The ETF Weekly Update: The Battleground between Institutional & Retail Investing
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
RecordedOct 10 201960 mins
Your place is confirmed, we'll send you email reminders
Allan Lane, PhD, Algo-Chain | Michael John (“MJ”) Lytle, Tabula IM | Jason Smith, CIO Tabula IM
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
Allan Lane, PhD, Algo-Chain | Callan Boyle, Linear Investments | James Churchman, Linear Investments
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
Allan Lane, PhD, Algo-Chain | Rupert Haddon, First Trust | Gregg Guerin, First Trust
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.
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?
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
Allan Lane, PhD, Algo-Chain | James Shanks, Tavira | Stuart Fieldhouse,The Armchair Trader
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
Allan Lane, PhD, Algo-Chain | Sam Rudnick, eToro | Irene Bauer, Twenty20 Investments
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
- 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 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
Allan Lane, PhD, Algo-Chain | James Shanks, Tavira | Stuart Fieldhouse,The Armchair Trader
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
Allan Lane, PhD, Algo-Chain | Claire Peck, CFA, JP Morgan Asset Management | John Adu, JP Morgan Asset Management
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
The ETF Weekly Update: The Battleground between Institutional & Retail InvestingAllan Lane, PhD, Algo-Chain | James Shanks, Tavira | Stuart Fieldhouse,The Armchair Trader[[ webcastStartDate * 1000 | amDateFormat: 'MMM D YYYY h:mm a' ]]59 mins