Tag Archives: Technology

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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 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