Since their introduction in the late 1990s, Exchange Traded Funds (ETFs) have evolved from a niche investment option to become one of the most popular, disruptive and widely discussed product innovations in the asset and wealth management industry. Traditionally a passive investment model tied to market indices, today ETFs are becoming increasing active, diversified, and innovative. The total assets under management in ETFs globally stand at over $15 trillion and industry executive participants in a PwC survey project that number to climb to at least $18 trillion by 2026.
Join us for a moderated discussion with Bruce Lavine, Head of ETFs and COO for Astoria Portfolio Advisors LLC, an NYC-based independent investment management firm specializing in OCIO services, ETF managed portfolios, and quantitatively driven stock strategies. Having pioneered the development of ETFs at Barclays Global Investors, iShares and WisdomTree, Bruce will share his unique perspective on the evolution and future of ETFs in the financial services industry.
During this session you will learn about:
Understanding the Growth and Evolution of ETFs
Listeners will gain insights into how ETFs have evolved over the past two decades and the factors driving their growth.
How Advisors can utilize ETFs to benefit Clients
Based on his extensive expertise and experience in producing and distributing ETFs, Bruce will share valuable lessons on how to choose ETFs and ETF-focused asset managers and the various strategies for advisors to utilize these products to benefit clients.
The Future of ETFs
Bruce will share his thoughts on future trends and products in the ETF marketplace.