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IMN's 24th Annual Global Indexing & ETFs conference opens with a series of intimate discussions led by some of the brightest minds in the industry. Introducing the two and a half day forum is Research Affiliates Chairman & CEO Rob Arnott, delivering incisive commentary on the changing face of smart beta, its distinction from factor investing and the future of both in an increasingly competitive landscape.
Following a dissection of some of the most compelling research on quantitative strategies is Riskalyze's interactive discussion of the newest tools available to advisors, as well as guidance on how to best apply them using a risk-forward approach. And to further explore the risks and opportunities of innovation and disruption is a panel curated by the industry's pioneering non-profit organization promoting gender equality and empowerment: Women in ETFs.
The past 20 years have seen a proliferation of smart beta index strategies, with the term being applied to certain strategies that don’t fit the original definition. And with the line between active and passive strategies becoming increasingly blurred, it’s even more important to first define “smart beta” before determining whether or not it even works. The good news is that a wealth of research supports the notion that factor investing isn’t necessarily broken, it’s just riddled with pitfalls that adept managers can side-step, when equipped with the proper framework. In this introductory address, Research Affiliates Chairman & CEO Rob Arnott explores the next iteration of quantitative strategies and how they’ll show up in future funds, asking us to consider: do we have to choose between a “free lunch” and risk premium, or can we have the best of both?
Join Riskalyze for an engaging session on how the advisor of the future combats shrinking margins and the spotlight on advisory fees by setting better expectations with clients and powerfully illustrating the value of advice. Are advisors in danger of needing to fundamentally change fee structures in the near future? We're not convinced. Learn how making investment decisions through the lens of a risk-first approach has proven successful in the face of an ever-changing regulatory landscape, and see how a brand-new framework for measuring risk alongside potential return allows advisors to score ETFs and the portfolios they live in from an efficiency standpoint, so advisors can carefully construct portfolios that meet the distinct objectives and risk appetites of an increasingly diverse investor pool.
The pioneering women’s group for the ETF industry furthers the career goals of its more than 4,400 members globally through education, networking and philanthropy. Drawing on the insights of its membership across the asset management space, Women in ETFs' panel discussion will shine a light on what global investing’s next wave will look like, and how we should best prepare for the transformations ahead.
Join Borealis Global Advisory for an engaging presentation on how advisors, using a simple back-of-the-envelope computation, can set return expectations from individual countries for buy-and-hold clients and make investment decisions through an unconventional application of a market valuation measurement.
Eleven percent of investment leaders see the investment industry’s effect on society as very positive, but 51 percent think it could be very positive—contingent on stronger principles, according to a recent industry survey by the CFA Institute. In fact, corporations worldwide are being held at an ever-higher standard by their stakeholders to be environmental stewards, deliver social value, and demonstrate ethical and transparent governance. A new generation of investors, clients, and employees is demanding that corporations act with purpose. Setting the stage for a series of discussions around innovation and disruption within the asset management industry is Stephen Horan, PhD, CFA, CIPM, CAIA from CFA Institute. Drawing on his 25 years of experience as a practitioner and educator, Horan will explain why purposeful capitalism is good for society as well as good for business. Our choice between being profiteers or professionals will be the difference between self-determination or increased regulation.
Rising costs and fee pressure could trigger a wave of consolidation in the asset management industry. In this panel, sector leaders share their forecasts for the next decade in asset management.
- With investors flocking from active funds to cheap passive vehicles, are closures and consolidation on the horizon?
- What impact will fee pressure and rising costs have on revenues for actively managed funds over the next 5-10 years?
- With some of the largest asset managers issuing low-price passive funds, how much longer will the price war wage on, and what opportunities could that create for active managers?
- Where are asset managers seeing pockets of growth amid disruption?
This discussion digs into the trends that are driving investor demand for indexes & ETFs and offers an outlook for the global investment space.
- Where do you see the risks and opportunities in indexing & ETFs over the next 5-10 years?
- How are indices being used to measure related risk in companies?
- Market vs. reverse-cap weighting: Is cap weighting still optimal? How does the reverse-cap method work beyond a momentum cycle?
- Where do you see ESG evolving?
- What are the ramifications of the new communications services sector?
