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Course 101 – An Introduction to ETFs and Funds
26 - 28 March 2018
17:00 - 19:30
Malta Stock Exchange, Valletta 

Contact Person
Mr Cliff Pace
Event Overview

Open-ended funds and Exchange Traded Funds (ETFs) have become a very popular, cost-effective and efficient way for investor to build diversified portfolios. Funds are widely used by investors and include a wide variety of assets including bonds equities, real-estate and commodities. This course will focus primarily on the different types of funds available to investors ranging from Exchange Traded Funds (ETFs), to open-ended and closed-ended funds. The course will contrast ETFs versus traditional funds, differentiate between active and passive management, explain the prospectus, expense ratios and other key points.


  • Mr Cliff Pace

    Cliff is the Head of Marketing and Corporate Communications at the Malta Stock Exchange plc. and previously was Head Business and Product Development and Head of Compliance and Market Operations. He has been employed at the Exchange for over 6 years. He is also a visiting lecturer at the University of Malta, lecturing Corporate Strategy and International Business. Cliff comes from a long career in Financial Services, having held executive positions in Branch Management, Public Relations, Marketing and Banking Operations. Cliff has a Henley MBA amongst other academic qualifications.



Topics to be discussed:

  • What are funds and fund terminology
  • The Sharpe Ratio and risk adjusted returns
  • Comparing open-ended versus closed-ended funds
  • What is an NAV and how it is calculated
  • Discounts, premiums, closed-ended fund and how they work
  • Characteristics of fund investing
  • Exchange Traded Funds (ETFs)
  • Understanding total return, indices and tracking error
  • What to look out for when purchasing funds
  • Reading a prospectus and understanding expense ratios
  • Active versus passive ETFs and smart beta
  • Index, commodity and currency ETFs
  • Understanding bond, equity and balanced funds
  • Leveraged and inverse funds
  • ETF and fund risks
  • Managing a portfolio of ETF classes


Why should delegates attend?

Funds and ETFs are and will remain an important part of investor’s asset classes, and attendees will learn how to build a portfolio using these instruments as part of an overall investment strategy.

Registration Information
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Course 101 – An Introduction to ETFs and Funds

Booking Information

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Group Discounts: A discount of 21.05% (based on the original price ticket [€190] for members) will be applied if you register 6 or more attendees, from the same company, at the same time, for this event.
Early-bird Discounts: A discount of 0% will be applied if you register till the .

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