Name: Introducing Digital Assets to Institutional Infrastructure
Start: 2020-07-28T15:00:00Z
End: 2020-07-28T15:39:33.000Z
Location: BrightTALK
Rating: 5

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.

Founded in 2002, Research Affiliates® (“RAFI”) has been a leader in smart beta and asset allocation for 20 years. Since 2005, FTSE Russell has worked with Research Affiliates to bring its philosophy to life through indexes. Please join the conversation with Rob Arnott, Founder and Chairman of the Board of Research Affiliates and Indrani De, Head of Global Investment Research, FTSE Russell as our speakers look at the principles of contrarian investing and disciplined rebalancing in today’s market environment.

With more than $90 billion in assets under management benchmarked to the RAFI indexes calculated by FTSE Russell, the RAFI fundamental philosophy and corresponding disciplined index application provides and important barometer for investors to understand the market.

In their upcoming conversation, Rob Arnott and Indrani De will cover: 
• The factors currently driving the market. Do they align with a fundamental view?
• Research Affiliates’ award-winning research and fundamental strategy.
• Fundamental factors, and how do they respond in different market environments?
• FTSE RAFI index exposures versus market cap exposures.
• FTSE RAFI index construction, systematically rebalancing against the market's shifting backdrop.

Back to the future: Rediscovering the value of Value, with Research Affiliates

Description:
Investors are embracing sustainable investment strategies in passive fixed income like never before. Billions of dollars are flowing into ESG-tilted sovereign debt as asset owners try to mitigate their exposure to climate risks. But there are unintended consequences that are not discussed enough, notably related to biases present in the ESG assessment where scores tend to favour higher income countries.
In our paper ‘Dealing with income bias in sovereign ESG scores’ we propose an ex-post way to deal with income bias in Sovereign ESG. 

Arne Staal, Global Head and CEO of FTSE Russell, asks Julien Moussavi, Ph.D. Senior Research Lead, Sovereign ESG, Beyond Ratings and Lazar Karapandza, Senior Analyst, Sustainable Investment Research, Beyond Ratings to summarise their research, outline its importance to our clients and provide an overview of key findings.

Dealing with income bias in sovereign ESG scores

Hear actionable insights on global and regional equity factor performances, sector exposures, rotation drivers and macro sensitivities in the second quarter. Following our presentation, we will look forward to answering your questions during the Q&A.

We will discuss:

• Factors that held up best in the global stampede from risk, and those which failed
• The sectors that had the biggest performance impact 
• The drivers of the divergent behavior of EM factors from global patterns
• Where factor valuations and the Quality/Value premium stand today

Our discussion will draw upon key findings from our quarterly Market Maps Equity Factors report, which you can download from the 'Attachments' section

Factor behavior in the brutal Q2 market rout

2022年4月21日、JPX総研とFTSE Russellは共同で、EUの気候移行ベンチマークの基準 (EU CTB)とFTSE及びTPI*の気候評価を使って、ベースとなるTOPIX500のウェートを調整し2050年ネットゼロを目指す「FTSE JPXネットゼロ・ジャパン インデックス シリーズ」の算出を開始しました。 2050年ネットゼロ・カーボンニュートラル実現のための、気候移行における日本企業の課題と、炭素排出量を踏まえた長期的な投資について、様々な立場の有識者を招いて、その取組みを紹介するとともにソリューションを議論いたします。

本ウェビナーは約75分で、議題は以下を予定しています。 
• 主催者挨拶　10分
JPX総研　執行役員　高橋直也
• 特別講演　10分
「持続可能な社会の実現に向けた我が国企業・金融機関への期待」
高崎経済大学 学長 水口 剛 様
• 講演　10分
「ネットゼロ社会に向けた指数会社の取組みについて」
FTSE Russellサステナブル投資部門 日本代表　森 敦仁
• パネルディスカッション 45分
「日本におけるネットゼロ・カーボンニュートラルへの道筋」
パネリスト 
• CDP Worldwide – Japan アソシエイトディレクター　高瀬 香絵様
• 野村アセットマネジメント 責任投資調査部 シニアESGスペシャリスト 山我 哲平様
• JPX総研 インデックスビジネス部 総務企画・開発グループ課長　飯塚 賢 
モデレーター：
FTSE Russellサステナブル投資部門 日本代表　森 敦仁
• Q&A

日本におけるネットゼロ・カーボンニュートラルへの道筋

Russell Reconstitution, which occurs each year in June, is a top-to-bottom recalibration of the US equity market benchmarks and the membership of the entire Russell series of indexes. Reconstitution ensures that the indexes continue to accurately reflect the current state of equity markets and their market capitalization segments (large cap, mid cap, small cap, micro cap), industry breakdowns and style structure.