John Van Moyland
Market volatility is putting a damper on asset growth, moving more managers to focus on active strategies.
- How are they using active strategies to create successful portfolios? What types of allocation models are most effective?
- How resilient are risk-based strategies in a market downturn?
- How will equity market performance impact strategic beta ETFs?
- Will actively managed ETFs, despite their higher fees, encroach on passive ETFs’ market share if volatility continues?
- What should advisors consider when constructing tactical portfolios?
Leading ETF issuers and analysts discuss what exactly is required to bring a liquid, investable product to market in today's increasingly crowded ETF landscape, as well as chart the next wave of innovation in the sector.
- Do no-fee ETFs have the potential to unseat index fund giants?
- How are regulatory shifts impacting exchange rules and operating models for market-makers?
- The industry is moving toward packaged solutions for a wide range of investors. How do these products work when partnering with other firms, such as pension firms or consultants?
- How are new funds being marketed, and to which segments of investors? How are ETF investor sentiments changing?
- Which ETF strategies are experiencing the fastest growth? Is growth likely to keep up in a prolonged bull market? How are ETFs expected to perform in a downcycle?
Institutional asset owners and fund managers detail their approaches to global investment decisions.
- How do institutional investors use indexing and ETFs? What products are institutional investors gravitating toward? What benefits do small funds offer institutional investors? How are active managers building portfolios to suit the preferences of institutional investors?
- What is driving the increase in fund flows by institutional investors? Is this momentum likely to keep up?
- What are the top considerations of pension CIOs?
- What are endowment managers’ market expectations for the rest of the year and 2020? What types of alternative investments are helping diversify endowment portfolios? Which ETFs should smaller foundations consider?
- What allocation restrictions do portfolio managers face?
Paul RT Johnson
Socially responsible ETFs have been on a tear this year, spurred on by product launches by leading issuers and strong capital inflows from institutional investors. It is against this backdrop that Global Indexing & ETFs introduces its first-ever track devoted to ESG ETFs and indices, exploring what’s driving this trend and its implications on the global investment landscape.
Remy Briand leads MSCI's ESG and real estate product lines and is responsible for research into the firm's suite of products, among them ESG ratings, indexes and risk models. In this intimate address, Briand shares insights on how ESG implementation varies globally and its potential to transform the investment landscape.
- How does ESG adoption differ around the world?
- What’s driving investment decisions across global markets?
- How have we arrived at this point in the evolution of ESG? What’s next for ESG?
- ESG in a downturn: will the movement be resilient?
Panelists representing various segments of the global indexing & ETF ecosystem define ESG, discuss the return potential of ESG products and explain how to find the right index construction methodology to better understand exposure to active risk.
- How does ESG criteria impact investment performance?
- What are top considerations when incorporating ESG factors into client portfolios, especially related to cost control and time management?
- How should advisors educating clients about ESG products, and how can asset managers can help?
- Millennials are leading a shift toward more purpose-driven investing. What opportunities are they targeting, and what does that mean for advisors?
- What are best practices for aligning the goals of asset managers and their distribution partners, such as RIAs, broker-dealers, and home offices?
- What are success stories of ESG-aware advisors?
Panelists well-versed in incorporating sustainable investment strategies provide guidance on how to use ESG indexes and ETFs to improve long-term portfolio performance.
- Evolution of ESG ratings: how do methodologies differ?
- Balancing financial and sustainable goals: how do ESG indices compare to their parent indices?
- How do you overcome challenges with structure and standardization, constituent selection and weighting?
- What are the most effect ways to target the right investor segments to market impact investing?
A discussion of broad- and narrow-themed ETFs includes a forecast for this fast-growing product segment, debating whether thematic ETFs are a passing fad, or have the capacity to endure a downshift.
- Who is investing in thematic ETFs? Which segments of the investor market are targeting which themes?
- What does the consolidation of the cybersecurity industry mean for ETFs targeting the sector?
- What is the outlook for disruptive tech-focused ETFs, such as those focused on robotics & AI?
- What are the risks and rewards of cannabis legalization ETFs?
- Which trends are driving demand for clean energy, low carbon and natural gas ETFs?
- What are some examples of successful implementations of thematic ETFs?
