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- Using hedge and unhedged ETFs to enhance risk management
- Are sector and country ETFs too narrowly focused for the retail investor?
- Best practices for determining suitability
- Keeping an eye on cost efficiency and risk exposure
- Utilizing fund administrators as a resource for educating investors
- Have ETFs replaced mutual funds as the go-to investment for financial advisors?
- When is smart beta the repackaging of old ideas?
- Determining the factors that offer diversification benefits beyond asset-class diversification
- Examining and comparing the long term costs of smart beta solutions with active investment solutions
- Looking beyond the label of "smart beta" to better classify the investment profile
- What are the potential take-aways from the Paris Climate conference? How are institutional investors positioning themselves?
- To what extent should a fossil-fuel divestment movement be on the minds of investment professionals?
- Can the ESG market grow to a size that leads to the development of passive products (i.e. Green Bonds etc)?
- How does a consideration of environmental, social and governance factors weigh on investment decisions?
- How to rebalance a portfolio with ESG considerations and still competitively capture yield
- How do fiduciaries deal with an obligation to reduce the climate risk in their portfolios?
Our expert panel of women leaders are the founders and senior leadership of Women in ETFs, a non-profit for women and men in the ETF ecosystem. They will talk about the direction of the ETF industry and share their outlook for the ETF market in the coming year. This lively panel is sure to be a provocative start to the conference.
IMN is Proud to Host a Reception for Women in ETFs. All conference attendees, including women and men, are welcome to attend!
- Economic outlook from the chief executive's perspective
- How are investor demands shaping the market and changing the industry?
- Crystal ball: where is the market going? Where is innovation needed?
- Anticipating growing pains with regulators
- Are there factors that consistently add value relative to market-cap weighted strategies?
- Is a factor-based fund a strategic or tactical tool? What role does it play in portfolios?
- How are the newest smart beta strategies fitting in retail investor portfolios?
- Benchmarking techniques for multifactor indexes
- What are the implications for passive and active managers and financial professionals, running globally diversified portfolios?
- Providing a macro framework for investing
- What factors weigh on pension fund asset allocation decisions?
- Discuss the pros and cons of developing in-house asset management capabilities
- Identifying and defining risk tolerance in different market conditions
- Where are you looking for alpha?
- How pensions' investment performance fit into the public retirement security discussion
Lifetime Achievement Award Winner
Robert E. Whaley
Valere Blair Potter Professor of Management
In addition, the industry’s contributions during the past year will be recognized in the following categories:
- Best ETF and Indexing Research Paper - Journal of Index Investing
- Best ETF and Indexing Research Paper - All Institutional Investor Journals
- Indexing Product of the Year
- Indexing Innovation of the Year
- ETF Product of the Year
- ETF Innovation of the Year
Track B - A VIEW FROM AROUND THE WORLD: ANALYSES THROUGH A GLOBAL LENS
Track C - DISRUPTIVE FORCES, ALTERNATIVE PRODUCTS & OTHER INVESTMENT DYNAMICS
- NextShares: performance advantages and tax efficiencies for ETFs to active funds strategies in a structure that is fully compatible with active management
- How to buy, sell and own NextShares?
- Who should invest in NextShares; risks and rewards
- Fund Sponsor plans for NextShares Introduction advisor research
- Finding and understanding ways to allow exposure to the returns of foreign assets in an index without exposing the index to the volatility of exchange rates
- How are benchmark indices impacting capital flows, asset allocation and asset prices?
- Determining the dollar exposure of benchmarks through an examination of its composition
- Benchmark winners and losers of a strong dollar regime
- Are Robo-Advisors the future of personal investing?
- Explore the nuances of automated systems executing modern portfolio theory
- Review the investment limitations of Robo-Advisors (i.e. individual stocks, rebalancing)
- What are the regulatory hurdles for Robo-Advising?
- Discuss the cost/fee structure pressures of the new business model
- Analyze the performance of Robo-Advisors against traditional financial advisors
- What are the important differences between hedge fund replication and hedge fund strategy? (i.e. liquidity, transparency)
- Review the applications of mechanical, distributional and factor-based hedge fund replication strategies
- What makes for a successful factor-based replication strategy?
