How to Invest (The Right Way) with ETFs

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105 Cecil Street

#14-01 The Octagon

Singapore, Singapore 069534

Singapore

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Description

What’s the buzz about passive investing and ETFs really about? Well, approximately 95% of active fund managers globally UNDERPERFORM the market index, and so investors are looking for ways to improve their performance. Enter, Exchange-traded Funds (ETFs) and passive investing.

Join StashAway Co-founder and CEO, Michele Ferrario, as he takes you through the world of ETFs and how you can use these investment vehicles to your advantage.

Course Objectives


  • Understand the difference between asset allocation and securities selection

  • Why you shouldn’t focus on securities selection

  • Understand how you get exposure to the different asset classes with ETFs

  • The benefits of ETFs

  • Understand the different between ETFs vs Unit Trusts

  • How to evaluate ETFs to decide which ETFs to invest in

  • How ETFs fit into a passive investment strategy

  • Understand the Modern Portfolio Theory and how to build an efficient portfolio

  • Understand that asset classes perform differently in different economic conditions and that your portfolio should be “optimized” accordingly


Course outline

  • What are ETFs?

  • The wide range of ETFs

  • ETFs vs Unit Trusts

  • How to evaluate ETFs to decide which ETFs to invest in

  • How the average return of an asset class changes with the economic environment

  • How your portfolio should change in different economic conditions

  • Modern Portfolio Theory (MPT) and should your MPT-optimized portfolio ever change?

StashAway Academy seminars may be used by Representatives of Financial Institutions to fulfil your annual Supplementary Continuing Professional Development (CPD) requirements, subject to your compliance team’s approval.

For us to track your attendance, simply inform the StashAway representative at the end of the seminar. We can provide a Certificate of Attendance for you to provide to your company for the CPD hours approval.


By registering for this event, you are giving permission to receive occasional email communications from StashAway on our products, marketing and events. We promise to send only good stuff. However, if you ever wish to opt out, you can easily unsubscribe using the Unsubscribe feature included in the emails.

We may also share your personal details with third parties in relation to conducting this seminar. This may include the event hosts to enable us to expedite your entry into the building. Your personal data will not be used for any other purposes.


About StashAway

StashAway is a digital wealth manager that seamlessly builds personalised portfolios for you based on your personal characteristics and preferences so that you can reach your goals sooner than with other savings and investing methods.

We built StashAway assuming that you would want decades of experience behind your money, a device-agnostic and intuitive digital user interface, annual fees between just 0.2% and 0.8%, unlimited withdrawals, deeply advanced investment strategies, and real-person customer support.

www.stashaway.sg

StashAway Academy

We understand that managing your personal finances can be a daunting task. With so many topics to cover such as retirement, budgeting and investing your wealth, it can be very confusing for those who have no proper guidance. At StashAway, we have set up our very own academy in order to share our knowledge with people like you: those who want to take control of their finances.

We provide education and training programmes for beginners, intermediate learners, and even professionals. These courses cover a wide range of topics that can help you to take control of your financial future and apply what you have learnt to real problems you may face in your day-to-day life.

Beginners will be exposed to core financial concepts through a variety of courses, such as "Basics of Financial Planning".

For those with a stronger understanding of their finances, we will cover topics on investments such as Introduction to Risk, Exchange-Traded Fund (ETF) and Basic Rules when Selecting Investment Products.

As for the more experienced ones, we will share with you about StashAway’s Advanced Investment Framework: on it’s risk and returns, asset allocation and ETFs as well as the economic cycles that exists as one of the core pillars of our investment strategy. Not only that, the academy will educate you on the importance of having a financial Plan B under these expert-level courses.

We are here to provide you with answers for your burning questions on finance. We will assist you in managing your resources as well as in implementing your financial plan to reach your financial goals. With StashAway Academy, you can get started on taking control of your finances, today.



About the Speaker:

Michele Ferrario, Co-founder and CEO of StashAway

Michele spent half of his career in and around financial services, as a consultant to large financial institutions at McKinsey & Co., and then as a Private Equity investor. He then spent the second part of his career building consumer internet companies, most recently as Group CEO of ZALORA, where he was responsible for it growing 15x and becoming the undisputed leader in the market.

Michele holds an MBA from Columbia Business School and in 2016 was invited by Singapore’s Minister of Finance to be a member of the Singapore's Committee for the Future of the Economy.


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Date and Time

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105 Cecil Street

#14-01 The Octagon

Singapore, Singapore 069534

Singapore

View Map

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