Exchange Traded Funds - Rewards in using ETFs in Portfolios

Exchange Traded Funds - Rewards in using ETFs in Portfolios


The Australian exchange traded funds (ETFs) industry is now in excess of $20 billion and is growing at an extraordinary pace. 

ETFs are a great way to diversify and protect your clients' portfolios, whether you're helping them build wealth or preparing them for a comfortable retirement.

Join us for portfolio construction session using ETFs. Attendees will be provided with ongoing access to a portfolio modelling tool that will allow you to measure the level of risk in a client's current portfolio and compare the result against a proposed portfolio. 

The Agenda:

  • The robust ETF structure and the benefits it brings to the advice process
  • Access to a portfolio modelling tool to help you calculate the level of risk in client portfolio
  • Solutions to diversify client portfolios across asset classes to complement your Australian equity value proposition
  • 14 trading ideas in 14 minutes

 

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