Best Practice Forum - Exchange Traded Products (ETPs)

Offering 5 CPD hours - subject to FPA approval.

The Exchange Traded Products (ETP) Forum is a part of Financial Standard's annual Best Practice series for the financial advice community.

Investing has changed and the products offered are evolving quickly. ETPs are not just another distribution channel. They are a vehicle for innovation.

As asset classes increase in number and sophistication, investors are rapidly discovering that these products are an excellent investment option to diversify, limit risk and capitalise on opportunity.

Commit to being at the forefront ETP practice and knowledge by attending the ETP Forum 2022, in person or virtually.

CPD Information

Financial Standard's Best Practice Forums are accredited by the Financial Planning Association (FPA) for CPD hours aligned to FASEA learning areas and ASIC Knowledge Requirements.

In 2021, the program was accredited by the FPA for 4.5 learning hours.

If you are after additional professional development content or would like to access the CPD content from previous forums, please visit Financial Standard's CPD program FS Aspire CPD.

8:30am

Registrations and coffee cart open

8:55am

Welcome from Financial Standard

9:00am

Overview on the Australian ETP market from the perspective of:

• Funds flow of the most popular strategies.
• New product trends.

John Dyall
Head of Investment Research, Rainmaker Information

Find out more about John

John Dyall has over 20 years of experience working with clients on both the institutional side (large superannuation funds) and retail side of investment advice. Currently Head of Investment Research at Rainmaker Information. John has a Bachelor of Business in Economics and Finance from Royal Melbourne Institute of Technology (RMIT University) and has been a CFA charterholder since 1998.

9:30am

The Mathematical Wizard of Oz

• Australian equities dominate most Australian investors' portfolios, but what is the best approach to take?
• From his actuarial point of view, Cameron will untangle the Australian equities complex.
• The outcome of active, passive and factor-based approaches will be considered as well as what the implications for Australian investors are.

Cameron McCormack
Portfolio Manager, VanEck

Find out more about Cameron

Cameron leads investment performance analytics for the firm and is responsible for trade execution for equity and fixed income ETFs. Cameron was previously at Pacific Life Re Australia where he worked in the pricing and client solutions teams. Cameron graduated with a Bachelor of Commerce majoring in Actuarial Studies and Finance from the University of New South Wales and is an Associate of the Society of Actuaries (ASA).

10:10am

Theme ETFs: exciting investment trends in growth sectors.

• What's the business case?
• A behind the scenes look at a themed case study.
• How to identify a good theme.

Panel session by Cboe Australia

10:50am

Morning tea

11:20am

Topic TBC

James Holt
Director, Investment Solutions, Perpetual Asset Management Australia

Find out more about James

James is responsible for the listed and direct investment businesses and providing technical investment support to stockbrokers, financial advisers and investors of Perpetual Investments' funds. James has worked in the financial services industry for over twenty years. Prior to joining Perpetual Investments in 2014, James was a Director and Investment Specialist with the Portfolio Management Group of BlackRock Australia. Prior to this, he has worked for BT Financial Group, Zurich Scudder Investments and Macquarie Bank. James has presented to numerous audiences of advisers and investors and has appeared in various media including CNBC, Sky News and the ABC. His articles have appeared in various publications including the Journal of Investment Strategy. James graduated with a Bachelor of Economics from the Australian National University in 1996. He is a Certified Investment Management Analyst (CIMA) and previously lectured on "Managing an International Equity Portfolio" through Kaplan. He has completed the Perpetual Equity Investment Analyst Program (IAP). He is a Graduate Assessor at Perpetual and an industry participant and mentor of the Future IM/Pact Program to help bring greater diversity to investment management.

12:00pm

ESG & greenwashing: how did the investment industry end up here?

• Why how investment returns are generated is crucial
• Why ESG is controversial - and, hence, very, very difficult
• Why outcomes are more important that "good intent"

Jan van der Schalk
ESG Investment Specialist, Platinum Asset Management

Find out more about Jan

​​​​ Prior to Platinum, Jan has had a varied career across various financial markets: he has been Insurance & Diversified Financials analyst for both Ausbil Investment Management and CLSA Australia (where he was also Head of ESG). Jan came to Australia in 2001 and set up IAG Re (part of IAG) and subsequently headed up Asset Management and Reinsurance at IAG, as well as being a member of the Executive Team. Prior to coming to Australia, he worked in Bermuda as part of the team which set up Tempest Re (1994) which was subsequently bought by Chubb Insurance.

12:40pm

Adviser panel: Interest rates and inflation going up, while equities and geopolitical stability going down

Our panel shares their expert advice on how they use ETPs to protect capital and thrive in turbulent times.

Moderator: Natalie Grey, Senior Sales Manager, SSGA Australia

1:20pm

Closing remarks and lunch

Please only provide your business details in the below contact form. Your details will also be shown on your CPD certificate.