Name: ESG’s impact on MBS performance
Start: 2023-05-23T14:00:00Z
End: 2023-05-23T14:00:48.000Z
Location: BrightTALK
Rating: 4.8

FTSE Russell is a leading global provider of index and benchmark solutions, spanning diverse asset classes and investment objectives. As a trusted investment partner we help investors make better-informed investment decisions, manage risk, and seize opportunities.

Market participants look to us for our expertise in developing and managing global index solutions across asset classes. Asset owners, asset managers, ETF providers and investment banks choose FTSE Russell solutions to benchmark their investment performance and create investment funds, ETFs, structured products, and index-based derivatives. Our clients use our solutions for asset allocation, investment strategy analysis and risk management, and value us for our robust governance process and operational integrity.

For over 35 years we have been at the forefront of driving change for the investor, always innovating to shape the next generation of benchmarks and investment solutions that open up new opportunities for the global investment community.

Essential intel for investors on the multiple and diverse markets in the region.

Join our Global Investment Research team for our new quarterly APAC Financial Markets Spotlight webinars. You will receive analysis and actionable insights on the macro backdrop and multi-asset financial markets across APAC.

-  Improved growth-inflation dynamics in APAC
-  APAC equities continued to outpace global peers
-  YTD bond returns boosted by easing policy, except Japan
-  Tech momentum continues with sustained AI & chip optimism
-  Emerging Asian currencies show resilience amid October USD recovery

Throughout the discussion, our presenters will draw upon key findings from our APAC Financial Markets Spotlight Market Maps report.

APAC Financial Markets Spotlight - US/EMEA Timezone

APAC Financial Market Spotlight - APAC Timezone

Join our panel of experts as they discuss listed real estate trends and index performance during H2 2025. Our panellists will delve into drivers of performance and share insights into recent fund flows and investors’ focus.

– The right investment product starts with the right index –

The FTSE EPRA Nareit Global Real Estate Index Series is designed to represent general trends in listed real estate equities worldwide. Relevant activities are defined as the ownership, trading and development of income-producing real estate. The index series covers Global, Developed and Emerging markets.

In addition, the FTSE EPRA Nareit Green Index Series provide a sustainability-focused extension to the FTSE EPRA Nareit Global Real Estate Index Series. Fund managers across the global are benchmarked against the FTSE EPRA Nareit Global Real Estate Index Series.

Panellists: to be announced
Moderator: to be announced

- Read the article "How industry collaboration drives greater access to commercial real estate": https://www.lseg.com/en/insights/ftse-russell/how-industry-collaboration-drives-greater-access-to-commercial-real-estate
- More about listed real estate indices: https://www.lseg.com/en/ftse-russell/indices/real-estate

Listed real estate: H2 2025 drivers of performance

Elevate your investment decision-making by joining our exclusive webinar. Our Global Investment Research team will provide in-depth analysis on the global macro backdrop, equities, fixed-income, alternatives, and cross-asset comparisons.

Gain expert insights into:

- The global macro backdrop and its impact on financial markets
- A deep dive into drivers of major asset classes
- Cross-asset dynamics impacting portfolio construction
- Risks, opportunities and potential mis-pricings in the market
- Key market themes

Throughout the discussion, our presenters will draw upon key findings from reports authored by the Global Investment Research team including Asset Allocation Insights, Global Wealth Research, Performance Insights and Fixed Income Insights, along with research papers and market commentary published shortly before this webinar.

Global Market Webinar – Implications for Multi-Asset Portfolio Construction - US/EMEA Timezone

Global Market Webinar – Implications for Multi-Asset Portfolio Construction - APAC Timezone

Join our experts for an insightful webinar as they delve into the most critical questions facing fixed income investors in 2026:

What are the key fixed income themes for 2026:
- Does de-globalisation mean fixed income markets will diverge further?
- Is credit in a bubble, and private credit a threat to financial stability?
- Have the roles of monetary and fiscal policy changed?
- Does reduced supply and higher yields mean curve flattening will resume?
- Are EM bonds fully valued?

Gain actionable insights on global yield curves, credit spreads, and FX-adjusted return performance across sovereign, inflation-linked, and corporate indices, using data from our comprehensive global fixed income indices.

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

Fixed Income Insights - US/EMEA Timezone

Fixed Income Insights - APAC Timezone

India’s government bond market has entered a transformative phase. With Indian sovereign bonds now included in the FTSE Emerging Markets Government Bond Index (EMGBI) and regional benchmarks, global investors are taking notice. This milestone reflects India’s growing accessibility, robust macro fundamentals, and its evolving role in emerging market debt portfolios.

