Category Archives: Charles

TGN Bull Extends, Plus 2025 Mid-Year Review

By Charles Boccadoro

Here are links to chart deck and video …

MFOP 2025 Mid-Year Review Chart Deck

MFOP 2025 Mid-Year Review Webinar Video

———–

We’ve scheduled our mid-year review webinar for Thursday (today), 3 July at 11 am Pacific (2pm Eastern). We will use MultiSearch ANALYTICS and PreSet Screens to highlight performance of funds across different market segments. Please join us by registering here.

A couple improvements Continue reading →

Daily FLOW Updates

By Charles Boccadoro

This week we announced daily updates to our MFO Premium fund flow tool; specifically, FLOW, which combines four plots for a single fund: total return, total net assets (TNA, aka AUM), total net flows, and daily or monthly flows (depending on how reported), each versus same time period. On funds that Lipper updates daily, like SPY, TIBIX, and in fact for most funds (approx. 11,500 oldest share classes; 26,000 all share classes), this tool will now enable users to assess performance and flows through the Continue reading →

MFO Premium Year-End Review 2024

By Charles Boccadoro

On Wednesday, 8 January, at 11 a.m. Pacific (2 p.m. Eastern), we will be conducting our year-end webinar to review funds and MFO Premium updates. If you can make it, please join us by registering here.

We will use MultiSearch Pre-Set screens and other custom criteria to review fund performance in 2024. MultiSeach is the site’s Continue reading →

You Too Can Start an ETF

By Charles Boccadoro

At Tidal … The ETF Masters: Launch, Manage, and Grow Your ETF. We are an award-winning, full service ETF platform managing 183 ETFs in partnership with 68 issuers and responsible for $29bn+ AUM. Build Your ETF.

At ETF Architect … Want to easily create an ETF? Build, launch, and manage it with us. An Affordable, Turnkey, and Transparent White Label ETF Platform. Learn how we’ve helped innovative firms create new ETFs, convert separately managed accounts (SMAS), mutual funds, and hedge funds into ETFs, and tap the power of our platform to lower costs and streamline operations for existing ETFs. Create Your ETF. (Here’s an excellent presentation.)

Continue reading →

MFO Premium Introduces ETF Benchmarks

By Charles Boccadoro

Our colleague Devesh Shah encouraged the incorporation of ETF Benchmarks into MFO Premium. Traditional benchmarks cannot be purchased. Similarly, category averages, which are the basis for much of the ratings on MFO Premium, also cannot be purchased. Establishing an ETF “benchmark,” Devesh argues, makes for a more relevant and practical comparison.

Furthermore, the Continue reading →

Morningstar Celebrates 40th Year – MICUS Chicago 2024

By Charles Boccadoro

Morningstar held its annual investment conference [Morningstar Investment Conference US (MICUS) 2024] last week in Chicago, on 26 and 27 June. It employed a new venue and conference schedule: The Navy Pier and a chock-full, two-day agenda. The 292-foot-wide Pier, which opened originally in 1916, and was “built by the city for the people, is the largest in the world, projecting east 3,040 feet into Lake Michigan. It remains the longest public pier in the world today.”

The occasion also Continue reading →