Category: Investing

390 posts categorized as "Investing"

The Pros and Cons of Fixed Income ETFs

June 2, 2016

Content provided by Marc Pfeffer, CLS Senior Portfolio Manager Currently, there are nearly 300 fixed income exchange traded funds (ETFs) in the marketplace. That is four times as many as in 2008. Demand continues to be strong for fixed income ETFs, and for some good reasons. The Pros: Liquidity, Diversity, Price, and Efficiency Fixed income…

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Gold, Emotions, and Poor Behavior

May 27, 2016

Content provided by Paula Wieck, CLS Portfolio Manager Gold is up about 20% so far this year. This is about the time when investors start asking if we have gold exposure in our portfolios. Whether we do or do not isn’t the point I want to drive home (we do have exposure to gold miners…

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The Makings of a Good Smart Beta ETF

May 11, 2016

Content provided by Joe Smith, CFA – CLS Senior Market Strategist Smart beta ETFs continue to be a popular topic in the investment industry. They’ve created excitement because they follow indexes that intentionally deviate from a market-cap-weighted index and have deep roots in academic and institutional investment circles. This provides opportunities for additional risk management…

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International Fund Team, Assemble!

May 5, 2016

Content provided by Kostya Etus, CLS Portfolio Manager As you may already know, I’m a pretty big movie buff. I usually watch at least one movie every day and I’ve pretty much seen every movie since 1980, feel free to quiz me sometime by guessing one I may not have seen. I also really like…

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Benefit of Factor Based ETFs in a Challenging Market Environment (4 of 4)

May 4, 2016

1510-CLS-4/14/2016

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Six-Putts, Statistics, and Investing

May 3, 2016

Content provided by Scott Kubie, CFA, CLS Chief Strategist Ernie Els, an accomplished golfer, six-putted the first green of the Masters Golf tournament in Augusta, Georgia. Of his six putts, five were within 3 feet of the hole. A Bloomberg article examined Els’s history-making putting performance and determined it should only happen once in 10,000,000…

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How Advisors are Using Factor Based Investing with MSCI (3 of 4)

April 27, 2016

1510-CLS-4/14/2016

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How Factor Investing is Applied in Portfolios with MSCI (2 of 4)

April 20, 2016

1510-CLS-4/14/2016

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Adapt or Perish

April 19, 2016

Kevin, with his wife Lyndsay, are expecting a baby in June. Content provided by Robyn Murray, Freelance Writer Kevin Zlomke’s day begins at 7 a.m. with a simple routine. Sitting at his desk, coffee in hand, he sifts through pages of data – scrubbing funds, updating numbers, and making sure the previous day’s trades are…

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Introduction to Factor Investing with MSCI (1 of 4)

April 13, 2016

1510-CLS-4/14/2016

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