Excess Returns  cover image

Innovative Small ETF Firms Challenging the Big Players

Excess Returns

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The Discipline to Fund ETFs

Discipline funds founder Colin Roach came up with this very interesting way to do that using a concept he calls counter cyclical rebalancing. He talked about this in detail in our interview with him. Another interesting use of ETFs is to utilize them to build an overall asset allocation using or within theETF wrapper. Because of the tax efficient nature, the ETF structure, the negative tax consequences of rebalancing can often be eliminated leading to better after tax returns for investors.

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