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  1. Portfolio Management
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Portfolio Management

2016-10-20

Portfolio management is about aligning an investment portfolio with the investment objectives and constraints outlined in an Investment Policy Statement. ETFs are some of the best investment vehicles to create such a portfolio. ETFdb’s Portfolio Management section features content geared toward helping to train those financial advisors who use ETFs in client portfolios.

Portfolio Management

Three Tips for Reading an ETF Prospectus

Justin KuepperOct 20, 2016
2016-10-20

A prospectus can be an intimidating document for investors to read.

Portfolio Management

3 Tips for Surviving Unfriendly Markets

Stoyan BojinovJun 21, 2016
2016-06-21

Despite the upward-sloping nature of the market over time, there are periods so volatile that...

Portfolio Management

The 7 Different ETF Structures

Aaron LevittApr 20, 2016
2016-04-20

Exchange traded funds (ETFs) recently hit a very important milestone: as of the time of writing,...

Portfolio Management

High- vs. Low-Beta ETFs to Help Your Diversification

Aaron LevittMar 29, 2016
2016-03-29

The world of investing and portfolio management seems to have a language all its own. It’s full...

Portfolio Management

Quadruple Witching Explained for ETF Investors

Stoyan BojinovMar 21, 2016
2016-03-21

As scary as it sounds, quadruple witching shouldn’t be something that investors fear. Quite on...

Portfolio Management

What’s the Difference Between Sampling Strategy and Full Replication ETFs?

Bob CiuraFeb 29, 2016
2016-02-29

Many investors prefer their exchange-traded funds (ETFs) to try to match the performance of an...

Portfolio Management

What Is Beta and What Does It Mean for Your ETF Portfolio?

Bob CiuraFeb 17, 2016
2016-02-17

Investors utilize a wide range of financial metrics when performing investment analyses. It is...

Portfolio Management

What ETF Investors Need to Know About El Niño

Stoyan BojinovJan 14, 2016
2016-01-14

The weather phenomenon dubbed El Niño has been known to wreak havoc across financial markets as...

Portfolio Management

What Should Your Expected Return Be?

Bob CiuraJan 06, 2016
2016-01-06

One of the most important topics in finance is the concept of expected return. This is the total...

Portfolio Management

When to Rebalance Your Portfolio

Bob CiuraDec 28, 2015
2015-12-28

When constructing a portfolio, an investor should not just “set it and forget it.” The task of...

Portfolio Management

Investment Policy Statement 101

Joel KrancDec 24, 2015
2015-12-24

Taking a trip? You’ll need a map to get there. Have a future savings goal in mind? You’ll need a...

Portfolio Management

How to Measure Risk-Adjusted Returns

Justin KuepperDec 18, 2015
2015-12-18

Many investors look for above-market returns when analyzing exchange-traded funds (ETFs) or other...

Portfolio Management

Why An ETF Can't Collapse Part II

Aaron LevittJul 20, 2015
2015-07-20

It’s getting a tad bit testy in the ETF world. In one corner, you have arguably the greatest...

Portfolio Management

Creating a Culture of Intimacy

Tony DiLeonardiJul 13, 2015
2015-07-13

How can we create, or in many cases recreate, an intentional culture of intimacy to enhance...

Portfolio Management

Intimacy? Are You Serious?

Tony DiLeonardiJul 13, 2015
2015-07-13

What thoughts come to mind when you hear the word intimacy? This may be a dangerous theme to open...

Portfolio Management

25 Things Every Financial Advisor Should Know About ETFs

Jared CummansJun 24, 2015
2015-06-24

The rapid expansion of the ETF industry has been one of the most important developments in the...

Portfolio Management

Why An ETF Can’t Collapse

Stoyan BojinovJun 24, 2015
2015-06-24

A 2010 article penned by Andrew Bogan, Managing Member of a Boston-based asset management firm,...

Portfolio Management

101 ETF Lessons Every Financial Advisor Should Learn

Jared CummansApr 24, 2015
2015-04-24

Exchange-traded funds (ETFs) have burst on to the scene in the late 2000s and early 2010s, raking...

Portfolio Management

The Difference Between ETFs and Index Funds

Stoyan BojinovApr 24, 2015
2015-04-24

When categorizing various investment vehicles, most investors tend to think of mutual funds and...

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