Description
Exchange Traded Funds have been leading the charge with investor flows over the last several years, while equity and bond mutual funds have experienced significant outflows. Beyond ETFs and mutual funds, many advisors are also contemplating the role of SMAs.. But what is it that is spurring this mass exodus from mutual funds. This presentation will compare and contrast ETFs, mutual funds and SMAs and attempt to provide some context around what forces are driving these trends. We will also spend time discussing how we see advisors incorporating ETFs into their practices, and cover some tips and best practices for trading ETFs. Following this presentation we hope attendees walk away with an improved understanding of:
• How these investment vehicles work
• The benefits and limitations of such structure and considerations for using them across asset classes
• The tradeoffs for using each structure to build portfolios for your clients
Learning Objectives
Advisor’s will gain a better understanding of the differences between mutual funds and ETF’s and what the landscape looks like today, in terms of flows. They will also learn how they can efficiently incorporate ETFs into their practice, including best practices for trading and resources available to them at their custodian. They hear answers to commonly asked questions about ETFs, such as how the in-kind trading mechanism works and how to evaluate liquidity and spreads. We will also look at the mechanics of Separately Managed Accounts and to help advisors evaluate these options relative to other investment vehicles.