ETFs as Risk Management Tools
How are index-based tools being used to manage risk while meeting client goals? Susanne Alexandor, Vice President and Client Portfolio Manager of Cougar Global Investments discusses the firm’s unique approach to managing downside risk is influencing the advisor/client relationship.
Why Factors Are the New “Smart” Beta
What’s driving the continued rise of factor-based investing? Christopher Doll, Vice President of ETF Sales and Strategy at Invesco discusses the potential benefits of implementing passive strategies designed to harness factors that have shown persistent outperformance over time.
How Can Factor Allocator™ Inform Strategies?
How do single- and multi-factor overlays influence risk/return? Vijay Vaidyanathan, CEO of Optimal Asset Management and Andrew Neatt, Portfolio Manager and ETF Strategist of MD Private Investment Counsel discuss how the Factor Allocator tool is being used in the continued search for alpha.
Blending Factors to Balance Portfolios
Portfolio managers are increasingly blending factors within active and passive strategies. Dan Hallet, Vice President and Principal of Highview Financial Group and Andrew Neatt, Portfolio Manager and ETF Strategist at MD Private Investment Counsel discuss what they look for when assessing where factors may fit within portfolios.
How Is Technology Influencing Strategy?
Yves Rebetez, Managing Director and Editor of ETF Insight discusses how technology is influencing the investment landscape and what it could mean for how advisors and clients work together in the future.
Skis and Bikes: Diversifying and Expanding Returns
How does home bias impact returns? Shaun Wurzbach, Global Head of Financial Advisor Channel Management at S&P DJI speaks to Michael Philbrick, President of ReSolve Asset Management about expanding and diversifying returns by looking beyond home markets.
Factoring Factors Into Portfolio Building Blocks
As ETFs become more sophisticated, advisors are increasingly looking to single- and multi-factor strategies to unlock alpha. Daniel Straus, Research Analyst at National Bank Financial discusses layering factors as portfolio building blocks.
Best Practices in Financial Advice
Shaun Wurzbach, Managing Director and Global Head of Financial Advisor Channel Management at S&P DJI discusses how advisors in the U.S. and Canada are putting indexing and ETFs to work while meeting clients fiduciary needs through governance and stewardship.
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.
Diversification: The First Line of Defense for the Future
How can diversification be used to protect portfolios from future risks? Michael Philbrick, President of ReSolve Asset Management explains how using diversification as a risk management tool when building portfolios today can help keep surprises at bay in the future.
Diversifying Across Asset Classes and Geographies
Adding international exposure to portfolios may allow for an uptick in performance while limiting volatility. James Garcelon, Executive Vice President and Portfolio Manager of Shaunessy Investment Counsel sits down to discuss the performance impact of equal weight and how finding comfort outside your home market may lead to greater performance potential.
Equal Weight Simplifies and GICS® Sectors Modernize
Tim Edwards, Managing Director of Index Investment Strategy at S&P DJI discusses the simplicity and effectiveness of equal weight strategies and how the recent GICS changes have modernized the sector toolkit.