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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​​​​

 Dates and Location

April 25, 2018

12 pm - 2 pm

Location TBD​

Click here​ to register.