Bringing Active Insights to Rules-Based ETFs – American Century – 1.23.20

Summary:

On Demand Soon.

Growth and innovation within the ETF marketplace has led to an abundance of options available for investors. Parsing through the universe and distinguishing among approaches has become much more challenging. In this webcast, American Century Investments and STOXX will discuss recent innovations in alternately-weighted indexes and outline how a focus on company fundamentals can help improve outcomes.

What you will learn:

• An overview of recent trends in the alternatively-weighted indexes
• Why investors should consider a rules-based strategy that focuses on company fundamentals
• Explore how indexes that employ dynamic allocations have historically improved outcomes

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speakers:

Rene Casis is a portfolio manager of exchange traded funds for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. He is located in our Mountain View, California office.

Before joining American Century Investments in 2018, Rene was partner and head of trading with 55 Institutional LLC, where he was a member of the firm’s senior management team with responsible for oversight of portfolio management and trading execution. Previously, Rene served as an investment strategist and senior portfolio manager for iShares at BlackRock. Prior to the that, Rene was head of the Delta-1 trading desk at Barclays Capital and was a senior portfolio manager for the index portfolio management team at Barclays Global Investors.

Rene holds a bachelor’s degree in economics from the University of California, Santa Barbara.

Sandra Testani is director of product management, alternatives and exchange traded funds for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. She is based in the company’s New York office.

Sandra leads product management for American Century ETFs and liquid alternative strategies where she drives strategic product initiatives to launch new products and implement changes to existing product lines. She works closely with CIOs, portfolio managers and analysts to understand each strategy’s investment process and is responsible for developing messaging, competitive positioning and sales-force education. In addition, she conducts in-depth market, asset class and category research studies that support her coverage areas. Prior to joining American Century Investments in 2015, she spent 15 years as a vice president at AllianceBernstein, focusing on product management and development for the firm’s alternatives platform across its private client, institutional and retail distribution channels. She has worked in the investment industry since 2000.

Sandra holds a bachelor’s degree in international relations with a concentration in business and economics from Boston University. She is a CFA and CAIA charterholder.

As Head of Index Solutions for Axioma (part of Qontigo), Hamish Seegopaul leads the effort to help clients build and maintain their systematic strategies, by leveraging Axioma’s portfolio construction tools, factor-based risk models and quantitative expertise. The dedicated, global index team provides support for designing factor strategies, periodic rebalancing and delivering robust selection universes.

Prior to Joining Axioma, Hamish was a Director at Credit Suisse, where he was responsible for delivering Quantitative Investment Strategies and Commodity Investor Products to institutional investors. In his nine years at Credit Suisse in London and New York, Seegopaul focused on systematic index solutions, in business/product development roles across commodities, macro, equity-derivative and cross-asset derivative franchises. Seegopaul was previously with Dow Jones Indexes, where he founded and led the company’s first international product-development team, focusing on equities. He holds an MBA from London Business School and a BA in Mathematics from the University of North Carolina at Chapel Hill.