ETF TV Deborah Fuhr & Margareta Hricova

Olivier Paquier, the Global Head of ETF Sales at AXA Investment Managers (AXA IM), joins Margareta Hricova and Deboah Fuhr on ETF TV to share insights on AXA IM’s ETF strategy.



AXA IM entered the ETF industry approximately 18 months ago. With a rich history of over 25 years in portfolio management, AXA IM views ETFs as a logical progression given their expertise in three key areas:


Fixed Income: AXA IM has a strong foundation in fixed income investments.
Active Management: They firmly believe in active management strategies.
ESG Focus: As an insurance company, AXA IM integrates Environmental, Social, and Governance (ESG) considerations into their business globally.

 AXA IM has strategically focused on Paris Aligned Benchmarks (PAB) within their ETF offerings. Here are the key points:


PAB:


AXA IM actively utilizes PAB, which helps clients decarbonize their portfolios by a minimum of 7% annually.
These benchmarks align with the Paris Agreement, a global initiative signed by numerous countries in 2015 to combat climate change.
AXA IM incorporates PAB into both active and passive investment strategies available through their ETFs.
Additionally, AXA IM has expanded its ETF range by launching thematic ETFs based on the United Nations Sustainable Development Goals (SDGs).
These thematic ETFs focus on areas such as biodiversity and a climate strategy, which includes responsible investment exclusions and impact filters.
AXA IM’s approach combines qualitative and quantitative methods to enhance exposure purity and overall performance.





In summary, AXA IM aims to be a leading UCITS ETF provider by 2026 by leveraging their expertise in fixed income, active management, and ESG considerations


For further information on AXA IM go to www.axa-im.com

Charlie Shaffer, the President and Chief Revenue Officer at TIFIN AMP, joins Margareta Hricova and Deboah Fuhr on ETF TV to discuss how TIFIN AMP leverage data to provide personalised intelligence at scale for asset managers.



Charlie Shaffer, the President and Chief Revenue Officer (CRO) at TIFIN AMP, brings deep knowledge and roots in the world of fund distribution and transition management. Previously, he served as the Head of Distribution at Voya Investment and the Global Head of Distribution at Credit Suisse Asset Management. His expertise lies in addressing the challenges faced by asset managers dealing with an exponential increase in data over the past decade. The proliferation of CRM, digital marketing, social media, and third-party data has made integration nearly impossible. TIFIN AMP’s solution involves creating a data fabric that unifies and ingests various types of data, both structured and unstructured. By designing this fabric for intelligence, they empower asset managers with precision and actionable insights. Rather than blaming the CRM tools, TIFIN AMP focuses on leveraging data to drive personalized intelligence at scale for asset managers. 



For further information on TIFIN AMP go to www.tifinamp.com/

Dave Shastri of Truss Edge, joins ETF TV to discuss the benefits of portfolio management solutions for ETF issuers


Portfolio management solutions play a crucial role in the ETF ecosystem.



Infrastructure Support:

Using a single integrated investment platform covering the front, middle, and back office relieves asset manager from infrastructure headaches.  



Index-Focused Solution:

Automated solution integrates with existing legacy infrastructure to cover the ETF life cycle.  



Challenges Addressed:

Large asset managers transitioning into the ETF space need support in dealing with market makers, authorized participants (APs), administrators, and custodians.

In summary, Truss Edge empowers asset managers to navigate the complexities of ETF management, streamline operations, and focus on investment strategies while maintaining a robust infrastructure.


For further information on Truss Edge go to www.trussedge.com

Dan Madden, Head of ETF Capital Markets at Northern Trust, joins ETF TV to explain the role of the ETFs capital markets team at an ETF issuer.


Dan explains the three primary roles the capital markets
team fulfils:


Work with external market participants
Coordinate interactions between external and internal teams
Internal and external education



Working with the right market participants is key:


Selecting the lead market makers for an ETF
Executing ETFs trades using a centralized risk management process



The capital market team’s role is multifaceted: they
navigate the complexities of ETF capital markets, fosters collaboration, and promotes informed decision-making. The team plays a critical role in the ETF ecosystem.


For further information on Northern Trust go to NorthernTrust.com

Chad Wood, ETF Strategist at Mackenzie Investments joins ETF TV to discuss what Canadian investors should know when using ETFs.


We discuss three typical misconceptions investors have about ETFs. One of the misconceptions we see, especially with speaking to end clients, is just what is an ETF. Number two we see quite a bit is around liquidity. Now number three is around how do you compare two ETFs when it comes to spread. Moving on to number four is foreign withholding taxes.



For further information on Mackenzie
Investments go to www.mackenzieinvestments.com

Dr. Xiaolin Chen, Head of International at KraneShares unpacks her views on the Chinese economy and the wider implications on global markets. This is a very important year for China, as this is the second year of President Xi Jinping’s third term. This is the year that they have to deliver the economic results for them to achieve all the economic goal they have set out at the beginning of the third year, which is to modernize the society and urbanize the society. Last year, China delivered 5.2% of GDP growth. This year, we think they’re going right around that level, if not higher than that level.

China is now reforming its financial markets means allowing for environmental, oil, bank, owned insurance on some of the industries and sectors used to be very restricted with foreign investments. They become more open, more welcoming international investments.



For further information on KraneShares go to https://kraneshares.com/