ETFs' product proliferation is explosive. Learn how to navigate the landscape and better understand ETF basics.
Length: 5 MIN
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When you understand how ETFs are created and traded, it’s easier to explain their benefits to clients.
Length: 9 MIN
Learn about the multitude of potential benefits ETFs provide, from liquidity and trading flexibility to low cost and tax efficiency.
Length: 4 MIN
Explore the strategic uses of ETFs in both passive and active portfolios.
Use ETFs to implement tactical asset allocation strategies and express investment opinions.
Length: 8 MIN
Learn about tax management strategies that can add alpha, without increasing portfolio risk.
Learn how institutions use ETFs as portfolio management tools.
There’s more to an index than its name. Learn how index construction can impact an ETF's performance.
Length: 12 MIN
Not all ETFs track their index the same way. Different methodologies can create different products.
Avoid tax surprises. Learning how different ETF structures impact dividend payments and taxation can help you select the right ETF for your needs.
Evaluate the ETF sponsor to determine if the firm has a solid reputation in the marketplace and good relationships with index providers and advisors.
Look beyond trading volume to the liquidity of the primary market and ETFs’ underlying securities to determine an ETF’s liquidity.
Length: 6 MIN
The total cost of ownership for an ETF amounts to more than the expense ratio. Learn which factors are important to consider.
Length: 11 MIN
The bid/ask spread is important to understand when considering the total cost of an ETF.
While ETFs are easy to invest in, there also are some important facts you should know in order to buy and sell them with the most efficiency.
Learn timing tips and trading tactics to help get the best execution.
Length: 7 MIN
Consider ETFs to construct inflation-protected portfolios.
Length: 13 MIN
Tax-aware investing is more important than ever. Learn strategies that can increase the tax efficiency of your portfolio.
There’s an even greater role for tax-efficient ETFs in a rising tax environment.
Discover the truth about the Flash Crash and learn about new regulations designed to correct operational issues that caused the crash.
Learn the facts about tracking error and pricing volatility – why they happen and what they really mean.
Learn about leveraged ETFs and why they should be thoroughly understood before investing.
Length: 10 MIN
Learn why an ETF's short interest doesn’t necessarily add risk to owning the ETF.
Learn why ETFs lend their portfolio securities, as well as regulations that govern this lending, and best practices.
Retail investors may wonder if institutions have an advantage or if their activity harms smaller investors. Learn why these concerns are unfounded.