Matt Lewis
Vice President Head of ETF Implementation and Capital Markets
American Century Investments
Sandra Testani
Director Product Management
American Century Investments
Susan Lipp - Moderator
Editor in Chief, Trusts & Estates
Wealthmanagement.com
Exchange traded funds have become a household name as more investors adopt a tax-efficient investment tool to access niche and broad market exposures. However, many investors only have a cursory knowledge in how the relatively new investment vehicle actually works. In this upcoming webcast, American Century Investments will take an in-depth look into exchange traded funds and consider approaches to achieve the best possible execution and an overall positive trading experience.
Hear from Matt Lewis, Vice President Head of ETF Implementation and Capital Markets at American Century Investments®, and Sandra Testani, CFA, CAIA, Director of Product Management-Alternatives and ETFs.
What You’ll Learn:
• The mechanics of ETF trading
• Understanding ETF liquidity
• Basic trading tips when using ETFs
• How advisors can best utilize ETFs in their investment portfolios
The information is not intended as a personalized recommendation or fiduciary advice and should not be relied upon for investment, accounting, legal or tax advice. No offer of any security is made hereby. This material is directed to professional/ institutional clients only and should not be relied upon by retail investors or the public.
For Financial Professional Use Only / Not for distribution to the public.
© 2019 American Century Proprietary Holdings, Inc. All rights reserved.
*CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.
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