Episode 5: How ETFs Will Earn More of Your Assets

Exchange-traded funds, or ETFs, built their initial reputation as passive investment vehicles, and in that context they’ve matured —with a tradable ETF for practically every passive index in the financial markets. But the entrepreneurial nature of the industry has redirected ETFs toward an actively managed path. This presents significant risks —and opportunities —for traditional asset managers and mutual fund complexes.

Join Citi’s Rob Rowe, U.S. Regional Director of Research and Head of the Global Strategy and Macro Group, and Scott Chronert, Head of U.S. Equity and ETF Strategy, as they explore the key factors that are driving this paradigm shift, and the implications for both institutional and retail investors.

Access the related Must C publication, Sizing the ETF Opportunity: From Passive Revolution to Active Evolution: https://www.citigroup.com/global/insights/sizing-the-etf-opportunity

This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information purposes only and does not constitute an offer or solicitation to purchase or sell any financial instruments. The contents of this podcast are not based on your individual circumstances and should not be relied upon as an assessment of suitability for you of a particular product, security, or transaction. The information in this podcast is based on generally available information and, although obtained from sources believed by Citi to be reliable, its accuracy and completeness are not guaranteed. Past performance is not a guarantee or indication of future results. This podcast may not be copied or distributed, in whole or in part, without the express written consent of Citi. © 2024 Citigroup Global Markets Inc. Member SIPC. All rights reserved. Citi and Citi and Arc Design are trademarks and service marks of Citigroup Inc. or its affiliates and are used and registered throughout the world.