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Not All Equal Weight ETFs Are Created Equal

*** Please note that this webinar is addressed exclusively to professional investors in the US. ***

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.
Recorded Apr 27 2017 60 mins
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Presented by
FTSE Russell, PowerShares by Invesco, Choate Investment Advisors
Presentation preview: Not All Equal Weight ETFs Are Created Equal
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  • Channel profile
  • Global Market Outlook. Aiding institutional investors informed decision-making Mar 10 2021 2:30 pm UTC 30 mins
    Philip Lawlor, MD and Head of Global Investment Research
    Join Philip Lawlor, MD and head of Global Investment Research in the first of 2021's quarterly Global Market Outlook webinars.

    Philip will analyse global equities and fixed income markets in the context of current market issues and provide answers to the key questions facing investors.

    He will provide an in-depth examination of the drivers of risk appetite such as changes to

    - growth and inflation expectations
    - financial conditions
    - the profit and valuation cycle
    - factor rotation
    - the status of market sentiment.
  • Introducing Yield Book & MTS European Government Bond Liquidity Metrics Jan 21 2021 10:00 am UTC 60 mins
    Guido Galassi, MTS; Yu Zou, Yield Book, LSEG; Mikhail Bezroukov, Yield Book, LSEG
    To address the increasing needs for liquidity assessment within the market, MTS and Yield Book are pleased to introduce a collaborative set of pre-trade and post-trade analytical measures for the European Government Bond market. With combined experience in serving our clients’ data, trading and analytical needs we combine MTS’ wealth of pre-trade and transactional data with Yield Book’s advanced analytical models to help clients with their liquidity risk research and decision-making needs. In this webinar we will cover:
    • Brief introduction of MTS and Yield Book businesses
    • Overview of pre-trade information and analytical measures
    • Outline of post-trade information and methodology of the liquidity metrics

    Presented by:
    Guido Galassi, Head of Data and Cash Product Management, MTS
    Yu Zou, Quantitative Analyst Director, Yield Book, LSEG
    Mikhail Bezroukov, Analytics Product Manager, Yield Book, LSEG
  • Global Factor performance. Is Value’s rebound sustainable? Jan 20 2021 3:00 pm UTC 30 mins
    Mark Barnes, head of investment research, Americas and Marlies van Boven, head of investment research, EMEA
    Don’t miss our "Global Factor Performance and Insight" webinar for valuable intel on current trends in global factor performance.

    November was a great month for Value but the real debate here is whether we are on the cusp of a sustained stock rotation?

    Spend 20-minutes with senior members of our Global Investment Research team to find out the answers to key questions facing factor investors, including what are the catalysts for a sustained Value reversal?

    Typical topics that will be covered:

    • The impact of the GFC, QE and COVID-19
    • Is it just a global Tech story?
    • How good is Value at picking stocks within industries?
    • Is Value’s performance bad across the entire distribution?
    • The impact of unintended factor exposures
    • November’s U-turn
    • Catalysts for a sustained Value performance

    Our presenters will frame their analysis within the context of the adjustment in Value’s behavior since the post-COVID regime.

    They will also draw upon key findings from our quarterly Market Maps “Factor Forensics” and "Factor Indicator" reports —which they author—and that will be published before the webinar.
  • Factor performance. Is Value's rebound sustainable? For investors in EMEA Jan 20 2021 10:00 am UTC 30 mins
    Mark Barnes, head of investment research, Americas and Marlies van Boven, head of investment research, EMEA
    Don’t miss our "Global Factor Performance and Insight" webinar for valuable intel on current trends in global factor performance.

    November was a great month for Value but the real debate here is whether we are on the cusp of a sustained stock rotation?

    Spend 20-minutes with senior members of our Global Investment Research team to find out the answers to key questions facing factor investors, including what are the catalysts for a sustained Value reversal?

    Typical topics that will be covered:

    • The impact of the GFC, QE and COVID-19
    • Is it just a global Tech story?
    • How good is Value at picking stocks within industries?
    • Is Value’s performance bad across the entire distribution?
    • The impact of unintended factor exposures
    • November’s U-turn
    • Catalysts for a sustained Value performance

    Our presenters will frame their analysis within the context of the adjustment in Value’s behavior since the post-COVID regime.

