ETF Industry 2019: Growth Metrics To Follow

Aug 14, 2019 4:52:34 PM / by Toroso Investments

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Embracing Innovation with ActiveShares

Aug 1, 2019 7:10:43 PM / by Toroso Investments

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Welcome to the ETF Think Tank Weekly Research, a communication written by our team of ETF Nerds on a mission to educate investors and empower financial advisors. Read on for our perspective on the benefits of ETFs, highlights in the industry, and noteworthy innovations.

 

Two weeks ago, we talked about client alignment and innovation as reasons behind ETF assets reaching the $4 trillion milestone. In our experience, the most successful financial advisors are those that put their clients’ interests first. We believe using ETFs in client portfolios fosters client alignment and provides a cost-effective way to meet investment objectives, allowing advisors to act in the capacity of a true fiduciary. As a refresher, we’ve identified 4 client alignment factors of ETFs that can benefit both advisors and their clients. They are: transparency, liquidity, lower cost, and tax efficiency.

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Over $4 Trillion Served

Jul 16, 2019 11:04:07 AM / by Toroso Investments

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In last week’s ETF Think Tank Research note we covered the key performance indicators (KPIs) of ETF growth in the first half of 2019. Last week, that growth surpassed yet another milestone with US ETF assets exceeding $4 trillion. Fellow ETF Nerd, Todd Rosenbluth @toddcfra does a great job of explaining where the growth came from this year.

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ETF INDUSTRY HALFTIME REPORT

Jul 9, 2019 8:29:02 AM / by Toroso Investments

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In the last research note, we considered recent market volatility and analyzed low-vol ETFs. 

This week, we share our research on the growth of the ETF industry including our usual key performance indicators (KPIs) on number of ETFs listed, assets, revenue, exchange market share and number of issuers. In this halftime report, we cover the state of the ETF industry in 2019 by reviewing how these KPIs have changed through June 30, 2019.

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ETFs and Volatility

Jun 25, 2019 6:25:53 PM / by Toroso Investments

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In last week’s ETF Think Tank research note, we compared the top 25 holdings in ETFs, Mutual Funds, and Robinhood.

This week, we consider recent market volatility and analyze the ETFs we’ve identified as falling within the low volatility bucket. Advisors looking for investment options for clients who are more risk-averse should know there is an entire category of ETFs available to soften the highs and lows.

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ETF Transparency - Who Owns What?

Jun 18, 2019 1:46:17 PM / by Toroso Investments

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In last week’s ETF Think Tank research note, we structured our information as ETF Nerd Trivia, which included 5 questions designed to challenge your intellect, pique your curiosity, and illustrate the value of ETFs beyond their purpose as investment vehicles. 

This week, we dig deeper into the trivia question that stirred some controversy and expand on it by investigating the most widely held equities of a well-known robo-advisor. And here again, we find ourselves talking about transparency.
READ THE FULL ARTICLE ON OUR BLOG


You May Adjust Your Score


Here’s the question from last week’s ETF Nerd Trivia that sparked some interesting conversations:

Question 5
What equity is held by the greatest number of ETFs?
1.
a. AAPL
b. SPG
c. VZ
d. PG
The answer (as of March 31, 2019) is PG, because it is held in low vol, value, and dividend focused ETFs. All the buzz over this question motivated us to update the data to June 16, 2019.

We discovered that, according to the more recent data, VZ is the most widely held equity by ETFs, but for similar reasons to PG. So, for all the over-achiever ETF Nerds that selected answer “C” last week (VZ), you may adjust your score.

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ETF Nerd Trivia

Jun 11, 2019 1:25:29 PM / by Toroso Investments posted in Insider

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In last week’s ETF Think Tank research note, we covered the importance of ETF advisors having an IPS to drive portfolio management and allow a focus on growth.

 

This week we lighten things up a bit with ETF Nerd trivia. We cover 5 distinct questions intended to  inspire and educate our readers and challenge our ambitious ETF Nerds to test their knowledge. Take the pop quiz below and learn about ETF ownership influence, individual equity ownership, and active share. Questions at the top, answers and commentary as you scroll down. 

 

ETF NERD TRIVIA

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Articulate Your Value Prop with an IPS

Jun 5, 2019 2:46:47 PM / by Toroso Investments posted in Insider

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This week, we explore outsourced portfolio construction, make a case for the IPS as a tool for transparency, and offer an IPS template we developed specifically for ETF managers.

 

A Policy for Growth

We’ve been talking a lot about transparency as one of the key factors in client alignment. In our experience, advisors who embrace transparency in their practices are likely to set policies and procedures that clearly state the value proposition of using ETF portfolios for growing client assets. With that in mind, we would like to offer a template for these guidelines, designed to help advisors build unique and intelligent ETF portfolios. The first step is to create an Investment Policy Statement (IPS).

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Outcome-Based ETF Portfolios to Meet Clients’ Investment Goals

May 23, 2019 8:22:00 PM / by Toroso Investments posted in Insider

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Financial advisors who are looking for customized ETF portfolios in the separate accounts space can turn to ETF model portfolios designed by ETF strategists.

“Toroso Investments was designed to be an ETF research firm, and when we build our ETF models, it’s all about security selection for us. That’s really the niche that we really play is knowing under the hood what’s really in an ETF,” Mike Venuto, CIO, Toroso Investments, said at Inside ETFs 2019.

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Putting things into perspective

May 21, 2019 8:19:00 PM / by Toroso Investments posted in Insider

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This week we reflect on the subtle and not-so-subtle effects of the 10 year bull market. Read on to get our perspective on what makes an economy grow, an interesting thought from man who won capitalism, Ray Dalio and the usual ETF launches, TETF.Index performance and ETF Think Tank In the News.

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