ETF Know:How

Investment Insights

Strategic beta ETFs have created a complex landscape for you to navigate. Using an illustrative tool can help you select the right strategic beta ETFs to integrate into your clients' portfolios.

ETF Know:How content

Investment Insights

Learn how index ETFs passed yet another episode of extreme market volatility during the pandemic and served their function as investment vehicles, risk-transfer mechanisms and price-discovery beacons.
Investment Insights

There are critical differences in practices and policies across exchange-traded fund providers. These nine questions can help you determine whether and how the ETF provider seeks to provide successful outcomes for clients.
ETF Essentials

Learn why deciding which vehicle to use requires thoughtful deliberation and a careful assessment of the investor's objectives, risk tolerance, and desired time horizons.

ETF Essentials

Determine how fixed income ETFs can help investors diversify while also seeking to reduce volatility over time, preserve capital, and provide periodic income.
ETF Essentials

Delve into how bringing over-the-counter bond markets to an exchange through ETFs can make pricing discrepancies visible to investors, which is not necessarily a bad thing.
ETF Essentials

Explore some of the differences between index investing and actively managed fixed income strategies, plus some of the benefits they both offer investors.
ETF Essentials

Understanding the distinction between active strategies, traditional indexing, and smart beta indexing is critical to choosing the right investment strategy.
ETF Essentials

The true cost of owning ETFs is more complex than many realize. By understanding all the factors affecting cost, investors are better equipped to make sound investment decisions.
ETF Essentials

Investors may be drawn to ETFs for many reasons, not least of which is the potential for investment income, making ETF yield an important topic for advisors to understand.

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