Guide To ETFs
FTSE Group, one of the world’s largest ETF index providers and London Stock Exchange, the home of Exchange Traded Funds (ETFs) in Europe, have teamed up with experts from all corners of the European ETF market to provide the essential starter guide to Exchange Traded Funds. Learn what ETFs are, how they work, the markets and asset classes they cover, how they can be used and much more. Click below to get started.
Introducing ETFs
Multi-award winning ETF industry veteran and founder of ETF consultancy ETF Global Insight, Deborah Fuhr gives an introduction to ETFs - explaining what they are, how they work and some points to consider when starting with ETFs.
The E - The Role of the Exchange
London Stock Exchange’s Gillian Walmsley explains what function the exchange plays in ETFs, why London is the capital of Europe’s ETF industry, and the ETF tools and information available from the exchange.
The T - The Role of the Liquidity Provider
John Keogh, Managing Director of Susquehanna International Securities, explains the role of the liquidity provider, the lifecycle of an ETF trade, and the importance of liquidity in ETFs.
The F - From Index to ETF
Carmen Gonzalez-Calatayud, ETF Product Specialist at HSBC Asset Management, explains how an ETF issuer chooses an index, how an ETF tracks an index, and why tracking error can occur.
The Role of the Index Provider
Jonathan Horton, Head of FTSE’s Exchange Traded Products Group and President of FTSE North America, explains the differences between the index and the ETF, how indices are built and calculated and how index providers classify and define markets.
Section 2: Products and Markets
Different Types of ETFs
Michael John Lytle, Chief Development Officer at Source, dives into the asset classes covered by ETFs, the different ways ETF providers can replicate an index, and how ETFs can provide access to hard to reach markets before finishing with ideas for where to start when researching ETFs.
Passive Investments Compared
Nick Blake, Head of Retail for Vanguard Investments, discusses the advantages and disadvantages of index-tracking products and takes a look at similarities and differences between ETFs and other funds.
Choosing and Using ETFs
Ursula Marchioni, Director of iShares, looks at the different ways ETFs are used in portfolio construction, and offers guidance on what to look at and consider when choosing an ETF.
Trends in European ETFs
Manooj Mistry, Deutsche Asset and Wealth Management's Head of Exchange Traded Products, looks at some of the trends in ETF usage across Europe, the breakdown between equities, fixed income and commodities, and describes some of the more popular ways that European investors are using ETFs.
Accessing Emerging Markets
Dr Peter Westaway, Head of Investment Strategy and Chief Economist of Vanguard Investments looks at the challenges and opportunities in Emerging Markets and discusses what investors should consider when assessing Emerging Market Indices and ETFs.
Section 3: Next Generation ETFs
The Weight Debate
Ben Thompson, Director of Business Development at Lyxor ETF, looks at the different ways that index providers can select and weight securities in an index, what these approaches seek to achieve, and how investors are using alternatively weighted ETFs.
Short and Leveraged ETFs
Hector McNeill, Co-CEO of Boost ETP, introduces Short and Leveraged ETFs exploring the ways they can be used in an investment portfolio, and offers some comparison points to other products such as spread betting and CFDs.
ETFs on Fundamental Indices
Bryon Lake, Director at Invesco PowerShares (EMEA), looks at ETFs that track fundamental indices. Bryon looks at the differences to traditional ETF products, the types of exposures that are available, and the ways that investors are using these alternatively weighted ETFs
Section 4: Fixed Income ETFs
Fixed Income ETFs
Lida Eslami, Listed Product Manager, London Stock Exchange, explains the role of an exchange in the creation and trading of fixed income ETFs.
Fixed Income Indices
Mirella Vlad from FTSE MTS Indices discusses how fixed income indices compare to equity linked products and explains the unique price discovery embedded in FTSE MTS.
Fixed Income ETFs
Chanchal Samadder, UK and Ireland Institutional Sales for Lyxor Asset Management, describes the nuances of fixed income ETFs, the importance of choosing the right bond index, and key things investors should consider when selecting a fixed income ETF.
Fixed Income Indexes in Canada
Marina Mets, Director of FTSE TMX provides an overview of FTSE’s Canadian fixed income index range and explores their applications for institutions and product issuers.
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