ETF Prime Archive

Check out our archive of podcasts

Does Active Share Matter in Fund Selection?

The New York Attorney General recently announced 13 mutual fund companies agreed to report active share to retail investors.  Nate & Jason discuss potential implications and highlight new research on this metric’s usefulness to investors.  ETF.com’s Dave Nadig offers key takeaways from Greenwich Associates’ latest ETF survey of institutional investors.  Larry Medin, Founder & CEO of Brandometry spotlights the index behind the Brand Value ETF (BVAL).

iShares’ Daniel Prince on ETF Tax Efficiency

Daniel Prince, Head of iShares U.S. Wealth Advisory Product Consulting, discusses the tax efficiency of ETFs and why tax costs shouldn’t be overlooked in investing.  Nate & Conor also provide insight into the potential tax savings ETFs can provide and explain why actively managed mutual funds are at a disadvantage.

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