ETF Filing: Bond Fund Will Have Low Beta Twist [0.06]

Posted on Aug. 16, 2017, 5:15 p.m. by HOME @ [source]

A recent filing from Deutsche Asset Management outlines plans for an ETF that will target the international junk bond space, with a specific focus on securities exhibiting low beta.

The filing does not include a ticker or expense ratio.

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What if You Actually Wanted to Go Active? [0.04]

Posted on Aug. 11, 2017, 6 p.m. by The Big Picture @ [source]

The rise of passive investing, which its advocates prefer to call low-cost investing , is the most dominant trend in the markets during the past decade.

Today, we shall apply Charlie Munger’s aphorism of “invert, always invert” to the active-versus-passive management debate.

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Earlier this week I did a podcast with my colleague Steven Sinofsky talking about the management structures of Google, Apple. The interesting thing is that the management structures that they've used to achieve that are actually very different.

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No one can reliably predict the start date of the next recession, but the last half century suggests that the stock market will suffer when the economy contracts. One option is to ride out the storm.

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IShares Cuts Fees On 11 ETFs [0.10]

Posted on Aug. 8, 2017, 4:30 a.m. by HOME @ [source]

The mix includes eight bond ETFs and three environmental, social and governance (ESG) equity funds.

The bond funds all saw their expense ratios trimmed by 2-10 basis points.

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Some of the strongest track records in money management are closely bound up with trend-based strategies. No wonder that there’s an ever growing pile of money in portfolios tracking trend-based strategies.

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Risk Management and Dynamic Beta Podast [0.08]

Posted on Aug. 4, 2017, 3:52 p.m. by CSSA @ [source]

I had the honor of speaking with Mebane Faber of Cambria Investment Management recently where I discussed the topic of risk management and also applying a dynamic beta approach on his widely popular podcast “The Mebane Faber Show”.

Here is the link to the podcast.

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ETF Watch: Transamerica Debuts, 13 Closures [-0.02]

Posted on Aug. 4, 2017, 3:15 p.m. by HOME @ [source]

Insurer and investment management firm Transamerica rolled out its first ETFs—four “managed risk” funds marketed under the DeltaShares brand name.

ProShares announces the impending closures of 13 of its ETFs.

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Time Scarcity & The Allure of More [0.21]

Posted on Aug. 3, 2017, 9:57 p.m. by A Wealth of Common Sense @ [source]

A new report from researchers at the University of British Columbia shows that buying time makes people happier. Now that I have newborn twins as well I have no choice but to make more efficient use of my time.

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What ETFs Really Cost [0.09]

Posted on Aug. 1, 2017, 6:45 p.m. by HOME @ [source]

How much does it actually cost to own an ETF? This metric includes all internal costs of the fund, such as items we sometimes see itemized in a prospectus, like the management fee, which is how much an issuer charges for its fund management services.

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An auto-industry veteran describes how rededication to lean-management principles—especially to fostering leadership at every level—led his organization to new performance breakthroughs.

Since 1949, Denso has grown from its roots in Japan to become one of the world’s largest automotive suppliers, with more than $40 billion in revenues as of the year ended March 31, 2016.

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Market impact trading costs arise from buying and selling securities at temporarily impacted prices during index rebalances. Market impact is a very real trading cost, but is hidden from the investor because the portfolio’s value changes simultaneously with the index’s.

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New technologies are transforming all stages of the engineering and construction process.

The engineering and construction (E&C) industry is at the cusp of a new era, with technology start-ups creating new applications and tools that are changing how companies design, plan, and execute projects.

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Investors Tempted To Do Something [0.09]

Posted on July 27, 2017, 4 p.m. by HOME @ [source]

This article is part of a regular series of thought leadership pieces from some of the more influential ETF strategists in the money management industry. Today's article is by Ben Lavine, chief investment officer of 3D Asset Management based in East Hartford, Connecticut.

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A quick-service restaurant chain with thousands of outlets around the world is using data to drive a successful turnaround, increase customer satisfaction, and grow revenues. That makes the recent experience of a global quick-service restaurant chain instructive.

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Our first Evidence-Based Investing Conference in New York City was a resounding success. AQR stands for Applied Quantitative Research, and features rules-based systems that trade various asset classes, utilizing classic Fama-French factors such as value and momentum.

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The Topic is Gold [0.10]

Posted on July 24, 2017, 2:25 p.m. by The Irrelevant Investor @ [source]

Last week I participated in a focus group. The fourth advisor said they’re at 3% of client accounts and have been building a position over the last few months.

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Global Growth Has Room To Run [0.11]

Posted on July 20, 2017, 5:45 p.m. by HOME @ [source]

This article is part of a regular series of thought leadership pieces from some of the more influential ETF strategists in the money management industry. Today’s article features Gary Stringer, president and chief investment officer of Memphis, Tennessee-based Stringer Asser Management.

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In an era of narrow margins and slow growth, insurers’ need to invest in analytics has never been greater. A few thoughtful initiatives can accelerate the analytics journey.

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The One-Flat-Fee-Fits-All ETF Strategist [0.16]

Posted on July 13, 2017, 2:15 p.m. by HOME @ [source]

First Ascent Asset Management is a newcomer in the ETF strategist space, building two series of portfolios for advisors: one using only ETFs, the other combining ETFs with actively managed mutual funds.

Here he shares what lessons the first year in business has taught, and where the opportunities lie ahead.

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