Ben Johnson, CFA

@MstarETFUS

Director of Global ETF Research, Morningstar Research Services LLC. Click here for important disclosure information:

Chicago
Vrijeme pridruživanja: ožujak 2012.

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  1. Prikvačeni tweet
    18. tra 2018.

    There is an investment strategy that is: 1.) Diversified 2.) Inexpensive 3.) Tax efficient 4.) Has tons of capacity 5.) Has performed well over a long period 6.) Has been used well by investors That strategy is market-capitalization weighted indexing.

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  2. prije 18 sati

    Is there a publicly available data set for Standardized Unexpected Earnings (SUE), Cumulative 3-Day Abnormal Returns (CAR3) or some other measure of fundamental momentum?

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  3. prije 20 sati

    J.P. Morgan has filed to launch a pair of active non-transparent ETFs that would leverage Precidian's ActiveShares structure. One appears to be a clone of , which has $19.4 bil in AUM and carries a Analyst Rating of Bronze.

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  4. prije 21 sat

    Vanguard right now. While it is something some clients say they “want” how many really need it? And as it becomes more accessible, do the benefits diminish?

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  5. 4. velj

    My best guess here is that The Black Swan ETF has hired a new spokesperson. (Yes, I know that this isn't really Natalie Portman, who BTW was excellent in "Garden State" and "Beautiful Girls" and was also an accomplice in committing crimes against the Star Wars franchise.)

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  6. 31. sij

    Whatever algo recommended me as a follow is clearly broken.

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  7. 31. sij

    - If you're not already subscribing to his daily note and/or following him here, I'd recommend tuning in to . His work is every bit as clever as it is informative. Here's a great chart from Chris' latest:

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  8. 30. sij

    Exhibit #4,589,321 as to why I’m not getting on a boat with a few thousand strangers.

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  9. 29. sij

    . outlines the recent enhancements to the Analyst Rating and how we put index mutual funds and ETFs through their paces.

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  10. 29. sij

    My top three unviable ETF ideas: 1.) Bitcoin ETF Lawyers Billable Hours ETF 2.) 5G NIMBYism ETF 3.) Professional ESG/Sustainability Designation Dues ETF

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  11. 28. sij

    Had a blast battling with , , , , , , and ! Congrats Cinthia on the big win!

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  12. 28. sij

    Correction: “...that *don’t* trade during US market hours”

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  13. 28. sij

    Montier: To get a 5.7% real return on US stocks from current levels: 1.) Multiples need to ⬆️ 2.) Return on capital must ⬆️ 3.) Growth needs to ⬆️

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  14. 28. sij

    Montier: Buybacks and expanding multiples explain most of US stocks’ recent outperformance vs. the rest of the world.

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  15. 28. sij

    Non-transparent ETFs key shortcomings vs. fully-transparent active: - Can’t use custom baskets (⬇️ tax efficiency) - Can’t invest in securities that trade during US market hours panelists think it’s only a matter of time before SEC further levels the playing field.

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  16. 28. sij

    Investors’ eyes will roll into the back of their heads the second you say “proxy basket”. I believe that the investment content of active non-transparent ETFs will be king. Investors want good strategies and care far less about structural nuances.

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  17. 27. sij

    . asks advisors in the audience: where does investment management rank relative to these other important financial considerations?

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  18. 27. sij

    . being brilliant as he is, managed to weave a reference to protein folding into his talk on ETFs.

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  19. 27. sij

    . says custodial costs are next to get flattened.

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  20. 27. sij

    . and take the stage to deliver their annual State of The ETF Union

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  21. 27. sij

    No different than factors or themes, ESG is a form of active management. All investors can expect is something different from owning the market outright. Might be better. Might be worse.

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