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
Category: Investing
Some Thoughts About China
Content provided by Rui Wang, CLS Research Analyst The recent strong rebound of the Chinese equity market has caught the eye of many investors. In fact, though the Chinese equity market performance has underperformed the U.S market for a year, it is still one of the best-performing emerging equity markets. Although recently there was good… Continue reading Some Thoughts About China
The Regulators are Watching
Content provided by Michael Forker, CLS Compliance Officer Be careful what you post online, even on Facebook or message boards, because the regulators are watching. In a recently announced FINRA action, an agent of a broker/dealer agreed to a settlement with FINRA regarding comments he had posted to his Facebook page and on a financial… Continue reading The Regulators are Watching
Take a Minute
Content provided by J.J. Schenkelberg, CLS Senior Portfolio Manager For some reason, I am most comfortable when I am doing a million things at once and there is some issue to contend with. In high school I felt compelled to join quiz bowl teams, sing in madrigals and jazz choir, and have parts in the… Continue reading Take a Minute
Finding High Quality
Content provided by Sierra Morris, Junior Investment Research Analyst Here at CLS, one of our portfolio themes as of late has been high quality. But what does high quality actually mean and how is it measured? There are many ways to look at quality, but two popular methods are the Merton Model and the Piotroski… Continue reading Finding High Quality
CFA Institute Code
Content provided by Steve Donahoe, CLS Senior Portfolio Manager In attending the CFA Institute leadership conference recently in Washington D.C., I had in the back of my mind that I should blog about the experience. While walking through the exhibits it hit me. There in front of me lies the CFA Institute’s code of ethics… Continue reading CFA Institute Code
What’s in a Name?
Content provided by Nate Wattier, CLS Client Service Manager “What’s in a name? That which we call a rose by any other name would smell as sweet?” You might be wondering why we’re taking a trip back to high school freshman English Literature class and reading a passage from ”Romeo and Juliet” (Act 2 Scene… Continue reading What’s in a Name?
The Spectrum of Brokerage Windows
Content provided by Ryan Beach, CLS President This summer, there was a lot of press and increased attention on whether plan sponsors can be liable for offering a brokerage window in their retirement plans. It’s clear that self-directed brokerage windows are becoming more and more prevalent as a feature of retirement plans. In June, Fiduciary… Continue reading The Spectrum of Brokerage Windows
Q&A with CLS Portfolio Managers
What would a government shutdown mean to the markets? Steve Donahoe, CFA The risk of a shutdown on Oct. 1 is a distinct possibility. Some members of the house want to de-fund Obamacare which is obviously a no go with Democrats, especially in the Senate. If they can’t work out a compromise, many functions of… Continue reading Q&A with CLS Portfolio Managers
Trading Hangry
Content provided by Paula Wieck, CLS Manager of Investment Research The other day I was at my desk, trading portfolios. I knew I was going to have to go get lunch at some point, but I became so engrossed in my analysis that I waited way too long and had become famished – and crabby,… Continue reading Trading Hangry