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, ...
The growth in ETF managed portfolios has created numerous choices and complementary strategies for advisors to better serve their clients, says RiverFront's Peter Quinn.
Sage's Rob Williams says such income strategies offer the benefits of investing outside the bond market altogether and into REITs, MLPs, and dividend-paying stocks.
ETFs allow fixed-income investors to put money into markets that were previously inaccessible, but the abundance of funds can complicate the decision-making process, says Wela Strategies' Mitch Reiner.
JAForlines Global's John Forlines III discusses his firm's strategy, the correlations and emerging trends in global credit markets, and the impact of behavioral finance in ETF managed portfolios.
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.
Accuvest Global Advisors' David Garff discusses the benefits of using CDS spreads in evaluating country-specific risk, how he looks at country correlations, themes driving non-U.S. equities, and more.
Metropolitan Capital CEO Sharon Snow discusses how her firm strives to be a guardian of clients' wealth by using an approach to ETF strategies that differs from the industry norm.