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Income & Yield Strategy Briefing – Thursday 29th June 2017

ETF Strategy (

Thursday, 29 June 2017 from 08:15 to 11:30 (BST)

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Type End Quantity
Registration Application   more info 2d 14h 10m Free  

Share Income & Yield Strategy Briefing – Thursday 29th June 2017

Event Details

Income & Yield Strategy Briefing - The Ned - 29th June 2017Event
Income & Yield Strategy Briefing
(including breakfast)

Date & Time
Thursday 29th June 2017   |   8.15am - 11.30am

The Ned, 27 Poultry, London EC2R 8AJ

Focused on the construction of income portfolios using ETFs, the event will cover a range of topics exploring the various ETF building blocks available to advisers assembling income-oriented strategies.

With presentations from BMO, Fidelity, First Trust, Lyxor and WisdomTree.


08.15 – 09:00

Registration and networking


09.00 – 09.05

Welcome introduction

Simon Smith, Founder, ETF Strategy

09.05 – 09.25

BMO Global Asset Management
BMO Enhanced Equity Income Strategies – A First for Passive Investors
- An institutional approach to investing, available in an ETF format
- Introducing a new strategy for ETF investors 
- Strategies with broad equity benchmarks at their core
- Maximising yield and reducing volatility
- Through the lens of a Canadian portfolio manager

Chris McHaney,
VP and Portfolio Manager,
BMO Global Asset Management

09.25 – 09.45

First Trust Global Portfolios
First Trust Equity Income Suite – Focused on the Fundamentals
- Ensuring the fundamentals support the dividend
- Recognising the value of retained earnings “plough back”
- Identifying companies with ability and willingness to increase dividends

Gregg Guerin,
Product Specialist,
First Trust Global Portfolios

09.45 – 10.05

Dividends Strategies Targeting Income Yield and Growth

- Extracting yield through screening, selection, weighting and rebalancing
- Mitigating credit risk in EM
- Small-cap and quality dividend growth as income styles

Viktor Nossek,
Head of Research, Europe,

10.05 – 10.25

Fidelity International
Fidelity Quality Income - Targeted Smart Beta Solutions

- Leveraging Fidelity’s experience in active management, portfolio construction and risk management to build systematic strategies
- Importance of controlling unintended biases to provide a targeted exposure to the desired theme

Nick King,
Head of ETFs,
Fidelity International

10.25 – 10.45

Lyxor ETF
Avoiding the Yield Trap: Dividend Hunting through ETFs
- Resisting the temptation to chase dividends from low quality companies
- Dividends without compromising standards
- Best practices for passive equity income investments

Adam Laird,
Head of ETF Strategy, Northern Europe,
Lyxor ETF

10.45 – 11.30

Networking (on roof terrace, weather permitting)




The event will be held at The Ned (, a newly opened hotel & members’ club from Soho House Group and Sydell housed in the Grade I-listed former headquarters of Midland Bank. The venue is well located in the heart of the City of London, a stone’s throw from the Bank of England, with Bank, Cannon Street, Mansion House, St Paul’s, Moorgate and Monument underground stations all within easy walking distance.

Presented by

ETF Strategy



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Do you have questions about Income & Yield Strategy Briefing – Thursday 29th June 2017? Contact ETF Strategy (

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When & Where

The Ned
27 Poultry
EC2R 8AJ London
United Kingdom

Thursday, 29 June 2017 from 08:15 to 11:30 (BST)

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Income & Yield Strategy Briefing – Thursday 29th June 2017
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