Tag: InvestmentManagement

FEATURE
The Inside ETFs Podcast: ETF Strategies For The Modern Portfolio with Jed Laskowitz

The Inside ETFs Podcast: ETF Strategies For The Modern Portfolio with Jed Laskowitz

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In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jed Laskowitz, Global Head of Asset Management Solutions at JP Morgan, to discuss how ETFs can assist advisors in developing optimal portfolio strategies for the long term, regardless of market conditions.

Douglas and Jed discuss:

  • The ways in which JP Morgan focuses on product development for ETFs
  • Best practices for advisors when considering the impact of global market events on portfolios
  • ETFs as a tool for executing tax strategies during market downturns
  • Opportunities for investors in today’s capital markets

Resources

Connect with Douglas Yones

Connect with Jed Laskowitz

Connect with Informa

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The Inside ETFs Podcast: Looking Into The Future While Investing Today with Sylvia Jablonski

The Inside ETFs Podcast: Looking Into The Future While Investing Today with Sylvia Jablonski

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Predicting returns for specific investments with certainty is an impossible task. However, predicting where industries might be headed and choosing investments based on future impact to our lives can be a bit easier.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Sylvia Jablonski, CEO and CIO of Defiance Investments, on how Defiance engages with investors in order to predict market and industry trends, with a focus on future growth, when selecting ETFs.

Douglas and Sylvia discuss: 

  • The growth of Defiance and their ETF business
  • A review of high growth sectors 
  • ETF selection across economic themes 
  • Targeting high growth industries for the year ahead

Resources

Connect with Douglas Yones

Connect with Sylvia Jablonski

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The Inside ETFs Podcast: Finding Investment Opportunities In Today’s Capital Markets with Jeffrey Sherman

The Inside ETFs Podcast: Finding Investment Opportunities In Today’s Capital Markets with Jeffrey Sherman

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Market volatility, inflation, increasing interest rates, how should an advisor be positioning portfolios? And what opportunities can investors take advantage of in a high-risk environment?

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Jeffrey Sherman, Deputy Chief Investment Officer of DoubleLine, on how DoubleLine focuses on changing market conditions in order to find opportunities in regardless of the capital market conditions.

Douglas and Jeffrey discuss: 

  • How DoubleLine differentiates itself from its competition 
  • The research available through DoubleLine’s academics
  • How DoubleLine’s positions its ETFs during volatile market 
  • What to expect for the equity and fixed income markets for the remainder of the year

Resources

Connect with Douglas Yones

Connect with Jeffrey Sherman

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The Inside ETFs Podcast: Bruce Lavine on Growing Your Investments While You Sleep

The Inside ETFs Podcast: Bruce Lavine on Growing Your Investments While You Sleep

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Historically, overnight markets have demonstrated a tendency to outperform daytime trading sessions. This is called the “Night Effect.” NightShares’ ETFs help investors capture value from the Night Effect in US large cap and small cap equity.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, talks to Bruce Lavine, Founder and CEO of NightShares, about night trading sessions and their place as a unique option in an investment portfolio.

Douglas and Bruce discuss: 

  • Interesting findings from NightShares’ research about day and night trading
  • How investing in night sessions can provide equal or greater investment opportunities compared to day sessions
  • Who is the target audience for NightShares’ ETFs — NSPY and NIWM
  • What’s next for NightShares

Resources

Connect with Douglas Yones

Connect with Bruce Lavine

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The Inside ETFs Podcast: Dr. Joel Shulman on The Entrepreneur Factor In ETF Investing

The Inside ETFs Podcast: Dr. Joel Shulman on The Entrepreneur Factor In ETF Investing

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ERShares has been running a range of award-winning investment solutions across SMAs, mutual funds, and ETFs. Its founder Dr. Joel Shulman has contributed to the formation of a proprietary investment model and the Entrepreneur Factor®.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, speaks with Dr. Joel Shulman, Founder, CEO and CIO of ERShares, on ETF investment options for the modern investor.

Douglas and Joel discuss: 

  • Joel’s journey from entering the financial industry to launching two new ETFs
  • The significance of the Entrepreneurial Factor®
  • How ERShares’ ETFs differ from other investment solutions
  • Opportunities within the current investment market (especially in light of high inflation)

Resources

Connect with Douglas Yones

Connect with Joel Shulman

 

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The Inside ETFs Podcast: Expanding ETF Opportunities with Brian Kelleher

The Inside ETFs Podcast: Expanding ETF Opportunities with Brian Kelleher

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Though Simplify may be a young company, its leadership team brings decades of ETF experience and investment expertise through an advisor-focused platform. Simplify’s mission is clear: Build innovative portfolio building blocks, designed to directly solve today’s most pressing portfolio challenges. 

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Brian Kelleher, Chief Revenue Officer at Simplify Asset Management, to discuss Simplify’s ETF lineup, as well as the support and education available to advisors via their Advisor Hub platform.

Douglas and Brian discuss: 

  • The origins of Simplify
  • The challenges faced by advisors in 2022
  • A new way to focus on the building blocks of a portfolio
  • The biggest opportunities within the current ETF market

Resources

Connect with Douglas Yones

Connect with Brian Kelleher

 

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The Inside ETFs Podcast: ETFs for Inflation with Nick Cherney, John Kerschner, Greg Kuhl, and Tim Gerrard

The Inside ETFs Podcast: ETFs for Inflation with Nick Cherney, John Kerschner, Greg Kuhl, and Tim Gerrard

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Janus Henderson is a global asset manager with over 360 billion in assets under management. Today’s round table discussion with the team from Janus Henderson touches on different areas of the ETF market and how they have been impacted by recent inflation.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by the leadership team of Janus Henderson: Nick Cherney, Head of Exchange Traded Products; John Kerschner, Portfolio Manager for JAAA CLO ETF; Greg Kuhl, Portfolio Manager for JRE US Real Estate ETF; and Tim Gerrard, Portfolio Manager for the Net Zero Transition Resources ETF JZRO.

Douglas, Nick, John, Greg, and Tim discuss: 

  • What should financial advisors focus on right now
  • How to think about the role of bonds in an inflationary environment
  • How adding real estate investments can benefit portfolios during inflationary markets
  • The impact of inflation on net zero transition resource companies

Resources

Connect with Douglas Yones

Connect with the Leadership Team of Janus Henderson

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The Inside ETFs Podcast: A Global ETF perspective with DWS Group’s Arne Noack

The Inside ETFs Podcast: A Global ETF perspective with DWS Group’s Arne Noack

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As advisors and investors continue to seek global investment opportunities, the DWS lineup of ETFs can help to reduce volatility from currency fluctuations.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Arne Noack, Head of Systematic Investment Solutions, Americas at DWS Group. Listen in as they discuss today’s market volatility, how to find opportunities for long term portfolios, and how ETFs can offer currency diversification alongside global investment capability. 

Douglas and Arne discuss: 

  • The evolution of DWS’s ETF line-up and its unique value proposition.
  • Many of the biggest challenges for advisors in today’s markets.
  • How international investments and foreign currency fluctuation can impact the risk of a portfolio.
  • Current opportunities that advisors can seize today.

Resources

Connect with Douglas Yones

Connect with Arne Noack

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

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

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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



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

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

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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

 

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