Name: 中国国債投資のアウトルックと市場アクセス – ETF投資のメリットについて
Start: 2021-07-28T07:00:00Z
End: 2021-07-28T07:57:11.000Z
Location: BrightTALK
Rating: 4.8

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 members of our Global Investment Research team, to hear the answers to key questions facing investors in Canadian fixed income markets.

You will hear actionable insights on currency-adjusted performance, macro drivers, shifts in yields, spreads and curves across conventional, inflation-linked, and corporate bonds within the Canadian fixed income market. 

The discussion will draw upon key findings from our Fixed Income Insights (Canada) report, published shortly before this webinar.

Canada Fixed Income Insights

The private label CMBS market is no stranger to financial storms from the Great Financial Crisis in 2008 to the recent unprecedented lull in issuances in the post-pandemic era. In today’s rising interest rate environment, CMBS and CRE investors are increasingly concerned about the credit quality and potential unrealized losses of their holdings. 

Yield Book would like to take this opportunity to present a new Non-Agency CMBS model that can enable you to gain deeper market insights through precise and granular level credit analyses.

Join our webinar, which will cover:
 Current market trends, major concerns and challenges facing private label CMBS (including most recently the office sector)
 The methodology and drivers of the Non-Agency CMBS Credit Model
 Demo of the Non-Agency CMBS Model in Yield Book Classic and the Add-In
Presented by:
o Luke Lu, Head of CMBS Research and Quantitative Modeling
o Tadvana Narayanan, Senior CMBS & ABS Product Lead

Using Yield Book’s Non-Agency CMBS Credit Model to gain deeper insights

How the Russell Indexes deliver an objective view of the ever-changing US equity market.

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. ***

Russell US Reconstitution: mitigating risk with derivatives

Green investment needs to scale rapidly to limit the rise of global temperatures to 1.5°C, with recent studies estimating that between US$109-275 trillion is required by 2050. The result is a green economy that is substantial and growing, representing 7.1% of global listed company market capitalisation and presenting a $7 trillion investment opportunity according to FTSE Russell research.

Growing the green economy is important for participants across the financial ecosystem and is driven by public and private investments. LSEG is helping drive the growth of the green economy through the provision of data and market infrastructure, enabling investors to identify and act on investment opportunities.

Join this upcoming webinar to hear our panel of experts discuss:
• What will the world look like in 2050 and what needs to be done to reach the set targets 
• The current green economy landscape – where are the key opportunities, in which sectors and how will any challenges need to be overcome?
• How are companies and investors are using green revenues data to reach their specific goals?
• How to implement effective, decision useful ESG disclosures that reflect investor needs and regulatory requirements

Speakers:
Jane Goodland, Group Head of Sustainability, LSEG (Moderator)
Lily Dai, Senior research Lead, Green Economy ESG, FTSE Russell
Amy Smith,  Senior Manager, Sustainable Finance, London Stock Exchange

Driving investment to enable the green economy

Appetite for ESG metrics in the mortgage-backed securities sector is gaining momentum, but finding relevant and quantitative approaches to this complex sector remains a challenge, as does identifying the resultant impact of this integration to financial risk and return of portfolios.

Yield Book’s latest research shows that our proprietary metrics identifying Responsible Lending and Responsible Servicing behaviors can provide significant value and deeper insights when integrated into MBS workflows. 

Join us to discuss our ESG framework for securitized assets and our research on May 23rd at 10:00 ET / 15:00 BST for a live webinar presentation and Q&A. The session will cover the following: 
• Recap of Yield Book’s ESG framework and principles of our approach;
• Evidence for the linkage between ESG metrics on US Agency RMBS and prepayment speeds;
• Discussion of dispersion among ESG-aligned cohorts of total returns, WALA ramps and S-curves.

Presented by:
- Katie Prideaux, Sustainable Investment Analytics Lead
- Marina Manoim, Quantitative MBS Data Modeling Lead
- Irene Shi, Data Analyst Manager

ESG’s impact on MBS performance

After proving its resilience during the 2020 pandemic, the Collateralized Loan Obligations (CLOs) market now faces pressures from rising interest rates and growing downgrade concerns. With credit and collateral conditions deteriorating in 2023, how are the CLOs set to weather this storm?

