FTSE Russell & SSGA will discuss the continuing appeal of factors and factor investing within Smart Beta. Examine the theory and methodology behind multi-factor index construction and look at how, from an investment perspective multi-factors can be used within portfolio construction.
Roy Saunders of IFS Consultants is joined by Paul Hocking of Frank Hirth in the UK and Robert Kiggins of Culhane Meadows in the US to review the Limitation of Benefits provisions of US treaties and how they affect investment into business structures based in the US. Case studies will be prepared illustrating the criteria for qualification for reductions of the 30% US withholding taxes on dividends, interest and royalties.
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.
Join us for our inaugural webinar which will provide quick timely insights into the equity factor market designed to leave you with key information to help you think strategically about your factor exposure. Our experts will discuss how interest rate hikes, the economic landscape, and continuous volatility impacts the markets; and suggest which factors could be used to best navigate the upcoming environment.
The 2016 FTSE Russell global smart beta survey is available now. With have the responses of over 250 asset owners across the globe giving their opinions on this new but maturing area of investment. This short film features some of the key findings from the survey - from what strategies are being used, what’s being evaluated and how the newest approaches, like factor and multi-factor indexation have faired. They disclose their investment objectives and the outcomes they’re looking to achieve. Who’s ‘buying’ Smart Beta!
The Alternatives Series by Direxion - Exploring The Role of Alternative Strategies In Modern Portfolio Allocation
Direxion Funds invites you to participate in our next Knowledge Building Series event on November 15, 2011. Hosted by Ed Egilinsky, Direxion’s Head of Alternatives, this webinar will explore how currencies can offer further portfolio diversification, and risk mitigation. Join us as we provide answers to the following questions:
Why are currencies recognized as a unique alternative asset class?
- How does employing the right strategy provide investors with the potential to benefit when the U. S. Dollar is rising and/or falling?
- How can retail investors participate in these markets?
- How do currencies fit into overall portfolio allocations? and;
- Which clients are appropriate for these types of investments?
Direxion offers investment professionals and investors the means to seek improved risk-adjusted returns in various market conditions, through a diverse suite of tactical investment products.Direxion offers investment professionals and investors the means to seek improved risk-adjusted returns in various market conditions, through a diverse suite of tactical investment products.