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.
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.
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 14 at 9:30 a.m. CT. Register now.
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.
With contributions from Commerzbank and Pioneer Investments, this webinar will take part on Tuesday 6th October to discuss different aspects of hedging currency risks in emerging markets, such as assessing value of currency risk and how to manage the subsequent risks.
Currency risk is a complex thing. Hedging would seem to protect against these risks. But it is not so simple. For an investor, a forward hedge which locks in a future rate can come to seem like a very bad idea if it loses money, as it will have to be paid out in cash.
Most corporates can fully offset the volatility of currency cash flows and net investments in an accounting sense yet in emerging markets forwards can be at times punitively expensive. Are options or forwards more appropriate protective hedge contracts, and why?
What will this webinar discuss?
Jessica James, Head of the Quantitative Solutions Group at Commerzbank will discuss different aspects of hedging currency risk:
- Cashflows. It is not often realised how volatile currencies can be. Hedges can incur costly cashflows if they go wrong.
- Volatility in currency markets is suddenly high again. Is it possible to hedge away at reasonable cost?
- Hedging with forwards vs hedging with options – options can have some unexpected advantages.
Satu Jaatinen, Global Head of Corporate Solutions at Commerzbank, will discuss assessing value in hedging emerging markets risks:
- Risk and Cost to KPI’s
- Importance of Timing and Instrument Choice
Andreas König, Head of Foreign Exchange Europe at Pioneer Investments, poses the question how does a major bond or stock investor or corporate with foreign investments, deal with emerging market currency risk?