Exchange Traded Funds (ETFs) Comprehensive Course

 Location: London (Central)

Who should attend?

Financial advisers who may be including ETFs in their portfolio recommendations in the future, or staff of financial institutions who will be coming across them in their work.

Roles that would benefit from attending courses would be:

Independent financial advisers
Financial advisers, wealth management advisers within retail banking
Product design and management at ETF sponsors/providers
Portfolio managers at ETF sponsors/providers
Sales, marketing, distribution, investor services and relationship management at ETF sponsors/providers
Investment professionals and strategists at asset managers, wealth managers, private banks
Traders at investment banks, market makers
Index design, compilation and relationship management

Course categories:Debt / Fixed Income Courses, Asset Management Courses, Capital Markets Courses, Commodities Courses, Equities Courses, Trading Courses, Asset Management Inhouse, Capital Markets Inhouse, Commodities Inhouse, Debt / Fixed Income Inhouse, Equities Inhouse, Trading Inhouse

COVERED TOPICS

Introduction
-    What’s covered
-    Aims & objectives

ETFs in the context of the development of collective investments – a timeline

Methods of ETF Construction

-    In-kind (physical) replication
-    Swap-based (synthetic) replication i) funded ii) unfunded
-    Third generation swap-based ETFs
-    Sampling or optimised methodology

ETFs and Regulation Under UCITS

-    The basic requirements of UCITS lll
-    How UCITS applies to swap-based ETFs
-    The controversies around swap-based ETFs
-    Recent and upcoming changes
-    The US, beyond the jurisdiction of UCITS

The Role of Indices in ETFs (focusing primarily on equity ETFs)

-    Market capitalisation-weighted indices
-    Style indices
-    Fundamentally-weighted indices
-    Free float adjustments
-    Stock capping
-    Equity ETFs and dividends

ETFs for Other Asset Classes

-    Fixed Income ETFs
-    Cash ETFs
-    Credit ETFs
-    Currency ETFs
-    Property ETFs

Exchange Trade Commodities/Commodity ETFs

-    Physically-based ETCs
-    ETCs based on commodity futures – the importance of futures roll, contango and backwardation
-    Tracking brad commodities indices
-    ETF strategies for dealing with futures roll
-    Total return, the 3rd element of ETC returns
-    ETCs and regulation

Advanced ETFs

-    Leveraged and short ETFs
-    Active ETFs
-    ETFs mimicking hedge funds

ETF Practicalities (Part l)

-    Uses of ETFs
-    What you need to know about an ETF
-    Sources of information
-    Identifying ETFs
-    ETF Regulation, custody and taxation
-    ETFs and currency
-    ETFs and liquidity

ETF Practicalities (Part ll)***

-    Weighing up the ETF approach to investing vis a vis other collective investments
-    ETFs and investment concentration
-    ETFs, how often to trade
-    ETFs, does a self-investing approach really work?
-    Do ETFs work well in a client advisory context?

REGISTRATION & PRICING INFORMATION

For more information or to be contacted by the event provider please fill this form:

The registration is closed

Price: 1,995.00 GBP
Location: London (Central)
Event date: 26.03.2012 - 27.03.2012
Event duration: 2 Days
Event time: 09.30 h - 17.00 h

ADDITIONAL DATES

CONTACT US

Email: info@financialveritas.com

Phone: +44 208 133 5917