Contents of this Jam

This [Part 3 of 4] of StashAway's Financial Wellness Series is an investor’s guide to the world of Exchange-traded Funds (ETFs). ETFs have become a prolific investment tool, yet not all ETFs are created equally.

Here, you will learn about ETFs, and how they can help to diversify their investments in a passive and cost-effective way. Often, agents sell people traditional investment products that inherently don’t have the client’s best interest in mind, resulting in people paying unnecessarily high fees, and investing in products that are not appropriate for their personal risk levels.

This is where ETFs can come in and align your employees’ interests. You pay your employees’ salaries, so now let’s help them make the most of it.

Topics Covered
• What ETFs are
• Who an ETF is right for
• How ETFs can serve as a reliable wealth-building tool

Your Instructor

Marilyn So is the Head of Business Development at StashAway HK.

After completing her undergraduate degree, Marilyn started her career at Barclays Capital covering private banks in a multi-asset sales team for over 5 years in Hong Kong. Subsequently, driven by her curiosity in technology, she moved to Charles & Keith to drive digital transformation for the group and build the e-commerce business focused on the US market.

Marilyn holds an MBA from Columbia Business School and a BA double major in Economics and East Asian Languages and Literature from Smith College.