What Are Smart Beta ETFs, Factor ETFs and Rules Based ETFs?
Smart beta ETFs are the same thing as a ‘Rules-Based’ and ‘Factor’ ETFs. Many professional investors call them ‘dump beta’ because they are untested and often cost more!
Active V Passive Investment Strategies
Active versus passive investing explained. Owen explains the difference between active and passive investing, ETFs, managed funds and index funds.
ETFs Versus Listed Investment Companies (LIC) Video
The difference between Listed Investment Companies (LIC) and Exchange Traded Funds (ETFs) might be small on the surface, but they can impact your investment returns significantly.
Management Expense Ratio (MER) & Indirect Cost Ratio (ICR) Explained
The Management Expense Ratio (MER) is an estimate of the total costs for investing in a managed fund, Exchange Traded Fund (ETF) or index fund.
Defined: The Meaning Of Basis Points, Bips and BPS
Basis points are a finance way for saying percentages. For most of us saying “basis points” is really a useless term and just makes finance more confusing.
How to Use IRR To Value Stocks (Video with Example)
How do you value shares or stocks using the Internal Rate of Return (IRR)? In this video, Owen explains how IRR can be used to value shares or stocks.
A Simple Explainer of What Is A Hedge Fund?
Defined: a hedge fund is a special type of managed fund. A hedge fund can use more than one type of investment strategy to generate returns.
Beginner Shares Series: Why Shares?
In part 1 of the free Beginner Shares Series Owen Raszkiewicz answers the most common beginner questions.
Beginner Shares Series: Setting Investment Goals
In part 2 of the beginner share investment series, Owen explains why it’s important to set some goals and have an investment plan before investing in shares.
VIDEO: Trading Halts Explained
In this video explainer, Owen answers what is a share market trading halt and why do they happen?
Explained: Choosing Superannuation Investment Options
Explained: Choosing investment options inside Super is scary, confusing and important all in one. This video explains all the questions about Superannuation investment strategies.
Explained: What Is A PDS, FSG and Terms?
In this video Owen explains Financial Services Guides (FSG), Product Disclosure Documents (PDS) and Terms for the finance industry — and what to look for.