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ETF vs Futures

Speakers include:

Brian Roberts

Hong Kong Exchanges and Clearing Limited

Mark Konyn

AIA

Susan Chan

BlackRock

Overview

ETFs are increasingly gaining traction in their role as financial instruments offering greater efficiency through lower costs. Many investors are now using ETFs to replace derivatives such as futures and swaps.

Why are more investors opting for ETFs over futures? How are new regulations such as the Volcker Rule and Basel III affecting the cost of derivative products? In which ways do ETFs differ, and how are they performing globally? Do certain types of ETF pose liquidity risks that investors should be aware of?

In this series of videos, the Financial Times and iShares explore these questions in detail, debating the key differences between ETFs and futures, and the important factors investors should consider about these products.

To find out more on why ETFs are being increasingly seen as an alternative to futures, please click here.

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Speakers (4)

Brian Roberts

Senior Vice President, ETF Product Development
Hong Kong Exchanges and Clearing Limited

Brian Roberts is the Senior Vice President, ETF Product Development at Hong Kong Exchanges and Clearing Limited. Prior to joining HKEx, he spent 3 years based in Hong Kong as Vanguard’s Asia Head of ETF Product Development following 12 years within the firm where he focused on developing their global ETF business. His tenure centered on developing and launching new ETFs in North America, Europe and Asia, as well as managing relationships across the investment community. Brian holds an undergraduate degree from Purdue University and an MBA from Thunderbird School of Global Management. 

Mark Konyn

Group Chief Investment Officer
AIA

Mark Konyn is Group Chief Investment Officer for AIA. He is responsible for providing oversight to the management of the investment portfolios of the Group, as well as supervising and supporting the many investment professionals throughout the Group. He is a director of various companies within the Group including Chairman of AIA Investment Management. He joined the Group in September 2015. Dr Konyn joined AIA from Cathay Conning Asset Management, where he was Chief Executive Officer (CEO) responsible for the company’s investment business and strategic expansion in the region. He has held senior positions at Allianz Global Investors (where he was Asia-Pacific CEO for RCM Global Investors), Fidelity Investments and Prudential UK. He is a Fellow of the Royal Statistical Society, and holds a Diploma from the London Business School in Investment Management, having previously completed his PhD in Operational Research sponsored by the UK Government.

Susan Chan

Managing Director, Head of iShares, Asia Pacific
BlackRock

Susan Chan, Managing Director, is the Head of iShares Asia Pacific and is responsible for the iShares business across Asia, including both distribution and management of iShares products and offices in Japan, Australia, Hong Kong, Singapore, and Taiwan. She is a member of the BlackRock Asia-Pacific Executive Committee, and a member of the BlackRock Global iShares Executive Committee. Ms Chan joined BlackRock in July 2013 as head of Asia Pacific iShares Capital Markets and Products. Prior to joining BlackRock, she was a Managing Director at Deutsche Bank AG, Hong Kong where she was Head of Equity Structuring, Strategic Equity Transactions and DBx Asia Pacific. Before Deustche Bank, she was Managing Director at Barclays Capital Asia Limited where she held various positions in equity derivatives with the most recent as Head of Equity and Funds Structured, Asia Pacific. She was also a member of the Global EFS Executive Committee, the Asia Pacific Structuring Executive Committee, Founder and Executive Sponsor for the Women's Internal Network, Asia Pacific and a Board Member of Barclays Capital Hong Kong Limited. Ms Chan is a graduate of Boston University, Boston, MA.

Sam Kim

Managing Director, Head of Trading & Liquidity Strategies Group, Asia-Pacific
BlackRock

Sam Y. Kim, Managing Director, is head of Trading & Liquidity Strategies Group for the Asia-Pacific region. He is responsible for overseeing the trading, securities lending, transition management, e-trading/market structure and capital markets functions in the region. Mr Kim's service with the firm dates back to 2009, having previously worked for Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to his current role, Mr Kim managed the Scientific Active Equity trading team for the Americas in San Francisco. Before relocating to San Francisco, Mr Kim was head of trading in Tokyo. Prior to joining BGI, he was a partner at Colden Capital Management in New York, which he co-founded in 2000. At Colden Capital, Mr Kim co-managed the firm's event-driven portfolio, including merger arbitrage and special situation equity investments. Prior to Colden, Mr Kim was a Vice President in Equity Derivatives at Deutsche Bank/Bankers Trust, where he specialised in structuring and marketing over-the-counter equity derivative products. Mr Kim earned an AB degree, cum laude, in philosophy from Harvard College in 1995, and is a member of Phi Beta Kappa.

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Chaired by (1)

Lucy Colback

Asia Lex Editor
Financial Times

Lucy Colback joined the Financial Times’ Lex column in June 2014. Prior to that she worked in the finance industry for seventeen years, focusing on Asian equity markets at firms including Schroders, Merrill Lynch and Bear Stearns. She has lived and worked in Hong Kong, Singapore, New York and London, arriving in time for a crisis in each continent. She holds a degree in Oriental Studies, Chinese from Cambridge University and an MA in Chinese Studies, specialising in politics and economic history, from the Chinese University of Hong Kong.

Presented by (2)

Financial Times Live (FT Live) is the global conferences and events division of the Financial Times Group. Chaired by senior journalists from the Financial Times Group, the summits, conferences, awards and strategic forums organised by FT Live gather the world’s brightest minds and most influential decision-makers.

Exclusive on-stage interviews, stimulating presentations and lively panel debates – available on multiple content platforms – provide the cutting-edge insights, unique personalities and peer audience engagement that have the power to transform finance, business, politics, society and culture.

The Financial Times is one of the world’s leading business news organisations, recognised internationally for its authority, integrity and accuracy. In 2016 the FT passed a significant milestone in its digital transformation as digital and services revenues overtook print revenues for the first time. The FT has a combined paid print and digital circulation of more than 910,000 and makes 60% of revenues from its journalism.

About iShares

iShares® is a global leader in exchange-traded funds (ETFs), with more than a decade of expertise and commitment to individual and institutional investors of all sizes. With over 700 funds globally across multiple asset classes and strategies and more than $1 trillion in assets under management as of June 30, 2016, iShares helps clients around the world build the core of their portfolios, meet specific investment goals and implement market views. iShares funds are powered by the expert portfolio and risk management of BlackRock, trusted to manage more money than any other investment firm.1

Based on $4.890 trillion in AUM as of 6/30/16.

For More Information

To find out more on why ETFs are being increasingly seen as an alternative to futures, please click here. Alternatively, to contact iShares email; Asia_iShares_Marketing@blackrock.com.

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