- How funds-of-hedge-funds fair vis-a-vis hedge fund replication strategies
- Measuring the relative fee reduction vs performance metrics of hedge fund replication strategies
Michal Foriest Settles
- Review the accelerating inflows to ETFs: Where are the funds coming from (mutual funds, hedge funds?)? Where are they going (active ETFs, currency hedged)?
- The rise of multi-factor ETFs in European markets
- How will European benchmark reforms affect the growth and maturity of ETFs?
- Is it a good time to be overweight European ETFs with a currency hedge?
- Hedging European geopolitics through non-tradition ETFs
- Utilizing customized asset allocation tools to enhance the advisory business
- How advisors are selecting an ETF and weighing the merits of the underlying benchmark and potential costs
- Constructing a portfolio to capture market exposure as efficiently as possible
- Maximizing the benefits of managed ETF solutions with traditional asset allocations
- Executing all-ETF strategy more efficiently and at lower costs in SMAs
- Review how ETFs facilitate institutional investors participation in the short term market
- Examining the cost effective nature of ETF solutions for risk management
- Wider adoption of managed ETFs among global institutional investors
- Will active ETFs become attractive enough to rival pure active management strategies in institutional investors portfolios?
- Who are institutional investors strategic partners in the space?
Juan Pablo Carriedo
- Evaluate the regional and global effects of the China slow down
- Assessing the liquidity of leading Asian related ETFs and their correlation with NAV of underlying assets
- Discuss the liquidity of the corporate bond market in Asia
- Regional exposure to a tightening dollar regime
- Weigh the effect China is having on commodity prices
- How much are market moves related to market fundamentals and Chinese government reactionary policies?
- What type of exposure do China A-shares afford investors in the current market? Is there a bubble?
- Should spikes in options volatility be sold in anticipation of sharp moves lower?
- Review the evolution of the VIX from lagging to leading indicator
- Explore the wide variety of VIX derivative products that allow investors to manage risk
- Sorting through sentiments with VIX instruments (China, commodities and bond market)
- Using market direction analysis in conjunction with market sentiment
- Who are the early adopters? How are actively managed ETFs being used?
- Weighing the daily disclosure and front running concerns for equity managers
- SEC considerations of less transparent active ETFs and recent case developments
- Do actively managed mutual funds cleanly translate into active ETFs?
- Do active ETFs offer more value in fixed income than in equities?
- Capturing the appealing factors of exposure to Latin America (demographics, China, commodities, growing consumer spending etc.)
- Investigate the notable aspects of the India growth story (i.e. strong securities market, rate cuts, inflation concerns?)
- Risks and rewards of Saudi Arabia stock market opening up to global investors
- Weighing the risky proposition of African ETFs vs. direct exposure through private equity or mutual funds
- How opportunities in pre-emerging and frontier markets fair against emerging market opportunities (US interest rate sensitivity, liquidity, transparency)
- Will complex ETF strategies replace structured products?
- Usage of VIX ETFs, inverse ETFs, hedged ETFs to provide some downside protection within portfolios
- Tactically taking advantage of ETFs' liquidity in volatile markets
- Using ETFs to adjust asset allocations based on market risk
- Exploring the real liquidity of bond ETFs in a volatile market
- Reading the tea- eaves of fixed income fund flows
- Consider various fixed income exit strategies in a rising rates environment
- The growing use of bond ETFs to invest in fixed income in tandem with traditional investments
- Adopting alternative fixed-income exchange traded fund strategies to hedge rate risks and generate yields
- Buffering portfolios with interest rate hedged ETFs to mitigate the negative effects of a rising rate environment
- Do bond ETFs pose a market liquidity problem or solution?
