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.
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.
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
Join Niall Gallagher to find out why he believes that the factors that kept investors from Europe are dissipating:
1. Structural improvements are driving the European stock recovery
2. Austerity is coming to an end
3. A positive ‘fiscal impulse’ will support economic growth
4. Repair in the banking system is the key dynamic driving the credit impulse
Niall will also explain why it is important to look at the change in the rate of credit growth rather than credit growth or outstanding debt levels, when assessing the long-term investment potential of this region, and give an update on how he’s positioning the European equity mandates he manages at GAM.
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.
Adhering to international maritime sanctions requirements can be challenging in today’s regulatory landscape. Join Dow Jones Risk & Compliance and experts from HFW and Pole Star for a discussion on best practice in shipping compliance. Learn about regulatory developments -- including the latest UN Security Council communiques on "Sanctions compliance for the maritime transportation sector" -- and leverage case studies on the use of enhanced sanctions data and monitoring tools to mitigate sanctions risk.
Preparing your organization for the inevitable cyber attack could be the difference between serious business disruption and minor inconvenience. This webinar will focus on what organizations need to consider in advance of an attack to ensure that risks are mitigated. Dow Jones’ own Head of Cyber Content and Data, Rob Sloan, will be joined by two specialists who will share their experience and expertise.
Smart Beta is a global phenomenon that, since the launch of the FTSE RAFI Index Series 10 years ago, has transformed indexation, attracted hundreds of billions of dollars in tracking assets and expanded to include an ever-widening range of approaches.
Join Jason Hsu, Co-Founder and Vice Chairman of Research Affiliates, LLC and Frederick Bailey, Managing Director, FTSE Asset Owner Group, who will be looking back at 10 years of live performance of FTSE RAFI and discussing:
• Fundamentally Different: The Origins and Catalysts of Smart Beta
• How the Original Criticisms of Smart Beta Stack Up After 10 Years of Live Data
• What Has Smart Beta Delivered?
• From Fundamental Weighting to Low Volatility and Beyond: The Future of Smart Beta
In today’s time-pressed world, we all need to make sure that every minute counts when we’re communicating with clients. In this webinar, you’ll hear what some of today’s most successful advisors are doing to operate more effectively:
· The tested strategy that increases client assets
· Your best use of time to start each day
· Three minutes that make meetings more productive
· How to get clients to look forward to your meetings
· The optimal way to wrap up a meeting
This event is being conducted by Advisor Perspectives. LPL Financial and Advisor Perspectives are separate entities. LPL Financial is not responsible for any direct or incidental loss incurred by applying any of the information offered.
March 16, 2015 - Andrew Smith - New investment strategies and products don’t always fit neatly into an existing portfolio framework. Andrew discusses a method for effectively integrating innovative products into a portfolio.
March 9, 2015 -- Continued geopolitical risk and a potential change in U.S. interest rate policy has led to increased market volatility this year. In this environment, investors should focus on a few key issues.
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
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.
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, along with challenges they have experienced around smart beta.
Stephen Miles, Head of Research for EMEA at Towers Watson
Neil Rue, Managing Director at Pension Consulting Alliance, Inc.
Syed Haque, Director of Public Markets at UPS Investment Group
This presentation will focus on the development of four current market conditions that may lead to an increase of volatility during the latter half of the year, with an emphasis on explaining the financial concepts underpinning those market conditions. Moreover, the presentation will provide strategies that may mitigate this potential increase in volatility. The four market conditions that will be discussed are:
•The possibility of an earnings recession
•The expected Fed rate hike in September
•The potential for oil to retrace to the downside
•Ongoing concerns about continued US dollar strength
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.