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ETF Investment Strategies: Best Practices from Leading Experts on Constructing a Winning ETF Portfolio by Aniket Ullal

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CHAPTER 25BEST PRACTICES FROM CASE STUDIES

As we’ve described different ETF concepts in the book, we have simultaneously profiled the investment process of firms that have deep expertise in using ETFs to construct portfolios. All these firms were early adopters of ETFs, and their investment approaches utilize ETFs as an integral part of portfolio construction.

Our goal in this chapter is to now take a step back and draw out some common themes and best practices. We have to be careful about reaching conclusions, because every firm has a unique approach in how it uses ETFs. It is, however, possible to draw out a few fundamental lessons that would benefit investors who are relatively new to ETF-based portfolio construction. Let’s try and pull some ...

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