CHAPTER 5MEGATRENDS: PRACTICAL IMPLICATIONS FOR INVESTORS

In this first section of the book, we discussed three emerging megatrends:

Tradable Beta. An emerging mindset that emphasizes the management of targeted beta exposure over picking individual stocks and active mutual funds.

Targetization of investing. The availability of ETFs that provide low cost exposure to specific segments, strategies, and risk factors.

Fee-based advice. An industry structure that is increasingly oriented around fee-based advice rather than commissions.

We can now discuss the practical implications of these trends for financial advisors and individual investors. In this chapter we will focus on more basic action items that are relevant to investors who are still ...

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