Register now for the ETFGI Global ETFs Insights Summit on ESG and Active ETFs Trends, March 24th & 25th
ESG ETFs Trends
The covid pandemic, social movements and regulatory changes elevated the awareness of ESG. ESG investing is a way for investors to mitigate risks and generate returns. The positive performance of ESG strategies during 2020 volatility gave investors a renewed interest and conviction. There is a lot to navigate – taxonomy, finding comparable data, understanding benchmarks, changing regulations, reporting standards, public policy, and investor interests. ESG investing is here to stay and investors need to understand how to apply ESG to their equity, fixed income and other investment mandates and how to implement exposure to ESG and transition from current allocations.
This event will provide an overview of the regulatory environment, public policy, investor initiatives and fiduciary obligations to help institutional investors and financial advisors understand how ESG strategies are being implemented across portfolios.
- Overview of ESG trends in the ETF industry
- ESG practical implications for asset managers, investors and index providers
- Understanding EU Benchmark and Sustainable Finance Disclosure Regulations
- ESG trends for equity, fixed income and multi asset portfolios
- Investment performance of ESG integrated products
- A case study on managing an ESG fund
- The outlook for the future of ESG investing
- Trading and transitioning into ESG ETFs
- How investors – institutional, financial advisors and retail investors are integrating ESG into their equity, fixed income and multi asset portfolios.
Active ETFs Trends
Examining Active ETF landscape – Transparent Active ETFs have been available in the US since 2008, in April 2019 the SEC granted preliminary approval to the first non-transparent active ETF structure. The Central Bank of Ireland (CBI), which oversees Europe’s largest ETF market – over half the region’s ETFs are domiciled in Ireland – has up to now taken a pro-transparency stance. In Canada Active ETFs account for about 23% of overall assets due to ETFs being regulated like mutual funds. Mega-trends and thematic ETFs have proved to be a popular trend over the past few years. Meet and learn from ETF experts, lawyers, institutional investors as they talk about the new face of alpha.
- How regulatory changes are impacting the Active ETF landscape
- Product design: Transparent, Semi-transparent and Non-transparent
- Assessing opportunities and white-label platforms
- Converting mutual funds into ETFs
- The potential for active management
- A case study of an Active ETF which uses AI and deep learning
- Trading and liquidity: The role of authorised participants and market makers
- Industry Outlook and Projections
- Georgia Bullitt, Partner, Willkie Farr & Gallagher LLP
- Bill Davis, Founder & Managing Director, Stance Capital
- Linda French, Assistant Chief Counsel, ICI
- Deborah Fuhr, Managing Partner, Founder, ETFGI
- John Jacobs, Executive Director, Center for Financial Markets and Policy, McDonough School of Business, Georgetown University
- Howie Li, Head of ETFs, Legal & General Investment Management
- Alex Matturri, Member Board of Directors CBOE Global Markets, Retired CEO S&P Dow Jones Indices
- Ciara O’Leary, Partner, Dechert LLP
- Geeseok Oh, CAIA, Managing Director, Qraft Technologies Asia Pacific Limited
- Mark Raes CFA, MBA. Head of Product ETFs and Mutual Funds, BMO Financial Group
- Rick Redding, CEO, Index Industry Association
- Zohaib Saeed, Passive Product Specialist, DWS Group
- Kai Steverding, Institutional Trader Nordics/CEE, FlowTraders
- Olga De Tapia, Global Head of ETFs Sales, HSBC Global Asset Management
- Diana van Maasdijk, Co-Founder & Executive Director, Equileap
The ETFGI Global ETFs Insights Summits are designed to facilitate substantive and in-depth discussions around the impact that market structure and regulations have on ETF product development, due diligence, suitability, the use and trading, and technological developments have on ETFs and mutual funds in the respective jurisdictions.
Free registration and CE credits are offered to buyside investors and financial advisors. There are speaker and sponsorship opportunities available. If you cannot attend on the day, register and you will receive the links to the session recordings.
Registrations are open for all of the 2021 ETFGI Global ETFs Insight Summits. The virtual events schedule is:
2nd Annual Latin America, April 14th & 15th Register Here
2nd Annual USA, May 19th & 20th Register Here
2nd Annual Europe & MEA, September 15th & 16th Register Here
2nd Annual Asia Pacific, November 2nd & 3rd Register Here
3rd Annual Canada, December 1st & 2nd Register Here