Herb Blank is 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 Blank is 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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Latest Comments
Reviewing Market Signals As Warnings Increase
Since we're discussing seasonality and to bolster your point, Dr. Duru, September has been the worst average monthly return month of the year, so if one adopts a more defensive posture in August, maintaining it through September probably makes sense. Historically turbulent October is a more complicated issue because the turbulence has run both ways. It has been a month of crashes in some years and big upward moves in others.
Supermarket
Great commentary, Vivian. The only thing constant in life is inconstancy. The only thing constant in capital market decisions is uncertainty. Many risks abound on all sides b ut articles like this helps to focus on the most salient risks associated with the best opportunities.
A Lot Of Good News
Always good to read about good news. Thanks for posting @[Vivian Lewis](user:4662)
Why Investors Should Avoid Buying SPY And GLD
Thank you very much for your comment @[Andrew Armstrong](user:123431)
Rising Interest Rates Create Headwinds For Bonds In 2021
Very compelling analysis. Thank you, @[James Picerno](user:5143)
Global Investing Blog
@[Vivian Lewis](user:4662) - Thank you for the well-rersearched insights!
Global Investing Blog
@[Michael G Vivian](user:7887) Thank you for the well-researched insights @[Vivian Lewis](user:4662)
Not All Low Volatility ETFs Are The Same
Thank you for the kind words @[Farah Kincaid](user:7615)