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- 233 ETFS were launched in 2016, 284 were launched in 2015, while 202 were launched in 2014. Will 2017 see this rate keep up?
- What strategies are seeing the most growth? Which strategies are just being piloted? Which Sectors are most in demand?
- What make a launch successful? What makes a launch a failure? Does a failed launch necessarily mean a shut down or can it turn around? Similarly, after a successful launch—how do you manage expectations, growth and returns? Success
- What new products in 2017 are the most exciting?
- What has the Impact of the GICS sector expansion been? How have exposures been recalibrated?
- What are the implications for advisors? Implications for PMs?
- What’s next for Real Estate? What’s next for Copper? Can we expect another expansion?
- How has the expansion impacted Indexes and ETFs? Will there be more products created to reflect the expansion?
- More and more investment products are looking to capitalize on emerging demographic trends and societal attitudes. We examine how unfolding trends will provide opportunities for outsized returns in your portfolio—today and tomorrow!
- Understanding the demographic dynamics at play—forecasting the future. State of play regarding women and minority led businesses.
- Understanding inclusion as an investment strategy. What factors to look for? Finding the opportunities-what products exist? Exploring diversity themed ETFs and Indexes?
- Putting your money where your mouth is—allocating money to women and minority asset managers. Finding and investing in the next generation of manager, analysts and leaders.
Michal Foriest Settles
- How to approach EM—i.e. which investment approaches are best? Indexes? ETFs? Country specific or regional approaches?
- Which markets are “safe”? What makes a market safe? Does a safe market equal less returns?
- Which markets are unapproachable? If a market is severely risky or near toxic—why would there be product?
- Which markets are the next big thing?
- What do we fear – and why?
- How does fear impact our investment performance?
- How to understand data to contextualize fear, manage it better and invest more appropriately
* Cocktail Passport: In addition to drinks at the ICE|NYSE bar, enjoy a specialty cocktail at the following Sponsors' exhibit booths - FTSERussell, S&P Dow Jones Indices, W. E. Donoghue
Investors have fallen in love with indexing in recent years, but are these man-made creations worthy of their worship? Is there is a difference between passive investing and indexing? Are there too many indices?
Past is NOT prologue. With the proliferation of smart beta and factor strategies, investors should be vigilant to the pitfalls of data mining and performance chasing. Relative valuations can predict the long-term future returns of strategies and factors —not with any short-term precision— but well enough to add material value.
- Fund flows from Institutional investors have reached record highs, with seemingly no end to the trend in sight. This panel will explore the impact that this market move is having on the investment industry as a whole and will take a deeper dive into the factors driving it.
- How much money has flown into the passive investing space? How much is projected to continue to flow? How much has been allocated to indexing? How much to ETFs? How do these investors utilize ETFs? How do they utilize indexing?
- Which products are “getting the most love”? How can an ETF provider create more specialized product for the segment? What is the opportunity for specialized, bespoke product creation? How can an ETF Active Manager create portfolios for these client types?
- What sort of structural challenges does this pose? What is the impact on fixed income ETFs? How will this change the overall portfolio allocation methodology?
- With over $500 billion in Smart Beta product to select from, the time for debating the meaning of smart beta may be over. Along with the growth in AUM, how diverse have the product offerings become? How complex will products become as AI/machine learning becomes increasingly advanced. Will there be any portfolios left, without smart beta exposure?
- How do investors mange Implementation Risk? Exposure Risk? Absolute/Relative Risk? How can you use Smart Beta to enhance portfolio returns in a down cycle?
- Moving beyond the basics: what are the ways that smart beta can be used to construct dynamic portfolios? How can inefficiencies be exploited?
- What is the future of smart beta? Will it fully replace active management? What new styles will emerge? Will AI eventually replace portfolio managers?
Track A: Evidence Based Investing Stream
The old advisor value proposition of “better returns” was replaced by trying to convince clients to focus only on long-term results. But humans react to risk in the short term. Riskalyze CEO Aaron Klein teaches how advisors can use a whiteboard marker to put risk and the short term at the center of how they engage with clients, winning trust, AUM dollars and driving client retention and satisfaction.
- Can investors make use of economic data in formulating strategies or managing expectations? Are economics an art or a science?
- What does the evidence say about the role of investor behavior in terms of long-term returns? How can professionals encourage the right attitudes and habits of their clients?
Track B: Portfolio Management Stream
- Taking a close look at Europe one year after the Brexit—what has changed, what has remained the same and where do the investment opportunities lie?
- Are Southern European countries doomed to fail? What will happen to a post-Merkel Germany and a more nationalist France?
- How will the continued rise of populism shape the markets? Will the Euro be replaced?
