Dates and Locations

25 - 26 Nov

London, UK

London Chamber of Commerce >>

Course Outline: Investing in Exchange Traded Funds - Workshop

This 2-day workshop is designed for all market participants who are involved in using and marketing exchange traded funds. Delegates will learn how to use ETFs effectively as an investment vehicle with particular focus being given to asset allocation and investment strategies.

DAY 1
Part I
- An introduction to ETFs and how they work
- Market origins and growth
- Why use ETFs
- ETF providers and product types
- Asset allocation: passive or active investing?

Part II
- The advantages of using ETFs
- Fees and tax benefits vs. mutual funds
- UK and US regulatory issues

Part III
- ETF Indexes
- Stock and bond indices
- Index fund investing

Part IV
- Short selling with ETFs
- Arbitrage with ETFs
- Futures and options on ETFs
- Margin trading with ETFs
- Buy and hold strategies

DAY 2
Part I
- Investment strategies using ETFs
- Equity ETFs
- Money management and ETFs

Part II
- Other ETF markets: Fixed income, commodity, currency
- Speciality funds
- ETFs and imperfect markets: The case of China
- European ETFs

Part III - Specific ETF strategies
- Tax-loss offset strategies
- Sector rotation
- Hedging with ETFs

Part IV
- Case studies with Dan Draper, Lyxor Asset Management