Tag Archives: Growth

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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




Inside ETFs

3. Inside The World Of ETFs – Investing Beyond The US with Jonathan Krane



There are massive economies outside of the US that offer investors the opportunity to get involved utilizing ETFs alongside other investment products. The Chinese equity and fixed income markets have historically been under-allocated in American portfolios, but in recent years, this has changed significantly. 

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Joanthan Krane, Chief Executive Officer, KraneShares. Jonathan shares his knowledge of the Chinese investment market, why he started KraneShares, and his personal experience while living in China. Jonathan discusses his predictions for the future of investments in China and reveals the opportunities investors may be missing out on today.

Jonathan discusses: 

  • How his career transitioned from media companies to Chinese ETFs
  • What should investors think about investing in China? Are the current headlines a warning sign or an investment opportunity?
  • How advisors should prepare when allocating portfolios for 2022
  • His personal and investment experiences while living in China

Jonathan Krane:

Jonathan Krane is the founder and Chief Executive Officer of KraneShares, an asset management firm with over $15 billion in AUM, delivering China-focused exchange-traded funds to global investors listed on the NYSE. KraneShares focuses on providing expert access and products for investors to gain exposure to China’s capital markets. KraneShares sold a majority interest in the company to CICC, a leading investment bank in China. Jonathan has spent the last twenty years working with companies in China.

He previously founded a leading media and entertainment company in China was sold to a publicly traded multi-national corporation.

Jonathan received an MBA from Columbia Business School and a BA from Connecticut College. 

Resources: WealthManagement.com | Douglas Yones, ChFC® | KraneShares | Jonathan Krane


Inside ETFs

2. Inside The World Of ETFs with Jan van Eck



In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jan van Eck, Chief Executive Officer, VanEck. Jan shares his knowledge of global ETFs, including his current favorites, and the transformation this asset class has undergone and will continue to undergo as the current economy adapts to world events. Jan also discusses why VanEck created a Bitcoin-linked ETF and the potential role of cryptocurrency in investment portfolios. 

 Jan discusses: 

  • How VanEck became so involved with ETFs
  • Current financial growth opportunities across the global equity markets
  • What it takes to be successful with ETFs
  • How cryptocurrency has transformed from a joke to a lucrative reality
  • The adaptability and innovation within the economy

Resources: WealthManagement.com | Douglas Yones, ChFC® | Jan van Eck | VanEck

 


1. See Straight Through ETFs with Chris Davis



In this episode, David Armstrong is joined by Chris Davis, CEO of Davis Advisors. Chris shares how Davis Advisors, long-time asset managers, were early pioneers in rolling out active ETFs, putting their trading strategies in the transparent wrapper without fear, and why a high-conviction active stock manager in a low-cost fund is a better option for many than simply buying the market through a cap-weighted index. 

Chris discusses:

  • Why asset managers with a high conviction stock portfolio should not fear the transparency of active ETFs
  • How traditional, value-based portfolio construction fares in a market rife with speculative fervor
  • The impact of the pandemic on the markets, and what the future holds
  • Where he sees opportunity in the markets right now

Resources: Wealth Management.com | David Armstrong | Davis Advisors