Canadian Market Innovation: Introducing Platform Traded Funds (PTFs)

Platform-Traded Funds (PTFs) are a Canadian innovation, a
comparatively new distribution channel accessible to all
investors, asset managers and their dealers who want more
efficient and lower cost transactions in assets not listed on a
stock exchange. PTFs are typically a class or series of an
existing investment fund that investors can buy or sell at an
end-of-day net asset value (NAV) per share/unit.  PTFs offer
an array of benefits, but are they right for your fund, dealers,
advisors or investors?  In this podcast, expert
representatives from Invesco, NEO Exchange / CBOE and CIBC Mellon
will help participants understand how PTFs are structured, key
opportunities and challenges, what sponsors need to know as they
consider offering their funds through a PTF structure, and speak
to recent trends. Featuring  Lisa-Marie McDermott, Head of
Wealth Management Platforms, Invesco Canada; Erik Sloane, Chief
Revenue Officer, NEO and Ron Landry, Head of Product and Canadian
ETF Services, CIBC Mellon.  Hosted by Bart Roter,
Relationship Executive, CIBC Mellon.





This presentation contains the presenter’s personal views and not
those of CIBC Mellon or any other person. It may be considered
advertising, and provides general information only and neither
the presenter nor CIBC Mellon nor any other person are, by means
of this presentation, rendering accounting, business, financial,
investment, legal, tax, or other professional advice or services.
 This presentation is intended for general informational
purposes only.  It may not be regarded as comprehensive nor
as a substitute for professional advice.  Before taking any
particular course of action, contact your professional advisor to
discuss these matters in the context of your particular
circumstances.  Neither the presenter nor CIBC Mellon accept
responsibility for any loss or damage occasioned by your reliance
on information contained in this presentation.


2022 CIBC Mellon. CIBC Mellon is a licensed user of the CIBC
trade-mark and certain BNY Mellon trade-marks, is the corporate
brand of CIBC Mellon Trust Company and CIBC Mellon Global
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reference either or both companies.  None of CIBC Mellon
Global Securities Services Company, CIBC Mellon Trust Company,
CIBC, The Bank of New York Mellon Corporation and their
affiliates make any representations or warranties as to its
accuracy, currency or completeness, makes any commitment to
update any information.  No part of the presentation is an
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