All good things must come to an end, and that is true of my conversation with Matthew Bartolini. It has been an honor to speak with Matthew over the last couple of weeks as we have explored the valuable insights he has been able to share drawing on his years of experience with State Street Bank. To conclude our conversation, Matthew was kind enough to open up about some of the more advanced elements of ETF and what wise investors like you can do to stay educated. 

As a Managing Director at State Street Global Advisors and Head of SPDR Americas Research, Matthew is responsible for all product research and analysis of both SPDR ETFs and SSGA Funds. Matthew directs a team that develops proprietary research, marketing strategies, and campaigns across the firm’s ETF and mutual fund product suite. 

Don’t leave too soon - you’ll want to pay close attention as Matthew really lays it out for us on this informative finale episode of our three-part interview!

You will want to hear this episode if you are interested in...

• Matthew opens up about factor-based investing and expands on all five factors. [1:30] 
• What does “Alpha” and “Beta” mean when it comes to factor investing? [7:00] 
• Matthew explains how you can get exposure to certain investments via ETFs [9:30]
• Understanding how leveraged ETFs work [11:00] 
• What is the status of the 60/40 portfolio? [14:45]
• Closing thoughts [19:00] 

Factor-based investing 

Have you ever heard of “Factor-based” investing? Which factors are the most important to look for - how do you know you are prioriti8zing the right factors? Thankfully, Matthew was able to sit down and unpack for us the five crucial factors when it comes to “Factor-based” investing. These come from Eugene Poma 

1. Momentum
2. Value 
3. Size 
4. Quality 
5. Low volatility. 

According to Matthew, a common sixth factor that many people will include on this list is “Dividend yield.” Many investors are drawn to factor-based investing because it is rules-based, transparent, and commonly found within ETFs. If it seems like a bit of a “Best of both worlds” approach between passive and active - you are correct! Learn even more helpful tips and insights from Matthew and his years of experience by tuning into this episode - you don’t want to miss it! 

Leveraged ETFs 

Are you interested in trying to get the most out of your ETF strategy? Have you heard of “Leveraged ETFs?” A leveraged ETF is a marketable security that uses financial derivatives and debt to amplify the returns of an underlying index. According to Matthew, the leveraged ETFs can be a challenge to navigate unless you really know what you are doing. While the appeal is strong, offering up to three times the return rate, the risk is very high. If you’d like to learn more about Leveraged ETFs and some helpful alternatives, listen to this episode as Matthew Bartolini brings his seasoned knowledge to help investors like you! 

Connect With Matthew Bartolini

• Matthew on Twitter - (@mattbartolini) | Twitter
• Matthew on LinkedIn - Matthew Bartolini, CFA - Managing Director, Head of SPDR 
• Matthew Bartolini - State Street Global Advisors | Inside ETFs

Connect With Morrissey Wealth Management 

www.MorrisseyWealthManagement.com/contact