Dynamic Asset Allocation Protects From Large Losses
Smart asset allocation helps investors benefit from avoiding large losses, one of the easiest ways to capsize their wealth accumulation, says Noah Solomon, Chief Investment Officer and President of Outcome Wealth Management. He offers investors suggestions on how to approach dynamic asset allocation, including how to think about choosing active managers.
Using ETFs to Create Custom Portfolios
Deborah Frame, president and CEO of Frame Global Asset Management, discusses how her ETF strategy firm uses exchange-traded funds to create portfolios for clients. She speaks from the Canadian ETF Association annual conference about ensuring the ETF portfolios match with investors’ risk appetite for returns and volatility.
Using ETFs for High Net Worth and Ultra-High Net Worth Clients
Raymond James Portfolio Manager Kim Inglis speaks about how she uses exchange-traded funds to help achieve the returns expected by her high net worth and ultra-high net worth investor clients. Speaking at the Canadian ETF Association annual conference, she says uses ETFs as one of three core strategies for her clients, specifically choosing passive ETFs to get market beta into the portfolio.
Canada’s Financial Advisors Get Help Learning ETFs’ Values
Pat Dunwoody, executive director of the Canadian ETF Association, discusses how the organization works to help educate advisors on the value of exchange-traded funds and how to use them in investment management. She speaks at CETFA’s annual conference.
A New Kind of ETF in the Making: Thematic Funds
Exchange-traded funds based around a thematic — a big idea — are becoming a new focus of equity investors, according to Mark Noble, senior vice president of ETF strategy at Horizons ETFs. He says at the Canadian ETF Association’s annual conference that some ETFs are springing up around companies that are in the cannabis business or are supportive of women’s initiatives.
Going Beyond Traditional Asset Classes to Uncover Yield
Where are advisors looking for yield in the current environment? Tyler Mord, President and CIO of Forstrong Global Asset Management discusses where bonds fit in the current yield landscape and where some advisors are finding income when building strategies for retirees.
How Do the GICS® Changes Impact the Sector Toolkit?
Take a practical look at sector strategies in the wake of the GICS reshuffle. S&P DJI’s Shaun Wurzbach sits down with SSGA’s Rob Forsyth, Beaumont Capital Management’s Dave Haviland, and Swan Global Investment’s Randy Swan to discuss where sharper sector tools may fit as portfolio building blocks.
How Are Advisors Implementing VIX® Strategies?
How are advisors implementing strategies linked to “Wall Street’s fear gauge” and are there fundamental differences between the strategies’ underlying data? REX Shares’ Greg King and Salient Partners’ Nathan Rowader join S&P DJI’s Joe Kairen to discuss accessing the current VIX landscape.
Horizons Bets on Technology with New ETFs
Steve Hawkins, president and co-CEO of Horizons ETFs, talks about a new fund managed by an AI system, and one that targets Robotics and Automation stocks.
Horizons Launches Canada's First Robotics ETF
Horizons ETFs launches the Horizons Robotics and Automation Index ETF, Canada's first Robotics ETF. Travis Biggs, CEO of ROBO Global US says that although Robotics have been used for decades but we are really only in the beginning stages for the age of robotics.
How an RIA Brings an ETF of ETFs to Market
Main Management's Luke King joins S&P DJI's Shaun Wurzbach to explore the mechanics of a sector rotation strategy built with passive building blocks and key considerations for RIAs and asset managers looking to construct an ETF of ETFs. For more on this topic watch: An Active Approach to Sector Selection