Andrew Gogerty Vice President, Investment Strategies The growing popularity of ETF investing has led to a rapid expansion of ETF managed portfolio strategies available to the advisor and intermediary marketplace. Morningstar’s first ETF Managed Portfolio Landscape Report, released in January 2011, ...
Dr. Gerald Buetow of Innealta Capital details the flexibility ETF managed portfolios have in taking on multiple investment styles and also says ETFs could wipe out a lot of mutual funds.
HAHN Investment Stewards CIO Tyler Mordy describes how his multidisciplinarian process based on fundamental, technical, and behavioral factors is adaptable across borders.
Wela Strategies' Mitch Reiner details the reasons behind starting new firm to roll out ETF strategies with simplified investment philosophies and fewer layers of costs for investors with smaller accounts.
With lower expected equity returns for the remainder of the year but the thirst for yield still prevalent, investors should consider dollar-cost averaging in and out of positions, says Sage Advisory's Anthony Parish.
Given that markets are operating in uncharted territory today, allocating to asset classes that probably weren't traditionally found in retirement portfolios may be appropriate, says Windham Capital Management CIO Lucas Turton.
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After the tech crash and financial crisis, client demand for more tactical solutions increased, eventually leading to growth in tactical ETF managed portfolio strategies, says Good Harbor Financial's Neil Peplinski.