It’s been a pleasure to contribute ETF columns every quarter for the past five years. So much has changed since I first began using ETFs in my discretionary portfolios over 10 years ago, and in my writing, I have had the chance to consider the ETF space from many different angles, from portfolio construction to index methodologies, thematic investing and ESG.
In this, my last regular ETF column, I would like to highlight the importance of having a solid investment committee, to debate portfolio changes and “look under the hood” of the products we choose for our clients.