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.
How to efficiently capture and maintain exposure to factors is a common question heard by index providers and ETF issuers alike. Of equal importance is how the index methodology works to maintain exposure to chosen factors over time.
Join Rolf Agather, Managing Director of Research & Innovation from FTSE Russell, and Robert Bush, Vice President, ETF Thought Leadership, at Deutsche Asset Management for the first in a series of quarterly webinars to discuss:
- Efficiently capturing multi-factor exposure
- How factor exposures within indexes change over time
- The impact of rebalancing on embedded factor exposures
- The impact of rebalancing on country and sector exposures
- How rebalancing impacts the largest constituents in comprehensive factor indexes
Wondering what the rise of populist politics globally might mean for investors? Join our top investment experts as they discuss key themes from our five-year capital market assumptions -- including Populist Roulette.
Join this timely webinar now and learn more about:
-Slow Growth Angst
-Market Cycles in a Cycle-less Economy
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
Daniel Phillips, CFA - Senior Investment Strategist
Chris Doell, CFA - Managing Director, Client Solutions Group will host this webinar and lead the Q&A using viewer submitted questions.
10-Year U.S. Treasury yields are currently near the 1.50% level and the majority of investors believe these rates are highly unlikely to move much lower, especially to a record low of 1%. But that's where we think they are headed. Learn more about where we go from here.
Corporate behaviour is changing, and with it public companies are increasingly providing green goods, products and services as part of their business mix.
Join FTSE Russell and the London School of Economics as we explore:
• Global economic cycles, climate legislation and what to prepare for
• The risks portfolios are facing in a developing green economy
• How to measure and track portfolio exposure to the green economy
• The FTSE Green Revenues Index Series
08:00 - 09:00 San Francisco PDT
11:00 - 12:00 New York EDT
16:00 - 17:00 London BST
• Professor Sam Fankhauser PhD, Co-Director, Grantham Research Institute, London School of Economics
• Gordon Morrison FIA, Managing Director, ESG, FTSE Russell
• Kevin Bourne, Managing Director, FTSE Russell (host)
The United States is ahead in the medal count, and it feels to investors like a variation on a longer theme: The U.S. stock market has been leading developed and emerging market indices, causing some to say "Go USA" to their portfolios. Learn why we think this is a mistake.
The Factor Research Quarterly webinar series is designed to share our most recent insights into the current state of equity factors. Whether it’s referred to as smart beta, factor premiums, systematic alpha, or Northern Trust’s own Engineered Equity; factor-based investing is the new paradigm in equity investing and an essential topic for sophisticated investors.
In this webinar you'll hear from:
Mark C. Sodergren, CFA, Senior Portfolio Manager, Quantitative Equity;
Michael Hunstad, Ph.D., Director, Quantitative Research
In this episode, host Eric Hazard, interviews Tim Williamson, Managing Director, Asia Pacific at Cognito. The conversation focuses on Asian markets, particularly Singapore, as a growing hub of activity in for financial technologies.
Global yields took a big step down last week as investors adjusted their perspective on global central bank policy. We’ll explore why this is happening and how it might impact the Fed’s monetary policy going forward.
In the weeks following Brexit-fueled volatility, many investors are weighing their allocation options – and our experts believe they have a decision to make. Learn more about the considerations that should factor into their decisions.
UK residents took to the polls on June 23rd to determine whether the UK should remain in the European Union. Our London based experts discussed the outcome of the referendum vote. They deciphered the results and looked past the headlines to understand not only the immediate market reaction, but also the longer-term response and potential impacts to investment portfolios.
Tune in for video highlights and exclusive interviews from the breakfast panel discussion on financial services marketing with Cognito, (www.cognitomedia.com) the integrated financial marketing and PR agency, in New York. Hear from senior experts as they discuss the changing landscape of communications and marketing in the Financial Services industry. Click the attachments tab for links to register and watch the panel and interviews.
