Welcome to the inaugural issue of Wealth Manager’s ETF Expert, our new e-newsletter. ETF Expert’s subscribers will receive data, reports, strategies and analysis written with wealth managers and their clients in mind. ETFs have become popular for very good reasons: their low expenses, tax advantages, ease in trading and rebalancing, and transparency. Now they seem to have gone mainstream, with enough selection, assets and track record to be a part of the norm in portfolios instead of an alternative.
Each month ETF Expert subscribers will receive:
Reports: Profiles of ETF strategies wealth managers are using in client’s portfolios. Many wealth managers have incorporated ETF strategies into their practices. Hear what’s working in their clients’ portfolios and see if these strategies will work for some of your own clients
Data: Wealth Manager’s exclusive graphs of Select Sector SPDR ETFs flow and volume data showing weekly flows into and out of market sectors, from hedge funds, pension funds, money managers and advisors. These flows indicate investor sentiment expressed as volume and asset flows into and out of nine Select Sector SPDR ETFs that together equal the S&P 500.
Analysis: ETF investment strategies and snapshots produced in cooperation with Standard & Poor’s. Each month S&P will explore a specific type of ETF strategy and how wealth managers could use it in clients’ portfolios.
As always this e-newsletter is intended to serve our readers and we want to know what you think. Please email me at [email protected] with your comments and suggestions for what you’d like Wealth Manager to cover in this space.