    They will also draw upon key findings from our quarterly Market Maps “Factor Forensics” and "Factor Indicator" reports —which they author—and that will be published before the webinar.
  • Factor performance. Is Value's rebound sustainable? - for investors in APAC Jan 20 2021 7:00 am UTC 30 mins
    Mark Barnes, head of investment research, Americas and Marlies van Boven, head of investment research, EMEA
    Don’t miss our "Global Factor Performance and Insight" webinar for valuable intel on current trends in global factor performance.

    November was a great month for Value but the real debate here is whether we are on the cusp of a sustained stock rotation?

    Spend 20-minutes with senior members of our Global Investment Research team to find out the answers to key questions facing factor investors, including what are the catalysts for a sustained Value reversal?

    Typical topics that will be covered:

    • The impact of the GFC, QE and COVID-19
    • Is it just a global Tech story?
    • How good is Value at picking stocks within industries?
    • Is Value’s performance bad across the entire distribution?
    • The impact of unintended factor exposures
    • November’s U-turn
    • Catalysts for a sustained Value performance

    Our presenters will frame their analysis within the context of the adjustment in Value’s behavior since the post-COVID regime.

    They will also draw upon key findings from our quarterly Market Maps “Factor Forensics” and "Factor Indicator" reports —which they author—and that will be published before the webinar.

    This webinar qualifies for 0.5 CE PL credit under the guidelines of the CFA Institute Continuing Education Professional Learning Program.
  • Global Bond Markets 2021. The four big questions and risks. Recorded: Jan 13 2021 31 mins
    Robin Marshall, director of fixed income, Global Investment Research
    The "Big" questions and risks facing global bond markets in 2021

    • Will inflation be a major issue?

    • How will central banks respond, should inflation spike?

    • Are bond yields at a 40 year turning point?

    • Are credit markets now priced to perfection?

    Spend 30-minutes of your day with Robin Marshall, Director of Fixed Income Research in our Global Investment Research team, to hear his review of key developments in 2020 and expert insights into 2021’s main challenges.

    Robin will draw upon key findings from our monthly Fixed Income Insight "Market Maps" report which he authors, and which will be published shortly before the webinar.

    With a résumé dating over 30 years, Robin has the knowledge to help institutional investors navigate global bond markets to make better informed decisions. His past roles include advising institutional clients on fixed income portfolios and he is an industry-leader in authoring research utilising capital-market analysis.
  • Global bond markets in 2021: the big questions and risks. For investors in EMEA Recorded: Jan 13 2021 31 mins
    Robin Marshall, director of fixed income, Global Investment Research
    The "Big" questions and risks facing global bond markets in 2021

    • Will inflation be a major issue?

    • How will central banks respond, should inflation spike?

    • Are bond yields at a 40 year turning point?

    • Are credit markets now priced to perfection?

    Spend 30-minutes of your day with Robin Marshall, Director of Fixed Income Research in our Global Investment Research team, to hear his review of key developments in 2020 and expert insights into 2021’s main challenges.

    Robin will draw upon key findings from our monthly Fixed Income Insight "Market Maps" report which he authors, and which will be published shortly before the webinar.

    With a résumé dating over 30 years, Robin has the knowledge to help institutional investors navigate global bond markets to make better informed decisions. His past roles include advising institutional clients on fixed income portfolios and he is an industry-leader in authoring research utilising capital-market analysis.
  • Global bond markets in 2021: The big questions and risks. For investors in APAC Recorded: Jan 13 2021 31 mins
    Robin Marshall, director of fixed income, Global Investment Research
    The "Big" questions and risks facing global bond markets in 2021

    • Will inflation be a major issue?

    • How will central banks respond, should inflation spike?

    • Are bond yields at a 40 year turning point?

    • Are credit markets now priced to perfection?

    Spend 30-minutes of your day with Robin Marshall, Director of Fixed Income Research in our Global Investment Research team, to hear his review of key developments in 2020 and expert insights into 2021’s main challenges.

    Robin will draw upon key findings from our monthly Fixed Income Insight "Market Maps" report which he authors, and which will be published shortly before the webinar.

