Forum Discussion
Stuck...Ideas for Dry Content
Hi, I'm working on a very technical financial presentation that contains a lot of lists and tables of attributes, etc. I've done the click and reveal multiple times and am looking for something different! Here's an example of one of them. I don't want to just slap the tables in there, but I'm out of ideas!
Mutual Funds versus Exchange-Traded Funds | ||
|
Mutual Funds |
ETFs |
Variety |
Wide choice: Active and Passive |
Mainly passive/indexes. Active ETFs are launching at an increasing rate. |
Taxation |
Subject to taxation on dividend and realized capital gains. |
Subject to taxation on dividend and realized capital gains. |
Valuation |
NAV, based on actual price of underlying portfolio. Transactions via mutual fund company. |
Creations and redemptions at NAV. Transactions via an exchange. Market price may be valued somewhat above or below NAV, but the deviation is typically small due to arbitrage. |
Trading |
End-of-day. |
Continuous. |
Management Fee |
Depends on fund: Low for index funds. Higher for active funds. |
Depends on ETF: Low and, in some cases, even lower than for index mutual funds. |
Capacity |
May soft or hard close to investors at the manager’s discretion |
Do not hard or soft close |
License Required |
Series 6 |
Series 7 |
1 Reply
- JudyNolletSuper Hero
Can you put the content into context? For example, create mini scenarios and ask which type of fund would meet the client's needs. That lets you present the info in the feedback.
In other words, help them learn how they'll use the info. They need to know "WIIFM" ("what's in it for me?").