Tag Archives: Portfolio

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

 


The Inside ETFs Podcast: Agriculture Investing with Teucrium’s Sal Gilbertie



Given the backdrop of market volatility and geopolitical uncertainty, agriculture and energy commodities have moved to center stage as investors remain focused on inflationary pressure alongside price volatility.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Sal Gilbertie, Chief Executive Officer and founder of Teucrium. Sal discusses the agricultural side of ETF investments, sharing how and why he decided to build an ETF franchise focused on the opportunities in commodities.

Douglas and Sal discuss:

  • The ETF commodities market
  • How the commodities market has changed over time and the impact that change has had on investment access, cost and trading
  • The case for considering agriculture products within a portfolio
  • The difference between the spot versus future markets and investor considerations when building a portfolio

Resources

Connect with Douglas Yones

Connect with Sal Gilbertie


Inside ETFs

ETF Evolution Through the Pandemic with PIMCO’s David Braun



Throughout the substantial COVID-19 recession, and the equally aggressive bounceback, advisors have been forced to address market volatility and ensure prudent handling of clients’ portfolios. 

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by David Braun, Head of US Financial Institutions Portfolio Management and senior member of the portfolio management team at PIMCO. David shares how PIMCO provides information to investors and advisors, revealing how the market has evolved and the recession we experienced during COVID-19.

Douglas and David discuss: 

  • How PIMCO outperforms their benchmarks
  • How PIMCO benefits financial advisors through their ETF expertise
  • The impact of recent market volatility on ETFs and other diversified portfolios
  • What lessons can be learned from past recessions
  • The long-term impacts of core inflation on investors

Resources

Connect with Douglas Yones

Connect with David Braun


The Future Of Finance and ETFs with Grayscale’s David LaValle



Over the past several decades, technology has become increasingly present in all aspects of life. Investments and finance will be no different as technology continues to integrate our lives more each year.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by David LaValle, the global head of ETFs at Grayscale Investments. David shares his knowledge of ETFs, starting from his first experience trading ETFs on the Floor of the Exchange, to his current role building ETFs for Grayscale Investments. He reveals why Grayscale, the world’s largest asset manager of digital assets, entered the ETF market, how technology and finance are becoming intertwined, and what the future of investments holds for advisors and their clients.

Douglas and David discuss: 

  • What drives to many investors into the world of ETFs
  • How advisors should choose ETFs for their clients
  • What the future holds for investors and advisors
  • Why Grayscale entered the ETF market
  • The integration of technology and finance for the future of investments

Resources

Connect with Douglas Yones

Connect with David LaValle

 


The Inside ETFs Podcast: The Impact of the Pandemic on ETFs with Michael Arone



2021 was a year to be attentive to market trends for many ETF investors. But what have investors learned as we approach 2022? Will trends change in the new year?

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Michael Arone, Chief Investment Strategist and Managing Director at State Street Global Advisors. Michael reveals how the pandemic has impacted the way investors and advisors are building their portfolios, and shares his opinions on enhancing your portfolio as new variants emerge. He shares his personal preferences for ETFs and inflation beneficiaries, discussing both positive and negative aspects of the investments.

Michael discusses: 

  • His recommendations for asset allocation as the new year approaches
  • Lessons learned about ETF investing throughout the pandemic
  • Strategies advisors can utilize with their clients after a year of volatility
  • The truth about inflation beneficiaries
  • How investors should be approaching international markets in 2022

Resources: WealthManagement.com | Douglas Yones, ChFC® | State Street Global Advisors | Michael Arone


The World Of ETFs – The ETF Evolution From Broad Beta to Broad Scale Adoption with John Feyerer



In the early days of ETFs, investors focused solely on the headline indices, and some believed ETFs could be a fleeting trend. Today, you can barely open a newspaper without reading something about the growth and benefits of ETFs.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by John G. Feyerer III, CFA, Head, Innovation & Commercialization at Invesco. John shares his experience with ETFs and the growth his company predicted for the asset class back in 2007. John discusses how ETFs have been adopted by investors, the approach Invesco focuses on when advising clients and what they are looking towards in 2022.

John discusses: 

  • How ETFs have evolved beyond the S&P 500
  • Smart Beta: what it means and how it has become an accepted strategy
  • How advisors are utilizing RSP/RSPE in investment portfolios
  • What ESG solutions provided by Invesco in the form of ETFs
  • What Invesco is doing in the crypto and digital asset space

Resources: WealthManagement.com | Douglas Yones, ChFC® | John G. Feyerer | Invesco

 


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