Skip to main content

      More Results
        More Results

        From Sectors and Smart Beta to Fixed Income, SPDR Exchange Traded Funds (ETFs) give you wide access to diverse investment opportunities. Find out more.

        Okay

        Managed Accounts Trends, Usage and What’s Next Insights from the Investment Trends Report

        Wednesday, 1 May 2024
        11:00 a.m. to 12.00 p.m. (AEST)

        With more than one in two financial advisers utilising managed accounts, and a further 19 per cent may do so in the future. Join our webinar to hear the growing appeal of managed accounts for financial advisers.

        Eric Blewitt, Investment Trends' Chief Executive Office and Sinead Schaffer, State Street Global Advisors' ETF Model Portfolio Strategist, will share insights from the recently released SPDR ETF / Investment Trends 2024 Managed Accounts Report, including:

        • How managed accounts can save time, reduced compliance burden and enhance client engagement
        • Why advisers that use managed accounts for longer have more clients and larger client balances 
        • Summary of the  investment strategies and implementation options to select from 

        We are pleased to offer CPD points to those that attend the entirety of the webinar. 

        Unable to attend? Register anyway and we'll send you a link to watch the webinar on-demand.

        Register to Attend 

        All fields are required.

        By submitting this form, you attest to being an investment professional and you agree to be added to our direct marketing distribution list. You may unsubscribe at any time by contacting State Street Global Advisors or using the unsubscribe functionality available on our marketing documents to opt out from receiving direct marketing. If you have already unsubscribed your email address above from our direct marketing distribution list, it will not be added.

        Hear From The Experts

        Eric Blewitt

        Eric Blewitt
        Chief Executive Officer
        Investment Trends

        Read Bio
        Sinead Schaffer

        Sinead Schaffer
        ETF Model Portfolio Strategist
        State Street Global Advisors

        Read Bio

        Issued by State Street Global Advisors, Australia Services Limited (AFSL Number 274900, ABN 16 108 671 441) ("SSGA, ASL").  Registered office: Level 14, 420 George Street, Sydney, NSW 2000, Australia · Telephone: 612 9240-7600 · Web: www.ssga.com. 

         

        SSGA, ASL is the Responsible Entity and the issuer for the State Street Managed Funds, which are unquoted, and the SPDR® ETFs which are quoted on the AQUA market of the ASX or listed on the ASX. SSGA ASL is the AQUA Product Issuer for the CHESS Depositary Interests (or "CDIs") created over interests in the SPDR® S&P 500® ETF Trust (“SPY”) which were first quoted on the AQUA market of the ASX on 13 Oct 2014. State Street Global Advisors Trust Company (ARBN 619 273 817) is the trustee of, and the issuer of interests in, the SPDR® S&P 500® ETF Trust, an ETF registered with the United States Securities and Exchange Commission under the Investment Company Act of 1940 and principally listed and traded on NYSE Arca, Inc. under the symbol "SPY".

         

        This material is general information only and does not take into account your individual objectives, financial situation or needs and you should consider whether it is appropriate for you. You should seek professional advice and consider the product disclosure statement, available at ssga.com, before deciding whether to acquire or continue to hold the Funds. Target Market Determinations can also be found at ssga.com.  This material should not be considered a solicitation to buy or sell a financial product or security. 

         

        Investing involves risk including the risk of loss of principal. Diversification does not ensure a profit or guarantee against loss.

         

        Risk associated with equity investing includes stock values which may fluctuate in response to the activities of individual companies and general market and economic conditions.

         

        ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETF’s net asset value. ETFs typically invest by sampling an index, holding a range of securities that, in the aggregate, approximates the full index in terms of key risk factors and other characteristics. This may cause the fund to experience tracking errors relative to performance of the index.  

         

        SPDR®, Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC, Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC, ASX® is a registered trademark of the ASX Operations Pty Ltd], these trademarks have been licensed for use by S&P Dow Jones Indices LLC and licensed for use for certain purposes by State Street. MSCI indexes are the exclusive property of MSCI Inc.(“MSCI”). MSCI and the MSCI index names are service mark(s) of MSCI or its affiliates and have been licensed for use for certain purposes by State Street.  The products referenced herein are not sponsored, endorsed, sold or promoted by any of these third party entities and none of these entities bear any liability with respect to the products or make any representation, warranty or condition regarding the advisability of buying, selling or holding any products issued by SSGA, ASL.

         

        There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

         

        The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA ASL’s express written consent.

        © [[]] %%State Street Corporation%%. All rights reserved.