ETF workshop series

 

Since launching in the US in 1993 ETFs have gained considerable traction globally. The local industry has grown from $18 billion in 2015 to over $60 billion today, with BetaShares managing over $12 billion of this.

With market observers predicting that by 2022 FUM will reach $100 billion, and ETFs now traded on virtually every major asset class, commodity and currency in the world, they provide investment advisers with convenient and cost-effective access to all asset classes and sectors.

FREE for members and accredited for CPD, these three upcoming virtual workshops will provide practical strategies you can apply to your client’s portfolio.

How ETFs are expanding the value proposition of the traditional broker

Monday, 28 September from 1.00 to 1.45pm EST

You will learn how ETFs can help improve your value proposition:

  • using ETFs to broaden your service proposition beyond the Australian equity part of a client portfolio
  • how ETFs can help you win greater share of wallet
  • how to advise, and win, client business across multiple asset classes such as international equities, fixed income, cash, commodities, currencies and alternatives
  • tips on managing larger, more diversified and robust client portfolios.

FASEA CPD: 45 minutes Technical competence
RG146: Specialist knowledge – Securities

Building better client portfolios using ETFs

Monday, 19 October from 1.00 to 1.45pm

You will learn how ETFs can enhance your client’s portfolio:

  • ETF Building blocks for portfolio construction
  • ways of blending active investments with low cost passive exposures
  • construction of core-satellite portfolios
  • Tactical allocation (e.g. to sectors, regions, markets)
  • cash equitization.

FASEA CPD: 45 minutes Technical competence
RG146: Specialist knowledge – Securities

Introduction to thematic investing using ETFs

Monday, 16 November from 1.00 to 1.45pm

You will learn how thematic ETFs can be used to enhance or augment portfolio outcomes to meet specific client requirements.

  • Blending thematic exposures with more diversified “cores”
  • Key thematics that can be targeted via ETFs, including: ESG, yield enhancement, portfolio hedging, managed risk, factor investing – growth, value, quality etc, technology and future trends, specific size or sector exposure and fixed income thematics.

FASEA CPD: 45 minutes Technical competence
RG146: Specialist knowledge – Securities

 

The presenters

Peter Harper, Executive Director – Capital Markets and Institutional Business
As Co-Head of Distribution, Peter is responsible for leading sales strategy and execution across all client segments, as well as leading the firm’s capital markets activities.

Adam O’Connor, Director – Capital Markets & Adviser Business
Adam O’Connor is a member of the BetaShares Distribution team responsible for supporting Institutional and Intermediary Broker and Adviser channels.

Alistair Mills, Associate Director – Portfolio Analytics & Adviser Business
Alistair is a member of the BetaShares Distribution team, responsible for supporting Institutional and Intermediary Broker channels.

Cameron Gleeson, Senior Investment Specialist
Cameron’s responsibilities span supporting all distribution channels and working alongside the portfolio management team.

For more information email education@stockbrokers.org.au or call 02 8080 3200

Supported by our education partner