Everything you need to know about successful index investing and investing in exchange traded funds (ETFs)
The European ETF market has grown 18% per year since 2012 and will grow 15% p.a. until 2030 (EY). Why are they so successful? How are they used in portfolios? What are the risks?
This training aims to:
- learn the basics of active and passive ETFs;
- discover the whole ETF ecosystem and the trading and liquidity features;
- differentiate and choose the right index and ETF from a universe of >1.900;
- go deeper in sustainable, thematic and fixed income ETFs;
- define the role of an index ETF, an active ETF and a mutual fund in a portfolio.
Total price *
Members: € 550
Non-members: € 650
Partners/ BZB: € 550
Incompany: tailor-made, prices on request
* Price: service in the context of continuing professional training, exempt from VAT
CPD Hours Banking: 6h sector specific
Continuing Professional Development
Please let us know you're interested in this training should there be no date available, the planned date does not suit you and/or this session is full. As soon as about 5 people are registered on the interest list, we will propose a new course date. Your registration on the interest list is free of charge and without any obligation.
Target group
This training course is for investment professionals wishing to have a basic yet thorough overview of active and passive ETFs:
- independent financial advisors;
- tied agents;
- (life) insurance brokers;
- bank advisors;
- private bankers;
- portfolio managers;
- fund selectors.
Required prior knowledge
Advanced level training: this training requires a general basic knowledge of the subject.
Programme
CONTENT
- ETF basics
- introduction to index and active ETFs and industry dynamics
- benefits & risks, types & classification, performance and costs, active versus index, managing an ETF, taxation & legal domicile
- ETFs versus index mutual funds
- ETF ecosystem
- liquidity and the creation-redemption process
- trading
- prices, (i)NAV, BID-ASK, discounts & premia
- ETF universe
- classification: equity, fixed income, alternatives
- overview and differences in indices and providers
- due diligence processes of index and active ETF’s
- A deeper dive into thematic, fixed income and sustainable ETFs
- thematic ETF’s and index methodologies
- fixed income strategies
- sustainability offering: screened, ESG integration, best-in-class, SRI, themes, impact, climate, transition, …
- how to interpret ESG data, labels and sustainable regulations
- ETF portfolios
- use-cases or how do the different investor types use ETFs in their portfolios
- blending mutual funds, index and active ETF’s in a portfolio
- a practical & interactive exercise to build an ETF portfolio based on the current economic and market outlook
PRACTICAL INFORMATION
- Duration: 1 day of training (6 class hours)
- Hours: 09:00 to 17:00
- Location: Febelfin Academy: Phoenix building, Koning Albert II-laan/Boulevard du Roi Albert II 19, 1210 Brussels
- Language: This training will be given in English
Methodology
You follow a ‘Classroom training’ face-to-face in a group. You, the other participants and the teacher are all present in the same classroom at an agreed time. There is an opportunity for interaction and feedback, both from the participants to the teacher and vice versa. The teaching material consists as a basis of a presentation via the MyFA learning platform, supplemented with various other items (such as digital syllabus, presentation, audiovisual fragments, etc.).
Teachers
Stephan Francis Desplancke
Private banking & asset management
Durability
