Dear reader,

ETF Express recently spoke with President and CIO Robert Smith of US-based independent institutional asset manager, Sage Advisory Services. With over USD14 billion in assets under management, Sage has just published its third annual survey of ETF providers, examining how well they perform their fiduciary duty on behalf of ETF investors.

Robert will be speaking at etfLIVE North America on the 20th October, where he will be joined by 20+ other panellists including Mary Gronseth, Portfolio Specialist, Blue Cross Blue Shield of Minnesota, Ed Rosenburg, SVP and Head of ETFs, American Century Investments and Simon Goulet, Co-Founder at Blue Tractor Group, LLC.

The event will explore a range of topics, including:

• Accessing ETFs – what is the most efficient route to trade ETFs for the institutional investor?
• Using ESG factors within ETFs to gain low cost, liquid and transparent exposure to ESG investing
• The positive effects ETFs / ETPs can have on existing portfolios.

Free for Institutional Investors and Wealth Managers, you can view the full agenda and claim your ticket through the link below.

We look forward to welcoming you, and of course if you need anything in the meantime or have any questions don’t hesitate to let us know.

Kind regards,

Beverly Chandler
Managing Editor, ETF Express

etfexpress.com