Herb Blankis a senior quantitative analyst at ValuEngine and senior consultant and practice leader in the Global Finesse Product Strategy and Implementations Consulting Practice. He has more than 40 years of experience in financial product innovation and quantitative analysis. Recognized as a ...
moreHerb Blankis a senior quantitative analyst at ValuEngine and senior consultant and practice leader in the Global Finesse Product Strategy and Implementations Consulting Practice. He has more than 40 years of experience in financial product innovation and quantitative analysis. Recognized as a pioneer in the Exchange Traded Fund (ETF) industry, Herb established the first family of ETFs to trade on the NYSE and was portfolio manager for the fund. Herb is credited with the product development and launch of iShares, GLD, and X Shares. He is also well known for his development of the construction and maintenance methodologies for Dow Jones Global Indexes.Herb has considerable experience in working with unconventional and alternative data sets and applying them to investment applications. His work in developing SRI and ESG indexes and portfolios since 1987 fall into this category. He also assisted Thomson Reuters for the creation and maintenance of the Thomson Reuters Corporate Responsibility Ratings and Indexes and worked with theory founder Dr. Steve Ross to create and manage APT-driven factor portfolios a forerunner of todays smart Beta indexes and ETFs.Firms that have engaged Herbs expertise include: Brand Loyalties; Haugen Equity Signals; James Investment Research; Exponential ETFs; Deutsche Bank; NYLIM; Thomson Reuters; NYSE; UBS; Morningstar; S-Network Global Indexes; World Gold Council; BGI (now part of Blackrock); Rapid Ratings International; XShares; and Fidelity Bank (now part of Wells Fargo).Herb frequently publishes industry white papers and articles, and is credited with having a large network of institutional investment professionals, RIAs, and wealth managers. Mr. Blank also serves as Steering Committee chairman for QWAFAFEW, an industry society for quantitative analysis and investment professionals. His MBA in Finance is from NYU Stern; his BA in Mathematics is from University of Pennsylvania.
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Searching For The Next Generation Magnificent Seven
I've also made a Powerpoint presentation based upon the research in this article. Please let me know if you are interested.
Tech Sector Is Hot, But Returns Vary Widely Across ETFs
I wrote something similar about these ETFs vs. market in general a few weeks ago. And so, I heartily concur with your article, James Picerno
A Graphic Exposition On Seasonality In Key Macro Indicators
Thank you Menzie Chinn, this research is very compelling and applicable to something I am working on now.
Consolidative Session, Even If Not Turn Around Tuesday
Greaat summaries on a complex global situation. Great to read your take on thinks, Marc.
Major Asset Classes August 2022 Performance Review
Very good article Jim
Trustworthy Companies Offer Superior Investment Returns With Less Risk
Clarification that HP Inc. (Newish Ticker Symbol: HPQ, no longer HWP) is the company formerly known as Hewlett Packard Inc. and is the company in the top ten.
HP is still the ticker symbol for Helmerich & Payne, a longtime oil service and equipment company. That company did not make this list.
Recession Risk Rises But US Still Expected To Grow In Q2
Extremely well covered. Thank you Jim Picerno. I'm not sure that we won't get a technical recession and we'll probably weed out some companies with balance sheets too weak to survive a credit crunch. But until supply outstrips demand, I don't see an actual classic recession with massive layoffs and an avalanche of reduced sales taking place. Last quarter and possibly this quarter is a result of sticker shock holding off fulfillment of pent-up demand on a temporary basis. Permanently, we should weather this storm by 2023 if not before.
Dividend-Yield Factor Offers Port In Equity Storm This Year
James Picerno
Absolutely correct James Picerno. As I've written in my blog, some ETFs that have combined low volatility, high dividend yield, high solvency and relatively low valutations have actually managed positive returns year-to-date. Very few other non-single-industry, non-derivative and non-inverse ETFs have managed to do this.
Market Forecasts For 4th Quarter 2021 And Beyond
I did not list in the Tickers covered portion 3 stocks mentioned in the article with purchase recommendations: AMC Entertainment ($AMC), Intella Theraputics ($NTLA) and SolarEdge Tech. ($SEDG). Please excuse the oversight. All the reports are available free of charge.
Are Equally Weighted Portfolios Intrinsically Superior To Cap Weighted Portfolios? - A Case Study Using S&P 500 ETFs
You are welcome. Very kind of you to say.