iShares by BlackRock

Three Themes for 2021

AN iSHARES & MSCI INVESTING SYMPOSIUM

November 16, 2020

Welcome to the Three Themes for 2021: An iShares & MSCI Investing Symposium

The ETF industry will come together on Monday, November 16, 2020, for the Three Themes for 2021: An iShares & MSCI Investing Symposium, a unique half-day online conference that's complimentary for financial advisors. At this year's conference, three cutting edge virtual panels will address some of the biggest trends and opportunities in the markets today. Leading ETF industry experts and thought leaders will offer their expert insights on:
  • The rising importance of ESG investing
  • The best new thinking on factors
  • The increasing importance of international diversification
As a thank you, every advisor who attends and fills out a short survey will be entered in a drawing to win a Peloton Bike.
Virtual Summit

Agenda

11:00 – 12:00pm ET
ESG: Lessons from The Institutional Market
  • Why an ESG strategy is critical to your success
  • Lessons from the 12 Trillion dollar institutional ESG market
  • How to marry ESG approaches with your investment outlook
Investing in Environmental, Social and Governance focused ETFs is nothing new, and yet the past 2 years have brought a sea change in how real world investors can use ESG effectively in portfolios.  Far behind simple values-based investing, current evidence suggests that ESG is both a critical risk management tool, and a potential source of outperformance in the decade to come. In this one hour session, Sarah Kjellberg, Director, Head of U.S. iShares Sustainable ETFs and MSCI’s Guillermo Cano, Executive Director, Index Solutions Research walk through how institutional investors have been leading the charge, and how that creates real opportunities for advisors.
12:00 – 1:00PM ET
Exploring International Investing
  • The right allocation to developed and emerging markets in 2021
  • How global trends are changing the traditional model of risk and reward
  • How soon is too soon to look to emerging markets
In 2020, investors largely ignored their international exposure, distracted by the economic and humanitarian impacts of Covid-19. But while the world has adjusted to the new normal, the geopolitical landscape has been shifting. Tensions have never been higher in the South China Sea, the Middle East remains a hot bottom region, and the future of a European recovery is still in doubt. So how does an advisor maintain a global perspective? In this one-hour session, Jeffrey Spiegel, US Head of iShares Megatrend and International ETFs, and MSCI’s Raina Oberoi, Head of Americas Index Solutions Research, uncover the latest trends and research on international investing the emerging global wealth megatrend theme.
1:00 – 2:00pm ET
Factors 2020 - is Smart Beta still a thing?
  • Why the style box is just the beginning
  • How risk-management factors like Quality are positioned for 2021
  • Where you should allocate to factors … and when
For the past 40 years, savvy investors have realized that factors are often the predominate driver of returns.  But the market action in 2020 has caused many advisors to take their eyes off the ball.  Factor strategies are about much more than “when will value be back.”  An effective use of factors is a key pillar of risk management and portfolio construction.  In this informative 1 hour session, Blackrock’s head of Factor ETFs, Bob Hum, and MSCI’s Anil Rao, Executive Director, Index Solutions Research, cover the state of the art when it comes to factor investing, with actionable ideas on how to implement factor strategies with your clients.

Speakers

Sarah Kjellberg - Director, Head of U.S. iShares Sustainable ETFs, BlackRock
Sarah Kjellberg
Director, Head of U.S. iShares Sustainable ETFs
BlackRock
Guillermo Cano - Executive Director, Index Solutions Research, MSCI
Guillermo Cano
Executive Director, Index Solutions Research
MSCI
Jeffrey Spiegel - Director, US Head of iShares Megatrend and International ETFs, BlackRock
Jeffrey Spiegel
Director, US Head of iShares Megatrend and International ETFs
BlackRock
Raina Oberoi - Head of Americas Index Solutions Research, MSCI
Raina Oberoi
Head of Americas Index Solutions Research
MSCI
Robert Hum, CAIA - Director, US Head of iShares Factors ETFs, BlackRock
Robert Hum, CAIA
Director, US Head of iShares Factors ETFs
BlackRock
Anil Rao - Executive Director, Index Solutions Research, MSCI
Anil Rao
Executive Director, Index Solutions Research
MSCI
Tom Lydon - CEO, ETF Trends
Tom Lydon
CEO
ETF Trends
Dave Nadig - CIO, Director of Research, ETF Trends and ETF Database
Dave Nadig
CIO, Director of Research
ETF Trends and ETF Database

Sponsors

Register

By registering, you are certifying that you are a financial professional and agree to share your data with ETF Trends and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to the ETF Trends' Privacy Policy. You can unsubscribe at any time.

COPYRIGHT © 2005–2020 ETF FLOWS LLC