100 episodes

Each week, ETF TV, brought to you by Deborah Fuhr and Margareta Hricova, are joined by industry leaders to look at the business of ETFs from every angle; regulatory, construction, trading, risk and investment trends like ESG, Active and Crypto. We provide a weekly insight into the ETF ecosystem globally for ETF professionals and investors.

ETF TV Deborah Fuhr & Margareta Hricova

    • Business

Each week, ETF TV, brought to you by Deborah Fuhr and Margareta Hricova, are joined by industry leaders to look at the business of ETFs from every angle; regulatory, construction, trading, risk and investment trends like ESG, Active and Crypto. We provide a weekly insight into the ETF ecosystem globally for ETF professionals and investors.

    Lukas Ahnert, Senior Product Strategist for Xtrackers, discusses market performance and managing risk on ETF TV

    Lukas Ahnert, Senior Product Strategist for Xtrackers, discusses market performance and managing risk on ETF TV

    Lukas Ahnert, Senior Product Strategist for Xtrackers, joins Margareta Hricova and Deboah Fuhr on ETF TV to share insights on market performance and managing risk on ETF TV The key points of the discussion are:– Artificial Intelligence (AI) is a major driver of performance in the US market, with a small group of companies, the “Magnificent Seven” or “Great Eight,” leading the way in translating AI technology into earnings growth.– The S&P 500 has become concentrated, with the top ten companies making up over 30% of the index, which has implications for index-based investors, including idiosyncratic risks.– To address these risks, investors are adopting strategies like equal weighting, which allocates evenly across all constituents of the S&P 500, leading to a more balanced sector allocation and reduced concentration risks.– Another strategy is investing in the AI theme broadly to capture the benefits while avoiding single-name risks associated with large market cap companies.– For global equity investors, the current market dynamics mean an outperformance of larger companies and certain sectors, resulting in a 70% US and 30% ex-US allocation in global equities.– World ex-US is seen as a valuable component for constructing investment portfolios in 2024, offering a straightforward approach to balance US allocations and allowing more involvement in index selection.The conversation emphasizes the importance of managing concentration risks and diversifying investment strategies in response to the evolving market landscape.

    For further information on Xtrackers go to https://etf.dws.com/en-gb/

    Disclaimer:

    DWS is the brand name of DWS Group GmbH & Co. KGaA and its subsidiaries under which they do business. The DWS legal entities offering products or services are specified in the relevant documentation. DWS, through DWS Group GmbH & Co. KGaA, its affiliated companies and its officers and employees (collectively “DWS”) are communicating this document in good faith and on the following basis.

    This document is for information/discussion purposes only and does not constitute an offer, recommendation or solicitation to conclude a transaction and should not be treated as investment advice.

    This document is intended to be a marketing communication, not a financial analysis. Accordingly, it may not comply with legal obligations requiring the impartiality of financial analysis or prohibiting trading prior to the publication of a financial analysis.

    This document contains forward looking statements. Forward looking statements include, but are not limited to assumptions, estimates, projections, opinions, models and hypothetical performance analysis. No representation or warranty is made by DWS as to the reasonableness or completeness of such forward looking statements. Past performance is no guarantee of future results.

    The information contained in this document is obtained from sources believed to be reliable. DWS does not guarantee the accuracy, completeness or fairness of such information. All third party data is copyrighted by and proprietary to the provider. DWS has no obligation to update, modify or amend this document or to otherwise notify the recipient in the event that any matter stated herein, or any opinion, projection, forecast or estimate set forth herein, changes or subsequently becomes inaccurate.

    Investments are subject to various risks. Detailed information on risks is contained in the relevant offering documents.

    No liability for any error or omission is accepted by DWS. Opinions and estimates may be changed without notice and involve a number of assumptions which may not prove valid.

    DWS does not give taxation or legal advice.

    This document may not be reproduced or circulated without DWS’s written authority.

    This document is not directed to, or intended for distribution to or use by, any person or entity who is a citizen or resident of or located in any locality, state, cou

    • 7 min
    Olivier Paquier, the Global Head of ETF Sales at AXA Investment Managers (AXA IM), joins ETF TV to share insights on their ETF strategy

    Olivier Paquier, the Global Head of ETF Sales at AXA Investment Managers (AXA IM), joins ETF TV to share insights on their ETF strategy

    Olivier Paquier, the Global Head of ETF Sales at AXA Investment Managers (AXA IM), joins Margareta Hricova and Deboah Fuhr on ETF TV to share insights on AXA IM’s ETF strategy.



    AXA IM entered the ETF industry approximately 18 months ago. With a rich history of over 25 years in portfolio management, AXA IM views ETFs as a logical progression given their expertise in three key areas:


    Fixed Income: AXA IM has a strong foundation in fixed income investments.
    Active Management: They firmly believe in active management strategies.
    ESG Focus: As an insurance company, AXA IM integrates Environmental, Social, and Governance (ESG) considerations into their business globally.

