VIRTUAL EVENTS
Rethinking Active and Passive Investing with Data-Enhanced ETFs
Active or passive? What if you didn’t have to choose?
Data Enhanced Active ETFs seek to offer a middle-ground approach: maintaining close alignment with a benchmark while using systematic stock selection to pursue differentiated returns.
Join Goldman Sachs Asset Management and VettaFi for an educational webcast exploring the active versus passive debate, the continued evolution of the ETF industry, and how Data Enhanced Active ETFs may offer a differentiated approach to international and emerging-markets investing.
SUMMARY
Topics covered will include:
- How Data Enhanced Active ETFs seek to combine index-like exposure with systematic active stock selection
- How low-tracking-error portfolios can stay close to a benchmark while taking active positions across a portfolio
- Why international and emerging markets may lend themselves to a data-driven investment approach
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
Sarah Rich
Lead Client Portfolio Manager for Americas Third-Party Wealth, Quantitative Investment StrategiesGoldman Sachs Asset Management
Elias Lanik
ETF Investment StrategistGoldman Sachs Asset Management
Benjamin Hernandez
Staff WriterTMX VettaFi
Todd Rosenbluth
Head of ResearchVettaFi
Disclaimer
By registering, you are certifying that you are a financial professional and agree to share your data with VettaFi and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to VettaFi's Privacy Policy. You can unsubscribe at any time.
Important Disclosures
Equity investments are subject to market risk, which means that the value of the securities in which it invests may go up or down in response to the prospects of individual companies, particular sectors and/or general economic conditions. Different investment styles (e.g., “growth” and “value”) tend to shift in and out of favor, and, at times, the strategy may underperform other strategies that invest in similar asset classes. The market capitalization of a company may also involve greater risks (e.g. “small” or “mid” cap companies) than those associated with larger, more established companies and may be subject to more abrupt or erratic price movements, in addition to lower liquidity.
Exchange-Traded Funds are subject to risks similar to those of stocks. Investment returns may fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed, or sold, may be worth more or less than their original cost. ETFs may yield investment results that, before expenses, generally correspond to the price and yield of a particular index. There is no assurance that the price and yield performance of the index can be fully matched.
This information discusses general market activity, industry or sector trends, or other broad-based economic, market or political conditions and should not be construed as research or investment advice. This material has been prepared by Goldman Sachs Asset Management and is not financial research nor a product of Goldman Sachs Global Investment Research (GIR). It was not prepared in compliance with applicable provisions of law designed to promote the independence of financial analysis and is not subject to a prohibition on trading following the distribution of financial research.
The views and opinions expressed may differ from those of Goldman Sachs Global Investment Research or other departments or divisions of Goldman Sachs and its affiliates. Investors are urged to consult with their financial advisors before buying or selling any securities. This information may not be current and Goldman Sachs Asset Management has no obligation to provide any updates or changes.
ALPS Distributors, Inc. is the distributor of the Goldman Sachs ETF Funds.
ALPS Distributors, Inc. is unaffiliated with Goldman Sachs Asset Management.
Views and opinions expressed are for informational purposes only and do not constitute a recommendation by Goldman Sachs Asset Management to buy, sell, or hold any security. Views and opinions are current as of the date of this publication and may be subject to change, they should not be construed as investment advice. Individual portfolio management teams for Goldman Sachs Asset Management may have views and opinions and/or make investment decisions that, in certain instances, may not always be consistent with the views and opinions expressed herein. Diversification does not protect an investor from market risk and does not ensure a profit.
Compliance code: 519873-OTU-2568637
ALPS Code: GST3773