We are currently confirming the agenda and speakers, which will be updated on this page periodically over the coming weeks. We are however pleased to announce the following programme to date:
Registration from 09.00am
Welcome: Chair’s opening remarks
Principal Sponsor's Welcome
Keynote Address: State of the Global ETF Industry
A look at how the industry has developed since the launch of the first ETF, what has driven its growth, and how various types of investors around the world are using ETFs. Jim will address the challenges facing the ETF industry today, the potential for future growth and how the industry may evolve going forward.
The institutional landscape – passive vs active management
Is there a deep interest within the institutional investor community to move from active management to passive management? What are the trends, advantages, risks and considerations of index funds and ETFs? What are the implications of bundling passive and active together into your portfolio?
Demystifying the exchange traded product landscape - how to evaluate and differentiate between ETFs, ETNs and ETCs
As the exchange traded product landscape develops and regulators call for ‘safe and sustainable’ development of the ETF market, ETF providers are required to ensure their product structures measure up. It is essential that product providers clearly explain the difference between product structures and the benefits and risks associated with their offerings so that investors can make an informed decision about their investments.
Should ETFs be considered for TAA?
To what extent are ETFs considered by institutional investors and personal pension plans to fine-tune their strategies? Should ETFs play an increasingly active role in alpha-beta separation and tactical asset allocation? How can ETFs rebalance asset class exposure to control risk?
Implementation of a systematic TAA portfolio using ETFs
Comparing the results of a sector TAA and a country TAA portfolio using a momentum based approach
Tactical Asset Allocation with Commodities and Currency Exchange Traded Products (ETPs)
ETFs allow investors to gain exposure to a wide variety of asset classes – including sectors and countries. How can different products, such as single country EM ETFs, play a role in institutional portfolios? How Commodity ETFs are widely used for protection against underlying inflation in raw material prices. Do commodity ETFs match the underlying commodities or are they linked to swaps and futures – what are the implications?
Evaluating ETFs - not all ETFs are the same
Traditional ETFs are usually backed by their ownership of underlying assets but the match may not exist where vehicles use derivatives and the underlying investments cannot be easily acquired. How big can the track errors be? How should you carry out due diligence on an ETF? How do you determine which ETF/s are the right option for you? What are the risks of using ETFs for TAA?
Portfolio Management - ETFs for core or satellite exposure?
How can ETFs be used to take advantage of market changes and economic cycles? How can ETFs be utilized to create a multi asset investment solution? What ETF strategies should be considered for investment planning? Can you get market return in a core-satellite strategy by bundling passive and active?
Pitfalls of Indexed Investing - Understanding what you own
Perspectives from investing in ETFs within multi-asset portfolios, from aspects of behavioural finance to the implications of ETF structure. Things to beware of when thinking about index size, index construction methodology, style driven ETFs, derivative based ETFs, taxation, and counterparty risk.
Liquidity and transition management
Is the liquidity in ETFs sufficient to suit the purposes of institutional investors? How easy is it to convert cash into an ETF holdings and convert it back? Are ETFs an option during transition management?
Close: Chair’s closing remarks
End of conference scheduled for 15.35pm
* The above agenda may be subject to change