Portfolio rebalancing strives to match the level of returns an investor is trying to achieve and the amount of risk an investor is comfortable taking. This session explores the use of ETFs as portfolio rebalancing tools, how they can add value to any investment, How Portfolio Construction Has Changed Over the Years, and The Future of the ETF Industry.
This session covers:
- Simplified Investing – All-in-one Investment Solution that provides instant diversification
- Broad diversification – Consisting of a basket of ETF that in themselves hold many securities
- Professionally constructed – Leverage the Asset Allocation experience of industry professionals
- Automatic Rebalancing – Keeps one’s investment portfolio on track to risk and return objectives
- Transparency – Knowing what is in the ETF can help reduce duplication when complementing a portfolio
- Liquid – Able to buy or sell the basket of holdings at any time
- Lower cost – ETF based solutions tend to charge lower fees than other diversified investments
- All-in-one cost structure – Most popular Asset Allocation ETFs only charge the one top fee without charging the underlying ETF costs
This session is eligible for 1 Professional Development credit from IIROC accreditations.
Speakers
Sal Ammirato
Head – National Accounts
Sun Life Global Investments
Kevin Prins
Managing Director, Head – ETF & Managed Accounts Distribution
BMO Global Asset Management
Daniel Straus
Director – ETFs & Financial Products Research
National Bank of Canada Financial Markets
