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.
Three Tips for Reading an ETF Prospectus
2016-10-20A prospectus can be an intimidating document for investors to read.
3 Tips for Surviving Unfriendly Markets
2016-06-21Despite the upward-sloping nature of the market over time, there are periods so volatile that...
The 7 Different ETF Structures
2016-04-20Exchange traded funds (ETFs) recently hit a very important milestone: as of the time of writing,...
High- vs. Low-Beta ETFs to Help Your Diversification
2016-03-29The world of investing and portfolio management seems to have a language all its own. It’s full...
Quadruple Witching Explained for ETF Investors
2016-03-21As scary as it sounds, quadruple witching shouldn’t be something that investors fear. Quite on...
What’s the Difference Between Sampling Strategy and Full Replication ETFs?
2016-02-29Many investors prefer their exchange-traded funds (ETFs) to try to match the performance of an...
What Is Beta and What Does It Mean for Your ETF Portfolio?
2016-02-17Investors utilize a wide range of financial metrics when performing investment analyses. It is...
What ETF Investors Need to Know About El Niño
2016-01-14The weather phenomenon dubbed El Niño has been known to wreak havoc across financial markets as...
What Should Your Expected Return Be?
2016-01-06One of the most important topics in finance is the concept of expected return. This is the total...
When to Rebalance Your Portfolio
2015-12-28When constructing a portfolio, an investor should not just “set it and forget it.” The task of...
Investment Policy Statement 101
2015-12-24Taking a trip? You’ll need a map to get there. Have a future savings goal in mind? You’ll need a...
How to Measure Risk-Adjusted Returns
2015-12-18Many investors look for above-market returns when analyzing exchange-traded funds (ETFs) or other...
Why An ETF Can't Collapse Part II
2015-07-20It’s getting a tad bit testy in the ETF world. In one corner, you have arguably the greatest...
Creating a Culture of Intimacy
2015-07-13How can we create, or in many cases recreate, an intentional culture of intimacy to enhance...
Intimacy? Are You Serious?
2015-07-13What thoughts come to mind when you hear the word intimacy? This may be a dangerous theme to open...
25 Things Every Financial Advisor Should Know About ETFs
2015-06-24The rapid expansion of the ETF industry has been one of the most important developments in the...
Why An ETF Can’t Collapse
2015-06-24A 2010 article penned by Andrew Bogan, Managing Member of a Boston-based asset management firm,...
101 ETF Lessons Every Financial Advisor Should Learn
2015-04-24Exchange-traded funds (ETFs) have burst on to the scene in the late 2000s and early 2010s, raking...
The Difference Between ETFs and Index Funds
2015-04-24When categorizing various investment vehicles, most investors tend to think of mutual funds and...
