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Combining Value and Profitability in Small Caps

For Many Allocators, Breaking Up With Managers Is Hard to Do

Investors Say ETFs Are Key During Manager Transition Periods

It takes time to perform proper due diligence – and ETFs can help minimize portfolio risk while that work goes on.

ETF Prime: Burton Malkiel And Lara Crigger Talk ESG ETFs

July 13, 2021 On this week’s episode of ETF Prime, host Nate Geraci is joined by ETF Trends’ Managing Editor, Lara Crigger, to discuss ESG ETF flows and performance, along with the environmental impact of bitcoin mining. Famed economist and investing legend Burton Malkiel dives into a range of topics, including the rise of indexing, ESG, meme stocks, crypto, and more. Plus, Avantis consultant Sunil Wahal explains the “financial science” behind their investment approach. Speaking with Crigger, Geraci brings up ESG and where things are at this midpoint in the year. As it stands, ETFs are nearing their annual record. For ESG ETFs, Crigger explains how they are on a strong path thanks to a good amount of inflows so far – somewhere around $23 billion. Keeping that pace, there’s a chance of reaching $45-50 billion in new cash for the space.

Eduardo Repetto: ETFs Are Winning the Battle

Jeff Ptak: Hi, and welcome to The Long View. I m Jeff Ptak, chief ratings officer at Morningstar Research Services. Christine Benz: And I m Christine Benz, director of personal finance for Morningstar. Ptak: Our guest this week is Eduardo Repetto. Eduardo is chief investment officer of Avantis Investors, where he is responsible for overseeing the research, design, and implementation of the firm s investment strategies. Prior to forming of Avantis in 2019, Eduardo was co-CEO, co-CIO, and a director at Dimensional Fund Advisors. Eduardo earned a Ph.D. in aeronautics from the California Institute of Technology, and an MSc degree in engineering from Brown University.

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