Innovations, Trends, & the Investment Landscape

In this episode of Zephyr’s Adjusted for Risk Podcast, Ryan Nauman interviews Aniket Ullal, the Senior Vice President and Head of ETF Research and Analytics at CFRA. They dive deep into the evolution of ETFs, highlighting the growth of active ETFs and discussing the key trends and future outlook for the ETF industry. The conversation touches on a variety of topics, including the impact of AI tools, the international investment landscape, ETF product complexities, and regulatory changes. Aniket shares valuable insights on how financial advisors can better navigate these trends and make informed decisions for their clients.

Sponsored by Zephyr, this episode provides a comprehensive overview of the current and future state of the ETF market.

00:00 Introduction and Welcome
01:07 Guest Introduction: Aniket from CFRA
01:40 Understanding CFRA and Its Research
03:45 Evolution and Trends in ETFs
05:35 Active ETFs and Market Misconceptions
09:03 Complex ETF Products: Are We Going Too Far?
15:35 ETFs as a Share Class: What It Means
23:02 US vs. International Trade: ETF Flows
29:30 Future ETF Trends and Conclusion

Let Zephyr help you find the best active ETFs for your clients.
Learn more about CFRA Research here.