- TypeWebinar
- Location Denver, Colorado, United States
- Date 07-11-2017
Finance
Accounting/Financial/Banking/Insurance
OVERVIEW
Session Highlights:
With the increasing popularity of exchange-traded funds (ETFs), the market is seeing institutional investors, consultants and individual investors alike using them for a wide range of portfolio purposes thanks to their transparency, liquidity, and the access they offer to a broad range of asset classes.
In a nutshell, the purpose of this webinar is to explain what they are, how they compare to individual stocks and mutual funds, and how they work. It’s the first of a series of webinars that outline their characteristics, benefits, the breath of investment strategies they facilitate, but also the systematic risks they could pose to those who use them without thoroughly understanding them.
This webinar and subsequent ones draw on my experience as (i) a
professor of finance who uses ETFs in various finance courses and
included on a worldwide list of seventeen “ETF friendly professors” compiled by Yahoo finance, (ii) an author of three ETF books, (iii) a researcher who penned 30 ETF research articles, and (iv) an ETF speaker who has been invited to talk about them for the past 16 years at professional conferences as a guest speaker, panelist, moderator and keynote speaker.
WHY SHOULD YOU ATTEND
This webinar is conceived for both novice and experienced investment professionals interested in using ETFs as part of their investment strategies. This ETF webinar will provide knowledge and perspectives that can help them formulate informed investment decisions. The complexities surrounding ETFs such as their creation/redemption process will be sorted out for those seeking to put them to work in their portfolios.
This webinar will also benefit academics seeking to include ETFs in their research agenda and CPA’s, CFA’s and CFP’s who are turning their attention to this unique breed of investment products.
AREAS COVERED
ETFs are portfolios of holdings across a variety of asset classes. In addition to broad-based asset class exposure, they also allow investors to take advantage of global opportunities almost anywhere in the world including hard reaching areas like frontier markets. ETFs are listed on intraday trading exchanges and can be bought and sold throughout the day.
ETFs are investment funds that share the characteristics of both individual stocks and mutual funds. Just like stocks, they trade real time (intraday) on an exchange. Mutual funds, on the other hand, are priced only at closing and cannot be traded intraday. ETFs also share the characteristics of index funds since they aim to replicate the performance of the index they track minus fees.
They don't try to beat the market; they try to be the market. Most aim to replicate the performance of the index they passively track minus fees. Investors can do just about anything with an ETF that they can do with a normal stock. If an investor wants to buy stocks in Russia, he could simply buy an index ETF mimicking the Russian stock market but traded on a U.S. exchange rather than risking putting funds into Russia directly.
Broadly speaking, the benefits they offer fall into five main categories:
The creation/redemption process further enhances our understanding how ETFs work. Some refer to it as the secret sauce of ETF. It’s what allows ETFs to work.
WHO WILL BENEFIT
Investment professionals seeking to further/refine their understanding of these products.
LEARNING OBJECTIVES
Email: [email protected]
Toll Free: +1-888-300-8494
Tel: +1-720-996-1616
Fax: +1-888-909-1882
This ETF trading webinar will provide knowledge and perspectives that can help formulate informed investment decisions. Register or call +1-888-300-8494!