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WE BOSTON | Evolution of Digital in the ETF Industry

NEXT EVENT: 2016 SUMMER SOCIAL 
 
APRIL 25, 2016
WE BOSTON | EVOLUTION OF DIGITAL IN THE ETF INDUSTRY

Discuss how asset management firms are expanding into digital technology across products, markets and distribution channels.

Review advances in big data, digital technology and social media to help:

  • Improve decision making processes
  • Provide opportunities to streamline costs
  • Transforming client relationships (communications, sales and customization)

Review the impact of robo-advisors in the ETF industry and assess how their model evolves the client experience across the generations and creates opportunities to reach customers more efficiently as well as improve operating costs.

 AGENDA   
 4:00 PM NETWORKING 
 4:30 PM OPENING REMARKS 
 4:40 PM PRESENTATIONS BY:
  Mark Israel
Principal, PwC

David Koenig
Vice President, Chief Investment Strategist, Schwab Intelligent Portfolios 
 5:00 PM ROUNDTABLE DISCUSSION
  Led by Brie Williams, Head of Practice Management, SSgA 
 5:30 PM NETWORKING
   

 
 
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