Top Five Articles from January: India, ETFs, and Vollgeld

1. How to See the Hidden Risks of ETFs

Exchange-traded funds (ETFs) are a great way to fulfill client objectives, but they also create a handful of opportunities to miss the mark. So advisers need to be vigilant, say Sloane Ortel, Paul Kovarsky, CFA, and Antonella Puca, CFA, CIPM.

2. Seven Reasons India Is Primed for Growth

Sameer S. Somal, CFA, and Sloane Ortel offer their insights on investing in India and why the country is poised for growth.

3. The Vollgeld Initiative: A Primer

Switzerland will vote on a measure to end fractional reserve banking in 2018. Known as the Vollgeld, or “Full Money,” Initiative, this proposal could transform modern finance as we know it. Jason Voss, CFA, curates a helpful reading list.

4. Power of Attorney: What Every Financial Adviser Should Know

The most important financial document your clients can sign is a power of attorney (POA). Katya Sverdlov, CFA, JD, explains.

5. Timing the Market: Momentum and Beyond

Pedro Barroso and his colleagues have studied the studied the time-varying volatility of momentum. among other equity factors, and its usefulness in managing exposure to momentum and its crashes.

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All posts are the opinion of the author. As such, they should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute or the author’s employer.

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