Category: Viewpoints

Investing in Tech: A Primer

Investing in the latest technology can bear fruit – but brings risk. Ever wish you’d bought Apple stock in 1980?  When the tech giant went public at $22 a share, cordless phones had barely been invented and fax machines were standard office equipment. Investing in a California company that made something called a “personal computer” was a gamble.  Yet investors who are early adopters of the latest gadgets often relish this opportunity when building a portfolio. Known as Viewpoints investors, they embrace the chance to help change the world by furthering new technologies such as green [...]

Categories: Investors, Space, Tech, Viewpoints|

A Conversation with Emles: Understanding the Potential of U.S. Domestic Manufacturing

As more investors take the Financial Personality Assessment, it’s no secret that many people have strong Viewpoints on where the world is going and which themes will shape our collective future. The last few years, issues related to supply chain and domestic production have come into view front and center. We sat down with Emles, creators of the Made in America ETF (AMER), to understand where they see advantages for U.S. production growth and the future of domestic manufacturing. AMER provides investors exposure to companies that potentially stand to benefit from increased manufacturing domestically. Positivly: As [...]

Categories: Advisors, ESG, Personality, Purpose, Viewpoints|

A Conversation with abrdn: Industrial Metals and the Global Energy Transition

As more investors take the Financial Personality Assessment, it’s no secret that many people have strong Viewpoints on where the world is going and which themes will shape our collective future. When looking to the future of energy, understanding the impact of industrial metals is key. We sat down with abrdn, creators of the abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF (BCIM), to understand why they chose a focus on industrial metals for a thematic ETF. The Fund seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the [...]

Categories: Advisors, ESG, Personality, Purpose, Viewpoints|

A Conversation with Swan Global Investments: What Investors Should Know About Hedged Equity

With the myriad of different products and strategies related to investing, there’s plenty that investors may not be aware of. One example would be hedged equity. While most investors will know what hedging and equities are, we sat down with Swan Global Investments, creators of the Swan Hedged Equity US Large Cap ETF (HEGD), to learn more about what exactly Hedged Equity together means. Built upon a process launched in 1997, the Swan Hedged Equity US Large Cap ETF (HEGD) seeks long-term capital appreciation while mitigating overall market risk.  Positivly: So what, really, is hedged equity? [...]

Categories: Advisors, Personality, Security, Viewpoints|

Where Faith Meets Finance: Biblically Responsible Investing

Religious beliefs often guide charitable giving. But they can also guide investment choices.  In today’s world of bespoke clothing and customized coffee, more and more investors are looking to extending the trend of personalization to their portfolios. For many, this means making sure their investments and values are aligned. A staunch environmentalist may buy shares of an electric carmaker, for example, while someone passionate about gender equality may divest from a company with an all-male board. Still, some investors may be reluctant to tell their advisors about one very personal area of interest: their religion. While [...]

Categories: ESG, Investing, Investors, Personality, Purpose, Risk, Viewpoints|

What is Thematic Investing?

Thematic investing allows people to align their investments with their beliefs.  Understanding the investment world can feel daunting with what can seem like a never-ending variety of choices across stocks, bonds, and much more.  But what if you want to express your viewpoints through your investments? Well, the good news is you can. Thematic investing allows people to put their money into themes that align with their passions and beliefs, while also providing greater diversification than investing in single company stocks. While a typical investment may involve looking at specific firms or industries to invest in [...]

Categories: ESG, Investing, Investors, Personality, Purpose, Risk, Viewpoints|

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