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.
The past 48 hours have shown high levels of market volatility around the globe. Join our chief investment strategist, Jim McDonald after the U.S. markets close to learn more about the day's market activity, its impact and our views for the coming days.
Last week brought more discord and confusion from both Greece and China — while Janet Yellen held firm on interest rates. Chief Investment Officer Bob Browne discusses what the latest developments mean for investors.
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
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.
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?
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.
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.
What’s next for investors? Northern Trust’s Chief Investment Strategist Jim McDonald and Claire Meier, sovereign analyst for international fixed income will discuss our long-term investment outlook. Learn about:
• The key investment themes you’ll want to watch in the years ahead
• Our 5-year economic and financial market return forecasts
• What it means for your investment portfolio
Join us on September 15 at 9:30 a.m. CT. Register now.