Given this continual evolution of the equity markets, the annual Russell Reconstitution:
- Ensures the Russell Indexes deliver an objective, accurate and transparent view of the equity opportunity set.
- Establishes new thresholds for market capitalization size segments.
- Adjusts where companies lie along the growth/value and defensive/dynamic style continuums.

This highly anticipated event is closely tracked by professional money managers as they rebalance their portfolios with the goal of minimizing unwanted benchmark risk. Other close observers include brokerage houses, who, in the weeks leading up to Reconstitution, prepare for large blocks of trades by researching and reporting on the shifts that may occur, managing their inventory accordingly.

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

Four decades of Russell US Indexes reconstitution - An ETFs perspective

Four decades of Russell US Indexes reconstitution - A derivatives perspective

Leverage quantitative insights with Yield Book’s unique ESG framework for securitized assets.

Please join us on June 9th at 10:00 a.m.  ET for a live webinar presenting our recent launch of Governance themes in MBS, part of the market’s first ESG Framework for Securitized Assets. 

The webinar will cover the following:
• Quantitative principles underpinning our approach to ESG
• Methodology overview and signal validation
• Typical use-cases for clients 
• Overcoming challenges to ESG adoption in a complex asset class
• Q&A

Presented by:
Katie Prideaux, Sustainable Investment Lead, Fixed Income Analytics
Jake Katz, Head of Non-Agency RMBS Research and Data Science

Learn more about our Sustainable Investment analytics solutions here: https://www2.lseg.com/YieldBookESGFramework

Analyze, Assess and Action your securitized ESG strategy

Globally there is an increasing focus on environment, social and governance (ESG) factors, driven by investor engagement, regulation and societal expectations. Awareness around ESG is also on the rise in Malaysia. For example, Bank Negara Malaysia recently published the Climate Change and Principle based Taxonomy, demonstrating their commitment to addressing climate risk and supporting the transition to net zero, and work is being done to define a "green taxonomy" to offer more clarity around what is considered sustainable. 
These trends impact companies, where disclosures are expected to extend beyond traditional financial reporting to include ESG factors and climate-related risks, as well as investment managers who must build sustainability in to their strategies. But what exactly do investment managers need to do in order to integrate ESG in to their investment management processes?

In this session, we will explore: 
• The ESG landscape in Malaysia - regulations, requirements, and responsibilities for different players in the financial industry 
• The challenge faced by investors in Malaysia with regards to lack of ESG data 
• How to understand the ESG status of the underlying companies in your portfolios and other products
• Ratings framework and methodology - the key companies considered for index construction and ESG assessment in Malaysia 
• What information can be used to identify sustainable companies and investment opportunities

Speakers: 
• Kaleon Leong bin Rahan, CEO, Federation of Investment Managers Malaysia
• Wong Chiun Chiek, Senior EVP, Bursa Data Business, Bursa Malaysia
• Nurisham Hussein, Chief Strategy Officer, Employees Provident Fund
• Raymond Tang, CEO, Eastspring Investment
• Ismitz Matthew, CEO, Kenanga Investors
• Robin Yeoh, Regional Chief Investment Officer, Maybank Asset Management
• Deepak Khurana, Director, Index & Analytics, ASEAN & South Asia, LSEG

Understanding ESG rating frameworks to enable Sustainable Investing in Malaysia

2022年3月30日、FTSE Russellは、各セクターにおける相対的なESG 評価を組み入れた新たなBlossomシリーズインデックス、FTSE Blossom Japan Sector Relative Indexの算出を開始いたしました。4月の東証プライム市場のスタート、気候変動リスクの増大と低炭素経済への移行、コロナや地政学リスクの増大を含む社会における変化など、激動する世界において、今日本企業におけるESG戦略、ESG格付のポイント、そして投資家が行うべきESG投資はどう進化しているのか、行くべきなのかについて、議論いたします。

