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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?
Nicholas Carr, Ph.D.
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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- to protect or comply with our legal rights and obligations; and
- to enable our journalists to contact and interact with you online in connection with any content you may post to our Sites.
Please see paragraph 5 below for more information on cookies and similar technologies and a link to a page where you can turn them on or off.
Some of your personal data collected under paragraphs 1 and 2 above may be used by us and/or our other group companies and third party service
providers to contact you by email, fax, telephone and/or post for sending information or promotional material on our products and/or services and/or
those of our other group companies.
We give you the opportunity to opt-out of receiving marketing communications and will in certain circumstances need to obtain your consent before sending such communications to you. Further detail can be found on the applicable Site and in each marketing communication sent by us, our group companies or service providers. See also "Consents and opt-outs" section below.
- Trading in Personal Data:
Some of your personal data may be collected and processed with the intention of selling it to other organisations, but this will not be done unless you have given your consent (separately to this privacy statement).
- Cookies and similar technologies
Cookies are pieces of information which include a unique reference code that a website transfers to your device to store and sometimes track information about you. A number of cookies we use last only for the duration of your web session and expire when you close your browser. Other cookies are used to remember you when you return to the Site and will last for longer. Cookies cannot be used to run programs or deliver viruses to your computer. They are uniquely assigned to you and can only be read by a Web server in the domain that issued the cookie.
- remember that you have used the Site before; this means we can identify the number of unique visitors we receive to different parts of the Site. This allows us to make sure we have enough capacity for the number of users that we get and make sure that the Site runs fast enough;
- remember your login session so you can move from one page to another within the Site;
- store your preferences or your user name and password so that you do not need to input these every time you visit the Site;
- customise elements of the layout and/or content of the pages of Site for you;
- record activity on our Sites so that we understand how you use our Sites enabling us to better tailor our content, services and marketing to your needs;
- collect statistical information about how you use the Site so that we can improve the Site; and
- gather information about the pages on the Site that you visit, and also other information about other websites that you visit, so as to place you in a “market segment”. This information is only collected by reference to the IP address that you are using, but does include information about the county and city you are in, together with the name of your internet service provider. This information is then used to place interest-based advertisements on the Site which it is believed will be relevant to your market segment. For more information about this type of interest based advertising, and about how to turn this feature off please visit www.youronlinechoices.co.uk. (Please email us at firstname.lastname@example.org if you have any queries about cookies)
Some of the cookies used by our Sites are set by us, and some are set by third parties who are delivering services (such as interest based advertising directed at your market segment) on our behalf.
To see a list of the cookies and similar technologies used on this Site and instructions on how to turn them on and off click here. (Please email us at email@example.com if you have any queries about cookies)
Most web browsers automatically accept cookies but, if you prefer, you can change your browser to prevent that or to notify you each time a cookie is set. You can also learn more about cookies in general by visiting www.allaboutcookies.org which includes additional useful information on cookies and how to block cookies using different types of browser. Please note however, that by blocking, deleting or turning off cookies used on the Site you may not be able to take full advantage of the Site.
Email tracking: So that we can better understand our users' needs, we track responses to our emails - for example, to see which links are the
most popular in newsletters, and to log and follow up responses to our marketing messages. To do this, we use pixel GIFs, also known as "pixel tags" - these are
small image files that are placed within the body of our email messages. They enable us to tell if a message has been opened and to track click-throughs on links
within the message.
Any other purposes for which Euromoney wishes to use your personal data will be notified to you and your personal data will not be used for any such purpose without obtaining your prior consent.
Consents and opt-outs
You can give your consent to or opt out of particular uses of your data as indicated above by:
- Indicating at the point on the relevant Site where personal data is collected;
- Informing us by email, post or phone; or
- Updating your preferences on the applicable Site;
For turning cookies and similar technologies on and off, see the information in paragraph 5 above.
Information collected at one Site may be shared between Euromoney Institutional Investor plc, Institutional Investor Inc. and other group companies for the purposes listed above.
Your personal data may also be sold to other companies in the form of lists and directories, but only after permission from you in accordance with the provisions above.
We may also disclose your personal data to other third parties, including, without limitation, professional advisers, or governmental or State institutions or regulatory authorities, where necessary in order to exercise or defend legal rights or where required by law.
We may transfer, sell or assign any of the information described in this policy to third parties as a result of a sale, merger, consolidation, change of control, transfer of assets or reorganisation of our business.
Public forums, message boards and blogs
Some of our Sites make message boards, blogs or other facilities for user generated content available and users can participate in these facilities. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to disclose your personal information.
Transfers outside the EEA
Services on the Internet are accessible globally so collection and transmission of personal data is not always limited to one country. Euromoney Institutional Investor plc may transfer your personal data, for the purposes listed above, to other group companies, service providers or other third parties which may be located in countries outside the European Economic Area, whose laws may not give the level of protection to personal data as within the UK. This will include transfers to Institutional Investor Inc. in the US (and Institutional Investor Inc. will collect some data directly from you, in relation to the Sites which it operates) and to third parties who provide us with email and marketing services. Where we conduct any transfers we will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Statement.
Confidentiality and Security of Your Personal Data
We are committed to keeping the data you provide us secure and will take reasonable precautions to protect your personal data from loss, misuse or alteration.
The transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our Site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features described above to try to prevent unauthorised access.
We have implemented information security policies, rules and technical measures to protect the personal data that we have under our control from:
- unauthorised access
- improper use or disclosure
- unauthorised modification
- unlawful destruction or accidental loss
All our employees, contractors and data processors (i.e. those who process your personal data on our behalf, for the purposes listed above), who have access to, and are associated with the processing of your personal data, are obliged to keep the information confidential and not use it for any other purpose than to carry out the services they are performing for us.
We also give you the option of using a secure transmission method to send us personal data identifiers, such as credit card details and bank account number.
How to Access, Update and Erase your Personal Information
- Postal mail to this address: Data Protection Officer, Euromoney Institutional Investor plc, Nestor House, Playhouse Yard, London EC4V 5EX, UK
- Telephone: +44 (0)20 7779 8600
- Email: firstname.lastname@example.org
Upon request, we will provide you with a readable copy of the personal data which we keep about you. We may require proof of your identity and may charge a small fee (not exceeding the statutory maximum fee that can be charged) to cover administration and postage.
Euromoney allows you to challenge the data that we hold about you and, where appropriate in accordance with applicable laws, you may have your personal information:
- rectified or amended
Changes to this Privacy Statement
We will occasionally update this Privacy Statement to reflect new legislation or industry practice, group company changes and customer feedback. We encourage you to review this Privacy Statement periodically to be informed of how we are protecting your personal data.
This Privacy Statement was last updated in April 2012.
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