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.
There could be double-digit earnings growth with proposed corporate tax cuts and a recovery in energy. The stock market might follow suit. Is there a new regime in equities and is your portfolio ready?
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
Stephen Cousins, CFA - Director of Relationship Management, Institutional Group will host this webinar and lead the Q&A using viewer submitted questions.
The Factor Research Quarterly webinar series is designed to share our most recent insights into the state of equity factors around current market events and trends. This quarter will focus around:
-U.S. Election: volatility & performance
-Real factor exposure: is it about sectors?
-Factor valuations and forecasts
-Up next: measuring monetary policy error
Whether it’s referred to as smart beta, factor-tilts, systematic alpha, or Northern Trust Asset Management's own Engineered Equity; factor-based investing is the new paradigm in equity investing and an essential topic for sophisticated investors globally.
Join Brad Case, PhD, CFA, CAIA from the National Association of Real Estate Investment Trusts and Catherine Yoshimoto, Senior Index Product Manager with FTSE Russell for an update on the REIT market and discussion about REITs as a core asset class and the indexes that measure their performance.
This webinar will provide investors with a framework for understanding true factor exposure and, how to approach portfolio construction differently to capture the intended exposures necessary to achieve your objectives.
Key topics include:
• The importance of execution – critical characteristics every asset owner should be aware of
• A new way to measure factor efficiency – determining your true factor exposure
• Portfolio construction 2.0 – looking at your portfolio through a different lens
• Case studies – practical applications from leading institutional investors
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
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.
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.
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.
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.
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
FTSE Russell Senior Analyst, Mat Lystra will provide a quick year end update on the Russell 2000 Index, previewing the release of the 4Q 2016 Small Cap Perspectives report. There will be time for Q&A following the update.
Please join us for our quarterly retirement webinar where we will focus this quarters topic around taking a look at the post-election landscape, and what that means for pension plans, and how you can use diversification creatively to meet varying objectives.
Our webcast will focus on three key areas:
1.Market Update – post election outlook for pensions
2.Portfolio Strategy – leveraging diversification in a return-seeking and liability hedging construct
3.Case Study – constructing a risk-managed growth portfolio to meet plan objectives
Is it time to get serious about allocating capital to listed infrastructure investments?
Many thought leaders think the answer is yes!
You’re cordially invited to a webinar hosted by STOXX Limited and FlexShares ETFs.
The event will discuss today’s investment landscape for listed infrastructure.
We will also discuss listed infrastructure’s role in investors’ portfolios and profile infrastructure portfolio characteristics using STOXX’s leading global infrastructure index, the STOXX Global Broad Infrastructure Index.
Please join us.