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101 ETF Lessons Every Financial Advisor Should Learn

Michael Johnston — Wed, 23 May 2012 12:00:06 +0000

Exchange-traded funds (ETFs) have burst on to the scene in the last few years, raking in hundreds of billions of dollars in assets and prompting a major shift towards indexing strategies in the process. ETFs have empowered financial advisors (FAs), registered investment advisors (RIAs), Chief Financial Officers (CFOs), money managers, and retail investors to take greater control over their portfolios, pushing down fees and maxing out tax efficiency in the process. While ETFs appear quite simple on the surface, these securities can be quite complex. In order to get the most out of ETFs, there’s a lot that investors need to know about the structure, opportunities, and limitations of these securities. Below we outline just about everything you need to know about ETFs, from the basics to the more sophisticated aspects of these products. 1. ETFs Are Tax Efficient One of the biggest advantages of ETFs is their tax-efficient structure; [...]

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PIMCO Launches Active TIPS ETF (ILB)

Michael Johnston — Tue, 01 May 2012 13:30:28 +0000

PIMCO, fresh off the extremely successful launch of its Total Return ETF (BOND), has rolled out another actively managed bond fund that taps into a corner of the fixed income market that has generated significant interest in recent years. The new Global Advantage Inflation-Linked Bond Strategy Fund (ILB) will be comprised of inflation-protected bonds, securities that are designed to appreciate along with official inflation metrics. The new PIMCO ETF will be benchmarked against the PIMCO Global Advantage Inflation-Linked Bond Index, and will invest in inflation-protected bonds that are ‘economically tied to at least three developed and emerging market countries (one of which may be the United States)” according to the prospectus. While most inflation-protected bond ETFs focus primarily on U.S. securities, there are a handful that maintain an international focus. The SPDR DB International Government Inflation-Protected Bond ETF (WIP) holds a broad-based portfolio with a tilt towards Western Europe, while the iShares [...]

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5 ETF Plays For Doomsday Predictions

Stoyan Bojinov — Wed, 04 Apr 2012 13:00:54 +0000

Investors have seemingly brushed aside looming debt woes on both sides of the Atlantic ocean as improving growth expectations have helped pave the way higher for equity markets around the globe. Bullish momentum has undoubtedly prevailed on Wall Street thus far in 2012, although many are fearful that a steep market correction is just around the corner. Economic data releases have been encouraging over the past few months, however weakness in the housing and labor markets continues to be a major drag on the recovery efforts at home [see also Doomsday Special: 7 Hard Asset Investments You Can Hold In Your Hand]. The million dollar question that investors are asking themselves is whether to jump aboard the bull-train or stand back in anticipation of a derailment in the foreseeable future? Remember that the trend is your friend; calling the top on a bull market can be wildly profitable, however, more often than not, investors are [...]

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ProShares Adds Leveraged Breakeven Inflation ETFs

Michael Johnston — Mon, 13 Feb 2012 11:00:24 +0000

ProShares continues to beef up its lineup of alternative ETFs, recently rolling out a pair of products that offer leveraged exposure to “breakeven inflation.” The new ETFs will deliver 3x and -3x daily leveraged exposure to indexes comprised of both long and short positions in ten-year bonds, with the goal of giving investors tools for betting on changes in the market’s expectations for inflation. The new ETFs are: UltraPro 10 Year TIPS/TSY Spread (UINF): This ETF is linked to the Dow Jones Credit Suisse 10-Year Inflation Breakeven Index, a benchmark that consists of a long position in 10-year TIPS and a short position in Treasuries of the same duration. UINF seeks to deliver daily changes that correspond to 3x the daily change in that benchmark. UltraPro Short 10 Year TIPS/TSY Spread (SINF): This ETF shoots for -3x daily exposure to the same benchmark, effectively giving investors a long position in [...]

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ETFs: The $10 Billion Club

Jared Cummans — Wed, 11 Jan 2012 12:00:03 +0000

It is no secret that the ETF industry is dominated by just a handful of products. The majority of the $1 trillion plus assets are confined to roughly 100 funds, leaving the other 1,300 ETFs in the dust. But as growth in the industry continues to pick up, more and more funds are entering elite status with hefty assets and trading volumes to go with it [see also Top 5 Commodity ETFs Of 2011]. Investors who are still a bit squeamish about buying into some of the smaller and more hypertargeted products, have a wealth of options available to them. A number of advisors and institutions have minimum requirements for assets under management for the products that they can buy. Along with assets restrictions there are often regulations on age and average daily volume. But for those looking for a fund that meets such strict demands, combing through the entire ETF universe [...]

