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.
The Federal Reserve once again did the expected, and they got it exactly right: a prudent and totally predicted interest rate hike and well-telegraphed intentions about the Fed balance sheet. Bob Browne explains.
The results are in! The FTSE Russell 2017 Global Smart Beta Survey of asset owners details the latest trends, adoption rates, objectives, attitudes and expectations for smart beta across the globe. Download your copy now!
The stellar performance of just a few big technology stocks has raised investor concerns about whether we are seeing a repeat of the Tech Bubble of the late 1990s. Will the rally die? Jim McDonald explains.
With investor focus on emerging markets and worries regarding China, Wayne Bowers revisits the "One Belt, One Road" trade initiative. Will this lead to a new era of globalization and the reshaping of global trade?
Recently, Pensions Age spoke to David Harris, Head of Sustainable Investment about how sustainable investment is coming to the fore and particularly around the advent of 'smart sustainability' indexes.
In this webinar, co-hosted with Partners for Sustainability, Swiss Sustainable Finance will be questioning FTSE Russell's Head of Sustainable Investment on:
- How ESG investing has evolved over the past fifteen years worldwide and is becoming the new normal
- The state of global ESG disclosure
- Future trajectory and emergence of 'smart sustainability' indexes
Ms. Sabine Döbeli, CEO, Swiss Sustainable Finance
Mr. David Harris, Head of Sustainable Investment, FTSE Russell
Don't get caught off guard. While the French and Dutch elections didn't take the pure populist routes, investors still must take into account the continued influence of populism in Europe. Wayne Bowers explains.
Join FTSE Russell and LGIM for a live discussion on combining sustainable investment preferences and risk premia in one index approach. FTSE Russell will detail how the FTSE All-World ex CW Climate Balanced Factor Index was created and discuss how variations in preferences and factor application can be applied to meet specific index objectives.LGIM will present on the practical characteristics of the Future World Fund; share their thoughts and insights on ESG investment, institutional client demand, and LGIM’s Climate Impact Pledge.
Equal weighting is one of the most intuitive and straight forward smart beta approaches, but not all equal weight indexes are built alike.
Join Rolf Agather, Managing Director of Research & Innovation, FTSE Russell; John Feyerer, Director of Equity ETF Product Strategy, PowerShares by Invesco and Todd Millay, Managing Director, Choate Investment Advisors for an interactive webinar for professional investors on 27 April, 12 noon-1pm (Eastern) where we will discuss:
•Equal weighting - stock, sector or country level?
•Benefits of low beta screening
•Live case study: How advisors are using equal-weight ETFs
•The buy-side experience: lessons from adopting equal weight ETFs
Please note this webinar is for financial professionals only.
Investors are questioning whether the reflation trade works anymore given the recent action in the stock, bond, commodity and currency markets. Katie Nixon explores the issue in this week's MarketScape.
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, ETF Strategist, Deutsche Asset Management 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
- The impact of latest rebalancing on country and sector exposures
- How latest rebalancing impacts the largest constituents in comprehensive factor indexes
What are factor indexes and how can they be used are questions frequently heard by index providers and ETF issuers alike. Of equal importance is to understand why advisors and money managers are looking at ETFs linked to factor indexes and how they are incorporating factor ETFs as part of their client solutions.
Join Rolf Agather, Managing Director of Research & Innovation, FTSE Russell along with guest speakers Matthew Bartolini, Vice President, Head of SPDR Americas Research and Will McGough, Senior Vice President and Portfolio Manager, Stadion Money Management for an interactive webinar on 12 April, noon-1pm Eastern where we will discuss:
•Single and multi-factor indexes – the differences you need to know about
•Performance and characteristics of different factors
•Accessing factors via ETFs: exposures, liquidity and diversification
•Live Case Study: How money managers are using multi-factor ETFs
•The buy-side experience: lessons from adopting multi-factor ETFs
After a year of strong performance for fixed income, plus expectations of tighter US monetary policy in 2017, conventional wisdom suggests that bond markets are poised for a correction. But we find lessons from 2004 that point to the contrary. Join Robert Vanden Assem and Jonathan Davis from PineBridge Investments’ Developed Markets Fixed Income team as they discuss:
- Similarities between the last rate hike cycle in 2004 and today
- What’s different this time around
- Our outlook for fixed income, as well as potential opportunities for investors
We believe 2017 will be the year where growth cycles reconnect and become more synchronized.
Almost halfway through the year, we have seen some surprises in global markets and economies. Political risk in Europe – what seemed to be the biggest threat to global growth – has largely been defanged. But political risk in the US and Latin America is gaining strength.
Join Markus Schomer, CFA, Chief Global Economist, as he explores the key drivers of his midyear economic outlook:
•The global growth triangle and how it’s driving a regime change in markets
•Developed versus emerging market implications
•What investors should expect