2009 Due Diligence Forum

Exchange Traded Funds - a portfolio construction tool for the new reality
 

Category

The Lot - Multi-asset class

Company

ishares / Barclays Global Investors

Research Paper

In recent years, investors globally (particularly in the US and Europe) have embraced Exchange Traded Funds (ETFs). Global ETF assets peaked in July 2009 at US$862 billion, with 1,768 ETFs with 3,129 listings, from 94 providers on 42 exchanges around the world. With the recent increase in number of ETFs available on the Australian Securities Exchange, Australian investors are now able to gain exposures to a wide range of broad indices using ETFs. This paper shows an Australian investor might use ETFs either strategically or tactically to build more efficient international equity portfolios.

Presentation

Anthony Chan, Senior Investment Specialist, iShares