🌍 Shaping the Future of Sustainable Finance

The next generation of wealth management is here - and it’s sustainable. Our podcast dives into the real-world impact of ESG-focused Exchange Traded Funds (ETFs) and the climate-conscious strategies reshaping the financial industry.

In this episode, we spotlight three innovative ETFs 🚀 leading the way: 🔹 Franklin S&P 500 Paris Aligned Climate UCITS ETF 🔹 Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 🔹 Amundi Global Aggregate Green Bond UCITS ETF

These funds aren’t just theories - they’re proof that sustainable investing is driving real change 🔄.

We break down fund objectives, sustainability metrics, and key insights to help you stay ahead in the evolving world of green finance. Whether you’re an experienced wealth manager or an emerging financial advisor, this podcast gives you the knowledge and tools to build a smarter, more responsible investment strategy. 🎧

This Week on the Podcast: The Crypto Revolution in Multi-Asset Portfolios! 🎙️

As a Wealth manager, ever wondered what it was like when the biggest crypto ideas were first unleashed? This week, we dive into the original whitepapers of Bitcoin, Ethereum, Solana, XRP Ledger, and Binance Smart Chain - rewinding to the moment these groundbreaking concepts were born.

• Imagine the excitement, the skepticism, and the vision.
• How did the theory stack up against reality?
• What does it mean for the future of investing?

Join us as we unravel the story of crypto’s rise—and why it’s becoming impossible to ignore in multi-asset portfolios. Tune in now! 🎧

Applying Wavelet Techniques to Factor-Based Investment Strategies

In our latest podcast, we delve into the expanding landscape of factor investing, examining the surge in identified factors and the implications for investors. ✨ We also explore innovative research where wavelet techniques are applied to enhance investment strategies. 🕵️

Wavelet analysis allows for the decomposition of financial time series into various frequency components, enabling a nuanced understanding of market behaviors across different investment horizons. ⏳ This approach aids in distinguishing between short-term fluctuations and long-term trends, potentially leading to more effective risk management and improved returns. ⚖️

By integrating wavelet methods, investors can gain deeper insights into the dynamic nature of financial markets, making this a promising avenue for refining factor-based investment strategies. 🌐

References:

https://www.chicagobooth.edu/review/300-secrets-high-stock-returns

https://arxiv.org/abs/2401.06139

The Determinants of Stock and Bond Return Comovements

https://academic.oup.com/rfs/article-abstract/23/6/2374/1568744