ETF Conferences

Steve Sachs, Head of Capital Markets at Goldman Sachs Asset Management, joined Tom Lydon, ETF Trends Publisher, at the Inside ETFs conference to dive into the strategy behind multi-factor, smart-beta exchange traded funds. Goldman Sachs has dipped its toes into the ETF arena and now offers three smart-beta or “ActiveBeta” options, including the Goldman Sachs […]

Simeon Hyman, Head of Investment Strategy at ProShares, joined Tom Lydon, ETF Trends Publisher, at the Inside ETFs conference in Hollywood, Florida to discuss dividend-paying strategies in the current environment. Hyman highlights dividend-growth companies that have consistently increased their cash payouts to investors. This group of dividend growers include a high quality group of stocks […]

Graham Tuckwell, Founder and Chairman of ETF Securities, joined Tom Lydon, ETF Trends Publisher, at the Inside ETFs conference in Hollywood, Florida to discuss the innovations and growth in the Exchange Traded Fund business. As the industry matures, products are growing more sophisticated and ETF providers should be active in educating investors about the proper […]

Smart-beta strategies that try to deliver enhanced returns or diminish market risks through alternative indexing methodologies have been the hot-button topic in the exchange traded fund industry. For instance, at the recent Inside ETF Conference, smart-beta ETFs were center stage, with analysts and industry experts pouring over the investment styles and fund sponsors promoting new […]

I just go back from the Inside ETFs conference where anybody and everybody in the ETF industry, along with notable Wall Street investors and pundits, congregated at the largest conference in the country. At the conference, I also hosted a great panel on smart-beta strategies and how they have been utilized in investment portfolios. Additionally, […]

As more begin to see the benefits of low-cost and efficient exchange traded funds, advisor and investor adoption of the investment vehicle is rising, notably among the new breed of alternative or smart-beta index-based products that intend to enhance returns or diminish market risks. In a recent survey of financial advisors on the ETF Trends […]

After the recent spike in volatility and sudden plunge in exchange traded funds, market observers, regulators and traders are trying to make heads or tails of the mini flash crash. Financial advisors who would like more insight into ETF liquidity and how they behave may attend the annual ETF Boot Camp to hear from the […]

Doug Yones, Head of Domestic Equity Index and ETF Product Management at Vanguard, joined Tom Lydon, ETF Trends publisher, at the Morningstar Investment Conference in Chicago to discuss index construction, the backbone of the exchange traded fund industry. “Four of our very large flagship products are going through some changes,” Yones said. “We are adding […]

State Street Global Advisors Head of Research David Mazza joined ETF Trends Publisher Tom Lydon at the ETF.com Inside ETFs conference in Hollywood, Fla. to discuss sector ETFs that are benefiting from lower oil prices. “As energy prices decrease, as oil and gasoline are lower, that’s a boost to the consumer,” said Mazza. “An interesting […]

Anthony Davidow, vice president for alternative beta and asset allocation strategist at the Charles Schwab (NYSE: SCHW) Center for Financial Research, Heather Fischer, vice president of ETF platform management at Charles Schwab and Schwab Managing Director Eric Pollackov joined ETF Trends Publisher Tom Lydon at the ETF.com Inside ETFs conference in Hollywood, Fla. to discuss, […]

Capital Management Group (CMG) CEO and founder Stephen Blumenthal joined ETF Trends Publisher Tom Lydon at the ETF.com Inside ETFs conference in Hollywood, Fla. to discuss how financial advisors can better work with ETF strategists to bolster client portfolios. CMG annually reviews hundreds of investment strategies, most of which don’t meet the firm’s criteria. The […]

IndexIQ CEO Adam Patti joined ETF Trends Publisher Tom Lydon at the ETF.com Inside ETFs conference in Hollywood, Fla. to discuss the firm’s lineup of alternative ETFs as well as IndexIQ’s partnership with New York Life that comes with that firm’s acquisition of Index IQ. “We’ve had a historic run in equities, a historic run […]

S&P Capital IQ Research Director Todd Rosenbluth joined ETF Trends Publisher Tom Lydon at the ETF.com Inside ETFs conference in Hollywood, Fla. to discuss how advisors can tactically use sector exchange traded funds and what some of the hot sectors could be in 2015. Rosenbluth highlighted economically-sensitive sectors, such as industrials and technology, as potential […]

Marie Dzanis, senior vice president and head of funds and intermediary sales and services at Northern Trust’s (NasdaqGS: NTRS) FlexShares unit joined ETF Trends Publisher Tom Lydon at the ETF.com Inside ETFs conference in Hollywood, Fla. to talk about bond ETFs and how advisors can better meet client needs with some fixed income funds. “When […]

Russell Indexes CEO Ron Bundy joined ETF Trends Publisher Tom Lydon at the ETF.com Inside ETFs conference in Hollywood, Fla. to discuss Russell’s recent marriage with FTSE Group to create one of the largest provider of indexes in the world. Last year, London Stock Exchange acquired Russell Investments to bolster its indexing footprint with Russell […]

