ETF News & Research

All Investors Are Long Volatility, But There’s Help by Mike Venuto on ETF.com

By Michael Venuto Toroso Investments Published in ETF.com Over the past few years, there has been a lot of discussion about volatility as an asset class. The recent turmoil in the market has reignited this debate. In my opinion, volatility is not an asset class; rather, it’s a market factor that all investors are inherently …

Mike Venuto discusses volatility ETFs

This article is part of a regular series of thought leadership pieces from some of the more influential ETF strategists in the money management industry. Today’s article is by Mike Venuto, co-founder and chief investment officer of New York-based Toroso Investments. Over the past few years, there has been a lot of discussion about volatility …

The “Smart Beta” Way to 401(k) Investing

The “Smart Beta” Way to 401(k) Investing   The advent of “smart beta” strategies provides an opportunity for ETFs to provide enhanced goals-based solutions for 401(k) investors.  However, this is not as simple as replacing expensive active management with intelligent ETFs. Read about Toroso’s approach to goals oriented investing for 401(k) plans using ETF strategies.

Toroso on keeping calm during market turmoil

The U.S. stock market just lived through one of its most dramatic downturns in recent years, and to many, the correction that sent the S&P 500 down some 10 percent in four days isn’t over yet. The gut-wrenching plunge sent a lot of ETF investors running for the exits in a classic case of emotions …

PODCAST – Michael Venuto Speaks on the August 2015 Market Correction

PODCAST –  Michael Venuto Speaks on the August 2015 Market Correction On Monday, August 24, 2015 the US Market opened to a 1,000 point drop in the Dow Jones Industrial Average.  Circuit breakers at the New York Stock Exchange sporadically halted trading.  Some ETFs, which are the primary investment vehicle used by Toroso in its …

Mayor Emanuel Appoints Olga Camargo To Metropolitan Pier and Exposition Authority Board

Mayor Rahm Emanuel appointed Olga Camargo, managing partner at Toroso Investments, LLC, to The Metropolitan Pier and Exposition Authority Board – which oversees McCormick Place and Navy Pier. Camargo, who currently serves on the Chicago Plan Commission, replaces Frank M. Clark who is stepping down from the Board to become the new President of the …

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 …