ETF News & Research

ETFs AND DOING THE RIGHT THING

ETFs AND DOING THE RIGHT THING Although Veterans Days is only one day a year, there are ETFs that can honor our Vets throughout the year, and we want to remind investors that aligning principles with principal can provide for the best outcome. With this in mind, we highlight three subjects. First, we draw attention to …

THE POLITICS OF ETF INFLUENCE

THE POLITICS OF ETF INFLUENCE Today is election day, so we are going to cover voting and politics from an ETF perspective.  First, a look at the incumbency of ETF influence on stocks.  With the help of ETFRC.com, we examined the top ten ETFs with the most and least average ownership by ETFs. This matters because often …

TRICK OR TREAT? WHERE IS THE MOMENTUM IN THESE MARKETS?

TRICK OR TREAT? WHERE IS THE MOMENTUM IN THESE MARKETS? Trick or Treat! Advisors and investors beware – Momentum as a factor is defined differently within named ETFs which in fact do not have meaningful overlaps, and perhaps with good reason. Similarly, Value, Growth, and Quality as factors also seem to be subjectively evaluated, but in …

A Chronicle of ETF M&A

A CHRONICLE OF ETF M&A Last week, Invesco announced the planned acquisition of Oppenheimer Funds following the successful integration of Guggenheim ETFs. We have benefited from the consolidation of the industry and we’re not surprised by the news. We expect additional accretive deals to be structured and lead to an acceleration of the growth and …

Time to look under the hood of your Alternatives

 Time to look under the hood of your Alternatives In last week´s TETF index update, we discussed the Dow Jones Industrial Average (DOW) hitting all-time highs and FAANG (Facebook, Amazon Apple, Netflix, and Alphabet – formerly Google) stocks continuing to soar. What a difference one week makes! We are halfway into October and volatility has returned. In a time like this, we …

New Oil Play, Buyback Focus Among Investing Pro’s Top ETF Picks

Toroso Asset Management uses exchange traded funds to build custom portfolios for its clients. As a professional asset manager, its ETF picks must meet various tests of quality and probability of reaching their objectives. The New York-based firm has developed three strategies to help achieve its clients’ goals: wealth preservation, growth of capital and providing …

Why do Wealth Advisors Hate the Dow?

Last week, the Dow Jones Industrial Average (Dow) made headlines for reaching all-time highs on both Monday and Tuesday. The implication is that the average investor is experiencing another spectacular year of returns. Unfortunately, the average global balanced portfolio is up about 1.8% even though the Dow is up 8.67%. In this week’s TETF.index update, …

Why do Wealth Advisors Hate the Dow?

Why do Wealth Advisors Hate the Dow?  Last week, the Dow Jones Industrial Average (Dow) made headlines for reaching all-time highs on both Monday and Tuesday. The implication is that the average investor is experiencing another spectacular year of returns. Unfortunately, the average global balanced portfolio is up about 1.8% even though the Dow is …

ETF Nerd Digs Into Diversification

ETF Nerd Digs Into Diversification In December of 2017, we introduced the ETF Nerd with our focus on the concentration of the ETF industry. The primary formula used to evaluate concentration is the Herfindahl-Hirschman Index (HHI), which was originally designed to help with anti-trust legislation by quantifying market share within an industry. The TETF Index team is continually …

AN ETF LOVE MANIFESTO: Amazon, Fintech & Client Alignment

AN ETF LOVE MANIFESTO: Amazon, Fintech & Client Alignment  The major driver of ETF growth thus far in 2018 has been the client alignment growth factor of low fees. Most of the flows have been to low cost ETFs like iShares Core MSCI EAFE ETF (“IEFA”). There have also been many headlines about Fidelity and the expansion …

Harvard and the ETF Ecosystem

Harvard and the ETF Ecosystem Readers of TETF.Index Weekly know that at Toroso we are obsessed with ETF statistics about the ETF Ecosystem, but sometimes it is more about the “Who than the What” that makes an ecosystem successful; especially when it is the people who are the core asset. It is somewhat ironic that the ETF …

ETF Issuers 6-month Asset Growth

ETF Issuers 6-month Asset Growth At Toroso, we have been keeping meticulous track of the ETF industry for just over six years. The ETF industry assets have been increasing at about a 20% rate for the past 10 years. In 2018, growth has been more volatile, particularly in the past six months. Some issuers have suffered from …

The Facebook ETF Factor

  The Facebook ETF Factor A few weeks ago, we discussed the Starbucks/Howard Schultz factor on ETFs.  In this week’s TETF.index update, we again embrace the transparency growth factor of ETFs and dive into to Facebook’s (FB) impact on the ETF industry.  According to our ETF Think Tank software, 5.1% of all FB shares are held by ETFs and …

Thematic Growth

  Source of KPIs: Toroso Investments Security Master, as of August 20, 2018 INDEX PERFORMANCE DATA Returns as of August 20, 2018. Inception Date: April 4, 2017. Index performance is for informational purposes only and does not represent the ETF. Indexes are unmanaged and one cannot invest directly in an index. Past performance is NOT indicative of future …

Smart Beta is Dead

  Source of KPIs: Toroso Investments Security Master, as of August 13, 2018 INDEX PERFORMANCE DATA Returns as of August 13, 2018. Inception Date: April 4, 2017. Index performance is for informational purposes only and does not represent the ETF. Indexes are unmanaged and one cannot invest directly in an index. Past performance is NOT indicative of future …