How are Pension Funds seeking new cost efficiencies?

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Presented by

Armit Bhambra, Head of UK Retirement, iShares by BlackRock; Maya Beyhan, Investment Strategist, Kempen; Brendan Maton, IPE

About this talk

Since 2009, ETF assets have increased from c.$1trn to above $4trn today*. As AUM has increased, so too has the volume traded over exchanges, which has the direct impact of reducing transaction costs versus trading in the primary markets. This changing landscape requires a more holistic view of costs. In this webinar, we focus on ETFs and when and why it maybe more cost efficient to use an ETF instead of an alternative wrapper. We will look at the Total Cost of Ownership (TCO) framework and how it can help drive cost efficiencies for your Pension Fund, for both ETFs and IMFs. It also enables you to evaluate the most cost-efficient vehicle and gives you a better reflection of true costs. We will discuss how you can make cost efficiencies for your pension fund and address the following key questions: · What are the cost benefits of ETFs? · How will it fit within our current pension fund portfolio? · What is the Total Cost Ownership (TCO) framework? · How does TCO differ to the traditional cost analysis model for mutual funds? · Should I consider ETFs as a key investment strategy for our pension fund? · ETFs have been on the rise for the last few decades, will the trend continue? · What is the key strategy to achieving a strong return and cost-efficiencies? * Source: Kempen Capital Management, as of July 2018
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