Category: Exchange Traded Funds

61 posts categorized as "Exchange Traded Funds"

Checking Your Investment Vision for 2020

November 19, 2019

Orion Advisor Solutions Chief Investment Officer Rusty Vanneman recently presented during a S&P Dow Jones Indices webinar about the growing range of strategies for advisors to consider as you recalibrate client portfolios to account for what has become a consistently volatile market.

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Win by Losing Less

November 28, 2018

Content provided by Grant Engelbart, CFA, CAIA, Director of Research & Senior Portfolio Manager Risk Budgeting focuses on the management of volatility in client portfolios. This manifests itself in the most apparent form for clients during market corrections, where “risk” and “volatility” move from being vague statistical measures to “Wait, how much money did I…

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Reason to Invest Internationally #18: Wider Opportunity Set

May 3, 2018

Content Provided by Kostya Etus, CFA, Portfolio Manager As you may know, we have written a great whitepaper named “Why International: The Case for International Investing,” which highlights 17 reasons why investing internationally is ‘always’ a good idea, not just now when relative valuations are so attractive. Although 17 seems like a lot, I am…

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10 Years Later: Lessons Learned from the Global Financial Crisis

April 20, 2018

Content provided by Rusty Vanneman, CFA, CMT, Chief Investment Officer Question: Ten years have passed since the onset of the financial crisis. What about the past decade has changed your thinking about the economy, financial markets, or investing?  While I honestly think most of my investment philosophy and approach remains essentially the same, there are degrees of emphasis that have…

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CLS Investments: Q&A with Edward Rosenberg, American Century – Part 2

December 7, 2017

Joseph Smith, CFA, CLS Senior Market Strategist and Edward Rosenberg, Senior Vice President and Head of ETF American Century Investments continue to discuss the world of ETFs. Smith asks Rosenberg about the “race to zero” and if the price of ETFs really matters.

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CLS Investments: Q&A with Edward Rosenberg, American Century – Part 1

December 6, 2017

Joseph Smith, CFA, CLS Senior Market Strategist sits down with Edward Rosenberg, Senior Vice President and Head of ETF American Century Investments to discuss where the industry has been, where it is going, and important challenges/issues that need to be solved.

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ETF Expense Ratios: More Than Meets the Eye

November 16, 2017

Content provided by Grant Engelbart, CFA, CAIA, Portfolio Manager We’ve all got our pet peeves and soap boxes. For most people they have to do with human behavior. But for me, my biggest pet peeve is the constant attention to ETF expense ratios! The fee war has gotten out of control. I’m actually surprised there…

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Explaining the Growth in ETFs with Three Insightful Charts

May 3, 2017

Content provided by Joe Smith, CFA, Senior Market Strategist The ETF industry continues to be a hot topic in the investment world as these flexible funds continue to show stellar growth. ETF flows for the year so far are on pace to set another record for asset-gathering activity. So, by the numbers, what’s really behind…

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How to Explain Smart Beta Investing with a Simple Example

April 12, 2017

Content provided by Joe Smith, CFA, Senior Market Strategist Smart beta ETFs continue to dominate the financial news as more investors and asset managers grapple with the continued shift from active to passive investing. Despite this movement, smart beta investing is still widely unknown, and there is little understanding about what it actually means. At…

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CLS is a Unique Investment Manager

February 24, 2017

Content provided by Rusty Vanneman, CFA, CMT, CLS Chief Investment Officer At CLS, I like to think that – We are Unique. We are Experts. We are Nice. As for being unique, I was able to get even more evidence supporting that from the latest Brown Brothers 2016 U.S. and European ETF Investor Survey. Before…

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