Best Practice Forum - Exchange Traded Funds (ETFs)

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The Financial Standard Best Practice Forum on Exchange Traded Funds (ETFs) is part of Financial Standard's Best Practice Series.

The evolution of ETFs has continued over the last year, with 27 new products being launched and FUM growing by a staggering 32%. However, this growth has moved ETFs further into the mainstream and the questions around ETFs are transitioning from those enabling advisers to understand ETFs, to those empowering advisers of how to best implement ETFs into a client's portfolio.

The ETF Forum will explore this evolving space, demonstrating how a financial adviser can navigate the suite of new products, such as active and fixed income ETFs, while also discussing how ETFs can best be incorporated to future proof and stabilise your client's portfolio.

Hear from experts in ETFs and evolve your understanding of this diversified, low-cost and liquid investment solution.


THURSDAY
16 MAY 2019

8:30AM - 3:00PM

MAYFAIR BALLROOM
GRAND HYATT
123 COLLINS STREET
MELBOURNE VIC 3000
$120 + GST
FOR FINANCIAL PLANNERS
$495 + GST
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Financial Standard Best Practice Forum - Exchange Traded Funds Registration$495.00$0.00
Financial Standard Best Practice Forum - Exchange Traded Funds Registration (Financial Planner Special)$120.00$0.00
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  Agenda
The agenda is subject to change
 
8:30am Registration
9:00am Welcome Note
9:05am Establishing a healthy ecosystem for ETF investing
John Dyall, Rainmaker Information
  • What is an ideal environment that is healthy for ETF investing?
  • A discussion of the changes necessary to move towards a healthier ecosystem
  • How will product providers have to shift their thinking to ensure their long term success as an ETF provider?
9:30am Into the next decade of ETFs
Raf Choudhury, Senior Investment Strategist, State Street Global Advisors
  • Elaborating on the changes that have occurred in the ETF market in 2018 and what does 2019 have in store?
  • What impact will changes have for advisers and your clients?
  • How do advisers build a future proof portfolio using ETFs?
10:05am Morning tea
10:30am The choice between smart beta and active ETFs
Russel Chesler, Director - Investments, VanEck
  • An overview of the history and growth of smart beta
  • Exploring the differences between smart beta and active ETFs
  • How will smart beta products be different in your clients portfolio in the future?
11:05am Constructing a portfolio using ETFs
Dugald Higgins, Head of Property & Listed Strategies, Zenith Investment Partners
  • What are the key benefits of using ETFs in your client's portfolio?
  • How to best combine passive, smart beta and active management strategies
  • How ETFs can be used alongside other investment products
11:40am Understanding the role of ESG in portfolio construction
Emma Kirk, Key Account Manager - Listed Funds, Magellan Asset Management
  • Latest thinking on ESG and impact on portfolio returns
  • Analysis of screening methodologies
  • Building a case for ETF portfolios with an ESG overlay
12:15pm Lunch
12:50pm Understanding next generation in fixed income ETFs
Peter Harper, Executive Director, BetaShares
  • How do fund managers look to achieve alpha with fixed income ETFs?
  • What do the wave of fixed income active ETFs mean for your clients?
  • Selection checklist when choosing fixed income ETFs
1:25pm Adviser Panel session: ETF implementation and the role of product providers
  • The role of ETFs in portfolio construction and risk management
  • Comparison of ETFs: Which ones work best and what else would you like to see?
  • Robo-advice and ETFs - challenges and opportunities in the digital economy
2:00pm Closing remarks
2:05pm Networking
 
  2018 Gallery
 
  2018 Highlights
 
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