Inaugural ETF & Indexing Forum

On April 17, 2015 Save to calendar

At University at Albany University at Albany, 1400 Washington Avenue, Albany, NY 12222, USA

This forum has been designed as an intensive one-day, academic and educational session focusing on new ways in which institutional investors can better manage their investments. The program is centered on the adoption of exchange traded funds (ETFs), which have been around for over 20 years, yet are only now starting to be used by pension, endowment, foundation, union and similar type investors. The lack of usage by institutional investors in the past has had much to do with perception. Several common misconceptions are that ETFs are only based on benchmark indexes, have a high cost versus other common investments, and are too illiquid for the typically large allocations of institutional investors, among other reasons.

This program is about the new world of ETFs, including active and passive management, liquidity for the largest investors, a range of asset class exposures unlike any other investment segment, and strategies that far outnumber the way traditional institutional exposure can be achieved.

Assets in ETFs in the U.S. alone reached over $2 trillion at the end of 2014, and industry forecasts indicate that number to grow to $5 trillion over the next five years. Over the same period, mutual fund assets are expected to decline from the current $12 trillion. In addition, there will likely be similar declines in the separately managed account market segment. Why? Perhaps, ETFs really are a better “mouse trap.”

2015-04-17 00:00:00
0000-08-18 20:00:00