Name: Putting ETF Liquidity into Perspective
Start: 2010-09-29T15:00:00Z
End: 2010-09-29T15:47:39.000Z
Location: BrightTALK

Morningstar.co.uk invites you to quiz our independent analysts on a different topic every few weeks as they discuss investment trends, share ideas and update you on industry developments.

ETF managed portfolios are funds or mandates that invest at least 50% in ETFs. 

In this webinar, Morningstar analyst Gordon Rose will remind listeners of the growth seen in the European ETF market and provide an overview of ETF managed portfolios. In particular, he’ll discuss:
-Strategies that have attracted the most inflows year-to-date;
-What the fund managers say about ETF managed portfolios;
-What he sees for the development of the ETF market in the future.

ETF Managed Portfolio Landscape: When Alpha meets Beta

Morningstar senior fund analyst Al Kellett will provide an introduction to what the term ‘smart beta’ means, and start off this webinar by taking a look at the smart beta ETF landscape, how big this subset of the ETF market is and how it’s been growing. He’ll then illustrate why it’s hard to define and discuss some of the ways that this strategy is being carried out right now in the marketplace.

The Smart Beta ETF Landscape

Morningstar ETF experts Hortense Bioy, Jose Garcia-Zarate, Al Kellett and Gordon Rose will answer all your ETF questions, no matter how big or small. Submit your questions in advance at ETFQueries@morningstar.com or live on the day via the BrightTALK webinar platform. We’ve already got a list of your questions to address, including how dividends are treated in ETFs and what impact this could have on performance; what costs are associated with ETFs beyond the total expense ratio; how to tell how actively traded an ETF is; and how to decide which ETF to buy when faced with several products tracking the same index.

We Answer All Your ETF Questions.

Smart beta strategies have gained a lot of attention in recent years, and more and more smart beta ETFs are being launched in Europe. This live panel discussion between Morningstar analysts and users of smart beta strategies will address these questions:
What exactly are these alternative beta strategies? 
Are they better than the traditional market cap-weighted approach or just different? 
What are the pitfalls?
How can these strategies be integrated into one’s investment process?

ETFs and  Smart Beta Strategies

The agenda will be to define the terms Tracking Error and Tracking Difference and talk about why they are important; to present the results of our study into the tracking efficiency of a sample of ETFs; and introduce a new Morningstar data point for measuring tracking efficiency, Estimated Holding Cost.

Tracking Efficiency in European ETFs

•A Round-Up of Where Assets Flowed in 2012
•Regulatory Changes for the ETP Industry
•Consolidation and Closures in the ETP Industry 
•Expectations for the ETP Industry in 2013

ETFs: The Year that Was and the Year that Will Be

•How we got to a low-yield world
•Income, not for its own sake
•Theory of yield relativity: why the highest-yielding investments don’t pay
•What’s cheap, what’s not

Generating Income with ETFs

•Why corporate and HY have become the fixed income flavour of the year
•The outlook and the risks
•Exploring the ETF menu

Investing in Corporate and High Yield Bond Markets via ETFs

Why even consider the alternatives?
Why use ETFs to access alternative asset classes?
Exploring the menu of alternative asset classes accessible via the ETF wrapper:
 -  Commodities
 -  Currencies
 -  Property
 -  Hedge Funds

Investing in Alternative Asset Classes via ETFs

- Examining the benefits and risks of securities lending
- What safeguards are put in place to protect investors?
- How much of your physical ETF is out on loan?
- Due diligence checklist

Securities Lending in Physical ETFs: A review of Practices

•Are commodities a diversification goldmine?
•Examining the sources of commodity returns
•Are some commodity indices better than others?
•Tips for transacting in commodity ETPs

Hot Commodities: Investing in Commodities via ETPs

The macro review
Would Spain be better off outside the Euro?
Investment opportunities

Spain: Challenges and Opportunities in Troubled Times

•Understanding ETF Liquidity
•Common pitfalls in ETF trade execution
•Best practices in ETF trading

Best Practices in ETF Trading

The April edition of monthly ETF webinar focuses on discussing the philosophy behind using ETFs as portfolio building blocks, how to choose the right ones, and understand Best Practices when Trading ETFs

A Roundtable Discussion with ETF Power Users

The March edition of Morningstar's monthly ETF webinars focuses on combining these passive investment vehicles with their active counterparts in a diversified portfolio.

So Happy Together: Combining Active and Passive Vehicles

In the February edition of Morningstar's monthly ETF webinars, director of European ETF research Ben Johnson goes back to basics and provides essential knowledge for all investors considering these exchange-traded products. Topics to be covered include:
Topics include:
•ETFs Defined
•A 21st Century Investing Technology
•Definition via Juxtaposition: 
oETFs vs. Funds
oETFs vs. Individual Securities
oETFs vs. Investment Trusts
oETFs vs. Other ETPs

What is an ETF?

Topics Include:
•2011: The Year in Figures
•The Year of the ETP Bogeyman
•What Investors Told us About ETPs in 2011
•A Look Forward Into 2012

A Review of the ETP Market in 2011 and a Look Forward Into 2012

Morningstar invites you for a discussion about mid-caps: are they really under-researched and offer superior returns?

- Mid-Caps Defined
- Do Mid-Caps Offer Attractive Risk/Return Characteristics?
- Are Mid-Caps Under-Researched And Under-Represented?
- What drives mid caps performance relative to large caps?
- How can I access mid caps?

The Truth About Mid-caps

Morningstar invites you to join our analysts to discuss  ETF liquidity.

Topics include:

* How can you measure liquidity with readily-available data?
* How worried should you be about dealing in less liquid ETFs?
* How can you get good trade execution on exchange?
* When might it be necessary to engage a market maker?
* How can you estimate indirect costs of illiquidity?

Putting ETF Liquidity into Perspective

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liquidity

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Putting ETF Liquidity into Perspective

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