A Shifting Mindset for Fixed-Income ETF Investors
As the market environment shifts, fixed-income ETF investors will have to take a hard look at their portfolios and consider ways to…
smart beta
The Evolution of ETFs Helped Investors Adapt to Changing Market Conditions
ETFs have come a long way since first hitting the scene over two decades ago, and the industry continues to innovate and…
iShares Launches a Green Bond ETF
BlackRock’s iShares expanded on its socially responsible exchange traded fund theme with the introduction of its first green bond strategy that cover…
2019 Opportunities in Market Sector ETFs
With the mid-term election dust settling, ETF investors can now consider the state of sector investing and look to opportunities that may…
Smart Beta Investing: Making a Call on Quality
Amid elevated equity market volatility, some investors are tapping factor-based strategies, including the quality factor. Valuing high quality value is particularly important…
Sector Outlook: Year-End Investment Opportunities to Consider
ETF investors who want to gain targeted exposure in the markets today should consider traditional and new economy sector-based strategies that could…
A Look Inside a Prominent Low Vol ETF
Among smart beta exchange traded funds dedicated to individual investment factors, low volatility products have been popular with conservative investors based on…
A Top-Tier, Multi-Factor ETF Strategy
OppenheimerFunds is celebrating its one-year anniversary of its suite of factor-based, smart beta ETFs, which have also been among the best performing…
Smart Beta Bond Strategies Could Be ETF Industry’s Next Opportunity
As the world’s debt balloons to a size that is larger now than at the height of the global financial crisis, bond…
The King Among Equal-Weight ETFs
Equal weight, the index methodology that assigns approximately the same weights to all of the benchmark’s components, is one of the oldest…
Single-, Multi-Factor ETFs to Ride Out Shifting Market Trends
Investors seeking to diversify a traditional equity portfolio may consider market factors and the effects of combining various factors into a multi-factor…
How to Use Single- and Multi-Factor Strategies in Every Portfolio
In an attempt to diversify away from the potential risks of traditional market-capitalization index funds in an extended bull market environment, investors…
Economic Moat ETFs: A Smart Way to Enhance a Portfolio’s Core
ETF investors who are thinking about filling out their core portfolio can consider the benefits of moat investing strategies that enhance portfolios…
Moat Investing through a Factor Lens
The popularity of factor-based smart beta investment strategies has surged in 2018 as advisors look to rules-based indexing methodologies to enhance returns…