Hi [[ session.user.profile.firstName ]]

Investment Management

  • Date
  • Rating
  • Views
  • Smart Beta: Growth, Development, and Sustainability of an Asset Class.
    Smart Beta: Growth, Development, and Sustainability of an Asset Class.
    Justin Simler | Christopher Peel | Nicolas Rabener | Jean-Maurice Ladure Recorded: Feb 13 2019 61 mins
    The adoption rates of smart beta among asset owners rose from 26% in 2015 to 48% in 2018 according to the FTSE Russell survey on smart beta. The growth in assets has been similarly impressive and according to Morningstar smart beta assets under management grew from USD 280bn at the end of 2012 to USD 999bn at the end of 2017. One of the key secondary effects of this significant growth is to put continued pressure on the margins of actively managed products.

    The main purpose of the panel discussion will be to understand the reasons behind this runaway growth, how smart beta is developing and whether this growth is sustainable. The panelists will present their views on issues such as:
    - whether smart beta is the same as factor investing
    - how they decompose this broad universe
    - the role of smart beta in new areas such as bond investing and even hedge fund or
    - private equity investing
    - how ESG can be applied to smart beta investing
    - the ability to market time between ‘factors’

    Panellists;
    Justin Simler, Independent Industry Expert
    Christopher Peel, Chief Investment Officer, Tavistock Wealth
    Nicolas Rabener, CAIA, Managing Director, FactorResearch
    Jean-Maurice Ladure, CFA, Head of Applied Research, EMEA, MSCI
  • Algo-Chain's 2018 Review and ETF Outlook  for 2019
    Algo-Chain's 2018 Review and ETF Outlook for 2019
    Allan Lane | Irene Bauer | James McManus | Hector McNeil Recorded: Feb 13 2019 60 mins
    In a year that has seen the $5tr Global ETF industry go from strength to strength, hear the opinion from thought leaders and industry insiders as to what drove that success.

    You'll learn which new investment themes were launched in 2018, which ETFs gathered the most assets and returns and where the ETF market is heading in 2019.

    With so many products to choose from hear the views of our panel as to what the industry trends will be in the year ahead.

    Via our panel of investment professionals you will learn about the different ways that these diversified investment funds can be deployed in both bullish and bearish markets.


    Allan Lane - Moderator (Co-Founder of Algo-Chain)
    James McManus - Head of ETF Research - Nutmeg
    Hector McNeil - Co CEO - HANetf
    Irene Bauer - CIO Twenty20 Investments
    John Swolfs - CEO Inside ETFs
  • China-focused ETF Landscape in Europe
    China-focused ETF Landscape in Europe
    Simon Lee Head of Institutional Business at CSOP Asset Management Recorded: Feb 13 2019 27 mins
    In 2018, many equity markets suffered setbacks which can be at least partially trace back to the US – China Trade War and how would this generational topic affect us in 2019? And how should one position the portfolio accordingly?

    Join us for our upcoming BrightTalk Investment Outlook 2019 webinar, in which we will examine:

    • What Remains of the US – China Trade War?
    • How did the Trade War Affect China’s Economy Thus Far?
    • Implication of Further Inclusion of A-shares by MSCI
    • China-focused ETF Landscape in Europe

    Presented by;
    Simon Lee, Head of Institution Business - Internationals & HK, CSOP Asset Management Limited

    Simon is currently the Head of Institutional Business at CSOP Asset Management and his team covers investors in both Europe & Hong Kong.

    Prior to CSOP, Simon spent 7 years at Bloomberg as an ETF/Mutual Fund Market Specialist & Senior RM covering offshore Chinese financial institutions.

    Earlier in his career, Simon worked for Credit Suisse, Mayfair Pacific Financial Group, and Fubon Bank in Hong Kong. Simon started his career at SAFE HK as an Analyst and was subsequently promoted to Portfolio Manager responsible for managing part of China’s Foreign Reserves.

    Simon earned his BA Degree from UCLA.
  • 2019 predictions - Global Macro and Markets Movements to Watch
    2019 predictions - Global Macro and Markets Movements to Watch
    Justin Simler, Chris Watling, Lothar Mentel, Lars Kreckel Recorded: Feb 12 2019 59 mins
    This has been a highly extended global economic cycle led by the US. Its longevity has been due to a number of factors including unorthodox monetary policy, fiscal stimulus and an absence of the exuberance that typically precedes a market reversal. The panellists will debate which factors are likely to drive markets over the next 12 months. They will cover key issues such as:

    * The underlying strength of the US economy and the timing, and potential causes, of recession

    * Evidence of inflationary pressure and the consequent impact on economies and markets of any reduction in liquidity

    * Whether the downtrend in labour’s share of income is likely to reverse

    * The outlook for the US dollar and the emerging markets

    The panellists will discuss what the market currently discounts and how their views differ from this consensus. They will give their views on the asset allocation and style, region and sector exposures that are likely to offer the best (and worst) combination of risk and reward in this environment. They will finish by suggesting their own possible surprises for 2019. These are outcomes which the market believes have no better than a one in four chance but which the panellists believe have a probability of 50% or more.

