Educational Resources, Recommended Resources, Blog, Events, and Announcements

ETFOptimize Investment Institute


Welcome to the
ETFOptimize Investment Institute

Under Construction
This section of ETFOptimize is still being built, but some sections have
been started, such as the 'Recommended Resources,' the ETFOptimize Blog,


The 'ETFOptimize Investment Institute' is packed with actionable educational resources focused on quantitative investing, Exchange Traded Funds (ETFs), and market analysis. We hope you come to think this section of ETFOptimize as your 'go-to' educational resource for systematic investing using Exchange Traded Funds. While currently in its embryonic stages, we intend to focus a great deal of effort and attention on making this section of ETFOptimize an important resource for the industry.

The 'ETFOptimize Investment Institute' is composed of multiple features, including 'ETFOptimize Insights' – our premium weekly market analysis, the ETF Investment Strategy Blog – your center for quick-reading, idea-generating investment articles, and our ETFOptimize: Research & Education section, providing actionable, in-depth research by thought leaders who are involved in leading-edge segments of the investment community.

Also, the 'Investment Institute' includes a comprehensive selection of educational and industry resources – with systematic, ETF-based investing consistently at its core. We plan for the ETFOptimize Investment Institute to receive regular additions of fresh, in-depth original research, white papers, weekly-updated 'ETF Insights' market analysis, actionable blog posts, and information about upcoming conferences related to Exchange Traded Funds, Systematic Investing, and other pertinent events.

The objective of the 'ETF Investment Institute,' whenever possible, is to turn information into actionable investment performance. Contributors will include the staff of ETFOptimize as well as select outside professionals writing in subject areas where they have extensive expertise. We will invite specialists in various investment niches to compose articles for publication, as well as welcome unsolicited contributions by qualified and experienced professionals in their particular field. Rest assured that we will always keep the ETFOptimize Institute free of hyperbolic storytelling and product-hustling. Instead, the content will provide practical; educational resources always focused on enhancing your investment results.

Click the link to your resource choice below to access a menu of the content in each section:




'Optimized Insights' - Quantitative Market Analysis - Coming Soon

'Optimized Insights' provides investors with our premier, data-driven market analysis, designed to offer perspective, generate ideas, and keep you informed about what to expect from the market.

At this time, Optimized Insights will will be published intermittently, and in the future will be either monthly or biweekly feature. About one week after their original publication for ETFOptimize Strategy subscribers we make past issues of Optimized Insights available to the public.

Our Difference: Optimized Insights is distinctive from other market reports because its analysis is 100% data-driven, offering an examination of changes in trends of the economy, market-breadth, fundamental ratios, and other pivotal data points that drive investment performance. This data-driven approach gives ETFOptimize Insights an objective perspective, which sets it apart from the vast majority of investment analyst's work product that is often based on speculation and frequently biased towards promoting their investment banking clients. Much of the market analysis from large investment firms also tend to be prejudiced towards bullish forecasts to support the company's sell-side brokerage division.

ETFOptimize provides you with independent documentation of market-related facts, free from any partiality. The only bias we have is toward helping you make money, because that's the reason you will continue to return and offer us your business.

Paid subscribers to any of our high-performance ETF strategies get the latest issue of Optimized Insights each week upon its release.  Readers who are not yet subscribers can view the reports from this location, 1-2 weeks after their original publication, which most readers believe still provides data analysis that is current enough to make Optimized Insights highly valuable reading. To see this data the moment it is released, please subscribe to one of our high-performance ETF-based strategies.

- View the Index of our 'Optimized Insights' Archive...

ETF Investment Strategy Blog  

ETF Investment Strategy Blog

A quick-read of actionable, ETF- or market-based analysis, research, and educational articles.
Visit our blog for shorter, more accessible articles touching on the subjects of Exchange Traded Funds, quantitative investing, innovative investment approaches, industry developments, the US and world economy, changes in trends that affect your investments, and an array of discerning articles on a variety of fascinating subjects.
- Visit the ETF Investment Strategy Blog...


ETFOptimize Research & Education  

ETFOptimize Investment Research & Education - Coming Soon

The content in this section will provide readers with in-depth, proprietary investment research, white papers, and innovative analysis that delves into a variety of evergreen investment subjects not typically found elsewhere on the investment web. These disquisitions consist of original, data-based research, sometimes conducted by the ETFOptimize Strategy Development team, but also including submissions from highly-regarded leaders in various segments of the investment industry. (If you would like to submit an article, please contact us with pertinent details including your background and article specifics.)
- Original, Proprietary Investment Research and Education... (Coming Soon)


Recommended Resources  

Recommended Resources

We have vetted these well-established resources for many years and can vouch for their high level of quality, expertise, and accuracy – which the discerning and informed investor demands. These listings provide contact information for companies, websites, advisors, and experts whom we can wholeheartedly recommend to our clients and customers.
- Visit Our List of Recommended Resources...


Industry Conferences and other Events  

News, Announcements, and Events - Coming Soon

Readers can stay abreast of important information regarding the ETF industry, announcements about ETF or quantitative-investment -related conferences, and other items of interest and events that could affect you.
- News, Announcements, and Events... (Coming Soon)


Industry Conferences and other Events  

Site Updates/Improvements

To enhance your ETFOptimize user-experience, we always strive to improve this site's pages and features. When we make a change to the site, we will itemize those changes on the Site Updates page. If you have a suggestion for an improvement, please let us know.
- Site Updates and Improvements...


Site Features

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