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3D Asset Management brings you innovative ideas from investment professionals, practice, and business management leaders. Listen in as fellow financial advisors discuss what’s working for them. Learn about best-of-breed technology, product, and practice solutions. And hear from economists, portfolio managers, analysts and investment product specialists across the industry spectrum, from mega global managers to small but innovative boutique firms.

 

Mar 19, 2019

We are, once again, joined by Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors.  Matt shared with us some new research into sector-based investing from their business cycle analysis, using the Conference Board’s Leading Economic Indicators (LEI). 


Feb 26, 2019

Part 2 of our series at the Inside ETFs Conference includes:

[0:48] Ed Rosenberg and Rene Casis, responsible for ETF Offerings at American Century, discuss their outlook for Federal Reserve rate hikes in 2019 and why investors should emphasize ‘quality’ when positioning their portfolios.

[6:27] Lukas Smart,...


Feb 25, 2019

3D attended the February 2019 Inside ETF Conference down in Hollywood, FL, and took the opportunity to interview some of the attendees for our Advisor Success Series podcast.  Part 1 includes interviews with the following:

  1. [00:00] Matt Hougan, Global Head of Research, Bitwise Asset Management, discussing the current...


Jan 16, 2019

Once again, we have the pleasure of hosting Tom Psarofagis, Bloomberg Intelligence analyst covering the Exchange Traded Fund (ETF) Industry. In kicking off Season 2 of our investment-focused podcasts, Tom will share with us the an update on the latest developments within the ETF industry as well as key trends to...


Sep 28, 2018

Today Ben Lavine is joined by Lukas Smart, portfolio manager at Dimensional Funds or DFA. In today’s podcast, Lukas shares with us his perspectives on the importance of maintaining a long-term investment focus for capturing the historical drivers of equity and fixed income risk-based returns – a particularly...