Following a rout in March and then a well-publicized rally in credit markets, combined with unprecedented inflows into fixed income ETFs, this seems like a good opportunity to evaluate the…
Elya SchwartzmanSeptember 10, 2020
By Elya Schwartzman, ES Investment Consulting LLC Now that we have experienced three or four different risk regimes in 2020 (see chart below), as well as received detailed data from…
Elya SchwartzmanJune 29, 2020
For the first time since announcing its plans to buy ETFs on March 23, The Federal Reserve released detailed ETF holdings and transaction data this past Thursday. While they report…
Elya SchwartzmanJune 18, 2020
While any new issuers already have to comply with the new SEC Rule 6c-11 (the ETF Rule), issuers with exemptive relief still have until December 23rd, 2020 to become fully…
Scott McKennaMay 22, 2020
With so many ETF products on the market, it can often be a hassle to find the right ETFs for your client's portfolios. When we announced the rollout of our…
Scott McKennaMay 18, 2020
The new SEC rule 6c-11 (also known as the ETF Rule) has been passed for a few months now, and ETF issuers only have a few months remaining to make…
Scott McKennaApril 30, 2020
When we experience unprecedented times like we have the past few months, it's more important now than ever to make sure your client's portfolios are aligned with their risk tolerance…
Scott McKennaApril 14, 2020
As our markets continue to evolve in the wake of recent unprecedented volatility, a need emerges for new ways to navigate portfolio risk. That is why we are excited to…
Scott McKennaApril 8, 2020
Dear Clients and Weekly Email Subscribers: Today we find ourselves in the middle of a pandemic, an unprecedented event in recent modern history. Our daily lives have been upended for…
Scott McKennaMarch 18, 2020