日本におけるESG投資の進化

昨年12月7日と8日の2日間にわたり「Yield Book Summit」と題したオンライン・ウェビナーを開催しました。その中で、イールドブックCEO エミリー・プリンスのご挨拶、各製品・開発プロジェクトの責任者による弊社の新たな取り組みおよび製品開発に関するプレゼンテーションをシリーズでお伝えしています。

このたび、それらの取り組みの中から、とくにローン担保証券（CLO）の分析機能の開発、モーゲージ証券のESGフレームワークおよび米国エージェンシーRMBSについて、製品開発進捗のアップデートをウェビナーにてご案内いたします。また、3つのテーマに該当する昨年12月に開催したYield Book Summitの各セッションの録画を日本語字幕付きで配信します。

5月24日（火）
午後4時00分～　
「米国エージェンシーRMBS」（約5分）
担当：吉江 泰弘

午後4時5分～5時5分　「Agency RMBS」（日本語字幕付）　
プレゼンターおよびパネリスト：
Aysegul Erdem, Head of Analytics Product Management, London Stock Exchange Group
Paul Sinkevics, Managing Director, Citigroup
Adam Rilander, Galton Managing Partner, CIO, PM, & Head of Agency MBS Strategies, Mariner Investment Group
Derek Chen, Senior Portfolio Manager, Voya Investment Management
Hui Ding, Head of Agency RMBS Research, London Stock Exchange Group

米国エージェンシーRMBS

昨年12月7日と8日の2日間にわたり「Yield Book Summit」と題したオンライン・ウェビナーを開催しました。その中で、イールドブックCEO エミリー・プリンスのご挨拶、各製品・開発プロジェクトの責任者による弊社の新たな取り組みおよび製品開発に関するプレゼンテーションをシリーズでお伝えしています。

このたび、それらの取り組みの中から、とくにローン担保証券（CLO）の分析機能の開発、モーゲージ証券のESGフレームワークおよび米国エージェンシーRMBSについて、製品開発進捗のアップデートをウェビナーにてご案内いたします。また、3つのテーマに該当する昨年12月に開催したYield Book Summitの各セッションの録画を日本語字幕付きで配信します。

5月20日（金）
午後4時00分～　
「モーゲージ証券のESGフレームワークのリリース」（約5分）　
担当：湊 浩之

午後4時5分～4時35分　
「ESG in Fixed Income」（日本語字幕付）
プレゼンター：
Katie Prideaux, Fixed Income Analytics Specialist, Sustainable Investment Lead, London Stock Exchange Group
Jake Katz, Director, Senior Non-Agency RMBS Modeller, London Stock Exchange Group

モーゲージ証券のESGフレームワーク

(CE Credit Available)

Join experts from Blackrock, Nareit, and FTSE Russell to understand the benefits of core US commercial real estate sectors in an investment portfolio. 

The FTSE Nareit Equity REITs Index represents the core US commercial real estate sectors, which despite impact of the COVID-19 pandemic, continues to provide diversification opportunities.  

During this webinar you’ll hear industry experts discuss:
• The use of real Estate Investment Trusts (REITs) can be a powerful inflation hedge and additional source of income in a portfolio allocation.  
• Commercial leases are often tied to measures like CPI, so investors can use an index like the FTSE Nareit Equity REITs Index to hedge against inflation. 
• Hear insights directly from Blackrock on how you can implement these strategies in your client’s asset allocation and investment strategy.

