Welcome to the US wealth managers community on BrightTALK. Join this community to hear industry experts share market, compliance, legal, tax and fund updates and analysis. You can also find helpful tips on financial planning, asset allocation, portfolio management and engaging and retaining high net-worth (HNW) clients.
Investors interested in reaping the benefits of factor-based investing in their portfolios have long believed the ultimate question to be, “Which factor should I choose?” Our most recent research shows, however, that investors would be better served to ask, “When should I favour each factor?” Our research also suggests that your investment horizon, rather than the timing of incorporating factor based strategies, is key to meeting your objectives.
Join Eric A. Sohn, Director of Business Product, Dow Jones Risk & Compliance and Patrick Taylor, CEO, Oversight in this joint webinar to help you better identify the true risks of travel expenses in your organization. Monitoring for FCPA/anti-bribery violations and continuous enforcement of your Compliance Program now requirements for any business transaction, register today for the webinar and make sure your firm is compliant.
Join Janus for an investment panel moderated by CNBC's Brian Sullivan and featuring some of Janus' best and brightest investment talent. Tune in as they share insights on three key market themes: Volatility, Pockets of Growth, and Rate Risk.
Are there rough times ahead for investors and advisors? In this live CE-eligible webinar, Mr. Hashbarger will examine four economic themes that underlie the potential for greater market volatility in the second half of the year. These include:
•The expected Fed rate hike in September;
•The possibility of an earnings recession;
•The potential for oil prices to repeat last year’s downward slide; and
•Ongoing concerns about continued strength in the US dollar.
Within these four themes, he will explore each in detail, revealing how Federal Reserve activities, earnings growth and multiple expansion, energy and commodities prices, and currency exposure may contribute to volatility in the second half of 2015. He will explain why these factors are in play today and provide strategies advisors can use to protect their clients’ portfolios during periods of market uncertainty.
There will be plenty of time for Q&A, and Mr. Hashbarger will be available to continue discussion of the issues raised in the debate on APViewpoint.
Northern Trust investment experts discuss their perspectives on the state of the financial markets, potential timing of a Federal Reserve interest rate move and the implications for institutional investors.
In January 2015, FTSE Russell conducted a follow-up survey to the well-received 2014 survey of institutional asset owners, to better understand the progression in perceptions and adoption of smart beta globally.
During this webcast a panel of representatives from European and US asset owner and consultancy firms will discuss the most interesting themes and surprising statistics from the survey results.
Steve Artingstall, Senior Investment Manager, Railpen
Syed Haque, Director of Public Markets at UPS Investment Group
Stephen Miles, Head of Research for EMEA at Towers Watson
Neil Rue, Managing Director at Pension Consulting Alliance, Inc.
China is now the world’s largest economy (when measured by purchasing power parity) and the largest trading nation. The country’s domestic currency bond market is the third-largest in the world, following the United States and Japan, and has been growing rapidly in recent years.
The FTSE China Onshore Bond Index Series, launched in March 2015, offers market participants a comprehensive set of benchmarks to measure the performance of the renminbi denominated bond market.
FTSE asks Michael John Lytle, Chief Development Officer at Source, to dive into the asset classes covered by ETFs, the different ways ETF providers can replicate an index, and how ETFs can provide access to hard to reach markets before finishing with ideas for where to start when researching ETFs.
FTSE asks Bryon Lake, Director at Invesco PowerShares (EMEA), to look at ETFs that track fundamental indices. Bryon looks at the differences to traditional ETF products, the types of exposures that are available, and the ways that investors are using these alternatively weighted ETFs.
Although their efficacy conflicts with modern financial theory, style factor tilts have generally outperformed the market over time. But what drives this outperformance, and is it consistent over time?
Northern Trust investment experts discuss:
• Origin of factor tilts
• Historical track record of these strategies
• Theoretical justification for their effectiveness
FTSE asks Dr Peter Westaway, Head of Investment Strategy and Chief Economist of Vanguard Investments what are the challenges and opportunities in Emerging Markets and what should investors consider when assessing Emerging Market Indices and ETFs.
