The Foundations of ETF Share Classes
1 CE Credit | 50 Minutes
ETF share classes are becoming an increasingly important topic in the evolution of the asset management industry. In this course, participants will explore how ETF share classes work, how their mechanics compare to traditional mutual funds, and the history of developments that helped bring them to fruition. The course also addresses common questions to help you better understand the potential role of ETF share classes in client portfolios.
Learning Objectives
- Review the evolution of active ETFs.
- Explore Dimensional’s recommended framework for evaluating ETF share classes.
- Demonstrate the differences between ETF and mutual fund mechanics.
- Discuss the current ETF share class landscape.
To earn a credit, review the video/materials and take the exam by clicking below.
The expansion will bring greater tax efficiency, flexibility, and economies of scale to investors.
Providing investors with both mutual fund and ETF access points increases investment choices and potentially improves outcomes.
Dimensional works with financial professionals from diverse disciplines and advice models to help them build successful, client-focused businesses.
In Episode 50 of The Informed Investor podcast: Is investing in exchange-traded funds or mutual funds an either/or choice? Not anymore.