FTSE: Preparing for the Inclusion of China A-shares in Global Benchmarks

Join Rolf Agather FTSE Russell, Mark Thompson CIO HSBC Pension Trust, Syed Haque,Director of Public Markets, UPS Investment Group and Andrew Knell, Senior Vice President and Senior Investment Strategist for Global Equity, Trust Asset Management as they debate the findings from the 2017 Smart beta survey from the studios of the London Stock Exchange

The results are in! The FTSE Russell 2017 Global Smart Beta Survey of asset owners details the latest trends, adoption rates, objectives, attitudes and expectations for smart beta across the globe. Download your copy now!

Recently, Pensions Age spoke to David Harris, Head of Sustainable Investment about how sustainable investment is coming to the fore and particularly around the advent of 'smart sustainability' indexes.

What do UK financial advisors need to know about ETFs?

This series of videos is designed to bring together UK-based financial advisors, wealth managers and ETF industry experts to answer common questions about Exchange Traded Funds.

In the fifth video in the series Darren Smith from 2Plan Wealth is joined by Irene Bauer from Twenty20 Investments, Amanda Rebello from Deutsche Asset Management and Andrew Keegan from iShares to discuss how ETFs can be used to easily build portfolios with different risk levels and themes.

What do UK financial advisors need to know about ETFs?

This series of videos is designed to bring together UK-based financial advisors, wealth managers and ETF industry experts to answer common questions about Exchange Traded Funds.

In the fourth video in the series Roger Tull from Positive Solutions is joined by Dave Abner from WisdomTree Europe, Chris Foxon from Jane Street and Patrick Ingram from Parmenion to discuss how ETF trading works and the latest developments in advisor platforms.

Join FTSE Russell Senior Analyst Mat Lystra for a quick update on the Russell 2000 Index’s first 100 market days of 2017. The update will be followed by 15 minutes of Q & A.

In this webinar, co-hosted with Partners for Sustainability, Swiss Sustainable Finance will be questioning FTSE Russell's Head of Sustainable Investment on:
- How ESG investing has evolved over the past fifteen years worldwide and is becoming the new normal
- The state of global ESG disclosure
- Future trajectory and emergence of 'smart sustainability' indexes

Speakers:
Ms. Sabine Döbeli, CEO, Swiss Sustainable Finance
Mr. David Harris, Head of Sustainable Investment, FTSE Russell
WEBINAR DETAILS:

DATE:
17th May 2017

TIME:
7:00 a.m. - 8:00 a.m. PDT
10:00 a.m. - 11:00 a.m. EDT
3.00 p.m. - 4:00 p.m. BST
4.00 p.m. - 5:00 p.m. CEST

What do UK financial advisors need to know about ETFs?

This series of videos is designed to bring together UK-based financial advisors, wealth managers and ETF industry experts to answer common questions about Exchange Traded Funds.

In the third video in the series Allan Lane from Twenty20 Investments is joined by Mark Cherrill from Incisive Wealth Strategies and Lida Eslami from London Stock Exchange to discuss how advisors can approach ETF due diligence and what you need to bear in mind when choosing an ETF.

What do UK financial advisors need to know about ETFs?

This series of videos is designed to bring together UK-based financial advisors, wealth managers and ETF industry experts to answer common questions about Exchange Traded Funds.

In the second video in the series, Gerard Stocks from Foxborough Wealth Management is joined by Simon Smith, of ETF Strategy and Liz Wright, of ETF Securities to dicuss the type of exposures that can be gained by ETFs.

Join FTSE Russell and LGIM for a live discussion on combining sustainable investment preferences and risk premia in one index approach. FTSE Russell will detail how the FTSE All-World ex CW Climate Balanced Factor Index was created and discuss how variations in preferences and factor application can be applied to meet specific index objectives.LGIM will present on the practical characteristics of the Future World Fund; share their thoughts and insights on ESG investment, institutional client demand, and LGIM’s Climate Impact Pledge.

