An ETF Defying Retail Trends to 'RORE' in 2018

An ETF Defying Retail Trends to 'RORE' in 2018

Assessment

Interactive Video

Business

University

Hard

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The video discusses an ETF strategy focusing on quality, value, and momentum factors, with a significant emphasis on retail REITs. The performance of the ETF is compared to VNQ, highlighting its success due to mall REITs. Ted Lucas from Hartford funds elaborates on the strategy's approach to balancing risks and enhancing returns. The discussion also covers the impact of high passive ownership in REITs and Hartford's goals for expanding their ETF offerings.

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2 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What strategies are being implemented to address risk distortions in CAP weighted REIT approaches?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

Discuss the significance of passive ownership in the REIT sector as mentioned in the text.

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