ETF Innovation: Flexible Alternatives in Fixed Income & Equity Product Designs
Date: Wednesday, October 24, 2012
Time: 12pm ET | 9am PT
Cost: Free
Sponsored by:
The second webinar in our series will focus on how breaking from legacy market cap-weighted products -- whether in fixed income or equity -- is driving product innovation. We will discuss:
- Rethinking Benchmarking for Fixed Income -- covering how the Barclay's Capital Aggregate Bond Index is being viewed in today's market and how investors need to dis-aggregate the index. We will also cover alternative fixed income approaches including fundamental and equal-weighted strategies, along with details on the use of a target duration approach.
- Alternative Weighting for Equity -- covering why people use market cap-weighted and alternative-weighted products, plus our views on the pros and cons of those approaches. We will address tilted indexing and why a tilted approach is a hybrid of alternative-weighted and legacy products. We will conclude on why we believe tilting towards smaller and value stocks may be a benefit to an equity allocation.
Register now!
Featured Speakers:
Mark D. Carlson, CFA
Senior ETF Investment Strategist – Fixed Income
Exchange Traded Funds Group - Northern Trust
Mark is a Senior Vice President and Senior Fixed Income Investment Strategist in the Exchange Traded Funds Group of Northern Trust Global Investments. He is responsible for developing and applying innovative investment strategies to support fixed income and related ETFs for NTGI's FlexShares products.
Prior to being named Senior Fixed Income Investment Strategist for ETFs, Mark served as Director of Fixed Income Research for seven years and was a senior analyst in taxable debt for eight years. Before joining Northern Trust, Mark worked for six years at MetLife Inc. in the Corporate Investment Department and six years at Citibank Illinois in various treasury and marketing positions.
He received a B.S. degree and an M.B.A. degree from DePaul University and is a CFA charterholder. He is a member of the CFA Society of Chicago and the CFA Institute.
Christopher G. Huemmer, CFA
Senior ETF Investment Strategist - Equity
Exchange Traded Funds Group - Northern Trust
Christopher G. Huemmer is a Vice President at The Northern Trust Company, Chicago. Christopher is currently responsible for equity strategy in NTGI’s Exchange Traded Funds Group and providing equity product development, investment strategy and related activities for NTGI’s FlexShares ETF products.
Prior to being named Senior Investment Strategist for Equity ETFs, Christopher worked at Zacks Investment Research for twelve years. Most recently he served as Director of Index Services at Zacks Investment Research for six years focused on quantitative index strategies to be replicated in ETFs as well as other structured products.
Huemmer received a B.S. degree from Cornell University and is a CFA charterholder. He is a member of the CFA Society of Chicago and the CFA Institute.
Register now!
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