Content provided by Paula Wieck, CLS Portfolio Manager CLS is an investment firm that specializes in ETFs. So, why do we consider ourselves specialists? Did you know that we analyze over 200 data points on over 1,200 ETFs on a daily basis? That’s about a quarter of a million statistics which aid us in the investment… Continue reading What makes us an ETF Specialist?
Category: Exchange Traded Funds
New Active Methodology
Q: What is CLS’s active methodology? Pure, focused, global portfolios dedicated to a particular asset class segment, risk, or theme. These portfolios are concentrated; they will take active tilts relative to their benchmarks, and likely have higher turnover than our conventional Risk-Budgeted portfolios over time. Q: What are the differences between the active strategies and… Continue reading New Active Methodology
New Strategic Methodology Q&A
Q: What is CLS’s strategic methodology? In short, we emphasize high quality stocks and bonds. High quality stocks are those companies that tend to have higher profitability, stronger balance sheets, and higher dividend growth. High quality bonds meanwhile, are essentially Treasury bonds, including Treasury Inflation-Protected Securities (TIPS). Once the portfolio is established, we will not… Continue reading New Strategic Methodology Q&A
New Strategies: Q&A
Q: CLS has developed 10 new strategies, what was the driving force behind the expansion? When you walk into our building, the first thing you see on the wall is the saying “We empower investment advisors.” In short, these new strategies will help us reach out and empower more advisors to help more investors. One… Continue reading New Strategies: Q&A
Top and Bottom ETFs
Content provided by Rui Wang, CLS Research Analyst 2013 was a great year for equity market in general, with the price return of the S&P 500 up 29 percent and the Russell 2000 up 36 percent. However, the MSCI ACWI ex-US index only rose 12 percent. Compared to the broad market indices, there was a… Continue reading Top and Bottom ETFs
Factor Investing
Content provided by Sierra Morris, CLS Junior Investment Research Analyst Smart beta has gotten a lot of press lately. This branding isn’t as intuitive as we would like, so CLS has decided to take a different spin on the name and call it “factor investing.” As an added bonus, by changing our labeling we won’t… Continue reading Factor Investing
Statistics About ETF’s Show Exploding Growth
Content provided by Josh Jenkins, CLS Investment Research Analyst The universe of exchange traded products has experienced explosive growth over the last decade, and its continuing to grow. As of the end of September there are now 1,509 exchange-traded products (ETP): 1,302 ETF’s and 207 ETN’s. During the month there were six new ETPs that… Continue reading Statistics About ETF’s Show Exploding Growth
Missed the Cut
Content provided by Grant Engelbart, CLS Research/Portfolio Analyst In the ETF world, there is a constant barrage of new ETFs being issued and companies filing for new ETFs with the SEC. What’s often ignored is there are also a number of ETFs that close down each year. There are a number of reasons an ETF… Continue reading Missed the Cut
ETF Duress
Content provided by Grant Engelbart, CLS Research/Portfolio Analyst With the recent volatility in fixed income and emerging markets, ETFs have come under the microscope for being less-than-perfect investment vehicles. The Financial Times (FT) published an article on June 20 that ruffled some feathers among those in the ETF industry, to say the least. Let’s briefly… Continue reading ETF Duress
MEOW: Pet Spending Continues to Rise
Content provided by Steve Donahoe, CLS Senior Portfolio Manager One of my favorite sayings is to “never underestimate the propensity of the U.S. consumer to spend money.” Along that line, I found this interesting: Americans spent an estimated $53 billion on their pets in 2012, a number that’s grown nearly 30% in the past five… Continue reading MEOW: Pet Spending Continues to Rise