Name: Global Equities | Active Management, Quality Investing and Shariah Principles
Start: 2021-03-24T15:00:00Z
End: 2021-03-24T15:01:01.000Z
Location: BrightTALK
Rating: 3

HANetf is an independent ETF provider founded by two of Europe’s leading ETF pioneers, Hector McNeil and Nik Bienkowski, to challenge conventional approaches to ETF product development and create distinctive opportunities for investors.  

HANetf’s unique UCITS ETF range is the result of close collaboration with leading asset managers that leveraged HANetf’s full-service white-label ETF platform to simplify the set-up, launch and distribution of their investment ideas.

The global ETF industry has tripled since 2015, totalling $10.9 trillion at the end of July 2023, with over 8,000 ETFs listed - and we believe this is only the beginning.

Asset managers, banks and insurance companies are now looking at ETFs as a serious strategic opportunity that will enable them to grow and meet the needs of modern investors.

HANetf is Europe's largest provider of white-label ETFs and ETCs, providing a full white label operational, regulatory, distribution and marketing solution for asset managers who want to successfully launch and manage UCITS ETFs and ETCs.

We'll be joined by experts from London Stock Exchange Group, A&L Goodbody and GHCO to discuss the ETF opportunity in the European market and the beginning-to-end process of launching an ETF in Europe.

We will cover:
- European ETF opportunity, including developments in ESG, MIFID II, CSDR
- UCITS regime, legal process & other regulatory considerations such as crypto ETP issuance
- Role of the custodian & administrator in the European market
- Listing and trading ETFs on LSE and cross-listing via the UCITS wrapper
- Tailor-made index solutions for ETFs
- Q&A

Speakers:
- Hetal Patel - Head of Business Development, Exchange Traded Products, London Stock Exchange
- Roxane Sanguinetti - Head of Strategy, GHCO
- Stephen Carson - Head of Asset Management & Investment Funds, A&L Goodbody
- Jason Griffin - Head of Capital Markets, HANetf

For professional investors only. Capital at risk.

How to enter the European UCITS ETF market

Five years ago, we launched 3 ETFs to help investors capitalise on the growth of emerging markets and tech megatrends.

Join our webinar to explore how these themes have evolved and what lay ahead for emerging markets and disruptive tech megatrends, as we celebrate the 5th anniversary of our Emerging Markets ETF, Tech Megatrends ETF, and Cloud Technology ETF.

Questions to be covered include:
• 5 years on: The story so far
• Do investors need to worry about the China tech crackdown still?
• Will India be the “next China”?
• Why should investors use equal-weighting for their tech exposure?
• What is the outlook for cloud computing?

Speakers:
• Kevin Carter, Founder and CIO at EMQQ Global
• Anthony Ginsberg, CEO at GinsGlobal Index Funds

For professional investors only. Capital at risk.

Emerging markets and tech megatrends: Investing in the digital revolution

Mexico’s economy stands out among the rest of Latin America. The country has one of the lowest debt-to-GDP ratios in the region and comparatively higher fiscal space. Being comparatively well positioned macroeconomically has spurred investor interest in Mexican government debt, which is now among the most liquid and actively traded in the broader Latin American market. Given its investment grade status, its open economy, and its position as one of the largest emerging market economies, Mexican debt is also increasingly attractive for asset managers in Europe.

We will be covering:
- The economic outlook of Mexico
- The case for Mexican bonds
- Why a UCITS ETF is the best way to access the market

Speakers:
Jessica Roldán Peña, Chief Economist at Finamex
Finamex’s chief economist since 2019. Prior to this, Jessica worked for 16 years at Banco de México, Mexico’s Central Bank, where she specialized in monetary policy and financial markets issues. During her last 5 years at this institution, she led the Monetary policy Research Unit.

Oscar Luna Farell, Fixed Income Head Trader at Finamex
Finamex’s Head Trader since 2017. Prior to this, Oscar worked for Goldman Sachs, where he helped launch the Mexican branch of the bank. He also specialized in providing market making activities of Mexican Fixed Income products for both local and offshore institutional clients. His market making experience in Mexican fixed income dates since 2010, as he also worked for Deutsche Bank and UBS.

