Index, Factors, Alpha Webcast Series
Yesterday’s alpha has been unbundled into market capitalization index, factors and alpha-seeking investments. What does this mean for investors? Join us for a three-part webcast series featuring use cases of institutional investors who are incorporating factors into their portfolios alongside index and alpha-seeking exposures.

Watch the Replay!
Part One: Upgrade Beta 

Tuesday, September 11, 2018 
1:30 p.m. ET / 10:30 a.m. PT

Del Stafford, iShares® Head of Multi-Asset Portfolio and Investment Consulting 
Joseph Nelesen PhD, iShares Smart Beta Strategist for Institutional and Latin America


  Key topics include: 
  • Evolution from bundled delivery of index, factors and alpha to the separation of these components, and how this can benefit investors
  • How investors are adding the explicit factor component by “upgrading” a portion of their traditional beta, or market-cap weighted index, exposure in pursuit of better risk-adjusted returns


Watch the Replay!
Part Two: Rethink Alpha

Wednesday, October 3, 2018 
1:30 p.m. ET / 10:30 a.m. PT
 

Ananth Madhavan PhD, Global Head of Research for ETF and Index Investing at BlackRock
Holly Framsted CFA, Head of US Smart Beta within BlackRock's ETF and Index Investments Group 
Philip Juliano, Head of the BlackRock iShares US Asset Manager Team 
 
Key topics include: 
  • Understanding what is really driving the return of different funds and how investors are demanding more transparency to ensure they don’t pay active fees for factor-based returns
  • How BlackRock’s tools can help inform the manager evaluation process to determine which managers are delivering true alpha
  • Use cases of institutions that are complementing or replacing alpha-seeking exposures with lower-cost, fully transparent, factor ETFs


Watch the Replay!
Part Three: Express Views with Factors 

Thursday, November 8, 2018 
1:30 p.m. ET / 10:30 a.m. PT
 
 

Sara Shores CFA, Head of Investment Strategy for the Factor-Based Strategy Group 
Jason Ribando PhD, ETF and Index Investing Global Research Team at BlackRock

Philip Juliano, Head of the BlackRock iShares US Asset Manager Team 
 
Key topics include: 
  • BlackRock's current outlook for equity factors based upon BlackRock's proprietary factor tilting model
  • Debut of BlackRock’s new “Theme Machine” research that breaks down ETF flows into market sentiment insights, including the evaluation of flow data by equity factors





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