Week In Review – 22 Nov 2019

We’re excited to introduce our Week In Review that will keep you current on our developments at Portformer and within the industry.

Webinar: Creating Better ETF Portfolios: Finding the Competitive Edge

We wanted to thank those that attended this week’s webinar, for those that missed it, or would like a replay.  Here is the link to the video of our webinar:

Sean shared thoughts around a rising perspective for portfolio construction and the key takeaways:

• Building a portfolio is a like a chef preparing a meal with a recipe and a selection of ingredients

• Portformer™ creates head to head comparisons of funds generating a replacement score considering the 4 C’s: Consistency, Completion, Concision and Confidence

• Looking at a simple 60/40 portfolio strategy, it was presented how straightforward it is to look beyond traditional style boxes and create a strategy of similar return characteristics with lower expenses, reduced risk and increased availability of capital. Gains in drawdown programs were noted.

• The presented research highlighted the Portformer ETF Influencer portfolio using mutual fund/ETF data, network analysis and advanced statistical techniques. The portfolio was the result of reviewing the entire data universe and identifying the best opportunities for increased return and improved diversification.

• The resulting selection of Portformer ETFs presented is a better approach and what we consider as the core building blocks for portfolio construction.

Popular Posts:

Here are the posts most read for this week on Portformer.com:

• FinTech Sandbox Demo Day
• Press Release: Astrocyte Research Launches Portformer Competitor Intelligence
• Practice Management: Is your investment process efficient
• Case Study: Moving beyond the fund screener

What we’re Reading:

Here is a snapshot of the most pertinent articles read by our team for this week:

• Vanguard vs Dimensional: Who has delivered higher returns? (EvidenceInvestor.com) The debate between Vanguard and DFA rages on and it’s great to gain an advisor’s perspective.
• Thirteen True Differentiators for Financial Advisors (WealthMangement.com) Comprehensive list of key areas where advisors can focus on their differentiation.
• How advances in fintech are helping financial advisors (CNBC) Great summary of how financial technology is helping the advisor to become more efficient.
• Vanguard’s personal advisor services: anything but personal (EvidenceInvestor.com) An industry-renowned advisor provides a balanced assessment of the Vanguard hybrid robo experience and that human touch is important.
• Kitces To Advisors: Differentiate Yourself Or Die (FA) Kitces authors an impressive piece on how the advisor landscape is changing and what the advisor can do to differentiate and specialize their practice.
• Schwab, TD Ameritrade Deal Would Reshape RIA Landscape (WealthMangement.com) One of the key news events for wealth management in 2019 and major impact to the industry and the small, emerging advisory firm.

As always, we’re ready to help with any questions or ideas on Portformer™ and your investment/research, technology and business planning needs.

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