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Defining Smart Beta

Gregg will define Smart Beta while discussing how the First Trust’s AlphaDEX® UCITS ETF methodology seeks to capture Value, Momentum and Size market factors. Gregg has extensive academic knowledge of market anomalies and behavioural economics, and he will explore how and why these factors should persist.
Recorded Feb 15 2018 39 mins
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Presented by
Gregg Guerin, Senior Product Specialist at First Trust
Presentation preview: Defining Smart Beta

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  • Channel
  • Channel profile
  • The Power of IPOs & Spin-Offs - New US Opportunities Recorded: Nov 21 2018 40 mins
    Greg Guerin, Senior Product Specialist
    It’s no secret that the thematic offering of IPOs and Spin-Offs constitute a significant part of equity capital markets activity and are seen as drivers of innovation and growth.

    According to Bloomberg, from 2002 through September 2018, U.S. IPOs have raised over $529.49 billion USD in market cap.

    The key is to find the right investments and the right solution for you!
    The primary motivation for many investors regarding IPOs is to receive a short-term surge in price, regardless of a stock’s longer-term potential for success or failure.

    At First Trust, we take a different approach. Through our disciplined and rules-based approach, we seek to capture asset allocation benefits of strong performing U.S. companies as they transfer from a private to a publicly traded company post-IPO.

    This webinar aims to help enhance your understanding how IPOs and Spin-Offs work and how the IPOX®-100 U.S. Index technology can help investors get exposure to unique factors, not possible with conventional benchmarks.

    Webinar Highlights:
    •What are IPOs and Spin-Offs
    •Thematic approach: The market data and investment rationale
    •Why long-term asset allocation capture is behind FPX
    •Discuss the specialist FPX rules based and diversified ETF wrapper
  • Dividends Done Differently - Finding Quality In The Market Recorded: Nov 15 2018 44 mins
    Greg Guerin, Senior Product Specialist
    Gregg will provide a detailed look at dividend investing, a brief summary of its history and highlights of a few powerful factors that could potentially lead to success or failure in equity income investing. He will also walk through our First Trust’s time-tested approach to equity income investing, how we firmly believe that investors’ buy companies, not dividends and why now might be a good time to add equity income at this point in the cycle.
  • ETFs Quick Fire Round - Gregg Guerin (First Trust) Recorded: Oct 3 2018 12 mins
    Ryan Ross & Gregg Guerin
    In this interview, shot at Inside ETFs Europe, 2018, Gregg Guerin (First Trust) walks us through the following;
  • Investing In The Blockchain Revolution. What’s Behind The Hype? Recorded: Sep 11 2018 60 mins
    Greg Guerin, Senior Product Specialist
    The blockchain revolution has arrived, and we believe it has the potential to impact the world just as much as the internet has since the 1990's. On the 11th of September we will be hosting a webinar discussing the hype behind the ‘Blockchain Revolution’, including taking a look into the technology.

    Webinar Highlights:
    - What is Blockchain & The Technology Behind The Phenomenon
    - Transformation/Exponential Technologies Like The Internet of Things (IOT)
    - Not Simply Bitcoin But The Technology Enabling Cryptocurrencies
    - Who Are The Beneficiaries Of The Blockchain Technological Revolution
    - Europe’s First Blockchain UCITS ETF – A Diversified & Liquid Global Opportunity
  • Investing in the Internet…The Evolution Continues! Recorded: Aug 21 2018 43 mins
    Gregg Guerin, Senior Product Specialist
    First Trust will be hosting a webinar discussing the power of thematic internet investing, the future potential investment behind the ‘Internet Evolution’, the growth of the internet and a way to gain exposure to the giant and popular FANG stocks. (Facebook, Amazon, Netflix and Google)

