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.
Join Northern Trust investment experts who will 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 this webinar you'll hear from:
Carl Tannenbaum - Chief Economist
Jim McDonald - Chief Investment Strategist
Peter Yi, CFA - Director of Short Duration Fixed Income
Chris Doell, CFA - Managing Director, Client Solutions Group will host this webinar and lead the Q&A using viewer submitted questions.
As investor appetite for smart beta and factor investing continues to grow, an increasing number of smart beta strategies are being introduced, but many of these strategies are designed inefficiently, exposing investors to a variety of unintended risks. Join our Global Equity team as they discuss the universe of smart beta strategies and methods of evaluating their effectiveness. Specifically, they will share analysis of how efficiently smart beta strategies capture exposure to compensated risk factors and manage unintended, uncompensated risks using a new metric, the Factor Efficiency Ratio (FER).
Register now to secure your place and learn how to evaluate the efficiency of smart beta strategies.
With the 21st meeting of the Conference of Parties (COP21) in late November, thoughtful investors may be asking:
"How can I impact global climate change with my investment portfolio?"
"How might government response to climate change affect my portfolio?"
And "How can I take action to manage carbon risk?"
Unsure how to answer? Then join Northern Trust Asset Management and Responsible Investor on our latest webcast, as we look to share our expectations of COP21 and highlight how the themes of the Paris summit translate to your investments.
We will take a look at:
• Decarbonization: Theory to practice
• Investor challenges/risks
• How investors can mitigate these risks
The interactive session will be moderated by Responsible Investor magazine.
FTSE Russell recently published results from its first US financial advisor smart beta survey. In this webinar, FTSE Russell reviews those results, providing a background for discussion with smart beta providers and practitioners.
Invesco PowerShares will offer insight into smart beta as part of the investor toolkit and how these strategies can be implemented in core-satellite portfolios.
Speakers: Rolf Agather – FTSE Russell, John Feyerer – Invesco PowerShares
Time: 1:00pm - 2:00pm EST
Our review of historical market performance, and our forward-looking assessment of the economy and markets suggests that the long-anticipated initial hike in the Fed funds rate should not be disruptive to financial markets.
While investors want an efficient portfolio, and can obtain an efficient portfolio in principle, the reality is that many obstacles stand in the way of achieving this goal. Join our Global Equity team as they talk about ways to better target your investment objectives by focusing on strategies providing strong risk-adjusted returns, instead of concentrating risk in less-efficient strategies that take on high levels of active risk.
The team will discuss their research paper, Improving Active Risk Budgeting, which explores a common misconception of investors – the belief that overall equity portfolio risk is best managed by allocating the majority of the equity allocation to index strategies, while incorporating managers with a high level of active risk to generate outperformance. Our research found that in reality, such an approach often delivers inferior overall portfolio risk-adjusted returns.
Register now to secure your place and learn about a better way to maximize your risk-adjusted returns.