Almudena Ruiz González, Equity Strategist Director at Finamex
Almudena joined Finamex Asset Management since 2015. She started managing the Mexico Equity Strategies, and now manages US and global equity strategies as well. Prior to this, Almudena worked in Bank of America, New York in Private Banking, structuring portfolios for UHNW clients. 

Moderated by Tom Bailey, Head of Research at HANetf.

For professional investors only. Capital at risk.

Investing in Mexico: The case for Mexican government bonds

On 4th July, 2023, we launched Future of Defence UCITS ETF on London Stock Exchange (Ticker: NATO) and Deutsche Börse Xetra (WKN: A3EB9T). NATO allows investors to gain exposure to global companies generating revenues from NATO and non-NATO ally defence and cyber defence spending.

Russia’s invasion of Ukraine showed that the post-Cold War era is over. Countries are now waking up to their potential security vulnerabilities, be it in terms of military hardware or cyber defences.

In 2022, only seven of NATO's then-30 members met the 2% of GDP military spending target set by NATO. But with war breaking out in Europe and tensions ratcheting up elsewhere, NATO members are now taking their defence spending seriously. The 2% target is now spoken of as “a floor not a ceiling.”

At the same time, investors that have previously avoided investing in the defence sector due to ESG concerns are reassessing. For a growing number of investors, companies involved in developing and producing the means for countries to defend themselves against aggressor states should not face automatic exclusion.

Join our webinar to find out more about the investment opportunity in the ‘Future of Defence’.

Speakers:
• Jane Edmondson, Co-founder and CEO at EQM Indexes
• Julie Cane, Co-founder and CEO at Democracy Investments, former U.S. Naval Aviator

Defence spending hits record highs: Are your portfolios ready?

With its European Green Deal, the EU has set itself a very ambitious goal of becoming the first climate-neutral continent.

It is Europe’s new growth strategy. Through the European Green Deal, the EU aims to achieve three goals at the same time: save the planet, boost its economy and be more energy independent.

HANetf is working with Société Générale to build a new ETF offering exposure to the SGI European Green Deal Index. The index aims to leverage the investment potential of the 4 key sectors that could benefit from this ground-breaking agreement:

- Clean energy,
- Sustainable mobility,
- Building and renovation; and
- Circular economy.

Join us for a webinar with experts from Société Générale to learn the investment case presented by this ground-breaking growth plan.

Speakers:
- Marjorie Rousseau, Head of Thematic and Alternative Distribution at Société Générale Corporate and Investment Banking (SGCIB)
- Roland Kaloyan, Head of European Equity Strategy at SGCIB
- Bessem Braham, Financial Engineer, QIS Cash Equity and Retail Indices at SGCIB
- Tom Bailey, Head of Research at HANetf

For professional investors only. Capital at risk.

European Green Deal: Investing in Europe's bold new policy plan

The world is facing a structural shift towards decarbonisation, creating both risk and opportunity that no investor can ignore.

Companies with high associated carbon emissions will be punished by either policy or public opinion. At the same time, the move towards a low-carbon world is disrupting major industries such as energy and transport.
HANetf offers several solutions for reducing carbon exposure risk of investment portfolios as well as thematic ETFs providing exposure to clean energy, critical materials and electric vehicle charging infrastructure.

Join us on May 11 to find out more about decarbonisation solutions for your portfolio.

Speaker: 
• Tom Bailey, Head of Research, HANetf

Carbon and your portfolio: Decarbonisation, transition risk and thematic ETFs

The world is entering a new space age.

Digitisation has meant we are increasingly hungry for data transfer, be it for video-calls, e-commerce, video gaming, streaming, internet-of-things, or (potentially) self-driving cars. Space offers a way to transfer data via satellites. 
At the same time, we have seen the end of post-Cold War unipolarity. States are now once more engaged in intense geopolitical competition, of which dominance in space technology is a core part. 
These two trends are driving forward the space economy. However, whereas the previous Space Age of the 20th century was dominated by state spending, in the 21st century the private sector will play a much more prominent role. This creates an exciting new investment opportunity for investors.

