SEC Modernizes Regulations of Exchange Traded Funds–Eases Regulatory Burdens, Reduces Cost, Time to Market for New ETFs
On Thursday, September 26th, the SEC passed a long-awaiting ruling that differentiates ETFs from mutual funds from a regulatory perspective. The new regulations will reduce costs and substantially decrease the time in which new ETFs can be approved. The rule is expected to facilitate greater competition and innovation in the ETF marketplace, leading to more […]
China A Shares weight increases to 15% in MSCI Indexes
MSCI announced today that they have increased the inclusion factor of all China A Large Cap shares from 10% to 15% in the MSCI Indexes notably MSCI Emerging Markets Index and MSCI ACWI Index, coinciding with the recent Quarterly Index Review, effective August 28, 2019. MSCI’s previously announced decision to increase the weight of China […]
ETF Model Solutions’ Robert Riedl Named to Investopedia’s Top 100 Advisor’s list for 2019
Robert Riedl, CPA, CFP, AWMA, Chief Financial Officer of ETF Model Solutions, LLC and President/Director of Wealth Management for Endowment Wealth Management, Inc., has been named to the Investopedia Top 100 list of the most influential advisors for 2019. This is the 3rd year of the awards, which recognizes financial advisors who use their media […]
ETF use increasing among insurance companies
A recent Greenwich Associates/Invesco study showed 70% of U.S. insurance companies now use ETFs. The primary reasons for using ETFs were better access to cash/liquidity management, to gain or maintain specific exposures and low cost. ETF holdings are still a small portion of insurance company portfolios. The main reason for increased adoption is the result […]
Financial advisors scaling business through model portfolios
A recent study by Broadridge Financial Solutions indicated that that 85% of financial advisers currently use model portfolios and that over half of advised assets (54%) are in model portfolios. More advisers are using model portfolios to become more efficient as the advisory business becomes more complex. Advisors credit the following reasons for using investment […]
80% of the stock market is now on autopilot
Passive investments control about 80% of the equity assets while quantitative funds (trend following models) account for 20% of market share. Passive Funds have attracted $39 billion in inflows during first half of 2019, while active funds have lost $90 billion. (link to article: https://tinyurl.com/y62es57r)
Endowment Index™ Posts Slight Gain For Week Ended 6/14/2019
The Endowment Index™ calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,263.79 Friday, rising 0.17% from the previous Friday’s close of 1,261.66. The Endowment Index™ represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy™ or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index™ measures performance for […]
ETF Model Solutions CIO Prateek Mehrotra Named to Investopedia Top 100 Advisors List for 2018
ETF Model Solutions CIO Prateek Mehrotra Named to Investopedia Top 100 Advisors List for 2018 Appleton, WI – June 8, 2018- Prateek Mehrotra, MBA, CFA®, CAIA®, Chief Investment Officer of Endowment Wealth Management, Inc. and ETF Model Solutions, LLC has been named to the Investopedia Top 100 Financial Advisors list for 2018 The Investopedia 100 […]
The Next Markets for ETF Disruption? Hedge Funds, Private Equity and SMAs
Hedge funds and private equity are two large markets with huge fees and lockup periods that are ripe for disruption by ETFs, says Matt Hougan of ETFs.com at their annual Inside ETFs conference. Such markets will continue to drive growth in assets in ETFs, which currently account for only $5 trillion of the $150 trillion […]
Multi-Asset ETF Portfolio Best Route for Smaller Endowments, Isenberg Professor Says
Hossein Kazemi, senior adviser to the Chartered Alternative Investment Analyst (CAIA) Association and professor of finance at the Isenberg School of Management at the University of Massachusetts, is claiming that many endowments should skip investments in illiquid assets such as hedge funds and private equity in favor of a multi-asset ETF portfolio. Kazemi argues that most […]
