The coronavirus pandemic could drive permanent changes in standards for remote work and data management. According to Morningstar, the WisdomTree Cloud Computing Fund (WCLD) is among the top five performing funds in the U.S. Technology category so far in 2020. Jeremy Schwartz and Kara Marciscano discuss WCLD as a potential way for investors to position for long-term growth in the cloud computing industry.
As we enter a new market regime characterized by increased volatility, advisors are seeking to improve risk factor diversification in their clients’ portfolios through lowering portfolio volatility. Scott Welch explains how our multifactor models can help achieve a similar outcome to allocating to “low vol” stocks but with the potential of more attractive valuations.
Investors are reeling from the sell-off in global markets. But here’s the bigger risk right now for investors: that those losses will lead them to act in a way that may result in even bigger losses. Shlomo Benartzi outlines a way for advisors to help determine which of their clients are likely to buy high and sell low during a market panic and help them manage their investments with a long-term outcome in mind.
Ryan Krystopowicz dives deep into ETF model portfolio investing and identifies due diligence best practices for advisors ready to start using model portfolios in their business.
Model portfolios can help advisors save time that could be dedicated to their clients. So, why aren’t more advisors adopting ETF model portfolios in their practice? Ryan Krystopowicz debunks five myths about a model portfolio approach.