CFA Institute Live Webinars Presentation Recorded 28 Mar 2019
Practitioners’ Insights: ETF, Smart Beta & the evolving Investment Landscape
Exchange Traded Funds have come long way. They are disrupting active fund management by democratizing investing. ETFs provide affordable access to asset classes, countries and strategies that were available to large institutions. Index and ETF innovation is giving access to new sources of returns through risk factors across all asset classes and the uptick in fund flows indicates investors are embracing systematic approaches to multi-factor and multi-asset investing through ETFs.
There are a number of forecasts in the market on how big the global ETF market may ultimately become. What is undeniable is the accelerating growth the market is exhibiting – it took 19 years for the 1st trillion dollars to be invested, 3.5 years for the 2nd trillion, 2.5 years for the 3rd trillion, 1.5 years for the 4th trillion and 1 year for the 5th trillion. So, how long for the 6th trillion??
This webinar will address the following learning outcomes:
1. Overview on ETFs & Smart Beta ETFs
2. Global & India Market Outlook
3. Recent Strategies in the Investment Landscape
4. Regulatory framework around ETFs
This is the archived version of a live webinar that took place on 28 March 2019
About the Speaker(s)
John Davies is Managing Director and Global Head of Exchange Traded Products at S&P Dow Jones Indices (S&P DJI). John leads the global effort for ETF licensing and plays a key role in developing the breadth and depth of S&P DJI’s indices so that they may serve as benchmarks for the ETF market. He also manages the relationships between S&P Dow Jones Indices and its ETF partners globally. Building on S&P Dow Jones Indices’ traditional index activities, John works closely with the institutional markets to identify and consolidate new business and product opportunities for benchmarking and linking of S&P DJI’s indices to investment vehicles and derivative products.
Prior to his current position, John’s responsibility at S&P DJI was as senior director, client coverage for the EMEA region, where he played a key role in marketing and promoting the adoption of S&P indices to professional money managers, institutional investors, their investment consultants, and existing investment clients.
Over the course of his career, John has also held senior roles at institutions such as Citibank Global Asset Management and AXA Framlington.
Shreenivas Kunte, CFA, CIPM, is a director of continuing education and advocacy at CFA Institute. In this role, Mr. Kunte contributes to thought leadership in the investment profession. He writes on investing topics in leading publications and represents CFA Institute at conferences and forums. Mr. Kunte serves as an external research scholar at the Indian Institute of Technology Bombay. Previously, he worked as the country trading strategist for Citi in Tokyo, Japan. He holds a degree in computer engineering from the University of Mumbai.