NET MEETING – How Advisors are Using ETFs and Driving Product Evolution (members only)

NET MEETING – Wednesday, September 25, 2013 at 12 PM EST – MEMBERS ONLY

ETFs have become a mainstay of how many financial advisors structure client portfolios. On Wednesday, September 25th this members-only webinar provided a preview of an upcoming MMI research report on the latest trends in advisor ETF usage. After reviewing the report findings – some of which may surprise you – a panel of industry experts weigh in with their insights on the key takeaways, what they mean for managed solutions providers, and the ETF industry at large.

Topics discussed:

  • Advisors’ aggressive adoption of ETFs in client investment strategies—what does it mean for managed solutions and advisors’ overall business mix?
  • Characteristics of ETF use by top advisors—what are the differences by program type, investment style, and active versus passive exposure?
  • Product innovation in the ETF space—what new products are out there and which ones are in the development pipeline?
  • The rise of ETF managed portfolios and ETF strategists—how are they changing the managed solutions landscape?
  • Open Q&A session


Rick Ledbury, Vice President, Data Services, MMI


Bobby Brooks, Senior Vice President, National Sales Manager, Invesco PowerShares

Rob Howe, Research Associate, MMI

Kevin Quigg, Global Head of ETF Sales Strategy, State Street Global Advisors

Shundrawn Thomas, Managing Director, Global Head of ETF Group, Northern Trust – FlexShares


45 minutes