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Core / Satellite Model Portfolios Using Themed Based ETFs

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
Recorded Jan 16 2020 120 mins
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Presented by
Allan Lane, David Patterson, Kevin Carter
Presentation preview: Core / Satellite Model Portfolios Using Themed Based ETFs

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  • Channel
  • Channel profile
  • An Insider's View of the Active Model Portfolios Landscape Recorded: Feb 20 2020 60 mins
    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
  • Innovation, Exponential Technologies & The Benefits of Thematic ETFs Recorded: Feb 13 2020 59 mins
    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.
  • A Deep Dive on Constructing ETF Model Portfolios Recorded: Feb 6 2020 59 mins
    Allan Lane, PhD, Founding Partner, Algo-Chain | Irene Bauer, PhD, Chief Investment Officer, Twenty20 Investments
    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?
  • Core / Satellite Model Portfolios Using Themed Based ETFs Recorded: Jan 16 2020 120 mins
    Allan Lane, David Patterson, Kevin Carter
    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
  • The ETF Weekly Update: The Battleground between Institutional & Retail Investing Recorded: Dec 23 2019 59 mins
    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
  • The ETF Weekly Update: The FinTech Frontiers: Alpha Generation vs Copy Trading Recorded: Nov 28 2019 59 mins
    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
  • The ETF Weekly Update: The Versatility of Fixed Income ETFs Recorded: Oct 30 2019 60 mins
    Allan Lane, Algo-Chain |Jürgen Blumberg, Goldman Sachs Asset Management | Jonathon Orr, Goldman Sachs Asset Management
    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: Oct 24th Recorded: Oct 24 2019 59 mins
    Panel: Allan Lane, PhD | Founding Partner, Algo-Chain; Irene Bauer, PhD│ Chief Investment Officer, Twenty20 Investments
    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: The Battleground between Institutional & Retail Investing Recorded: Oct 10 2019 60 mins
    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
  • Model Portfolios in a Digital Investment World Recorded: Oct 2 2019 60 mins
    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
  • How to pick funds when designing a Model Portfolio Recorded: Sep 19 2019 59 mins
    Allan Lane, PhD, Algo-Chain | Joshua Woodruff, CFA, Vanguard Asset Management | Irene Bauer, PhD, Twenty20 Investments
    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
The ETF Channel
The ETF Channel

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  • Title: Core / Satellite Model Portfolios Using Themed Based ETFs
  • Live at: Jan 16 2020 4:00 pm
  • Presented by: Allan Lane, David Patterson, Kevin Carter
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