The proliferation of ETFs has provided investors with the opportunity to explore opportunities beyond their borders. But with that comes unintended exposures that can greatly influence one's returns. In today's environment of QE infinity, understanding foreign currency and its impact on your investments is critical.
Listen as IndexUniverse and Deutsche Bank explained the effects of currency as well as the tools investors have to hedge and manage their currency exposures. This 60-minute webinar provided attendees with the insight and understanding needed to successfully hedge their currency exposure.
Topics covered include:
- The impact of currency
- Strategies for hedging currency exposures
- The drivers of currency returns
Watch the Expert Series: The Currency Effect
Download the Expert Series: The Currency Effect
Is there any opportunity for value in today's risk-on/risk-off, news-driven trading environment? Although market volatility has increased in recent years, there is still a place for a disciplined, value-oriented approach to building equity portfolios. A tactical approach that incorporates the principles of value investing for portfolio construction and allocation is a widely accepted but difficult-to-implement concept within the investor community. The goal of the Barclays ETN+ Shiller CAPE ETN is to distill these concepts into a single, accessible product that can be used in portfolio asset allocation.
Listen as IndexUniverse, Barclays PLC and Prof. Shiller walked through an in-depth look at this ETN, explored the CAPE ratio and more. This 60-minute webinar examined the construction of the CAPE ETN and how its tactical approach can be used in a strategic asset allocation.
Topics covered include:
- Long-term sector valuation: CAPE ratio
- Applying the momentum signal to avoid the "value trap"
- Best practices for both strategic and tactical use of CAPE
Watch the Expert Series: Don't Get Caught in the Value Trap
Download the Expert Series: Don't Get Caught in the Value Trap
With more than 1,400 products on the market today, choosing the right ETF can be challenging, time-consuming and can expose you to unknown risks. Today's sophisticated ETF investors needs a sophisticated tool to evaluate and select the best funds for their portfolios. IndexUniverse ETF Analytics is the first fully independent, institutional-quality ETF research tool designed exclusively by ETF experts. ETF Analytics classifies, analyzes and rates virtually the entire universe of funds in Equities, Fixed Income, Commodities, Currencies and Alternatives.
- Fully understand an ETF's true holding costs, tax treatment, closure risk, and much more
- Compare all funds in a segment on an apples-to-apples basis
- Get the precise market exposure you want and find hidden risks
- Gain access to our expert Analyst team for research requests, portfolio consultation and technical support
- Save time and increase your AUM
Join us on this webinar to learn more about IndexUniverse ETF Analytics.
Watch the IndexUniverse ETF Analytics Webinar & Demo
Download the IndexUniverse ETF Analytics Webinar & Demo
Vanguard’s recent decision to switch benchmarks on 16 U.S. equity funds has brought index selection to the forefront of investor thinking. Do different indexing approaches to as developed a market as U.S. equities really matter? IndexUniverse, Vanguard and CRSP discuss the transition of these funds and what it will mean for investors in this 60-minute webinar. Hear members of the CRSP indexing team as they walked investors through CRSP's approach to index construction and what investors can expect compared to competitive index strategies. Also, Vanguard's Joel Dickson discussed how they plan to transition the funds and ETFs based on them. In addition, topics to be covered include:
- Why the CRSP indexes were chosen as the new benchmark for these funds
- How the transition of the affected ETFs will take place
- Why a nuanced approach to size and style indexes could make a difference
Watch the Expert Series: Next Generation Equity Vanguard ETFs using CRSP
Download the Expert Series: Next Generation Equity Vanguard ETFs using CRSP
The market's extreme volatility over the past decade has thrown countless tried-and-true investment strategies into question. Traditional size and style strategies and the market's confidence in things like the Fama/French value tilt are being re-evaluated across the industry. As investors cope with 50 percent drawdowns in the broad market indexes, they are looking for new strategies and novel factors that can deliver the returns they need.
In this one-hour webinar, experts from IndexUniverse, Northern Trust and Russell Indexes shared how to evaluate new approaches to size and style investing, and examined what new products, strategies and theories are driving asset allocation decisions among the most sophisticated investors.
Watch the Size & Style 2.0: New Approaches to Traditional Investment Strategies
Download the Size & Style 2.0: New Approaches to Traditional Investment Strategies
Investors today face significant challenges: increasing geopolitical, regulatory and fiscal uncertainty; rising correlations; and ultra-low interest rates, to name just a few.
