Mon. Oct 18th, 2021


By Kostya Etus, CFA, co-director of research and senior portfolio manager

Did you know that we regularly post articles on ETFTrends.com? These are the five most read blogs published by our team in 2019. Looking at them provides an idea of ​​our thinking over the last year.

Num. 5 ETF Trends: CLS Investments ETF Dashboard

by Rusty Vanneman, CFA, CMT, Orion Investment Director

  • How has the ETF industry evolved over the last year? Rusty divided it into several categories, including management style (assets vs. liabilities) and region (national vs. international) to identify developing trends. Understanding these trends can help position portfolios and clarify investor sentiment.

Num. 4 Thematic ETFs: the current stage in the evolution of ETFs

by Kostya Etus, CFA, co-director of research and senior portfolio manager

  • This piece provides a review of the chronology of how ETFs have evolved and highlights the industry changes that have driven growth. In the current saturated ETF landscape, issuers have come up with an innovative idea: themed ETFs. We’ve reviewed the main topics currently on the market, along with some ideas on how to play them.

Num. 3 The little things still matter in ETF investing

by Grant Engelbart, CFA, CAIA, director of research and senior portfolio manager

  • Often, the expense ratio is the main consideration when choosing ETFs. But Grant believes these are the little things that still matter when it comes to ETF selection and the growth of an ETF’s assets. Some of the aspects explored include commissions, availability, securities lending and portfolio management.

Num. 2 Defense wins championships

by Kostya Etus, CFA, co-director of research and senior portfolio manager

  • There are many variables that investors can control when investing: cost, time, risk, and so on. Unfortunately, we tend to focus more on the one thing we can’t control: yields. This article shows that while a non-diversified portfolio may have higher average returns, a diversified portfolio tends to have higher cumulative returns and a significantly lower risk.

Num. 1 The snack you know: investment bias in the country of origin

by Jackson Lee, CFA, quantitative portfolio manager

  • Humans tend to choose the product they know and are often willing to pay a premium for it. This irrational behavior can also be seen in investment. Investors like to keep up with the stocks they know, which is often a bias of the country of origin. We believe that avoiding this bias is prudent for long-term investors, as it can help generate more risk-adjusted returns.

BONUS – the three best CLS blocks:

Num. 3 How to perfectly and ruthlessly ruin your investment portfolio

by Jeovany Zelaya, Client Portfolio Manager

  • An anecdotal guide on how to end up with as little money as possible in terms of your investment portfolio and, by the way, end up hating you. A great way to find out the things you don’t need to do in investing and learn some general life lessons.

Num. 2 Is a Recession Really So Bad?

by Kostya Etus, CFA, co-director of research and senior portfolio manager

  • The prospects of a recession remain a hot topic. We looked closely at some of the key economic indicators to find out how close we can be to a recession. In addition, we have evaluated the always important question: if a recession occurs, what can it mean for the markets?

Num. 1 Truth about liquid alternatives

by Shana Sissel, due diligence investment director and senior portfolio manager

  • This paper compares structured liquid alternatives as a 40 Act fund to the hedge funds that inspired them. There are some detailed limitations to the fund structure, but the overall advantages of using alternatives remain. We believe that this makes alternative funds a source of market risk diversification and alpha generation.



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