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TRACs & ETFs Workshop

The architecture of index investing, explained with the rigour wealth demands.

Virtual Live4hMar 2026

Program Description

Index investing transformed portfolio management. Understanding its vehicles is no longer optional: ETFs and TRACs are today central building blocks of wealth creation, in the global markets and in the Mexican market alike. This workshop addresses them with the depth required of anyone who advises capital.

Over four hours of live instruction, participants work through the mechanics of these instruments: how they are structured, how they behave against their benchmark index, what visible and hidden costs they carry, and the criteria by which they should be selected. The lens is that of the wealth advisor: portfolio decisions, not issuance engineering.

The Virtual Live format allows participation from any location without sacrificing the interaction of a live class. A limited investment of time, with a direct return on the quality of investment decisions.

General Objective

To equip participants with a rigorous, practical framework for understanding, evaluating and integrating TRACs and ETFs into wealth portfolios, with clear criteria on selection, cost, liquidity and risk.

Learning Objectives

  • 01Understand the structure and operating mechanics of TRACs and ETFs.
  • 02Distinguish index replication methods and their risk implications.
  • 03Evaluate the total cost of these vehicles: fees, spreads and tracking deviation from the index.
  • 04Analyse liquidity and the unit creation and redemption process.
  • 05Compare index vehicles against active management alternatives using objective criteria.
  • 06Integrate TRACs and ETFs into the construction of diversified wealth portfolios.
  • 07Formulate selection criteria immediately applicable to one's own or a client's portfolio.

Why Take This Program

  1. Four hours concentrated on a single subject: maximum density, zero filler.
  2. Virtual Live format: live, interactive sessions accessible from any city.
  3. Part of the 2026 catalogue of the Private Wealth Management Institute.
  4. Covers the two central vehicles of index investing: TRACs and ETFs.
  5. A wealth management perspective: the analysis starts from the needs of the investor and their advisor.
  6. Selection and evaluation criteria immediately applicable to the portfolio.
  7. Scheduled for March 2026 within the official PWM calendar.
  8. Tuition of $25,000 MXN plus VAT.
  9. A format compatible with executive schedules: short, remote and live.
  10. Backed by RiskMathics, Latin America's reference institution in financial training.

Syllabus — Key Topics