Portable Beta: Making the Most of Returns You’re Already Getting: Demonstrating how leverage can allow investors to potentially create more risk-efficient portfolios.
Levered ETFs for the Long Run?: Exploring how levered ETFs can be used to introduce diversifying, alternative exposures.
Thinking in Long/Short Portfolios: Demonstrating why the ability to overcome the fee hurdle rate is determined both by the quantity and quality of active bets embedded in a portfolio.
Three ETF-Based Ways to Leverage Your 60/40 Without Margin: The prudent use of leverage can help investors employ more risk efficient portfolios without necessarily sacrificing potential returns. We explore three ways that investors could do this using high beta ETFs, levered ETFs, and derivative ETNs.