Introducing Digital Assets to Institutional Infrastructure

Join FTSE Russell’s Global Investment Research team for their quarterly “Global Factor Performance and Insight” webinar.

During the session, being moderated by Brendan Maton of IPE, our presenters will provide valuable insights on factor behaviour and valuations in Q2. They will delve into the significant global divergence in factor performance compared to the first quarter and answer the following questions:

– Where have we seen factor outperformance “cooling off”, or rebound?
– Which factors are more attractively valued relative to their benchmarks?
– How has factor behaviour differed across regions in 2021?
– What is the impact of regional differences during COVID surges ?
– How has factor exposure of Momentum changed?
– What is the correlation between the economic outlook and factor performance?

There is a growing realization that combining index investing and sustainability engagement is not only possible but can reinforce and mobilize significant global assets under management to enable collaborative engagement. Passive investment has the potential to influence and achieve changes in corporate practices and strategies leading to real world impact through linking engagement to transparent capital re-allocation.

Join us to hear more about:

• explore the evolution of ESG engagement and passive investing
• the role of index providers in marrying passive investing and scalable engagement
• the growth in the use of sustainability indexes by asset owners
• why shareholder engagement remains important
• why historically, passive investing and sustainability engagement were deemed to be at best challenging, at worst incompatible, and what the ‘new’ landscape looks like

Confirmed speakers:

• Faith Ward, Chief Responsible Investment Officer, Brunel Pension Partnership
• David Harris, Global Head of Sustainable Finance, Data & Analytics, LSEG
• Sylvain Chateau, Co-Founder, Beyond Ratings / Global Head of SI Product Management, LSEG

The sukuk market has grown considerably over the past decade, with several reasons driving the increased demand for global shariah-compliant bonds. Notably among these growth drivers is the global sukuk market’s track record of delivering strong risk-adjusted returns relative to other emerging market bonds - particularly during the COVID-19 crisis.

However, while many signs point to continued sukuk market growth, shariah-compliant investment product offerings are sparse - resulting in a significant gap between demand and supply. As demand grows, it’s important for investors to have an effective benchmark for measuring or passively tracking the sukuk market.

Join us on 6 July to hear more about the newly launched FTSE IdealRatings Broad US Dollar Sukuk Index, which is powered by Refinitiv data and expands this constituent universe to include high-yield and non-rated sukuk as well as investment-grade.

Confirmed speakers:
• Mohamed Mokhtar, VP, IdealRatings
• Redha Al Ansari, Head of Islamic Finance Research, LSEG
• Lydia Hamill, Senior Associate, Fixed Income & Multi-Asset Index Product Management, FTSE Russell

We would like to invite you to the LSEG and PRI COP26: Investor Action on Climate Series, a series of major global online events aimed at building momentum on action on climate change by the investment industry ahead of COP26 Climate Summit.

Webinar 5, 'Shifting the trillions: what data is needed?' is the penultimate webinar in the series building momentum ahead of COP26 and will focus on what investors need to re-allocate capital.

Date: 29 June 2021
Time: 9:15 am - 11:15 am BST / 4:15 pm - 6:15 pm HKT

AGENDA

Webinar moderator: Sagarika Chatterjee, Director of Climate Change, PRI and COP26 High-Level Champions Finance Lead

Opening remarks
Fiona Reynolds, CEO, PRI
Arne Staal, Incoming CEO of FTSE Russell, Group Head of Benchmarks and Indices, LSEG

Keynote: GPIF’s ESG Investing and the Importance of Climate Data
Masataka Miyazono, President, GPIF

Keynote: Driving innovation in climate finance, data, analytics and markets
Ravi Menon, Managing Director, Monetary Authority of Singapore

Panel - Climate Reporting Global Standardisation State of Play
Moderator: Jack Ehnes, CEO, CalSTRS
Clara Barby, Chief Executive, Impact Management Project
Sarah Williamson, CEO, FCLTGlobal; Board Member, Value Reporting Foundation; and Co-Chair World Economic Forum Global Future Council on Investing
Matthew Swinehart, Director of the Office of International Financial Markets at U.S Department of the Treasury

UN Sustainable Stock Exchange Model Climate Reporting Guidance for exchanges
Shameela Soobramoney, Chief Sustainability Officer, JSE
David Harris, Global Head of Sustainable Finance, Data & Analytics, LSEG

