Write your awesome label here.

Mastering Traded Funds (ETFs)

This course provides a comprehensive overview of exchange-traded funds. We will teach you the fundamentals of ETFs, including their creation, features, market development, and investor space.

10 Modules

Overview

Certificate

Buy Now

Although stock market indexes have been around since the 19th century, the concept of index investing is far more recent. The concept was boosted significantly by the launch of exchange-traded funds (ETFs) in the early 1990s. After a relatively slow start, ETFs have subsequently grown to become a worldwide phenomenon. In the US alone, over USD 1 trillion is invested in these funds.

In line with increases in both the number and size of ETFs, the complexity and sophistication of the funds have also grown. For the first 10 years or so of their existence, ETFs were based almost exclusively on stock indexes. Sector-based ETFs then emerged, while diversification into new asset classes – such as fixed income, real estate, and commodities – gathered pace. Today the product range includes leveraged ETFs and actively managed ETFs.

This course provides detailed coverage of how the Basel requirements, in relation to capital adequacy, have progressed from the simplicity of the original Basel Capital Accord (Basel I) in the 1980s to the more sophisticated requirements of Basel II, Basel 2.5 and, most recently, Basel III.

The course also explains in detail how Basel III changes the nature of previous capital adequacy regimes. It also examines other areas addressed by Basel III, such as risk coverage, liquidity standards, and leverage rules.

ETFs Basics
Market History and Development
Creation and Redemption
Key Features
Equity ETFs
Pricing
Management Styles and Strategies
Index Construction
Regulations
Taxation
Exchange-Traded Notes (ETNs)

Recruits to institutions with derivatives operations, risk managers, research staff, sales and marketing executives, operations and support staff looking to further their derivatives product knowledge, and compliance professionals.