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Active Equity: A New Frontier for ETFs

original air date:thursday, 6/25/2020

Start Time:on demand

Duration:60 minutes

DESCRIPTION:

Actively managed ETFs are a new type of ETF offered by Fidelity and the industry. In this one-hour webinar, ETF.com's Sumit Roy sits down with Sector & ETF Sales Manager, Rich Koerner; Head of ETF Management & Strategy, Greg Friedman; and Portfolio Manager Sonu Kalra for an in-depth discussion on these funds, including the benefits and advantages of active equity ETFs, the innovation behind Fidelity's active equity approach, and insight into an ETF's management philosophy and strategy.

Continuing education (CE) credit available

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Speakers

Rich Koerner

Senior Vice President, Sector & ETF Sales Manager
Fidelity Investments

 Rich Koerner is senior vice president, sector & ETF sales manager at Fidelity Investments. He leads Fidelity’s ETF business development team and the product specialist team for sectors and ETFs. These teams collaborate across Fidelity’s investment management, product development, relationship management and distribution teams to educate advisors and their clients who are seeking to increase sales, retain assets and identify opportunities to build long-term relationships.

Greg Friedman

Head of ETF Management & Strategy
Fidelity Investments

Greg Friedman is head of ETF management and strategy at Fidelity Investments. He is responsible for the development and execution of a firmwide comprehensive ETF strategy, including product development, management and positioning. Greg also leads the ETF Services group supporting ETF operations and management across the organization. Prior to joining Fidelity, he was chief operations officer and head of Global ETF Product at Russell Investments.

Sonu Kalra

Portfolio Manager
Fidelity Investments

Sonu Kalra is a portfolio manager in the Equity division at Fidelity Investments. He is the lead manager of the Fidelity Blue Chip Growth Fund, the Fidelity Series Blue Chip Growth Fund, and the Fidelity Blue Chip Growth Commingled Pool. Previously, Sonu managed a variety of other funds and served as the sector leader of the technology team. He has been in the financial industry since 1996.

Sumit Roy

Analyst and Writer

ETF.com

Sumit is an analyst and writer at ETF.com. Previously, he was managing editor and a commodity analyst for HardAssetsInvestor, a research-oriented website devoted to sharing ideas about hard assets investing. Before that, Sumit was a contributor to DailyFX, the research arm of Forex Capital Markets. He holds a B.A. in economics from San Jose State University.

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Before investing, consider the mutual or exchange-traded products’ investment objectives, risks, charges and expenses. Contact Fidelity or visit i.fidelity.com for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.

This ETF is different from traditional ETFs. Traditional ETFs tell the public what assets they hold each day. This ETF will not. This may create additional risks for your investment.

For example:

• You may have to pay more money to trade the ETP’s shares. This ETF will provide less information to traders, who tend to charge more for trades when they have less information.

• The price you pay to buy ETF shares on an exchange may not match the value of the ETP’s portfolio. The same is true when you sell shares. These price differences may be greater for this ETF compared with other ETFs because it provides less information to traders.

• These additional risks may be even greater in bad or uncertain market conditions.

• The ETF will publish on its website each day a ''Tracking Basket'' designed to help trading in shares of the ETF. While the Tracking Basket includes some of the ETF's holdings, it is not the ETF's actual portfolio.

The differences between this ETF and other ETFs may also have advantages. By keeping certain information about the ETF secret, this ETF may face less risk that other traders can predict or copy its investment strategy. This may improve the ETF's performance. If other traders are able to copy or predict the ETF's investment strategy, however, this may hurt the ETF's performance.

For additional information regarding the unique attributes and risks of the ETF, see the Principal Investment Risks section of the prospectus.
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