What are ETF’s presented by Blackrock

Wednesday, 18 November 2020
9:30 am – 10:30 am (UK time)
    • Tom Husmann, Equity & Commodity Product Strategist

Session Overview:

An ETF combines the diversification benefits on an index fund with the intraday flexibility of a stock. Although an ETF seeks to track an index, success can vary, and a variety of factors can impact this, including ETF structure, access to the underlying markets, tax considerations and impact of currency. In this presentation, Tom will draw on his extensive experience to highlight the benefits of using ETFs in portfolios and what to consider in the product selection process.

Learning Objectives:

  • Provide insights on ETF benefits and how they can be used as low cost and transparent access vehicles
  • Understand what different replication strategies and structures exist for ETFs
  • Understand the internal and external factors that contribute to the total cost of ownership of an ETF

Tom Husmann is an Equity & Commodity Product Strategist in the iShares EMEA Investment & Product Strategy Team. The team’s responsibilities include helping clients navigate the iShares range across regional exposures and fund specific strategies. They perform bespoke client analysis, tactical market insight and engage in general ETF education. Tom joined BlackRock's EII business from Fidelity International, where he completed a graduate rotational program and worked in the data analytics, sales, equity investment specialist and ETF/index fund teams.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.