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The fixed income ETF sector has rapidly matured with institutional asset owners utilising them to access market wide returns through an easy to use instrument. As the sector evolves, however, the challenge of picking relevant products to match asset owner’s portfolio mix and fitting into both tactical and strategic investment plans become more acute.

The Fixed Income ETF Investing for Institutional Investors report gathers the industry value chain and stakeholders - investment officers of asset owners, ETF product providers, brokers and investment platform providers – to examine the key issues driving the sector. Topics explored include, investment case studies, the direction of innovation, what is driving the appeal of fixed income ETFs and what holds it back, plus what the future holds for fixed income ETFs.

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SECTION 1

MARKET STATUS

1.1 INTERVIEW: With flows into fixed income ETFs growing steadily in recent years, what does the future hold for these instruments?
Confirmed: Antoine Lesne, Head of Strategy and Research, SPDR ETF

1.2 INTERVIEW: Portfolio manager case study: fixed income ETFs and managing cashflow
Interviewer:
Confirmed: Pádraig Floyd, Consultant Publisher, Clear Path Analysis
Interviewee:
Confirmed: Jim Smigiel, Chief Investment Officer, Absolute Return Strategies, SEI

SECTION 2

INSTRUMENT SOPHISTICATION AND MATCHING

2.1 ROUNDTABLE DEBATE: What could the next stage of sophistication in ETF instruments look like?
Moderator:
Confirmed: Noel Hillmann, Chief Executive Officer, Clear Path Analysis
Panellists:
Confirmed: Sanjay Rao, Product Manager, Bloomberg Barclays Indices Europe
Confirmed: Melvyn Merran, European Head of Fixed Income ETF Trading, Citi
Confirmed: Deborah Fuhr, Managing Partner & Founder, ETFGI
Confirmed: Antoine Lesne, Head of Strategy and Research, SPDR ETF

2.2 WHITE PAPER: The trouble with indices – how the ETF industry can make fixed income ETF indices more attractive to institutional investors
Confirmed: Sanjay Rao, Product Manager, Bloomberg Barclays Indices Europe

SECTION 3

PORTFOLIO APPLICATION

3.1 INTERVIEW: How institutional investors can use fixed income ETFs in their portfolios to improve liquidity, manage cashflow, increase diversification and even place tactical calls
Confirmed: Melvyn Merran, European Head of Fixed Income ETF Trading, Citi

3.2 INTERVIEW: Fixed income ETFs and the importance of hedging
Interviewer:
Confirmed: Pádraig Floyd, Consultant Publisher, Clear Path Analysis
Interviewee:
Confirmed: Ben Seager-Scott, Director, Investment Strategy, Tilney

Antoine Lesne

Head of Strategy and Research, SPDR ETF

Deborah Fuhr

Managing Partner & Founder, ETFGI

Ben Seager-Scott

Director, Investment Strategy, Tilney

Melvyn Merran

European Head of Fixed Income ETF Trading, Citi

Sanjay Rao

Product Manager, Bloomberg Barclays Indices Europe

Jim Smigiel

Chief Investment Officer, Absolute Return Strategies, SEI

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SPDR is the exchange traded fund offering from State Street Global Advisors, part of State Street Corporation. We offer an array of international and domestic asset classes, enabling investors to select investments that are precisely aligned to their investment strategy. State Street created the first US listed ETF in 1993 and has more than $680bn AUM.*

*Source: Morningstar as at 31 December 2017

Citi’s Institutional Clients Group is comprised of diverse, talented professionals globally located in more than 100 countries and territories, collectively representing an unparalleled international network of financial skills and capabilities serving targeted clients. Our clients are top corporations, financial institutions and governments in countries around the world and our mission is to help them achieve their goals.

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By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

Contributing a thought piece on an issue raised in the market research

Participating in or moderating a roundtable with other industry leaders

Participating as an interviewer or interviewee

Producing a case study white paper written with a client or supplier

Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

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All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message