MASTERCLASS: Outcome-Driven Solutions
The pressure to deliver investors more value-added services is growing—a challenge in today’s increasingly complex regulatory and capital markets environment. In this Masterclass, experts from Columbia Threadneedle Investments discuss how incorporating model solutions may assist advisors: Josh Kutin, CFA, Head of Asset Allocation, North America Anwiti Bahuguna, Ph.D., Head of Multi-Asset Strategy Ben Simonds, Vice President, Client Portfolio Manager, Global Asset Allocation and Alternative Investments Scott Brady, Vice President, Head of Product Development and Strategy
Know Your ETF: Identify Portfolio Goals
Ed Rosenberg, SVP and Head of ETFs at American Century Investments, weighs in on the importance of understanding portfolio construction and investing goals.
MASTERCLASS: ETFs - May 2019
We are in a new rate regime and advisors need to think differently about how to generate income. ETFs offer the benefits of investing in a basket of assets as investors seek yield and quality. At a time when advisors need to look beyond the benchmark, there is increased demand for balance between risk management and finding opportunities. Rene Casis, ETF Portfolio Manager - American Century Investments Ed Kerschner, Chief Portfolio Strategist - Columbia Threadneedle Investments Matthew Collins, CFA, Vice-President, Exchange Traded Funds - PGIM Investments Greg Collett, Director of Investment Products -World Gold Council FOR INSTITUTIONAL USE ONLY | NOT FOR PUBLIC USE
Finding Trusted Solutions for an Ever-Changing Business
One of the biggest needs for businesses is finding a technology partner that they can trust; that support the needs of their clients both now and in the future. Greg King, CFA, Senior Vice President of Wealth Management Strategy discusses how to find solutions to big challenges, digital transformation trends and the power of collaboration with leading companies all through digital technology.
Delving Into the Disconnect Between Women and Retirement
PIMCO’s Christine Long, Suzanne Shu of UCLA's Anderson School of Management, and George Fraser of Retirement Benefits Group, discuss why women tend to prioritize other financial goals ahead of retirement and how the industry can help.
How A CIO Analyzes Funds Through Factors
Joe Smith, Deputy CIO of CLS Investments, discusses how he uses factors to formulate a basis for investment portfolios, allocating using factors that meet his investment objectives. Mark Carver, Global Head of Factor Index Products at MSCI, explains how he sees MSCI FaCS’s platform helping advisors create a common language around factor investing in order to analyze factors and conduct diligence.
MASTERCLASS: Target Date Funds - December 2018
As the markets these days become more volatile, it seems an opportune time to revisit what Target Date Funds. Three experts in this topic join together to discuss how to maximize investment returns, how to use Target Date Funds, and what innovations are on the horizons. Chris Nikolich - Head of Glide Path Strategies (US)—Multi-Asset Solutions of AllianceBernstein David O'Meara - Senior Investment Consultant of Willis Towers Watson Ellen Lander - Principal & Founder of Renaissance Benefit Advisors Group, LLC
MASTERCLASS: Portfolio Construction Today
In this Masterclass, PIMCO’s experts discuss the changes advisors may need to make to traditional portfolio construction processes given today’s complex investing landscape and the expansion of services they are being asked to provide for their clients. Speakers: Mary Kralis Hoppe - Senior Vice President, Account Manager, Field Sales Steve Sapra, CFA - Executive Vice President, Co-Head of Client Solutions & Analytics, North America & Asia ex-Japan Mark G. Thomas - Executive Vice President, Account Manager, Strategic Accounts Justin Blesy, CFA - Senior Vice President and Asset Allocation Strategist
Why CFRA Goes Beyond ETF Label and Expense Ratios
Todd Rosenbluth, CFRA's Head of ETF and Mutual Fund Research, reviews why investors need to look beyond an ETF's expense ratio.
MASTERCLASS: Small Caps - October 2018
As small caps have been underperforming up until this year, investors are playing catch up, shifting to other opportunities and pivoting portfolio construction techniques in a relatively positive economy. Four experts, who have been putting portfolios together for decades, join together to discuss those opportunities, the affects on world trading and what's to come in 2019. Kevin Ross, CFA - Senior Vice President, Portfolio Manager at Advisory Research Investment Management Craig Hodges - Partner at Hodges Capital Management Catherine Nicholas- Managing Partner and Chief Investment Officer at Nicholas Investments Partners Jay Kaplan - Portfolio Manager at The Royce Funds
Portfolio Strategy Research: The Core Conundrum
In their white paper, Guggenheim outlines how shortening duration, maintaining an investment-grade portfolio and generating attractive yields do not have to be competing investment objectives for core fixed-income investors. Please click here to view the white paper.
A Tactical Approach to the Efficient Frontier
How are advisors blending strategic portfolios with index-based tools to protect in uncertain markets? Premise Capital’s Jake Hutchinson joins S&P DJI’s Brent Kopp to discuss a strategic approach to risk management. For more with Jake Hutchinson and S&P DJI watch: Incorporating Tactical Building Blocks Into a Core-Satellite Strategy