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2024 Midstream/MLP Outlook: Can the Positive Momentum Continue?
Energy infrastructure has enjoyed tailwinds in recent years from solid free cash flow generation and positive dividend trends. Will 2024 bring more of the same? Join the experts at VettaFi and SS&C ALPS Advisors for a webcast covering the midstream/MLP outlook for 2024.
What’s Now Inside Some Fundamentally Focused ETFs

Many of us were prepping for year-end (or on vacation in Belize, in my case) in December. However, index providers were hard at work to ensure certain ETFs fully reflected the investment criteria advisors have come to expect.
What to Expect When You Attend Exchange
Join VettaFi's Dave Nadig and Todd Rosenbluth for an Exchange orientation. Learn all about the benefits of attending the conference and how weeks and months’ worth of business can be condensed into a few short days in the beautiful Miami Beach sun. Sign up to learn more about Exchange 2024.
5 Charts on ETFs Recapping Equities in 2023

It’s been the year of active equity ETFs, the year of covered call ETFs, and a year when growth and quality has mattered most in the equity market. All of this is now clear from the year-to-date net inflows and fund performance records.
LiveCast: Expanding the High Dividend Portfolio
In today’s market environment, generating income remains top of mind for many investors. As we enter 2024, it’s important to stay ahead of the latest high dividend ETFs, portfolio construction techniques, and systematic strategies. High dividend ETFs are gaining interest among investors, but many remain unaware of their alpha potential and pitfalls to avoid, which is why we’re inviting you to join VettaFi and Geoff Kelley with Manulife Investment Management for a 30-minute LiveCast focused on income generation.
8 ETF Stories Recapping VettaFi’s Growing Community

It’s the time of year when you look back at all that’s been accomplished. VettaFi’s covered strong net inflows into fixed income ETFs, covered call funds, and many, many, many new product launches. But VettaFi also accomplished a lot as a firm.
An Active Core Plus Fixed Income Strategy for Today’s Volatile Market
has paused rate hikes, but looking at all of the sectors and lagging indicators it is likely that rates will remain elevated for some time. This could mean greater volatility, forcing investors to come up with a plan that can meet the challenges of the moment.
Join the professionals at Federated Hermes to learn about an actively managed total return core plus fixed income strategy.
8 Under-the-Radar Active ETFs for the Holidays

The winter holiday season is here, and I wanted to join in the festivities. Recently, advisors have become more comfortable turning to active ETFs to help them and their clients navigate the uncertain market environment. Actively managed ETFs have gained traction in 2023.
LiveCast: Exploring AI’s Capabilities in Finance
Optimal investment decisions in active management result from the careful interpretation of data. However, investors who allocate their money to active managers potentially face the risk of human bias in the decision making process. AI has potential to provide advisors with a distinctive approach to active management that seeks to provide both diversification and idiosyncratic alpha.
Join experts from QRAFT and LG AI Research for a livecast as they delve into the capabilities AI can potentially offer investors portfolios.
The Future Will Be Shaped by Critical Technologies
During the cold war, two powers dominated global politics. In this post war era, the global power structure has gone from being bi-polar to multi-polar. As the U.S. seeks to maintain its position as a global leader, technology will play a critical role.
Join thought leaders from Xtrackers by DWS, strategic consultant frim J.H. Whitney, and VettaFi to an learn more about the critical technologies that will shape the future and the investment opportunities they may present.
Does Portfolio Construction Matter?
Join the experts at Swan Global Investments as they unpack this question and explore how to differentiate your practice and fight perceived obsolescence in an evolving industry.
What ETFs Were Popular in November?

With more than 3,000 ETFs to cover and many new ones launching each month, it is easy to forget. For many people, S&P 500 Index-based ETFs remain the core of their portfolio. Heading into 2024, these products topped the latest monthly flow leaderboard.
How CLOs Can Provide an Alternative to Traditional Bond ETFs

Fixed income ETF demand has been strong in 2023 led by Treasury ETFs. However, advisors have been rewarded by turning to alternatives in the fixed income space, such as those focused on the collateralized loan obligations (CLOs) market.
Loyal ETF Investors Rewarded With No Tax Bills