Please join us for our webinar on 16 May 2023 at 15:00 UK/10:00 ET to learn about:
- Current market trends, emerging themes, potential risks, and challenges facing CLOs.
- Yield Book’s new CLO credit model
- The methodology and drivers of the new CLO Credit Model
- Demo of the CLO Credit Model prototype


Presented by:
- Luke Lu, Head of CMBS/CLO Research and Quantitative Modeling, Yield Book, an LSEG Business
- Loy Weng, CLO Quantitative Researcher, Yield Book, an LSEG Business
- Anton Karnaukh, Quantitative Developer, Research, Yield Book, an LSEG Business

How have CLOs fared in the rising interest rates environment?

FTSE Russell's Canada Fixed Income webinars are back! Join members of our Global Investment Research team, to:

• Catch up on whether markets have over-reacted to the BoC policy pause.
• Get the details behind relative performance returns in the rally.
• See how market expectations have evolved on the inflation shock.
• Learn where the risks may be from the banking crisis. 

You will hear actionable insights on currency-adjusted performance, macro drivers, shifts in yields, spreads and curves across conventional, inflation-linked, and corporate bonds within the Canadian fixed income market.  The discussion will draw upon key findings from our Fixed Income Insights (Canada) report, published shortly before this webinar.

Canadian fixed income ... after 'death by duration'

After enjoying the smooth ride for many years, fixed income investors are suddenly faced with the risks associated with rising interest rates. The Bank of England has already delivered a series of rate hikes to combat inflation and this policy shift has led to yields moving upwards of 4% in some parts of the yield curve. The direction of UK economic policy and recent changes in issuance patterns by the DMO will largely determine where the opportunity lies for rates investors.
 
Despite a rapidly changing fixed income environment, there is a path forward for bond investors. By using a rules-based investment approach typically employed in active portfolio construction, investors can improve risk-adjusted returns in the fixed income markets.

Join experts from Goldman Sachs Asset Management and FTSE Russell as they discuss the outlook for the UK Gilts market, and potential ways for investors to access it through the FTSE Goldman Sachs UK Gilts 1-10 Year Index. 
 
Topics will include:
• An overview of the UK macroeconomic outlook and implications for rate markets
• A discussion on which points of the curve could be more attractive for investors in the current environment
• A highlight of Goldman Sachs Access ETF that track FTSE Goldman Sachs fixed income indices

**Please note that this webinar is addressed exclusively to investors in the UK and/or jurisdictions where Goldman Sachs Asset Management's (GSAM) products are approved for distribution. The ETFs presented are not sponsored, endorsed, issued, sold or promoted by FTSE Russell or LSEG. Nor do FTSE Russell or LSEG make any representation regarding the advisability of investing in any of the products. GSAM is not affiliated to FTSE Russell or LSEG.**

Fixed Income is Back. Goldman Sachs Strategies for UK Rates.

Join members of FTSE Russell's Global Investment Research team for their quarterly deep-dive into global and regional equity factors to:  

• Catch up on the many twists and turns in equity factor performance this year 
• Get the details behind Quality’s ascendance over Value and how it played out globally  
• See how the banking-sector turmoil drove this leadership reversal       
• Learn where factor valuations stand now

You'll hear actionable insights on performances, industry exposures, rotation drivers and macro sensitivities.  The discussion will draw upon key findings from our quarterly Market Maps Equity Factor Insights report, published shortly before this webinar.

Equity Factors: Long-time laggard Quality takes a star turn in Q1

Equity Factors– Long-time laggard Quality takes a star turn in Q1: APAC timezone

Join us as we review the first quarter in US equities and look back at what drove markets. Highlights we’ll discuss:
• US rally weathers severe risk-off storms – US stocks outpaced most global peers in Q1, with large-caps retaining the lead over small-caps 
• Tech stocks carry the day – The robust outperformance of tech-heavy sectors played a major role in the leadership reversal across the Russell US indexes
• Growth rides the tech rebound – See why Growth prevailed over Value in Q1

US equity – We analyze Q1, to give you insights for Q2 (iShares & FTSE Russell)

Join Vanguard for a Review of Global Equity Trends & ETF Flows. And the benefits of FTSE Global Equity Index Series for targeting specific countries and regions.

Most equity markets ended Q1 higher, surmounting the extreme crisis turbulence through most of March, which took the heaviest toll on US small-caps and the broad UK market.

