Case Studies in Fixed Income ETF Investing: From Investment Thesis to Execution

Date: Tuesday, November 29, 2022 

ETFs are excellent market access tools in all asset classes, but particularly so in Fixed Income, where they provide precise exposure and enhance execution. Asset owners and asset managers can make very quick adjustments to their portfolios using ETFs to achieve investment objectives.
 
The panelists will discuss how the Bank of Canada, the Bank of England and the Federal Reserve have cited the benefits ETFs bring to trading bonds, even in difficult markets. Using valuable case studies in Canada and the United States, the panelists will examine the investment objectives underlying large block trades and dissect how the ETF ecosystem facilitated the execution. 
 
The discussion will cover Government, Corporate and High Yield, identifying some unique advantages ETFs bring to each segment along the Yield Curve.
 
Speakers:
Tony Treier, Senior Portfolio Manager, Fixed Income and Currencies, TELUS Corporation Pension Plan
Jimmy Karam, Director, ETF Trading, Capital Markets, BMO Capital Markets
Greg Walker, Director, ETF Capital Markets & Strategic Partnerships, BMO ETFs

Moderator:
Mark Webster, Director, Institutional & Advisory, BMO Global Asset Management

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