Evaluating ETFs with Joanne M. Hill, PhD, Elisabeth Kashner, CFA, and Dave Nadig
For advisors who use or select ETFs, the episode focuses on a structured due diligence approach and on evaluation issues that arise as ETF products become more specialized. It frames ETF selection around matching products to investment objectives and time horizons rather than performance chasing.
Summary
By the etfs deskThis episode of the Financial Thought Exchange Podcast features Joanne M. Hill, Elisabeth Kashner and Dave Nadig discussing Evaluating ETFs, the second module in the CFA Institute Research Foundation's ETFs Evolving series. They outline a due diligence framework of Efficiency, Tradability and Fit, and discuss common evaluation mistakes, the changing ETF landscape, investor personas, performance chasing and specialized products. The conversation also covers liquidity, pricing, tracking differences, concentration risk, fixed-income ETF valuation and matching ETF choices to objectives and time horizons.
- The guests present a due diligence framework of Efficiency, Tradability and Fit.
- They say fit is often the most important consideration for investors.
- The discussion covers common due diligence mistakes and performance chasing.
- It also addresses liquidity, pricing, tracking differences, concentration risk and fixed-income ETF valuation.
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