As investors & media increasingly focus on the cost efficiency of ETFs, Fidelity Investments Canada speaks on how to use ETFs in your practice to build better client outcomes. As strong believers in active management, join us to learn where ETFs can add value and better your understanding of the ETF vehicle and how it has evolved over the past 30 years.

Learning Objectives of Session: By the end of this session, you will:

• Be more knowledgeable on ETFs in existing portfolios (looking under the hood)
• Understand the approach between building client portfolios using ETFs from scratch versus having them in existing portfolios
• Have a better technical approach/process to existing portfolios that have ETFs:
  • Be able to know how to analyze existing portfolios with ETFs
  • Addressing client circumstances
  • Knowing what to take into consideration
• Have more clarity on Core vs Satellite type of ETFs Understand Quality vs. Momentum strategies