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 30 years of experience in financial ... more
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 30 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 today’s smart Beta indexes and ETFs.
Firms that have engaged Herb’s 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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| AAPL | Apple Inc. |
| BDCS | UBS ETRACS Wells Fargo Busn Dev Co ETN |
| CMTBX | Columbia Masters International Equity Portfolio |
| DIS | The Walt Disney Company |
| DPMZX | Dreyfus Connecticut Fund Class Z |
| EDOG | ALPS Emerging Sector Dividend Dogs ETF |
| EXWAX | Manning & Napier Fd Inc.World Opportunities Srs |
| F | Ford Motor Company |
| FMC | FMC Corporation |
| GBKNF | GRAUBUENDNER KANTONA |
| GIS | General Mills Inc. |
| GUARY | GUARANTY TR 144A BK |
| HGSD | WisdomTree Global Hedged SmallCp Div ETF |
| JBLU | JetBlue Airways Corporation |
| JPONZ | |
| K | Kellogg Company |
| LUV | Southwest Airlines Co. |
| MCD | McDonald's Corporation |
| MDY | MidCap SPDRs |
| MO | Altria Group Inc. |
| MRAIF | MRC Allied Inc |
| PBP | PowerShares S&P 500 Buy Write Portfolio |
| PCEF | PowerShares Exchange-Traded Fund Trust II |
| PGSMX | Putnam U.S. Government Income Trust Class M |
| QQQ | PowerShares QQQ Trust Series 1 |
| RYL | Ryland Group Inc. |
| SBIO | ALPS Medical Breakthroughs ETF |
| SDOG | ALPS ETF Trust |
| TM | Toyota Motor Corporation |
| TSLA | Tesla Motors Inc. |
| VEU | Vanguard FTSE All-World ex-US ETF |
| VPU | Vanguard Sector Index Funds |
| VRCC | VERTICAL COMMUNICATN |
| VRIRX | Van Kampen 2050 Retirement Strategy Fund Class R |
| VTI | VANGUARD TOT STK MKT ETF |
| VWO | Vanguard FTSE Emerging Markets ETF |
| WDFC | WD - 40 Company |
| WSM | Williams-Sonoma Inc. |
| XBI | SPDR S&P Biotech ETF |
| XMPT | Market Vectors ETF Trust |
| XOP | SPDR S&P OILGAS EPL ETF |
| XSVCX | Firsthand Technology Value Fund Inc |
| YYY | YieldShares High Income ETF |
Latest Comments
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.
Deep-Value ETF Report: Wednesday, June 16
Terrific analysis Jim. Defining Value or Deep Value is always subject to interpretation and forensic accounting adjustments but this is a very good documentation of the overall trend this year. I just posted a blog here in TalkMarkets today on the ETFs in the Consumer Staples Sector. They are not Deep Value but is less susceptible to downturns and sudden idiosyncratic jolts.. Those fearing a market reversal rather than just a rotation while remaining invested in US Stocks may wish to check it out in my feed.
Jim, it is always a pleasure to read your updates.
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)