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.
Over the last 10 years, investors have become conditioned to believe cash investments, such as money market funds, were simply a return of principle rather than a return on principal. But times are changing. Peter Yi explains.
Join this interactive 2018 CIO mid-year outlook to discover the macroeconomic investment trends in the current investing environment. Key highlights include:
• A substantial underweight to global government bonds
• An increasing overweight to Real Assets with Yield and Growth
• The addition of Grains (Corn) to the portfolio and a decrease to cash
• The decision to remain equal-weight Public Equities by underweighting Turkey and adding to the U.S.
What is STEP Change? A quick look at FTSE Russell’s approach to stewardship, improving disclosure and fostering transparency for the long-term benefit of the market and ultimately the societies we all operate within.
The prospect of the Federal Reserve raising rates recently got a reaction from President Donald Trump. This broke a 40-year tradition of U.S. presidents not commenting on monetary policy. Bob Browne gives our take.
Until now the transition to a sustainable and green economy has been a loose concept rather than a defined, investable and industrial system that could help improve investment returns. This webinar will aim to explain, define and dispel such myths, and also highlight how benchmark stewardship can support your investment needs.
During this webinar we will cover the following:
• Six things you need to know about the green economy transition
• An overview of the size, growth and exposure of the green economy
• A review of the investment performance of green companies
• Role of benchmarks in supporting investor stewardship
Interest rates and credit spreads have increased this year, but we expect those trends to reverse over the next year. Additionally, we think concerns about accelerating inflation are overblown. Jim McDonald explains.
Currency has been many things over the ages. First, it was barley, salt and cattle. It then became metal, mostly gold and silver. Representational currency came next, where pieces of paper represented holdings in gold or silver. Then fiat became the norm, where the currency's value was supported only by the government issuing it. Crypto-currencies have now entered the scene and are believed by many to be setting the stage for the next shift in currency. The question remains: What will it take to drive adoption and allow digital currencies to replace fiat as the major form of currency on the planet?
In this episode Leslie Samuelrich, President of Green Century Asset Management, talks about how shareholder engagement with companies and their supply chains can produce good business results and positive environmental impacts.
Global markets have reacted negatively to the heated trade environment and are concerned about the possibility of an all-out trade war. Senior Investment Strategist, Lincoln Ellis discusses what this could mean for investors.
With the 10-year Treasury reaching 3% it’s understandable why advisors and clients are concerned about rates going forward. Here’s our take.
•Intermediate – short-term part of the yield curve
•High quality credit
•Purpose of bonds in portfolio
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, Research and Innovation, FTSE Russell
Arne Noack, ETF Development, DWS and
Donald Theodate, Capital Markets Specialist, DWS for the latest quarterly update on:
- Efficiently capturing multi-factor exposure
- The changing factor exposures within indexes over time
- The impact of latest rebalancing on embedded factor exposures
- Top security and sector weight changes in FTSE Comprehensive Factor Indexes
Real estate is the primary diversifier for traditional equity/fixed income blends in European institutional investor portfolios. But what are the average allocations and splits between listed and unlisted real estate?
FTSE Russell has been selected by the European Public Real Estate Association (EPRA), as launch partner of their latest research report. Based on CEM Benchmarking’s database, the report provides unique insight into the historical record on real estate investment allocations, returns and risk for large European institutional investors.
Like the Americas and the EMEA, there are developed and developing market economies in the APAC region. Related to material ESG and Impact factor analysis, however, the impression in the American and EMEA markets is that APAC economies trail the western developed economies in ESG and Impact integration strategies.
This despite data from the CFA Institute Global Perceptions of ESG Investing 2017 report, which found that 81% of CFAs in APAC markets consider corporate governance factors in company analysis, versus less than 60% in the Americas or EMEA markets.
In this live discussion with Q&A our panel of investment management experts will cover;
* What are the key performance indicators (KPI's) for corporate governance in the APAC markets
* What ESG factors do companies in the APAC markets provide to investors for analysis
* What other value-related factors should U.S. and EMEA advisors and investors consider when committing capital to APAC market funds
Join this session to explore where the value is in the APAC public, private and blended markets. This session will give you a reality check on the risk/reward dynamics in the APAC markets
Vivek Tanneeru, Portfolio Manager of the Matthews Asia ESG Strategy
Patrick Drum, PM of the Sustainable Bond fund at Saturna Capital
Ciaran McCale, Head of Media and Communication, Arabesque Asset Management
Paul Ellis, Sustainable Finance Consultant, Paul Ellis Consulting