Webinar
Invest Smart Introduction
Inspired by the recent launch of TaxScore by SIX, we are delighted to be hosting ‘Invest Smart’, a series of webinars which will dive deep into the ideas that are advancing the frontiers of investing. Drawing upon the technical expertise and strategic thinking of SIX, TaxScore facilitates an informed and sophisticated approach to investment decision-making.
Seminar 2: ETF Trends
Background
Total AUM growth of non-US ETFs has been relatively high. However, ETFs in Europe have yet to make significant inroads with European and Asian investors. Advantageous fiscal and regulatory environments have contributed to the popularity of US ETFs. This needs to be replicated in Europe.
For European ETFs to fulfil their potential, it will require careful calibration across the European ETF ecosystem. From ETF producers and distributors to the market makers, the capital market teams within the issuers, and most importantly the national regulators. Taken together, the EU UCITS badge and the UK’s Reporting Fund Status for offshore funds are a compelling imprimatur for global investors seeking to invest in European ETFs.
We are delighted to assemble leading practitioners in the field to cover the following:
- ETFs uptake during the crisis, high expected returns
- How ETFs can be scored, different jurisdictions; are they tax efficient?
- Broader trends - what is driving growth & attraction?
- Is tax the next challenge, and has it been mastered?
- ESG agenda - tax performance, screening, governance; How strong are your ESG credentials?
- Lack of data and transparency
- Regulatory obligations on wealth/investment managers, tax status of overseas funds
- Active ETFs and search for alternative sources of alpha
Speakers include:
Deborah Fuhr - Managing Partner & Founder, ETFGI
Rebecca Chesworth - Senior Equities Strategist, State Street
Howie Li - Head of ETFs, LGIM
Haider Mannan - Regulatory Specialist, SIX
Ali Kazimi - Managing Director, Hansuke Consulting