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.
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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.
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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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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.
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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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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.
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More Fund Investors Pick Passive ProductsETF and open - end asset flows combined show a strong preference for bonds, emerging markets, and passive funds, while active U.S. stock fund managers and money market funds have suffered the brunt of outflows.
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Session 3: Best Investment Ideas RoundtableA panel of Morningstar equity, mutual fund , and ETF experts detail several individual investment opportunities and sensible investing strategies for income and growth in today's tough market.
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Low Volatility Is Not a Substitute for ValueS&P's Craig Lazzara discusses several approaches to factor-based investing and why individuals should be aware of the differences in index construction.
