ETF workshop series

Most ETFs are passive funds, aiming to track an index, or taking a rules-based approach, enabling them to charge significantly lower fees than most unlisted funds, and LICs, which typically employ an active approach.

Recent years have seen particularly strong growth in ETFs. In the three years from September 2017 to September 2020, assets under management in ETFs increased from $32 billion to $71.1 billion, growth of 122%.

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.  

Global market investment options

Tuesday, 15 June from 1.00 to 2.00pm AEDT

In this webinar we examine some of the real world benefits of adding international exposure to your portfolio. These benefits include:

  • Diversification across developed and emerging market economies from around the global
  • Global opportunities for targeted sector allocations and factor investing
  • Performance enhancement and leveraging macro/demographic trends not available in Australia
  • Currency makes a difference.

Presenter

 
Peter Harper, Executive Director – Capital Markets and Institutional Business, BetaShares

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. Prior to BetaShares, Peter worked in Equities and Derivatives Distribution Roles with Macquarie Bank and ABN AMRO (now Royal Bank of Scotland). Peter has also held roles in Institutional/Corporate FX Sales with ABN AMRO and Fixed Interest with UBS.

CPD available for each workshop

FASEA CPD: 1.0 hour Technical competence
RG146: 1.0 hour Specialist knowledge – Securities

If you experience any difficulty with your online registration, please call our office on (02) 8080 3200.

Supported by our education partner