Investing with ETFs
CPD 1.5 Hours
Despite being a couple of decades old, ETFs are one of the fastest-growing segments of the investment management business. This course aims to enhance your understanding of investing with ETFs.
1.1 What is an ETF?
2.1 Low Costs
2.2 Liquidity
2.3 Transparency
2.4 Access
2.5 Tax Efficiency
3.1 Creation/Redemption Process
3.2 How Fair Value Is Assessed
4.1 Key Issues
4.2 How Does an ETF Select the Stocks Included in the Fund?
4.3 How Does the ETF Weigh Those Stocks Once They Are on the List?
4.4 International Equities
5.1 Credit Quality
5.2 Duration and Maturity
5.3 Currency and Country Risk
5.4 Bond ETFs are Not Bonds
5.5 Tracking Error
5.6 Price Discovery
6.1 Commodity ETFs
6.2 Components of Futures-Based ETF Returns
6.3 The Challenge of Commodities Indexing
7.1 Main Objectives
7.2 Absolute Return ETFs
7.3 Volatility ETFs
8.1 Leveraged ETFs
8.2 Swap-Based vs Futures-Based
8.3 Applications of Leveraged ETFs
9.1 ETFs in Strategic Portfolio
9.2 Tactical Adjustments Using ETFs
9.3 Factor-Based Investing with ETFs
9.4 Thematic Exposures Using ETFs
9.5 ETF Option Strategies
Instructions
Questions