    With a résumé dating over 30 years, Robin has the knowledge to help institutional investors navigate global bond markets to make better informed decisions. His past roles include advising institutional clients on fixed income portfolios and he is an industry-leader in authoring research utilising capital-market analysis.
  • The Post-Pandemic Case for International Markets Recorded: Dec 15 2020 57 mins
    Dina Ting & David Mann (Franklin Templeton), Craig Cohen & Paul Macchione (SGX), Philip Lawlor (FTSE Russell)
    Themes:
    - 2021 global investment outlook: Will vaccines be a "shot in the arm" for market rotation?
    - The case for single-country allocation

    Overview:
    Recent positive vaccine news are clearly changing the market narrative and posing very big questions facing the 2021 global investment outlook.

    Will 2021 will see a simultaneous rotation in growth and inflation expectations? Bond yields, curves and financial conditions? The profit and valuation cycle? Factor and sector performance?

    And for portfolio managers and advisors, where to allocate assets in 2021?

    Please join market experts from Franklin Templeton, Singapore Exchange (SGX) and FTSE Russell as they discuss:
    - Global markets in the context of “vaccine optimism”,
    - how to take advantage of post Covid-19 emerging themes driving single countries,
    - the FTSE Global RIC Capped Indexes and potential ways for investors to access single-country exposure via ETFs and/or derivatives.

    *** Please note that this webinar is addressed exclusively to investors in the US and/or jurisdictions where Franklin Tempeleton’s and SGX's products are approved for distribution. ***
  • 2021 Global Investment Outlook: Will vaccines be a "shot" for market rotation? Recorded: Dec 9 2020 18 mins
    Philip Lawlor, MD and head of Global Investment Research at FTSE Russell
    Recent positive vaccine news flows are clearly changing the market narrative and posing very big questions regarding the 2021 global investment outlook.

    Join Philip Lawlor, MD and Head of Global Investment Research at FTSE Russell, to hear:

    • Answers to the "big questions" facing global markets in 2021.

    • Analysis into global equity and bond markets in the context of
    “vaccine optimism”.

    • Insight into whether 2021 will see a simultaneous rotation in:

    - Growth and inflation expectations

    - Bond yields, curves and financial conditions

    - The profit and valuation cycle

    - Factor and sector performance.


    This webinar qualifies for 0.5 Credit which can be used to contribute towards an institution’s Professional Learning Program in alliance with their guidelines.
  • 2021 Global Investment Outlook. For investors in EMEA Recorded: Dec 9 2020 17 mins
    Philip Lawlor, MD and head of Global Investment Research, FTSE Russell
    Recent positive vaccine news flows are clearly changing the market narrative and posing very big questions regarding the 2021 global investment outlook.

    Join Philip Lawlor, MD and Head of Global Investment Research at FTSE Russell, to hear:

    • Answers to the "big questions" facing global markets in 2021.

    • Analysis into global equity and bond markets in the context of
    “vaccine optimism”.

    • Insight into whether 2021 will see a simultaneous rotation in:

    - Growth and inflation expectations

    - Bond yields, curves and financial conditions

    - The profit and valuation cycle

    - Factor and sector performance.


    This webinar qualifies for 0.5 Credit which can be used to contribute towards an institution’s Professional Learning Program in alliance with their guidelines.
  • 2021 Global Investment Outlook: for investors in the APAC region Recorded: Dec 9 2020 18 mins
    Philip Lawlor, MD and head of Global Investment Research at FTSE Russell
    Recent positive vaccine news flows are clearly changing the market narrative and posing very big questions regarding the 2021 global investment outlook.

    Join Philip Lawlor, MD and Head of Global Investment Research at FTSE Russell, to hear:

    • Answers to the "big questions" facing global markets in 2021.

    • Analysis into global equity and bond markets in the context of
    “vaccine optimism”.

    • Insight into whether 2021 will see a simultaneous rotation in:

    - Growth and inflation expectations

    - Bond yields, curves and financial conditions

    - The profit and valuation cycle

    - Factor and sector performance.



