Financial Thought Exchange Podcast

Joanne M. Hill, PhD, Elisabeth Kashner, CFA, and Dave Nadig join host Will Goodhart of CFA Institute Research Foundation to discuss Evaluating ETFs, the second module in the ETFs Evolving series. Building on the foundations established in the first module, the conversation explores how investors can assess and select ETFs in an increasingly complex marketplace.
 
The guests discuss their due diligence framework of Efficiency, Tradability, and Fit and explain why fit is often the most important consideration for investors. They examine common due diligence mistakes, the evolution of the ETF landscape, investor personas, performance chasing, and the challenges of evaluating increasingly specialized ETF products. The conversation also explores liquidity, pricing, tracking differences, concentration risk, fixed-income ETF valuation, and the importance of matching ETF choices to specific investment objectives and time horizons. Throughout the discussion, the authors emphasize the value of curiosity, careful analysis, and ongoing education in a rapidly evolving ETF market.
 
Related Links:
Evaluating ETFs (Module 2)
Module 2: Evaluating ETFs
 
A Guide to Exchange-Traded Funds (Module 1)
Module 1: ETF Features and Evolving Landscape

What is Financial Thought Exchange Podcast?

The Financial Thought Exchange Podcast offers listeners invaluable insights from top financial thought leaders across various sectors. Whether you're a financial analyst, investor, or simply interested in the "inside baseball" of the financial world, this podcast provides access to some of the most influential people shaping the industry.

Brought to you by the CFA Institute Research Foundation, the Financial Thought Exchange is your go-to resource for staying informed and gaining a deeper understanding of the finance industry's most pressing topics. Tune in for interviews with industry pioneers, expert analyses, and actionable insights you can apply in your own financial journey.

Financial Thought Exchange is the official podcast and video channel of the CFA Institute Research Foundation.

Check out our peer-reviewed research here: https://rpc.cfainstitute.org/en/research