You know ETFs. Your clients don’t—yet.
Plain-language guides to get your clients up to speed fast.
Each guide covers a single ETF concept in clear, simple terms and is short enough that clients will actually read it.
Share before meetings, send when questions come up, or use them to get ahead of the calls that tend to follow market volatility.
Compliance-approved for direct client distribution.
The guides
How to use them
Send a relevant explainer 48 hours before a client meeting. Your client arrives with context, you skip the basics, and the conversation starts where it should.
During a meeting, sharing an explainer alongside your recommendation adds a layer of credibility that goes beyond your word alone. It shows your thinking is grounded in institutional research, not just your opinion.
After implementation, they’re useful for staying ahead of client anxiety. The tax efficiency explainer earns its keep every November. The trading one is worth having ready whenever markets get volatile and intraday price swings start prompting questions.
Built on Voya’s institutional expertise
Voya IM has spent decades managing fixed income strategies for institutional investors. These explainers draw on that same expertise, written for the clients sitting across from you.