Sector Investing via Futures – the why, what and how

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Presented by

Paul Woolman, CME Group; Tim Edwards, S&P DJI; Brendan Maton, IPE

About this talk

Market participants around the world – from major institutional investors to active individual traders – use Futures and ETFs to gain access to benchmark equity index sector exposure. These two instrument types are typically preferred for their sector exposure, liquidity, pricing, and ease of trading, relative to alternatives. Join our webinar to hear from Paul Woolman, Head of Equities EMEA at CME Group, and Tim Edwards, Managing Director, Index Investment Strategy at S&P Dow Jones Indices, as they provide a full overview of Equity Sector Investing in the context of Futures and ETFs – across these seven key factors: • Granular Exposure, providing diversification and the ability to target specific sectors • Relevance, the driving role of sectors in recent U.S. equity performance, scales of outperformance opportunity, and the applications for active strategies • Cost comparison of expenses that affect the total cost between Futures and ETFs • Liquidity analysis across several US benchmark equity Futures and ETFs • Capital efficiencies and key features of margin offsets in Futures vs the fully funded nature of ETFs • Operational efficiencies, such as opportunities for currency exposure, UCITS eligibility and managing the roll • Tax considerations and applications for Futures and ETFs This event is hosted by Brendan Maton from IPE
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