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FINANCIAL MARKET COURSES

Exchange-Traded Funds (ETFs)

Courses In This Course

Although stock market indices have been around since the 19th century, the idea of index investing is far more recent. The concept was boosted significantly by the launch of exchange-traded funds (ETFs) in the early 1990s. After a relatively slow start, ETFs have subsequently grown to become a worldwide phenomenon.

 

In line with increases in both the number and size of ETFs, the complexity and sophistication of the funds has also grown. For the first decade or so of their existence, ETFs were based almost exclusively on benchmark stock indices. Sector-based ETFs then emerged, while diversification into new asset classes – such as fixed income, real estate, and commodities – gathered pace. The next generation included more controversial products such as leveraged and actively managed ETFs, while new and innovative structures continue to emerge from ETF sponsors today.

Objectives

Topics covered in this course include:

The creation and redemption process for ETFs

The key features of ETFs that makes them such an attractive investment vehicle for many investors

The evolution of the ETF market and its development worldwide

The different types of equity (stock) ETFs, from traditional broad market index funds to more contemporary smart beta ETFs

Other ETF asset classes, including fixed income (bond), commodity, real estate, and currency exchange-traded products

Prerequisite Knowledge

A basic understanding of investment and portfolio theory is assumed.

  •    EXCHANGE-TRADED FUNDS (ETFS) - AN

       INTRODUCTION

    Overview

    This course covers the fundamentals of ETFs, beginning with the unusual way that these securities are constructed (and redeemed) and the key players involved in that process. The course also covers topics such as ETF pricing, trading, investment strategies, and market development. The attractions of ETFs for investors are also described, as well as how they compare with other investment vehicles such as mutual funds.

    Course Duration

    60 mins

    Prerequisite Knowledge

    Investment – An Introduction

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  •    EXCHANGE-TRADED FUNDS (ETFS) - TYPES

    Overview

    There are many different types of exchange-traded fund (ETF). The products originated as equity funds that tracked the performance of broad market indices, but there are now ETFs that offer exposure to specific sectors and regions as well as other asset classes such as commodities, currencies, and other alternative assets. This course explores the different types of ETF and the sub-types within each category. It is important to note that this is not an exhaustive list, with new and innovative structures emerging all the time from ETF sponsors.

    Course Duration

    60 mins

    Prerequisite Knowledge

    Exchange-Traded Funds (ETFs) – An Introduction

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  •    PRIMER – SMART BETA

    Overview

    This video provides a high level overview of smart beta investing, describing how this form of investing blurs the distinction between active and passive investing. The video also outlines the different types of smart beta products in the market and the variety of alternative indices that they focus on.

    Course Duration

    9 mins

    Prerequisite Knowledge

    Exchange-Traded Funds (ETFs) – Types

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Learner Profile

This course is designed for:

New or recent recruits to the options desk

Dealers/traders

Portfolio managers

Treasury department staff

Sales and marketing executives

Finance and accounting staff

IT staff

Compliance and regulatory staff

Support

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