Mutual funds versus ETFs: Which are better for your clients?

Presented by

Steven Vannelli

About this talk

The replay is eligible for one IMCA® CE credit Over the past decade, assets invested in ETFs have grown by 746% compared to 88% for mutual funds(1), as many investors and advisors now consider ETFs to be a viable alternative. In this presentation, Steven Vannelli will use Morningstar’s recent decision to merge ETFs and mutual funds into the same peer groups as a starting point for analyzing the similarities—and differences—between these two options. He’ll also identify when an ETF may be a more appropriate choice for clients. Advisors will learn: - The key questions to ask about the pricing, performance, expense ratios and tax impact of mutual funds and ETFs; - Why mutual funds and ETFs with a similar focus, such as those targeting specific geographical regions, may deliver significantly different results; - How to effectively educate clients on the potential benefits and risks of ETFs. Steven will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint. ---- The IMCA® has accepted this program for one hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session please email us for the IMCA ® webinar ID to self-report your attendance. (1) Source: Factset All investments involved risk, including possible loss of principal. Please consider the Fund’s investment objectives, risks, charges and expenses before investing. The prospectus or summary prospectus that contains this and other information about the Funds is available by calling 844-GAVEKAL and should be read carefully. The Gavekal ETF is distributed by Foreside Fund Services.

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