ETF News & Research

Toroso on breaking away and becoming independent

Behind the more than $2 trillion now invested in exchange-traded funds are advisors who, for various reasons, decided it was time to strike out on their own and put ETFs at the center of their money management businesses. Their motivations for breaking away vary, from a disenchantment with various aspects of the old ways to …

Adding Muscle to Bond Portfolios – Quotes Mike Venuto

Published in Barron’s, quotes Michael Venuto Toroso Investments, a New York-based portfolio manager, employs a strategy for building income-focused barbells with ETFs. It seeks ETFs with both low volatility and high yield. On one side, Toroso has been using ETFs such as Guggenheim Enhanced Short Duration (GSY), which has an effective duration of just a …

Toroso’s smart beta approach to 401 k investing

By Michael Venuto Toroso Investments Published in ETF.com In 2015, ETFs have continued to capture market share from mutual funds. But one area where mutual funds remain the dominant product choice is in 401(k) retirement accounts, and specifically in target-date funds. Today nearly 75 percent of all new 401(k) assets are allocated to target-date funds …

Olga Camargo receives “El Amigo de Negocios Now Award”

Published in Negocios Now Olga Camargo has had a growing passion for finance for the past 17 years and she has become a key player in this industry in Chicago. Currently she a managing partner at Toroso Investments, LLC, a registered investment advisory firm. In her role, Ms. Camargo provides investment and retirement plan advisory …

Create Better ‘Barbells’ With Bond ETFs

Many investors expect the return streams from bond ETFs to behave like the direct purchase of a bond, essentially providing current income with the likely return of principle at a future date.  Although the expansion of ETFs has provided investors access to bonds, and at a reasonable cost, the performance behavior of these ETFs are …

Investors piling into volatility funds bet on more anxiety ahead — Reuters quotes Mike Venuto

Published in Reuters The U.S. stock market has been strangely calm this year, much to the chagrin of investors who have been betting billions on volatility. The CBOE Volatility Index, or VIX, is down about 30 percent year-to-date, even though some investors have been expecting a rockier stock market as the Federal Reserve gets ready …

Mike Venuto comments on recent volatility and ETF flows

The U.S. stock market has been strangely calm this year, much to the chagrin of investors who have been betting billions on volatility. The CBOE Volatility Index, or VIX, is down about 30 percent year-to-date, even though some investors have been expecting a rockier stock market as the Federal Reserve gets ready to raise interest …

The Ways ETFs Are Replacing Hedge Funds by Mike Venuto on ETF.com

By Michael Venuto Toroso Investements Published in ETF.com This month, Debbie Fuhr’s London-based ETF consultancy ETFGI made headlines with data showing that global ETP assets are now equal to hedge fund assets. It’s important to note that this inflection point coincides with record assets under management for WisdomTree (WETF). For those who didn’t make the …

Mike Venuto comments on how ETFs are beating Hedge Funds

Which sounds like a more appealing fee structure? Twenty basis points (0.2%) or two-and-twenty (2% of assets + 20% of profits). Investors have been voting with their dollars for lower costs and tax efficiency: total assets held by exchange-traded funds globally are about to eclipse those held by hedge funds. Research firm ETFGI this month …

Solving the Income Riddle – Mike Venuto in ETF.com

ETF.com asked advisors how best to obtain yield in the current low-rate environment, which is characterized by very low rates and low inflation, even as the Federal Reserve prepares financial markets for the possibility of its first rate increase in short-term borrowing rates in nine years. Here’s what Michael Venuto had to say:

Get to know HACE ( Hispanic Alliance for Career Enhancement) – Juan Avila highlighted in Hispanic Executive

Juan Carlos Avila, Chairman of HACE’s board and a managing partner at Toroso Investments, was featured in Hispanic Executive. “Not all Latinos grow up knowing they’re headed to college. I know so many who are the first in their family to go to college. That’s a huge accomplishment. But what happens many times is that …

ETFs, Hedge Funds and Democracy

This month ETFGI, a wholly independent research and consultancy firm founded Deborah Fuhr, has made headlines with their data showing that global ETP assets will soon surpass the assets held in hedge funds. It is important to note that this inflection point coincides with record assets under management for WisdomTree Investments, Inc. (WETF). Today, close …

Measuring True Costs Of ‘Smart Beta’ ETFs – by Mike Venuto ETF.com

By Michael Venuto Toroso Investments Published in ETF.com The concept of systematically alternatively weighting an established index has been around for many years, as evidenced by the success of mutual funds from Dimensional Fund Advisors. In the world of ETFs, this alternative-weighting concept has come to be known as “smart beta,” and represents one of …

David Dziekanski describes the use of geared ETFs to manage risk

As market conditions change, investors can utilize exchange traded funds that track alternative investment strategies to hedge risks or capitalize on potential opportunities. On the recent webcast, Building Tactical Strategies to Combat Today’s Market Challenges, Mike Eschmann, managing director and co-head of capital markets & institutional strategy team for Direxion Investments, warned that with the …

David Dziekanski discusses tactical ETF strategies

After an extended bull rally in equities and fixed-income assets, the market environment may be changing. Consequently, investors who are interested in hedging against a shift in the winds can utilize inverse exchange traded funds to help protect their portfolios. On the upcoming webcast, Building Tactical Strategies to Combat Today’s Market Challenges, Mike Eschmann, managing …