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The Australian exchange-traded fund (ETF) market has grown by 37.3 per cent in the past year to $206.2 billion across 380 products. ETF manager Global X, with over $9 billion in assets under management in Australia and 39 ETFs listed on the ASX, is at the forefront of growth in this investment sector.
Join us for a webinar hosted by Global X senior product and investment strategist Marc Jocum, where he will outline how to build smart ETF strategies for SMSF portfolios.
Time: 10:30 AM – 11:30 AM AEDT
Marc Jocum
Global X Senior Product and Investment Strategist
Marc joined Global X in 2023 and is a key contributor to the product, strategy and research teams, with responsibilities including investment research and ETF analysis to facilitate market insights, product development, investment strategy and portfolio construction. Marc has a decade of experience in the industry, previously working at Stockspot, Morgan Stanley, AMP and KPMG. Marc holds a Bachelor of Business from the University of Technology, Sydney (UTS), a Diploma of Financial Planning, and has completed CFA Level 1.
During the webinar, Marc will cover:
1. What ETFs are and what their benefits are for SMSFs,
2. Key considerations when building an ETF strategy, including investment goals, costs and tax,
3. Choosing the right ETFs, including types of funds, asset allocation and diversification,
4. Monitoring and rebalancing, and
5. Risks to consider.