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The Total Cost of ETF Ownership: Looking Under the Hoods of ETFs

Watch live October 09, 2018 | 2:00pm ET / 11:00am PT




SPEAKER
Ed Rosenberg
Senior Vice President,
Head of ETFs
American Century
Investments

SPEAKER
Sandra Testani
Director, Product
Management
American Century
Investments

MODERATOR
David Armstrong
Editor in Chief
WealthManagement.com



Buying cars can teach you a lot about buying ETFs (Exchange Traded Funds). With both purchases, total cost of ownership goes beyond the sticker price. By looking under the hood, you can make more informed decisions to help your clients select the investments that best meet their needs.

Hear from Edward Rosenberg, Head of Exchange Traded Funds at American Century Investments®, and Sandra Testani, CFA, CAIA, Director of Product Management-Alternatives and ETFs. They will lift the hood on ETFs and break down the various costs of ownership.

What you'll learn:

  • The three categories of costs that drive total cost of ownership.
  • New rules of the road for making a thorough inspection before purchase.
  • Inside tips to avoid the unforeseen.

Make plans to attend and gain better visibility on bringing ETFs into your portfolios.

*CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.


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