Wilmington Trust’s Post

ETFs have been a huge growth engine in the fund universe, according to experts. With so many asset options available to investors, ETFs may offer a distinct advantage. But before adding these funds to your investment portfolio, it's important to know what to consider. Check out this article for key insights on what to know before investing in ETFs. #ETFs #investing #finance #investmentportfolio

Very interesting article in last weeks FT on research into passive funds management, as for the first time in the USA net assets in passive funds exceeded mutual (active) funds. Since I first came across passive (EFT) investing in about 2001 I've been concerned about the risk management of issues raised in the article. However I'd have to admit these concerns have not crystalised to any great extent. My own conclusion is that passive investing is a sound strategy for most clients, regardless of their risk profile particularly where there is a partial allocation in their overall investment portfolio to some alternative investments, such as private equity, infrastructure, property and structured products. What are your thought on passive investing? Share your thoughts below in comments. #passiveinvesting #investing #activemanagement #alternativeinvestments #structuredproducts #privateequity #portfoliomanagement

Investment fund assets, including mutual funds and ETFs, experienced growth in 2023 despite investor caution, reflecting positive market effects and net sales, as outlined in IFIC's Investment Funds Report 2023. Read more about the insights and trends shaping the industry in this article. https://lnkd.in/eHqPh7ny

Is it time for advisors to expand their toolkits to include active ETFs? PM Brian Schaefer dives into that question in last week’s Johnson Financial Group investment commentary, where he discusses the history of these ETFs, their current surge in popularity and what they could mean for the fixed income market. #InvestmentCommentary #ActiveETFs https://lnkd.in/gWJWa8Ag

🚀 Unlocking Portfolio Potential with Alternative Investments 📊 In light of market unpredictability, the highlighted discussion emphasizes alternative investments as a strategic approach for portfolio diversification and risk mitigation. Highlighting alternatives such as real estate and hedge funds, the conversation underscores their role in offering downside protection and enhancing returns in various market conditions. A key takeaway is the importance of these investments in creating a more resilient financial strategy for investors seeking to navigate the complexities of today's investment landscape. For an in-depth exploration, consider reading the full article here: https://lnkd.in/ekbuDPh6 #InvestmentStrategy #WealthManagement #AlternativeInvesting 💡

Some great additional insights to consider in the conversation about passive and active investing strategies from Stephanie Hill. #directindexing #passiveinvesting #activeinvesting #financialadvisors #investmentstrategy https://lnkd.in/evdchD4M

Selecting a mutual fund (or ETF) can be challenging. More than 6,000 no-load options are available to individual investors in our database. (Not to mention the 3,000+ ETFs available.) Here are some key factors to consider: *Your investment goals *The fund's expense ratio *Annual and annualized returns relative to category peers *The fund’s actual strategy (which may not be what you think it is) https://lnkd.in/geVPr_MG

Private market returns continues to be a contentious issue in the industry as the debate on their outperformance vs the public markets lingers on. So its always interesting to try to understand the role they play in investor portfolios and how they do it via empirical data and research. A short write up on a recent paper on how portfolio construction plays an outsized role in PE returns, much more than the individual deals themselves. Plus some thoughts on the VC return profile. Fresh off the press on The Atomic Investor. 👇 #privatemarkets #privateequity #theatomicinvestor https://lnkd.in/dFDRSvDX

Meet our newest Investment Solutions Leader of the Month, Phillip Colmar of MRB - The Macro Research Board. Other entries this month include: Orion Adds AllianceBernstein Municipal Fixed Income SMAs Morningstar’s Advisor Workstation Adds iCapital’s Alternative Analytics Savvy Wealth Launches Investment Management Platform For Its Advisors Vanguard Launches 2 New Municipal Bond ETFs StratiFi Technologies Forms Strategic Partnership With AdvizorStack Oppenheimer & Co. Inc. Continues Expansion Of Public Finance Team Leadership Venn by Two Sigma Partners With SimCorp On Axioma Equity Factor Models Sound Income Strategies’ Fixed Income ETF Tops Morningstar List For 2023 Cerulli Associates Finds Passive Fund Strategies Overtake Active In December READ MORE: https://lnkd.in/eys3gNBH #WealthManagement #FinancialAdvisors #PortfolioManagement #Investments

The insightful macro view from our Investments Solutions Leader of the Month has me wondering. Is this the year when financial markets finally get back to normal? An equally valid question is, when exactly were financial markets last truly normal? Historically rapid Federal Reserve interest rate hikes to combat rampant inflation followed the global COVID-19 pandemic, which followed the decadelong aftermath of the 2008 Great Financial Crisis, which followed an era of lax mortgage standards for U.S. home buyers at the same time as lax national lending standards for countries in the euro area, which followed the fall of the Soviet Union, and so on. You get the picture. “Normal” financial markets might just be an illusion, or at best short-lived occurrences. This kind of perspective can help financial advisors in their discussions with clients, and the perennial quest to keep them invested over the long-term.