ETF News & Research

ETFs that go up when markets go down 

The current market uncertainty and anxiety by investors is being fed by the elections, the interest rate and the knowledge that the Federal Reserve will not keep helping the economy for now. So what can we do with this uncertainty? Let’s talk about ETFs that can protect you on the downside. PREMISE 2016 has been …

ETF Prism Report: The Smart Cost of Smart Beta

 What is Smart Beta? Any ETF that follows a non- traditional market cap index in an effort to produce superior risk adjusted returns. Smart Cost of Smart Beta At Toroso We have developed a proprietary software to evaluate the cost of Smart Beta in a fast, efficient way. It is a Four Step Process that …

KNOW Characteristics: Finding the Right Factors

In this paper we will explore the evolution of smart beta investing through the advent of academic factor investing and examine how the characteristics sought by the SBRQAM Index can potentially overweight and/or rotate through the most common factors contributing to competitive performance. The Sabrient Multi-cap Inside/Analyst Quant-Weighted Index (SBRQAM), is an index that investors …

ETF Prism Report: how much are you really paying for that ETF?

ETFs are known for having three major advantages over mutual funds: transparency, liquidity and low cost. But do you really know how much you are paying for ETFs? The expense ratio is just the beginning. See our CIO explain his 5 step process to uncovering the real cost of ETFs. Learn how the Expense Ratio …

6 Best ETF Picks For Q4 And Beyond: Seizing Global Growth

 Source: Investors.com Bid the lovely summer calm adieu. Most ETF investors watched their portfolios coast along for roughly two months until the financial markets sank and volatility spiked, all over again. Stocks, bonds and even traditional safe havens came under selling pressure from an enigmatic Fed in recent trading sessions. As the Federal Reserve kept the market guessing about its next move on interest rates, …

ETF Prism Report: Moving Towards Low Volatility: Which ETFs Make the Cut?

Disclaimer  This presentation has been prepared for clients and prospects of Toroso Investments, LLC (“Toroso”).  The presentation contains proprietary information and viewpoints that are of independent, economic value to Toroso. Any modification of this information could cause Toroso competitive harm and/or regulatory  violations. By accepting and viewing this presentation, you agree to not modify any of …

Chipotle could try menu innovation: Pro

Discussing a new study by University of South Carolina showing fast casual restaurants may not be the healthier food option that many think, with Will Slabaugh, Stephens restaurant analyst, and Mike Cronan, Bite ETF President.

Portfolio X-Ray: Toroso’s Neutral Allocation Strategy

There is no single recipe to building an ETF portfolio. But understanding how a portfolio is built is key to picking the right one. And choices certainly abound, with hundreds of ETF strategist portfolios commanding nearly $100 billion in combined assets today. For that reason, we are setting out to better understand how ETF strategists …

Are You Ready for This “BR-OLATILITY”?

So Brexit happened, or is happening, or will happen effectively very soon. This is what the US equity markets are waking up to, and despite the massive flow of information, no one really knows what the effects will be of what is happening. Markets respond negatively to surprises and lack of clarity with huge spikes …

The Antidote for Volatile Times: Disciplined & Rigorous Security Selection

Now and Then… With over one third of 2016 behind us, the markets have offered little to be excited about in terms of returns. We have seen some massive drawdowns in the US and Developed markets and some equally strong recoveries. In previous commentaries, we have proposed that the US equity market is fundamentally overvalued …

Mike Venuto describes how ETFs democratize leverage

When advisors want to reduce clients’ portfolio risk, selling short involves setting up a margin account. “Traditional leverage can be very expensive,” said Michael Venuto, co-founder and chief investment officer at Toroso Investments in New York. “Inverse ETFs democratize some hedging strategies, so they’re not only for the ‘big boys.’” An inverse ETF moves in …

First Quarter 2016 – Lots of Pain, Little Gain

Despite the fact that the S&P 500 ended slightly positive for the first quarter, the experience for investors concentrated in US equities, so far this year has been quite tumultuous. As of January 20th the S&P 500 was down 9% and then recovered. By February 11th the S&P 500 had again declined by more than …

Mike Venuto comments on new Gold Hedged ETFs

  The Rex Shares gold-hedged ETFs—new to market this month—attempt to solve a common asset allocation problem many advisors face: What to do about gold? Most advisors today feel like they must own gold. Most do so because gold offers diversification and portfolio hedging benefits. It can even prove useful for short-term tactical purposes, such …

Diversification in Context: Time to be Rational Again!!

Research compiled by Michael Venuto, CIO For the past three years, large capitalization US equities have been consistently one of the best performing asset classes.  They have outpaced small caps, international equities, bonds and especially commodities. The consistent outperformance of US large cap stocks is somewhat unprecedented (see chart below). In addition, these stellar returns were …

Mike Venuto on the use of Inverse ETFs for precise sector exposure

Investors can use leveraged and inverse exchange traded funds to hedge a long position against sudden turns or capture short-term trends in more volatile market conditions. On the recent webcast, Tactical Strategies to Combat Market Volatility, Sylvia Jablonski, Managing Director and Co-Head of the Capital Markets & Institutional Strategy Team at Direxion, points out that …