We are back with part two of our three-part interview with my special guest, Matthew Bartolini. Bringing his years of experience with State Street Bank, Matthew was kind enough to continue our conversation about ETFs, how they work, and what savvy investors like you can do to make the most of your financial assets. 

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. 

You’ll want to pay close attention to this episode as Matthew brings more of his helpful insights to help you make the best financial decision for your future - have pen and paper close by, you are going to need it!

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

• Matthew joins the podcast and continues our conversation on ETFs [1:30] 
• Why it’s important to understand the fees you are paying with ETFs [6:00]
• Matthew brings up some good points about low or no-fee ETF management [9:30]
• Make sure you have a benchmark you are trying to reach [12:00] 
• How State Street manages its ETFs [14:15]
• Closing thoughts about the S&P [17:00] 

ETFs and passive investing 

To better understand how ETFs work, I asked Matthew to drill down a bit into their primary focus and the value they bring to investors. According to Matthew, there are several advantages that ETFs have when it comes to passive investing. 

• Lower costs and lower investment fees
• Rules-based investing 
• Greater transparency - you know what you own when you own it 
• Indexed-based vehicles have stronger historical performance 
• More information leads to better due diligence 

Make sure to tune in to this episode as Matthew expands on these valuable points to help you make the right decision for your financial future! 

ETFs costs explained 

Do you know which fees you are paying when it comes to your mutual funds or ETF portfolios? Where do you look to find out? Are you getting a good deal on the fees and costs that you are currently paying? Thankfully, Matthew Bartolini has the experience and knowledge base to help us understand where to locate this critical information. 

Matthew encourages investors to work with reputable brokers who will list their fees upfront and in an easily accessible way like they do at State Street Bank. He also mentioned that using resources like Morningstar can help savvy investors find the information they need. Essentially, if you have a difficult time locating the costs and fees associated with your ETF or mutual funds and your asset manager isn’t pointing in the right direction to locate those numbers, that should serve as a giant warning sign for you. Don’t forget to join us next week as we wrap up our three-part interview with Matthew Bartolini!

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