Euromoney Audit Training

Course overview

ETFs offer access to some of the most important investment themes in global financial markets. Since
ETFs were first introduced in 1993, they have broadened the investment opportunity set for both
institutional and retail clients. Many commentators believe that ETFs have the power to change the way
we go about investing and they have the potential to usher in a new era of low cost, flexible investing.

The Global ETF landscape has undergone significant change in recent years and this dynamic industry is likely to evolve further as more and more investors embrace the increasing range of applications that this
investment structure can be used for.

Why an ETFs Masterclass?

This unique masterclass will help you navigate the rapidly evolving world of ETFs and understand the role of the different players in the structuring, management, administration and marketing of ETFs.

Identifying an interesting investment opportunity is only half of the battle, the other half relates to how
it can be implemented quickly and in a cost efficient manner. This masterclass will teach you how to
act on your insights and investment views with the speed, control and efficiency once the preserve of the
smartest hedge fund managers.

The masterclass analyses and explores all the components of the ETF structure from how they work,
to their creation and construction to how they can be used in a wide range of investment strategies.
The programme will also help you to understand the role of the different players in the structuring,
administration and marketing of ETFs.

Finally, the ingredients for a successful ETF launch are covered and the steps to follow in designing
an ETF operational platform and infrastructure.

Summary of course content

• Understand the growth dynamics of this rapidly evolving industry
• Understand the various ETF structures and ETF operations
• Understand the arbitrage transactions critical to an ETF’s successful operation
• Devise an asset allocation strategy using ETFs
• Construct more efficient equity and fixed income portfolios using ETFs
• Use Tactical Asset Allocation frameworks to trade ETFs
• Design an ETF with staying power
• Understand the role of the different players in the structuring, administration and marketing of ETFs
• Prepare the registration work for a successful ETF launch
• Establish an ETF operational platform and infrastructure
• Embark on a successful ETF Launch
• Market and position ETFs correctly with your clients

Who should attend?

• Asset allocators/portfolio strategists
• Portfolio managers
• Investment advisors
• Product developers
• Marketing and distribution professionals
• Private bankers/wealth managers
• Equity and fixed income analysts
• Hedge fund analysts
• Fund structurers
• Fund administrators
• Family office managers

Supporting publication

 

• Bernard Duffy

  Bernard Duffy is a dedicated training solutions provider to the Global Wealth Management and Fund Management industries. His consultancy specialises in the design and delivery of training programmes across the full spectrum of products and asset classes, both traditional and alternative. He is highly respected for his ability to integrate selling skills training with complex product training in an informative and entertaining style.
  
  Bernard began his investment management career with Abbey Life in Dublin before moving to London in 1985 to work for Irish Life Assurance Plc. At Irish Life, he was responsible for investment product marketing and new fund launches and was responsible for the company's successful entry into the single premium bond market. He joined County Bank at the end of 1986 as Research and Development executive in the unit trust division. In 1987 he transferred to the pension fund department, assuming responsibility for the management and performance of Canadian equity investments. In 1991, he was seconded to the European equity desk to manage a research project on smaller European companies. At the end of 1992, he was appointed head of the North American equity desk.
  
  Bernard has a B.A.(Hons) in Economics and Politics, an M.A. in Development Economics and an M.B.A. in Finance from City University Business School in London. Bernard is the course director and lead trainer on a number of Euromoney training programmes. He has undertaken numerous training assignments throughout Europe, Asia and the U.S.A. for leading private banks and asset managers. In 2007, Bernard founded a boutique asset manager focused on researching and investing in a broad range of emotional assets from fine art and rare stamps to diamonds and classic cars.
  

  Courses run by this instructor

  • Asian Investment Management School
  • Pension Fund Strategy

Interested in holding this course in-house? Please fill out your details and a member of our team will be in touch with more information.

Portfolio Performance Measurement and Attribution Analysis

15-17 Oct 2012 (Singapore, Singapore)

This course is designed to bring all analysts, investors, risk managers and other stakeholders up to date with current developments in portfolio performance measurement and performance return attribution.

Asian Investment Management School

3-7 Sep 2012 (Hong Kong, Hong Kong)

This 5-day intermediate course equips investment professionals with practical approaches for today's unique investment conditions.

Strategic Portfolio Management and Asset Allocation

11-14 Sep 2012 (Singapore, Singapore)

The aim of this course is to further develop the skills, competencies, and knowledge needed to achieve investment objectives by managing and controlling investment risk and enhancing the returns of investment portfolios.

Hedge Funds and Alternative Assets

13-14 Dec 2012 (Hong Kong, Hong Kong)

A comprehensive overview of the products, structures, investment methodologies, regulatory environment, performance measurement, due diligence and risk management of hedge funds

Pension Fund Strategy

28-30 Nov 2012 (Singapore, Singapore)

This comprehensive course addresses many of the pension issues from both the asset and liability perspectives to give you a holistic appreciation of the complex issues involved.

Global Macro Allocation Strategies

3-6 Dec 2012 (Kuala Lumpur, Malaysia)

This course will advocate an holistic approach to macro market analysis and investing and will explain this approach by examining inter-relationships across all relevant asset classes as expressed in the day to day co-movements revealed in global markets.

Private Equity and Leveraged Transactions

18-20 Jun 2012 (Singapore, Singapore)
10-12 Dec 2012 (Hong Kong, Hong Kong)

This course reviews critical aspects of private equity and includes the analysis of several private equity deals and leveraged buyouts, including a series of Asian transactions.