Fundamentally different. Forward-looking.

Analysis

Our unique approach helps investors make decisions based on forward-looking measures of investment merit, not just past performance.


We approach ETF research from a fundamentally different and forward looking perspective. We evaluate ETFs based on the fundamentals of each underlying constituent, not actively focusing on past performance or fees.  As a result, we can answer the same, critical questions any adviser or investor would ask before buying a stock, such as:

  • What are expectations for sales and EPS growth?
  • Are estimates changing as economic conditions do?
  • What's happening on the balance sheet?
  • How is it valued in relation to these fundamentals?

The result of this fundamentally-driven analysis is a forward-looking view of an ETF based on its investment merit. Ultimately, this enables investors to make better, more informed ETF selections.


RESEARCH TOOLS >>

MORE INFORMATION
Research online  

Research of ETFs
A guidebook

Our practical guide to using research to select ETFs