ETF Working Lunch Podcast

The founders of iClima, Gabriela Herculano and Shaila Leekha, are disrupting the conversation about ESG investing, offering a new take—and two new ETFs—that offers a unique way to access this theme.

There are a surprisingly high number of investors who don’t fully understand the total cost of an investment, from ETF fees to advice, according to a recent State Street survey. Brie Williams, head of practice management at the firm shares the findings.

A lot goes into building an investment strategy, but how do you know if yours is robust enough? Liz Young, head of investment strategy at SoFi, walks us through her process, and shares what she’s learned along the way.

As we kick off the second half of 2021, it's prime time to assess markets and evaluate portfolio positioning. Gargi Chaudhuri, head of iShares Investment Strategy, Americas, offers the best ideas in her midyear outlook.

Nationwide is leading an interesting effort on financial inclusion, one that Marge Farquharson, head of ETFs for the firm, is passionate about. She tells us how income needs are unique across different groups, and how Nationwide is putting those needs in the driver’s seat of ETF innovation.

There’s a lot of interesting innovation in ETFs, but not all of it makes headlines. Heather Bell, managing editor at ETF.com, tracks down the hidden gems of recent ETF launches, and walks down memory lane to remember the could-have-been greats that fizzled and the head-scratching greats that sizzled.

Environmental, social and governance investing is quickly expanding in the ETF space, and so is the conversation about its value proposition. Brie Williams, head of practice management at SPDR Exchange Traded Funds, dives into the numbers, the trends and the advisor/client disconnect on this theme.

ETF subadvisors connect a lot of dots within the ETF ecosystem to ensure that an ETF goes smoothly from original idea to trading desks to investor portfolios. Amrita Nandakumar, president of Vident Investment Advisory and subadvisor to nearly 50 ETFs, shares her experience in this space (and says they are ready for crypto ETFs!).

Nancy Davis, founder and CIO of Quadratic Capital, is somewhat of a newcomer to the ETF industry. She shares her experience, and explains 'IVOL,' a one-of-a-kind ETF that blends TIPS with options to access inflation expectations while being long fixed income volatility.

When it comes to financial advice, there's no such thing as a one-size-fits-all offering. Rita Cheng, chief executive officer at Blue Ocean Global Wealth, knows this well, and shares here what it takes to meet clients wherever their needs are.