Financial Professional
Institutional Investor
Individual & Shareholder

June 2022

What Should I Know About Trading ETFs?


Exchange Traded Funds have seen massive inflows in recent years as investors recognize the many benefits the ETF vehicle can provide. The fact that ETFs trade on an exchange can also require advisors to adopt new trading procedures as they seek to effectively implement them into their practice.
On this edition of Peer-to-Peer, we dive into the most common ETF trading and operational questions, hearing insights from both the custodial and advisor perspective.

We will discuss:

  • The function of a custodial institutional trading desk and how they work with advisors
  • How an advisory firm that primarily used mutual funds began to implement ETFs
  • Best practices when structuring ETF trading procedures

What Should I Know About Trading ETFs?

Peer-to-Peer with Tom Generazio and Marc Jimenez, CFA, CFP

The views expressed in this presentation are the speaker’s own and not necessarily those of American Century Investments. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances.

Tom Generazio (TD Ameritrade) and Marc Jimenez, CFA, CFP® (CAM Imvestor Solutions) are not affiliated with American Century Investments.®