The Power of IPOs & Spin-Offs - New US Opportunities

Presented by

Gregg Guerin, Senior Product Specialist

About this talk

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
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First Trust is a privately owned U.S. based financial services firm established in 1991. Our mission and approach are simple. We aim to offer investors a better way to invest by providing transparent and innovative solutions - through knowing what we own, investing for the long term, employing discipline and rebalancing our portfolios. These core principles are taken into consideration in all aspects of our business and are the building blocks of our reputation. It is through these principles that First Trust’s specialist investment managers apply a robust and disciplined approach to a range of methodologies. We have a strong track record in providing a variety of rules-based, thematic and actively managed strategies investing across a range of equities, fixed income and alternatives. In delivering our message, our regional sales teams work closely with prospects and clients to distribute First Trust’s range of single-country, regional and global solutions across the world. Today, First Trust is one of the fastest growing ETF providers globally.