VIRTUAL EVENTS
Inside the Fastest-Growing Corner of the Income ETF Market
While much of the income conversation has centered on covered calls and core bonds, autocallable ETFs have been steadily pulling assets, advisor attention, and a growing share of allocation discussions. The growth isn’t accidental. It’s a category that took economics structured notes have offered for years, stripped out the issuer credit and liquidity friction, and put them in a daily-liquid ETF wrapper.
GraniteShares and VettaFi are coming together for a state-of-the-category briefing: where flows are heading, what advisors are reallocating from, how the structure has held up across different rate and volatility regimes, and what to look for when comparing one product to another.
Whether you’ve already added autocallable ETFs to a model or you’re working through the category for an upcoming due diligence cycle, this session is built for the questions that come after the introductory pitch.
If you’d rather get ahead of where income allocations are heading than read about them in next quarter’s flow report, this is the session.
SUMMARY
What you'll learn:
- The flow story: where allocations to autocallable ETFs are coming from
- How observation dates, memory features, and call triggers shape actual payouts
- What happens at, near, and through the barrier, and why distance matters
- Tax and liquidity considerations vs. structured notes: what changes in practice
- A practical due diligence framework for comparing products in the category
This program is pending acceptance for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Will Rhind
Founder & CEOGraniteShares
Matthew Lamb, CAIA®
Portfolio ConsultantGraniteShares
Cinthia Murphy
Director of ResearchVettaFi
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