Stay at your workstation and experience a virtual presentation!
Presentation:
Developing a Framework for Active ETF Due Diligence
Presenter:
Brad Feeley, CIMA, CETF
Senior Vice President
John Hancock Investment Management
Date/Time:
Thursday, November 7th
12:00 pm to 1:00 pm
Location:
Virtual through Zoom
This presentation is approved for 1 CFP CE!
About the Presentation: Since the adoption of the ETF rule in 2019, active ETFs have been gaining momentum with both issuers and investors. However, we've noticed that there may be uncertainty about how to approach the due diligence process for these funds. This webinar addresses that issue by highlighting key considerations that should be kept in mind when evaluating and selecting active ETFs.
John Hancock Investment Management believe that the ETF structure will increasingly be viewed as a preferable way to access active exposure. This webinar can serve as a valuable tool for highlighting our knowledge, experience, and capabilities within this space and arming investors with the framework to conduct proper due diligence.
Learning Objectives:
- Understand the changing landscape of the ETF Industry
- Understand why advisors are increasing their interest in using ETFs
- Understanding the nuances to active ETF due diligence
- Evaluating the full cost of an active ETF
- Understanding how tax efficiency is achieved in the ETF structure and factors that could affect that tax efficiency
About the Presenter - Brad Feeley:
Brad is a Senior Vice President at John Hancock Investment Management and is responsible for our overall ETF distribution efforts, including managing our team of ETF Specialists and partnering with our Strategic Relationships Group with key accounts.
Additionally, Brad continues to serve as the ETF specialist covering our institutional and retail channels in the U.S. Midwest region.
Prior to joining the firm in 2016, he held similar distribution and portfolio specialist roles with Guggenheim Investments and Invesco.
Brad lives in Michigan with his wife and two daughters
About John Hancock Investment Management:
A company of Manulife Investment Management, we serve investors through a specialized multimanager approach, complementing our extensive in-house capabilities with a broad network of asset managers backed by some of the most rigorous investment oversight in the industry.
We support advisors in the Michigan market with a variety of resources, including:
- Our Market Intelligence Outlook – 12 to 18 month forward looking advise
- Independent Portfolio Reviews through our Investment Consulting Group
- Complete line-up of mutual funds, ETFs, SMAs, and alternatives supported by our multimanager approach
- Dedicated advisor coverage with representatives located in Grand Rapids, Lansing, and Detroit metro