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

The case for REITs in an inflationary environment

昨年12月7日と8日の2日間にわたり「Yield Book Summit」と題したオンライン・ウェビナーを開催しました。その中で、イールドブックCEO エミリー・プリンスのご挨拶、各製品・開発プロジェクトの責任者による弊社の新たな取り組みおよび製品開発に関するプレゼンテーションをシリーズでお伝えしています。

このたび、それらの取り組みの中から、とくにローン担保証券（CLO）の分析機能の開発、モーゲージ証券のESGフレームワークおよび米国エージェンシーRMBSについて、製品開発進捗のアップデートをウェビナーにてご案内いたします。また、3つのテーマに該当する昨年12月に開催したYield Book Summitの各セッションの録画を日本語字幕付きで配信します。

5月18日（水）
午後4時00分～　
「ローン担保証券（CLO）分析機能のリリース」（約15分）　
担当：斎藤 千恵

午後4時15分～4時40分
「CLOs in Yield Book」（日本語字幕付）
プレゼンター：
Anastasia Andrianova-Ushakova, Senior Manager, Analytics Product Lead, London Stock Exchange Group
Luke Lu, Head of CMBS/CLO Research and Quantitative Modeling, London Stock Exchange Group
Hugo Pereira, Director of Market Analysis, London Stock Exchange Group

ローン担保証券（CLO）分析機能

Join Katie Prideaux, Sustainable Investment Analytics Lead, Yield Book and Dr. Barnabas Acs, Global Director, Sales Strategy & Execution, Sustainable Investing at LSEG for a fireside chat as they discuss:
- The market landscape of Sustainable Finance and Investment in a post-pandemic world against the backdrop of major global events and rising inflation
- A review of recent publications that have piqued their interest
- A snapshot of the latest regulatory development

Navigating Sustainable Investment in a rapidly evolving economic landscape

The next generation of climate transition indexes for Japan’s net zero.

Introducing the FTSE JPX Net Zero Japan Index Series

Through the lens of industry and flow data, we look at the market.
• How are institutional and retail investors reacting towards current market turbulence?
• What is industry data telling us?
Learn more from the data experts from TMX Group and FTSE Russell.

Market sentiment through the lens of industries and flows

Euronext & EPRA Real Estate Barometer: Trends and key figures 2021

Euronext and EPRA (European Public Real Estate Association) have published the fourth edition of the Real Estate Barometer, which analyses the key trends and figures of the listed European real estate sector.

The Real Estate Barometer FY2021 looks at real estate investment trusts (REITs) and real estate developers listed on Euronext markets, and analyses the performance and valuation of EPRA indices, which track a basket of listed European real estate companies.

Your 360-degree review of real estate & derivatives trading trends

In partnership with Euronext, join experts from EPRA and FTSE Russell for a roundup discussion about:
• market trends,
• listed real estate indexes.
In addition, a derivatives market-maker from BNP Paribas will look at the growing influence of derivatives benchmarked to the FTSE EPRA Nareit Index Series on Euronext, in terms of their volume growth and their real-world usage.

Presenters:
• David Moreno, CFA, Indexes Manager, EPRA
• Matthieu Courtois, Delta One senior trader, BNP Paribas
• Ali Zaidi, Head of real assets research, FTSE Russell

- Download the Euronext & EPRA Real Estate Barometer – FY2021: https://info.corporateservices.euronext.com/real-estate-barometer-h2-2021
- More information about the FTSE EPRA Nareit Developed Europe Index: https://www.ftserussell.com/products/indices/epra-nareit

*** Please note that this webinar is addressed exclusively to professional investors in Europe and/or jurisdictions where Euronext's products are approved for distribution. ***

Euronext & EPRA Real Estate Barometer 2021: Your 360° review

Although the Indian stock market offers many growth opportunities, investors can diversify and stabilise their portfolio by investing in another country. The US Stock Market is one of the viable options for Indian investors and here are some reasons:
1. It comprises some of the largest global conglomerates that lead in technological innovations, and leverage trends like artificial intelligence, health and wellbeing, and climate change
2. It is very large and liquid
3. Its compliance and disclosure standards are among the best

Join industry experts from Edelweiss and IDFC at this virtual thought-leadership webinar where they showcase the US stock market landscape as a potential new area of investment for Indian investors.

US Equities: Seamless access to the largest economy for Indian investors

SEDOL expansion and the evolution of the digital economy

Introducing Digital Assets to Institutional Infrastructure

Digital Banking

digital assets

Cryptocurrency

data

reference data

Financial data

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Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

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Institutional Investors

Get powerful banking and treasury insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge on hot topics such as digital banking, payments disruption and non-bank competition. Learn how the latest treasury management strategies are helping to mitigate operational, financial and reputational risk.

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Introducing Digital Assets to Institutional Infrastructure

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