Do Active ETFs Outperform?
By Grant Engelbart, CLS Investments As I suggested in a previous post, active mutual fund managers, in aggregate, do show some ability to…
Author Grant Engelbart, CFA, CLS Investments
Getting Active in 2018
By Grant Engelbart, CLS Investments Some of the most common New Year’s resolutions are to work out more, lose a few pounds,…
ETF Expense Ratios: More Than Meets the Eye
By Grant Engelbart, CLS Investments We’ve all got our pet peeves and soap boxes. For most people they have to do with human…
3 Undervalued ETFs You’ve Never Heard Of
By Grant Engelbart, CLS Investments CLS Investments is a top 10 holder in more than 50 different ETFs, many of which are new…
The Market ≠The Dow
By Grant Engelbart, CLS Investments “The market is up 100 points today!” How often do you hear that comment? Some of my family…
ETFs on TV and in the Financial Media
By Grant Engelbart, CLS Investments Over the July 4 holiday, I had the privilege of stepping away from the office for a while,…
How to Lose Money With Factors
By Grant Engelbart, CLS Investments Factors are powerful tools for managing risk and producing excess returns – a pretty consistent message across the…
Alternative ETFs: The Future is Bright
By Grant Engelbart, CLS Investments Currently, there is approximately $45 billion invested in alternative ETFs, according to Morningstar – just 2% of total…
Correlation: The Missing Ingredient for Investors?
It is no secret that active management has been increasingly critiqued in recent years, and asset flows are following suit as investors…
Making Sense of Commodity Exchange-Traded Products
By Grant Engelbart, CFA For hundreds of years, investors have been buying and selling commodities. In fact, sources point to the first…
The Foibles of ETF Expense Ratios
By Grant Engelbart, CFA, CLS Portfolio Manager ETFs have seen explosive growth, in part due to lower overall costs and with some…
Factor Seasonality: Analyzing a Variety of Investing Behaviors
Note: This article appears on the ETFtrends.com Strategist Channel By Grant Engelbart, CFA Factors have become widely-agreed-upon drivers of risk and return, backed…
Can Beta be Smart?
Factors, multi-factors, smart beta, strategic beta, and whatever else you want to call non-market-cap-weighted investing is everywhere. I don’t think it is…
Trends in ETF Growth
Nearly $20 billion per month flowed into ETFs in 2015 ETFs are still only a dent in the roughly $16 trillion mutual fund…