ETFOptimize INSTITUTE


Educational Articles, Recommended Resources, Blog, Events, and Market Analysis


ETFOptimize Investment Institute




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 your source to access multiple features, including 'ETFOptimize Insights' – our premium market analysis that investigates the signals provided by our proprietary indicators, the ETF Investment Strategy Blog – your center for quick-reading, idea-generating investment articles.

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:

 

ETF Investment Strategy Blog  

'Quick Look' Weekly Report


A weekly compendium of the most critical factors affecting investment markets.
  The "Quick Look" Report is issued weekly and accompanies the weekly strategy update emails that sent to strategy subscribers every Sunday evening. These concise, straight-to-the-point articles show subscribers which fundamentals, news developments, or technical aspects of the market are the most dominant ones that will determine the outcome of equity and fixed income markets for the week ahead.

The "Quick Look" Report is available only to Premium Strategy subscribers only, but we have a complimentary, 90-day, sample strategy you can sign up for at no cost and no obligation (no credit card is required).

- Visit the weekly Premium 'Quick Look' (subscribers only)...



 

ETFOptimize Insights  

'Insights' - Analysis of Proprietary Quantitative Indicators


'Insights' provides investors with our unique, data-driven market analysis based on our proprietary, quantitative indicators, and is designed to offer perspective, generate ideas, and keep you informed about what to expect from the investment markets. 'Insights' examines the signals being generated by our proprietary indicators, which determine exposure to the market and ETF selection for our Premium Investment Strategies.

At this time, Insights is published intermittently – on an as-needed basis, and in the future will be available as either a monthly or biweekly feature. About one week after their original publication for ETFOptimize Premium Strategy subscribers, we make past issues of Insights available to the public.

Our Difference: Insights is distinctive from other market reports because its analysis is 100% data-driven, devoid of subjective opinion and offering an examination of changes in trends of the economy, fundamental market ratios, breadth analysis, technical signals, and other pivotal data points that drive investment performance.

This data-driven approach gives Insights a distinctly objective perspective, which sets it apart from the vast majority of investment analyst's recommendations that are commonly based on pure speculation, with a consistent upward bias with talking points that often serve as sales tools for the the firm's brokerage department and/or intended to boost the firm's investment banking clients. For this reason, much of the market analysis that's available to investors tends 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 more alpha than you can make elsewhere – in an easy-to-understand, straightforward way – because that's the reason you will continue to offer us your business.

Paid subscribers to any of our high-performance ETF strategies get the latest issue of 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 Insights highly valuable reading. To see this data the moment it is released, please subscribe to one of our high-performance ETF-based strategies. We also offer a 90-day, complimentary sample strategy subscription.

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




ETF Investment Strategy Blog  

'Investment Secrets' Blog


Providing you with actionable, ETF-oriented, market-based analysis, research, and educational articles.
Visit our blog for accessible articles written for the average investor and covering 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 interesting, insightful articles on a variety of fascinating subjects.

- Visit the ETF 'Investment Secrets' Blog...



 

Recommended Resources  

ETFOptimize 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 is demanded by discerning and informed investors. These listings provide the URL address and other appropriate contact information for companies, websites, advisors, and experts whom we can wholeheartedly recommend to our clients and customers based on positive, professional experience.

- Visit Our List of Recommended Resources...



 

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...

 

Much more coming soon!




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