ETF TV
By Deborah Fuhr & Margareta Hricova
ETF TVApr 06, 2022
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
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/
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
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
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
Dr. Xiaolin Chen of KraneShares discussess the investment outlook for China on ETF TV
Dr. Xiaolin Chen, Head of International at KraneShares unpacks her views on the Chinese economy and the wider implications on global markets. This is a very important year for China, as this is the second year of President Xi Jinping’s third term. This is the year that they have to deliver the economic results for them to achieve all the economic goal they have set out at the beginning of the third year, which is to modernize the society and urbanize the society. Last year, China delivered 5.2% of GDP growth. This year, we think they’re going right around that level, if not higher than that level.
China is now reforming its financial markets means allowing for environmental, oil, bank, owned insurance on some of the industries and sectors used to be very restricted with foreign investments. They become more open, more welcoming international investments.
For further information on KraneShares go to https://kraneshares.com/
Martin Leinweber at MarketVector Indexes discusses staking and innovation in crypto indexes
We discuss how the integration of staking rewards combined with customization has set a new standard for digital asset indexes.
MarketVector and Figment have aligned to provide a more comprehensive measure of the value of Ethereum. The partnership marries MarketVector’s expertise in index administration with Figment’s best-in-class Ethereum rewards rate reporting.
The MarketVectorTM Figment Ethereum Staking Reward Reference Rate measures the annualized rate resulting from staking ETH on Ethereum. The Rewards Rate encompasses rewards from all activities on the Consensus Layer, including block proposals, attestations, sync committee, slashing reporting and the Execution Layer, including priority transaction fees and MEV. Penalties incurred from slashing are automatically deducted.
The MarketVectorTM Figment Ethereum Total Return Index takes a comprehensive and flexible approach by combining Ethereum’s Consensus and Execution Layer rewards with the daily market price. This approach provides a holistic perspective on Ethereum’s performance, considering all possible reward sources and slashing incidents while utilizing reliable exchange data to capture the market price of Ethereum.
A first-mover in staking-as-a-service, Figment provides staking and data solutions to some of the largest institutions in the digital asset space. MarketVector IndexesTM (“MarketVector”) together with Figment introduce two innovative indexes to provide a more comprehensive measure of the value of Ethereum. Learn how the partners have worked to combine Ethereum’s market performance with staking rewards into an innovative, customizable benchmark.
The first products co-created by MarketVector and Figment include the soon-to-be-launched the MarketVectorTM Figment Ethereum Staking Reward Reference Rate and the MarketVectorTM Figment Ethereum Total Return Index. While the partnership’s initial focus is on solutions for institutions and investors in Ethereum, this partnership paves the way to expand and extend these capabilities to other digital assets in the future.
The MarketVectorTM Figment Ethereum Staking Reward Reference Rate is a daily annualized rate of Ethereum rewards. These products are tailor-made for institutions, marrying MarketVector’s expertise in index administration with Figment’s best-in-class Ethereum rewards capture. Our initial focus is on Ethereum (ETH), paving the way for future opportunities to expand and extend these innovative products to other assets.
For more information please visit MarketVector website
Steven Schoenfeld, MarketVector Indexes discusses economic exposure indexes on ETF TV
ETF TV #130 Steven Schoenfeld, Chief Executive at MarketVector Indexes discusses economic exposure indexes, investable strategies for a global world in flux.
ETF TV, Julie Cane, Democracy Investments discusses her journey from navy aviator to democracy ETF
Julie Cane, CEO, Managing Partner at Democracy Investments discusses her journey from navy aviator to democracy ETF with Margareta Hricova and Deborah Fuhr on ETF TV
ETF TV, Patricia Lizarraga, Hypatia Capital presents the case for investing women-led companies
Patricia Lizarraga, Managing Partner, Hypatia Capital Group, discusses the case for investing women-led companies in the US with Margareta Hricova and Deborah Fuhr on ETF TV.
ETF TV, Katie Stockton, Fairlead Strategies expects a volatility event to occur in January
Katie Stockton, Founder and Managing Partner at Fairlead Strategies, an independent research firm and investment advisor focused on technical analysis, discusses her outlook for US market and launching the Fairlead Tactical Sector ETF TACK with Margareta Hricova and Deborah Fuhr on ETF TV.