    Webinar Highlights:
    - Case Study: The Power of Thematic Investing and the Dow Jones Internet Composite Index
    - In-depth Discussion on The Four Mega-Cap Tech Juggernauts – the ‘FANGS’
    - Multiple Facets of the Internet: How we Use it and How It’s Changing our Lives
    - The Potential Investment Opportunities That Arise from Internet Evolution
    - Exposure to a Broad Array of Interned-Based Themes
    - First Trust’s Dow Jones Internet UCITS ETF (“FDN”): A Diversified FANG Plus Opportunity
  • [CPD]: Harness the Power of Quantitative Investing to Survive a Fee-Based Enviro Recorded: Mar 15 2018 45 mins
    Gregg Guerin, First Trust • Cameron Lilja, Nasdaq Global Indexes • Jay Gragnani, Nasdaq Dorsey Wright
    Nasdaq Dorsey Wright & First Trust Bring AlphaDEX® to European Advisors | .5 CPD Credit

    The growth of technology & fee based advisory in the United States has been a powerful driver of the adoption of ETFs and the outsourcing of Model Portfolios by financial advisors and wealth managers.

    MiFID II and the rise of robo advisors look set to reshape advisor business models and accelerate these same trends among investors in Europe.

    Nasdaq Dorsey Wright and First Trust have been at the forefront of this investing revolution in the United States, delivering quantitative asset allocation strategies and systematic smart beta ETFs to empower advisors to compete in this new world.

    The combination of Nasdaq Dorsey Wright Relative Strength Model Portfolios and First Trust AlphaDEX® ETFs is a powerful solution now available to advisors in Europe to enable them to potentially thrive in the era of the robo advisors.

    In this session participants will learn:
    -How to implement a systematic approach to asset allocation utilising ETFs
    -How to differentiate between smart beta exposures
    -Nasdaq Dorsey Wright relative strength asset allocation methodology
    -First Trust AlphaDEX® security selection strategy

    "AlphaDEX®" is a registered trademark of First Trust Portfolios L.P. First Trust Portfolios L.P. has obtained a patent for the AlphaDEX® stock selection methodology from the United States Patent and Trademark Office.

    •Gregg Guerin, Senior Product Specialist, First Trust Global Portfolios
    •Cameron Lilja, Director of Research & Development, Nasdaq Global Information Services
    •Jay Gragnani, Head of Research & Client Engagement, Nasdaq Dorsey Wright
  • AlphaDEX – A behavioural approach to stock selection Recorded: Mar 8 2018 60 mins
    Gregg Guerin
    First Trust’s AlphaDEX® methodology combines proven fundamental factors in a range of systematic equity ETFs. First Trust has pioneered fundamentally based ETFs with over 10 years of AlphaDEX® track record. In this presentation, Gregg will introduce how to capture the three market anomalies (Size, Value, and Growth) from the Nobel-prize winning modern portfolio theory (MPT) to potentially outperform market capitalization weighted indices in various equity markets.
  • Defining Smart Beta Recorded: Feb 15 2018 39 mins
    Gregg Guerin, Senior Product Specialist at First Trust
    Gregg will define Smart Beta while discussing how the First Trust’s AlphaDEX® UCITS ETF methodology seeks to capture Value, Momentum and Size market factors. Gregg has extensive academic knowledge of market anomalies and behavioural economics, and he will explore how and why these factors should persist.
Smart Way to Invest
First Trust was established in 1991 and today the business is made up of First Trust Advisors L.P., First Trust Portfolios L.P. (“FTP”) and First Trust Global Portfolios Ltd (“FTGP”). FTGP was established in 2011 with a single minded mission to be the gateway and distributor of trusted, innovative and superior investment solutions to European clients.

First Trust has a long proven track record in providing rules-based and thematic investing across a range of equities, fixed income and alternatives. Our specialist investment managers apply a robust and disciplined approach in providing a unique low cost and transparent way to invest over the long term.

Today First Trust is one of the fastest growing global ETF providers and as at the end of July 2018 has approximately $130.46 bn global assets under management (which includes $55.02 bn in UITS where FTP is sponsor).

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