IFS – An Introduction to Exchange Traded Products

As investors look to diversify their holdings strategies, Exchange Traded Products are now becoming more broadly understood and more widely used.

This structured CPD seminar is aimed at improving the attendees knowledge on the use of Exchange Traded Products (ETPs) including Exchange Traded Funds (ETFs), Exchange Traded Commodities (ETCs) and Exchange Traded Notes (ETNs).

Learning outcomes:
• Distinguishing between different types of ETPs – ETFs, ETCs and ETNs
• Understanding index replication: physical and swap-based solutions
• Considering ETP due diligence – structures and costs
• Identifying how ETPs can be traded
• Explaining asset allocation in relation to ETPs – passive and blended solutions
• Communicating potential benefits of portfolio diversification with commodities

Speaker: Pav Sharma, Associate – UK Sales, ETF Securities (UK)

Pav joined ETF Securities in September 2013 and works within the Retail Distribution team as a strategy analyst. In his role, he is responsible for working on new initiatives aimed at improving investor knowledge about commodities as an asset class, the use of ETPs and broader industry due diligence. Pav previously worked for a start-up creating an ETP platform offering educational and screening functionality, which was eventually sold to a large retail market maker in 2012.