I find for many the same is true with ETFs and capital gains. However, the ETF pie continues to expand with newer investors each year. The persistent lack of a capital tax gain burden simply for holding onto an investment is worthy of celebration.
Building Bonds for 2024 and Beyond
Fixed income has seen numerous changes recently. First the 60/40 portfolio was dead. Then it was alive and healthier than ever. Rates continue to vex investors. In short, this is a market unlike anything investors have seen in the past 15 years.
Fortunately, there are opportunities for savvy investors. Join the experts at State Street Global Advisors, Market Guard and Clark Capital Management as they unpack the state of the bond market and outline strategies for building a fixed income portfolio that can be durable in 2024 and beyond.
LiveCast: Navigating the Advisor Landscape: Secrets and Solutions from a Sales Icon
Curious about the tools and tactics being used by top industry producers? For advisors to survive, they need to grow. This means understanding the opportunities available in today’s unique landscape.
Join sales and distribution legend Phil Eichinger, Managing Director of Revenue, Victory Capital for a 30-minute LiveCast to learn how you can grow your AUM and navigate the challenges and opportunities of the moment.
The Year of Alternative Income
With relatively risk-free yields in treasuries and money markets, traditional dividend ETFs are losing some of their luster to investors. However, there are alternative income strategies that may help boost yield through options-based supplementation of high quality dividend paying stocks or focusing on income generating market segments like natural resource stocks or secondary closed-end funds.
Preparing to Pivot: Clients, Cash, and Economic Outlooks
Volatility and uncertainty seem to be on the horizon, and though many investors are eager to park in cash and money markets, opportunities exist that can protect client wealth and bring in a better return. Short-Term bonds are a potential defensive play.
Join the experts at PIMCO for a webcast that explores the current market environment and looks at strategies that take advantage of the front-end of the curve.
Equal Weight Is Not Enough—The Case for Dividend Growth
While a surge in bond yields has interrupted the equity rally from the first half of 2023, the performance gap between the largest companies by market capitalization and the rest of the market remains wide. Valuation has become a focal point for investors. Earnings are expected to grow again at a rate above historical average despite three consecutive quarters of declines. Investors may want to consider quality at a discount with the equal-weighted S&P 500® Dividend Aristocrats.®
Higher Rates for Longer? Fixed Income Positioning Ideas
With the Fed’s pause on hikes, investors may be tempted to reposition fixed income portfolios for a lower rate environment - but rates could remain elevated for longer than many think. Get prepared.
Join the professionals at State Street Global Advisors and VettaFi for a webcast that unpacks the ins and outs of fixed income portfolio construction
The Importance of Understanding Equities
Understanding the equity markets is critical to building a portfolio that can strategically tackle the challenges that continue to face investors. Rates, inflation, and economic factors continue to be important, and advisors need to rapidly understand which styles, market segments, and regions are most strategically ripe to meet their needs.
Join the experts at T. Rowe Price and VettaFi as they unpack the equity market outlook.
LiveCast: Rethinking Income with Energy Infrastructure
Few areas of income offer the staying power associated with energy infrastructure, yet many advisors remain unexposed to the sector. Energy infrastructure may hold up well in the face of rising rates, unlike some other income investments.
Join the experts at VettaFi and SS&C ALPS Advisors for a livecast exploring income potential from midstream MLPs and corporations.
Chart of Week: Advisors Prefer Short-Term High-Quality Bonds

Advisors have choices to face with their fixed income allocation. Should they take on credit risk to be rewarded with a high level of income? What about taking on interest-rate risk and owning longer-duration bonds?
An Advisor’s Guide to High-Performing Compounders
For Institutional Use Only – Not for Distribution to the Public
Investors should carefully consider the investment objectives, risks, charges and expenses of a fund before investing. To obtain a summary prospectus or prospectus for this and other information, visit harborcapital.com or call 800-422-1050. Read it carefully before investing.
OSEA Risks: There is no guarantee that the investment objective of the Fund will be achieved. Stock markets are volatile and equity values can decline significantly in response to adverse issuer, political, regulatory, market and economic conditions. Investing in international and emerging markets poses special risks, including potentially greater price volatility due to social, political and economic factors, as well as currency exchange rate fluctuations. These risks are more severe for securities of issuers in emerging market regions. A non-diversified Fund may invest a greater percentage of its assets in securities of a single issuer, and/or invest in a relatively small number of issuers, it is more susceptible to risks associated with a single economic, political or regulatory occurrence than a more diversified portfolio.
The Subadvisor considers certain ESG factors in evaluating company quality which may result in the selection or exclusion of securities for reasons other than performance and the Fund may underperform relative to other funds that do not consider ESG factors.
Diversification does not assure a profit or protect against loss in a declining market.
Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value. The ETF is new and has limited operating history to judge.
The views expressed herein are those of the investment professionals at the time the comments were made. They may not be reflective of their current opinions, are subject to change without prior notice, and should not be considered investment advice.
C WorldWide is a third-party subadvisor to the Harbor International Compounders ETF.
Foreside Fund Services, LLC is the Distributor of the Harbor ETFs.
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Being Different From Index ETFs Can Add Value

What’s inside an ETF really matters. This is an argument I’ve been making for more than a decade. However, with the growth of alternatively weighted index ETFs and actively managed products, this has become even more notable.
How Thematic ETFs Differ From Sector Funds

Industrial securities are unloved by financial advisors. However, it is the backbone of a relatively popular sector ETF and two relatively new thematic ETFs positioned to benefit from transformational changes. Perhaps they want to dive deeper into the fundamentals with us during the VettaFi Equity Symposium on September 21.
Going ‘Back to School’: Portfolio Construction in the New Normal
As investors consider the complicated environment we live in, building a portfolio requires a robust understanding of market sentiment, volatility, styles, and positioning. Strategies centered around sector rotation that put volatility top of mind or asset allocation strategies that have smart, tactical risk management can help advisors construct a portfolio to meet the moment.
Join a panel of experts from State Street Global Advisors, VettaFi, Horizon Investments, and Main Management for an in-depth webcast.
Successful Active Equity ETF Managers to Answer Questions

With actively managed ETFs, advisors and clients are willing to pay a premium relative to investing in an index-based approach. However, they want to be rewarded. In 2023, VettaFi is seeing this occur and is eager to share more about some of these active equity ETF strategies.