Selecting an ETF Managed Portfolio – Part One: The Firm and Its Operations
Understanding a company’s business model is the key to a successful long-term partnership.
-
Tackling the Retirement-Income ChallengePremium Member Video: Financial experts John Ameriks, Sue Stevens, and Bill Bernstein address how to allocate fixed-income assets, the importance of total return, the role of annuities, retirement distribution rates, and more in this special panel discussion hosted by Christine Benz.
-
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.
-
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.
-
Some Assets a Better Fit for ETFs Than OthersETFs can be great vehicles for accessing core, liquid areas of the market, but they have more issues in MLPs and illiquid underlying assets, like high-yield bonds.
-
Romick: Fed Experiment Won't End WellThe Fed's attempts to manage risk assets could have severe ramifications, argues the FPA Crescent manager.
-
3 Methods of Evaluating ETFsWindhaven'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.
-
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.
-
Want Dividends? Look Outside the U.S.Royce Funds' David Nadel discusses how non-U.S. cultures influence dividend payers, why Europe thrives on exports to emerging markets, and a growth story in Africa.