- Where are the opportunities? Are the Baltic States and Scandinavian countries properly valued? How about central Europe and post-Soviet States?
- Since the Fed raised rates slightly in December, consumer rates spiked. How has that translated into investment portfolios? What are the best passive products/strategies for a rising rate environment?
- Assuming that rates will not continue to rise past this low threshold—what strategies exist for investors to succeed in a stagnant rate environment?
- Negative rates are a reality in many parts of the world—are there existing products that tackle this issue? If so how?
- What would a rate neutral strategy consist of?
- How many factors do you need to make a dynamic portfolio? How many are too many? 10? 20? Can you accurately predict characteristics of a multi-factor model? How do you weigh the factors? Does there need to be a correlating number of factors and positions?
- Getting technical—how often should a portfolio rebalance? Should that be on autopilot? How challenging does that become as the number of factors and positions increase? How diverse should a portfolio be? How to avoid diversification in name only
- How to avoid creating Goldilocks portfolios. The difficulty of ex-ante predictions. Aiming for premia capture, or risk mitigation? Which way does your portfolio tilt? How many asset classes do you cover? Long only, long-biased or long short?
- At long last, can we replicate the systematic exposure and alpha generating properties of active managers?
- The overall ESG investing universe has topped $21T, ETFs however, only represented a sliver of that dollar figure (think low billions). 2016, was a breakout year that saw numerous marque launches, 2017 seems to be poised to build on that momentum and steer towards maturity. Our panel of experts will discuss how growth and maturation are inevitable and what trends to be on the lookout for.
- What changes to established industries can ETF products exploit? Green bonds? Electric cars? How have Millennials shaped the landscape? Will fossil fuel divestment continue? How will things change after SASB is finalized? Will Morningstar’s Sustainability Rating drive growth?
- Negative and positive screening are relatively straightforward, but how have incremental improvements made product/portfolio construction easier and more accurate? Can new and future ETFs look forward to a more robust engagement screens?
- With Trump in the Whitehouse and an Oil Baron heading the State department—what is the outlook for ESG investors? Positive? Proceed with caution? What is the best case scenario? Worst case scenario? How many ESG offerings can we reasonably expect to see by 2020? Which market sectors will benefit the most by growth in ESG investing? Which ones will be changes the most?
Track C - Market Drilldown Stream
- Is there any real risk in passive? How to gauge volatility in today’s markets? How to use ETFs and Indexing to combat portfolio swings? What are the individual drivers of volatility and what products exist to block them?
- How to construct a portfolio to dampen vol? When is volatility good for your portfolio? How do you approach volatility? Are you short or long vol? If you are long what is your approach, how are you protecting your portfolio? If you are short vol how are you harvesting risk premiums? How do you enhance your return on risk?
- What sectors are less volatile? How are you weighting your allocations? Are you churning and rotating? What are the costs associated with volatility linked Indexes and ETFs? What sorts of index/ETF strategies can be used to mitigate volatility? Should long-term investors care about short-term volatility? How should investors evaluate low volatility strategies?
- Is low volatility or low beta a return-generating “factor” in the same way that value or small size are thought of as factors? What causes this effect? Will it persist? Have low volatility strategies become too crowded/popular for their own good? Should low volatility be a tactical or a strategic position?
- Past: A macro look at how the American economy has changed – which companies have risen or fallen from prominence and why?
- Where are they now? The fate of 1990s & 2000s juggernauts
- Present: Visualizing the Fortune 500; How the Fortune 500 reflects the American economy in 2017
- Future: Persisting trends in the Fortune 500 and Global 500; How the US will fare internationally as reflected by the Global 500
- How to fulfil the appetite for yield. What new products are on the market? How well do the ETFS or ETNs match the underlying liquidity? Do the current crop of bond ETFs provide enough Yield for investors? Is the corresponding liquidity adequate? Are corporate yields juicy enough—or do investors need to look to more exotic options?
- What is the volume of product being traded? Is volume a better indicator of segment growth or is product quantity? What is the deeper systemic meaning behind the growth of Liquid Credit instruments?
- ETF v ETN? What role are “macro” products including CDX, TRS, and ETFs as an alternative to the OTC bond market? How do bond ETFs perform in more volatile markets?
- What is the relevancy of OPEC in a fracking world? How does their decisions impact the overall energy market? Where does the energy market stand with OPEC’s agreement to cut production? How do their decisions impact the global and domestic energy markets? How to look at the energy market holistically—it’s not just E&P. Pipe construction and fitting, helicopters, compression heads etc. And how to source investment opportunities within the ecosystem.
- Metals—all that glitters is not gold, taking a look at Aluminum, Iron, Steel, Silver, Palladium etc. What are the best ways to invest in metals? Producers or in the end products? Agriculture—what are the big agricultural trends to invest in? Do you invest in grain or livestock commodities & futures or do you invest in corporate stocks?
