Investment Executive’s ETF Roundup

November 08, 2018
ETF Roundup
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Welcome

Investment Executive is pleased to present the monthly ETF Newsletter, which includes portfolio construction insights, product news and ETF trends. This edition introduces our new Inside Track columnist, Mary Hagerman of Desjardins Securities.

Inside Track

Mary Hagerman
Making the paradigm shift to ETFs
One advisor shares her journey on making the switch to a fee-based practice focused on providing client portfolios of ETFs

Products
Found a trend? There’s an ETF for that
ETFs lend themselves to a specialized focus on new investing ideas. Many providers are rising to the challenge

Products
National Bank Investments to launch four ETFs
The new mandates are actively managed preferred shares, Canadian family index, global real assets and liquid alternatives

Products
ETF industry weathers October’s market storms
Canadian ETFs had total net inflows of $1.1 billion in the month as a result of investors’ move toward U.S. and international equity ETFs

News
Active bond ETFs outpace passive funds
These ETFs are more likely to outperform, as they can deviate from their benchmarks and exploit market inefficiencies

Special Reports
How ETF investors are unique — and why it matters to advisors
Find out what research presented at the ETF Summit reveals

Special Reports
Offering advisor alpha to clients
If you’ve shifted to passive investing, here are ideas to create advisory value for clients

Special Reports
How ETFs fit into a hybrid advice model
Experts describe how they use the funds

Products
Horizons unveils technology-focused ETF
New fund provides exposure to transformative technologies

Products
Questrade introduces Questwealth Portfolios
The portfolios will replace Portfolio IQ robo-advisor accounts

Products
Invesco proposes change to low volatility index ETF
Unitholders to vote on change to investment objective

Products
CSA reminds investors to look out for ETF Facts
Distribution of disclosure documents for ETFs begins in December

In Depth

Magazines
ETF Guide 2018
Take advantage of the expanding ETF universe to help clients reach their goals


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