There are passive exchange traded funds (ETFs) that try to reflect a benchmark index and there are actively managed ETFs that try to beat the index. But what of the so-called “intelligent ETFs,” which try to do a little of both?
The newly emerged intelligent ETF category has become a compromise between passive and actively managed ETF styles, writes Rich White for Investopedia. Intelligent ...
We had the opportunity to ask Tyler how he's allocating among different asset classes in this environment, and what his overall strategy is for outperformance in 2010.
Over the last several years, investors have embraced the benefits of the exchange-traded structure, transforming ETFs from a closet industry to a mainstream investment option that threatens to continually grab market share from traditional actively-managed mutual funds. As the popularity of ETFs has surged, so too has the number of funds available to investors. While the majority of assets remain in ETFs linked to well known stock and bond indexes, ongoing innovation in the industry has produced dozens of ETFs that utilize various weighting methodologies, proprietary screening processes, and even asset allocation strategies to determine holdings.
Boasting competitive cost structures, enhanced tax efficiencies, and improved liquidity features, ETFs have quickly become one of the most popular tools for all types of investors. But despite the rapid rise of the industry over the last five years, there are still countless investors, including many financial advisors, who are completely unaware of exchange-traded funds. Even among those who are relatively well educated on the basics of ETFs, confusion on the nuances of these products can run rampant.
While the benefits and functions of ETFs are relatively simple to grasp, there are...
Today I want to talk about market timing strategies ... or rather, about the failings of one particular market timing strategy and what that implies for the many quant-based ETFs out there.
I was reading The Wall Street Journal the other day and came across this article on the so-called "Fed Model." The Fed Model is a popular market-timing strategy that compares the forward yield on stocks with the yield on the 10-year U.S. Treasury. The model was created in the 1990s by Ed Yardeni, who found that it provided a good way to time the...
By returns decay, I mean a fading of outperformance over time. In other words, will these new quantitative strategies outperform during their first stretch on the market, only to lag over the long haul?
It's easy to imagine why this might happen. These strategies are designed in the rearview mirror, using historical data to create an investment screen that would have beaten the market in the past. By capturing whatever trends exist in the market, you might guess...
US Large Cap Broad Index ETFs List (click on symbol for data and articles)
"Mega" Cap Traditional Index ETFs Diamonds Trust, Series 1 (DIA) iShares S&P 100 Index Fund (OEF) Rydex Russell Top 50 ETF (XLG) PowerShares Active Mega Cap (PMA)
IndexUniverse submits: The big question about fundamental indexing is this: is it really a new idea, or is it just a repackaging of value investing?
It seems like a simple question, but it has sparked some of the most heated debate the index industry has seen in decades, complete with name-calling, threats of legal action and a knock ?em out, drag ?em out public brawl on the op-ed pages of The Wall Street Journal.
Pacific & Western Credit Corp. (TSX: PWC | PowerRating), on behalf of 340268 Ontario Limited (340268), announced that 340268 sold 50,620 Class "B" Preferred Shares ("Class B Shares") of PWC on ...
(live-PR.com) - CHICAGO, IL -- (Marketwire) -- 06/29/10 -- Invesco PowerShares, a leading provider of exchange-traded funds (ETFs), announced today that five existing portfolios will undergo index ...
Pacific & Western Credit Corp. (TSX: PWC | PowerRating) today announced that Pinnacle Correspondent Services, a division of Canaccord Genuity Corp., has signed an agreement to distribute the GICs ...
CHICAGO, IL--(Marketwire - June 3, 2010) - Invesco PowerShares, a leading provider of exchange-traded funds (ETFs), announced the PowerShares International Corporate Bond Portfolio began trading ...
<< SECOND QUARTER SUMMARY (three months ended April 30, 2010, compared to three months ended April 30, 2009, unless otherwise noted): - Total revenue (teb) of the Corporation's subsidiary Pacific ...
Pacific & Western Credit Corp. (TSX: PWC | PowerRating) and its wholly owned subsidiary Pacific & Western Bank of Canada are pleased to announce that, at the recommendation of their Human ...
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Tom Lydon 