Panel – What investors need from regulators to enable capital reallocation – standards, taxonomies, disclosure, consistency
Moderator: Nathan Fabian, Chief Responsible Investment Officer, PRI
Steve Waygood, Chief Responsible Investment Officer, Aviva Investors
Katie Beith, Senior Investment Strategist, Responsible Investment, NZ Super Fund

Russell US reconstitution & US equity valuations - iShares and FTSE Russell discuss the rising tide of the recovery

Every year in June, all eyes are on the Russell US Indexes reconstitution. Not only in the interest of rebalancing assets that track them, but also for the story it tells about the preceding year in US equity markets.

And while the 2020 reconstitution narrative was largely about divergent markets where small caps got smaller and large caps got bigger, the 2021 story is about widespread market recovery across all size segments.

Rising tide of the recovery lifted all boats -

In 2021, the breakpoint between the Russell large cap and small cap size segments climbed to its highest value ever, bouncing back from the slight dip it took in 2020 to reach $5.2 billion. Perhaps the most evident reason behind the breakpoint increase is strong US equity market performance and the recovery after the onset of the pandemic roiled markets in March 2020.

So how stretched are US equity valuations? Our panel of experts from BlackRock/iShares and FTSE Russell will discuss valuation levels, growth/value tilts and current market opportunities.

*** This webcast is for financial professionals based in the US or sophisticated market participants interested in ETF education. ***

The Data & Analytics division of London Stock Exchange Group (LSEG) is delighted to announce the addition of Refinitiv’s ESG dataset to Yield Book’s leading fixed income analytics platform, enabling analysis of Corporate bonds alongside Beyond Rating’s extensive dataset focused on Sovereigns.

Join us on June 22nd at 10:00 a.m. ET to learn how sustainability can be easily and flexibly incorporated as part of the investment-making decision process across your fixed income portfolios.

The webinar will cover:
• Conduct deep analysis of multi-class fixed income portfolios from a sustainability perspective, with transparency into 500+ indicators across corporates and sovereigns
• Analyze multi-class fixed income portfolios against benchmarks, including optimization of portfolios for ESG impact as well as maximizing expected yield
• Demonstrate reporting capabilities, to align with the most common requests for regulatory and impact reports for clients.

Presented by:
Katie Prideaux, Fixed Income Analytics Specialist, Sustainable Investment Lead, Yield Book
Dr. Barnabas Acs, Global Director, Sustainable Finance, Refinitiv
Moderated by: Maryse Gordon, Business Development Manager, Analytics, LSEG

FTSE Russellのグローバルインベストメントリサーチより、2021年第２四半期のアウトルックをお届けします。

足元のグローバル株式相場における注目点は、引き続き「インフレリスク」だと考えられます。このインフレリスクをどう考えるべきか論点を整理し、想定環境で注目すべき資産クラスであるマルチアセットインフラ指数についてもご紹介いたします。
・インフレリスク: 2011年と同じ結果になるのか
・FRBの動向とリスク選好の動き
・インフレ下でのバリュエーション: 過去の事例
・FTSE Russellのマルチアセットインフラ指数

Please join us for this live webinar with Q&A on Agency CMBS. Ginnie Mae Project Loans (GNPL), one of the core Agency CMBS product types, saw record issuance in 2020. To help customers quantify risk and return, Yield Book has developed behavioral models and tools to analyze this growing segment.

The webinar will cover:
˗ Yield Book’s GNPL prepayment model
˗ Price/yield analysis for GNPL including loan-level prepay/loss overrides
˗ Rate shocks, prepayment dials, and macroeconomic overlays
˗ Creating new-issue GNPL deals using the Yield Book Structuring Tool

Presented by: David Craft, Senior Vice President, Analytics Sales; Tadvana Narayanan, CMBS & ABS Senior Product Manager;
Luke Lu, Director, CMBS and CLO Research and Modelling; and Loy Weng, Senior Manager, CMBS Model Quantitative Developer, Research

Russell US reconstitution & the role of derivatives explained by experts from Cboe and CME Group.

Performed annually, Russell Reconstitution fully realigns the widely-followed Russell US Indexes to ensure they continue to accurately reflect the US equity market and its size and style segments.