Speakers: 

• Andrew Chanin, CEO at ProcureAM
• Tom Bailey, Head of Research at HANetf

May the fourth be with you: Investing in the space economy

Russia’s invasion of Ukraine showed that the post-Cold War era is over. Countries are now waking up to their potential security vulnerabilities, be it in terms of military hardware or cyber defences.

In 2022, only seven of NATO's then-30 members met the 2% of GDP military spending target set by NATO. But with war breaking out in Europe and tensions ratcheting up elsewhere, NATO members are now taking their defence spending seriously. The 2% target is now spoken of as “a floor not a ceiling.”  

At the same time, investors that have previously avoided investing in the defence sector due to ESG concerns are reassessing. For a growing number of investors, companies involved in developing and producing the means for countries to defend themselves against aggressor states should not face automatic exclusion.

The new EQM Future of Defence Index captures both the hardware and digital components of this growth in defence spending. Uniquely, the index’s methodology ensures that constituents have contracts with NATO or NATO-allied states.

Join our webinar to find out more about the investment opportunity in the ‘Future of Defence’.

Speakers:

• Jane Edmondson, Co Founder and CEO at EQM Indexes
• Tom Bailey, Head of Research at HANetf

NATO members hitting 2%+ GDP spending: What does it mean for investors?

Investors buying equities are increasingly concerned about ESG, taking into account risks associated with a company due to what it makes. But gold is not a company and is not covered by conventional ESG ratings. So how can investors determine if the gold they invest in is ESG-friendly?

Increasingly, investors in gold are taking into account how “responsible sourcing” of the gold in their portfolios. This focuses on the main ESG risks in the gold supply chain such as how the gold was extracted, who profited, the treatment of miners and supply chain labourers and whether there is a risk that the gold has been used for money laundering, terrorist financing or supporting war.

HANetf is partnered with Britain’s oldest company, The Royal Mint, to provide investors access to create The Royal Mint Responsibly Sourced Physical Gold ETC (RMAU). This ETC is backed exclusively by post-2019 London Bullion Market Association’s Responsible Gold Sourcing Programme. The gold backing the ETC is also partially recycled.

Speakers:

• Steve Jones, Business Development Manager at The Royal Mint
• Varsha Peiris, Head of Good Delivery at LBMA
• Tom Bailey, Head of Research at HANetf

Responsibly Sourced Gold: Investing In Gold That Aligns With Your Values

Over three years since the onset of COVID-19, the globe is reopening as countries finally lift the last of their travel restrictions. Is the travel sector about to experience a delayed rebound?

Join us to discover why it could be the opportune moment to invest in the travel sector’s recovery.

Key Topics:
- Catering for pent-up demand: The last lockdowns are lifting worldwide, and holidays are expected to surge
- Airlines taking flight: The latest tailwinds affecting the global airline industry
- Hotels and online booking: The infrastructure underpinning the travel sector

 Speakers:
- Andrew McWilliams, Managing Partner at 43rd Parallel LLC
- Frank Holmes, CEO and CIO at U.S. Global Investors 
- Tom Bailey, Head of Research at HANetf

Wheels up: Why the travel sector is experiencing a delayed rebound

Companies in Europe have to purchase European Union Allowances (EUAs), known as “permits to pollute”. Each year, the EU issues less and less of these, which drives their value up. Join us to discover how playing the carbon market could present an investment opportunity.

In this webinar, we invited leading market experts to discuss:
- Fundamentals and the market outlook
- Carbon allowances as an asset class
- Case studies demonstrating the implementation of investing strategies

Join us to explore how carbon allowances can be used to diversify your portfolio while creating environmental impact. It is time to focus beyond carbon credits and learn about the other 99% of globally traded carbon instruments!

