How USAA Uses ETFs for Its Investors

How USAA Uses ETFs for Its Investors

Assessment

Interactive Video

Business

University

Hard

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The video discusses the value and momentum factors in investment, focusing on a strategy that combines these factors to rank stocks. It highlights the fund's holdings, which are weighted towards lower volatility stocks and have less tech exposure, impacting performance. The importance of a long-term investment strategy and effective communication with investors is emphasized. The role of insurance companies in the ETF market and the use of smart beta for equity and active management for bonds are also covered.

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3 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

How does the fund aim to provide the best risk-adjusted returns?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What communication strategies are used to manage investor expectations?

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3.

OPEN ENDED QUESTION

3 mins • 1 pt

What is the role of ETFs in the asset allocation products mentioned?

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