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Managing currency risk: A half hedged approach to full international exposure

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

Join FTSE Russell and IndexIQ, a New York Life Investments company, for an overview on international equities and a discussion on managing currency volatility through passive currency hedging approaches.

This webinar will explore:
- Opportunities in the current international equity environment
- Currency hedging methodology and implementation considerations
- Managing currency volatility with passive strategies

Speakers:
- Yan Yan, PhD, Associate Director of Research & Analysis, FTSE Russell
- Sal Bruno, Chief Investment Officer at IndexIQ, a New York Life Investments company

*** Please note that this webinar is addressed exclusively to professional investors in the USA and/or jurisdictions where IndexIQ/New York Life Investments funds or products are approved for distribution. ***
Recorded Feb 5 2019 36 mins
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Presented by
Yan Yan, FTSE Russell; Sal Bruno, IndexIQ, a New York Life Investments company
Presentation preview: Managing currency risk: A half hedged approach to full international exposure
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  • Managing Volatility: Index approaches for a smoother ride Mar 12 2019 3:00 pm UTC 75 mins
    Marlies van Boven, Managing Director, Research & Analytics, FTSE Russell; Brendan Maton, IPE
    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
  • China A Shares & Minimum Variance - Managing Volatility via Optimization Feb 26 2019 9:30 am UTC 45 mins
    Join Alex Chen Associate Director, Yang Wang Director Research & Analytics FTSE Russell
    Increased market volatility is rarely a welcomed phenomenon; but how might investors approach a market characterised by it?
    Join Alex Chen Associate Director and Yang Wang Director Research & Analytics as they explore, with reference to their recently published paper, ‘Accessing the China A-Shares Market via Minimum-Variance Investing, in the Journal of Portfolio Management, how best to participate in the China A Shares market when looking to limit overall portfolio risk.
  • Indexing Explained: The Impact of Rebalancing Feb 21 2019 7:00 pm UTC 60 mins
    Rolf Agather (FTSE Russell), Michael Curtis (DWS), Sam Wright (DWS)
    *** Please note that this webinar is addressed exclusively to professional investors in the US. ***

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

    Join Rolf Agather, Managing Director, Research and Innovation, FTSE Russell
    Michael Curtis, Product Development, DWS and
    Sam Wright, Capital Markets, DWS for the latest semi-annual update on:

    - Efficiently capturing multi-factor exposure
    - The changing factor exposures within indexes over time
    - The impact of latest rebalancing on embedded factor exposures
    - Top security and sector weight changes in FTSE Comprehensive Factor Indexes
  • ESG innovation in UK Equity – Introducing the FTSE UK 100 ESG Select Index Recorded: Feb 12 2019 43 mins
    Christopher Bates (FTSE Russell), Fong Yee Chan (FTSE Russell), Patrick Kondarjian (HSBC)
    FTSE Russell is delighted to announce the launch of a new custom UK equity index, based on its ESG Ratings: The FTSE UK 100 ESG Select Index, resulting from a close collaboration with HSBC Bank’s Client Solutions Group.

    The FTSE UK 100 ESG Select Index is designed to measure the performance of the top 100 ESG-rated companies within the FTSE All-Share Index, as demonstrated by their Environmental, Social and Governance practices.

    The constituents are weighted on their investable market capitalization. The index rebalances quarterly, in line with the FTSE UK Index Series. This transparent methodology achieves index exposure to the UK equity market whilst considering the companies’ ESG Ratings.

    FTSE Russell and HSBC are delighted to invite you to join this webinar where you will gain insights into UK equity macro trends, FTSE Russell ESG Ratings, and investing in ESG via structured products.

    This webinar will cover:
    • UK Equity perspectives for 2019 and beyond
    Christopher Bates, associate director, global research, FTSE Russell

    • Integrating sustainability and ESG considerations into benchmarks
    Fong Yee Chan, senior product manager, sustainable investment, FTSE Russell

    • Meeting clients’ demand for ESG solutions & Creating an ESG index to support the transition to sustainable investments
    Patrick Kondarjian, EMEA Head of Sales, Equity Derivatives, HSBC

    • Q&A from the audience

    *** Please note that this webinar is addressed exclusively to professional investors in jurisdictions where HSBC investments or products are approved for distribution. ***
  • Managing currency risk: A half hedged approach to full international exposure Recorded: Feb 5 2019 36 mins
    Yan Yan, FTSE Russell; Sal Bruno, IndexIQ, a New York Life Investments company
    *** Please note that this webinar is addressed exclusively to professional investors in the US. ***

    Join FTSE Russell and IndexIQ, a New York Life Investments company, for an overview on international equities and a discussion on managing currency volatility through passive currency hedging approaches.