The flagship FTSE Global Equity Index Series (GEIS), which captures 99% of the world’s investable market cap, provides a robust global equity index framework with the versatility to tailor your investment views. The series includes over 17,000 large, mid, small, and microcap securities across 49 developed and emerging markets globally, with a wide range of modular indexes available to target specific markets and segments.

FTSE Russell has licensed the FTSE GEIS Indexes to Vanguard to serve as benchmarks to several ETFs.

Please join market experts from Vanguard and FTSE Russell as they discuss:
- Key issues in different major regions/countries across Developed and Emerging Markets
- Overview of the FTSE GEIS, its high-level methodology and rebalance observations
- Application of FTSE GEIS index changes and ETF industry observations
- Benefits of FTSE GESI for targeting specific countries and regions
- Q1 ETF Flows

**Please note that this webinar is addressed exclusively to professional investors in jurisdictions where Vanguard's products are approved for distribution. The ETFs presented are not sponsored, endorsed, issued, sold or promoted by FTSE Russell or LSEG. Nor do FTSE Russell or LSEG make any representation regarding the advisability of investing in any of the products. Vanguard is not affiliated to FTSE Russell or LSEG.**

Global Equity Trends and ETF flows: finding clarity amidst the noise

- Finding yield in volatile markets. A Russell 2000 Covered Call strategy -

Join experts from Cboe Global Markets, Global X and FTSE Russell in conversation about:
- Analysing the Russell 2000 Index performance: small cap vs. larger cap indexes, and Q1 2023 update
- Benchmarks strategies: BuyWrite Index and a 50-Delta (50%) BuyWrite Index
- Use cases with options and ETFs

**Please note that this webinar is addressed exclusively to investors in the US and/or jurisdictions where Cboe's and Global X's products are approved for distribution. The Derivatives and ETFs presented are not sponsored, endorsed, issued, sold or promoted by FTSE Russell or LSEG. Nor do FTSE Russell or LSEG make any representation regarding the advisability of investing in any of the products. Cboe and Global X are not affiliated to FTSE Russell or LSEG.**

This webinar has been accepted for 1.0 hour of CE credit towards the CFP®, CIMA®, CIMC®, CPWA® or RMA certifications. To receive credit, attendees must submit accurate and complete information on the requested forms and attend the entirety of the webinar.

Russell 2000 Covered Call – a strategy for finding yield in volatile times?

ESG in China is critical to achieving sustainability goals, in particular on climate change and the environment. As the second largest economy globally by GDP and home to the world’s second largest equity and bond markets, yet still with emerging market status, sustainability practices are starting to mature in the country. Recent developments include the inception of standardised reporting requirements, the development of government green industry guidelines and China’s important goal to achieve peak carbon by 2030 and carbon neutrality by 2060. 

Join this upcoming webinar in which our panel of experts will discuss:

• How should investors navigate ESG through a Chinese lens and what are the opportunities and singularities of ESG integration in China’s A share market?
• With developments towards a unified reporting framework, what is the current status of the data and what insights should investors consider to gain a perspective on sustainable investment particularly in light of current market volatility?
• What developments are being made by domestic investors in developing an active landscape for stewardship and furthering corporate sustainability in line with international trends?

Opening remarks by:
• Dr. Ma Jun, President, Institute of Finance and Sustainability, Beijing
• Sir William Russell, Co-chair, UK-China Green Finance Taskforce

SPEAKERS:
• Moderator: Lily Dai, Senior Research Lead, Sustainable Investment, LSEG 
• Arne Staal, CEO, FTSE Russell
• Richard Sheng, Board Secretary, Ping An Group
• David Smith, Senior Investment Manager, Abrdn

ESG investing in China: a new paradigm?

Improving resiliency in a US small cap universe through a quality overlay.

In the 2022 rout most factor strategies fared better than their respective market cap benchmarks, and differing exposures to energy, financials and the ‘tech wreck’ were among the biggest return drivers.

Yet differences in fundamental characteristics between small cap and large cap stocks have impacted relative returns attributable to such factors. 

In this webinar we will specifically explore how quality factor has typically behaved during market downturns and historically extracted risk premia in a US small cap universe.

Is the Quality factor set to bounce back in 2023?

