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The Total Cost of ETF Ownership: Looking Under the Hood of ETFs

The Total Cost of ETF Ownership: Looking Under the Hood of ETFs

October 24, 2019 | 2:00 p.m. EST
Complimentary to Investments & Wealth Institute Members!

Buying cars can teach you a lot about buying ETFs (Exchange Traded Funds). With both purchases, total cost of ownership goes beyond the sticker price. By looking under the hood, you can make more informed decisions to help your clients select the investments that best meet their needs. Hear from Edward Rosenberg, Head of Exchange Traded Funds at American Century Investments®, as he lifts the hood on ETFs and breaks down the various costs of ownership.

What You’ll Learn:

  • The three categories of costs that drive total cost of ownership
  • New rules of the road for making a thorough inspection before purchase
  • Inside tips to avoid the unforeseen

Speakers

Ed Rosenberg, Senior Vice President and Head of Exchange Traded Funds, American Century Investments

Ed Rosenberg is senior vice president and head of exchange traded funds for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. Before joining American Century Investments in 2017, Ed was a senior vice president and head of ETF capital markets and analytics at Northern Trust’s FlexShares. Previously, he was director and head of capital markets and analytics at Russell Investments. Prior to that, Ed was an ETF product manager at Vanguard. Ed holds a bachelor’s degree in business administration from Muhlenberg College, and a master's degree in business administration from Pennsylvania State University.

Sandra Testani, Director of Product Management, Alternatives and ETFs, American Century Investments

Sandra Testanni leads product management for American Century ETFs and liquid alternative strategies where she drives strategic product initatives to launch new products and implement changes to existing product lines. She works closely with CIOs, portfolio managers and analysts to understand each strategy's investment process and is responsible for developing messaging, competetive positioning and sales-force education. In addition, she conducts in-depth market, asset class and category research studies taht support her coverage areas. Prior to joining American Century Investments in 2015, she spent 15 years as a vice president at AllianceBerstein, focusing on product management and development for the firm's alternatives platform across its private client, institutional and retail distribution channels. She has worked in the investment industry since 2000.

Registration & Fees (USD)

  • $0 Member
  • $75 Nonmember

Register

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Continuing Education 

Learners must be logged into the webinar delivery platform on October 24, 2019 for the entire webinar to receive the corresponding continuing education (CE) credit. Pending approval, the following entities will accept it for CE credit:

Investments & Wealth Institute®

  • 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications, pending approval
  • Automatically added to certification record within 2 weeks of the event 

CFP Board

  • 1 hour of CE credit for CFP® certification, pending approval
  • Automatically added to certification record within 2 weeks of the event 

Note: In order for CE reporting to take place, you must enter your Institute ID and/or CFP Board ID number in the GoToWebinar platform when you join the webinar.

Access Instructions

After registering on this website, you will receive an email that will include both a link to additionally register in the GoToWebinar platform and an option to add the event to your calendar. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you do not receive this email within one hour of registering on the Institute website. We highly recommend that you test the GoToWebinar platform on your device the day before the event to ensure your participation.

Recording

If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within two weeks of the event, and it will be available for viewing for one year. Please note: you can only receive credit one time for viewing this program (live or recorded).

Special Thanks