Changes that are captured during this process include shifts in market capitalization, sector composition, company rankings, and style orientation.

Company market capitalization as of the close of the US market on rank day (Friday, May 7, 2021) will be used to determine Russell US Index membership. Reconstitution will be effective after the US market close on Friday, June 25 and reflected within the open deliverables dated Monday, June 28.

During this period of adjustments, how can investors mitigate exposure risk? Join experts from Cboe, CME Group and FTSE Russell as they discuss opportunities to manage risk around Russell Recon.

*** This webcast is for financial professionals or sophisticated market participants interested in derivatives education. ***

Waiting for the Fed to blink - what is priced in?

Join our webinar for analysis on global equity and fixed income markets, as they confront the impact of surging inflation (a 2011 replay?), concerns about excess stimulus and a shift in guidance by Central Banks.

Philip Lawlor, MD, and Head of Global Investment Research at FTSE Russell will examine drivers of risk appetite, including:

• Growth and inflation expectations
• Financial conditions
• The profit and valuation cycle
• Factor rotation
• The status of market sentiment.

Waiting for the Fed to blink - what is priced in?

Join our webinar for analysis on global equity and fixed income markets, as they confront the impact of surging inflation (a 2011 replay?), concerns about excess stimulus and a shift in guidance by Central Banks.

Philip Lawlor, MD, and Head of Global Investment Research at FTSE Russell, will examine drivers of risk appetite, including:

• Growth and inflation expectations
• Financial conditions
• The profit and valuation cycle
• Factor rotation
• The status of market sentiment.

Global Market Outlook
Waiting for the Fed to blink - what is priced in?

Join our webinar for analysis on global equity and fixed income markets, as they confront the impact of surging inflation (a 2011 replay?), concerns about excess stimulus and a shift in guidance by Central Banks.

Philip Lawlor, MD, and Head of Global Investment Research at FTSE Russell will examine drivers of risk appetite, including:

• Growth and inflation expectations
• Financial conditions
• The profit and valuation cycle
• Factor rotation
• The status of market sentiment.

This webinar is supported by the CFA Institute Asia-Pacific Research Exchange and qualifies for 0.5 PL credit under the guidelines of the CFA Institute Professional Learning Program

Years of quantitative easing and economic stagnation have disrupted the normal investment cycle. Which properties of the business cycle endure? Experts from Invesco and FTSE Russell come together to examine economic factors, explore factor strategies and consider the stability of assumptions in the current market environment. FTSE Russell and Invesco come together for a conversation addressing macroeconomic factors and factor performance both historically and through the lens of Invesco’s proprietary methodology. Join the webcast and live Q&A.

New core sustainable building blocks for UK ETF portfolios – Index integrating ESG & climate considerations

FTSE Russell has worked closely with Invesco ETFs to develop a bespoke UK equity index integrating ESG and climate considerations. Invesco has selected FTSE Russell because of our unique index construction approach that incorporates ESG and climate metrics.

The FTSE All-Share ex Investment Trusts ESG Climate Select Index is comprised of UK-listed equities and targets a 50% reduction in index level carbon emissions, a 50% reduction in fossil fuel reserves, a 50% increase in green revenues and a 10% improvement in index level ESG ratings using the FTSE Russell Target Exposure methodology.

Join FTSE Russell and Invesco for a review of the FTSE All Share ESG Climate index and the potential benefits of investing via an ETF.

*** Please note that this webinar is addressed exclusively to professional investors in the UK and/or jurisdictions where Invesco funds or products are approved for distribution. ***

Join us to discuss the evolving multi-asset sustainable investment and fixed income (“SIFI”) landscape and the challenges of developing SIFI solutions that can meet investor needs.

Implementing SIFI solutions can be challenging given the range of sub-asset classes, the complexities of different types of bonds or investing approaches and an evolving understanding of the materiality of different SI issues. Outside of green bonds, fixed income has traditionally been a laggard in adopting sustainable investing approaches compared to listed equities. However, this is changing rapidly and the SIFI market is growing quickly as investors understanding of the impact of ESG and climate issues on fixed income holdings is increasing, new sustainable fixed income products are launched and regulators are scrutinising sustainability risks and claims.

