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.
A preview of this year's conference with guests George Gay, CEO of First Affirmative Financial Network; Jan Mercer Dahms, CEO of the SRI Conference & Community; Greg Vigrass, President of Folio Institutional
Jim McDonald gives an inside look into our new capital market assumptions research, which identifies the key investment theme shifting the global asset allocation, risk and return landscape over the next five years.
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
Our forecast for fixed income calls for continued low interest rates and relatively steady credit spreads for the next five years, leading to lower returns. Given this outlook, our head of quantitative strategies explores how investors can seek more from their fixed income investments.
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.
Listen as Sam Azzarello, Global Market Strategist at J.P. Morgan ETFs, and Tom Lydon, Editor and Publisher of ETF Trends, discuss the current market environment and where we see opportunities for investors.
It’s hard to keep up with fast-changing markets and rapidly evolving ETFs. That’s why we’ve worked with ETF Trends and the NYSE to bring you a new quarterly series called “In the Know.” Each quarter, you’ll gain access to industry experts discussing the latest developments and opportunities in the ETF space.
The first half of 2018 was challenging for emerging markets, with rising interest rates, trade disputes, weaker earnings and Turkey and Argentina dominating headlines. While investor confidence may have fallen, we believe Asia's economic fundamentals make the region resilient and distinguish it from other emerging markets.
Please join an exclusive webcast with a panel of industry experts from Matthews Asia for an interactive discussion on:
•What is driving market volatility
•Whether markets have priced in enough uncertainty
•The state of Chinese corporate earnings
•Where we are finding value
•How we seek to mitigate volatility through security selection and portfolio construction
*** Please note that this webinar is addressed exclusively to professional investors in the US. ***
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
Michael Curtis, Product 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
Growth-oriented equities have enjoyed strong performance in the past several years, but are now under extreme pressure to continue on their growth trajectory. Head of Quantitative Strategies, Michael Hunstad, explores the ramifications.
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.
With the stock market still touching all-time highs and yields still recovering from historic lows, investors are likely searching far and wide for ways to diversify and/or increase their income. In this webinar, GraniteShares CEO Will Rhind will discuss why, in a rising interest-rate environment, investors may want to take a closer look at pass-through securities as a potential alternative to bonds or dividend paying stocks.
Join us for an in-depth discussion that will cover:
-Efficient access to MLPs, REITs, CEFs, and BDCs
-Benefits and risks of pass-through securities
-Yield, diversification and liquidity in today’s market
-ETF opportunities, cost & tax considerations
At Artivest, we believe cannabis may present a rare and compelling investment opportunity. Attend our live event to learn more about our measured investment approach for an emerging industry with an opportune growth curve.