- Bond ETFs: new tools for price discovery and intraday liquidity at the fund level
James 'JR' Rieger
- Discuss the fundamentals of managing exposure with a mix of hedge and un-hedged products
- Cyclical and volume momentum considerations when managing foreign currency risk
- Hedging the macro-affects of a China slowdown
- Shifting from interest rate risk to credit risk by moving from treasuries to corporate bonds
- Considerations of asset-currency volatility correlation when hedging
- Will rising interest rates test liquidity in global bond markets?
- Weighing credit rate risk against interest rate risks in corporate bonds and treasuries
- Examine price dynamics that stress funding markets and balance sheet and collateral channels
- Review the various liquidity constraints in the fixed income space
- Are new regulations and capital charges inducing lower levels of securities inventories?
- Revealing new investment niches covered by indexes
- Discussing how the market has changed and how indexes are adapting
- Reviewing how non-market weighted indexes augment or impact the utility of traditional indexes
- What are the grounding principals driving factor premiums?
- What is the next frontier on additional beta products?
- Examining the major issues in creating indexes for the fixed income market
Raman Aylur Subramanian
The rise of data and technology is transforming the investment industry, just as it is transforming our everyday lives. The future of smart beta will be determined by how we blend art and science to deliver targeted investment outcomes: while the framework of factor-based investing provides the science that is the foundation of smart beta strategies, there remains a large amount of "art" in the many design choices made in portfolio construction and implementation. The presentation will include a discussion of:
- A factor-based framework for describing risk and return across asset classes
- The importance of portfolio construction and implementation to the success of smart beta strategies
- How investors can apply this way of thinking to strategy formulation, manager evaluation and asset allocation
Raman Aylur Subramanian
- The changing role of investment advisors
- An increase in the number of asset classes that can be utilized within a managed portfolio
- The rise in available tools that can be accessed by the RIA and institutional investment community
- The expediency of client reporting and ease of implementation
- Indexing methodologies and differing weighting schemes including equal, market capitalization, and fundamental weighting
- Analyze the factors with the greatest impact on performance
- Should there be a more methodical way of differentiating index products?
- Where is indexing heading and how to incorporate these coming changes?
- Examine new trading innovations and market developments
- Trade strategies in a low latency and fragmented market for portfolio/ETF traders
- How technology, competition and regulation are key drivers of todays fast-paced and fragmented equity marketplace
- What are the issues and opportunities facing portfolio and single stock traders trying to achieve best execution today?
- Impact of heightened competition amongst the exchanges
- Trading blocks of stock and tough to trade names
- Discuss HFTs, dark pools and complex order types
- Transactions costs
- Adhering to a clear risk management strategy
- How to incorporate alternative sources of income
- Selecting benchmarks by looking under the hood
- Providing a macro framework for investing
- Monitoring fee structure and cost implications of portfolio construction
- Best compliance and reporting practices
Smart Beta and Factor Indices and ETFs are now widely recognized as important building blocks in portfolio construction. However, what is less widely known is that you can just as easily use them as diagnostic building blocks to reveal valuable information about your existing portfolios. We'll discuss how to analyze any set of portfolio returns with the help of software tools and techniques that every modern investor should know and use.
- Equity and indexed based versus physical investments
- Winners and losers in recent market sell-off
- U.S dollar movements and China concerns moving the market
- How long will commodities slow down continue?
- The divergence between global commodity prices and equities
- Advisors weigh in on how to include ETFs into 401 k plans
- How do ETFs fit into retirement plan strategies?
- Which retail investors are early adopters of ETFs? How do they use ETFs?
- Commission-free ETF trading to keep costs low
- Keeping things simple when the underlying security is complex
- With higher interest rates making stocks less appealing, where will capital go?
- Assess the vulnerability of short-duration bonds. Is there a better hedge to rising rates?
- How will financial ETFs perform in rising interest rate environment?
- Executing a portfolio re-adjustment with ETFs
- Now that cyber-security sector exposure is a must-have in portfolios, what should you strategically consider when increasing your exposure to the space?
- What are the differences between new and traditional providers of cyber-security?
- Can cyber-security risk be effectively hedged? Review multiple ways to hedge cyber-security risk
- Are parameter defenses obsolete - and what new solutions are emerging?
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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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