Exchange Traded Fridays - Episode 10 - The Portfolio Manager and Finfluencer

The ETFtracker Show

Week 10 of The ETFtracker Show’s Interview with Experts series. In today’s episode we speak with Jess Leung, Portfolio Manager at BetaShares as well as a social media influencer in her own right helping to provide better education to everyday investors. We talk about Jess’ origin stories from what got her interested in finance and eventually ETFs, the type of work she does each day and also what led her to creating her social media channel TheLeungWay where her Instagram and Tiktok following are growing fast!

Jump to 13:18 as this gets into Jess' reasons for getting into the social media and financial education space.

Chapters

• 0:00 - Intro
• 2:07 - How Jess got started in finance and the markets. It goes way back to Primary School and even her first model portfolio to how she joined BetaShares druring the pandemic.
• 4:45 - More about Jess' role at BetaShares and her areas of focus. For her it's equities and ESG (think ETHI, FAIR, CLDD and RBTZ)
• 6:00 - Getting into ESG, what are Jess' thoughts on ESG investing and how strong here interest is in this space.
• 8:15 - Where does Jess suggest that investors should go to look under the hood of ETFs especially when considering ESG. BetaShares have a process that includes an RIC (Responsible Investment Committee) and more.
• 9:55 - More on ETHI and FAIR, what are these flagship funds all about
• 11:40 - Where Jess and team look for innovation to bring to Australian ETF markets. Overseas crystal ball gazing plays a role here.
• 13:18 - Getting into the finfluencer part of the chat and what lead Jess to start her channel (TheLeungWay). There is much more of a need to talk about risk as part of the education to retail investors and not enough are doing that.
• 17:22 - More on Jess' getting into the social media space and educating retail investors.
• 19:30 - Tips for investors getting started with ETFs - its starts with looking under the bonnet of the ETF and understanding the index methodology (how the names go in and out of the fund). It's okay to change your mind as well.
• 23:21 - Wrap up and how you can get in touch with Jess and see TheLeungWay on socials.

You can watch this on YouTube: https://www.youtube.com/watch?v=P9OevwNjfQw&ab_channel=ETFtracker

Or you can check out the podcast page on our website: https://www.etftracker.com.au/podcasts

Also see my Linktree for more info on ETFtracker: https://linktr.ee/etftracker

Links

• Jess’ LinkedIn: https://www.linkedin.com/in/jessica-sy-leung/
• BetaShares Linkedin: https://www.linkedin.com/company/betashares/
• Instagram: https://www.instagram.com/theleungway/
• TikTok: https://www.tiktok.com/@theleungway?
• Betashares Education Centre: https://www.betashares.com.au/education/
• Interview we had with Jess’ colleague Peter Harper: https://www.youtube.com/watch?v=G0OMXn6WA4E&ab_channel=ETFtracker

#ETFs #exchangetradedfunds #ASX #ChiX #podcasts #betashares #ESG #finance

Disclaimer: This promotional video is for information purposes only. You should not rely on this as the basis to make an investment decision. This information does not take into account your investment objectives, particular needs or financial situation. While every effort has been made to ensure the information is accurate; its accuracy, reliability or completeness is not guaranteed. Past performance is not a reliable indicator of future performance.