Join experts from LGIM’s ETF team and FTSE Russell as they discuss:
• What it means to invest in a quality company
• The Russell 2000 0.4 Quality Target Exposure Factor Index
• Perspectives for US small-cap equities
• Potential benefits of investing into the index via an ETF

Presenters:
• Elisa Piscopiello, CFA, ETF Analyst, LGIM
• Aude Martin, Senior ETF Investment Specialist, LGIM
• Ryan Giannotto, CFA, Manager Equity Index Research, FTSE Russell

About the Index:
The Russell 2000 0.4 Quality Target Exposure Factor Index is a benchmark designed to maintain a constant level of targeted active factor exposure against the Russell 2000 Index at review date.
The Index follows a consistent and transparent construction methodology in order to achieve controlled exposure to its targeted factor while avoiding any off-target factor exposure and respecting levels of diversification and capacity. The index also seeks to maintain industry neutrality.

FTSE Russell has licensed the Russell 2000 0.4 Quality Target Exposure Factor Index to serve as benchmark of the L&G Russell 2000 US Small Cap Quality UCITS ETF.

**Please note that this webinar is addressed exclusively to investors in the EU, the UK and/or jurisdictions where Legal & General Investment Management ("LGIM") products are approved for distribution.**

Quality that counts: Analysing the Russell 2000 Quality Index, with LGIM

• Which equity factors fared best in last year’s rout? which ones failed?
• What industries had the greatest impact on performance in the Q4 rally and for the full year?
• What factors diverged from global patterns and why?
• Where did factor valuations stand at the beginning of 2023?

Join our Global Investment Research team for its quarterly deep-dive into global and regional equity factors. Get actionable insights on performances, industry exposures, rotation drivers and macro sensitivities, and hear answers to questions such as these and more.

The discussion will draw upon key findings from our quarterly Market Maps Equity Factor Insights report, published shortly before this webinar.

Equity Factors: Value throws a lifeline in the 2022 tumult

• Which equity factors fared best in last year’s rout? which ones failed?
• What industries had the greatest impact on performance in the Q4 rally and for the full year?
• What factors diverged from global patterns and why?
• Where did factor valuations stand at the beginning of 2023?

Join our Global Investment Research team for its quarterly deep-dive into global and regional equity factors. Get actionable insights on performances, industry exposures, rotation drivers and macro sensitivities, and hear answers to questions such as these and more.



The discussion will draw upon key findings from our quarterly Market Maps Equity Factor Insights report, published shortly before this webinar.

Equity Factors: Value throws a lifeline in the 2022 tumult (APAC time)

It’s been a bumper decade for venture capital (VC) with steadily rising markets and low-interest rates; perfect ingredients for stellar returns. But where are we now in the cycle and what’s the best way to think about VCs today? Ian Sigalow is a Co-Founder and Managing Partner at Greycroft and walks us through the current state of play while also giving us his insights into topics such as the outlook for inflation and deglobalization.

The outlook for VCs remains bright | Ian Sigalow | FTSE Russell Convenes

中国は世界第2位の債券市場であり、国際投資家による中国債券市場への投資需要は増え続けています。 
2020年9月21日には、資産運用会社CSOPアセットマネジメントによって、FTSE Russellの中国国債インデックスを参照する画期的なETFがシンガポール取引所（SGX）に上場されています。

本ETFは、FTSE Russellがシンガポール取引所との間で、アジアおよび新興市場の単一国および地域の株式デリバティブ、ならびにETF商品で幅広いインデックスデリバティブを共同開発する長期的な戦略的パートナーシップを発表した後、最初に上場されたETFです。

中国の債券市場と画期的な上場ETFについてご紹介する当オンラインセミナーに是非ご参加ください。 CSOPアセットマネジメント、シンガポール取引所（SGX）、およびFTSE Russellの専門家が、以下の議題についてお話しいたします。

●	開会のご挨拶 – FTSE Russell日本代表 多湖理
●	世界国債インデックス採用決定後の中国国債市場の進展と展望 – FTSE Russell リレーションシップ・マネジメント シニア・ディレクター 売野隆一
●	中国国債投資への道標– CSOPアセットマネジメント 日本オフィス代表　Mandy, Fan Liang
●	シンガポール取引所経由での中国債券市場アクセス – 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

中国国債投資のアウトルックと市場アクセス – ETF投資のメリットについて

ETFs

Fixed Income

Bonds

Government

債券

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中国国債投資のアウトルックと市場アクセス – ETF投資のメリットについて

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