Join FTSE Russell and UTI Investments for an exclusive webinar with Robin Marshall (Director, Fixed Income and Multi-Asset Research, FTSE Russell) and Anurag Mittal (CIO – Fixed Income, UTI Investments) to explore:
• FTSE Indian Government Bond FAR Index: Understand its transparent, rules-based methodology and how it enhances market accessibility.
• India’s Evolving Fixed Income Landscape: Examine macroeconomic trends and factors driving India’s integration into global markets.
• Global Index Inclusion: Discuss the significance of India’s entry into global benchmarks and potential implications for portfolio construction.
• Market Access Considerations: Explore practical aspects of accessing Indian government bonds and what investors should know about operational frameworks.

Unlocking India’s Sovereign Bond Potential: Insights from FTSE Russell and UTI Investments

Join representatives from Auburn University, EPRA, Nareit, and FTSE Russell for a groundbreaking discussion on factor-based investing in Real Estate Investment Trusts (REITs). This session will unveil cutting-edge academic research on the potency of factors in driving REIT performance, complemented by FTSE Russell’s own innovative analysis. Discover how these insights are reshaping approaches to REIT index investment and influencing global real estate strategies.

Topics:
• Breakthrough findings from collaborative 'REIT Factors' paper from leading academics at Florida State University, University of Tulsa, and Auburn University on the drivers of REIT performance, offering fresh insights into how factor-based approaches can reshape real estate investment strategies.
• FTSE Russell’s innovative research and approach to REIT factor analysis.
• How the FTSE EPRA Nareit Index Series integrates performance factors to support both passive and active strategies in global listed real estate.

Gain expert perspectives on why factor-based methodologies are transforming REIT investing and why these indices are essential for navigating today’s dynamic real estate markets.

***More about the academic whitepaper:
- The "REIT Factors" whitepaper translates decades of REIT evidence into six actionable signals that help investors better understand exposures, avoid common pitfalls, and target more resilient performance. Download the research paper from this link: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5250691
- ReitFactors.ai offers live analytics now, with more tools coming soon. Access the analytics website from this link: https://www.reitfactors.ai/

Presenters:
• Stace Sirmans, PhD, Associate Professor of Finance at Auburn University
• David Moreno, CFA. Indexes Manager, Research & Indexes team, EPRA
• John Worth, PhD, Executive Vice President - Research & Investor Outreach, Nareit
• Ethan Lai, Senior Research Analyst, Real Assets Index Research & Design, FTSE Russell

Decoding Factors for REITs: Smart Investing into Global Real Estate

The green economy is a powerful and growing investment theme—currently valued at US$7.9 trillion* and outperforming broader equity markets. With climate change expected to drive trillions in investment over the coming decades, investors are seeking effective ways to gain exposure. 

What You Will Learn: 

- The current state of the global green economy 
- The history and methodology of the FTSE Environmental Markets Index Series 
- How the index series compares to funds targeting similar sustainability themes 
- Why diversified exposure across 130+ microsectors matters. 

Register now to gain expert insights and explore how this index series can support your long-term sustainability goals.


* LSEG Green Economy Report, 2025

Investing in the Green Economy: Insights from the FTSE Environmental Markets Index Series

APAC Financial Markets Spotlight: AI Tech drives APAC rally despite tariff uncertainty (APAC Timezone)

We are pleased to announce the launch of our new webinar series in collaboration with Goldman Sachs Asset Management - From Macro to Allocation: ETF Strategies for Efficient Portfolios.

This session, Fixed Income Opportunities and the Benefits of Model Portfolios, will provide a comprehensive discussion on the current fixed income landscape and practical approaches to portfolio construction.

Join us for an exclusive session where we bridge the gap between macroeconomic trends and real-world portfolio allocation. In today’s dynamic market, understanding the macro landscape isn’t enough—you need to know how to translate those insights into smart, tactical moves.

- Actionable Insights: Learn how global economic shifts impact asset allocation.
- Expert Perspectives: Hear from leading strategists and market thought leaders.
- Practical Frameworks: Walk away with tools to optimize portfolios in any environment.

Whether you’re navigating volatility or seeking new opportunities, this webinar will equip you with the strategies to stay ahead.