Join us to hear more about:
• Growth in sustainable investment continues at pace with new regulations, investor initiatives and products
• Why fixed income investors need to consider SI
• The state of market for sustainable fixed income products
• The challenges of creating SI solutions for fixed income
• How are clients adopting SIFI as part of their broader investment portfolio

Confirmed speakers:
• Lee Clements, Head of Sustainable Investment Solutions, FTSE Russell
• Zarina Nasib, Product Manager, Sustainable Investment, EMEA, FTSE Russell
• Andrew Bostock, Manager, Fixed Income and Multi Asset Product Management, EMEA, LSEG

FTSE RussellとSGXの共催ウェビナーにて、成長するアジアと新興アジアの機会、および進化するインデックスデリバティブの展望について議論します。

本ウェビナーは約60分で、議題は以下を予定しています。

• 開会のご挨拶 – FTSE Russell 日本代表 多湖理
• FTSE Global Equity Index SeriesとFTSE Blossom Japan Indexの主な特徴、および分析ツールA+の紹介 – FTSE Russellインベストメント・リサーチ・ヘッド・APAC 田村浩道
• 拡大されたSGXのアジア株式デリバティブとETFオファリング – シンガポール取引所東京事務所 Associate Director興津宏
• Q&A
• 閉会のご挨拶 – シンガポール取引所東京事務所代表 與利博

We are pleased to announce the TPI State of Transition Summit 2021 has been rescheduled for Thursday 13 May at 14:30 BST.

This is the transition decade, and companies are starting to detail their transition plans whilst investors are committing to net zero targets. Ahead of the major UN climate conference, COP26 Summit to be held in Glasgow, please join the Transition Pathway Initiative (TPI) for the fourth ‘Annual State of the Transition Summit’ to hear what progress has or has not been made.

During this webinar we will bring leading global investors together for an open and honest dialogue regarding the current state of transition in the hard to abate sectors of the real economy. The summit will also look into trends across all assessed TPI sectors, including automobiles, airlines, international shipping, diversified mining, paper, chemicals, cement, steel, aluminium, electrical utilities, oil/gas production, and distribution.

AGENDA

Opening remarks from the moderator
Adam Matthews, Chief Responsible Investment Officer, Church of England Pensions Board

Opening remarks from our hosts at the LSEG
Arne Staal, Incoming CEO of FTSE Russell, Group Head, Indexes and Benchmarks, LSEG

Opening Remarks
Emma Howard Boyd, Chair of the Environment Agency and UK Board of Trade

Annual Presentation of the State of Transition Report
Professor Simon Dietz, TPI Director of Research, Grantham Research Institute at the London School of Economics

Panel: Investor responses to the report
Moderator: Adam Matthews
Adriana Carvallo, Senior Analyst, Norges Bank Investment Management (NBIM)
Thibaud Clisson, Senior ESG Analyst, BNP Paribas
Trish Halper, Deputy Chief Investment Officer, Wespath Investment Management
Bess Joffe, Head of Responsible Investment, Church Commissioners for England

Panel: The Future of TPI
Moderator: Adam Matthews
John Howchin, Secretary-General of the Council of Ethics, Swedish National Pension Funds

Join our Global Investment Research webinar for answers to the key questions facing Canadian fixed income markets.

Specifically:
- Is the BoC counting chickens before they are hatched on the recovery?
- Are risks to growth forecasts skewed to the downside?
- Are signals from the yield curve reliable in a post-Covid world ?

Robin Marshall, director of fixed income research, will draw upon key findings from our "Market Maps" Canada Fixed Income Insight report—which he authors—that will be published shortly before the webinar. This report is created to offer timely capital-market analysis and insights for better investment decision-making.

With a résumé spanning over 30 years in the industry, Robin has worked with many institutional clients in the fixed income space and is highly regarded for research that utilizes capital-market analysis. Join him on Tuesday May 11, to hear his perspective.

Robin Marshall, director of fixed income research, will draw upon key findings from our "Market Maps" Canada Fixed Income Insight report—which he authors—that will be published shortly before the webinar. This report is created to offer timely capital-market analysis and insights for better investment decision-making.

With a résumé spanning over 30 years in the industry, Robin has worked with many institutional clients in the fixed income space and is highly regarded for research that utilizes capital-market analysis. Join him on Tuesday May 11, to hear his perspective.