Webinar: Exchange Traded Funds Enhance Market Access, Supporting Active Portfolio Management

When:  Oct 29, 2024 from 12:00 PM to 01:00 PM (MT)
Associated with  CFA Society Calgary

Join us for a fascinating webinar with Mark Webster discussing EFTs.

Exchange Traded Funds are unique instruments which increase investment efficiencies in many ways. ETFs can be used to replace single security risk, to improve execution, broaden diversification and to improve tax treatment.

ETFs were once an index-based instrument, but they have expanded dramatically to include option overlays, active management, and structured outcomes. Today’s ETF discussions cover more ground and delve into deeper recesses than was the case a few years ago. Issues of cost, risk, and opportunity cost when compared to Active management and access to trading continue to generate lots of interest. 

Despite having thrived for over thirty years, two ETF myths still persist:

• ETFs / Indexing drives the market;

• ETFs pose a structural threat to the market.

This session will cover ETF industry expansion and evolution, discuss emerging trends, compare ETFs to mutual funds, Pooled funds & Futures/Swaps and provide investors with a deeper understanding of how the ETF instrument and its supportive ecosystem can provide a valuable additional lever to investment strategies and execution.