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What We're Reading Now

Posted by Toroso Investments on Sep 25, 2019 4:26:41 PM

What's Hot in the ETF Industry

This week, we’ve hand-picked what we believe to be the most impactful news about the ETF industry at large and provide some insights on how you might be affected. Below you'll learn about the impact of ETFs on the Wealth Management Industry, the latest from Kitces, and more.

 

 

ETF Rule

The SEC meeting on the ETF rule (6c-11) set for Wednesday September 25th was called off Tuesday without much public explanation. The rumor amongst ETF Nerds is that the rule will likely be approved by vote with no public meeting. To learn more about this regulation that should support further ETF growth we suggest checking out these articles:

https://www.etf.com/sections/features-and-news/etf-rule-decision-coming-wednesday

https://www.morganlewis.com/pubs/sec-proposes-new-etf-rule 

https://etfdb.com/news/2019/05/30/new-etf-rule-even-playing-field-small-players/
https://www.assetmanagementadvocate.com/2018/08/proposed-etf-rule-an-overview/

https://www.etf.com/sections/blog/etf-rule-etfcoms-comment-letter?nopaging=1.  

Screenshot 2019-09-25 14.18.46

Factors and the Glide Path

Calm headline returns last week belie a tumultuous undercurrent in factor equities. Specifically, value and momentum equities both performed a rapid turnaround relative to recent performance. When all was said and done, the rotation between the two factors resulted in a weekly performance spread of over 900 basis points.

https://blog.thinknewfound.com/2019/09/factors-and-the-glide-path/

 

 

Screenshot 2019-09-25 14.23.08

No Jacket Required: Inside the World of New School Wealth Management
One of the main drivers behind the rise of ETFs and index funds is the fast-changing world of wealth management. RIAs have always been the early adopters of ETFs and remain big users today.
https://www.bloomberg.com/news/articles/2019-09-19/no-jacket-required-inside-the-world-of-new-school-wealth-management

 

Screenshot 2019-09-25 14.22.32

Nobody Wants to Read Your Shit

Consider this next time you’re drafting your thought leadership pieces. https://mebfaber.com/2019/02/19/nobody-wants-to-invest-in-your-shit/

 

Screenshot 2019-09-25 14.23.50

Three Things I Think I Think – Repo Madness!

What the heck is a repo and why do they matter?

http://dlvr.it/RDT61r

 

Screenshot 2019-09-25 14.24.34

The secret rise of robotics and AI stocks

If the headlines have you wondering where to turn next as an investor, you can rest assured that your exposure to robotics and AI is likely paying off—even if their recent growth is the market’s best-kept secret at the moment. While the Fed’s next interest rate move, Boris Johnson’s Brexit debacle, and Trump’s latest late-night tweet have been doing a spectacular job of sending the stock market into a frenzy and keeping investors scratching their heads, companies focused on delivering on the promise of robotics and AI have been quietly rising to the top of the heap. Here’s just a snapshot of some of the biggest winners.

https://www.roboglobal.com/insights/the-secret-rise-of-robotics-and-ai-stocks/

 

Screenshot 2019-09-25 14.26.27

Detroit’s Only ETF Firm Tackles Growing Business Far From Wall Street

https://www.crainsdetroit.com/finance/detroits-only-etf-firm-tackles-growing-business-far-wall-street-um-twist

 

Screenshot 2019-09-25 14.28.14

Index Funds are the New Kings of Wall Street

https://www.wsj.com/articles/index-funds-are-the-new-kings-of-wall-street-11568799004

Funds tracking broad U.S. equity indexes had more assets by value than stock-picking rivals for the first time

 

Screenshot 2019-09-25 14.29.06

When Heuristics And Biases May Actually Improve Financial Decision-Making

https://www.kitces.com/blog/behavioral-finance-heuristics-bias-positive-outcomes-improve-financial-decision-making/?utm_campaign=coschedule&utm_source=twitter&utm_medium=MichaelKitces&utm_content=When%20Heuristics%20And%20Biases%20May%20Actually%20Improve%20Financial%20Decision-Making

 


 

TETF.Index Performance 

Returns as of September 20, 2019.

Inception Date: April 4, 2017.

Index performance is for informational purposes only and does not represent the ETF. Indexes are unmanaged and one cannot invest directly in an index. Past performance is NOT indicative of future results, which can vary.  

 

TETF.Index Performance vs. Leading Financial Indexes

Click here for information on the Index following the ETF industry

 

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