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China A Shares weight increases to 15% in MSCI Indexes
MSCI announced today that they have increased the inclusion factor of all China A Large Cap shares from 10% to 15% in the MSCI Indexes notably MSCI Emerging Markets Index and MSCI ACWI Index, coinciding with the recent Quarterly Index Review, effective August 28, 2019. MSCI’s previously announced decision to increase the weight of China A shares in the MSCI Indexes using a 3-step inclusion process beginning with the... -
Will U.S. Investors Need to Navigate Negative Interest Rates?
A recent article from Bloomberg highlights the challenges that negative interest rates are having on German savers and bankers alike (see Bloomberg). While historically unprecedented, the negative rate phenomenon has become a global commonality, with $15 trillion of global debt carry negative yields. In Switzerland, government bonds across the entire maturity spectrum and there are 18 countries currently with negative bond yields. Savers apparently still view government bonds as... -
Turnkey Asset Management Platforms (TAMPs) Help Advisors With Outsourced Investment Management
Many consumers believe that an advisor’s job is to pick investments and manage portfolios. A recent article by Morey Stettner highlights that outsourcing trends indicate that more advisors are outsourcing their investment management so they can spend more time providing their clients with a broader scope of services, including retirement, taxes, insurance, household finances and life events such as divorce or charitable giving strategies. TAMPs, or turnkey asset management... -
ETF Model Solutions’ Robert Riedl Named to Investopedia’s Top 100 Advisor’s list for 2019
Robert Riedl, CPA, CFP, AWMA, Chief Financial Officer of ETF Model Solutions, LLC and President/Director of Wealth Management for Endowment Wealth Management, Inc., has been named to the Investopedia Top 100 list of the most influential advisors for 2019. This is the 3rd year of the awards, which recognizes financial advisors who use their media platforms to promote and amplify financial education and improve the practice of financial planning... -
ETF use increasing among insurance companies
A recent Greenwich Associates/Invesco study showed 70% of U.S. insurance companies now use ETFs. The primary reasons for using ETFs were better access to cash/liquidity management, to gain or maintain specific exposures and low cost. ETF holdings are still a small portion of insurance company portfolios. The main reason for increased adoption is the result of a 2017 systematic value accounting ruling by National Association of Insurance Commissioners. The... -
Forty five percent of advisors could benefit from embracing model portfolios
Only 12% of advisors currently outsource their investment decisions. A Cerulli study suggests that 150,000 advisors, or 45% should be implementing models in their practices. Link to read more. -
Financial advisors scaling business through model portfolios
A recent study by Broadridge Financial Solutions indicated that that 85% of financial advisers currently use model portfolios and that over half of advised assets (54%) are in model portfolios. More advisers are using model portfolios to become more efficient as the advisory business becomes more complex. Advisors credit the following reasons for using investment models in their practice: Business scalability leveraging investment management experts focusing efforts on client... -
80% of the stock market is now on autopilot
Passive investments control about 80% of the equity assets while quantitative funds (trend following models) account for 20% of market share. Passive Funds have attracted $39 billion in inflows during first half of 2019, while active funds have lost $90 billion. (link to article: https://tinyurl.com/y62es57r) -
ETF Model Solutions CIO Prateek Mehrotra Named to Investopedia Top 100 Advisors List for 2018
ETF Model Solutions CIO Prateek Mehrotra Named to Investopedia Top 100 Advisors List for 2018 Appleton, WI – June 8, 2018- Prateek Mehrotra, MBA, CFA®, CAIA®, Chief Investment Officer of Endowment Wealth Management, Inc. and ETF Model Solutions, LLC has been named to the Investopedia Top 100 Financial Advisors list for 2018 The Investopedia 100 list celebrates financial advisors who have contributed significantly to conversations about financial literacy, investing... -
The Next Markets for ETF Disruption? Hedge Funds, Private Equity and SMAs
Hedge funds and private equity are two large markets with huge fees and lockup periods that are ripe for disruption by ETFs, says Matt Hougan of ETFs.com at their annual Inside ETFs conference. Such markets will continue to drive growth in assets in ETFs, which currently account for only $5 trillion of the $150 trillion in global assets. Despite their growth, trading in ETFs is falling, suggesting that ETFs...
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