In this episode of “What’s the Risk?” we take a look at the dilemma the never ending stream of ETF launches poses for investors.
You might have an existing portfolio, but there’s suddenly something new in the market that catches your eye. It might have lower fees, it might promise to target a particular theme you’re interested in, it might focus on a region or country you don’t have exposure to, what do you do?
It’s a dilemma that all of us will face from time to time, and with the arrival of Avantis into Australia with AVTG, AVTS & AVTE it poses a question for our advice business because Avantis shares a similar investment philosophy to us and we know the people in that business are very good at what they do.
We go through some of the things that our investment committee looks at, before adding a product to our model portfolios, and maybe that will help you decide whether you need to add a new ETF to your portfolio, or happily continue as you are because it might be a case of “if it ain’t broke, don’t fix it.”
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