ETF News & Research

How to Invest in the Trump Economy

Investing based on the Trump administration is difficult because thus far all we know is rhetoric. However, many ETFs can be utilized to benefit from the areas he has commented on, like XLF for deregulation or IYM to play infrastructure. That said, many of these obvious sector ETFs have already advanced on the noise and …

Russia ETFs – Betting on Red?

Russia has obviously taken over the news. It is an issue that affects politics, geopolitical stability, the price of oil, hacking scandals and more. So what is the ETF investment perspective? On this report we are analyzing the ability to use ETFs to either get exposure to the long part of the Russia market, or be …

ETF.com: ETF Fixed Income Solutions For The Future

November 2016 was a confusing month for most investors. The U.S. equity markets experienced a high-beta rally, which culminated in returns for the S&P 500 of more than 3.5%. That said, most investors endured very different returns due to intelligent diversification. The table below shows the returns for diversified asset classes in November 2016: Asset …

Marketwatch: This figure helps explain why so many active ETF managers underperform

Are your active funds active enough? Non-passive funds—where the components are chosen by a team or through a rules-based system, rather than simply tracking a benchmark—have fallen out of favor in recent years, with investors instead gravitating toward funds that are cheaper, easier to understand, and which never underperform. Another factor keeping investors from embracing …

ESG ETFs Help Investment Portfolio’s Conform to Investors’ Attitudes

As many seek to diversify their equity portfolios, consider a sustainable investing exchange traded fund strategy that locks on the potential benefits of environmental, social and governance, or ESG, principles. On the recent webcast (CE Credit available on-demand), The Untapped Potential of ESG Investing, Sharon French, Head of Beta Solutions at OppenheimerFunds, explained that there …

Do Fixed Income ETFs Really Behave Like Bonds?

CREATING AN INCOME BAR-BELL ETFs have democratized access to fixed income, but at the same time they also lost the two most important covenants of bonds: that it will have a maturity date and a consistent coupon/yield. Even worse, these products, as evidenced by the November 2016 performance, are still subject to duration risk. A …

ETF Assets Keep Shattering Records

A milestone – whether a birth, marriage, or promotion – tends to prompt examination and reflection. When, for the first time, total global ETF assets topped $4 trillion in April1, that lofty threshold led us to revisit something we take as gospel: ETFs’ transparency. Sure, an ETF’s holdings are visible – so visible that they often …

Doing Good and Making Money Can Be Linked

ETF Prism Report Environmental, Social and Governance Investing (ESG) can be a good reason to evaluate an investment and we think the world is going in this direction.  It isn’t a new concept, many ETFs have governance screens to protect portfolios or accounting screens to avoid problematic companies.  Today we are discussing how to get …

Regulations That Will Soon Impact ETFs

Your Fiduciary Role Will Be Taken Seriously   There are three key pieces of regulations out there that our research team is monitoring right now: The SEC liquidity rule, the SEC derivatives rule and the DOL fiduciary rule. Many advisors don’t think this last one, the fiduciary rule will impact their business. In our opinion, …

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, …