Recorded video webinars for professional advisers

We run nationwide, regional and online presentations and live video webinars for professional advisers, which are free to attend and often CPD qualifying. You can also find us at key industry events around the UK. And we collaborate with our colleagues at TIME Investments.

We place emphasis on our presentations and video webinars being educational and contextual, thinking about the investment environment, portfolio construction and diversification considerations and the interests and needs of professional advisers and their clients.

We run a series of ‘live’  presentations and video webinars, so that professional advisers can actively participate and engage in the presentations, discussing points and asking questions. In addition, we provide access to recorded video webinars, which allow professional advisers to listen to presentations at their own convenience.

We are also pleased to provide tailored presentations and webinars for individual professional adviser firms, or individual advisers, to meet their specific interests and requirements. Please contact us if you would like to discuss this.

You can find details of recorded video webinars below (you will need to provide your details to access any webinar of interest):

“TICS (Tempo Issuer and Counterparty Scorecards)” Video webinar (recorded in Mar 2021)


REQUEST ACCESS

“TICS (Tempo Issuer and Counterparty Scorecards)”

A bar-raising resource supporting best-practice professional adviser counterparty research.

75 minutes CPD

Presented by Chris Taylor, Global Head of Tempo Structured Products

This webinar for professional advisers aims to:

  • Explain TICS (the Tempo Issuer and Counterparty Scorecards), which provides a bar-raising resource supporting best-practice professional adviser counterparty research
  • Highlight the Professional Adviser Academy module 4 ‘Counterparty due diligence’
  • Remind professional advisers of lessons learned from the financial crisis
  • Discuss regulatory expectations of professional advisers using structured products and professional adviser best-practice regarding counterparty research

“The FTSE 100 EWFD” Video webinar (recorded in Feb 2021)


REQUEST ACCESS

“The FTSE 100 EWFD”

An introduction to and overview of the FTSE 100 EWFD.

75 minutes CPD

Presented by Chris Taylor, Global Head of Tempo Structured Products

This webinar for professional advisers aims to:

  • Highlight the principles and academia behind passive investing and smart beta
  • Highlight issues around market capitalisation weighted indexes
  • Overview the FTSE 100 EWFD, developed by FTSE Russell to provide the potential for improved structured product terms
  • Explain the ‘EW’ (equal weight) and ‘FD’ (fixed dividend) features
  • Provide detailed performance comparisons and analysis: including comparisons to the FTSE 100

“Under the bonnet of structured products” Video webinar (recorded in Jan 2021)


REQUEST ACCESS

“Under the bonnet of structured products”

What issuing banks may (or may not) do when arranging a structured product.

75 minutes CPD

Presented by Chris Taylor, Global Head of Tempo Structured Products

This webinar for professional advisers aims to:

  • Unwrap structured products, explaining the building blocks and shining a light on the mathematics behind product terms
  • Explain what a zero coupon bond is; how counterparty financial / credit risk affects product terms; what derivatives are; and why terms on structured deposits are different to capital at risk products

“SPs: Need; Evidence; and USPs” Video webinar (recorded in Dec 2020)


REQUEST ACCESS

“SPs: Need; Evidence; & USPs”

Portfolio construction and diversification considerations for a more challenging and potentially low returns investment environment.

75 minutes CPD

Presented by Chris Taylor, Global Head of Tempo Structured Products

This informative and thought-provoking webinar aims to:

  • Establish whether there’s a NEED to think about structured products
  • Highlight the significant USPs of structured products
  • Establish whether there’s EVIDENCE that structured products work
  • Introduce Tempo Structured Products and what we are doing to ‘redefine structured products‘ for professional advisers and their clients.