Beyond the Index: How Small Cap and REIT Investing is Advancing for ETF Investors

In this episode of Spotlight, Thalia Hayden @etfguide chats with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors. Topics covered include ETF… The post Beyond the Index: How Small Cap and REIT Investing is Advancing for ETF Investors appeared first on ETFguide.

Feb 14, 2025 - 11:04
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Beyond the Index: How Small Cap and REIT Investing is Advancing for ETF Investors

In this episode of Spotlight, Thalia Hayden @etfguide chats with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors.

Topics covered include ETF strategies for combating the shortcomings of traditional cap weighted market indexes. Financial advisors and ETF investors alike should take note.

Also discussed are investment opportunities for REIT, fixed income and energy investors. Finally, a new global equity ETF targeting natural resources is discussed and explained.

*ETF tickers mentioned in this episode*
ALPS Smith Core Plus Bond ETF (SMTH)
ALPS O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM)
ALPS Active REIT ETF (REIT)
ALPS Alerian Energy Infrastructure ETF (ENFR)
ALPS CoreCommodity Natural Resources ETF (CCNR)

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*To learn more about SS&C ALPS Advisors visit*
http://www.alpsfunds.com

#ETF #dividend #stockmarket #smallcap #fixedincome #reit #investing #highyield #retirementincome

The post Beyond the Index: How Small Cap and REIT Investing is Advancing for ETF Investors appeared first on ETFguide.