Alternative Assets - Part 9

Alternative Assets - Part 9

Updated

Overview

This eCourse consists of two modules. Module 1 explores different types of exchange-traded fund (ETF) and sub-types within each category. The products originated as equity funds that tracked the performance of broad market indices, but there are now ETFs that offer exposure to specific sectors and regions as well as other asset classes such as commodities, currencies, and other alternative assets. It is important to note that this is not an exhaustive list, with new and innovative structures emerging all the time from ETF sponsors.

Module 2 is a video that provides a high level overview of smart beta investing, describing how this form of investing blurs the distinction between active and passive investing. The video also outlines the different types of smart beta products in the market and the variety of alternative indices that they focus on.

Objective

On completion of this tutorial, you will be able to:
- Identify the different types of equity (stock) ETFs, from traditional broad market index funds to more contemporary smart beta ETFs
- Recognize the other ETF asset classes, in addition to some of the more innovative and recent ETF structures

Content

Module 1: Exchange-Traded Funds (ETFs) – Types
Topic 1: Equity ETFs
Topic 2: Other ETFs

Module 2: Smart Beta - Primer

Details

Code
TEPAI17000801
Venue
ePlatform
Language
English
Level
Intermediate
Hours
SFC:1.0, PWMA:1.0
Fees
All Member: HK$280
Non-Member: HK$390
Staff of Corporate Member: HK$280