Commentary and analysis on matters related to beta including indexing, exchange traded funds (”ETFs”), derivatives, their application in the portfolio management process and their effect on the investment industry.

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Welcome! In the interest of providing the best possible content for the maximum number of visitors to this site, please answer the form below. The spirit of this blog will be to keep functional "bells and whistles" to a minimum so I can focus on providing content. Therefore, by registering to this blog, you will initially get only two direct benefits:

1. You will be able to comment on the posts I provide.
2. You will receive an email update soon after the latest posting is available online.

To register, you must answer all questions below. Within 24 hours, you will receive a reply email as per your registration. Questions 1 to 11 tell me a little bit more about who you are, and thus in aggregate, I hope to be able to tweak the direction of my content based on this input. Of course, I will often try to remain broad in scope and cover many areas in the broad field of beta. Question 12 will help in truly finding the future direction of this blog. If you do wish to see some functional "bells and whistles", there's a box to add such comments or others at the bottom. Sorry, no guarantees that requests will be adequately, or in any way, fulfilled. Thanks for the input and for taking the time to complete this.




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- ETF specific analysis
- CEF specific analysis
- ETF industry news and commentary
- CEF industry news and commentary
- derivatives related news and commentary
- trading strategies using ETFs, CEFs and/or derivatives
- portable alpha/beta, risk budgeting, liability driven investing
- discussions on risk measurement and risk management
- more general discussions on portfolio construction/maintenance
- issues of concern to retail/private investors
- issues of concern to institutional investors
- commentary regarding market outlook
- interviews with key people in the "beta" field
- other (please outline in box below)




Great interest Little interest No interest