For more information on FTSE Emerging Markets Indices visit, http://www.ftse.com/products/indices/emerging-indices
Join The Wall Street Journal's Dan Keeler, and industry experts, including Dow Jones Risk & Compliance Data Strategist Nicholas Grimaldi, to discuss conducting comprehensive due diligence to mitigate risk when entering into frontier markets.
Northern Trust DC Solutions experts discuss the results of our 5th Path Forward survey of DC plan sponsors, investment consultants and DC plan participants.
The research findings provide plan sponsors with recommendations for real-world actions they can take today to help improve the DC retirement system and create better retirement outcomes for American workers.
The team discusses 5 ways that plan sponsors can help participants improve their retirement outcomes:
- Step it UP
- Set Auto Features at Meaningful Levels
- Provide Projections
- Streamline Investment Menus
- Introduce In'Retirement Options
The municipal fixed income market offers opportunities for sophisticated investors who appreciate the nuances of the asset class. Any number of factors can impact the credit worthiness of a particular security. Getting it right requires the ability to analyze individual security features, and ultimately, security strength.
Join our team of municipal fixed income experts who will examine broad sector trends, sector specific indicators, expectations for performance and outliers in this space. Our team will discuss:
• Expectations for economic activity and implications for municipalities over the next 12-18 months
• Sectors that appear to be more challenged and those that are improving
• Incorporating munis in a portfolio to meet specific investment objectives
This webcast is in partnership with Responsible Investor and Northern Trust Asset Management. With guest speaker, EUROSIF's Executive Director, François Passant.
‘Regulation’ is one of the main drivers of ESG growth. This webcast will discuss its impact on the changing shape of Environmental, Social and Governance (ESG).
We will study the global efforts to pass legislation, implement codes of practice and self-regulation, and aim to understand what each of these efforts means for investors as they look towards incorporating ESG criteria in their portfolios – and whether it will push investors to consider ESG when they otherwise might not.
In 2014, China overtook the USA as the world's largest economy by GDP. As the economic size of a country can differ significantly from its market capitalization, especially within faster growing, emerging economies, we explore the implications of a GDP weighted approach to index construction.
Join Brendan Ahern, Chief Investment Officer at KraneShares and Brad Zucker, Senior Product Research Analyst at FTSE Group who will be looking at the growth of emerging markets and discussing:
- Macro economic overview of emerging markets
- Does measuring and weighting by GDP make sense?
- The impact of GDP weighting on emerging market and sector exposures
- Managing liquidity, capacity and transparency considerations
- New benchmarks for a new global economy? What can GDP weighted indexes offer?
China is the second-largest economy by GDP and the second-largest equity market by market value, but the weight of China in global equity benchmarks is relatively small.
As China continues to take steps to open its market to international investors, FTSE Russell announced the start of its transition to include China A Shares in its widely followed global benchmarks with the launch of new FTSE Emerging Markets China A Inclusion indexes recently.
FTSE Russell’s new inclusion indexes provide market participants with the choice and flexibility in indexes they need to be able to respond to the changes and start their transition.
Investors are increasingly turning to quality investing as a way to manage turbulent market conditions. Our research reveals that quality driven strategies historically have offered stronger, more consistent returns with less volatility than other approaches. But “quality” is one of the most overused and hardest-to-define ideas in investing. In this webinar, Northern Trust experts explore the definition of quality as an investing factor, its application across different asset classes, and why these approaches appeal to risk-averse investors.
Financial advisors attending this webinar will learn how Northern Trust applies the quality factor to equity strategies. Our experts will take a deeper dive into quality and discuss:
• Our multidimensional definition of quality
• How the Northern Trust Quality Score (NTQS) helps identify high-quality stocks
• How our models are tailored to individual market segments