Lead-Lag Live Inside ETF Strategy: Paul Baiocchi on Market Shifts and Innovation at SS&C ALPS
Aug 21, 2025
Paul Baiocchi, CFA and Head of Funds Sales and Strategy at SS&C ALPS Advisors, dives into the evolving ETF landscape and market dynamics. He shares insights on how ALPS stands out in a competitive environment and the critical role of innovation in fund design. The conversation highlights shifting investor strategies in a volatile market, potential opportunities in active ETFs, and the importance of reevaluating sectors like REITs. Baiocchi also discusses the intersection of AI and energy demands and how new ETFs are addressing these trends.
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Personal Endorsement Of Energy Rocks
- Paul recounts using Energy Rocks candy for focus on long drives and late nights.
- He praises the low sugar formula and ingredients like L‑theanine for no jitters or crash.
Equal Sector Weighting Lowers Risk
- Equal stock weighting can increase portfolio risk rather than reduce it.
- Equal sector weighting lowers volatility by giving defensive sectors like utilities and staples equal weight to tech.
Reduce Equity Volatility By Sector Weighting
- If you want to reduce equity volatility, consider equal sector weighting rather than equal stock weighting.
- Choose funds like EQL that allocate equally across sectors to dial down beta.