Post-Crash Investing Practices Maintain Favor in Rebound
by Carly Schulaka
FPA's fourth annual Trends in Investing study of 407 financial advisers fielded in February 2011 gauged the investment vehicles used by advisers. The latest findings confirm that advisers are maintaining their post-2008 market crash investing philosophy of seeking not just the best returns but the best risk-adjusted returns with a continued emphasis on stability, diversification, and alternatives to long-only strategies.
ETF Trends: Actively Managed Funds Gaining Ground
by Amy E. Buttell
Although the actively managed ETF will not spell the decline of the mutual fund anytime soon, actively managed ETFs represent an intriguing option for financial planners looking to keep expenses down, improve tax efficiency, trade intra-day, and operate with more transparency.
What You Need to Know About Active ETFs
by Shishir Nigam
There's a new kid on the block. That's "new" relative to incumbents that have been around for ages in the investment world and are well understood.
Understanding Flaws in ETF Data
by Matt Hougan
If you are going to play in the ETF sandbox, you have to take the time to dig into the data. And because some ETF data is misleading, you'll do best if you approach it carefully.
How to Evaluate Non-Traded REITs
by Timothy J. Seneff
For some financial advisers, it may no longer be a question of whether to include non-traded REITs in a portfolio, but which ones will best serve an investor's objectives.
Trends in Investing: Past, Present, and Anticipated Use of Various Investment Vehicles Among Professional Financial Advisers (FPA member login required)
White paper developed by the FPA Research Center, June 2011