In this 50-minute webinar, we share our findings on the nature of investment goals, how investors plan to achieve them, the services and tools they want and how they intend to align their investments with their ethical beliefs.Sven Moons - our Customer Insights Expert - and Dr. Klaus Harnack - cognitive scientist, social psychologist, and co-author of the book ‘The Trust Mandate - The behavioural science behind how asset managers really win and keep clients’ - present the most interesting results of our research among 4.700 retail investors in Belgium, The Netherlands, Denmark, Sweden, and Finland.

You can also download the presentation of the webinar or our 1st whitepaper on Goal-based investing, ‘The investor’s Rubicon: Setting investment goals’.We have also created an interactive graph where you can see for yourself which investment goals and motivations are prioritized by different subsets of retail investors.

Recording webinar

In case you missed our latest webinar 'Beyond Tracking Error: A novel approach to benchmark-aware portfolio construction'

In this 30-minute webinar, we show you how to create hyper-personalized model portfolios that combine individual ESG preferences with proven quantitative alpha sources; and how to leverage these methodologies in a range of real-life scenarios.

You can download the slide deck here, but you can also watch the recording.

We also made an FAQ, in which you can find the answers to the questions that were asked during the webinar, and to other questions you might have on iVaR and Portfolio Optimizer.

Recording webinar

In case you missed our latest webinar 'On-demand Portfolio Performance Reporting'...

Offering a competitive edge through client experience is going to be one of the primary ways to win and retain business within asset management. In our belief, performance reporting will play a crucial role in delivering more value to clients and will be a critical element in creating a world-class client experience that extends beyond performance at a given cost.In this webinar, we discuss how to leverage technology to automatically generate narrative-based insights on portfolio and fund performance.You can download the slide deck here, but you can also watch the recording.

Recording webinar