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For professional clients only. The value of investments and any income from them can go down as well as up and investors may not get back the amount originally invested. Approved for issue in the UK by HSBC Global Asset Management (UK) Limited, who are authorized and regulated by the Financial Conduct Authority. www.assetmanagement.hsbc.co.uk Copyright © HSBC Global Asset Management 2018

Our approach to ETFs

Commitment

  • HSBC is committed to this business for the long term. We consider Exchange Traded Funds (ETFs) to be core elements of investment portfolios
  • Using our brand is the best way for us to demonstrate this commitment

Risk

  • Our business, like yours, depends on managing risk well
  • This issue has never been higher on the investment agenda. Not just counterparty risk, but all risks, from operational to reputational
  • The risk profile of an ETF is impacted by the investment approach taken. Our index based ETFs aim to strike the right balance between close tracking of the index return and a simple and robust investment process. While our actively managed ETFs aim to produce greater risk adjusted return then their reference index
  • You need to be able to trust who you deal with. Risk management is at the top of HSBC's ETF agenda

Performance

  • The market exposures or indices relevant to your clients are the ones we intend to focus on
  • Your clients may be interest in using an ETF to:
    - Track the performance of an leading index for a specific market
    - Access to ETFs linked to an integrated family of indices from a major index provider, or,
    - Seek potential greater risk adjusted returns via active ETFs
  • We can help your clients deliver the performance needed with HSBC ETFs

Cost

  • ETFs have a reputation for being cost-effective investment tools
  • We are confident HSBC ETFs will live up to this reputation
  • And we are not just referring to annual management fees but the total cost to you of holding HSBC ETFs
  • Without compromising on quality, we are leveraging our scale to your advantage

Liquidity

  • We understand the importance of liquidity and how to nurture it for your benefit
  • The capabilities of HSBC Global Banking and Markets are being harnessed in this respect
  • We are also working with other market makers specialising in offering liquidity for ETFs
  • You can rest assured that we will strive to maintain the highest levels of liquidity for our ETFs

Convenience

  • You choose the trading venue or platform that suits you
  • We will work hard to be present wherever you want to trade, on or off exchange
  • Post trade, we will make it easy to get the information you need
  • You can count on us to be a convenient choice

The value of investments and any income from them can go down as well as up and investors may not get back the amount originally invested.


Professional support

E-mail: wholesale.clientservices@hsbc.com

*To help us continually improve our service and in the interest of security, we may monitor and/or record your telephone calls with us

ETF Literature