Master ETFs in Portfolio Construction: IWI's Advanced Seminar

Posted by Allison Edmondson, Director of Communications

Jun 29, 2018 3:00:00 PM

Denver, CO — June 29, 2018The financial industry has adopted the use of exchange-traded funds (ETFs) at an unprecedented rate due to the flexibility, liquidity, and diversity of ETF products. Helping advisors understand this trend and how best to use ETFs as part of their clients’ overall investment strategy is the goal of the Investments & Wealth Institute® (formally IMCA) Focus on Advanced Portfolio Construction with ETFs workshop scheduled for July 12 at the Seaport Hotel & World Trade Center in Boston. 

Event attendees can expect to learn how to perform due diligence, and manage client risk effectively while using ETFs through a variety of sessions led by industry experts. Highlighted sessions include:

  • The Evolution of Indexing, an overview of ETFs, with Dave Nadiq, chief executive officer,

  • Innovations in Indexing: How to Evaluate, a discussion on how best to evaluate ETF strategies, with Raina Oberoi, executive director, MSCI, and Rolf Agather, CFA®, managing director of North America research, FTSE Russell, and Dave Nadiq. 

  • Factor Tilting or Factor Timing: Which to Use, an exploration of factor-based strategies and when to use them, with Ward Bortz, director, BlackRock, Factor-Based Strategies Group, and Tony Davidow, CIMA®, vice president and alternative beta and asset allocation strategist, The Schwab Center for Financial Research.

  • Stop Debating: Incorporating Active and Passive Management, an examination of active and passive portfolio management strategies, with Maddi Dessner, CFA®, client portfolio manager, J.P. Morgan Asset Management.

“As the trend towards using ETFs in portfolio construction continues to grow, it is important for advisors to understand the range of opportunities these funds can provide,” said Devin Ekberg, CPWA®, CFA®, managing director of education. “Seminar participants can expect to go beyond a foundational level of knowledge with sessions designed specifically to provide practical, actionable takeaways for advanced professionals.”

To learn more or register for the Focus on Advanced Portfolio Construction with ETFs seminar, visit the event’s landing page.

Institute Focus Series events are designed to help investment and wealth professionals explore significant issues facing the industry in an in-depth exploration of a single topic. Based on the association’s Investments & Wealth Competency Matrix, a framework designed to ensure that the Institute’s advanced education remains on the forefront of an evolving profession, the matrix defines the competencies that investment and wealth professionals need to exceed a high-net-worth individual or an institutional investors’ expectations. 


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