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.
FTSE Russell recently launched the FTSE Global RIC Capped Index Series, consisting of 16 single countries and 2 regions based off the FTSE Global Equity Index Series. Single country indexes allow investors to target diversification through increased country-specific exposure in addition to pursuing specific investment mandates. Join FTSE Russell and Franklin Templeton for a discussion on international country-level equity exposure.
Alec Young, managing director of global market research, FTSE Russell
Catherine Yoshimoto, senior index product manager, FTSE Russell
Judy Huang, SVP of regional product strategy, Franklin Templeton
We are thrilled to announce the launch of Finworx360, the leading behavioral finance investor profiling tool available! Get a FREE 14-day trial of Finworx360, visit our website at http://www.finworx.com
How Marketers at Traditional Asset Management Firms Can Win the Narrative Battle... or Lose It
Robo advisor brands like Betterment and Wealthfront have disrupted the asset management landscape, particularly in certain segments like millennials. In this webinar, Doug Randall, CEO and Founder of Protagonist will illustrate how robo advisors have taken hold in the consumer's mind as well as examine consumer beliefs about investing today. From there, he'll walk through the narrative battle that's being waged between traditional asset management firms and the upstarts, showing the six steps that marketers at traditional firms will have to take if they hope to win.
In this webinar you'll learn:
- Six steps to winning any narrative battle
- Key consumer beliefs around robo advisors
- How traditional asset managers can leverage narratives to communicate more effectively, from marketing content to PR
FlexShares' Disciplined Duration MBS Index Fund offers more exposure to mortgage-backed securities.
MBSD attempts to give investors mortgage-back securities (MBS) benefits while also limiting effective duration contraction and extension variability. Duration is the sensitivity of a fixed income security’s price to a change in interest rates. Historically it has been a viable alternative for individual and institutional investors to help minimize risk with MBS securities. Unlike legacy MBS products, MBSD tracks an index comprised of MBS securities from a variety of U.S. agencies.
Want more information about Disciplined Duration MBS Index Funds from FlexShares? Contact us today. https://www.flexshares.com/contact-us
Find out how the FlexShares Morningstar US Market Factor Tilt Index suite of funds are engineered to provide deep exposure to the broad US equity market, while seeking to take advantage of the longer-term small cap and value performance advantage.
SKOR and LKOR ETFs use nontraditional indices based on US corporate bond credit scores, which we believe offer a leading indicator of rating changes. To support liquidity, the indices are limited to only the most liquid issues. To identify quality, the indices focus on the metrics we believe matter most in fixed income: management efficiency, profitability and solvency.
Replay eligible for one CFP Board® and IMCA® CE credit.
Nearly 10 years after its unprecedented response to the 2008 crisis, the Fed is finally making plans to unwind $4 trillion of fixed income investments. Other global central banks are not far behind. From interest rates to credit spreads and defaults, the impact of these actions will reach all corners of the fixed income market. Matt Toms Fixed Income CIO for Voya Investment Management will discuss:
• Pitfalls and risks in the current fixed income market;
• Overlooked opportunities; and
• What investors should consider when building fixed income portfolios to navigate this uncharted environment.
Matt will answer attendees’ questions during the session and will be available to continue the discussion on APViewpoint.
The CFP Board® has accepted this program for one hour of CE credit towards the CFP® certification. In addition, IMCA® has accepted this program for one hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session we can report your attendance to these organizations.
Generating income in a low yield environment has become a hot button issue for many investors. With low interest rates and falling bond yields, many income seekers have turned towards equities.
Jake Bambridge, Head of EMEA Product Marketing at FTSE Russell is joined by Adam Laird, Head of ETF Strategy Northern Europe, Lyxor ETFs and Vera Cady, Senior Research Analyst at FTSE Russell to discuss:
•Equity income indexes: the differences you need to understand
•Avoiding the ‘yield trap’ – balancing high quality and high dividends
•Accessing equity income via ETFs: exposures, liquidity and diversification
•Smart beta approaches to equity income: preparing for unexpected outcomes
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 Yvette Murphy, Senior Product Manager, FTSE Russell
Arne Noack, Director, ETF Development for the U.S. , Deutsche Asset Management and Luke Oliver, Director, Head of U.S. ETF Capital Markets, 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
The idea of "wherever, whenever" banking has forever changed how consumers expect to bank and borrow, and today's emerging technologies like conversational agents are only adding fuel to that fire.
As the ante continues to be raised by those inside and outside of the sector (read Amazon, Uber, and Apple just to name a few), financial institutions are working harder than ever to quickly deliver compelling, simplified, and differentiated digital experiences that translate into customer loyalty.
On this webinar, Jared Johnson sits down with Discover's Director of Digital Experiences, Steve Furman, to discuss:
- Why retail banks and lenders must re-imagine customer experiences across the entire customer journey
- The importance of introducing new digital products and services to stay competitive in today’s changing world
- How retail banks should look to tackle digital transformation from the inside-out
- And much more!