    This webinar is supported by the CFA Asia-Pacific Research Exchange and qualifies for 0.5 CE credit under the guidelines of the CFA Institute Continuing Education Program
  • Aligning equity investments with the UN Sustainable Development Goals Recorded: Nov 19 2020 46 mins
    Henk Groot, Detailhandel, Coen Brouwer, BlackRock, Aled Jones, FTSE Russell
    In September 2015, the UN General Assembly adopted the 2030 Agenda for Sustainable Development which included 17 Sustainable Development Goals (SDGs). These SDGs are the blueprint to achieve a better and more sustainable future for all and they address the global challenges we face, including poverty, inequality, climate change, environmental degradation, peace and justice.

    Building on the principle of “leaving no one behind”, the 2030 Agenda emphasises a holistic approach to achieving sustainable development for all.

    Since climate investing is now part of many asset allocation strategy agendas, some investors are looking for solutions that will help them align with the all, or some, of the UN SDGs.

    During our webinar we will discuss the HOW and WHY SDG investing can be incorporated into an equity portfolio and why climate investing is on the increase.

    Our expert list of speakers will be:

    Henk Groot, Head of Investments Pension Funds for the Retailers, Detailhandel
    Coen Brouwer, Director, BlackRock
    Aled Jones, Head of Sustainable Investment, EMEA, FTSE Russell
  • Integrating climate risk into listed real estate portfolios Recorded: Nov 12 2020 54 mins
    Maya Beyhan & Julian Harding (State Street Global Advisors), Jaakko Kooroshy (FTSE Russell)
    FTSE Russell has licensed to State Street Global Advisors the new FTSE EPRA Nareit Green Index Series for the inaugural State Street CCF Global Green Real Estate Equity Index Fund, which tracks the FTSE EPRA Nareit Developed Green Index.

    The real estate sector accounts for more than one-quarter of global carbon emissions. According to UN estimates, buildings account for over half of global electricity usage and c. 28% of global carbon emissions. There is also evidence linking better environmental performance to higher asset values, higher occupancy rates, higher rental yield and lower operating costs.

    Real estate investing has historically lacked the appropriate tools to allow investors to assess their exposure to climate risk and to integrate it effectively in their investment strategies.

    To help address this gap, the FTSE EPRA Nareit Green Indexes have been designed to allow investors to identify real estate companies with strong sustainability performance.

    Join experts from FTSE Russell and State Street Global Advisors as they discuss the characteristics of the FTSE EPRA Nareit Green Index and integrating climate risk into listed real estate portfolios.
  • What’s been driving US equity markets outperformance? Recorded: Oct 22 2020 46 mins
    Kristy Akullian (iShares), Tim McCourt (CME Group), Mark Barnes & Catherine Yoshimoto (FTSE Russell)
    Despite falling more steeply in the March downdraft, US equities have handily outperformed international stocks this year. Indeed, the US has gained much of its edge since June, when the rally elsewhere began losing steam. And now, despite a volatile cocktail of global pandemic, political wrestling over a stimulus bill and approaching a looming general election which could be the most contentious in US history, US equity markets have been going strong.

    What’s behind a 55% surge in the US large-cap Russell 1000 since March and a nearly 5% upswing for the US small-cap Russell 2000 in October?

    And how can investors tap into US equity market opportunities?

    FTSE Russell is joined by special guests from CME Group and BlackRock/iShares to examine the current state of the US equity market, consider what factors may be driving its outperformance between US large- and small-cap stocks and suggest ways investors can use trading and product strategies to manage risk and tap into market opportunity. The panel of speakers will cover:

    • drivers of US equity indexes outperformance
    • the weight of technology companies and other sector weighted contributions to returns
    • historical performance of US equities leading into and coming out of US general elections
    • stock-level concentration performance effect.

    Speakers:
    • Kristy Akullian, CFA, Director, iShares Americas Markets Coverage, BlackRock
    • Tim McCourt, MD, Global Head of Equity Products, CME Group
    • Mark Barnes, Ph.D., Head of Investment Research, Americas, FTSE Russell

    Moderator:
    • Catherine Yoshimoto, Director of product management, FTSE Russell

    For more information about Russell US Indexes click her: https://www.ftserussell.com/index/spotlight/us-equity-indexes
  • The Climate Transition: Risks and opportunities arising from climate change Recorded: Oct 22 2020 46 mins
    Adam Mathews, Church of England Pensions Board & Aled Jones, FTSE Russell
    Investors have grown increasingly more sophisticated when it comes to understanding of the risks and opportunities arising from climate change. So have their approaches to capturing these aspects of climate change in their portfolios.

