etf operational considerations and developments webinar
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ETF Operational Considerationsand Developments
July 24, 2013
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Today’s Panel
• Moderator: Bill Donahue – PwC
• Panelists:
• Frank Koudelka – State Street Global Services
• Shawn McNinch – Brown Brothers Harriman
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Discussion Topics
• ETF Market Trends
• Active ETFs
• ETF 101 - Mechanics
• ETF Launch Considerations
• ETF Operations
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ETF Market Trends
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Polling Question 1
Please let us know your knowledge andexperience with ETFs.
1. I don’t understand ETFs or how ETFs work
2. I have a good understanding of how ETFs work
3. I have a very good understanding of how ETFs works
4. I have significant knowledge and experience with ETFs
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What Are Some of The Drivers of ETF Growth?
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Active ETFs
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Active ETF LandscapeAssets as of June 30, 2013
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2009-2013 Active ETF Exemptive Relief Filings
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Actively-Managed ETFs
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ETF 101 - Mechanics
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ETFs vs. Mutual Funds
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ETF Launch Considerations
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ETF Pre-Launch Process
Additional Launch Considerations
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Polling Question 2
Global ETF AUM is approximately $2.1 trillion at the end of June 2013. I predict Global ETF AUM will be as follows as of June 30, 2018.
1. $ 2.1 trillion
2. $ 2.5 trillion
3. $3.0 trillion
4. $4 trillion
5. More than $ 5 trillion
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ETF Operations
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ETF Servicing Recap
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ETF Servicing Recap
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ETF Servicing Recap
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Questions?
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Panel Contact Information
• Bill DonahueBill.J.Donahue@us.pwc.com
• Frank KoudelkaFrancis.Koudelka@statestreet.com
• Shawn McNinchShawn.McNinch@bbh.com
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