WEBCASTS
Looking Under the Hoods of ETFs
Buying cars can teach you a lot about buying ETFs. With both purchases, total cost of ownership goes beyond the sticker price. By looking under the hood, you can make more informed decisions to help your clients select the investments that best meet their needs.
In this upcoming webcast, American Century Investments and ETF Trends lift the hood on ETFs and break down the various costs of ownership.
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SUMMARY
Tom Lydon, CEO of ETF Trends, will be moderating this discussion on:
- The three categories of costs that drive total cost of ETF ownership
- New rules of the road for making a thorough inspection before purchase
- Inside tips to avoid the unforeseen
- Strategies to diversify your clients' portfolios
Not accepted for one hour of CFP/CIMA 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.
SPEAKERS
Edward Rosenberg
Head of Exchange Traded FundsAmerican Century Investments
Sandra Testani, CFA, CAIA
Director of Product Management - Alternatives and ETFsAmerican Century Investments
Tom Lydon
CEOETF Trends
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Important Disclosures
Exchange Traded Funds (ETF) are bought and sold through an exchange trading at market price (not NAV), and are not individually redeemed from the fund. Shares may trade at a premium or discount to their NAV in the secondary market. Brokerage commissions will reduce returns.
The information is not intended as a personalized recommendation or fiduciary advice and should not be relied upon for investment, accounting, legal or tax advice. No offer of any security is made hereby. This material is directed to professional/ institutional clients only and should not be relied upon by retail investors or the public.
American Century Investments, ETF Trends and ETFdb.com are not affiliated investment companies.
For Financial Professional Use Only / Not for distribution to the public.
© 2018 American Century Proprietary Holdings, Inc. All rights reserved.