Name: How to pick funds when designing a Model Portfolio
Start: 2019-09-19T15:00:00Z
End: 2019-09-19T15:58:01.000Z
Location: BrightTALK

This week, You'll learn about 

-Why there is still scope for innovation in passive products
-Using passive fixed income ETFs to make precise asset allocations
-How to use ETFs to access alternative sources of return

Panel:

Allan Lane, PhD | Founding Partner, Algo-Chain
Michael John (“MJ”) Lytle, │ Chief Executive Officer, Tabula Investment Management
Jason Smith│ Chief Investment Officer, Tabula Investment Management

The Rise of Passive Fixed Income: Broad Exposures vs Precision Tools

Panel:

Allan Lane, PhD | Founding Partner, Algo-Chain
Callan Boyle│ Vice President of Fund Investments, Linear Investments
James Churchman │ Head of Sales, Linear Investments



You'll learn about 
- The role that Active funds play in the UK's Model Portfolio Landscape and how this market is evolving
- The types of active products that are selected by DFMs and Financial Advisors and what are the key steps of the due diligence process that goes on behind the scenes
- Why the management lifecycle of a portfolio comprising active funds might differ from one built using passive funds

An Insider's View of the Active Model Portfolios Landscape

This week, you'll learn about: 

- How the impact of innovation and technology has reshaped the classification schemes driving sector investing. 
- Why Exponential Technologies might land in your investment portfolio sooner than you think. 
- What are the trends in Thematic Investing that are garnering the most interest from the end investor base.

Innovation, Exponential Technologies & The Benefits of Thematic ETFs

You'll learn about: 

What part do Model Portfolios play in the UK's Financial Advisor eco system?
What are the issues one needs to address if you want to successfully use ETFs on Advisor platforms?
How to select ETFs for tactical asset allocations based on the latest Macro-Economic data?

A Deep Dive on Constructing ETF Model Portfolios

You'll learn about

How the various categories of ETFs performed in 2019 and what 2020 might have in store
Why themed investing will remain a hot favorite in the year ahead
Things to consider when designing a Model Portfolio using themed ETFs

Panel:

Allan Lane, PhD | Founding Partner, Algo-Chain
David Patterson│ Director, hanetf
Kevin Carter │ Founding Partner, EMQQ the Emerging Markets Internet & E-Commerce ETF

Core / Satellite Model Portfolios Using Themed Based ETFs

This week, You'll learn about:


What are the key differences between an institutional & retail investor?
In the US the race to zero on brokerage fees continues apace, where will Europe be in 2020?
What a perfect Model Portfolio look like for each of the different segments

Panel:

Allan Lane, PhD | Founding Partner, Algo-Chain
James Shanks │ Head of ETF Strategy, Tavira
Stuart Fieldhouse | Director, The Armchair Trader

The ETF Weekly Update: The Battleground between Institutional & Retail Investing

This week, you'll learn: 

What is meant by Social Investing Platforms and Copy Trading?
How the world of FinTech is re-shaping the WealthTech space
Why Model Portfolios are playing a key role in both of these movements

Participants
Allan Lane - Algo-Chain - Co Founder 
Sam Rudnick - AUM Growth Manager - eToro
Irene Bauer - CIO - Twenty20 Investments

The ETF Weekly Update: The FinTech Frontiers: Alpha Generation vs Copy Trading

This week, You'll learn about: 

- Why ETF issuers remain very optimistic about the opportunity that Fixed Income investing brings to the table
- The top 3 myths about Fixed Income ETFs that are simply not true
- A diversified approach using Fixed Income products, ranging from China Bonds and smart beta fixed income ETFs


Panel:

Allan Lane, PhD | Founding Partner, Algo-Chain
Jürgen Blumberg │ Head of ETF Capital Markets EMEA – Goldman Sachs Asset Management 
Jonathon Orr | Fixed Income Portfolio Manager at Goldman Sachs Asset Management

The ETF Weekly Update: The Versatility of Fixed Income ETFs

You'll learn about

- The history of ESG in the Passive Investment space, the products on offer and who the main providers are
- The Top 3 Tips to consider when constructing an ESG centric Model Portfolio
- How you can find your way through the various ESG screening methodologies

Panel:

Allan Lane, PhD | Founding Partner, Algo-Chain

Irene Bauer, PhD│ Chief Investment Officer, Twenty20 Investments

The ETF Weekly Update: Oct 24th

You'll learn about

The next generation of ETFs which provides access to investment strategies that were once the preserve of the Hedge Fund Industry
Understand what is meant by a Digital Distribution Network and why this matters for fund providers
What are the key points to consider when looking to construct Model Portfolios using Beta, Smart Beta and Alternative ETFs.

Panel:


Allan Lane, PhD | Founding Partner, Algo-Chain


Claire Peck, CFA │ Client Portfolio Manager – Emerging Markets Equities, JP Morgan Asset Management


John Adu, | Co-Head of ETF Distribution,  JP Morgan Asset Management

Model Portfolios in a Digital Investment World

How to pick funds when designing a Model Portfolio

You'll learn about:


Why have model portfolios proved to be so popular? 
 
What type of products are Financial Advisors and Discretionary Fund Managers typically including when they build these portfolios? 

How do you actually go about building a model portfolio, what are the practical considerations when selecting funds? 

 
Panel:


Allan Lane, PhD | Founding Partner, Algo-Chain


Joshua Woodruff, CFA │ Senior Manager, Portfolio Consulting, Vanguard Asset Management


Irene Bauer, PhD, | Chief Investment Officer, Twenty20 Investments

How to pick funds when designing a Model Portfolio

Investment Management

ETFs

Model Portfolio Service

Risk Management

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UK Wealth Managers

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

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US Financial Advisors

Welcome to the US wealth managers community on BrightTALK. Join this community to hear industry experts share market, compliance, legal, tax and fund updates and analysis. You can also find helpful tips on financial planning, asset allocation, portfolio management and engaging and retaining high net-worth (HNW) clients.

US Wealth Managers

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How to pick funds when designing a Model Portfolio

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