Managing Volatility: Index approaches for a smoother ride

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Presented by

Marlies van Boven, Managing Director, Research & Analytics, FTSE Russell; Brendan Maton, IPE

About this talk

When faced with market volatility, many institutional investors typically allocate a percentage of their portfolio to cash. Sitting, waiting, for the waters to calm before they dip their ‘investment toe’ back in. However, non-participation presents a timing risk and may mean ‘missing the boat’ when markets calm and climb. How can investors reduce overall portfolio risk while remaining invested? How can index-based investment approaches help investors meet their defensive objectives? In this webinar Marlies van Boven, PhD, Managing Director Research & Analytics, FTSE Russell examines what popular indexed-based strategies can do to help limit the impact of portfolio volatility and mitigate risk. • Volatility – what are the key drivers behind the current market volatility? • Common defensive Index based strategies. Philosophy, design and objectives • The Minimum Variance approach – Reducing overall portfolio volatility, while maintaining diversification • Assessing relative performance via Analytics + FTSE Russell’s Analytics tool • Q&A
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