From Macro to Allocation: ETF Strategies for Efficient Portfolios

Unlock the potential of the  North America fixed income markets with our Global Investment Research team. Get the answers to some of the most pressing questions facing investors today:

- Is the Fed playing catch-up on easing rates, or becoming scared about recession?
- Were tariffs a big red herring for markets, or a fundamental change in the global economy?
- After the IMF growth downgrade, will Canadian yields return to the Covid lows, in the face of recession risks...
- …or does a more stimulative budget mean the BoC has finished easing? 
- Is the rally in longs driven by LDI flows, and strong value versus risk assets?
- Is credit in a bubble?
 
Gain actionable insights on currency-adjusted performance, macroeconomic drivers, and the latest shifts in yields, spreads, and curves. Explore the dynamics of conventional, inflation-linked, and corporate bonds in the North American market. 
 
Throughout the discussion, our presenters will draw upon key findings from our Fixed Income Insights North America  report and research insights, published shortly before this webinar.

Don't miss this opportunity to enhance your investment decision-making with expert guidance and stay ahead of the curve.

Fixed Income Insights (North America) - How much easier can it get for Canadian and US fixed income?

Join sustainable investment experts from ING, Robeco, and FTSE Russell to discover a new approach to sovereign climate investing designed to mobilise capital at scale and support countries on their journey to net zero. 

Our new innovative climate-focused index and investment solution—created by FTSE Russell, ING, and Robeco—rethinks sovereign debt by targeting eurozone government bonds aligned with the net-zero transition. 

Discover how this new index and investment solution offers several advantages for institutional investors including: 
• Alignment with global climate goals 
• Performance potential 
• Risk management 
• Engagement opportunities 

Speakers:
• Jochen Harkema, Sustainable Investing Specialist, Co-Manager ING Impact Fund, ING Investment Office
• Astrid Flores, Sustainable Investment Fixed Income Product Specialist, FTSE Russell
• Paul Ruijs, Country Sustainability Specialist , Robeco
• Carmen Nuzzo, Professor in Practice, Executive Director, TPI Global Climate Transition Centre at the London School of Economics and Political Science
Moderator: 
• Hanna Lukacs, Sustainable Investing Specialist, ING Investment Office



*** Please note that this webinar is addressed exclusively to professional investors in jurisdictions where the mentioned investment products are approved for distribution.  Robeco and ING products 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. Robeco and ING are not affiliated to FTSE Russell or LSEG. ***

Financing the Transition: The role of sovereign debt in climate action.  [with ING and Robeco]

In the final video of our International Equities series, FTSE Russell’s Dana Moody, Catherine Yoshimoto, and Mark Barnes join Vanguard’s Andrey Kotlyarenko, CFA, to discuss what’s next for international equity ETFs. Hear expert perspectives on emerging trends, potential growth drivers, and how global market dynamics could shape investor strategies in the years ahead.

Future Outlook for International Equity ETFs

In this second installment of our International Equities series, FTSE Russell’s Dana Moody, Catherine Yoshimoto, and Mark Barnes join Vanguard’s Andrey Kotlyarenko, CFA, to explore the latest trends shaping global equity markets. Gain insights into regional performance drivers, evolving investor behaviors, and how international ETFs are adapting to a dynamic landscape.

International Equity Market Trends

Allocation to International Equity ETFs – A Tale of Home Bias?
Join FTSE Russell’s Dana Moody, Catherine Yoshimoto, and Mark Barnes alongside Vanguard’s Andrey Kotlyarenko, CFA, for an insightful discussion on global diversification and the persistent challenge of home bias. Explore why investors often favor domestic markets, the role of international equity ETFs in portfolio construction, and strategies to achieve balanced exposure.

Allocation to International Equity ETFs – A tale of home bias?

In a market where mega-cap giants dominate headlines, the Russell 2000® Index quietly tells a different story—one of resilience, innovation, and untapped potential. With macro conditions shifting and rate cuts on the horizon, is now the time to reallocate toward the next generation of growth?

Join Emerald Yau, Head of Equity Index Product Management, APAC (FTSE Russell) and Geoff Dailey, Head of US Equities, Senior Portfolio Manager (BNP Paribas Asset Management) as they discuss:
• The macro tailwinds supporting small-cap momentum.
• The Russell 2000’s track record as a launchpad for future giants.
• How valuation gaps may present long-term opportunities


*** Please note that this webinar is addressed exclusively to professional investors in the jurisdictions where the mentioned investment products are approved for distribution. BNP Paribas ETFs 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. BNP Paribas is not affiliated to FTSE Russell or LSEG. ***

Small-Cap Resurgence: Why the Russell 2000 Deserves a Fresh Look

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

Sustainability

Analytics

Fixed Income

Physical Climate Risk

Socially Responsible Investing

ESG analysis

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ESG’s impact on MBS performance

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