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Webinar Replays

Insurance Webinar - ETFs & Tax Efficiency

Date:
November 19, 2019
Duration:
1 Hour
Location:
On-Demand

Although ETFs have existed since 1993, their use greatly expanded after the financial crisis – currently approximately US$4 trillion is invested in ETFs1. However, one feature of ETFs not fully understood is how their structure affects the taxes paid by the investor.

Join this upcoming webinar as a panel of market experts discuss the structure of ETFs and mutual funds, how these two types of funds trade, and the impact of this on taxes.

1 Todd Rosenbluth, July 9 2019, US ETF Assets Hit New Milestone

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S&P Global Contributor
Lynn Bachstetter is a Senior Director for the Global Insurance Product Management team at S&P Global Market Intelligence. Full Bio
S&P Global Contributor
Steve is head of Capital Markets for the Exchange Traded Fund (ETF) business. He joined Goldman Sachs as a managing director in 2015. Full Bio
S&P Global Contributor
Todd Rosenbluth is Senior Director of ETF and Mutual Fund Research at CFRA where he leads the firm’s holdings-based research efforts. Full Bio
S&P Global Contributor

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