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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