     AXA IM has strategically focused on Paris Aligned Benchmarks (PAB) within their ETF offerings. Here are the key points:


    PAB:


    AXA IM actively utilizes PAB, which helps clients decarbonize their portfolios by a minimum of 7% annually.
    These benchmarks align with the Paris Agreement, a global initiative signed by numerous countries in 2015 to combat climate change.
    AXA IM incorporates PAB into both active and passive investment strategies available through their ETFs.
    Additionally, AXA IM has expanded its ETF range by launching thematic ETFs based on the United Nations Sustainable Development Goals (SDGs).
    These thematic ETFs focus on areas such as biodiversity and a climate strategy, which includes responsible investment exclusions and impact filters.
    AXA IM’s approach combines qualitative and quantitative methods to enhance exposure purity and overall performance.





    In summary, AXA IM aims to be a leading UCITS ETF provider by 2026 by leveraging their expertise in fixed income, active management, and ESG considerations


    For further information on AXA IM go to www.axa-im.com

    • 4 min
    Charlie Shaffer of TIFIN AMP, joins ETF TV to discuss how TIFIN AMP delivers intelligence at scale for asset managers

    Charlie Shaffer of TIFIN AMP, joins ETF TV to discuss how TIFIN AMP delivers intelligence at scale for asset managers

    Charlie Shaffer, the President and Chief Revenue Officer at TIFIN AMP, joins Margareta Hricova and Deboah Fuhr on ETF TV to discuss how TIFIN AMP leverage data to provide personalised intelligence at scale for asset managers.



    Charlie Shaffer, the President and Chief Revenue Officer (CRO) at TIFIN AMP, brings deep knowledge and roots in the world of fund distribution and transition management. Previously, he served as the Head of Distribution at Voya Investment and the Global Head of Distribution at Credit Suisse Asset Management. His expertise lies in addressing the challenges faced by asset managers dealing with an exponential increase in data over the past decade. The proliferation of CRM, digital marketing, social media, and third-party data has made integration nearly impossible. TIFIN AMP’s solution involves creating a data fabric that unifies and ingests various types of data, both structured and unstructured. By designing this fabric for intelligence, they empower asset managers with precision and actionable insights. Rather than blaming the CRM tools, TIFIN AMP focuses on leveraging data to drive personalized intelligence at scale for asset managers. 



    For further information on TIFIN AMP go to www.tifinamp.com/

    • 4 min
    Dave Shastri of Truss Edge, joins ETF TV to discuss the benefits of portfolio management solutions for ETF issuers

    Dave Shastri of Truss Edge, joins ETF TV to discuss the benefits of portfolio management solutions for ETF issuers

    Dave Shastri of Truss Edge, joins ETF TV to discuss the benefits of portfolio management solutions for ETF issuers


    Portfolio management solutions play a crucial role in the ETF ecosystem.



    Infrastructure Support:

    Using a single integrated investment platform covering the front, middle, and back office relieves asset manager from infrastructure headaches.  



    Index-Focused Solution:

    Automated solution integrates with existing legacy infrastructure to cover the ETF life cycle.  



    Challenges Addressed:

    Large asset managers transitioning into the ETF space need support in dealing with market makers, authorized participants (APs), administrators, and custodians.

    In summary, Truss Edge empowers asset managers to navigate the complexities of ETF management, streamline operations, and focus on investment strategies while maintaining a robust infrastructure.


    For further information on Truss Edge go to www.trussedge.com

    • 5 min
    Dan Madden of Northern Trust, joins ETF TV to explain the role of the ETFs capital markets team

    Dan Madden of Northern Trust, joins ETF TV to explain the role of the ETFs capital markets team

    Dan Madden, Head of ETF Capital Markets at Northern Trust, joins ETF TV to explain the role of the ETFs capital markets team at an ETF issuer.


    Dan explains the three primary roles the capital markets
    team fulfils:


    Work with external market participants
    Coordinate interactions between external and internal teams
    Internal and external education



    Working with the right market participants is key:


    Selecting the lead market makers for an ETF
    Executing ETFs trades using a centralized risk management process



    The capital market team’s role is multifaceted: they
    navigate the complexities of ETF capital markets, fosters collaboration, and promotes informed decision-making. The team plays a critical role in the ETF ecosystem.


    For further information on Northern Trust go to NorthernTrust.com

    • 3 min
    Chad Wood at Mackenzie Investments joins ETF TV to discusses what Canadian investors should know when using ETFs

    Chad Wood at Mackenzie Investments joins ETF TV to discusses what Canadian investors should know when using ETFs

    Chad Wood, ETF Strategist at Mackenzie Investments joins ETF TV to discuss what Canadian investors should know when using ETFs.


    We discuss three typical misconceptions investors have about ETFs. One of the misconceptions we see, especially with speaking to end clients, is just what is an ETF. Number two we see quite a bit is around liquidity. Now number three is around how do you compare two ETFs when it comes to spread. Moving on to number four is foreign withholding taxes.



    For further information on Mackenzie
    Investments go to www.mackenzieinvestments.com

    • 5 min

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