Tax and the ability to replicate active strategies with Factor and cap weighted ETFs

During this interactive panel discussion moderated by CFRA Head of ETF and Mutual Fund Research Todd Rosenbluth we heard from industry experts on closing the year out strong and taking advantage of tax season to realign portfolios with factor and cap weighted ETFs.

Speakers

	Todd Rosenbluth Head of ETF and Mutual Fund Research, CFRA Todd is Head of ETF and Mutual Fund Research at CFRA, leading the firm’s holdings-based research efforts. Todd publishes regular thought leadership content on equity and fixed income products, supports the quantitative fund models, and interacts with clients. He also serves as a member of CFRA’s Investment Policy Committee. Todd has frequently provided ETF education at Inside ETFs conferences and been quoted in media outlets, such as Barron’s, New York Times, and The Wall Street Journal. He also held Senior Director of ETF and Mutual Fund Research for S&P Global Market Intelligence. Todd holds a BGS in Finance from the University of Michigan and an MBA in Finance from New York University.
	Mark Barnes, PhD Head of Investment Research, Americas, FTSE Russell Mark Barnes is Head of Investment Research, Americas for FTSE Russell. Dr. Barnes joined FTSE Russell in 2018 and is responsible for applied research and new index development for the United States. In his role in applied research, he is responsible for engaging with clients to explain the FTSE Russell index construction methodology and to work with them to find solutions to their investment problems. Prior to joining FTSE Russell, Dr. Barnes was a Director and Portfolio Manager within the Multi Asset group at PanAgora Asset Management in Boston. He was responsible for equity strategies within the group including alternative beta, defensive equity and country allocation overlay strategies.
	Sean Murphy, CFA Vice President, iShares U.S. Wealth Advisory Product Consulting, BlackRock Sean Murphy, CFA, Vice President, is an iShares Product Consultant for BlackRock's U.S. Wealth Advisory (USWA) business. He is responsible for researching, analyzing, and evaluating a broad range of investment solutions and delivering these insights to internal partners, as well as to end clients. His service with the firm dates back to 2014. Prior to joining BlackRock, Sean spent 12 years at Citi. The bulk of that time was spent as an Equity Sales Trader, specializing in the execution of ETFs and international equities for both financial advisors as well as institutions. Mr. Murphy graduated from Fordham University in 2002 with a bachelor's degree in Finance and a minor in Economics. He subsequently received his MBA from Fordham's Gabelli School of Business with a concentration in Corporate Finance.
	Abby Woodham Vice President, iShares Factor ETF Strategist, BlackRock Abby Woodham, Vice President, is a Factor Strategist in BlackRock's ETF and Index Investments Group. In this capacity, Ms. Woodham is responsible for providing subject matter expertise to global iShares clients and partners. Prior to joining BlackRock, Ms. Woodham was an ETF strategist for Xtrackers at Deutsche Asset Management, where she served as Product Specialist for ETFs and other index-based investments. She began her career at Morningstar, where she worked as an ETF Research Analyst. Ms. Woodham earned a BA in Economics from the University of Chicago.

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Factors for Advisors, Part 3: Tax and the Ability to Replicate Active Strategies with Factor and Cap Weighted ETFs

Todd Rosenbluth

Mark Barnes, PhD

Sean Murphy, CFA

Abby Woodham