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Andrew Gogerty

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  1. Newfound Research LLC: The Best Questions You’re Not Asking An ETF Strategist

    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, ...

  2. Web Seminar Replay: Selecting the Right ETF Managed Portfolio

    Identify the use and purpose of a strategy in a total portfolio, learn the key questions to ask firm executives, and more.

  3. Tactical Managed Portfolio Strategies on the Radar

    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.

  4. 3 Methods of Evaluating ETFs

    Windhaven's Eric Biegeleisen discusses his firm's broad approach to ETF selection and its focus on the tracking, trading, and structural aspects of such funds.

  5. Trends in ETF Managed Portfolios

    Quantitative Advantage's Tom Fox is seeing a shift in advisor interest in alternative ETF portfolios as the asset class becomes more popular.

  6. ETF Strategy Growth a Boon for Advisors

    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.

  7. Finding Flexibility With Multi-Asset-Income ETFs

    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.

  8. Are ETFs a Blessing and a Curse for Yield-Seekers?

    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.

  9. A Global View on Credit-Focused ETFs

    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.

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