The evolution of ETFs

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About the Episode

Exchange-traded funds (ETFs) have grown in popularity and breadth since the early 2000s. How can investors assess potential pitfalls and conduct proper due diligence? Jason Richey, CFA, Co-Portfolio Manager at Cougar Global Investments, joins Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, to trace the history of ETFs and consider the future.

About our Guest

Jason Richey is a Portfolio Manager on Cougar Global’s investment team. He analyzes the firm’s independent research, assists with maintaining the firm’s proprietary financial models, and monitors the ETF landscape for new ideas. He also contributes in formulating Cougar’s macroeconomic outlook and key fundamental asset class views.