David Botset of Schwab Asset Management discusses highlights from a new study “ETFs and Beyond” on ETF TV
David Botset, Head of Equity Product Management and Innovation at Schwab Asset Management discusses highlights from their new report “ETFs and Beyond” with Margareta Hricova and Deborah Fuhr on ETF TV
Noel Archard and Anita Rausch of Alliance Bernstein discuss listing their first active fixed income ETFs on the New York Stock Exchange
Podcast with Noel Archard and Anita Rausch of Alliance Bernstein discuss listing their first active fixed income ETFs on the New York Stock Exchange (NYSE): the AB Ultra Short Income ETF ( NYSE: YEAR) and the AB Tax-Aware Short Duration Municipal ETF ( NYSE: TAFI) with Margareta Hricova and Deborah Fuhr on ETF TV. It is expected that these are the first two of many active ETFs that are being planned at AB.
Taeyong Lee of NEOS Investments discusses listing their first suite of income ETFs on the NYSE on ETF TV
Taeyong Lee, Co-Founder, NEOS Investments discusses listing their first suite of active income ETFs on the NYSE with Margareta Hricova and Deborah Fuhr on ETF TV.
Stephanie Drews president of Nikko Asset Management discusses ETFs and their 10-year growth plan on ETF TV
Podcast with Stephanie Drews talking to Margareta Hricova and Deborah Fuhr on EFT TV.
ETF TV #121 Alexander Morris of F/m Investments discusses the world’s first single-bond US Treasury ETFs on ETF TV
Alexander Morris, president and chief investment officer at F/m Investments discusses the world’s first single-bond US Treasury ETFs with Margareta Hricova and Deborah Fuhr on ETF TV.
Doug Kerr, Goldman Sachs and Lee Bartholomew, Eurex discuss trading trends in H1 and their outlook for the rest of 2022 and 2023
Doug Kerr, Head – Rates Futures Sales Trading Europe at Goldman Sachs in London, and Lee Bartholomew, Head of Derivatives Product R&D in Fixed Income at Eurex discuss the trading trends they have seen in the first half of 2022, the dilemma facing central banks and what this means for Europe and their outlook for the rest of 2022 and into 2023.
Ophelia Snyder of 21Shares discusses investor demand and product development during the Crypto winter on ETF TV
Ophelia Snyder, Co-Founder & President of 21Shares discusses investor demand and product development during the Crypto winter with Margareta Hricova and Deborah Fuhr on ETF TV.
Bruce Lavine of NightShares explains what the NightEffect is and how to access it through ETFs on ETF TV
Podcast with Bruce Lavine, CEO of NightShares explains what the “NightEffect” is and how ETFs can be used to capture this performance.
Bruno Stein of Global X ETFs discusses joining Global X ETFs and the opportunity for ETFs and ETF BDRs in Brazil on ETF TV
Podcast with Bruno Stein, SVP, Head of Brazil, Global X ETFs discusses joining Global X ETFs and the opportunity for ETFs and ETF BDRs in Brazil with Margareta Hricova and Deborah Fuhr on ETF TV.
Anil Ghelani at DSP Mutual Funds in India discusses SEBI’s new proposals for Index Funds and ETFs on ETF TV
Anil Ghelani, CFA, Head Passive Investments & Products DSP Mutual Funds in India discusses the Securities and Exchange Board of India SEBI’s proposals for Index Funds and ETFs on ETF TV with Margareta Hricova and Deborah Fuhr on ETF TV.
Ivy Yam, Simmons & Simmons discusses CSRC’s announcement to include ETFs in China’s connect scheme with Hong Kong on ETF TV
Ivy Yam, Partner at Simmons & Simmons discusses CSRC’s announcement to include ETFs in China’s connect scheme with Hong Kong with Margareta Hricova and Deborah Fuhr on ETF TV.
Gareth Stobie talks to ETF TV News about CoreShares joining forces with 10X Investments
Podcast with Gareth Stobie, Managing Director of CoreShares, talking about the future work of joining CoreShares with 10X Investments.
Sergey Dolomanov of William Fry discusses recent work by IOSCO on ETFs on ETF TV
Podcast with Sergey Dolomanov, Partner, William Fry discusses recent work by IOSCO on 1) Exchange Traded Funds – Good Practices for Consideration, 2) IOSCO seeks feedback on market liquidity issues affecting corporate bond markets under stress, and 3)Environmental, Social and Governance (ESG) Ratings and Data Products Provider with Margareta Hricova and Deborah Fuhr on ETF TV.
