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A Member of the CFA Institute Global Network of Societies

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 Bloomberg Terminal ETF Due Diligence Training

Course Goals and Overview:

​​Take advantage of this rare opportunity to get live, in-person training from an expert and former chief architect, who helped develop many of the ETF analysis capabilities on the Bloomberg terminal. 

Learning Objectives:
  • ​Accessing ETF Industry Flows across all asset classes
  • Utilizing ETF Due Diligence tools
  • Evaluating ​​​underlying ETF liquidity
  • Building comparison reports for ETFs and Mutual Funds
  • Factor Decomposition of ETFs & Portfolios
  • Fixed Income ETF performance & attribution analysis
  • Calculate Fixed Income ETF risk statistics
  • ETF Institutional Ownership
  • Accessing Industry news across all asset classes
  • ​Retrieving ETF research on the Bloomberg Intelligence Platform
  • Building index reports across all asset classes
  • Evaluating holdings data for all ETFs
  • ​Building risk-return due diligence reports on ETFs
  • Accessing the total trading costs, securities lending, management fees and other fees associated with ETFs
  • Evaluating all Creation-Redemption Costs for an individual ETF​

 Who Should Attend:​
  • ​Anyone who uses a Bloomberg terminal and is interested in the ETF industry
​​

 Registration Fees

​CFAW Members: $​25.00
​​Non-members: $35.00​​​​

Currency: U.S. Dollar ($)

 Dates and Location

Location & Registration
Coming Soon

 Discounts & Refunds

Group Discount: Organizations are eligible for a 10% discount when registering three or more people for an event. All registrations must be received at the same time. Email all discount registrations together to events@cfawashington.org

Cancellations, Substitution, and Refund Requests

 
  • Substitutions are welcome at any time.
  • Cancelations must be made in writing and emailed to events@cfawashington.org   on or before 5 business days prior to the event.
  • No refunds will be processed after 5 pm ET, 5 business days prior to the event. 
  • A $25 administrative fee will be applied to all cancellations.​
  • Refunds will not be issued for no shows