Monthly Archives: April 2022

The Inside ETFs Podcast: Franklin Templeton’s Dina Ting on Engineering Portfolios of ETFs



Many advisors utilize ETFs to follow investment trends alongside the reduction of risk in their portfolios. Understanding how world events can shift capital markets, while focusing on ETFs that cut across countries and investment risk profiles, allows advisors to provide greater opportunities for their clients in turbulent markets.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton. Dina shares how Franklin Templeton has grown, revealing their increased presence and focus on the ETF market while providing her best practices for advisors looking to invest in ETFs.

Douglas and Dina discuss: 

  • Pivotal career points and how Dina evolved both her career and Franklin Templeton’s ETF business. 
  • ETF trends in the marketplace and how investment products are responding, including COVID, the Russian-Ukraine conflict and inflation.
  • The key challenges for Advisors in today’s markets. 
  • Opportunities on a global scale when using ETFs, as it relates to a given region or resource rich company.

Resources

WealthManagement.com 

Connect with Douglas Yones

LinkedIn: Douglas Yones, ChFC®

Connect with Dina Ting

LinkedIn: Dina Ting
Franklin Templeton




The Inside ETFs Podcast: Dimensional’s Lisa Dallmer on culture, volatility, and portfolio allocation in today’s capital markets



Originally used as institutional trading communities, ETFs have evolved as a preferred investment vehicle, providing access to new asset classes and fund managers; and changing the way many advisors and wealth managers think about portfolio allocation.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Lisa Dallmer, Chief Operating Officer, Dimensional Fund Advisors. Lisa shares her thoughts on ETFs through the multicultural viewpoint of Dimensional, revealing the role of technology in the expansion of ETFs as an investment class. She also discusses how Dimensional’s unique services across practice management, supports advisors and the growth of their business.  

Douglas and Lisa discuss: 

  • Lessons learned through acquisition and how she approaches her leadership role today.
  • How the culture of Dimensional attracts new advisors to the business.
  • The future of ETFs, portfolio allocations, and overall investment trends. 
  • How advisors can best handle market volatility, alongside ways to engage with the investment content and thought leadership available from Dimensional.

Resources

Connect with Douglas Yones

Connect with Lisa Dallmer