How and Why to Consider

Smart Beta ETFs

 

Wednesday, September 26, 2018 at 11:00 am EDT | 4:00 pm CET

Advisors face a myriad of choices when it comes to identifying the best ETFs, particularly as new products continued to emerge over the last three years. Knowing how to guide your clients through the complexities of the various ETF offerings is critical to providing objective guidance.

Join CFRA’s Todd Rosenbluth, Head of ETF & Mutual Fund Research, and our panel of experts from BlackRock, JP Morgan, and OppenheimerFunds, as we review the growing usage of smart beta equity and fixed income ETFs and the appeal of these strategies for investors.

During this session, we will discuss:

  • Where the money has been flowing in 2018 and what’s different from prior years
  • Attractive areas of investment heading into 2019
  • How to use these strategies to complement an existing portfolio

Speakers

  • Holly Framsted, US Head of iShares Factor ETFs
  • Yasmin Dhaya, Executive Director, Head of Americas Beta Specialist Team, J.P. Morgan Asset Management
  • David B. Mazza, Senior Vice President and Head of ETF Investment Strategy, OppenheimerFunds, Inc.

Moderator: Todd Rosenbluth, Head of ETF & Mutual Fund Research, CFRA

 

Related Documents

Except as noted below, by completing this Webinar Registration Form you hereby acknowledge and agree that your name and contact information may be shared with the presenters of this webinar, and that otherwise your personal information may be used and processed in accordance with CFRA’s Privacy Notice located at https://newpublic.cfraresearch.com/legal/.

 

Learn more about CFRA's acquisition of S&P Global's Equity and Fund Research here.

This session qualifies for continuing education credit through the CFP Board. To receive credit, please include your registration number.

Check this box if you do not want your name and contact information shared with webinar presenters.