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Established over twenty years ago, Masterclass brings together senior investment professionals to examine current market themes in depth. Each programme delivers rigorous, research led discussion designed to support informed investment decision making and to meet Structured Learning CPD standards.

Accessing this channel requires consent to share your details and viewing activity with sponsors.

Established over twenty years ago, Masterclass brings together senior investment professionals to examine current market themes in depth. Each programme delivers rigorous, research led discussion designed to support informed investment decision making and to meet Structured Learning CPD standards.

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Accessing US Equities through Active ETFs | Fund Selector Masterclass

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Learning: Structured

Benchmark-aware active ETFs are changing US equity access. Amid market concentration and fee wars, our panel tackles the real advantages of the ETF wrapper, including semi-transparent funds, and what's next for due diligence. Watch to spot overlooked opportunities. 

Fund Selector: Monika Calay, Director of UK Manager Research, Morningstar

Speakers: 

  • Neil Davies, Fidelity Head of ETF Product & Capital Markets, Europe & Asia-Pacific, Fidelity International
  • Edward Malcolm, Head of UK ETF Distribution, J.P. Morgan Asset Management

Learning outcomes:

  • The role of an active ETF for US equity exposure
  • The pros and cons of the ETF structure for UK investors
  • Liquidity and why it is an issue for product providers and investors