Investment professionals are invited to attend the Megatrends in Passive Investments seminars in the Middle East
(MENAFN Press) Investment professionals are invited to attend the Megatrends in Passive Investments seminars in the Middle East. The seminars which are only for investment professionals will take place in the Middle East from 8:30am “ 12:00pm: in Riyadh (a mixed event) on August 31st, Bahrain on Sept 1st, Kuwait Sept 2nd, Abu Dhabi Sept 3rd, Dubai Sept 4th, and Doha on Sept 7th.
Deutsche Asset & Wealth Management has teamed up with Bloomberg, ETFGI, Morningstar and MSCI to present a series of seminars on Megatrends in Passive Investments. In this series of seminars, representatives from the above mentioned firms will outline what you need to know about current trends in the use of ETFs, 'smart beta', liquidity and implementation of segregated accounts. CFA educational credits will be award to those that attend the event. The events are free for investment professionals to attend but you must register as places are limited. Click here to register: http://www.etf.db.com/GBR/ENG/showpage.aspx?pageid=671
The seminars are being supported by:
Arab International Women's Forum www.aiwfonline.com
CAIA - Chartered Alternative Investment Analyst Association www.caia.org
CFA societies in the region
ICMA - International Capital Markets Association www.icmagroup.org
Union of Investment Companies (UIC) www.unioninvest.org
Some background on the institutional users of ETFs and the ETF industry:
Over 3,500 institutional investors in 52 countries reported using at least one ETF or ETP in 2013 according preliminary analysis for ETFGI's soon to be published Institutional Users of ETFs and ETPs in 2013 report. Many institutional investors use ETFs for short-term applications such as equitizing cash, transition management or as a liquidity sleeve in a fund, they are also used for tactical purposes to adjust to changing political, economic (think reading the QE tapering tea leaves) and even weather concerns and increasingly as strategic tools where they are held as a core holding, provide access to emerging or frontier markets and used to build multi-asset class products.
The majority of investors reported using ETFs for equity exposure while just over half use them for exposure to fixed income and commodities. Over half of the investors reported an increase in their holdings in the past year while just under a third reported a decline in their holdings with the remainder staying at the same level. The array of ETFs being used has grown from more than half of the institutions reporting using less 5 ETFs five years ago to just over a third of the institutions reporting holding 20 or more ETFs in 2013. The global ETF/ETP industry now has 5,410 ETFs/ETPs, with 10,477 listings, from 222 providers listed on 60 exchanges, according to ETFGI's end July 2014 Global ETF and ETP industry insights report.
Index exposure and ETFs (20 min)
Deborah Fuhr, Managing Partner, ETFGI
Implementation of Index exposure (how Investors pension funds, insurances, IFAs, Hedge Funds in Europe / USA are using ETFs and with which goal)
Futures vs ETFs vs Swap
History and outlook of ETFs
Differences US and European ETFs
ETF Liquidity, OTC / on-exchange Trading, Lending and Settlement (20 min)
Keshava Shastry, CFA, Head of Capital Markets, DeAWM
Andrew Tadros, Equity Specialist, Bloomberg
Best way to trade ETFs
How liquid are ETFs (true liquidity not only on exchange)
Pitfalls when trading ETFs
Evolution of Indexes, Including Strategic Beta (20 min)
Robert Ansari, Executive Director and Head of Middle East MSCI
From Cap Weighted indices to Smart Beta
Currency hedged ETFs
Researching and analysing ETFs, including Morningstar's Taxonomy on "Strategic Beta ETFs" (20 min)
Ben Johnson, Global Head of Passive Fund at Morningstar
US or European domiciled ETFs?
Cost of ownership
Tax considerations when chosing an ETF
Morningstar style box
Practical Applications of ETF for Asset Managers, including SWFs (20 min)
Neil Peplinski, CFA, Chairman and CIO, Good Harbor Asset Management
How we select ETFs
Do's and Don'ts while using ETFs
Implementation “ Deutsche Asset & Wealth Management (20 min)
Eric Wiegand, Head of ETP Strategy, Global Client Group “ Passive, DeAWM
Peter Diel, Business Development Passive Institutional Mandates, DeAWM
Advantages/Disadvantages different implementation methods
Investment process for Passive mandates
Pricing of different index implementation methods
Fahad Albader, Co-Head of Asset Management, Middle East & North Africa, Global Client Group, DeAWM
Adel Dagher, Co-Head of Asset Management, Middle East & North Africa, Global Client Group, DeAWM 11:15AM Q&
ETFs are typically open-ended, index-based funds, with active ETFs accounting for less than 1% market share. They can be bought and sold like ordinary shares on a stock exchange and offer broad exposure across developed, emerging and frontier markets, equities, fixed income and commodities. ETFs are used widely by institutional investors and increasingly by financial advisors and retail investors to: equitize cashimplement diversified exposure to a marketcomprise a core or satellite investmentbe a long term strategic investmentimplement tactical adjustments to portfoliosuse as building blocks to create entire portfoliosallow investors to hedge the marketuse as an alternative to futures and other derivative productsExchange Traded Products (ETPs) are products that have similarities to ETFs in the way they trade and settle but do not use an open-end fund structure. The use of other structures including unsecured debt, grantor trusts, partnerships, and commodity pools by ETPs can, in addition to a significantly different risk profile, create different tax and regulatory implications for investors when compared to ETFs, which are funds.About ETFGIEstablished by industry expert Deborah Fuhr and partners, ETFGI is a wholly independent research and consultancy firm providing research and services to firm such as the leading global institutional and professional investors, the global exchange traded fund and exchange traded product industry, its Regulators and its advisers. The partners leverage over 30 years of extensive industry experience, unparalleled industry contacts and rigorous analysis to deliver proprietary research on the global ETF and ETP industry. ETFGI has recently published a report called "Institutional Users of ETFs and ETPs 2012" which examines and profiles the number and types of ETFs and ETPs being used by institutional investors globally from 2005 through 2012.An ETFGI annual paid subscription service provides:1.The monthly ETFGI ETF and ETP Industry Insight reports, providing over 300 pages of detailed analysis of the global ETF and ETP industry, analysing net new asset flows into asset classes, products and managers, index provider rankings, broker rankings and new product launches, as well as numerous other metrics;2.A directory of all ETFs and ETPs; and3.Access to web tools on the www.etfgi.com website, for a better understanding of industry, product, regulatory and company specific data points. Our website is particularly useful for institutional and professional investors interested in using and comparing all products in the global ETF/ETP industry.
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