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The Investment Outlook ahead: What are the opportunities in 2017 and beyond?

CISI Annual Conference
Recorded Mar 8 2018 49 mins
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Presented by
Gregg Guerin
Presentation preview: The Investment Outlook ahead: What are the opportunities in 2017 and beyond?

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  • [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 January 2018 has approximately $124.8 bn global assets under management (which includes $56.9 bn in UITS where FTP is sponsor).

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  • Title: The Investment Outlook ahead: What are the opportunities in 2017 and beyond?
  • Live at: Mar 8 2018 4:25 pm
  • Presented by: Gregg Guerin
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