The growing popularity of ETF investing has led to a rapid expansion of ETF managed portfolio strategies available to the advisor and intermediary marketplace. Platforms have been playing catch-up as these asset managers have come to market with multiple flavors of portfolios, including wide-ranging tactical offerings and one-stop solutions. In this presentation Andy discusses what advisors and intermediaries should be asking when evaluating an ETF strategist. Some topics covered are: 

  • What is their story
  • Separating the model and the strategy
  • The evolution of their research
  • Their track record

Andy Gogerty is an industry thought leader in the ETF managed portfolio space, and currently focuses on investment research, product development, and education around the tactical ETF-based investment strategies at Newfound Research. Prior to Newfound, Andy established the industry's preeminent research framework and thought leadership for the ETF managed portfolio industry as the ETF Managed Portfolio Strategist at Morningstar.

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