What do UK financial advisors need to know about ETFs?

This series of videos is designed to bring together UK-based financial advisors, wealth managers and ETF industry experts to answer common questions about Exchange Traded Funds.

In the first video in the series, Simon Smith, Editor of ETF Strategy is joined by Lida Eslami, Listed Products Manager at London Stock Exchange and Allan Lane, Managing Partner of Twenty20 Investments to provide an introduction to ETFs.

Equal weighting is one of the most intuitive and straight forward smart beta approaches, but not all equal weight indexes are built alike.

Join Rolf Agather, Managing Director of Research & Innovation, FTSE Russell; John Feyerer, Director of Equity ETF Product Strategy, PowerShares by Invesco and Todd Millay, Managing Director, Choate Investment Advisors for an interactive webinar for professional investors on 27 April, 12 noon-1pm (Eastern) where we will discuss:
•Equal weighting - stock, sector or country level?
•Benefits of low beta screening
•Live case study: How advisors are using equal-weight ETFs
•The buy-side experience: lessons from adopting equal weight ETFs

Please note this webinar is for financial professionals only.

How to efficiently capture and maintain exposure to factors is a common question heard by index providers and ETF issuers alike. Of equal importance is how the index methodology works to maintain exposure to chosen factors over time.

Join Rolf Agather, Managing Director of Research & Innovation from FTSE Russell, and Robert Bush, ETF Strategist, Deutsche Asset Management for the latest quarterly update on:

- Efficiently capturing multi-factor exposure
- The changing factor exposures within indexes over time
- The impact of latest rebalancing on embedded factor exposures
- The impact of latest rebalancing on country and sector exposures
- How latest rebalancing impacts the largest constituents in comprehensive factor indexes

What are factor indexes and how can they be used are questions frequently heard by index providers and ETF issuers alike. Of equal importance is to understand why advisors and money managers are looking at ETFs linked to factor indexes and how they are incorporating factor ETFs as part of their client solutions.

Join Rolf Agather, Managing Director of Research & Innovation, FTSE Russell along with guest speakers Matthew Bartolini, Vice President, Head of SPDR Americas Research and Will McGough, Senior Vice President and Portfolio Manager, Stadion Money Management for an interactive webinar on 12 April, noon-1pm Eastern where we will discuss:
•Single and multi-factor indexes – the differences you need to know about
•Performance and characteristics of different factors
•Accessing factors via ETFs: exposures, liquidity and diversification
•Live Case Study: How money managers are using multi-factor ETFs
•The buy-side experience: lessons from adopting multi-factor ETFs

FTSE Russell and Tradeweb explain the changes to the reference bond prices used in the calculation of UK Gilt benchmark indexes.

Join us to learn about how companies can provide effective ESG reporting and investors can use this information for investment decisions. Hear from organisations including the UN PRI, Aviva, Unilever and CCLA Investment Management.
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Agenda:
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09:00 Welcome & role of LSEG in enabling issuer-investor communication
09:15 Sustainable Stock Exchanges: Market need for ESG Guidance
09:35 Launch of LSEG Guidance
09:55 Investor panel: Challenges, Expectations and Approaches
10:40 Issuer panel: Challenges, Perspectives and Opportunities
11:25 Closing remarks

View the full agenda and speaker information: http://www.lseg.com/events/guidance-esg-reporting-investors

FTSE Russell Senior Research Director, Tom Goodwin, PhD will provide a quick year end update on the Russell 2000 Index, previewing the release of the 4Q 2016 Small Cap Perspectives report. There will be time for Q&A following the update.

Join Brad Case, PhD, CFA, CAIA from the National Association of Real Estate Investment Trusts and Catherine Yoshimoto, Senior Index Product Manager with FTSE Russell for an update on the REIT market and discussion about REITs as a core asset class and the indexes that measure their performance.