Alternative Investment

Alternative Assets - Part 9 (2023)

Overview

This eCourse consists of two modules on exchange-traded fund (ETF). 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.

Module 1 explores the different types of ETF and the sub-types within each category. 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 course, 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
- Recognise the other ETF asset classes, in addition to some of the more innovative and recent ETF structures

Content

Module 1: ETFs - Types
Topic 1: Overview of ETF Types
Topic 2 Equity ETFs
Topic 3 Other ETFs

Module 2: Smart Beta - Primer

Details

Code
TEPAI23004401
Venue
ePlatform
Relevant Subject
Type 1 - Dealing in securities
Type 4 - Advising on securities
Type 9 - Asset management
Language
English
Level
Intermediate
Hours
SFC:1.00, PWMA:1.00
Fees
All Member: HK$305
Staff of Corporate Member: HK$305
Non-Member: HK$445