ETF workshop series - 16 Mar - Stockbrokers and Financial Advisers Association

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.

Using ETFs to build a scalable advice business

Tuesday, 16 March from 1.00 to 2.00pm AEDT

Adam O’Connor will outline the advantages of using ETFs as the cornerstone for your clients’ investment portfolios. Topics covered include:

Using ETFs as a scalable platform to access all asset classes
How to minimise portfolio management and administration leaving you time to focus on clients
How to get your strategic asset allocation right, and build portfolios for the long term
Scale your investment service offering to suit each client segment.

Blending ETFs with other investments to increase diversification and lower portfolio costs

Tuesday, 20 April from 1.00 to 2.00pm AEDT

Approaches to portfolio construction that blend ETF and other investment exposures to enhance overall investment outcomes will be discussed. Topics covered include:

Building out a core and satellite approach using ETFs, stocks and other investments
Ways of blending active investments with low-cost passive exposures
Using factor, smart beta and risk management strategies that can enhance portfolio robustness
How to use tactical low-cost allocations to achieve outperformance.

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.

CPD available for each workshop

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

The presenters

Adam O’Connor, Director – Capital Markets & Adviser Business
Adam is a member of the BetaShares Distribution team responsible for supporting Institutional and Intermediary Broker and Adviser channels. Prior to joining BetaShares Adam worked in stockbroking and advisory with Bell Potter Securities. Adam holds a Bachelor of Laws with Honours and a Bachelor of Business (Finance) from the Queensland University of Technology. Adam also holds a Diploma of Stockbroking from Deakin University and is an accredited Financial Adviser in Securities and Managed Investments and Superannuation.

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.

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