarios? — Foto cedidaPatrick Summer, Head of Property Equities at Henderson Global Investors. Henderson: The attractions of property equities

In a world of continuing market volatility and low interest rates, investors can still stay invested by seeking opportunities in the right asset classes. Property equities could be one such asset class.

Property equities have returned 13.0% per annum^* over the past 10 years to the end of March 2013 – ahead of both equities and government bonds. This includes a period of significant volatility following the onset of the global financial crisis in 2007.

Property equity funds offer the opportunity to invest in a portfolio of listed property stocks and real estate investment trusts (REITs). The latter are publicly traded companies that generate recurring rental income through the ownership of commercial properties in a tax efficient structure. REITs may invest in all kinds of income producing property including shopping malls, offices, apartments, warehouses and hotels. Today, there are approximately 299^* publicly traded REITs and property companies globally, with a combined equity market capitalisation of just over one trillion US dollars. The shares of these companies are traded on major stock exchanges, unlike traditional physical real estate investment.

With bond yields offering low, and in some cases negative real rates of return, property equities are becoming increasingly attractive as an alternative investment by providing an attractive dividend yield, liquidity and diversification. Globally, property equities are yielding 3.4%, with 10-year bonds at little more than 1%*. Furthermore, real estate equities have traditionally been viewed as a more defensive asset class than general equities, with lower volatility and a greater proportion of their total return being driven by income.

The characteristics of property equities markets around the world vary significantly. The different regional markets within a portfolio of global property equities can exhibit exceptionally low correlation with each other. The correlations of property equities across the regions is much lower than for other assets, because there are a variety of drivers of returns such as local supply, demand, government policies, regulation and economic factors.

The Henderson Global Property Equities Strategy

The Henderson Global Property Equities Strategy provides investors with diversification benefits in two different ways. Firstly, the fund’s property equities holdings display relatively low correlations with equities and bonds. At the same time, their high levels of income and the stability of underlying asset values make them ideal tools for reducing risk and enhancing returns in a diversified global portfolio. The length of rental agreements ensures a steady, bond-like income stream with a degree of insulation against inflation.

The strategy is co-managed by Patrick Sumner and Guy Barnard. The team collectively manage US$2.3bn globally across a suite of property equity funds (as of 31 December 2012). The global team utilises a disciplined approach where the primary consideration is their bottom-up knowledge of markets, portfolios and people. The team’s investment strategies combine a top-down approach to regional and country allocations with a bottom-up approach to individual stock selection, performed at the regional level. Concentrated portfolios are then built by selecting stocks from defined peer groups, using scoring systems designed to identify relative value.

Global property equities provided a healthy return for investors during the first quarter of 2013, although investors’ risk appetite petered out a little bit. The best performing region was Asia Pacific, ahead of the US, with Europe down overall. In Asia, the majority of gains related to the Bank of Japan’s recent monetary stimulus measures, while performance in Europe was affected by currency exchange rate shifts. US REITs saw divergent performance between the larger-cap names and their smaller peers, with the latter’s outperformance driven by greater risk appetite. Overall, the FTSE EPRA/NAREIT Developed Index gained 6.1%^* in US dollar terms over the quarter.

Given this backdrop, over the first quarter of 2013, Henderson’s Global Property Equities strategy modestly outperformed its benchmark, the FTSE EPRA/NAREIT

Developed index^*. The strategy of being overweight in Asia-Pacific while underweighting Europe was rewarded. The portfolio’s small-cap names in Europe also performed well. In North America the fund’s bias towards the smaller and mid-cap names reaped rewards, particularly in the healthcare space.

Outlook for global property equities in 2013

Although the global economy remains in the doldrums, consensus forecasts point to sub-par growth in 2013 and it is hard to predict how politicians will balance the conflicting demands of bond markets and citizens — none of this is new news. Whatever uncertainties exist, it may be fair to say that they are ‘in the price’ and risk appetite is increasing, although sovereign bond yields remain at record lows. Against this backdrop, we believe the income return on property looks relatively attractive and has the important advantage of being a tangible asset and a reasonable inflation hedge.

*Source: UBS, Thomson Reuters Datastream, Yieldbook, Morningstar, Henderson Global Investors as at 31 March2013. Note: benchmark is FTSE EPRA/NAREIT Developed REIT Index.