Speakers:
- Jan Ahrens, CEO at SparkChange
- Madeline Hume, Senior Research Analyst at Morningstar Research Services LLC
- Nicolas Girod, Chief Technology Officer at ClearBlue Markets
- Tom Bailey, Head of Research at HANetf

Carbon as an asset class: Characteristics and use cases for EUAs

The digital revolution is upon us. Swathes of people in emerging markets are accessing internet for the first time, 5G is being rolled out in countries from India to South Africa, and blockchain could represent the future of finance.

Join us on 30th March at 16:00 GMT to discover more and learn why the digital economy should be on your radar.

Key Topics:
- The Digital Revolution: megatrends including robotics, cybersecurity, future cars, genomics, social media, and the Cloud.
- The Future of Finance: payment platforms, exchanges, miners, and blockchain technology.
- The 5G Rollout: dramatic acceleration of digitalisation and virtual communication across the globe.
- The Great Confluence: the ecommerce boom as swathes of people gain access to the internet for the first time.

Speakers:
- Anthony Ginsberg, CEO at GinsGlobal Index Funds
- Mark Abssy, Head of Indexing at Tematica Research
- Kevin Carter, Founder at EMQQ Global
- Tom Bailey, Head of Research at HANetf

Tech Trouble: Why the Digital Economy Should Be On Your Radar

The global economy is going through a structural change: a reduction of our dependence on fossil fuels in favour of low-carbon and renewable energy sources.

This will increase demand for the metals and material vital for the generation, transmission, and storage of clean energy. These materials include:
• Rare earth metals and silver for clean energy generation.
• Copper for clean energy transmission.
• Lithium, nickel, manganese, cobalt, and graphite for clean energy storage.

To meet net-zero targets, global investment may need to accelerate to a yearly average of $4.2T from 2026 to 2030. This shift has been variously described as the "battery age" and the transition from a "carbon intensive to a metal intensive economy".

Just as 100 years ago, the introduction of the Ford Model T led to the creation of the global oil industry and companies that were among the largest in 20th century, the transition to net-zero will create new winners among the producers of materials needed for clean energy.

Presenters:
• John Ciampaglia, CEO at Sprott
• Steven Schoffstall, Director, ETF Product Management at Sprott
• Tom Bailey, Head of Content and Research at HANetf

Join our webinar to find out more about the case for investing in energy transition materials.

Investing in Energy Transition Materials

The clean energy revolution is fully underway with the global megatrend showing no sign of slowing down.

The global renewable energy market is forecasted to hit $1.9trn by 2030, up from $882bn, according to Allied Market Research, and will be crucial in the transition to a low carbon economy.

In 2021, SPDJI expanded its highly popular S&P Global Clean Energy Index. This let investors without a way to access the original 30 stock pureplay methodology. However, many large ETFs do not track this index, preferring instead to track indices which still maintain a high exposure to fossil fuels.

HANetf launched ZERO, an ETF tracking the original S&P index, to once more give investors access to the gold standard of clean energy indices.

In this lunchtime session, Nick Mersch of Purpose Investments weighs up the investment case for the index.

Key Questions:

• How does the original 30 stock index change to the expanded version?
• How have returns differed?
• What’s the outlook of the two indices going forward?

Pure-play Clean Energy - Keeping Focus on Renewable Producers

Join us for this not-to-be-missed webinar with HANetf's Head of Research, Tom Bailey. In this hour session, Tom will cover the new Thematic & Digital Assets Review: New Years, New Frontiers.

Thematic & Digital Assets Review, 2023

There was no shortage of risks to navigate in 2022. The year started off with inflation and rate rises weighing on markets. Soon, the world was rocked by Russia's invasion of Ukraine, which unleashed an energy crisis. 

To discuss the year ahead, we are joined by a panel of experts who will give both their broad outlook for 2022 and explain how it relates to their own areas of expertise.

We will cover:
Will the Fed finally pivot?
Can tech investing make a comeback?
What is in store for thematic investing?
Will geopolitical tensions continue to plague markets?
Does the growing "deglobalisation" theme threaten economic growth?

