ETFs have evolved far beyond traditional index tracking. This session explains how ETFs work, how they compare with mutual funds and investment trusts, and why the ETF structure is increasingly being used for active and thematic strategies. The presentation will explore why active managers are increasingly offering their strategies in ETFs and why this is potentially positive for investors. We’ll also look at what investors should consider when choosing a thematic ETF, from stock selection and revenue screens to weighting methodology and portfolio concentration. Tom Bailey Head of Research, HANetf
