Exchange Traded Funds (ETFs): Fundamentals and Operational Practices

Exchange-Traded Funds (ETFs) have become one of the fastest-growing investment vehicles globally, offering investors transparent, liquid and cost-efficient market access.
This training provides a complete and practical overview of the ETF lifecycle - from initial structuring to day-to-day operations, trading considerations, and ongoing regulatory obligations. Participants will gain a clear understanding of how ETFs function in practice and how Luxembourg’s fund landscape shapes the setup and management of ETF products.

This training aims to give participants a clear and practical understanding of how ETFs work, how they are set up in Luxembourg, and how they operate throughout their lifecycle. By the end, participants will be able to recognise the roles of key actors, distinguish replication methods, understand regulatory, tax and compliance requirements, and appreciate the operational and trading mechanics that ensure efficient ETF functioning.

• Introduction to ETF
• Setting up an ETF in Luxembourg
• Key actors in the ETF ecosystem
• ETF replication methods
• Risk & compliance frameworks
• Regulatory & tax considerations
• Operating an ETF
• Trading & liquidity management
• Transparency & audit requirements
• Bringing it all together