Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

The Key Criteria to Look at When Evaluating Active ETFs

Jan 22, 2024

01:02:00

Active ETFs have grown exponentially in recent years, especially in the equity space. One of the big benefits of that for investors in more investment strategies to choose from. The challenge, though, is that is can be hard to filter through them all to find the right strategy for a specific need. In this episode, we try to help solve that problem. We walk through the key criteria we look at when evaluating active ETFs from both and investing and financial planning perspective. We also work through some examples to show how we do it in practice.

We hope you enjoy the discussion.

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