Selecting an ETF Managed Portfolio - Part Two: Strategy Selection and Use in a Portfolio
Tue, 21 May 2013
Defining the needs of a client portfolio is crucial to selecting an appropriate strategy.
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Better Days?Data and results this week helped us size up our hopes for better days ahead in the EU, consumer spending, the housing market, and more.
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Grantham Keynote: Investing in a Slower-Growth WorldThe GMO chief strategist highlights the factors behind the market's bullish bias, abnormally high corporate earnings, current valuation levels, a slowdown in productivity, and the great paradigm shift in natural resources.
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Session 1: Is the Economy Really Losing Steam?Morningstar director of economic analysis Bob Johnson addresses recent sluggishness in the economy and makes the case for better growth in the second half of the year.
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Key Focus Points for Bond-Fund InvestorsMorningstar's Eric Jacobson on the crucial data points that fixed-income fund investors must keep on their radar and how to interpret them.
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Bond Fund Flows Show Signs of Slowing DownAs economic concerns weighed, taxable-bond funds were the strongest asset gainers in May , but their inflows were only about half what they were the prior month, says Morningstar's Kevin McDevitt.
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Retiree Survival Guide for Market VolatilityRetirees can gain some peace of mind by maintaining a near-term liquidity 'bucket,' reassessing their withdrawal rate, and stress-testing their equity holdings.
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Under the Hood of ETF Managed PortfoliosAs the fiduciary standard expands, ETF managed portfolios will continue to look increasingly attractive to registered investment advisors seeking to outsource investment management, says Morningstar's Andy Gogerty.
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Tactical Managed Portfolio Strategies on the RadarAfter 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.
