With passive equity index investing becoming increasingly popular in asset allocation strategies, institutional investors must stay abreast of evolutions in markets and strategies available to achieve efficient benchmark returns. While ETF markets set records for both sales and assets, exchanges have been busy listing futures linked to benchmark indices with similar success. Institutional investors are drawn to the benefits of liquidity, low fees and diversification that ETFs offer. However, not all institutional investors are fully on board with the product citing that most ETFs don't fit the more complex needs of a pension fund or endowment. In this session we examine the products and strategies currently available to passive equity index investors, highlighting pros and cons, risk-reward profile, and performance of the most popular approaches in the institutional community.
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