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.

Join us as we review of the fourth quarter in US equities and look back at what drove markets in 2021.  Last quarter we saw several key themes play out: 

• While large cap growth continued to lead, Q4 saw some bright spots for Value as well. 
• The mixed industry performance in Q3 has been followed by more consistent performance across the board in Q4, but there have been a few notable exceptions. 
• What was the impact of the appearance of the omicron variant on earnings expectations?

FTSE Russell is proud to partner with Blackrock/iShares to bring you trusted insights and research you can use to support your clients and strengthen your investment process.

Presenters:
• Kristy Akullian, CFA, Director, iShares Investment Strategy, Americas, BlackRock
• Mark Barnes, Head of Global Investment Research, Americas, FTSE Russell
• Catherine Yoshimoto, Director, Product Management, FTSE Russell

Our panelists will share their views backed by recent research reports.

Download the Russell US Indexes Spotlight Report: Third quarter 2021 [https://www.ftserussell.com/research/russell-us-indexes-spotlight-report-third-quarter-2021]

Learn more about Russell US Indexes [https://www.ftserussell.com/russell-indexes-your-index-matters]

US equity – We analyze Q4, to give you insights for Q1 (iShares & FTSE Russell)

Join our Global Investment Research team for their quarterly “Global Factor Performance and Insight” webinar.

You will hear valuable insights on factor behaviour and valuations observed during the last quarter of 2021, helping to provide some important indication on new market shifts. You will also hear answers to questions such as:

• How did expectations of rising inflation and changing central-bank policies impact factor performance?
• How did changing growth expectations across regions drive differences in factor behaviour?
• Is there any evidence of an impact from Omicron?

Their discussion will draw upon the key findings from our quarterly Market Maps Regional Factor Indicator report, being published shortly before this event.

Factor behavior and valuations: new market shifts?

Factor behaviour and valuations: new market shifts?

Join our Global Investment Research team for their quarterly “Global Factor Performance and Insight” webinar.

You will hear valuable insights on factor behavior and valuations observed during the last quarter of 2021, helping to provide some important indication on new market shifts. You will also hear answers to questions such as:

• How did expectations of rising inflation and changing central-bank policies impact factor performance?
•	How did changing growth expectations across regions drive differences in factor behavior?
•	Is there any evidence of an impact from Omicron?

Their discussion will draw upon the key findings from our quarterly Market Maps Regional Factor Indicator report, being published shortly before this event.

Factor behaviour and valuations: new market shifts? For investors in APAC

Sovereign debt investors are exposed to a range of climate risks that are typically not well understood or integrated in the investment process. Carrie Ho, product manager, fixed income and multi-asset, talks about combining climate considerations and carry factor into sovereign bond indexes.

Combining climate considerations and carry factor into sovereign bond indexes

Leading the way on sustainability for twenty years: One of the world’s pioneering global ESG index families

Celebrating 20 years of the FTSE4Good Index Series

Office sector’s drivers + Covid’s impact on European listed real estate

Join experts from EPRA, Oxford Economics and FTSE Russell for a roundup discussion about the impact of the Covid-19 crisis on European listed real estate and about the the evolution of the European office sector and the Emerging markets. Our panellists will share their views backed by recent research reports.

Agenda: 
• Listed Real Estate sector: Offices
- EPRA’s research highlighting the main drivers of the European office sector and the performance of the FTSE EPRA Nareit Developed Europe Index.
- The increase of office landlords in the index over the last decade.
• Impact of the Covid-19 crisis on European listed real estate
- The uneven recovery across geographies and sectors and its implications for listed real estate investors.
- Recent trends in European listed real estate and implications of the economic and sectoral outlook for future performance.

Presenters:
• Lloyd Barton, Head of global trade services, Oxford Economics
• David Moreno, CFA, Indexes Manager, EPRA
• Ali Zaidi, Head of real assets research, FTSE Russell

European listed real estate: Taking stock for 2022

Twenty years ago, investors mocked the launch of the first ESG focused index called FTSE4Good. But two decades later, interest in ESG indices is driving some of the biggest allocations of capital today. In the second episode of our new FTSE Russell Convenes series, FTSE Russell Americas Head of Sustainable Investment Tony Campos discusses what has changed since then, what’s driving markets’ and companies’ need for certainty, and what the world of sustainable investing might look like in 2026.

Our FTSE Russell Convenes series brings together experts across finance, academia and government to discuss big trends like sustainable finance, digital assets and the evolution of investing.

The ghosts of sustainable investing's past, present and future

Our new FTSE Russell Convenes series brings together experts across finance, academia and government to discuss big trends like sustainable finance, digital assets and the evolution of investing. In this inaugural episode, FTSE Russell CEO Arne Staal explains what it will take for sustainable investing to matter at scale, why transparency is key, and his concerns about greenwashing.

'Time is running out': Climate and sustainable investing with FTSE Russell's CEO

Product and research overview of the impact of ESG across all products.

Featuring:
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

ESG in fixed income

Summary of CLO analytics across Yield Book applications and market research updates.

Featuring:
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

CLOs in Yield Book

The second day will kick off with a recap of day one and an introduction to the technology session including a lively roundtable discussion.

Featuring:
Barry Pavel, Head of North America Client Relationships for Analytics and Index, London Stock Exchange Group
Rebecca Burkey, Head of Product Analytics Technology, London Stock Exchange Group
Yair Lenga, Director, Quantitative Analyst, London Stock Exchange Group

Technology roundtable discussion with the Head of Product Analytics Technology

Overview of recent RMBS product enhancements and research update. Market leaders discuss trends and offer insights on today’s RMBS market.

