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Upcoming Complimentary Live Webinars
ETF.com invites you to a Complimentary Webinar
Thursday, August 7, 2014

Innovations in Indexing: Constructing Global Portfolios With Smart-Beta ETFs

Time: 11 a.m. San Francisco, 2 p.m. New York
Duration: 60 minutes

This webinar has been accepted by the CFP Board and CIMA for 1 CE credit. REGISTER

Webinar Summary:

When Towers Watson wrote in July 2013 that "somewhere between alpha and beta lies smart beta," the global consulting firm established a framework for evaluating such alternative approaches, breaking them out into four major categories: equally weighted; fundamentally weighted; volatility based; and factor-based indexes.

In this 60-minute webinar, Luciano Siracusano, WisdomTree's chief investment strategist and co-creator of WisdomTree's patented indexing methodology, discusses index-based approaches that investors can use in the core of their portfolios as alternatives to the traditional cap-weighted indexes. Topics covered include:

  • What is the rationale for fundamentally weighted indexing?
  • How do these strategies differ from traditional capitalization-weighted indexes?
  • How have these strategies performed in real time?


Moderator:
Olivier Ludwig Olivier Ludwig
Managing Editor
ETF.com
Olivier Ludwig is the managing editor of ETF.com. Previously, he was a financial advisor at Morgan Stanley Smith Barney and an editor at Bloomberg News. Before that, Ludwig was a journalist at the Reuters News Agency in New York, serving as a copy editor and reporter, covering stocks, energy and the U.S. Treasurys market. He is a graduate of the City University of New York, where he majored in economic history.
Panelist:
Colleen Jaconetti Luciano Siracusano
Chief Investment Strategist and Head of Sales
WisdomTree
Luciano Siracusano is WisdomTree's Chief Investment Strategist and Head of Sales. He is the co-creator of WisdomTree's patented Indexing methodology and has led the firm's sales force since 2008. Luciano is a regular guest on CNBC and FOX Business, and speaks frequently on ETFs, indexing and global financial markets. A former equity analyst at Value Line, Luciano began his career as a speechwriter for former New York Governor Mario Cuomo and HUD Secretary Henry Cisneros. He graduated from Columbia University with a B.A. in Political Science in 1987.

Sponsored by:
Wisdom Tree

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ETF.com invites you to a Complimentary Webinar
Thursday, August 21, 2014

ETF Evolution: Emergence of Nontraditional Indexing

Time: 11 a.m. San Francisco, 2 p.m. New York
Duration: 60 minutes

This webinar has been submitted to the CFP Board and CIMA for 1 CE credit. REGISTER

Webinar Summary:

Nontraditional index strategies are redefining the ETF space, making up an increasing percentage of assets with stronger growth than the broader space. The language defining the category, however, is undisciplined, with an array of labels that lack precision. Irrespective of labels, professional investors are increasingly assessing and adopting these strategies, with a focus on product design and implications for use.

This webinar will address the economic theories, investment practices and portfolio construction developments that are propelling this trend. We will also examine the real-world investor needs that are driving innovation as well as potential applications of these strategies.


Moderator:
Olivier Ludwig Olivier Ludwig
Managing Editor
ETF.com
Olivier Ludwig is the managing editor of ETF.com. Previously, he was a financial advisor at Morgan Stanley Smith Barney and an editor at Bloomberg News. Before that, Ludwig was a journalist at the Reuters News Agency in New York, serving as a copy editor and reporter, covering stocks, energy and the U.S. Treasurys market. He is a graduate of the City University of New York, where he majored in economic history.
Panelists:
Thomas Shundrawn Shundrawn A. Thomas
Executive Vice President, Head of Funds and Managed Accounts Group
Northern Trust Asset Management
Shundrawn A. Thomas serves as executive vice president, head of Funds and Managed Accounts group for Northern Trust Asset Management. He oversees the development, management and distribution of Northern Funds, Northern Institutional Funds and FlexShares Exchange Traded Funds as well as related business activities. Thomas received his B.S. in accounting from Florida A&M University and his MBA from the University of Chicago Booth School of Business. He holds FINRA series 7, 63 and 24 securities licenses.

Sponsored by:
FlexShares

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