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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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Utilizing ETFs to help meet your investment goals

See how ETFs may fit into your investing plan and help you become a more confident investor.

Thursday, April 8, 2021
Noon – 1:00 p.m. ET

Intermediate
Exchange-Traded Funds

Exchange-Traded Funds

Exchange-Traded Funds

Exchange-Traded Funds

Exchange-Traded Funds

Exchange-Traded Funds

ETFs can be part of an effective strategy to help an investor meet their financial goals. Maybe your strategy involves looking for income, or exposure to a particular theme or sector? Perhaps you are looking to balance your portfolio to match your risk tolerance? Whatever your objectives may be, ETFs offer an opportunity to build and rebalance your portfolio to help meet your unique needs.

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David Geonetta, CFA^®

Vice President, ETF Management & Strategy
Fidelity Investments

Lee Sterne, CFA^®

Vice President, ETF Strategy
Fidelity Investments

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Exchange-traded products (ETPs) are subject to market volatility and the risks of their underlying securities, which may include the risks associated with investing in smaller companies, foreign securities, commodities, and fixed income investments. Foreign securities are subject to interest rate, currency exchange rate, economic, and political risks, all of which are magnified in emerging markets. ETPs that target a small universe of securities, such as a specific region or market sector, are generally subject to greater market volatility, as well as to the specific risks associated with that sector, region, or other focus. ETPs that use derivatives, leverage, or complex investment strategies are subject to additional risks. The return of an index ETP is usually different from that of the index it tracks because of fees, expenses, and tracking error. An ETP may trade at a premium or discount to its net asset value (NAV) (or indicative value in the case of exchange-traded notes). The degree of liquidity can vary significantly from one ETP to another and losses may be magnified if no liquid market exists for the ETP's shares when attempting to sell them. Each ETP has a unique risk profile, detailed in its prospectus, offering circular, or similar material, which should be considered carefully when making investment decisions.

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David Geonetta, CFA^®

David Geonetta, CFA^®, is vice president of ETF Management & Strategy at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.

In this role, Mr. Geonetta is responsible for the ETF initiative, collaborating with others across the firm on development, management, and distribution of proprietary ETFs. Prior to assuming his current position in 2016, Mr. Geonetta was responsible for product strategy, development, management, and advocacy for various Fidelity sector equity strategies. He has been in the financial industry since 2005.

Mr. Geonetta received his bachelor of science degree in business administration from the University of Denver and his master of business administration degree from Boston College. He is also a CFA^® charterholder.

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Lee Sterne, CFA^®

Lee Sterne is vice president of ETF Strategy in the ETF Management and Strategy Group at Fidelity Investments.

Mr. Sterne is responsible for the development of Fidelity's Fixed Income ETF strategy. He led Fidelity’s 2014 and 2018 fixed income ETF launches and continues to actively promote the existing suite and develop future products.

He has worked at Fidelity for 8 years, based in the Merrimack, NH location. Prior to Fidelity he worked for 15 years at BlackRock (formerly Barclays Global Investors), where he held various roles including Head of Fixed Income ETF Portfolio Management and Trading He oversaw the largest fixed income ETFs in the market, including the iShares iBoxx $ Investment Grade Corporate Bond ETF- LQD, and the iShares Core U.S. Aggregate Bond ETF- AGG. He has been in the financial industry since 1989.

Mr. Sterne earned his bachelor of arts degree from Colgate University. He is also a CFA^® charterholder and holds the Financial Industry Regulatory Authority (FINRA) Series 7, 24, and 63 registrations.

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