ETF Know:How
Get ETF tools, analysis and insights designed for you and your clients to refine your ETF strategy and help meet financial goals.
Know:How to understand the ETF marketplace
The ETF marketplace continues to evolve. Keep up with the latest news, trends and perspectives on where ETFs might go next.
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Follow trends and developments as they unfold with this monthly review of the U.S. ETF marketplace. -
The appetite for ETFs remains strong, with millennials in particular craving opportunities in fixed income. Check out key findings from Schwab Asset Management’s ETFs and Beyond Study.
Know:How to compare and select ETFs
Not all ETFs are the same. Learn how to spot key differences and compare strategies so that you can dial in your ETF selection process.
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While many advisors choose ETFs based on asset class and the specific fund, it's important to evaluate the provider as well. -
ETF yield is an important topic for advisors to understand since clients may be drawn to the income potential of ETFs. See how calculations can differ and what goes into each number. -
Understanding the differences between traditional index, strategic beta and active management can help you evaluate whether combining these strategies may provide an additional level of diversification for your portfolio. -
Follow this three-step framework to help choose ETFs for your client portfolios. -
Know what questions to ask as you navigate the complexities of factor-based and other strategic beta strategies. -
Spot crucial differences in products, practices, and policies to help focus your list on what best meets your clients’ needs. -
There are several types of exchange traded products (ETPs), each with unique features. Comparing them offers a better understanding of each product’s role in a portfolio.
Know:How to use ETFs to build portfolios
Many advisors use ETFs in the foundations of their clients' portfolios. Learn how ETFs can help you build and enhance diversified portfolios for your clients.
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Learn why deciding which vehicle to use requires thoughtful deliberation and a careful assessment of the investor's objectives, risk tolerance, and desired time horizons. -
Consider leveraging these five approaches to harness the potential benefits that ETFs can add to your clients’ portfolios. -
See how fixed income ETFs can help you diversify portfolios to protect downside risk, reduce volatility over time, preserve capital, and provide periodic income.
Know:How to trade ETFs effectively
Learn more about the mechanics of trading ETFs and strategies to help you achieve your clients’ goals.
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Delve into how bringing over-the-counter bond markets to an exchange through ETFs can make pricing discrepancies visible to investors, which is not necessarily a bad thing. -
Trading volume isn’t the only indicator of ETF liquidity. Learn why the full measure of ETF liquidity requires a deeper dive into the creation and redemption process and the role of authorized participants and market makers. -
Trade with confidence using these five essential tips when selecting ETFs for your client portfolios. -
Unpack the mechanisms of how ETFs are created and redeemed to better understand how providers manage the underlying securities. -
Learn how international trading works and how it can affect the market price of ETFs that hold non-U.S. securities.
Know:How to talk to your clients about ETFs
Use these resources with your clients to help them understand how ETFs offer an approach to diversification, flexibility, tax efficiency and lower costs.
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Help your clients understand the risks and potential benefits when an ETF lends out its underlying securities. -
This side-by-side comparison of ETFs and mutual funds can help your clients understand the advantages of each type of security. -
Compare the potential benefits of each approach with your clients and consider what matters most to them when building a diversified portfolio. -
Use this resource with your clients to help them understand how to evaluate the true cost of ETFs. It can be more complex than they realize. -
Reference this resource to help you explain to clients how the mechanics behind ETFs can potentially limit the taxable events caused by their investment funds.
