Be able to anticipate and address the hot topics in factor investing. Learn best practices for communicating with clients. This webcast features the words to use and words to lose when discussing ETFs and factors with retail investors. Guidance is based on new research from Invesco Consulting. The six-month study included advisor interviews and a North American survey of 1,000 investors.
Dive deep into setting objectives, evaluating your current portfolio and reallocating using factor-based strategies. Get a framework for integrating factors into your portfolio. Assess resources, tools and case studies to gain valuable perspective on practical application.
Why Jon Maier left Merrill Lynch to join ETF issuer Global X.
Sometimes smart-beta ETFs outperform, sometimes they don’t.
J.P. Morgan and Goldman Sachs have been quickly growing their footprints in the smart-beta space.
BlackRock’s Ang offers a rundown of what’s driving demand for factor ETFs, and what you should consider before jumping in.
From understanding how they work to how they’re purchased, learn about ETFs and see if they’re right for your portfolio.
The fallout between ETF Managers Group and PureFunds is a reminder that thorough due diligence is the only way to do business.
The expense ratio only reflects part of what it costs to buy, sell and hold an ETF.