This in-depth, one-hour webinar featured experts from two of the most respected financial firms in the world—BlackRock and MSCI. They examined how investors can respond to today's challenges using institutional-grade strategies and products.
This webinar covered:
- Why index selection is crucial
- Hidden risks and costs of picking the wrong emerging markets index
- Selecting the right index for international exposure
Watch the Expert Series: Building a High Caliber ETF Portfolio
Download the Expert Series: Building a High Caliber ETF Portfolio
Vanguard's decision to switch benchmarks on several funds and flagship ETFs like the $67 billion Vanguard Emerging Markets ETF (NYSE Arca: VWO) has received much attention. Listen as Joel Dickson, Vanguard's senior ETF strategist; Jonathan Horton, president - FTSE North America; and Jamie Perrett, FTSE's director of Index Research share an in-depth presentation on the switch, what it means for investors and how the transition will be handled. Topics include:
- The case for FTSE indexes: Why index methodology matters
- Korea as an emerging market: Country classification and its impact on investors
- Transition management: How the change will impact Vanguard's funds
The panel, was moderated by IndexUniverse's Global Head of Editorial, Matt Hougan.
Watch the Expert Series: FTSE vs. MSCI
Download the Expert Series: FTSE vs. MSCI
With the ever-expanding options of ETFs available to investors, there isn't much one can't do with ETFs. But with so many new ETFs focused on niche markets and esoteric investment ideas, how do you know which funds are better mousetraps, and which ones are just plain traps? What advisors need is a due diligence process that looks at how funds are structured, how they trade, what their true costs are and what special risks they might be facing.
In this 60-minute webinar, IndexUniverse's Matt Hougan and Dave Nadig joined Vanguard's Joel Dickson for a deep dive into the next generation of ETFs, due diligence best practices and how to evaluate new products in your client portfolios. This webinar was designed to guide investors through the crowded ETF landscape to help them maximize the benefits of ETFs in any portfolio. Topics covered include:
- Looking beyond expense ratios to total cost of ownership
- Simple steps for best execution in ETFs
- Understanding the difference between tactical and strategic products
Watch the Expert Series: ETF Due Diligence
Download the Expert Series: ETF Due Diligence
ETFs were once considered to be nothing more than a low-cost beta exposure. With the incredible expansion of options, ETFs are now being used to produce alpha. What is the best way to approach alpha generation with ETFs? Many investors look to fundamentals or technical indicators to help guide them to specific sector slices, while others look to individual countries or to bigger, broad-exposure areas like emerging markets. With so many strategies available, how can investors be sure that: 1) they are selecting the right strategy; and 2) they have identified the correct opportunity?
Listen to IndexUniverse’s Paul Baiocchi and Tom Dorsey of Dorsey Wright & Associates as they discuss using ETFs tactically. This 60-minute webinar focused on the best practices for identifying opportunities and how to best access them. Topics covered include:
- How to identify opportunities based on the relative strength of individual sectors
- Deploying ETFs in lowly correlated trading strategies
- The use of sector rotation to provide alpha in a low-return environment
Learn techniques you can implement today to identify opportunities and improve results for client portfolios.
Watch the Expert Series: Alpha Generation With ETFs
Download the Expert Series: Alpha Generation With ETFs
When is doing the right thing not enough? Most investors focus on asset allocation as well as costs and risk when building their portfolios, but risk can come in many disguises.
Like inflation. It may be hazardous to your portfolio, but do you know how to overcome it? Ask a dozen investors, and most likely, you'll hear that TIPS and gold are the only ways to protect your purchasing power. Are these truly the best ways to protect your portfolio? What other options do investors have? And what are the risks associated with these investments?
Join IndexUniverse's Olivier Ludwig and FlexShares' Shundrawn Thomas and Mark Carlson for a 60-minute exploration in which they will tackle many of the misconceptions associated with inflation, and will help investors better understand how to fight inflation over the life of the portfolio. Topics to be covered include:
- Time horizons for hedging inflation
- The role different asset classes play in inflation protection
- Using natural resources to fight inflation
Watch the Expert Series: Winning the Inflation War
Download the Expert Series: Winning the Inflation War