The asset management industry is in the midst of disruption, giving rise to a host of new products and strategies. A fee war has led to a race to the bottom, pushing fund managers to develop innovative ways to reach clients as competition intensifies from lower-cost services.
This panel discussion details how investors view the relative safety of alternative investment products and whether their stability and growth are likely to continue in 2019, and beyond.
- How are advisors familiarizing themselves and their clients with blockchain ETFs? What risks do clients find the most concerning?
- What approaches are clients most interested in when it comes to investing in alternative ETFs?
- Directing investing vs. ETFs: what’s the best route for investing in blockchain companies?
- Which alternative sectors are delivering the strongest returns?
- When can we expect to see a bitcoin ETF launch? How do global investors view the sector’s long-term performance? How is the SEC likely to impact the growth of bitcoin ETFs?
Fixed-income indices and ETFs are getting more attention as passive investing grows more prevalent and market volatility intensifies.
- What’s driving more investors toward fixed-income ETFs, and how should advisors answer those needs?
- What are the methodologies used to create fixed-income indices and ETFs?
- How are some advisors using bond ETFs to build bond ladders?
- How is liquidity in the bond market being affected?
- How is the composition of these markets changing?
- What’s the outlook for actively managed fixed-income ETFs?
- With the Fed pausing rate hikes, what’s the outlook for credit investing?
Advisors are grappling with fee compression amid competition from less costly robo-advisors and active-passive hybrids.
- How are advisors expanding their services in an increasingly competitive environment?
- What additional services should they offer, and at what cost?
- What should advisors do to protect their practices from fee pressure?
- Which tech-enabled solutions are advisors using to engage new customers?
- Which alternative fee methods are advisors adopting, such as subscription-based, hourly, flat-fee and retainer models?
A new crop of investors is coming of age, and their preferences and values will have a major impacting on the global investment landscape.
- What do advisors need to do to better understand and attract a younger investor base?
- How can advisors take advantage of the largest wealth transfer in history cater to the 25- to 40-year old cohort?
- What channels are financial advisors using to market products to younger investors?
- Which investment strategies resonate most with the values of Millennials and Generation Z?
- Do inclusion and diversity ETFs offer an opportunity to engage younger investors? How are those funds performing?
Wealth management executives detail their approaches to guiding clients’ investment decisions, as well as the paths that companies should take to strike a gender balance among financial advisors.
- More financial advisors are embracing the fiduciary role. What opportunities does this create for women seeking leadership roles in the financial advice field?
- Amid a historically large global wealth transfer, how will the views of younger investors impact demand for women in wealth management roles?
- What challenges are you facing around recruiting and retaining a more diverse workforce in the wealth management industry?
A candid discussion explores opportunities withint the global ETF sector, as well as geopolitcal and economic headwinds.
- What is the contagion risk of the trade war with China to the entire emerging market economy? Will further tariffs and ongoing trade tensions between the U.S. and China create opportunities in other emerging markets?
- What will the inclusion of A-shares into indices mean for emerging markets? Will lower fees for Chinese ETFs drum up demand?
- Amid robust growth, is the ETF sector positioned to weather a downshift?
- Where are ETF investors taking risks to get higher yields on a global scale?
- What trends underlie the future growth of the ETF industry? Where are flows headed, and where might they pull back?
- What headwinds are on the horizon?
Managers explain how they are using machine learning in portfolio construction.
- What are some of the more unconventional data sources for identifying companies’ thematic exposure?
- What are the latest innovations in data aggregation?
- What are the challenges, lessons learned, and outlook for newly launched machine learning ETFs?
- What is the role of natural language processing in portfolio and index construction?
- What are the pros and cons of sector tilting vs. concentration investing in portfolio construction?
This discussion quantifies the added value of allocating commodities to a portfolio.
- How are commodity sectors such as metals, energy and grains expected to perform over the next several quarters?
- What can commodities markets tell us about the global economy?
- What strategies are advisors using for commodity exposure?
- What major shifts have occurred in the commodity markets in the past few years?
- Contango vs. backwardation of a commodity futures curve—how does this impact commodity ETFs?
- As many commodities are quoted in U.S. dollars, how are foreign exchange markets impacting commodities?
- How do trade wars impact the commodity markets in both the short and long term?
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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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