    This webinar will explore:
    - Opportunities in the current international equity environment
    - Currency hedging methodology and implementation considerations
    - Managing currency volatility with passive strategies

    Speakers:
    - Yan Yan, PhD, Associate Director of Research & Analysis, FTSE Russell
    - Sal Bruno, Chief Investment Officer at IndexIQ, a New York Life Investments company

    *** Please note that this webinar is addressed exclusively to professional investors in the USA and/or jurisdictions where IndexIQ/New York Life Investments funds or products are approved for distribution. ***
  • What are the risks and opportunities for markets in 2019? Recorded: Dec 6 2018 45 mins
    Philip Lawlor - managing director, global markets research; Marlies van Boven - managing director, research & analytics
    An examination of global market drivers and factor dynamics

    FTSE Russell will be hosting a webinar to discuss some of the key issues confronting investors next year such as:

    •Where next for the economic ,earnings and valuation cycle and an assessment of the impact of tightening financial conditions.

    •The extent to which factor behaviour is influenced by different economic regimes.
  • Factor Allocation How can investors decide on the appropriate factor allocation? Recorded: Dec 4 2018 46 mins
    Marlies van Boven, managing director research & analytics. Vera Cady, senior research analyst, FTSE Russell
    Factors and factor investing continues to be the most popular index-based method of improving portfolio risk adjusted returns.
    But how should clients assess the impact of single and multi-factors indexes on their portfolios? How are return-profiles impacted by factor inclusion and other common smart beta strategies? Should clients routinely consider their overall underlying factor allocation? And how should factor allocation be assessed?
    Join Marlies van Boven, managing director Research & Analytics and Vera Cady, senior research analyst, FTSE Russell as they demonstrate how the impact of factors can be assessed in real-time via Analytics Plus, FTSE Russell’s propitiatory smart beta and factor assessment tool.
  • Investor expectations and corporate climate disclosure in Asia Recorded: Dec 4 2018 62 mins
    AIGCC, FTSE Russell, EY, Cathay Financial Holdings
    The Asia Investor Group on Climate Change (AIGCC) and FTSE Russell are pleased to host a webinar to discuss the findings from the report ‘Building on the base: TCFD Disclosure in Asia’, the first comprehensive guide developed by investors to look at climate change reporting by publically listed companies in Asia against the Taskforce on Climate-related Financial Disclosure (TCFD).

    AIGCC worked with EY and FTSE Russell to look at current levels of reporting by Asian companies in key industry sectors and across major markets in the region. It draws upon previously unpublished data analysis of corporate reporting on climate change and is the first report to benchmark performance against the TCFD for the region.

    This guide outlines the expectations that investors have of listed companies on their climate disclosure and is designed to provide a practical tool for investors as they work in partnership with their investee companies in Asia.

    Date: Tuesday 4th December
    Time: 3pm Taipei/HK/SG, 4pm Tokyo, 6pm Sydney, 7am London

    Speakers:
    Rebecca Mikula-Wright, Director, Asia Investor Group on Climate Change (Moderator)
    Arisa Kishigami, Head of ESG Asia Pacific FTSE Russell
    Dr Graham Sinden, Director of Climate Change & Sustainability EY
    Sophia Cheng, CIO, Cathay Financial Holdings
  • Connecting Market Signals with Factors Recorded: Nov 15 2018 55 mins
    Alec Young, FTSE Russell; Marlies Van Boven, FTSE Russell; Mo Haghbin, OppenheimerFunds
    *** Please note that this webinar is addressed exclusively to professional investors in the USA and/or jurisdictions where OppenheimerFunds are approved for distribution. ***

    How have factor strategies responded to market signals?

    Join FTSE Russell and OppenheimerFunds for a discussion on how economic and market sentiment can be used with factors to create a passive strategy that works with the market cycle.

    This webinar will explore:
    - The current macroeconomic environment
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    - Performance of market cycle based factor strategies using historical market events

    Speakers:
    - Alec Young, Managing Director of Global Markets Research, FTSE Russell
    - Marlies Van Boven, Managing Director of Research & Analytics, FTSE Russell
    - Mo Haghbin, Head of Product for Beta Solutions, OppenheimerFunds
  • The growing importance of ETFs for business markets (and academic research) Recorded: Nov 7 2018 39 mins
    Richard Radnay - Director, Information Services, XTF.com & Neel Gandhi - Product Manager, Mergent Inc.
    Learn about the importance of ETFs for business markets and academic research and how to access data and insights on this critical asset type.
  • Factor Indexes & Factor Exposure Matching: Like-For-Like Comparisons Recorded: Oct 16 2018 1 min
    Andy Dougan, Director, Research & Analytics
    In this paper, we test the hypothesis that well-diversified portfolios with identical factor exposures should have similar performance characteristics, despite originating from potentially very different construction methodologies.
  • Listed & unlisted real estate in European institutional investor portfolios Recorded: Sep 5 2018 27 mins
    Catherine Yoshimoto, director product management, FTSE Russell and Ali Zaidi, Director Research & Indices, EPRA
    Real estate is the primary diversifier for traditional equity/fixed income blends in European institutional investor portfolios. But what are the average allocations and splits between listed and unlisted real estate?

