Sydney - Building a well-balanced portfolio - the role of ETFs

ETFs are gaining popularity, and for good reason. By attending this seminar you will learn about the importance of portfolio diversification and how you can balance your portfolio via ETFs. Presentations cover selection criteria, risks, benefits, costs and more.

A well-diversified portfolio can help investors reduce risk and gain more consistent returns over the long-term. Asset allocation is key to diversification and, given the diverse range of asset classes and investing strategies offered by ETFs, they can play an important role in helping build a well-balanced portfolio.

What are the advantages of ETFs?

ETFs generally come at a lower cost than managed funds, offer market liquidity, can be used for risk management and provide the ability to build a well-diversified portfolio with just a few trades.

What are the risks and how can these be mitigated?

As with all investments there are risks and by joining us at Building a well-balanced portfolio – the role of ETFs you will learn how to assess ETFs for risks and benefits, as well as how to select and, importantly, achieve portfolio diversification.

We’ll cover tracking errors, timing, buy-sell spreads, market liquidity, currency risk and more.

Walk away with more knowledge to become a better investor.

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Cost

Standard: $130 / ASA Member: $85

Includes morning tea, lunch, afternoon tea and access to papers online.


Sponsors

                    


Cancellation of registration
Cancellations up to 7 days before the event are refunded less a $15 administration fee. Cancellations within the week will not be refunded, however a substitute delegate is welcome to attend.
When
3/22/2019 9:00 AM - 4:15 PM
Where
Four Points by Sheraton Sydney, Central Park 88 Broadway Hotel entrance via 4 Central Park Avenue Chippendale NSW 2008

Friday, 22 March 2019

Description
Time
9:00 AM - 9:30 AM
3/22/2019 9:00 AM
Asset allocation is the key to building a well-balanced portfolio and many argue that this is a more important decision than selecting stocks or ETFs. Vanguard's Head of Corporate Affairs, Robin Bowerman will provide a framework to help you determine the percentage of your portfolio you allocate to shares – domestic and global, fixed interest, property and alternative investments. Your risk tolerance, your time-frame, your interest levels are all factors which contribute to building your portfolio.
Time
9:30 AM - 10:30 AM
3/22/2019 9:30 AM
Time
10:30 AM - 11:00 AM
3/22/2019 10:30 AM
Robo-advisers use technology and sophisticated investment management algorithms to deliver low cost automated investing platforms. Many Robo Advisers only use ETFs to create diversified portfolios. They can also tailor portfolios to cater to specific investment themes. Chris Brycki, founder of StockSpot, will provide insight into how technology portfolio diversification to suit the needs of the investor and, just as importantly, continually rebalances these portfolios.
Time
11:00 AM - 12:00 PM
3/22/2019 11:00 AM
Peter Harper from BetaShares will discuss the benefits of investing for income and what options are available on the ASX. Peter will focus on the domestic market, the role of equities in your portfolio and the sectors ahead likely to generate income. Peter will also touch on bonds and international markets.
Time
12:00 PM - 12:45 PM
3/22/2019 12:00 PM
Time
12:45 PM - 1:30 PM
3/22/2019 12:45 PM
The Australian share market represents just a small proportion of global equity markets and is dominated by banks and resources. ETFs are one way to gain access to a share market, Australian shareholders are generally under-invested in. Understand how portfolios can benefit by investing in international shares that offer exposure to industries and regions that are not accessible in Australia. John Caulfield, VanEck's Vice President of Institutional Business Development, will show you how ETFs can help remove the complexities associated with investing in international equities.
Time
1:30 PM - 2:15 PM
3/22/2019 1:30 PM
Australia's fixed income exchange-traded product sector is $3.1 billion and rising. While that might sound small compared to equity ETFs, investors are taking serious note of the benefits of fixed income ETFs and fine-tuning their defensive allocation accordingly. Adam Muston from Legg Mason Global Asset Management will show you how to access and incorporate this asset class in your portfolio.
Time
2:15 PM - 3:00 PM
3/22/2019 2:15 PM
Time
3:00 PM - 3:30 PM
3/22/2019 3:00 PM
Technology is rapidly changing the way we live and revolutionising the way businesses manufacture and deliver goods and services. ETFs specialising on the theme of disruption and technology are increasing. However, how safe are they? David Bassanese, Chief Economist at BetaShares, will not only demonstrate how you would benefit by investing in the businesses that are driving change through ETFs, but also how to understand the potential risks of these technology ETFs.
Time
3:30 PM - 4:15 PM
3/22/2019 3:30 PM
Time
4:15 PM - 4:15 PM
3/22/2019 4:15 PM
 

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