Multi-factor ETFs are one of the fastest growing ETF categories. But what exactly do they do? Is the sum more than all the parts? Are they active or passive? These are the questions Bloomberg News' Annie Massa sought to answer at the recent Inside Smart-Beta conference. In this special field report for Trillions, Annie interviews analysts, advisors and issuers to get to the bottom of the multi-factor trend.

Multi-factor ETFs are one of the fastest growing ETF categories. But what exactly do they do? Is the sum more than all the parts? Are they active or passive? These are the questions Bloomberg News' Annie Massa sought to answer at the recent Inside Smart-Beta conference. In this special field report for Trillions, Annie interviews analysts, advisors and issuers to get to the bottom of the multi-factor trend.

Money goes where it’s treated best. That simple truth is a big reason why more and more money (trillions, in fact) flows into a powerful, low-cost tool that’s quietly transformed investing. Exchange-traded funds let you invest in everything from the stock market to gold like never before. This biweekly podcast will demystify them—and hopefully delight you in the process.

Money goes where it&rsquo;s treated best. That simple truth is a big reason why more and more money (trillions, in fact) flows into a powerful, low-cost tool that&rsquo;s quietly transformed investing. Exchange-traded funds let you invest in everything from the stock market to gold like never before. This biweekly podcast will demystify them&mdash;and hopefully delight you in the process.

Joel Weber and Eric Balchunas demystify the world of exchange-traded funds, or ETFs.

Trillions

Are Multi-Factor ETFs the New Active Mutual Fund?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e66ca87d-76c9-42e0-a0a1-ae3c002e0b3f/transcript

With each passing year, ETFs pull in trillions of dollars while mutual funds steadily bleed assets. And yet, mutual funds still hold more money overall. Now, a long-standing wall between the two may finally be coming down. Dimensional Fund Advisors has launched the first-ever ETF share class of an existing mutual fund, a structure made possible by the expiration of Vanguard’s once-protective patent.

On this episode of Trillions, Eric Balchunas and Joel Weber speak with Joel Schneider, Dimensional’s deputy head of portfolio management for North America, and Katie Greifeld of Bloomberg News. They discuss why Dimensional volunteered to be the guinea pig, why it chose its 45-year-old US Micro Cap Portfolio (ticker: DFMC), and whether this hybrid structure could reshape how trillions of dollars are invested.

With each passing year, ETFs pull in trillions of dollars while mutual funds steadily bleed assets. And yet, mutual funds still hold more money overall. Now, a long-standing wall between the two may finally be coming down. Dimensional Fund Advisors has launched the first-ever ETF share class of an existing mutual fund, a structure made possible by the expiration of Vanguard&rsquo;s once-protective patent.
On this episode of Trillions, Eric Balchunas and Joel Weber speak with Joel Schneider, Dimensional&rsquo;s deputy head of portfolio management for North America, and Katie Greifeld of Bloomberg News. They discuss why Dimensional volunteered to be the guinea pig, why it chose its 45-year-old US Micro Cap Portfolio (ticker: DFMC), and whether this hybrid structure could reshape how trillions of dollars are invested.

That Mutual Fund Has an ETF Now

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f0b08c42-5007-49e6-9892-b4160123a53e/transcript

As the US and Israel's attack of Iran has reminded the world, oil remains as integral as ever to the global economy. But the ETFs for investing in crude come with some caveats—and are a big reason why Bloomberg Intelligence introduced its traffic-light system.

On this episode of Trillions, Eric Balchunas and Joel Weber speak with Bloomberg Intelligence's James Seyffart, an ETF analyst, and Vincent Piazza, a senior energy analyst. They discuss Piazza's "delay, disruption and destruction" outlook; how the United States Oil Fund (USO) came back from the dead; and what to know about other noteworthy energy ETFs such as XLE, CRAK and even BWET.

As the US and Israel's attack of Iran has reminded the world, oil remains as integral as ever to the global economy. But the ETFs for investing in crude come with some caveats&mdash;and are a big reason why Bloomberg Intelligence introduced its traffic-light system.
On this episode of Trillions, Eric Balchunas and Joel Weber speak with Bloomberg Intelligence's James Seyffart, an ETF analyst, and Vincent Piazza, a senior energy analyst. They discuss Piazza's "delay, disruption and destruction" outlook; how the United States Oil Fund (USO) came back from the dead; and what to know about other noteworthy energy ETFs such as XLE, CRAK and even BWET.

The Complexity of the Oil Trade

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/915df537-c86c-4280-b56d-b40a00fe3f41/transcript

The Freedom 100 Emerging Markets ETF (FRDM) is having a moment. Launched seven years ago as a way to filter out autocratic emerging market countries and invest more in ones that have more freedom, it took a while to get going but it hasn't recently caught fire with a five year return of over 100%, which is 5x better than the MSCI Emerging Markets Index and even more than the Nasdaq 100.

On this episode of Trillions Joel and Eric speak with Perth Tolle, founder at Life + Liberty Indexes and the creator of FRDM, about the ETF's methodology, her experience growing up in China, how her life has changed with all the recent success and comparing and contrasting the US' freedom score with other developed countries.

The Freedom 100 Emerging Markets ETF (FRDM) is having a moment. Launched seven years ago as a way to filter out autocratic emerging market countries and invest more in ones that have more freedom, it took a while to get going but it hasn't recently caught fire with a five year return of over 100%, which is 5x better than the MSCI Emerging Markets Index and even more than the Nasdaq 100.
On this episode of Trillions Joel and Eric speak with Perth Tolle, founder at Life + Liberty Indexes and the creator of FRDM, about the ETF's methodology, her experience growing up in China, how her life has changed with all the recent success and comparing and contrasting the US' freedom score with other developed countries.

Freedom Has Paid Off For this Indie ETF 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cc40fe8b-697b-4fc9-b11a-b3fb016a5e6d/transcript

Are Multi-Factor ETFs the New Active Mutual Fund?

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