Omar Aguilar of Schwab Asset Management discusses personalized direct indexing on ETF TV
Podcast with Omar Aguilar, Chief Executive Officer and Chief Investment Officer, Schwab Asset Management discussing personalized direct indexing with Margareta Hricova and Deborah Fuhr on ETF TV News.
Stacy Fuller and Dave Nadig discuss how FINRA rule 22-08 could limit retail investor access to many mutual funds, ETFs, and closed-end funds on ETF TV
Podcast with Stacy Fuller, Partner at K&L Gates and Dave Nadig, Financial Futurist at ETF Trends as they discuss how FINRA rule 22-08 could limit retail investor access to many mutual funds, ETFs, and closed-end funds with Deborah Fuhr. Hear why you need to get your comment letter in before the 9th of May!
Tim Maloney, CFA of Roundhill Investments discusses the Metaverse and listing their first ETF in Europe on ETF TV
Tim Maloney, CFA, Co-Founder and Chief Investment Officer, Roundhill Investments discusses the Metaverse and listing their first ETF in Europe with Deborah Fuhr and Margareta Hricova on ETF TV.
Dan Cooper of ROC Investments discusses launching a Return on Character ETF on ETF TV
Podcast with Dan Cooper, Founder and CEO of ROC Investments discussing launching a Return on Character ETF on ETF TV News.
Alex Perel, CFA, Head of ETF Services, Scotia Capital discusses the impact of the Russia - Ukraine War on ETFs and Indexes on ETF TV
Podcast with Alex Perel, CFA, Head of ETF Services, Scotia Capital discusses the impact of the Russia - Ukraine War on ETFs and Indexes on ETF TV with Margareta Hricova and Deborah Fuhr on ETF TV.
Kevin Kelly, CEO of Kelly ETFs discusses creating disruptive indices and ETFs
Podcast with Kevin Kelly, CEO of Kelly ETFs discussing creating disruptive indices and ETFs with Margareta Hricova and Deborah Fuhr on ETF TV.
Craig Salm, Chief Legal Officer, Grayscale discusses the SEC’s Concerns with Bitcoin ETFs
Podcast with Craig Salm, Chief Legal Officer, Grayscale discusses the SEC’s Concerns with Spot Bitcoin ETFs with Margareta Hricova and Deborah Fuhr on ETF TV.
Pat Chiefalo, SVP, Head ETFs & Index Strategies, Invesco Canada discusses the growing interest in ESG investing and trends to watch in 2022 on ETF TV
Podcast with Pat Chiefalo, Senior Vice President, Head ETFs & Index Strategies, Invesco Canada discusses the growing interest in ESG investing and his outlook on the trends to watch in 2022 with Margareta Hricova and Deborah Fuhr on ETF TV.
ETF TV NEWS Arnaud Llinas, the newly appointed Head of ETF, Indexing & Smart Beta at Amundi, shares his views on the state of the ETFs industry and outlook for trends to watch in 2022
ETF TV talks to Arnaud Llinas, head of ETFs, Indexing & Smart Beta about the recent merger of Lyxor ETFs and Amundi and where he sees the market developing in 2022 and the future.
Deborah Fuhr, Managing Partner and founder of ETFGI shares an overview of ETFGI’s end of 2021 research findings on ETF TV
Podcast with Deborah Fuhr, Managing Partner and founder of ETFGI shares an overview of ETFGI’s end of 2021 research findings with Margareta Hricova on ETF TV.
Luis Berruga, CEO, Global X ETFs discusses the drivers for demand for Thematic ETFs and his outlook for 2022
Podcast with Luis Berruga, CEO, Global X ETFs discussing the drivers for demand for Thematic ETFs, expanding their business from the United States to Europe, Hong Kong and Japan and his outlook for 2022 with Margareta Hricova and Deborah Fuhr on ETF TV.
ETF TV News #101 Salim Ramji of BlackRock discusses the state of the ETFs industry and his outlook for 2022 on ETF TV
Podcast with Salim Ramji, Global Head of ETFs and Index Investments at BlackRock, discusses the state of the ETFs industry and his outlook for 2022 with Margareta Hricova and Deborah Fuhr on ETF TV.
