Insightful Webcasts

As Boomers enter traditional retirement years, they may wonder whether their retirement money will last for the rest of their lifetimes. In this webcast, we’ll draw on research from diverse Brandes Institute projects and present a comprehensive, objective look at various asset allocation plans. We'll also discuss potential missteps Boomers may make, as well as practical suggestions and tips on how to avoid these potential mistakes.

Investments & Wealth Institute® has accepted Getting New Clients in the Pandemic World: The Key Solutions for 2021 and Beyond for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event, please self-report your attendance to IWI. The CFP Board® accepts the LIVE program for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire session, Brandes will report your attendance to these organizations.

By one definition, a “quality shareholder” analyzes company fundamentals, holds substantial stakes in a few for the long-term, and engages with management on specific challenges. Today, such shareholders appear to be the minority. Our panelists will explore the implications of this dynamic and related topics such as governance and performance potential.

FOR PROFESSIONAL INVESTORS ONLY

What are the greatest current challenges facing the United States and China? How may the relationship evolve with respect to economics and policy—and what are the potential consequences for global citizens and investors?

FOR PROFESSIONAL INVESTORS ONLY

Amid short-term pressures, how could investors and organisations draw on structural and cultural elements to enhance decision-making and retain focus on long-horizon goals? The panelists review aspects of investment beliefs, governance, aligned interests and people and provide practical examples for implementation.

FOR PROFESSIONAL INVESTORS ONLY

Terms such as big data, artificial intelligence and machine learning are revolutionising aspects of the investment landscape. What innovations are affecting asset owners, asset managers and investors? What are the latest developments and what may the future hold?

FOR PROFESSIONAL INVESTORS ONLY