Tag: mutual funds

SPDR’s Matt Bartolini on “Mini-SPY”, SDY, & Active Mutual Funds

Matt Bartolini, Head of SPDR Americas Research, explains State Street’s move to offer a second S&P 500 ETF.  Matt also discusses the recent uproar surrounding the SPDR S&P Dividend ETF and the challenges facing active mutual funds.

Does Active Share Matter in Fund Selection?

The New York Attorney General recently announced 13 mutual fund companies agreed to report active share to retail investors.  Nate & Jason discuss potential implications and highlight new research on this metric’s usefulness to investors.  ETF.com’s Dave Nadig offers key takeaways from Greenwich Associates’ latest ETF survey of institutional investors.  Larry Medin, Founder & CEO of Brandometry spotlights the […]

iShares’ Daniel Prince on ETF Tax Efficiency

Daniel Prince, Head of iShares U.S. Wealth Advisory Product Consulting, discusses the tax efficiency of ETFs and why tax costs shouldn’t be overlooked in investing.

iShares’ Daniel Prince on ETF Tax Efficiency

Daniel Prince, Head of iShares U.S. Wealth Advisory Product Consulting, discusses the tax efficiency of ETFs and why tax costs shouldn’t be overlooked in investing.  Nate & Conor also provide insight into the potential tax savings ETFs can provide and explain why actively managed mutual funds are at a disadvantage.

Why Are Investors Still Paying High Mutual Fund Fees?

Despite high fees and underperformance, investors still have more than $10 trillion placed in active mutual funds.  Nate & Jason explain the reasons why and highlight an example of why switching to lower cost funds may not be as easy as you think.  Maxwell Gold, Director of Investment Strategy at ETF Securities, discusses the current […]

ETFs vs Mutual Funds: Why Tax Efficiency Matters

The impact of taxes on investment returns is often overlooked.  Nate & Conor explain key differences in the tax efficiency of ETFs versus mutual funds.  Ethan Powell, Founder & President of Impact Shares, highlights the first ever non-profit ETF platform and offers his perspective on the current ESG ETF landscape.

WSJ vs. Morningstar: The Issue with Star Rankings

A recent Wall Street Journal article, “The Morningstar Mirage” questioned the usefulness of Morningstar’s popular star rating system for mutual funds.  Nate & Conor go in-depth on this topic, explaining why a lack of consistency in mutual fund manager performance is at the heart of the issue.  Steven Schoenfeld, Founder & Chief Investment Officer of […]

The Tax Efficiency of ETFs and Why it Matters

One surefire way to improve your investment returns in a taxable account is to minimize the impact of capital gain distributions.  We examine the tax efficiency of ETFs compared to mutual funds and explain how a shift away from actively managed mutual funds is exacerbating an often overlooked problem.  Chuck Self, Chief Investment Officer at iSectors, […]

Does Your Fund Manager Have “Skin in the Game”?

A surprising number of mutual fund managers do not invest a single dollar in the funds they manage.  Nate & Jason explain how this lack of “skin in the game” can impact performance.  Also, Northern Trust’s Marie Dzanis offers her perspective on “smart beta” and spotlights two recently launched FlexShares ETFs tilted towards companies scoring high in environmental, social, […]

ETF Basics: What You Need to Know

ETFs have been called the next generation mutual funds.  What are ETFs, how exactly do they compare to mutual funds, and how do you select the right ones for your portfolio?  Nate, Conor, & Jason explain the basics and offer some helpful tips.