Exploring Defined Outcome ETFs

Exploring Defined Outcome ETFs Structured products in an ETF wrapper – a recipe for disaster? November 2020. Reading Time: 10 Minutes. Author: Ben McMillan & Nicolas Rabener. This research note was a joint effort of IDX Insights &...

Tactical ETFs: Tactfully No, Thank You?

Tactical ETFs: Tactfully No, Thank You? “Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat.” – Sun Tzu May 2020. Reading Time: 10 Minutes. Author: Nicolas Rabener. This research note was...

Smart Beta Fixed Income ETFs

Smart Beta Fixed Income ETFs Better than their Benchmarks? April 2020. Reading Time: 10 Minutes. Author: Nicolas Rabener. SUMMARYFactor investing in fixed income has been heralded as the next frontier in asset managementSmart beta fixed income ETFs in the US manage...

Factor Scoring Smart Beta ETFs

Factor Scoring Smart Beta ETFs Measuring the Value-for-Money Proposition of ETFs January 2020. Reading Time: 10 Minutes. Author: Nicolas Rabener. SUMMARY The difference between the cheapest and most expensive smart beta ETF in the US is 59 bps on average Some smart...

How to Evaluate Smart Beta ETFs

How to Evaluate Smart Beta ETFs Measuring the Factor Bang for the Buck December 2019. Reading Time: 10 Minutes. Author: Nicolas Rabener. This research note was originally published by the CAIA Association’s AllAboutAlpha blog. Here is the link. SUMMARY Smart beta ETFs...