    FTSE Russell has been selected by the European Public Real Estate Association (EPRA), as launch partner of their latest research report. Based on CEM Benchmarking’s database, the report provides unique insight into the historical record on real estate investment allocations, returns and risk for large European institutional investors.
  • Indexing Explained: The Impact of Rebalancing Recorded: Aug 28 2018 46 mins
    Rolf Agather, Research & Innovation, FR; Michael Curtis, ETF Dev., DWS; Donald Theodate, Capital Markets Specialist, DWS
    *** Please note that this webinar is addressed exclusively to professional investors in the US. ***

    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, Research and Innovation, FTSE Russell
    Michael Curtis, Product Development, DWS and
    Donald Theodate, Capital Markets Specialist, DWS 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
    - Top security and sector weight changes in FTSE Comprehensive Factor Indexes
  • Driving better standards in sustainable investment Recorded: Jul 26 2018 10 mins
    David Harris, head of sustainable investment and Rolf Agather, managing director research and innovation
    What is STEP Change? A quick look at FTSE Russell’s approach to stewardship, improving disclosure and fostering transparency for the long-term benefit of the market and ultimately the societies we all operate within.
  • Busting the myths of the green economy transition Recorded: Jul 18 2018 60 mins
    David Harris, head of sustainable business, LSEG & head of sustainable investment, FR, Lee Clements, research director, FR
    Until now the transition to a sustainable and green economy has been a loose concept rather than a defined, investable and industrial system that could help improve investment returns. This webinar will aim to explain, define and dispel such myths, and also highlight how benchmark stewardship can support your investment needs.

    During this webinar we will cover the following:
    • Six things you need to know about the green economy transition
    • An overview of the size, growth and exposure of the green economy
    • A review of the investment performance of green companies
    • Role of benchmarks in supporting investor stewardship
  • 2018 Institutional Smart Beta Survey Results - Studio Panel Analysis Recorded: Jun 21 2018 60 mins
    Rolf Agather, Managing Director, Research & Innovation, FTSE Russell
    Join Rolf Agather and special guests, Matt Lacy, Portfolio Manager, VRS (Virginia Retirement System), Vis Nayar, Deputy CIO Equities, HSBC Global Asset Management, Nicholas Samaran, Head of Innovative Product Development, Invesco and Fadi Zaher, Head of Index, Asset Allocation, Factor Based Investing, Product Specialists, LGIM as they review and analyze the results of the 2018 global institutional smart beta survey. The webinar is recorded live from the studios of The London Stock Exchange.
  • 2018 Global Smart Beta Survey of Asset Owners Recorded: May 29 2018 2 mins
    FTSE Russell
    Key stats from the global smart beta survey - that's now enjoying its fifth year of publication
  • Indexing Explained: The Impact of Rebalancing Recorded: Apr 24 2018 60 mins
    Yvette Murphy,Senior Product Manager, FR; Michael Curtis, Product Development, DWS; and David Stack, Capital Markets, DWS
    *** Please note that this webinar is addressed exclusively to professional investors in the US. ***

    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 Yvette Murphy, Senior Product Manager, FTSE Russell
    Michael Curtis, Product Development, DWS, and David Stack, Capital Markets Specialist, DWS, 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
    - Top security and sector weight changes in FTSE Comprehensive Factor Indexes
  • Minimum Variance - Reducing volatility, maintaining market exposure Recorded: Apr 17 2018 43 mins
    Vera Cady, Senior Research Analyst, FTSE Russell. François Millet, Head of ETF & Index Product Development, Lyxor AM
    *** Please note that this webinar is addressed exclusively to professional investors in jurisdictions where Lyxor ETFs are approved for distribution. ***

    Join FTSE Russell and Lyxor ETF as they discuss the re-emergence of market volatility and how a minimum variance approach can reduce overall levels of volatilty without compromising index diversification.
  • Green Taxonomies and Investing in Environmental Opportunities Recorded: Mar 20 2018 63 mins
    Dan Carson, Head of Green Solutions, FTSE Russell; Brendan Maton, IPE
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    Join Dan Carson, Head of Green Solutions at FTSE Russell as he seeks to elaborate on some of the issues and drivers that have led to the increased popularity of sustainable investing; explaining why green taxonomies are important and how FTSE Russell’s Green Revenues data model can help asset owners identify the companies that are engaged in the global transition to a green economy.

    Dan will go on to demonstrate how Green Revenues data is used within index construction and how asset owners have successfully used sustainability data and smart beta to build index solutions that eloquently combine risk premia with varying degrees of sustainable preference or parameters.

    Presented by:
    - Dan Carson, Head of Green Solutions, FTSE Russell
    - Brendan Maton, IPE
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FTSE Russell is a leading global provider of benchmarking, analytics and data solutions for investors, giving them a precise view of the market relevant to their investment process. A comprehensive range of reliable and accurate indexes provides investors worldwide with the tools they require to measure and benchmark markets across asset classes, styles or strategies.

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  • Title: Managing currency risk: A half hedged approach to full international exposure
  • Live at: Feb 5 2019 7:00 pm
  • Presented by: Yan Yan, FTSE Russell; Sal Bruno, IndexIQ, a New York Life Investments company
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