    Justin Simler, Industry Expert
    Lars Kreckel, Global Equity Strategist, Legal and General Investment Management
    Chris Watling, CEO & Chief Market Strategist, Longview Economics
    Lothar Mentel, Chief Investment Officer, Tatton Investment Management
  • ETFs in 2019: Opportunity Amidst Chaos & Uncertainty
    ETFs in 2019: Opportunity Amidst Chaos & Uncertainty
    Allan Lane, Beverly Chandler, Irene Bauer, James McManus Recorded: Feb 12 2019 62 mins
    A lot can happen in a month, particularly if you were working in the investment management industry recently.

    In this ETF Summit Webinar, we hear the opinion from thought leaders and industry insiders the increasing amount of investor money flooding into Fixed Income ETFs, and how the ETF Industry has been coping with the big news events that show no sign of abating - China, Brexit, and Trump.

    You'll learn about:

    - The selection criteria to consider when selecting Bond ETFs and other Fixed Income ETFs.

    - Which ETFs have gathered the most assets since the start of the 2019

    - Whether there is a consensus of opinion as to which categories of ETFs offer the best opportunities in the months ahead.

    Moderator - Allan Lane, Founder, Algo-Chain
    Beverly Chandler, Managing Editor, ETF Express
    Irene Bauer - Chief Investment Officer, Twenty20 investments
    James McManus - Head of ETF Research - Nutmeg
  • What will be affecting Global Markets in 2019?
    What will be affecting Global Markets in 2019?
    Terry Farrow, ACIB, APFS, CFP, Chartered MCSI, Chartered Financial Planner, European Financial Planner (EFP) Recorded: Feb 12 2019 31 mins
    Boutique Investment Management firm Charteris bring forward one of their experienced financial professionals to discuss current topics affecting markets from a global macro perspective. We will look at the themes, issues and outline predictions in the commodity space for the coming year.

    Presented by
    Terry Farrow, ACIB, APFS, CFP, Chartered MCSI, Chartered Financial Planner, European Financial Planner (EFP)
  • 2019 Update: How Recent Bond Re-pricing Benefits Property
    2019 Update: How Recent Bond Re-pricing Benefits Property
    Hans Vrensen & Dennis Schoenmaker Recorded: Feb 12 2019 31 mins
    AEW Research provides an update on it's 2019 European commercial real estate market outlook based on recent changes in bond market pricing. We present our new lower for longer scenario analysis across 90 different market segments, using our risk-adjusted return framework

    Presented by
    Hans Vrensen CFA, CRE, MANAGING DIRECTOR, AEW
    Dennis Schoenmaker Ph.D., ASSOCIATE, AEW
  • Rise of the ‘Silver Economy’ - Investing in companies which help people to live
    Rise of the ‘Silver Economy’ - Investing in companies which help people to live
    Johan Utterman, Co-Manager of LO Funds–Golden Age Recorded: Feb 12 2019 32 mins
    In this live webinar, Johan Utterman, Co-Manager of the LO Funds–Golden Age, will explain how the fast-growing and increasingly wealthy ‘silver’ generation presents sustainable investment opportunities.
  • 2019 Predictions - Outlook and Market Implications of Brexit
    2019 Predictions - Outlook and Market Implications of Brexit
    Jon 'JB' Beckett | James Alexander | Rebecca Healy Recorded: Feb 12 2019 50 mins
    As Brexit approaches, some banks are relocating, currencies are fluctuating, and markets are moving as well - are there any possible scenarios are not priced into the market?

    This webinar will cover:
    The current state of negotiations.
    Who will win and who will lose if brexit happens - and if it doesn't.
    How Investment Managers are doing scenario planning.

    Panellists
    Jon 'JB' Beckett, Senior Manager - Fund Manager Assessment, Scottish Widows
    James Alexander, UK Wealth and Asset Management, Accenture
  • Modern Strategies for Investing in Global Emerging Markets
    Modern Strategies for Investing in Global Emerging Markets
    Katja Boerger | Navaneeth Satheesan , Envestnet | Ryan Ross, BrightTALK Recorded: Dec 28 2018 51 mins
    Emerging markets are in a paradox right now. They are seeing tremendous growth yet have debt denominated In a strong dollar, which threatens to halter their growth and thus ability to pay back their debts. They have more ways than ever to trade, yet are suffering from trade wards. Their economies are not yet developed, but some are on the brink of adopting more technologically advanced currencies than the developed countries.

    What are good strategies to take advantage of this situation?

    This panel will join leading emerging market participants to discuss:

    - Which emerging markets will benefit from the potential political & economic outcomes of the next 18 months
    - How to think about where opportunities lie in chaos.
    - which securities are seeing the most flows and why?
    - Which industries will be most affected by trade wars, a strong US dollar, and elections around the world

Embed in website or blog