ETF Forum launches second wealth management push

ETF providers including ETF Securities and WisdomTree are to launch another set of roadshows to educate wealth managers about the products.  Along with BMO Global Asset Management, the ETF Forum will host events across the UK. The forum, launched in May last year, reached over 200 independent financial advisers across 18 UK cities, according to Mark Weeks, CEO of ETF Securities, who is interviewed in the next issue of Funds Europe published later this month. The forum now also includes the London Stock Exchange. The industry’s largest provider, iShares, is not involved. Feedback from attendees last year found nearly three-quarters of attendees said the forum had changed their desire to include ETFs in client portfolios, the forum said, and almost 90% anticipated using lower cost funds for their clients in the next two years. Rob Thorpe, head of UK intermediary at BMO Global Asset Management, said: “We are using the feedback from previous forum roadshows to adapt our approach to educating the UK advisory market. We are also using the feedback from advisers to act as a voice to address a number of hurdles they currently face in the use of ETFs, including their accessibility through platforms and availability of objective research.” More information can be found at ©2017 funds europe

Sponsored Profiles

SPONSORED FEATURE: Alternative thinking

Mar 16, 2017

Portfolio Manager Davide Cataldo discusses the results of the Pioneer Investments’ survey on liquid alternatives and how investors can be encouraged to increase their allocation.

SPONSORED FEATURE: Interest rate risk hedging: Swapping to other options

Mar 16, 2017

Heightened margin requirements for cleared and uncleared OTC derivatives pose a challenge for legitimate hedging activities and are driving financial institutions to explore alternative hedging...

SPONSORED FEATURE: Why blockchain could be the fund industry’s next Ford Model T

Mar 16, 2017

Blockchain aims to radically change the way investors can access funds, says Olivier Portenseigne, Managing Director and Chief Commercial Officer of Fundsquare.

SPONSORED FEATURE: Open architecture: In need of protection

Mar 16, 2017

Greater efficiency must be embraced to ensure regulatory changes do not destroy choice for fund buyers, says Bernard Tancré of Clearstream.

Executive Interviews

CEO INTERVIEW: Munro gains three-year track record

Mar 16, 2017

Aviva Investors’ annual results this month were the third set since Euan Munro took over as CEO. Nick Fitzpatrick speaks to him about the ‘Aims’ fund at the heart of the firm’s outcome strategy.

DISTRIBUTION INTERVIEW: Tales of the unexpected

Mar 16, 2017

Laurence Terryn, a fund selector at Candriam, tells David Stevenson how the twists and turns of the past year’s macro environment flavoured her approach to fund selection.



Mar 07, 2017

Funds Europe speaks to leading Luxembourg industry figures about the growing regulatory demands on asset servicers and how to remain profitable in spite of major investments in technology.

SEC LENDING ROUNDTABLE: Both a borrower and a lender be

Jan 11, 2017

Industry heavyweights, including agent lenders, discuss issues affecting the securities lending sector such as regulation and the types of collateral being used.