ETFs have been one of the most successful financial innovations in the past few decades and are heading for yet another record year. But what makes ETFs so successful and attractive to investors?

Ready to provide the answers are Nic Basson, marketing strategist in ETFs, and Alex Olivares, head of EMEA campaign marketing at Invesco, who join Twink in the virtual studio to discuss the history and opportunities for ETFs.

Themes covered in this episode: 

  • The history and landscapes of ETFs
  • The differences between ETFs and mutual funds
  • The growth of ETFs and why more and more investors are using them in their portfolio
  • The next stage for ETFs
  • Key considerations for marketers when looking to market ETFs

Introducing the participants: 

Nic Basson was head of marketing for Source ETF before its sale to Invesco in 2017, where he had a number of senior roles, recently in Marketing Strategy and Planning at Invesco for the EMEA region. Prior to this he worked in equity sales at Bank of America Merrill Lynch covering EEMEA and LatAm equities. Nic also holds a Master of Commerce from the University of the Witwatersrand, South Africa.

Alex Olivares is head of EMEA campaign marketing at Invesco. Prior to that he held various global marketing roles at Source ETFs, Capital Group and AllianceBernstein. He enjoys learning about seemingly disparate topics and has worked in management consulting, US politics and investment banking. Alex holds an MBA from TRIUM (London School of Economics, New York University, HEC Paris) and a BA in English Literature from the University of Chicago.