5th Annual Toronto ETF Masterclass: Ride the Next Wave of Index-Based Strategies

TUESDAY, OCTOBER 9 AT 8:15 AM

Advancements in index-based investing are bringing Canadian investors a range of sophisticated solutions once exclusively implemented by active managers. From sustainable income generation, to single- and multi-factor combinations, to dynamic risk management tools, the expanding indexing toolkit continues to democratize access to low-cost alpha.

Keynote speaker Robert Gignac, author of Rich is a State of Mind, will open the event with his tried-and-true communication techniques for maintaining a successful client/advisor relationship.

Join us to learn how advisors are incorporating index-based strategies to meet tailored client objectives:

Approaches to minimizing home bias, getting the right mix of exposures, and accounting 
for maverick risk Using single- and multi-factor strategies as portfolio diversifiers and risk mitigators Achieving stable income payouts in retirement while keeping risk in check The growth of robo-advisors and their impact on Canada’s wealth management industry

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The Value of ESG in Financial Markets

THURSDAY, OCTOBER 4 AT 11:00 AM (BRT)

As sustainability becomes more mainstream and evidence builds that ESG is important from both risk and opportunity perspectives, market participants are asking, “How do I turn ESG to my advantage?”

Join us to hear industry experts discuss ESG developments, and what this global shift means for the Brazilian market.

Explore:

Where ESG now stands in Brazil, and perspectives on the future The value of ESG in long-term planning, and how to integrate it into investment decision-making The growing range of ESG metrics, tools and investment frameworks available to investors

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