TAX BASIS IN MUTUAL FUNDS: THE HOT POTATO STRATEGY As we come to the end of a volatile 2018, the TETF.index research team continues to reflect on ETF growth and structures. Last week we reviewed the ETF wrapper and the enhanced tax efficiency. This week we look at the beginning of a multi year trend which will likely result …
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THE SIMPLE TRUTH: A BETTER MOUSE TRAP IS EVIDENCED BY YOUR TAX BILL Sometimes, simplicity adds clarity in its presentation of evidence in why we see continued growth in the ETF industry. With that in mind, this week’s message focuses on the ETF market through an analysis of the Top 10 US Equity ETFs and …
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ETFs, BITCOIN & BLOCKCHAIN: A SYMBIOTIC EVOLUTION Each week, the TETF.index research team discusses the growth potential of the ETF ecosystem. Our positive outlook is buoyed by the belief that ETFs are simply a better vehicle than other financial instruments; we think of the ETF as a Fintech innovation within a world of outdated financial products. …
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ETFS & TAX TIME Each week as we discuss ETF progression, we note that client alignment growth factors like low cost, transparency, liquidity, and tax efficiency are driving asset expansion. As we come to the end of 2018, many asset classes have produced negative returns, prompting investors to “harvest” tax losses. With taxes in mind, …
WHAT OCCURRED SINCE YOUR LAST QUARTERLY COMMENTARY WHY AM I DOWN WHEN THE MARKETS UP? AND WHAT’S NEXT The headline for our October commentary was “Why am I down when the markets up?” As of September 30th, the iShares Core S&P 500 ETF (IVV) was up 10.53%. Growth was outperforming Value by 13.65%, and small …
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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 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! 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 …
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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 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 …
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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 …
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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? 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 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 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 …
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