When building a wholistic multi-asset class investment plan, it is important to consider an investor’s entire portfolio of assets, alongside market risk tolerance and near term volatility. What are some of the ETF strategies that can provide market access opportunities in the new year?

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Nancy Davis, Portfolio Manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF (ticker: IVOL) and The Quadratic Deflation ETF (ticker: BNDD), in discussing how her ETFs, IVOL and BNDD, fit within modern portfolios and how they differ from traditional investment options.

Douglas and Nancy discuss: 
- Her pioneering vision for the ETF industry
- The biggest challenges as 2022 closes, and how should investors be managing interest rate risk in the new year
- Where the IVOL ETF can fit within a model portfolio
- How should advisors consider IVOL across traditional investment planning

Resources

WealthManagement.com https://secure.ice/?https://www.wealthmanagement.com/
IVOL ETF https://secure.ice/?https://www.ivoletf.com/

Connect with Douglas Yones
LinkedIn: Douglas Yones, ChFC® https://www.linkedin.com/in/douglas-yones-chfc%C2%AE-404a777/
LinkedIn: Informa  https://www.linkedin.com/company/informa/

Connect with Nancy Davis
LinkedIn: Nancy Davis  https://www.linkedin.com/in/nancyquadratic/
Quadratic Capital Management  https://secure.ice/?https://quadraticllc.com/

The Inside ETFs Podcast: Nancy Davis on Portfolio Management For 2023

NREI Weekender Episode 6 - NREI Research Series: Annual REIT Study Review, July 13, 2019

Today, David Bodamer continues with the NREI Research Series by reviewing NREI’s 4th annual REIT study. 

In this episode, you will learn:

- The major takeaways from this year’s research
- Which categories are on respondents’ buy and sell lists
- The status of REIT balance sheets
- What kind of predictions the study provides for REIT stock prices and returns 
- And more

Tune in now to hear the latest findings in the Review of the fourth annual REIT Study as part of the NREI Research Series.

Resources:
National Real Estate Investor

The Inside ETFs Podcast: Nancy Davis on Portfolio Management For 2023

WealthManagement.com

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