Speakers:
Mark Abssy, Head of Indexing at Tematica Research
Anthony Ginsberg, CEO of GinsGlobal Index Funds
Nawan Butt, Portfolio Manager at Purpose Investments
Kevin Carter, CEO and CIO of EMQQ Global

For professional investors only. Capital at risk.

Thematic ETFs: Outlook for 2023

This year, rising rates continued to weigh on stock market valuations. However, around 17th June markets reached an inflection point. The S&P 500 and other major indices started to rally, seemingly on the belief that Federal Reserve would reverse to easier monetary policy in next few months. Despite this much needed summer relief, both the S&P 500 and Nasdaq Composite finished the second third of year in negative territory. 
Simultaneously, and indeed consequently, the globe became enveloped in an energy crisis. The sudden cessation of gas supply from Russia contributed to record energy price spikes and widespread concerns about how to acquire alternative energy sources, especially as winter approaches. So how did thematic ETFs hold up in this context?
Join Tom Bailey, Andy Merricks and Konrad Sippel as we take a deep-dive into HANetf’s most recent Thematic Review. With the May – August 2022 Review focusing on the energy crisis and the implications on thematic ETFs, we’ll explore opinions for wealth managers and what industry experts have noticed from markets. 

Speakers:
Konrad Sippel: Head of Research at Solactive AG
Andy Merricks: Fund Manager at The IDAD Future Wealth Fund

For professional investors only. Capital at risk.

The global energy blackout & ETF solutions

Mexico’s economy stands out among the rest of Latin America. The country has one of the lowest debt-to-GDP ratios in the region and comparatively higher fiscal space. Being comparatively well positioned macroeconomically has spurred investor interest in Mexican government debt, which is now among the most liquid and actively traded in the broader Latin American market. Given its investment grade status, its open economy, and its position as one of the largest emerging market economies, Mexican debt is also increasingly attractive for asset managers in Europe.

We will be covering:
- The economic outlook of Mexico 
- The case for Mexican bonds
- Why a UCITS ETF is the best way to access the market

Speakers:
Jessica Roldán Peña, Finamex Chief Economist
Finamex’s chief economist since 2019. Prior to this, Jessica worked for 16 years at Banco de México, Mexico’s Central Bank, where she specialized in monetary policy and financial markets issues. During her last 5 years at this institution, she led the Monetary policy Research Unit.

Oscar Luna Farell, Finamex Fixed Income Head Trader
Finamex’s Head Trader since 2017. Prior to this, Oscar worked for Goldman Sachs, where he helped launch the Mexican branch of the bank. He also specialized in providing market making activities of Mexican Fixed Income products for both local and offshore institutional clients. His market making experience in Mexican fixed income dates since 2010, as he also worked for Deutsche Bank and UBS. 

Almudena Ruiz González, Finamex Asset Management
Almudena joined Finamex Asset Management since 2015. She started managing the Mexico Equity Strategies, and now manages US and global equity strategies as well. Prior to this, Almudena worked in Bank of America, New York in Private Banking, structuring portfolios for UHNW clients. She also worked in Ixe Casa de Bolsa, a Mexican broker, where she joined the Institutional Sales team. 

For professional investors only. Capital at risk.

In September 2020, Almalia launched the world’s first actively-managed global equity ETF (Exchange Traded Fund), employing Shariah investment principles. The aim of the Almalia Sanlam Active Shariah Global Equity UCITS ETF is to achieve capital growth over the medium to long term, whilst complying with principles of Shariah investing.

Working with Sanlam Investments, the fund will invest in companies of a high quality with wide economic moats.

We will be discussing: 
•	The new companies that have been added with a specific look at Boston Scientific 
•	Factors influencing current fund constituents
•	The impact of emergency monetary stimulus
•	An outlook for global equities 
•	Q&A

For professional investors only. Capital at risk.

Global Equities | Active Management, Quality Investing and Shariah Principles

Active Management

Equities

ETFs

Global Equities

Investments

market analysis

quality investing

shariah

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Global Equities | Active Management, Quality Investing and Shariah Principles

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