Decoding ETFs: Essential Insights for Financial Advisors
Guest Expert: Jon Maier, JP Morgan Asset Management
Date:
Webinar Replay Description
J.P. Morgan's Chief ETF Strategist, Jon Maier, provided an in-depth analysis of the rapid growth and evolving landscape of Exchange-Traded Funds (ETFs), drawing from the latest J.P. Morgan Guide to ETFs. The session explored key ETF principles, market trends, tax advantages, and strategic applications to optimize portfolio performance in today’s dynamic investment environment.
Comments
A few comments from listeners when they were asked what the learned from the webinar:
Actively managed ETFs are becoming more popular. There are many more bonds' investments available than equities.
- Stephen F.
Active vs passive risks using ETFs; contacting my trade desk ahead of large ETF trades to help avoid issues on spreads.
- Frederick F.
1. Changes in the EFT vs. mutual fund markets.
2. Changes in the investment levels in passive and actively traded ETFs.
3. The absolute need to investors to know what they are investing in.
- Mark Z.
Of course, I knew the ETF structure, but the explanation is one I can use to easily explain it to clients.
- Warren W.
Actively managed ETFs are becoming more popular. There are many more bonds' investments available than equities.
- Stephen F.
Active vs passive risks using ETFs; contacting my trade desk ahead of large ETF trades to help avoid issues on spreads.
- Frederick F.
1. Changes in the EFT vs. mutual fund markets.
2. Changes in the investment levels in passive and actively traded ETFs.
3. The absolute need to investors to know what they are investing in.
- Mark Z.
Of course, I knew the ETF structure, but the explanation is one I can use to easily explain it to clients.
- Warren W.
Decoding ETFs: Essential Insights for Financial Advisors 03-19-2025
Attendees Comments:
Actively managed ETFs are becoming more popular. There are many more bonds' investments available than equities.
- Stephen F.
Active vs passive risks using ETFs; contacting my trade desk ahead of large ETF trades to help avoid issues on spreads.
- Frederick F.
1. Changes in the EFT vs. mutual fund markets.
2. Changes in the investment levels in passive and actively traded ETFs.
3. The absolute need to investors to know what they are investing in.
- Mark Z.
Of course, I knew the ETF structure, but the explanation is one I can use to easily explain it to clients.
- Warren W.