Featuring:
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

Track 1: Agency RMBS

Product and research teams will cover recent non-agency and CRT enhancements. Hear from a panel of industry leaders on CRT market observations and trends.

Featuring:
Jake Katz, Director, Head of Non-Agency RMBS Research and Data Science, London Stock Exchange Group
Paul Edelen, RMBS Product Manager, London Stock Exchange Group
Christian Valencia, Vice President of Credit Risk Transfer Capital Markets, Freddie Mac
Shekhar Shah, Head of the Residential Securitization & Advisory, Citigroup
Roman Shimonov, Managing Director, Annaly Capital Management, Inc.

Track 2: Non-Agency / CRT

Get updates on the latest product and research enhancements in CMBS. Listen to an in-depth conversation on the Agency CMBS industry.

Featuring:
Tadvana Narayanan, Senior Product Manager, CMBS and ABS, London Stock Exchange Group
Luke Lu, Head of CMBS/CLO Research and Quantitative Modeling, London Stock Exchange Group
Shujaat Islam, Citadel
Hiten Motipara, Citigroup

Track 3: CMBS

Yield Book CEO will provide key business updates and overview the two-day event followed by the Head of product management and Head of fixed income analytics research who will highlight recent product releases and enhancements, provide research update, and what’s next for 2022.

Featuring:
Emily Prince, CEO of Yield Book, London Stock Exchange Group
Aysegul Erdem, Head of Analytics Product Management, London Stock Exchange Group
Mikhail Shefter, Head of Fixed Income Analytics Research, London Stock Exchange Group

Welcome remarks, product roadmap and research update

Date: 25 November, 2021 Time: 14:30-15:15 GMT   We are delighted to invite you to register for our webinar, ‘How is climate change influencing investment strategies and what is net zero investing?’.  COP26 has just finished and during this millstone event, the role of finance has become even more important than it used to be.  World leaders discussed why climate investing and the transition to net zero is one of the ways we can save the world we live in today.  During the webinar our speakers will discuss: • What are the main challenges in implementing climate change policy? • How well-aligned are policymakers’ and global investors’ views in this area? • Why are net zero investment strategies even more important now, especially after COP26? • How the partnering of the finance sector can help change to happen?  Speakers: • Faith Ward, chief responsible investment officer, Brunel Pension Partnership • David Cox, head of listed market investments, Brunel Pension Partnership • Aled Jones, head of EMEA sustainable Investments, FTSE Russell

How is climate change influencing investment strategies and what is net zero?

A look at index development and the regulatory landscape

As interest in digital assets continues to rise, but this volatile asset class still raises many questions and concerns from investors. In association with the experts at Digital Asset Research, FTSE Russell has taken these issues into account, creating a reliable index methodology that thoughtfully monitors the 24/7 data and hundreds of exchanges that make up the crypto and digital asset market.

As with any index, understanding the regulatory landscape is critical to index developments. Join us for a webinar on November 16th to learn more about the crypto market, industry regulation, our risk sensitive approach to index family expansion.

During this event we will discuss digital asset index development in the context of:
• The rise of digital assets
• Digital asset regulatory landscape
• Delivering expertise, governance and structure for a new asset

As interest in digital assets continues to rise, but this volatile asset class still raises many questions and concerns from investors. In association with the experts at Digital Asset Research, FTSE Russell has taken these issues into account, creating a reliable index methodology that thoughtfully monitors the 24/7 data and hundreds of exchanges that make up the crypto and digital asset market.

FTSE Digital Asset Index Series - A new standard of measurement

Join FTSE Russell’s Global Investment Research team for expert analysis and strategic insights on factor behavior and valuations, and answers to the following questions:

•  Which factors benefited from rising inflation expectations and bond yields during the quarter — and which faltered?

•  Where were the biggest divergences in factor behavior regionally?

•  What impact did shifts in industry performance over the quarter affect factor preferences within and across regions?  

The discussion will draw upon key findings from our quarterly Market Maps Regional Factor Indicator report, being published shortly before the webinar.

Supported by the CFA Institute this webinar qualifies for 0.5 CE credit under the guidelines of the CFA Institute Continuing Education Program

Global factor behavior: winners & losers in Q3, for an audience in APAC

Factor Investing

Equities

Macro Economics

Smart Beta

Asset Allocation

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

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.

UK Financial Advisers

Welcome to the US financial advisor community on BrightTALK. Join the community to learn alongside thousands of financial advisors and registered investment advisors. Access relevant and timely content on investment products and strategies, regulations and compliance and the market landscape. You can also find practice management insights on topics such as client acquisition and retention, life planning, marketing and social media best practices.

US Financial Advisors

Welcome to the US wealth managers community on BrightTALK. Join this community to hear industry experts share market, compliance, legal, tax and fund updates and analysis. You can also find helpful tips on financial planning, asset allocation, portfolio management and engaging and retaining high net-worth (HNW) clients.

US Wealth Managers

This community is for investors who work within the European market providing client and portfolio management advice. Join to learn from trusted investors on the latest trends and account strategies for delivering consistent results and long term success.

European Investors

This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.

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.

Banking and Treasury

Get powerful finance management insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge that will help you to determine which financial factors build or erode value in your organization.

CFO Strategy

Get powerful financial planning and analytics insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge and drive optimal financial performance for your company.

Financial Planning and Analysis

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Global factor behavior: winners & losers in Q3, for an audience in APAC

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