- Are country based baskets a good way to invest? Would that provide enough exposure to various commodities—but shield against any commodity specific volatility
- Globally, water is a scarce resource, but the US has its own issues. Why is water an issue now and why will it continue to become more prevalent. What required infrastructure investments are needed for this essential asset, and what sectors will ride the wave?
- College Endowments have become increasingly prominent as ETF/Passive Investors--what drives the fund flows into the space? What strategic purposes does passive strategies serve?
- Where do ETFs and Indexing fit into the infamous Endowment model? What does ETF ownership given an activist oriented Endowment?
- How are endowment approaching passive? Direct investing? Utilizing managers? Is there an appetite for product creation?
- What needs do the endowments have that passive currently cannot fulfil
- By now you are familiar with the buzzwords, ESG & SRI. In this session we look beyond the six little letters and flesh out opportunities for out-performance.
- What are the big trends that will determine an investment’s success? Which sort of vehicle should I allocate my money to? ETF? ETN? Index? How to feel about fees?
- What is my investment horizon? How to appropriately gauge risk? Filtering out unicorns and chimeras—how to find a lasting opportunity?
- Portfolio construction considering ESG/SRI opportunities. Concentrated portfolios v diverse portfolios. ESG/SRI as a core investment v minority position.
Katie Schmitz Eulitt
- With the growth in ETF usage, additional tactical ways of adding them to investors portfolios have cropped up. Hedging with ETFs--How to use ETFs in lieu of options, puts and other derivatives. Using ETFs to Short—what are the benefits? What are the risks?
- Exploring tactical (sector and country) exposure using ETFs. Rebalancing schemes—frequency—planned v reactionary. Sector rotation, country rotation, leverage strategies. Asset class selection, ETF selection. Matching Indexes and ETFs to Liquidity Risk management Vol Beta Downsides?
- Squeezing alpha out of beta—how passive management has increasingly employed sophisticated methods to beat benchmarks. How do we track the growth of sub type—and what direction will this trend move in next?
- Will active managers embrace this en-masse to attract and retain clients? Will passive manager seek JVs with active managers, or will they opt to create more in house solutions? What criteria should an investor consider when selecting an active ETF manager or hybrid product?
- How to bond and build with your clients--understanding their goals--creating product for them.
- How to grow your client base--how to grow organically--picking new demographic.
- Communication—preparing white papers, reports and extras. How to effectively deliver bad news. Finding the right marketing strategy and web presence.
- Seeing the shared future—planning for and creating a lifetime relationship.
- When two or more companies’ earnings are affected by the same economic drivers, such as similar suppliers, customers, or product types, they share a “related business risk”
- This risk can negatively impact a portfolio’s performance when the fundamentals of companies that share the same business risks are impacted at the same time (for example, due to regulatory change, customer trends, commodity shocks, or natural disasters)
- Inadvertent overweighting of related business risk occurs regularly in capitalization-weighted and equal-weighted portfolios
- Controlling for this risk can have a dramatic impact on portfolio performance
- Stratification is a weighting methodology created to control for the inadvertent overweighting in sub populations
- The purpose of this talk is the show that this methodology can be applied to portfolio management
- Much like the natural world, the investing world is resplendent with diversity, in fact new species of factors (and animals) are discovered almost daily! In this session we take a closer look at the essential, inessential, obscure and under-loved factors that investors have to select from!
- How to determine if a factor contains investment-worthy attributes? How to invest where the paper trail is short?
- How low can you go? Determining the right beta coefficient for your portfolio. Is that even realistic in today’s market?
- Our panel reveals their favorite factors, and which ones they could do without.
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We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.
Lead Generation and Scoring
We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.
We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.
Surveys, Market Research & Customer Feedback
We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.
Public forums, message boards and blogs
Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.
Business or Asset Sale
If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.
If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.
Additional Third Party Disclosures
We may disclose your personal data to other third parties in the following situations:
- To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
- Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
- If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).
Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.
We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.
We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:
- Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
- The business rationale for collection and expiry of the purpose for which personal data was collected;
- Our ongoing ability to ensure the accuracy of the data; and
- Legal and regulatory requirements.
We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.
You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.
You have certain rights in relation to your personal data which include the following:
Access & Portability
You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.
You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.
If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.
Rectification, Restriction, Objection
You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.
How to Exercise Your Rights
To exercise any of these rights, please contact us by post or email at the following addresses:
Euromoney Institutional Investor PLC
8 Bouverie Street
London, EC4Y 8AX
Web form: Complete Subject Data Request Form
We may need to check your identity prior to processing a request.
Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.
Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.
All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.
Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.
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