This webinar has ended. Please contact cservices@cfraresearch.com if you have any questions. Thank you.

Factors for Advisors, Part 3: Tax and the Ability to Replicate Active Strategies with Factor and Cap Weighted ETFs

Wednesday, November 17, 2021 11:00 AM EST | 8:00 AM PST | 4:00 PM GMT

During this interactive panel discussion moderated by CFRA Head of ETF and Mutual Fund Research Todd Rosenbluth we heard from industry experts on closing the year out strong and taking advantage of tax season to realign portfolios with factor and cap weighted ETFs. 

 

Speakers 

Todd Rosenbluth

Head of ETF and Mutual Fund Research, CFRA

Todd is Head of ETF and Mutual Fund Research at CFRA, leading the firm’s holdings-based research efforts. Todd publishes regular thought leadership content on equity and fixed income products, supports the quantitative fund models, and interacts with clients.  He also serves as a member of CFRA’s Investment Policy Committee. Todd has frequently provided ETF education at Inside ETFs conferences and been quoted in media outlets, such as Barron’s, New York Times, and The Wall Street Journal. He also held Senior Director of ETF and Mutual Fund Research for S&P Global Market Intelligence.

Todd holds a BGS in Finance from the University of Michigan and an MBA in Finance from New York University.

   

Mark Barnes, PhD

Head of Investment Research, Americas, FTSE Russell

Mark Barnes is Head of Investment Research, Americas for FTSE Russell. Dr. Barnes joined FTSE Russell in 2018 and is responsible for applied research and new index development for the United States. In his role in applied research, he is responsible for engaging with clients to explain the FTSE Russell index construction methodology and to work with them to find solutions to their investment problems.

Prior to joining FTSE Russell, Dr. Barnes was a Director and Portfolio Manager within the Multi Asset group at PanAgora Asset Management in Boston. He was responsible for equity strategies within the group including alternative beta, defensive equity and country allocation overlay strategies.

   

Sean Murphy, CFA

Vice President, iShares U.S. Wealth Advisory Product Consulting, BlackRock

Sean Murphy, CFA, Vice President, is an iShares Product Consultant for BlackRock's U.S. Wealth Advisory (USWA) business. He is responsible for researching, analyzing, and evaluating a broad range of investment solutions and delivering these insights to internal partners, as well as to end clients.

His service with the firm dates back to 2014. Prior to joining BlackRock, Sean spent 12 years at Citi. The bulk of that time was spent as an Equity Sales Trader, specializing in the execution of ETFs and international equities for both financial advisors as well as institutions. Mr. Murphy graduated from Fordham University in 2002 with a bachelor's degree in Finance and a minor in Economics. He subsequently received his MBA from Fordham's Gabelli School of Business with a concentration in Corporate Finance.

   

Abby Woodham

Vice President, iShares Factor ETF Strategist, BlackRock 

Abby Woodham, Vice President, is a Factor Strategist in BlackRock's ETF and Index Investments Group. In this capacity, Ms. Woodham is responsible for providing subject matter expertise to global iShares clients and partners.

Prior to joining BlackRock, Ms. Woodham was an ETF strategist for Xtrackers at Deutsche Asset Management, where she served as Product Specialist for ETFs and other index-based investments. She began her career at Morningstar, where she worked as an ETF Research Analyst.

Ms. Woodham earned a BA in Economics from the University of Chicago. 

   

This webinar is sponsored by  

FOR FINANCIAL PROFESSIONAL USE ONLY - NOT FOR PUBLIC DISTRIBUTION

Carefully consider the iShares Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained by visiting www.iShares.com or www.blackrock.com. Read the prospectus carefully before investing.

This material is provided for educational purposes only and is not intended to constitute investment advice or an investment recommendation within the meaning of federal, state or local law.  You are solely responsible for evaluating and acting upon the education and information contained in this material. BlackRock will not be liable for direct or incidental loss resulting from applying any of the information obtained from these materials or from any other source mentioned. BlackRock does not render any legal, tax or accounting advice and the education and information contained in this material should not be construed as such.  Please consult with a qualified professional for these types of advice.

There can be no assurance that performance will be enhanced or risk will be reduced for investments that seek to provide exposure to certain quantitative investment characteristics ("factors").  Exposure to such investment factors may detract from performance in some market environments, perhaps for extended periods.

Investing involves risk, including possible loss of principal.

Prepared by BlackRock Investments, LLC (BRIL), member FINRA.  BRIL is not affiliated with CFRA or FTSE Russell.

 iSHARES and BLACKROCK are trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. All other marks are the property of their respective owners.

iCRMH1121U/S-1912030

Some or all of the non-CFRA speakers in these materials have compensated CFRA for the production of and the right to participate in the discussions captured in these materials.  Apart from the production of these materials, CFRA may license certain intellectual property or provide services to, or otherwise have a business relationship with, certain issuers of funds or securities that are the subject of or that have participated in the production of these materials.   Irrespective of CFRA’s relationship with any participant in these materials, no part of CFRA’s compensation is tied to any particular CFRA recommendation or rating. The views expressed in these materials by non-CFRA participants do not necessarily reflect the views of CFRA.  CFRA makes no warranty or representation that these materials are accurate, timely or complete, and references to any investment, fund or security are not a recommendation to buy, sell, or hold such investment, fund or security. These materials are only for authorized recipients and may not be redistributed or reproduced without the express consent of CFRA. Additional information on the legal disclosures for these materials is available at https://cfraresearch.com/legal/.

 

Download The free eBook