Investments & Wealth Institute to Host Focus on Advanced Portfolio Construction Using Exchange-Traded Funds Seminar on July 12

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One-day event focuses on providing advisors with knowledge needed to evaluate and use exchange-traded funds in advanced portfolio construction.

“As the trend towards using ETFs in portfolio construction continues to grow, it is important for advisors to understand the range of opportunities these funds can provide,” said Devin Ekberg, CPWA®, CFA®, managing director of education, Investments & Wealth Institute.

The financial industry has adopted the use of exchange-traded funds (ETFs) at an unprecedented rate due to the flexibility, liquidity, and diversity of ETF products. Helping advisors understand this trend and how best to use these types of funds as part of their clients’ overall investment strategy is the goal of the Investments & Wealth Institute® (formally IMCA) Focus on Advanced Portfolio Construction with ETFs workshop scheduled for July 12 at the Seaport Hotel & World Trade Center in Boston.

Event attendees can expect to learn how to perform due diligence, and manage client risk effectively while using ETFs through a variety of sessions led by industry experts. Highlighted sessions include:

  • The Evolution of Indexing, an overview of ETFs, with Dave Nadiq, chief executive officer, ETF.com.
  • Innovations in Indexing: How to Evaluate, a discussion on how best to evaluate ETF strategies, with Raina Oberoi, executive director, MSCI, and Rolf Agather, CFA®, managing director of North America research, FTSE Russell, and Dave Nadiq.
  • Factor Tilting or Factor Timing: Which to Use, an exploration of factor-based strategies and when to use them, with Ward Bortz, director, BlackRock, Factor-Based Strategies Group, and Tony Davidow, CIMA®, vice president and alternative beta and asset allocation strategist, The Schwab Center for Financial Research.
  • Stop Debating: Incorporating Active and Passive Management, an examination of active and passive portfolio management strategies, with Maddi Dessner, CFA®, client portfolio manager, J.P. Morgan Asset Management.

“As the trend towards using ETFs in portfolio construction continues to grow, it is important for advisors to understand the range of opportunities these funds can provide,” said Devin Ekberg, CPWA®, CFA®, managing director of education. “Seminar participants can expect to go beyond a foundational level of knowledge with sessions designed specifically to provide practical, actionable takeaways for advanced professionals.”

To learn more or register for the Focus on Advanced Portfolio Construction with ETFs seminar, visit the event’s landing page.

Institute Focus Series events are designed to help investment and wealth professionals explore significant issues facing the industry in an in-depth exploration of a single topic. Based on the association’s Investments & Wealth Competency Matrix, a framework designed to ensure that the Institute’s advanced education remains on the forefront of an evolving profession, the matrix defines the competencies that investment and wealth professionals need to exceed a high-net-worth individual or institutional investors’ expectations.

For additional information, contact Greta Gloven, ggloven@i-w.org or 303-850-3079.

About the Investments & Wealth Institute®

Established in 1985, the Investments & Wealth Institute, formerly known as IMCA, is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Through its publications, events, assessment-based certificate programs, and advanced certifications, the Institute delivers premier-quality, practical education to advanced practitioners in more than 38 countries.

The Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. The CIMA program is distinctive as one of only a few global certifications in financial services to meet international accreditation and quality standards (ANSI/ISO 17024) for personnel certification programs. The Certified Private Wealth Advisor® (CPWA®) certification is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA program takes a holistic and multidisciplinary approach.

The Investments & Wealth Institute® is a registered mark of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. CIMA®, Certified Investment Management Analyst®, CIMC®, CPWA®, and Certified Private Wealth Advisor® are registered certification marks of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. RMA(SM) and Retirement Management Advisor(SM) are marks owned by Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. The Investments & Wealth Institute does not discriminate in educational opportunities or any other characteristic protected by law.

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Greta Gloven
Investment Management Consultants Association
+1 (303) 850-3079
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