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10 Most Useful New ETFs Of 2011 (For Buy-And-Hold Investors)

Jared Cummans — Sun, 25 Dec 2011 14:00:45 +0000

This past year was the most active ever for the exchange traded industry in terms of product development; the launch of more than 300 new products shattered the record set in 2010. And innovation continues to run high in the industry; the creativity of issuers is still impressive, as many of the ETFs that have debuted over the last year have offered access to new asset classes and strategies. There are no doubt still stones to be overturned, and many new opportunities in the ETF space. Yesterday, we profiled a number of the new additions to the ETF lineup in 2011 that had been a big hit with investors; nearly 20 of the exchange-traded products launched in 2011 have already accumulated more than $1 billion in assets. Today, we’ll take a look at ten ETFs that debuted in 2011 that haven’t been quite as successful pulling in assets, but that [...]

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New Inflation / Deflation ETNs: Better Than TIP?

Michael Johnston — Wed, 07 Dec 2011 12:00:32 +0000

PowerShares and Deutsche Bank, partners on a suite of exchange-traded notes targeting commodities and several international bond markets, have rolled out a pair of ETNs designed to target changes in inflation expectations. The new notes will be linked to indexes that are designed to measure the market’s expectations of future inflation implied by the difference in yields between a position in U.S. TIPS and an offsetting position in Treasuries with approximately equivalent terms to maturity. The new ETNs include: PowerShares DB US Inflation ETN (INFL): This note is linked to the DBIQ Duration-Adjusted Inflation Index, which consists of a long position in TIPS and a short position in Treasuries with approximately the same duration. PowerShares DB US Deflation ETN (DEFL): This note is linked to the DBIQ Duration-Adjusted Deflation Index. That index combines a short position in TIPS with a long position in U.S. Treasuries. Better Than TIPS? To understand [...]

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New At ETFdb: ETF Scorecards Offer In-Depth Analysis And Ranking Of Every ETF

Michael Johnston — Mon, 31 Oct 2011 15:30:31 +0000

ETF Database has introduced another new resource to its lineup of analytical tools designed to help financial advisors and individual investors navigate through the rapidly-increasing universe of exchange-traded products: ETF Scorecards that provide relevant, timely, and unbiased analysis of more than 1,300 ETPs. The ETF Scorecards are in-depth, customized analyst reports that highlight the noteworthy features of each ETF in plain English, alongside rankings of the fund on 20+ metrics including expenses, performance, volatility, and distributions [see links to sample ETF Scorecards below]. Each ETF Scorecard includes: Analyst Take: An objective analysis from the team of ETFdb analysts that highlights any unique aspects that make an ETF unique. We highlight how an ETF might fit in to a portfolio, note any subtle attributes that may impact the risk / return profile, and offer our take on the composition of the underlying portfolio–both good and bad. The Analyst Take is our [...]

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Alternatives To The 20 Most Popular ETFs

Michael Johnston — Thu, 13 Oct 2011 13:45:07 +0000

The impressive pace of expansion in the ETF industry over the last several years has been well documented; continuous product development has resulted in the launch of more than 250 so far in 2011, and there are now more than 1,300 names in the ETF lineup. But while the depth of the ETF space has increased, the industry remains quite top-heavy; a relatively small number of products accounts for the lion’s share of total assets. Most of the largest ETFs are also among the oldest; their impressive asset bases are perhaps more attributable to their seniority than the appeal of the underlying methodologies. In fact, impressive innovation in the industry has given investors plenty of alternatives to the “super tickers” that dominate the space. The largest ETFs have become so popular for a reason; they generally offer cheap, liquid exposure to core asset classes. But for investors willing to dig [...]

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Thursday’s ETF To Watch: iShares Barclays TIPS Bond Fund (TIP)

Eric Dutram — Thu, 15 Sep 2011 08:00:31 +0000

With all the money printing from the Fed and gold approaching historic levels, it is clear that many investors are growing increasingly worried about the prospect of inflation striking their portfolios in the near term. Since the economy still remains incredibly weak, more quantitative easing cannot be ruled out at this month’s FOMC meeting, increasing the possibility of price increases across the board. Add in the turmoil currently rocking European markets and it is easy to see why today’s CPI report in the U.S. could have a huge impact on a number of sectors for the near term. After last month’s 0.5% uptick in month-over-month terms, investors are expecting price increases to cool a little bit for the most recent month, coming in at a 0.2% change. Meanwhile, in the core CPI, less food and energy, the consensus calls for another month of a 0.2% change. If investors see another sharp rise [...]

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ETF Database » TIP

101 ETF Lessons Every Financial Advisor Should Learn

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