Beyond Passive… Why Advisors are Increasingly Looking Beyond Passive ETFs for Their Clients

Throughout both equities and fixed income, active management in ETFs is on the rise. Active management manifests in many ways, including the enhanced ETF, which offers the potential for excess returns while being benchmark aware, making it appeal to investors interested in both passive and active management. Join the experts at Fidelity on Friday, November 17th to learn how enhanced ETFs can compliment your portfolio.

November 17, 2023
10am PT | 1pm ET
1 CE Credit
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Topics will include:

  • The growth of active management and how advisors should approach it.
  • Opportunities for stocks and bonds in the current market.
  • An overview of Enhanced ETFs and a robust discussion of how they can potentially offer more than passive ETFs.
  • A breakdown of the Fixed Income market and opportunities within Fidelity’s FBND ETF.

Accepted for one hour of CFP/IWI/The American College Board CE credit for live and on-demand attendees

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.


Celso Muñoz, CFA

Portfolio Manager
Fidelity Investments

Denise Chisholm

Director of Quantitative Market Strategy
Fidelity Investments

Jessica Stauth, PhD

CIO Active Strategies, Quantitative Research and Investments
Fidelity Investments

Ryan McKee, CIMA

Regional Director
Fidelity Investments

Todd Rosenbluth

Head of Research

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Important Disclosures

This complimentary webcast is for financial professionals only and is closed to the public.

Fidelity Investments® is an independent company, unaffiliated with VettaFi LLC (“VettaFi”). There is no form of legal partnership, agency affiliation, or similar relationship between VettaFi and Fidelity Investments, nor is such a relationship created or implied by the information herein. By sponsoring this webinar and providing access to its proprietary content and resources, Fidelity Investments shall not be deemed to have adopted, endorsed or otherwise be entangled with the VettaFi content included herein.