At a recent meeting with a Sydney-based financial adviser client of mine we discussed a recent blog article by our Chief Economist, David Bassanese on Fundamental Indexing. This financial adviser likened Fundamental Indexing (the indexing methodology used by BetaShares’ QOZ and QUS ETFs) to avoiding the Sirens’ song. It only dawned on me later that this might just not be a passing pun.
We have received a number of requests to post information on our blog that is relevant to financial advisers and professionals. Our Adviser Focus series is a set of posts written specifically for financial advisers and dealer groups, and which aims to deepen the understanding of the adviser market on ETFs and their uses.