Hi [[ session.user.profile.firstName ]]

Tilting Towards Small Cap and Value

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.
Recorded Nov 21 2017 3 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Presentation preview: Tilting Towards Small Cap and Value

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile
  • Why Wellness? A Deeper Dialogue into the Eye-Opening Results Recorded: May 23 2018 52 mins
    FlexShares; Barnaby Riedel; David Partain
    In December 2017, FlexShares ETFs engaged third-party research firm1 Riedel Strategy to conduct a national study of occupational wellness among financial advisors, to better understand the advisor experience and help advisors live better, more productive and satisfied lives. Nearly 700 people completed and returned the survey – giving us insight into the health and wellness of advisors from a range of firms across the United States. What we found, coming in the midst of a long-running period of market stability, might seem counterintuitive: Advisors are under a lot of stress. Conversely, they also are very satisfied with their occupational choice.
  • Disciplined Duration MBS Index Funds (MBSD) Recorded: Dec 11 2017 3 mins
    Shundrawn Thomas, Head of Funds and Managed Accounts Group, Flexshares
    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
  • Tilting Towards Small Cap and Value Recorded: Nov 21 2017 3 mins
    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.
  • Credit-Scored US Corporate Bond Index Funds (SKOR) Recorded: Nov 7 2017 4 mins
    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.
  • ESG/ESGG Integration Process Recorded: Oct 24 2017 4 mins
    Learn how we are investing in companies that are making a positive impact on the environment, social issues, and governance while exhibiting positive risk versus return.
  • ESG Investing - Aligning Values and Performance Recorded: Oct 10 2017 2 mins
    A growing number of investors are rethinking their core portfolio holdings. They are concerned not just about their portfolio’s bottom line, but about using their money to make a positive impact on the world. The question traditionally has been; do I have to give up potential returns? We say you shouldn’t have to…

    Learn about two new ESG-based ETFs from FlexShares that is designed to give investors the ability to put their money where their values are. Why sacrifice potential returns in your core portfolio in order to make sustainability a key part of your investments?
Built by Investors, For Investors
FlexShares exchange traded funds are designed to help institutional investors target their specific objectives. A pension plan sponsor may seek to manage inflation risk for plan participants while an insurance company may seek capital appreciation on surplus assets. FlexShares ETFs are “engineered” to produce persistent return attributes and serve as valuable components for portfolio construction. Our Flexible Indexing approach emphasizes transparency and cost efficiency to deliver non-traditional index strategies.

We bring investors our expertise as seasoned investment professionals intensely focused on identifying and delivering unique insights not already priced into the market. Investors can benefit from our dedication to advancing the science of index design and multi-asset class solutions and the clarity and transparency we deliver through our outcome-oriented ETF solutions. Flexshares leverages the investment expertise across our equity and fixed income disciplines to design solutions to address investor needs. Each strategy purposefully targets one or more of our fundamental investment objectives: Capital Appreciation, Risk Management, Income Generation and Liquidity Management.

As an ETF sponsor of choice, FlexShares leverages deep investment expertise, collaborative relationships with investing clients and a rich fiduciary culture to deliver distinctive ETFs.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Tilting Towards Small Cap and Value
  • Live at: Nov 21 2017 12:10 pm
  • Presented by: Flexshares
  • From:
Your email has been sent.
or close