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.  

ETF strategies for a post-COVID market

Tuesday, 16 March from 1.00 to 2.00pm AEDT

Adam O’Connor will discuss portfolio strategies utilising ETFs that may be relevant as we enter a new market cycle.  Topics covered include:

  • The current state of broad benchmark indices
  • Bringing balance to portfolios using barbell strategies 
  • Targeting long-term megatrends for exposure to growth
  • Cyclical exposure for leverage to the economic recovery.

Presenter

Adam O’Connor, Director
Capital Markets & Adviser Business, BetaShares

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.

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 out performance.

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

20 April 2021 @ 01:00 pm – 02:00 pm

Non-Member: $55.00
Organisation Member: $0.00
Practitioner Member: $0.00

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.

Webinar Attendees - Global market investment options

15 June 2021 @ 01:00 pm – 02:00 pm

Non-Member: $55.00
Organisation Member: $0.00
Practitioner Member: $0.00

CPD available for each workshop

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

Supported by our education partner

For more information

Email education@stockbrokers.org.au
Telephone 02 8080 3200

See CPD Calendar for other upcoming CPD Workshops

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