Quotes: MENA   Enter Symbol: NewsLetter: Search: advanced

Investment professionals are invited to attend the Megatrends in Passive Investments seminars in the Middle East  Join our daily free Newsletter

MENAFN Press - 20/08/2014
No. of Ratings : 0
Add to Mixx!

(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 n 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.

Sample agenda:
8:30AM registration
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
Factor Indices
Risk Premia

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

Closing remarks

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&

About ETFs
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.



  MENA News Headlines
 Oct 24 2016 - King holds first follow-up meeting with judicial reform panelJordan Times
(MENAFN - Jordan Times) AMMAN — His Majesty King Abdullah on Sunday reiterated that judicial reform is a priority in the coming stage. He made his remarks at a meeting with the head and members of ...

 Oct 24 2016 - Kuwait participated effectively in UNTOC Conf. in Vienna - OfficialKuwait News Agency (KUNA)
(MENAFN - Kuwait News Agency (KUNA)) VIENNA, Oct 24 (KUNA) -- Kuwait took part effectively in the concluding sessions, and formulating the final recommendations of the Conference of Parties to the UN ...

 Oct 24 2016 - Kuwait- OPEC oil price drops to USD 48.08 pbKuwait News Agency (KUNA)
(MENAFN - Kuwait News Agency (KUNA)) VIENNA, Oct 24 (KUNA) -- Price of OPEC's basket of crudes dropped on Friday by 43 cents settling at USD 48.08 per barrel, compared to USD 49.51 pb on Thursday, ...

 Oct 24 2016 - Kuwait- His Highness the Amir receives acting audit bureau chiefKuwait News Agency (KUNA)
(MENAFN - Kuwait News Agency (KUNA)) KUWAIT, Oct 24 (KUNA) -- His Highness the Amir Sheikh Sabah Al-Ahmad Al-Jaber Al-Sabah received at Bayan Palace on Monday Acting President of the State Audit ...

 Oct 24 2016 - Kuwait- His Highness Crown Prince receives acting audit bureau chiefKuwait News Agency (KUNA)
(MENAFN - Kuwait News Agency (KUNA)) KUWAIT, Oct 24 (KUNA) -- His Highness the Crown Prince Sheikh Nawaf Al-Ahmad Al-Jaber Al-Sabah received at Bayan Palace on Monday Acting President of the State ...

 Oct 24 2016 - Kuwait- His Highness PM receives acting audit bureau chiefKuwait News Agency (KUNA)
(MENAFN - Kuwait News Agency (KUNA)) KUWAIT, Oct 24 (KUNA) -- His Highness the Prime Minister Sheikh Jaber Al-Mubarak Al-Hamad Al-Sabah received at Bayan Palace on Monday Acting President of the ...

 Oct 24 2016 - Kuwait- Coalition launches 4 strikes against IS in Syria, 10 in IraqKuwait News Agency (KUNA)
(MENAFN - Kuwait News Agency (KUNA)) WASHINGTON, Oct 24 (KUNA) -- Coalition military forces conducted 14 strikes against the so-called Islamic State (IS), four in Syria and 10 in Iraq, the Combined ...

 Oct 24 2016 - Kuwait, Eq. Guinea ink MoU for consultationsKuwait News Agency (KUNA)
(MENAFN - Kuwait News Agency (KUNA)) The State of Kuwait and the Republic of Equatorial Guinea on Monday signed a memorandum of understanding regulating bilateral consultations between the two ...

 Oct 24 2016 - Kuwait- Some 41 more hopefuls stand for Parl't electionsKuwait News Agency (KUNA)
(MENAFN - Kuwait News Agency (KUNA)) KUWAIT, Oct 24 (KUNA) -- Candidates contesting upcoming parliamentary elections slated for November 26th continued to file their candidacies on Monday, as some 41 ...

 Oct 24 2016 - Kuwait- Info Min. Sheikh Salman underscores private media roleKuwait News Agency (KUNA)
(MENAFN - Kuwait News Agency (KUNA)) KUWAIT, Oct 24 (KUNA) -- Private television stations in the State of Kuwait play a major role in news reporting and guiding citizens and promoting their concerns, ...





Middle East North Africa - Financial Network

MENAFN News Market Data Countries Tools Section  

Middle East North Africa - Financial Network

Main News
News By Industry
News By Country

Search News
Market Indices
Quotes & Charts

Global Indices
Arab Indices


Oil & Energy

Currencies Cross Rates
Currencies Updates
Currency Converter

USA Stocks
Arab Stocks

Saudi Arabia 

Economic Calendar
Financial Glossary

Financial Calculators

RSS Feeds [XML]

Corporate Monitor


Real Estate
Submit Your Property

Arab Research
Buy a Research

Press Releases
Submit your PR

Join Newsletters

© 2014 menafn.com All Rights Reserved.  Terms of Service | Privacy Policy | Contact Us | Advertise | About MENAFN | Career Opportunities | Feedback | Help