Thematic Investing in 2024: Navigating the Future with Passive Strategies 🌱 In the latest episode of the "ABCD of ETFs" series, Siddharth Srivastava, Head of ETF Products at Mirae Asset Mutual Fund (India), and Ashish Menon, Senior Analyst at Value Research, dive into the world of thematic investing through passive strategies. They explore how investors can harness themes like AI, fintech, and EVs while managing the cyclical nature of markets. Find out how to position your portfolio for the long term and who should consider this strategy. Watch the full episode here: youtu.be/2RB8-0ekgbc #ThematicInvesting #ETFs #MiraeAsset #ValueResearch #InvestingStrategies #EmergingThemes #PortfolioManagement

🚀 Exciting News! My latest article, "Passive vs. Active ETFs: Thoughts from an ETF Industry Veteran," is now live on ETF Central. 📈 Delve into the crucial distinctions between Passive and Active ETFs and learn how understanding these can significantly impact your investment outcomes. Whether you're a seasoned investor or new to ETFs, this article offers valuable insights to optimize your investment strategy aligning with your financial goals. 🔗 Read the full article here to uncover why choosing the right ETF could be the key to achieving your investment objectives. Don't miss out on understanding the dynamic roles these tools play in the financial landscape! #ETFs #Investing #CapitalMarkets #ETFCapitalMarketsAdvisorsLLC #MarketInsights #GlobalInvesting https://lnkd.in/eQN4Fy56

Covered call ETFs distribute "return of capital"... is that a good thing? 4 real world examples in tomorrow's blog. "Return of capital" helps smooth distributions and defer tax... but it can be confusing. So, I illustrate 4 different "return of capital" scenarios... ...from a real-life ETF, the Global X S&P 500 Covered Call ETF (XYLD) If "return of capital" is a little fuzzy, this blog should clear it up blog.taxalphainsider.com for taxable wealth infographics and strategy

In a captivating discussion, Vice President of ETF Distribution Peter Tomiuk, Vice President and Head of ETFs Alan Green, and special guest Alex Perel, Director and Head of ETF Services at Scotiabank, dove into the intricacies of the ETF market. Key topics covered include the vital role market makers play in ensuring liquidity and fair pricing for ETF investors, the impact of advanced technology on trading efficiency and execution, and strategies for optimizing your ETF investments to achieve your financial goals. Don't miss this insight-packed conversation on the evolving ETF landscape! Listen now. #DynamicFunds #InvestwithAdvice

In a captivating discussion, Vice President of ETF Distribution Peter Tomiuk, Vice President and Head of ETFs Alan Green, and special guest Alex Perel, Director and Head of ETF Services at Scotiabank, dove into the intricacies of the ETF market. Key topics covered include the vital role market makers play in ensuring liquidity and fair pricing for ETF investors, the impact of advanced technology on trading efficiency and execution, and strategies for optimizing your ETF investments to achieve your financial goals. Don't miss this insight-packed conversation on the evolving ETF landscape! Listen now. #DynamicFunds #InvestwithAdvice

Great insights from my colleague Ali Mohsenian on the evolving ETF landscape, check out his white paper that looks at how and why asset managers are focusing on this increasingly popular investment vehicle and some of the key operating model considerations.

In the world of investing, there are many products and tools advisers can use to support the financial goals of their clients. Exchange-traded funds (ETFs) are one of those investment tools. So, what is an ETF? An ETF allows you to gain exposure to a wide range of assets without having to pick individual securities. With an ETF, you don't own the underlying investments; you own units in the ETF, and the ETF provider owns the shares or assets. While ETFs are cost-effective and flexible and can help with diversification, they are just one of many tools that could play a role in a well-balanced portfolio. We help you navigate your financial goals, timeframe, and appetite for risk to build an investment portfolio that meets your needs. Learn more about how we can work with you today 🔗 https://bit.ly/3BeNZlv #financialfoundationsaustralia #financialplanning #retirementplanning #wealthbuilding

🚀 In today's dynamic financial landscape, it's crucial to adopt strategic investment approaches that align with your long-term goals. Discover how ETF savings plans can empower you to build wealth steadily while mitigating risks. Let's navigate on wealth growth with ETF savings plans! 🚀 Writen by Luiza Castro Rey #WealthManagement #FinancialPlanning #ETFInvesting #SavingsPlans

In a captivating discussion, Vice President of ETF Distribution Peter Tomiuk, Vice President and Head of ETFs Alan Green, and special guest Alex Perel, Director and Head of ETF Services at Scotiabank, dove into the intricacies of the ETF market. Key topics covered include the vital role market makers play in ensuring liquidity and fair pricing for ETF investors, the impact of advanced technology on trading efficiency and execution, and strategies for optimizing your ETF investments to achieve your financial goals. Don't miss this insight-packed conversation on the evolving ETF landscape! Listen now. #DynamicFunds #InvestwithAdvice

In a captivating discussion, Vice President of ETF Distribution Peter Tomiuk, Vice President and Head of ETFs Alan Green, and special guest Alex Perel, Director and Head of ETF Services at Scotiabank, dove into the intricacies of the ETF market. Key topics covered include the vital role market makers play in ensuring liquidity and fair pricing for ETF investors, the impact of advanced technology on trading efficiency and execution, and strategies for optimizing your ETF investments to achieve your financial goals. Don't miss this insight-packed conversation on the evolving ETF landscape! Listen now. #DynamicFunds #InvestwithAdvice