Choosing the right index for your investment goals can be a daunting task, especially when there are millions of options available.
How do you know which one is best suited for your risk tolerance, time horizon, and expected returns? How do you evaluate the performance and design of different indexes and ETFs?
These are some of the questions that many investors face when they enter the world of index-linked products.
In this episode, Greg DuPont chats with Laurence Black, Founder of The Index Standard®, a company that rates and evaluates ETFs and indices used in the insurance and structured product space. They explore the challenge of choosing the right index among the many available and the importance of forward-looking due diligence. Laurence emphasizes the need for diversification and preparing for unforeseen events in the investment world.
Together they discuss:
- The importance of taking a forward-looking approach when choosing an index
- The Index Standard’s three-step forecasting process
- The significance of diversification in dealing with unknown risks and protecting oneself in the investment world
- The benefits of exchange traded funds (ETFs) compared to mutual funds
- How The Index Standard evaluates and categorizes the largest index-linked ETFs based on their robustness and design
- The valuable insights you’ll gain from the training with Laurence, simplifying the complexity of insurance indices for informed decision-making
- And more!
Related: The Role of Influence in the Mindset Pillar of Financial Advocacy