Kittsley Talks Currency Hedged ETF Lessons Deutsche Asset & Wealth Management head of ETF Strategy Dodd Kittsley joined ETF Trends Publisher Tom Lydon at the ETF.com Inside ETFs conference in Hollywood, Fla. to discuss lessons learned from currency hedged ETFs and the outlook for this fast-growing segment of the ETF space. “What we saw in […]

WisdomTree (NasdaqGM: WETF) Chief Investment Officer Luciano Siracusano discusses the advantages of currency hedged exchange traded funds with ETF Trends Publisher Tom Lydon at the ETF.com Inside ETFs conference in Hollywood, Fla. “A lot of advisors, historically, just defaulted to being 100% unhedged internationally,” said Siracusano. “Now you’re seeing in the last year you’re seeing […]

ETFGI found Debbie Fuhr ETF Trends Publisher Tom Lydon at the ETF.com Inside ETFs conference in Hollywood, Fla. to discuss flows into exchange traded funds and the exponential growth of the ETF industry. “2014 was an amazing year,” said Fuhr. “If we think about things globally, the global ETF industry got to $2.79 trillion in […]

State Street Global Advisors Head of Research David Mazza joined ETF Trends Publisher Tom Lydon at the ETF.com Inside ETFs conference in Hollywood, Fla. to discuss State Street’s partnership with Jeff Gundlach’s DoubleLine Capital on the new SPDR DoubleLine Total Return Tactical ETF (NYSEArca: TOTL). The actively managed SPDR DoubleLine Total Return Tactical ETF is […]

Van Eck Global CEO Jan van Eck joined ETF Trends Publisher Tom Lydon at the ETF.com Inside ETFs conference in Hollywood, Fla. to discuss opportunity in the energy sector following last year’s dramatic declines by oil prices and equities. “We generally favor commodity equities because they have a longer-term view,” said van Eck. “We think […]

Research Affiliates founder and CEO Rob Arnott and Invesco PowerShares Managing Director Dan Draper discuss the growth of fundamental indexing and increased adoption of those indexes by exchange traded funds with ETF Trends Publisher Tom Lydon at the ETF.com Inside ETFs conference in Hollywood, Fla. “Putting good common sense alongside good analytics and an approach […]

Gemini co-founder and President Cameron Winklevoss and co-founder and CEO Tyler Winklevoss joined ETF Trends Publisher Tom Lydon at the ETF.com Inside ETFs conference in Hollywood, Fla. to highlight Gemini, a regulated bitcoin exchange. “Our plan for it is to be a like a Nasdaq for bitcoin,” said Tyler Winklevoss. “People can go to it […]

ProShares Head of Investment Strategy Simeon Hyman and Head of Capital Markets Steve Sachs joined ETF Trends Publisher Tom Lydon at the ETF.com Inside ETFs conference in Hollywood, Fla. to discuss exchange traded funds that can be used to hedge changes in interest rates and how advisors can better access the liquid alternatives universe with […]

Direxion Investments President Brian Jacobs and John Vaughan, senior vice president and portfolio strategist, joined ETF Trends Publisher Tom Lydon at the ETF.com Inside ETFs conference in Hollywood, Fla. to discuss how advisors can properly use leveraged ETFs to bolster portfolio returns. “We’ve been a leader in three times levered ETFs. We’ve since extended out […]

ETF.com President Matt Hougan joined ETF Trends Publisher Tom Lydon at the ETF.com Inside ETFs conference in Hollywood, Fla. to discuss the growth of the ETF industry and the up-and-coming robo advisor wave. “Think about the service they’re offering,” Hougan said of robo advisors. “You get a well-diversified portfolio customized to your risk tolerance managed […]

Invesco PowerShares Managing Director Dan Draper discussed exchange traded fund construction and the advantages of looking beyond cap-weighted indexes with ETF Trends Publisher Tom Lydon at the ETF.com Inside ETFs conference in Hollywood, Fla. “Buying the largest, most liquid companies in an index is cost-effective,” said Draper. The rebalancing, tax-wise, there’s a lot benefits to […]

PIMCO Managing Director Jerome Schneider joined ETF Trends Publisher Tom Lydon at the Inside ETFs conference in Hollywood, Fla. to discuss what fixed income investors, including advisors, are thinking about this year in anticipation of interest rates rising. “The fixed income side of ETFs is really one that has become very poignant, especially over the […]

Thousands of financial advisors gathered at the ETF Virtual Summit conference Wednesday where attendees perused strategies in a dynamic and expanding exchange traded fund industry. Leading industry advisors and experts, such as keynote speaker Douglas Hodge, CEO of PIMCO, provided their view on the ETF industry and positioning for the new year. Attendees heard from […]

Smart- or strategic-beta indices are rapidly gaining traction in the exchange traded fund industry as investors turn to alternative indexing methodologies that employ actively managed investment styles in a passive and relatively cheap fund wrapper. On the upcoming annual ETF Virtual Summit, an online conference experience hosted by ETF Trends and RIA Database on January […]