ETF Evolution: A Comprehensive Investment & Risk Management Workshop

From October 22, 2015 7:30 am until October 22, 2015 4:00 pm

At The Driskill Hotel Austin 604 Brazos Street, Austin, TX 78701, USA

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

This program is about the new world of ETFs and that means active and passive management, liquidity for the largest investors, a range of asset class exposures like no other investment segment, and strategies that far outnumber the way any traditional institutional exposure can be achieved. Assets in ETFs in the US 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 while over the same period mutual fund assets are expected to decline from the current $12 trillion and there will likely be similar declines in the separately managed account market segment. Why? Perhaps, ETFs really are a better “mouse trap.”

2015-10-22 07:30:00
2015-10-22 16:00:00