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.
With the 21st meeting of the Conference of Parties (COP21) in late November, thoughtful investors may be asking:
"How can I impact global climate change with my investment portfolio?"
"How might government response to climate change affect my portfolio?"
And "How can I take action to manage carbon risk?"
Unsure how to answer? Then join Northern Trust Asset Management and Responsible Investor on our latest webcast, as we look to share our expectations of COP21 and highlight how the themes of the Paris summit translate to your investments.
We will take a look at:
• Decarbonization: Theory to practice
• Investor challenges/risks
• How investors can mitigate these risks
The interactive session will be moderated by Responsible Investor magazine.
FTSE Russell recently published results from its first US financial advisor smart beta survey. In this webinar, FTSE Russell reviews those results, providing a background for discussion with smart beta providers and practitioners.
Invesco PowerShares will offer insight into smart beta as part of the investor toolkit and how these strategies can be implemented in core-satellite portfolios.
Speakers: Rolf Agather – FTSE Russell, John Feyerer – Invesco PowerShares
Time: 1:00pm - 2:00pm EST
Our review of historical market performance, and our forward-looking assessment of the economy and markets suggests that the long-anticipated initial hike in the Fed funds rate should not be disruptive to financial markets.
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?
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.
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
Peter Yi, CFA - Director of Short Duration Fixed Income
Chris Doell, CFA - Managing Director, Client Solutions Group will host this webinar and lead the Q&A using viewer submitted questions.