Acting on 2018 Investment Outlooks with Index-Based Strategies

Whether there’s concern or optimism around the implications of an election or new tax structure, either at home or abroad, index-based investing offers dynamic and tailored ways for advisors and asset managers to invest in lockstep with any outlook or view they hold.

Join us for a deep dive into the 2018 global outlook and hear how three practitioners from different parts of the world are using ETFs to cost-effectively and precisely implement strategies based on their views.

Topics will include:

  • Where markets around the world could be headed in 2018
  • Approaches to minimizing home bias and getting the right mix of risk
  • Frameworks, including multi-asset approaches, for actively managing passive portfolios to dynamically limit risk and capitalize on opportunities
  • Tips for evaluating indices and index-based products based on methodology to achieve precise, targeted exposure


Mark Holzworth- Australia
Holzworth Partners

Michael Jones– USA
RiverFront Investment Group

Weixu Yan- UK
Close Brothers Asset Management

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