Announcements, news, and insights from the instructors.


Addressing The Need for ETF Education

January 12, 2017 by Aniket Ullal

The global Exchange Traded Fund (ETF) industry has grown rapidly in the last 10 years and has over $3T in assets, exceeding the size of the hedge fund industry. The (typically) low fees and transparency of ETFs is expected to continue fueling this growth...


WHY WE ARE LAUNCHING ETF EDUCATION ACADEMY

December 13, 2016 by A. Ullal, J. Lunt, and R. Hessenthaler

The tremendous growth of the Exchange Traded Fund (ETF) industry is well documented.  ETFs now exceed the size of the hedge fund industry with over $3 trillion in assets and 10,000 listings (including cross-listings).  


 
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Low Volatility is Not a Buy and Hold Strategy

December 9, 2016 by John Lunt

One of the themes of 2016 has been the continued growth of smart beta ETFs, including the proliferation of factor-based ETFs. There are now a wide variety of factors accessible to investors, including low volatility, quality, dividends, value, momentum, and high beta. 


November 2016 ETF 20/20: Exchange Traded Fund Monthly Report

November 23, 2016 by Aniket Ullal

Our monthly ETF 20/20 report briefly summarizes recent Exchange Traded Fund (ETF) trends globally. It uses data from the First Bridge ETF database that includes all global ETPs


Sizing the Global 'Smart Beta' ETF Market

October 21, 2016 by Aniket Ullal

mart beta continues to be a topic of significant interest in the institutional and retail investing communities. In the past 2 years First Bridge has published two frequently cited short articles on the subject. 


Is Your Portfolio Out of Balance? Why ETFs are a Game Changer

October 21, 2016 by John Lunt

“The key to keeping your balance is knowing when you’ve lost it.” As we approach the end of 2016, investors will ask the question: “Do I have the right balance in my portfolio?”


Diversifying Your Beta: Market Beta, Smart Beta & Tactical Beta

September 16, 2016 by John Lunt

The Morningstar ETF Conference was the center of the ETF Universe in early September.  The conference highlighted ETF industry growth and impressive sophistication of ETF...


August 2016 ETF 20/20: Exchange Traded Fund Monthly Report

August 10, 2016 By Anikey Ullal

Our Monthly 'ETF 20/20' report briefly summarizes recent Exchange Traded Fund (ETF) trends globally. It uses data from the First Bridge ETF database that includes all global ETPs.


ETF Investors: The Real Action is Beneath The Surface

August 8, 2016 by John Lunt

A few years ago, we took our children snorkeling off the Florida Keys.  We told them about the beauty and diversity of sea life that they should expect to see. They were bursting with anticipation as we rode in the boat out to the reef...


Tactical ETF Strategies Have Transformed Investing

July 15, 2016 by John Lunt

Diversification has become an accepted, foundational principle for constructing investment portfolios. In many cases, discussion around diversification centers on incorporating multiple asset classes into an investment portfolio...


July 2016 ETF 20/20: Exchange Traded Fund Monthly Report

July 12, 2016 by Aniket Ullal

Our monthly ‘ETF 20/20’ report briefly summarizes recent Exchange Traded Fund (ETF) trends globally. It uses data from the First Bridge ETF database that includes all global ETPs.


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