David Stephenson is Director, ETF Strategy and Development at CIBC Asset Management. He is responsible for helping to set the strategic direction for the business and monitoring industry trends as well as launching new products and managing existing products.
Prior to joining CIBC Asset Management in 2018, Mr. Stephenson worked for ETF providers BlackRock and Vanguard. He has over 20 years of experience in product development and management roles.
Mr. Stephenson holds a Bachelor of Commerce degree from Ryerson University. He is also a Chartered Alternative Investment Analyst (CAIA), Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI).
Listen to the full podcast on AdvisorToGo, powered by CIBC.
Breaking down tactical ETFs to reposition portfolios.
Listen to the full podcast on AdvisorToGo, powered by CIBC.
Product innovation, generational shifts should contribute to adoption.
Interest in one-stop solutions may grow.
New products are making it easier to use ETFs tactically.
Active ETFs are capturing an increasing share of fund assets.
David Stephenson, Director, ETF Strategy Development, CIBC Asset Management
Flows to thematic funds are likely to continue.
Market hurdles throughout 2020 have accelerated ETF growth.