ETFs in "Action"

Weekly Webinar Series

Upcoming Webinars

 

 
Topic: Key ETF Themes For 2021 
 

 

Description: Join ETF Action’s Director of Content Lara Crigger and special guest Dave Nadig, CIO and Director of Research for ETF Trends, for a wide-ranging discussion on the key themes that will define ETF markets in 2021, including:

  • Macroeconomic views for the coming year
  • How will the SEC’s new chairman could influence ETF regulations
  • Which investment themes and strategies are likely to benefit from the new administration

They’ll also take audience questions live, as well as highlight data in real-time using the ETF Action research platform.

Who:

 

 

Lara Crigger, ETF Action

Director of Content

Dave Nadig, ETF Trends

CIO & Director of Research

 

 

When: Wednesday, January 20th, 2021 @ 12:00pm ET

 

  Register and Learn More Here  

Recent Webinars

A Fireside Chat with ETF Action

1.13.2021


Get to know the ETF Action team in this relaxed, 30-minute conversation with CEO Mike Akins and newly minted Director of Content Lara Crigger. Learn more about what ETF Action is and how the platform works, and get an exclusive sneak peek at what we have in store for 2021!

ETFs in "Action" Webinar Series: Episode 5 - Country & Region Investing

12.10.2020


With rising valuation ratios across U.S. equities in 2020, relative opportunities may be presenting themselves going into 2021. In this episode of ETFs in “Action” Mike & Alex will look into the world of region and country investing outside of the United States.

• Navigate: What is the process of identifying country & region ETFs to match your investment thesis?

• Research: How can you use regions and countries to identify investment trends?

• Compare: What should investors focus on when evaluating key drivers of returns?

• Build: Why would investors want to add country and region ETFs to their model portfolios and what are key considerations in selecting the right strategies? What are best practices?

• Explore: What are the companies best aligned with specific countries and how can ETFs be used to quickly identify them?

As always, all analysis will be done in real-time using ETF Action’s state-of-the-art data analytics platform.

ETFs in "Action" Webinar Series: Episode 4 - Same but Different - Equal Weight vs. Market Cap Strategies

12.3.2020


Market-cap weighted strategies have by and large dominated in performance over the last decade with mega-cap names easily outperforming other large, mid, and small-cap companies.  In this episode of ETFs in “Action” Mike & Alex will compare popular equal weight indexes vs. their market cap weighted peers. Key insights to be gained include:

• Navigate: How do we identify equal weight strategies and what are some of the most popular?

• Research: What are the benefits of using equal weight and market-cap weighted strategies when researching different market segments?

• Compare: How do these strategies compare in composition, fundamentals, and valuations despite owning the same securities?

• Build: What are some use cases for using equal weight strategies when building diversified portfolios?  

As always, all analysis will be done in real-time using ETF Action’s state-of-the-art data analytics platform.

ETFs in "Action" Webinar Series: Episode 3 - Thematic Investing

11.26.2020


Over the past decade thematic ETFs have gone from obscure to mainstream growing to 130 individual strategies and over $50 billion in AUM. In this live demo, Mike Akins will explore the extraordinary growth in thematic ETFs and illustrate the best ways to:

Navigate: What defines a thematic investment and what key trends are driving the growth in thematic investing? 

Research: How can advisors evaluate thematic ETFs to distinguish between gimmick and opportunity?

Compare: Which factors should be reviewed across thematic ETFs with similar objectives but very different holdings?

Build: Why would investors want to add thematic ETFs to their model portfolios and what are key considerations in selecting the right strategies?

Explore: Who are the companies best aligned with specific themes and how ETFs can be used to quickly identify them?

As always, all analysis will be done in real-time using ETF Action’s state-of-the-art data analytics platform.

ETFs in "Action" Webinar Series: Episode 2 - Factor ETF Strategies

11.19.2020


Factor investing has have gained significant popularity in the investing world over the last several decades as financial professionals look for new ways to provide targeted outcomes for clients.  In this episode of ETFs in "Action," Mike & Alex will look at Factor ETF Strategies in the following ways:

• Navigate: What are different factor categories and their respective key characteristics?

• Research: Why is it important to use factor families to identify trends?  How can users quickly do this using the ETF Terminal?

• Compare: How have factor strategies performed recently and what are the key drivers of returns?

• Build: When building a factor portfolio, what are best practices for mixing and matching factors?  Examples?

• Explore: What are the companies best aligned with specific factor strategies and how do we find them?

As always, all analysis will be done in real-time using ETF Action’s state-of-the-art data analytics platform.

ETFs in "Action" Webinar Series: Episode 1 - Five minutes on five topics

11.12.2020


In this webinar, founding partners Mike & Alex will spend five minutes (per topic) on five powerful ways financial advisors are using ETF Action’s state-of-the-art SaaS platform to simplify and expand investment research to create engaging client portfolios all while lowering their out-of-pocket costs.

• Navigate: With over 2,300 ETFs holding tens of thousands of securities, how do you find the right investments that best align with YOUR investment ideology, macro assumptions, and client needs? It’s a lot easier than you might realize.

• Research: The growth in ETFs has created a detailed atlas of investable markets. Why not harness that growth and leverage ETF transparency to map out your next great investment?

• Compare: What’s actually in an ETF name? You might be surprised!

• Build: One of the biggest drivers of ETF growth has been the adoption of ETF model portfolios. But how do you mix and match multiple ETFs and avoid unintended consequences?

• Explore: ETFs are simply a sum of their parts and sometimes the parts are better than the sum. Wouldn’t it be nice if there was an easier way to find these parts?

As always, all analysis will be done in real-time using ETF Action’s state-of-the-art data analytics platform.

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