ETF Operational Considerations and Developments Webinar
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Transcript of ETF Operational Considerations and Developments Webinar
![Page 1: ETF Operational Considerations and Developments Webinar](https://reader034.fdocuments.in/reader034/viewer/2022051507/588116351a28abb9388b4c21/html5/thumbnails/1.jpg)
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ETF Operational Considerationsand Developments
July 24, 2013
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Today’s Panel
• Moderator: Bill Donahue – PwC
• Panelists:
• Frank Koudelka – State Street Global Services
• Shawn McNinch – Brown Brothers Harriman
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Discussion Topics
• ETF Market Trends
• Active ETFs
• ETF 101 - Mechanics
• ETF Launch Considerations
• ETF Operations
![Page 4: ETF Operational Considerations and Developments Webinar](https://reader034.fdocuments.in/reader034/viewer/2022051507/588116351a28abb9388b4c21/html5/thumbnails/4.jpg)
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ETF Market Trends
![Page 5: ETF Operational Considerations and Developments Webinar](https://reader034.fdocuments.in/reader034/viewer/2022051507/588116351a28abb9388b4c21/html5/thumbnails/5.jpg)
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Polling Question 1
Please let us know your knowledge andexperience with ETFs.
1. I don’t understand ETFs or how ETFs work
2. I have a good understanding of how ETFs work
3. I have a very good understanding of how ETFs works
4. I have significant knowledge and experience with ETFs
![Page 6: ETF Operational Considerations and Developments Webinar](https://reader034.fdocuments.in/reader034/viewer/2022051507/588116351a28abb9388b4c21/html5/thumbnails/6.jpg)
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![Page 7: ETF Operational Considerations and Developments Webinar](https://reader034.fdocuments.in/reader034/viewer/2022051507/588116351a28abb9388b4c21/html5/thumbnails/7.jpg)
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What Are Some of The Drivers of ETF Growth?
![Page 8: ETF Operational Considerations and Developments Webinar](https://reader034.fdocuments.in/reader034/viewer/2022051507/588116351a28abb9388b4c21/html5/thumbnails/8.jpg)
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Active ETFs
![Page 9: ETF Operational Considerations and Developments Webinar](https://reader034.fdocuments.in/reader034/viewer/2022051507/588116351a28abb9388b4c21/html5/thumbnails/9.jpg)
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Active ETF LandscapeAssets as of June 30, 2013
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2009-2013 Active ETF Exemptive Relief Filings
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Actively-Managed ETFs
![Page 12: ETF Operational Considerations and Developments Webinar](https://reader034.fdocuments.in/reader034/viewer/2022051507/588116351a28abb9388b4c21/html5/thumbnails/12.jpg)
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ETF 101 - Mechanics
![Page 13: ETF Operational Considerations and Developments Webinar](https://reader034.fdocuments.in/reader034/viewer/2022051507/588116351a28abb9388b4c21/html5/thumbnails/13.jpg)
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![Page 14: ETF Operational Considerations and Developments Webinar](https://reader034.fdocuments.in/reader034/viewer/2022051507/588116351a28abb9388b4c21/html5/thumbnails/14.jpg)
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ETFs vs. Mutual Funds
![Page 15: ETF Operational Considerations and Developments Webinar](https://reader034.fdocuments.in/reader034/viewer/2022051507/588116351a28abb9388b4c21/html5/thumbnails/15.jpg)
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ETF Launch Considerations
![Page 16: ETF Operational Considerations and Developments Webinar](https://reader034.fdocuments.in/reader034/viewer/2022051507/588116351a28abb9388b4c21/html5/thumbnails/16.jpg)
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ETF Pre-Launch Process
Additional Launch Considerations
![Page 17: ETF Operational Considerations and Developments Webinar](https://reader034.fdocuments.in/reader034/viewer/2022051507/588116351a28abb9388b4c21/html5/thumbnails/17.jpg)
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Polling Question 2
Global ETF AUM is approximately $2.1 trillion at the end of June 2013. I predict Global ETF AUM will be as follows as of June 30, 2018.
1. $ 2.1 trillion
2. $ 2.5 trillion
3. $3.0 trillion
4. $4 trillion
5. More than $ 5 trillion
![Page 18: ETF Operational Considerations and Developments Webinar](https://reader034.fdocuments.in/reader034/viewer/2022051507/588116351a28abb9388b4c21/html5/thumbnails/18.jpg)
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ETF Operations
![Page 19: ETF Operational Considerations and Developments Webinar](https://reader034.fdocuments.in/reader034/viewer/2022051507/588116351a28abb9388b4c21/html5/thumbnails/19.jpg)
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ETF Servicing Recap
![Page 20: ETF Operational Considerations and Developments Webinar](https://reader034.fdocuments.in/reader034/viewer/2022051507/588116351a28abb9388b4c21/html5/thumbnails/20.jpg)
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ETF Servicing Recap
![Page 21: ETF Operational Considerations and Developments Webinar](https://reader034.fdocuments.in/reader034/viewer/2022051507/588116351a28abb9388b4c21/html5/thumbnails/21.jpg)
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ETF Servicing Recap
![Page 22: ETF Operational Considerations and Developments Webinar](https://reader034.fdocuments.in/reader034/viewer/2022051507/588116351a28abb9388b4c21/html5/thumbnails/22.jpg)
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Questions?
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Panel Contact Information
• Bill [email protected]
• Frank [email protected]
• Shawn [email protected]