Cyber security has become more important in today’s more connected world. At this event, attendees will learn what critical issues threaten financial firm and how to address them. Attendees will gain an extensive understanding of the wide range of existing threats within the growing global financial industry.
Is there another investment path for portfolio managers to explore? Based on a recently released in-depth analysis of risk-adjusted returns over a 20-year period, perhaps there is. Join The Options Industry Council and Nasdaq as they host Dr. Edward Szado, author of a study titled "Endowment Risk Management and Return Enhancement with Listed Index and ETF Options," for a wide-ranging discussion. During the session, Dr. Szado, Associate Professor of Finance with the Providence College School of Business, will elaborate on his research, which found that two straightforward option overlay strategies improved the risk profiles and simultaneously enhanced returns for endowments ranging in size from small to very large.
This program will give you a concise update on new developments in financial reporting taking effect with 2018 financial statements. Topics covered will include developments in lease reporting and other important topics.
Many public and corporate pension retirement systems worldwide are confronted with lower investment returns on existing assets that currently underfund the ultimate financial obligations of those plans. As a result, pension plans have been exploring different investment strategies and exposure to alternative asset classes. Between December 2017 and March 2018, Greenwich Associates interviewed 80 institutional investors in the U.S., incorporating a mix of asset managers, corporate pension plans and public pension plans. Respondents were asked a series of questions seeking to understand their perceptions of listed options strategies and to explore how institutional investors utilize exchange-listed equity options to achieve investment goals.
CFA Society New York
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Phone: (212) 541-4530
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