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.
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
Is it time to get serious about allocating capital to listed infrastructure investments?
Many thought leaders think the answer is yes!
You’re cordially invited to a webinar hosted by STOXX Limited and FlexShares ETFs.
The event will discuss today’s investment landscape for listed infrastructure.
We will also discuss listed infrastructure’s role in investors’ portfolios and profile infrastructure portfolio characteristics using STOXX’s leading global infrastructure index, the STOXX Global Broad Infrastructure Index.
Please join us.
The Factor Research Quarterly webinar series is designed to share our most recent insights into the state of equity factors around current market events and trends. This webinar will help you think strategically about your portfolio's factor exposure and will cover:
• A 2017 outlook through a factor lens
• Uncovering the link between monetary policy and factor returns
• Current factor valuations and forecasts
Register now to get an inside look at how our top factor experts are viewing the key issues in the global market.
• Michael Hunstad, Ph.D.,Director of Quantitative Research
• Matt Peron, Head of Global Equity
Exchange-Traded Funds (ETFs) have been investment strategy's hot ticket asset class for a while now, but could you be doing better with them? Join this webcast as we seek to maximize ETF opportunities, optimize trades, and explore the best possible price to gain potentially higher returns.
Attend now to learn best practices, common misconceptions and a guide to the dos and don'ts of "best execution"!
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FlexShares reserves the right to block posts and/or content that is deemed inappropriate or offensive, that constitutes a testimonial, advice, recommendation or advertisement for securities, products or services. FlexShares does not endorse any third-party content and reserves the right to block users at our discretion.
Before investing, carefully consider the FlexShares investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which may be obtained by visiting flexshares.com/prospectus. Read the prospectus carefully before you invest. Foreside Fund Services, LLC, distributor.
An investment in FlexShares is subject to investment risk, including the possible loss of principal amount invested. Fund returns may not match the return of its respective Index. The Funds may invest in emerging and foreign markets, derivatives and concentrated sectors. In addition, the Funds may be subject to the following risks: asset class; small cap stock; value investing; non-diversification; fluctuation of yield; income; interest rate/maturity; currency; passive investment; inflation protected security; market; and manager risk. For a complete description of risks associated with each Fund please refer to the prospectus.
2016 was a tumultuous year across the world and a serious level of uncertainty remains as we move into 2017. So join Western Asset Chief Investment Officer, Ken Leech as he deep dives into an analysis of the 2016 global market and discusses some 2017 considerations for your portfolio including:
- US Policy uncertainty and how to compensate for this
- The Cyclical surge amidst challenging secular headwinds
- Growth Prospects in the US
- Growth Risks from China
- 2016 Market analyses
Join us to learn about how companies can provide effective ESG reporting and investors can use this information for investment decisions. Hear from organisations including the UN PRI, Aviva, Unilever and CCLA Investment Management.
09:00 Welcome & role of LSEG in enabling issuer-investor communication
09:15 Sustainable Stock Exchanges: Market need for ESG Guidance
09:35 Launch of LSEG Guidance
09:55 Investor panel: Challenges, Expectations and Approaches
10:40 Issuer panel: Challenges, Perspectives and Opportunities
11:25 Closing remarks
View the full agenda and speaker information: http://www.lseg.com/events/guidance-esg-reporting-investors
Please join us for our quarterly retirement webinar where we will focus this quarters topic around taking a look at the post-election landscape, and what that means for pension plans, and how you can use diversification creatively to meet varying objectives.
Our webcast will focus on three key areas:
1.Market Update – post election outlook for pensions
2.Portfolio Strategy – leveraging diversification in a return-seeking and liability hedging construct
3.Case Study – constructing a risk-managed growth portfolio to meet plan objectives
FTSE Russell Senior Research Director, Tom Goodwin, PhD will provide a quick year end update on the Russell 2000 Index, previewing the release of the 4Q 2016 Small Cap Perspectives report. There will be time for Q&A following the update.
We have favored U.S. equities over the past few years, while maintaining a more modest, strategic allocation to non-U.S. equities. Our head of global equity, Matt Peron, shares our updated analysis on the market.
What are three key reversals from 2016 that could continue to impact small-caps in 2017? Co-CIO Francis Gannon discusses the dramatic reversals in the small-cap asset class and how they could impact 2017.
There's no shortage of risks now, but experienced investors consider what could go right as well as wrong. That's why we brought four of Legg Mason’s top managers together to explore the potential positives for 2017 -- and how the year could unfold to get there. Welcome to this edition of MASTERCLASS.
•Scott Glasser - Co-CIO, Managing Director, Portfolio Manager at ClearBridge Investments
•Carl Eichstaedt - Portfolio Manager at Western Asset
•Jack McIntyre - Portfolio Manager at Brandywine Global
•James Norman - President, Equity Strategy at QS Investors
What are factor indexes and how can the 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; 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 disucss:
•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
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
Equal weighting is one of the most intutitive 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, Invesco PowerShares and Todd Millay, Managing Director, Choate Investment Advisors for an interactive webinar on 12 April, 12 noon -1pm (Eastern) where we will disucss:
•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