For delegates

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Minimising management fees resulting from investment transactions is a serious consideration for all investors and increasingly, investors are looking to low cost index based products to gain broad exposure to local and international markets.

In addition to low costs, index funds and exchange traded funds (ETFs) provide advantages such as easy diversification, trading flexibility, fair value and taxation advantages.

Globally, ETF assets under management are expected to exceed AU$2.4 trillion in 2011. In Australia, the market is valued at over AU$2 billion while the size of the indexing market now exceeds A$120 billion or 10 per cent of the total investment management market.

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Our speakers
“The Terrapin Index & ETF conference brings to Australia the latest trends and leading thinking on index and enhanced index development.  The conference is particularly relevant in light of the trend for global pension institutions to move from active management to passive management.”
Jason C. Hsu, Principal and Director, Research and Investment Management,
Research Affiliates LLC, USA

• Global markets and innovation through indexing
• Local and international institutional investors perspectives on indexing
• Achieving hedge fund returns at index fee prices
• Deciphering the hype of fundamental weighted indexing
• Market cap vs. fundamentals weighted indexing
• Using index fund managers over active managers
• The role of indexing for sophisticated investors
• Examining price discovery and liquidity in basket securities

• Global ETF market trends
• Incorporating ETFs into your portfolio through effective modelling
• Developing the Australian ETF market
• Portfolio construction using ETFs
• Active vs. passive investing in ETFs
• Understanding Australian investors growing demand for ETFs
• Building model portfolios and the growth of thematic ETFs
• ‘Core and Satellite’ portfolio construction - separating alpha from beta
• The future of ETFs in the Australian market

Indexing and ETF Investments Australia 2008 Indexing & ETF Investments Australia 2008 is the only event in the region where sophisticated retail investors and institutions access the hottest asset classes and international markets via ETFs and indexing. It’s where institutional investors, asset consultants, fund managers, research houses, ratings agencies, financial planning dealer groups, private banks, wealth managers, SMSFs, fund issuers, structured product providers, market makers, indexes, exchanges and brokers meet to discuss the use ETFs and indexing as effective tools to achieve portfolio diversification. 

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Who Should Sponsor
If you belong to one of these categories you need to be at the investing in Fixed Income Summit 2008?

• Investment Banks
• ETF Fund Managers
• Indexes
• Structured Product Providers
• Exchanges
• Software Providers

We will tailor a package to your business objectives.

There are limited opportunities available. DON’T MISS OUT!!!

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