Join Scott Dennis, Head of ETFs at TCW, and Eric Biegeleisen, Partner at 3EDGE, for a discussion on how advisors can build and manage dynamic portfolios with active ETFs.
TCW is a privately held global asset manager with expertise across fixed income, public equity, and alternative credit. Established in 1971, the firm now has 11 offices worldwide, $200 billion in assets under management, and serves financial advisors, institutional investors and consultants, insurance, and individual investors.
3EDGE is an asset manager serving individual investors, family offices, and institutional clients. The firm has approximately $2.1 billion in assets under management for endowments and foundations, as well as an additional $1.17 billion in assets under advisement.
Advisors are operating in a more complex market environment where concentration has increased and outcomes beneath the index are more varied. In this session, Dennis and Biegeleisen will explore how ETFs are evolving from simple exposure vehicles to tools for more dynamic portfolio construction, and what that means for implementation, risk management, and advisor decision-making today.
You’ll gain a practical framework for evaluating active ETFs, defining their role within portfolios, and incorporating them in a measured, incremental way, without disrupting existing allocations.
What you’ll learn
- How ETFs are evolving from “wrappers” to tools for portfolio construction
- Why concentration and dispersion are changing how portfolios behave
- What advisors are delegating when using active ETFs and what remains in their control
- Where active ETFs may add value across equities and fixed income
- How to evaluate active strategies beyond short-term performance
- Practical steps to incorporate active ETFs without a full portfolio rebuild
Accepted for 1 CFP / IWI / CFA CE Credit