ETF Education
The Investor’s Guide to ETFs Your key to helping clients confidently understand ETFs.
Share It with Your Clients
With US$9.8 trillion in AUM¹ and more than 9,000 ETFs available today,² the ETF market delivers so many opportunities for investors.
What’s Inside?
With The Investor’s Guide to ETFs, highlight how ETFs can maximize your clients’ investing potential. It’s chock full of educational content, including:
1
ETF Basics
A clear, concise explanation of what ETFs are.
2
Strategic Benefits of ETFs
Insight into how ETFs can enhance investment portfolios.
3
How ETFs Compare to Other Investment Options
A detailed look at how ETFs stack up against mutual funds and stocks.
4
ETF Investing Considerations
Key factors for evaluating ETFs effectively.
5
Portfolio Strategies
Practical ways to incorporate ETFs into diverse investment strategies.
Use the Investor’s Guide to ETFs to:
Strengthen Client Relationships
Leverage these insights to build trust and deepen your client conversations.
Unlock Prospecting Opportunities
Position yourself as a go-to advisor that capitalises on a booming ETF market.
Equip Clients with ETF Know-how
Empower clients with the knowledge they need to navigate the world of ETFs.