Sydney – Building a well-balanced portfolio, the role of ETFs

Sydney – Building a well-balanced portfolio, the role of ETFs

Date(s) - 22/03/2019
9:00 am - 4:15 pm

Four Points by Sheraton Sydney, Central Park


ETFs are gaining popularity, and for good reason. By attending this seminar you will learn not only the importance of portfolio diversification but how you can balance your portfolio via ETFs. Selection criteria, risks, benefits, costs and more will be discussed.

• Are ETFs risky?
• How do you balance income and growth?
• How do you select appropriate ETFs to suit your portfolio?
• What are the benefits of ETFs?
• How do you achieve diversification through ETFs?

$130 (General) / $85 (ASA Members – price only available through the ASA website)
Includes presentation notes, morning tea, lunch and afternoon tea


9.00am Registration 

9.30am Building a diversified portfolio
Robin Bowerman, Vanguard
Asset allocation is the key to building a well-balanced portfolio and many argue that this is a more important decision than selecting stocks or ETFs. Robin Bowerman, Vanguard, will provide a framework to help you determine the percentage of your portfolio you allocate to shares – domestic and global, fixed interest, property and alternative investments. Your risk tolerance, your time-frame, your interest levels are all factors which contribute to building your portfolio.

10.30am Morning tea 

11.00am The role of ETFs in portfolio construction
Chris Brycki, Stockspot
Robo-advisers use technology and sophisticated investment management algorithms to deliver low cost automated investing platforms. Many Robo Advisers only use ETFs to create diversified portfolios. They can also tailor portfolios to cater to specific investment themes. Patrick Garrett, founder of Six Park, will provide insight into how technology is used to achieve portfolio diversification to suit the needs of the investor and, just as importantly, continually rebalances these portfolios.

12:00pm Investing for income
Peter Harper, BetaShares
Peter Harper from BetaShares will discuss the benefits of investing for income and what options are available on the ASX. Peter will focus on the domestic market, the role of equities in your portfolio and the sectors ahead likely to generate income. Peter will also touch on bonds and international markets.

12.45pm Lunch

1.30pm The global opportunity
John Caulfield, Institutional Business Development
The Australian share market represents just a small proportion of global equity markets and is dominated by banks and resources. ETFs are one way to gain access to a share market, Australian shareholders are generally under-invested in. Understand how portfolios can benefit by investing in international shares that offer exposure to industries and regions that are not accessible in Australia. Matt McKinnon from VanEck will show you how ETFs can help remove the complexities associated with investing in international equities.

2.15pm Fixed income for stability
Adam Muston, Legg Mason Global Asset Management
Australia’s fixed income exchange-traded product sector is $3.1 billion and rising. While that might sound small compared to equity ETFs, investors are taking serious note of the benefits of fixed income ETFs and fine-tuning their defensive allocation accordingly. Scott Bradley of Legg Mason will show you how to access and incorporate this asset class in your portfolio.

3.00pm Afternoon tea

3.30pm Investing for the future
David Bassanese, BetaShares
Technology is rapidly changing the way we live and revolutionising the way businesses manufacture and deliver goods and services. ETFs specialising on the theme of disruption and technology are increasing. However, how safe are they? David Bassanese, Chief Economist with BetaShares, will not only demonstrate how you would benefit by investing in the businesses that are driving change through ETFs, but also how to understand the potential risks of these technology ETFs.

4:15pm Seminar close

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