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A Member of the CFA Institute Global Network of Societies

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 ​ETF Due Diligence & Analysis Tools via BLOOMBERG

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: $​30

Non-Members: $40

Currency: U.S. Dollar ($)

 Dates and Location

Coming soon.​

 Discounts & Refunds

Group Discount: Organizations are eligible for a 10% discount when registering three or more people for an event. You may register multiple people, by selecting the Add Person button, after registering the first attendee. All registrations must be processed at the same as the 10% discount will automatically be applied at checkout.

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