Jon Marino (Reporter, CNBC)
Paul Patella (Head of Public Relations & Advertising, Pershing)
Menaka Thillaiampalam (Head of North America Financial Services Marketing, LinkedIn)
Leslie Campisi (Chief Marketing Officer, Anthemis)
Chris Schmicker (Director, Integrated Marketing, WSJ)
Eric Hazard (Director, Cognito)
Gregory Papajohn (Managing Director NYC, Cognito) Moderator
In a low expected return environment, investors look towards the high potential return premia associated with private investment programs to help meet their objectives. But in order to build a successful private investment program, investors need to not only focus on the “good” long-term expected return of these investments, but also prepare for the potentially “bad” initial drag on results and the corresponding “ugly” line items that may occur early in the process.
Please join us for an in-depth view on the full-breadth of items that needs to be considered when planning a successful private investment program.
Getting to a budget that is “just right” for the needs of your organization can prove a painstaking and daunting task. Yet by following a proven approach developed by Jeff Epstein and Byron Deeter of Bessemer Venture Partners, you can establish a transformative budgeting practice that enhances communication and collaboration, better informs planning, and can even help drive growth.
In this Webinar, you will learn how to:
Motivate your teams to perform and achieve at their highest levels.
Invest resources in the highest priority projects.
Protect the company if things go wrong or unforeseen challenges arise.
In a historically low-yielding global environment, investors are increasingly looking beyond traditional investment opportunities. Emerging markets, with improving macroeconomic policies, strengthening domestic demand, stronger balance sheets and higher FX reserves are ripe for investors seeking additional sources of return. However, with a broadening emerging market universe expanding to include Africa and Middle East, investors need to understand the risks and vulnerabilities inherent in these markets.
Looking through the lens of an investor we will discuss strategies and ways to manage your EM exposure. Discussion topics will be focused on:
• The significance of the emerging markets growing share of global GDP
• Identifying resilient emerging market opportunities
• An investment framework that explores thematic investment opportunities focused on the strength of domestic demand
• Prudent management of investment risks and regulatory frameworks in individual markets
Register now to hear from our industry experts on how to assess the relative risks and take advantage of the growing opportunities in the expanding emerging market economies.
Thinking strategically in an environment that requires constant tactical reaction, has become increasingly difficult. And when you’re managing a pension plan, we understand the importance of constantly addressing both. In an effort to help in this process, our investment experts have created a new quarterly webinar series designed to discuss the key market events and regulatory items that specifically affect retirement plans and provide actionable ways to address them.
In our inaugural webcast will focus on three key areas:
1.Market Update – navigating the low interest environment
2.Regulatory Review – understanding the latest Pension Protection Act provisions
3.Case Studies – Innovative ways to increase duration
•Dan Kutliroff, Senior Retirement Solutions Strategist
•Jessica Hart, Practice Lead, Retirement
•Armand Yambao, FSA, EA, CFA, Director of Pension Risk Strategy
Register now for this quick, yet informative, 30 minute update to explore the most pressing items impacting retirement plan management.
FTSE Russell's Henry Odogwu & Andy Dougan are joined by Francois Millet, Lyxor ETF and John St-Hill, Pension Protection Fund to review the index design and characteristics of the FTSE Minimum Variance Index series and discuss how and why they have chosen to implement the index into their portfolios and product range. Ultimately demonstrating how index theory becomes investment practice.
China’s share classes represent the arc of the country’s transformation from a dormant agrarian society to bustling center of global commerce. Each new share class has marked both an increased openness and often a new phase in China’s economic development.
The FTSE China Indexes provide investors with a comprehensive set of indexes representing various share classes, company sizes, sectors and themes. The breadth of coverage enables the market to be dissected for analysis and benchmarking purposes and to suit any domestic or international mandate.
FTSE Russell invites you to join Mathew Lystra, senior research analyst, at our webinar to find out more about:
•The characteristics of the China share classes
•Performance and correlation
•Inclusion in global indexes