Hercules Investments' James McDonald explains the different risk-related techniques advisors can use to keep clients comfortable with their portfolios.
Investors are on course to pull the most money out of technology-focused exchange-traded funds since May last year. More than $1.5 billion has exited so far in October.
In recent years, investors have flocked to low- and no-fee investments and providers. But there may be a downside for investors who focus only on fees when making investment decisions.
There are now about 80 ETFs that provide a defined outcome with downside protection and capped upside found in structured products, but with the tax and liquidity benefits of an ETF.
