Many advisors utilize ETFs to follow investment trends alongside the reduction of risk in their portfolios. Understanding how world events can shift capital markets, while focusing on ETFs that cut across countries and investment risk profiles, allows advisors to provide greater opportunities for their clients in turbulent markets.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton. Dina shares how Franklin Templeton has grown, revealing their increased presence and focus on the ETF market while providing her best practices for advisors looking to invest in ETFs.

Douglas and Dina discuss: 

• Pivotal career points and how Dina evolved both her career and Franklin Templeton’s ETF business. 
  
• ETF trends in the marketplace and how investment products are responding, including COVID, the Russian-Ukraine conflict and inflation.
  
• The key challenges for Advisors in today’s markets. 
  
• Opportunities on a global scale when using ETFs, as it relates to a given region or resource rich company.
  

Resources

WealthManagement.com 

Connect with Douglas Yones

LinkedIn: Douglas Yones, ChFC®

Connect with Dina Ting

LinkedIn: Dina Ting
Franklin Templeton