ETF Oasis iMGP Studio
For wealth professionals, the item is framed around how a managed-futures ETF strategy is discussed relative to 60/40 portfolios and asset allocation, along with the growth story of DBMF.
Active ETFs, share classes, buffers, model portfolios and the flows behind them. Selected by our editors.
30 videos and podcasts · new this week: 16
For wealth professionals, the item is framed around how a managed-futures ETF strategy is discussed relative to 60/40 portfolios and asset allocation, along with the growth story of DBMF.
A wealth professional may spend time on it for a plain explanation of buffer ETF mechanics and the trade-offs the material says investors should understand.
For advisors weighing active and passive ETF exposures, the discussion offers a manager’s view on portfolio construction, manager selection and tax efficiency. It also gives context on how one asset manager describes its advisor-facing consulting and service model.
For advisors using bond index funds or comparing them with other fixed-income approaches, the episode is framed around index changes and cost considerations.
Advisors weighing active ETFs can hear a manager's view of the ETF wrapper and how index concentration shapes diversification discussions. The conversation also outlines the approach behind one active ETF, DUSA.
It is a manager-produced explainer on how a single high-profile AI listing could intersect with a China equity ETF that tracks the STAR 50 Index. Useful for advisors who field client questions about China AI exposure and want to see how the issuer itself frames the linkage, including the stated caveat that KSTR does not currently hold DeepSeek.
Wealth professionals get an issuer-side view of ETF launch conditions and the structural features discussed in the conversation.
For advisors evaluating factor-based ETF strategies, the conversation offers a manager's account of how human research informs a value fund and how the firm frames client fit.
It is a manager's own walkthrough of a newly introduced ETF structure that pairs equity exposure with a trend-following overlay and rebalances monthly, which is the kind of packaging advisors encounter when comparing single-ticker diversified products.
New manager videos, podcasts and our own etfs stories on My Desk and in your morning edition.
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