The Winds Are Changing for Active Management
By Rusty Vanneman, CFA, CMT, CLS Investments Chief Investment Officer Active management has had a bad rap in recent years, but I expect the…
Author Rusty Vanneman, CFA, CLS Investments
Strategic Versus Tactical Asset Allocation
By Rusty Vanneman, CFA, CMT, CLS Investments Chief Investment Officer Investors often ask, and for good reason, which asset allocation approach is best: strategic…
10 Common Smart Beta ETF Questions
By Rusty Vanneman, CLS Investments At CLS Investments, we are heavy users of smart beta ETFs, so understanding smart beta is key to…
There’s More to Being a Fiduciary Than Lowering Costs
By Rusty Vanneman, CLS Investments Being a fiduciary means acting in a client’s best interests. Striving for lower costs is part of being…
6 Tips to Prepare for Falling Interest Rates
By Rusty Vanneman, CLS Investments The Federal Reserve (Fed) is predicting two more rate hikes in 2017, and that has many investors weighing…
No-Transaction-Fee ETFs – A Cost/Benefit Review Suggests Higher Expected Returns
By Rusty Vanneman, CFA, CMT and Kostya Etus, CFA, CLS Investments The most well-known potential benefits of ETFs include: – Lower costs…
ETF Analysis: Don’t Forget Portfolio Turnover
Investment portfolio turnover is an important statistic to consider when analyzing an investment portfolio. This consideration should apply to all investment portfolios,…
Beware of Easy Trading in ETFs
Exchange traded funds (ETFs) continue to dominate cash flows into investor portfolios — and for very good reasons. But ETFs have…
Income-Oriented ETF Portfolios Ripping it up Mid-Year
By Rusty Vanneman, CFA and Josh Jenkins, CFA At the mid-year checkpoint, income-oriented ETF portfolios are ripping it up. With a tailwind…
No, This is Not an Ugly Chart on Factor Investing
Note: This article appears on the ETFtrends.com Strategist Channel By Rusty Vanneman, CFA There’s a chart on factor investing that I love to…
Do ETFs and Moving Averages Mix?
Note: This article is part of ETF Trends Strategist Channel. By Rusty Vanneman Do ETFs and Moving Averages Mix? The short answer is yes, they…
Smart Beta ETFs: Creative Destruction in Action
ETFs are eating mutual funds’ lunch. And their breakfasts and their dinners. In 2015 alone, for example, ETFs had net inflows of…