ETF TV News #100 Julian Feder and Eitan Prins-Trachtenberg of ALKALI FINTECH discuss their new ETF, financial education and product needs of GEN Z investors on ETF TV
Podcast with Julian Feder, 18, and Eitan Prins-Trachtenberg, 17, founders of ALKALI FINTECH discussing their new ETF, financial education, and product needs of GEN Z investors with Margareta Hricova and Deborah Fuhr on ETF TV.
ETF TV News #99 Roy Leckie Director at Walter Scott discusses their new ETF and why now is a good time to invest internationally on ETF TV
Podcast with Roy Leckie, Director at Walter Scott discussing the new Actively managed BNY Mellon Concentrated International ETF (BKCI) that was listed on the NYSE last week with Margareta Hricova and Deborah Fuhr and why now is a good time to invest internationally on ETF TV.
ETF TV News #98 David Stephenson of CIBC Asset Management discusses dividend and clean energy ETFs
Podcast with David Stephenson, Director, ETF Strategy at CIBC Asset discussing low vol dividend and clean energy ETFs with Margareta Hricova and Deborah Fuhr on ETF TV.
ETF TV News #84 Margareta Hricova and Deborah Fuhr discuss the trends in Active, ESG, thematic ETFs during the first half of 2021
Margareta Hricova and Deborah Fuhr discuss the trends in Active, ESG, thematic ETFs during the first half of 2021.
ETF TV News #85 Boaz Nagar of KSM ETFs discusses the demand for retail construction ETFs
Podcast with Deborah Fuhr, Margareta Hricova and Boaz Nagar, Chairman of the Supervisory Board, KSM ETFs talks about the latest ETFs to come out of KSM and the Israeli market.
ETF TV News Bradley Duke, co-founder and CEO at ETC Group discusses on ETF TV how bitcoin and ethereum ETPs drove their assets above $2 billion
Podcast with Bradley Duke, co-founder and CEO at ETC Group on how bitcoin and ethereum ETPs drove their assets above $2 billion.
ETF TV News #97 Esther Pan Sloane at UNCDF and Ethan Powell at Impact Shares discuss creating a new ESG index and ETF on ETF TV
Podcast with Esther Pan Sloane & Ethan Powell discussing the creation of the Impact Shares MSCI Global Climate Select ETF.
Invitation to attend the Canada-UK Chamber of Commerce Global ETF Evolution Event
Deborah Fuhr, Managing Partner and Founder, ETFGI will discuss recent trends and product innovation in Canada with Daniel Straus, Director of ETF Research, NBF. Hear a preview of some of the topics to be covered.
ETF TV News As HANetf ETFs offering continues to expand, we catch up with Hector McNeil, Co-CEO & Founder of HANetf to understand how assets under management have grown from $1.1bn to $3bn in 2021
Podcast with Hector McNeil as he talks to ETF TV about the latest ETFs issued from HANetf and future plans for the company.
ETF TV News #96 Scott Peng at Advocate Capital Management discusses using ETFs for rising interest rates on ETF TV
Podcast with Scott Peng, Founder & CEO, Advocate Capital Management discussing using ETFs in a rising rate environment with Margareta Hricova and Deborah Fuhr on ETF TV.
ETF TV News #95 Leah Wald CEO at Valkyrie discusses Bitcoin futures ETFs on ETF TV
Podcast with Leah Wald from Valkyrie, discussing Bitcoin futures ETFs with Margareta Hricova and Deborah Fuhr on ETF TV.
ETF TV News #94 Paul Kim, Simplify and Victoria Wolodzko, Susan G. Komen discuss supporting Breast Cancer research with ETFs on ETF TV
Podcast with Paul Kim of Simplify and Victoria Wolodzko from Susan G. Komen talking about the lauch of a new thematic ETF, PINK.
ETF TV News #93 Jonathan Krane, CEO, KraneShares discusses investing in China and Carbon allowances on ETF TV
Podcast with Jonathan Krane, CEO, KraneShares discussing investing in China and Carbon allowances with Margareta Hricova and Deborah Fuhr on ETF TV.
ETF TV News #92 Eduardo Repetto, Avantis Investors discusses investing in value and real estate ETFs on ETF TV
Podcast with Eduardo Repetto, Chief Investment Officer at Avantis Investments, about offering investors a dual package of mutual funds and ETFs.