    During this webinar, our expert speakers will discuss how the market has taken evolutionary steps to develop from relatively simple risk-based implementation options—such as creating "ex fossil fuel" or "low carbon" portfolios—to approaches that also capture the potential upside from the transition to a low carbon economy, e.g. via increased exposure to the global green economy.
  • Global Factor review and factor behavior across the economic cycle. Americas Recorded: Oct 21 2020 24 mins
    Mark Barnes, head of investment research, Americas and Marlies van Boven, head of investment research, EMEA
    Join us for answers to key questions on factor performance and valuable insight into the drivers of factor returns across regions.

    •How have factors behaved as markets have continued to rise since the COVID sell-off?

    •Momentum has performed well, but
    - what are the risks of momentum now?
    - how do these risks vary across region?

    •Do factors respond to the business cycles assuming a normalised cycle or do we need to take into account regime shifts?

    We’ll frame our analysis within the context of the adjustment in Factor behavior since the post-COVID regime, and draw upon key findings from our October quarterly Market Maps "Factor Indicator" report.
  • The evolving Asia derivatives landscape Recorded: Oct 21 2020 73 mins
    Rama Pillai and Yujun Lin (SGX); James Busby (Goldman Sachs); Ricardo Manrique (FTSE Russell)
    FTSE Russell, Singapore Exchange (SGX) and Goldman Sachs are pleased to invite you to join us at this webinar as global investors are seeking exposure to Asia’s growth engines across a complex continental geography.

    The panel will uncover the growing Asia and Emerging Asia opportunity set as well as the evolving index derivatives landscape. Tune in to hear more about the U.S. CFTC approved SGX FTSE Taiwan Index Futures and how this stacks up against other offshore Taiwan index futures.

    Key takeaways:
    - Introduction to SGX’s expanded pan-Asian equity derivatives shelf, the growing SGX FTSE Taiwan Index Futures and SGX’s service to facilitate switching of remaining positions.
    - Hear from FTSE Russell on the evolution of global equity markets and take a closer look at the FTSE Taiwan RIC Capped Index.
    - Gain perspective on the future of Asian derivatives with Goldman Sachs.

    In the meantime, you may interested in reading our recent blog on Taiwanese equities: https://www.ftserussell.com/blogs/taiwan-equities-help-drive-performance-emerging-markets-q3

    ***Please note that this webinar is addressed exclusively to investors in jurisdictions where SGX’s products are approved for distribution.***
  • Global Factor review and factor behavior across the economic cycle Recorded: Oct 21 2020 24 mins
    Marlies van Boven, head of investment research, EMEA and Mark Barnes, head of investment research, Americas
    Join us for answers to key questions on factor performance and valuable insight into the drivers of factor returns across regions.

    •How have factors behaved as markets have continued to rise since the COVID sell-off?

    •Momentum has performed well, but
    - what are the risks of momentum now?
    - how do these risks vary across region?

    •Do factors respond to the business cycles assuming a normalised cycle or do we need to take into account regime shifts?

    We’ll frame our analysis within the context of the adjustment in Factor behavior since the post-COVID regime, and draw upon key findings from our October quarterly Market Maps "Factor Indicator" report.
  • Global Factor review and factor behavior across the economic cycle - (APAC) Recorded: Oct 21 2020 23 mins
    Mark Barnes, head of investment research, Americas and Marlies van Boven, head of investment research, EMEA
    Join us for answers to key questions on factor performance and valuable insight into the drivers of factor returns across regions.

    •How have factors behaved as markets have continued to rise since the COVID sell-off?

    •Momentum has performed well, but
    - what are the risks of momentum now?
    - how do these risks vary across region?

    •Do factors respond to the business cycles assuming a normalised cycle or do we need to take into account regime shifts?

    We’ll frame our analysis within the context of the adjustment in Factor behavior since the post-COVID regime, and draw upon key findings from our October quarterly Market Maps "Factor Indicator" report.
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  • Title: Not All Equal Weight ETFs Are Created Equal
  • Live at: Apr 27 2017 4:00 pm
  • Presented by: FTSE Russell, PowerShares by Invesco, Choate Investment Advisors
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