(P) Essential Knowledge about Exchange Traded Fund (ETF)

Synopsis

Exchange Traded Funds are open-ended investment funds listed and traded on a stock exchange with the aim to track, replicate or correspond to the performance of an underlying index or asset. ETFs are gaining in popularity in recent years, as they provide the benefits of Unit Trusts and Funds by allowing diversification, professional management and access to a wide variety of markets and asset classes, but require a lower management fees because they employ a passive indexing strategy. This course seeks to let participants gain a better understanding of ETF as an investment vehicle by looking at the various types of ETFs and their structures, the risks and benefits involved and some case studies of popular ETFs.

Course Outline 

  • Why ETF
  • Case of Indexing
  • Introduction to ETF
  • How indexing works
  • How to invest in Index or ETF
  • Risks and benefits
  • Physical vs synthetic ETF
  • Complex ETF: inversed or leveraged ETF
  • Tools available
  • Case examples of popular ETF
  • Q&A

Level: Basic to Intermediate

Who should attend: Investment, Financial professionals, traders, Financial students , non – finance professionals

Trainer Profile

Mr. James Pang Ying Yu overlooks the Phillip CFD & ETF Channel Sales. He is a licensed CMFAS representative who has been working in this financial industry for 5 years. He is actively involved in major conferences, seminars and roadshows. His past working experience includes human resource matters in Ministry of Defence and Alstoms Transport(S) Pte Ltd; businesss information systems in NET(S) Pte Ltd, retail sales and marketing in GoodAire Pte Ltd. He is holding a Masters Degree in Business Administration with specialization in Information Technology.

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