Chapter 10 – Build Your Own “Synthetic ETF”

By Adam Hill | September 4, 2020

First of all, a “synthetic ETF (exchange-traded fund)” allows portfolio managers and investors to select managed account structures from within the same asset class but with different risk and trading strategies. Prior to allocating funds to a synthetic ETF or managed account, it’s important to consider the investment’s past performance, past draw downs, the length…

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Chapter 9 – Exchange-Traded Funds / Indices

By Adam Hill | September 3, 2020

Another “passive” option is exchange-traded funds (ETFs), which may be listed on a stock exchange and traded in the same way as you trade shares. Buyers purchase shares in the fund which trades on an exchange. Like index-tracking funds, ETFs aim to replicate the performance of a chosen index – for example, the Standard &…

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