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Trillions ETFs Podcast

Welcome to the new age

A new age of investing has arrived with the explosive growth of a new investment vehicle - the exchange traded fund (ETF). ETFs are allowing investors instant, on-demand access to markets that might otherwise be beyond their reach. This podcast will dive into the key drivers of this evolution and the continued innovation in this space.

How ETFs gain an edge from AI

By Tom Lydon, Joe Staines and Yasmin Dahya

Innovation and new technology are fundamentally changing how we invest. In the second episode of “Welcome to the New Age,” we examine how technology is enabling investors to capture factor exposures and dive into applications of artificial intelligence in the Asset Management space.


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1 JPHF Awarded Best New Alternatives ETF and Best New Active ETF by ETF.com

1 Awarded to the most important alternatives ETF launched in 2016. Awarded to the most important new actively managed ETF launched in 2016, regardless of asset class. Only ETFs with inception dates after Dec. 31, 2015, were eligible. ETF must be classified as "Active per SEC" by FactSet to qualify.

ETF.com Award winners are selected in a three-part process designed to leverage the insights and opinions of leaders throughout the ETF industry. Step 1: The awards process began with an open nomination period running from Dec. 5, 2016, through Jan. 4, 2017. ETF.com received hundreds of nominations from participants in all corners of the ETF space. Step 2: Following the open nominations process, the ETF.com Awards Nominating Committee-made up of senior leaders at ETF.com, Inside ETFs and FactSet-voted to select up to five finalists in each category. Votes were tallied on a majority basis. Step 3: Winners from these finalists were selected by a majority vote of the ETF.com Awards Selection Committee, a group of independent ETF experts. Committee members recused themselves from voting in any category in which they or their firms appeared as finalists. Ties were decided where possible with head-to-head runoff votes. Voting was completed by Jan. 20, 2017, but results were kept secret until their announcement at the ETF.com U.S. Awards Dinner on March 30, 2017.

J.P. Morgan Asset Management and JPMDS are not affiliated with ETF.com.

The performance quoted is past performance and is not a guarantee of future results. Investment returns and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than original cost. Current performance may be higher or lower than the performance data shown. For performance current to the most recent month-end please call 1-844-4JPM-ETF.

Investing involves risk, including possible loss of principal. International investing involves a greater degree of risk and increased volatility. Changes in currency exchange rates and differences in accounting and taxation outside the U.S. can raise or lower returns. Also, some overseas markets may not be as politically and economically stable as the United States and other nations.

Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments involve greater risks than traditional investments and should not be deemed a complete investment program. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain. The value of the investment may fall as well as rise and investors may get back less than they invested.

ETF Innovation

By Tom Lydon and Yasmin Dahya

Tom Lydon, Editor & Publisher of ETF Trends, and Yasmin Dahya, Head of Americas Beta Specialists at J.P. Morgan Asset Management, discuss the evolution of ETFs and the innovation that’s to come in the space – live from Inside ETFs.


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1 JPHF Awarded Best New Alternatives ETF and Best New Active ETF by ETF.com

1 Awarded to the most important alternatives ETF launched in 2016. Awarded to the most important new actively managed ETF launched in 2016, regardless of asset class. Only ETFs with inception dates after Dec. 31, 2015, were eligible. ETF must be classified as "Active per SEC" by FactSet to qualify.

ETF.com Award winners are selected in a three-part process designed to leverage the insights and opinions of leaders throughout the ETF industry. Step 1: The awards process began with an open nomination period running from Dec. 5, 2016, through Jan. 4, 2017. ETF.com received hundreds of nominations from participants in all corners of the ETF space. Step 2: Following the open nominations process, the ETF.com Awards Nominating Committee-made up of senior leaders at ETF.com, Inside ETFs and FactSet-voted to select up to five finalists in each category. Votes were tallied on a majority basis. Step 3: Winners from these finalists were selected by a majority vote of the ETF.com Awards Selection Committee, a group of independent ETF experts. Committee members recused themselves from voting in any category in which they or their firms appeared as finalists. Ties were decided where possible with head-to-head runoff votes. Voting was completed by Jan. 20, 2017, but results were kept secret until their announcement at the ETF.com U.S. Awards Dinner on March 30, 2017.

J.P. Morgan Asset Management and JPMDS are not affiliated with ETF.com.

The performance quoted is past performance and is not a guarantee of future results. Investment returns and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than original cost. Current performance may be higher or lower than the performance data shown. For performance current to the most recent month-end please call 1-844-4JPM-ETF.

Investing involves risk, including possible loss of principal. International investing involves a greater degree of risk and increased volatility. Changes in currency exchange rates and differences in accounting and taxation outside the U.S. can raise or lower returns. Also, some overseas markets may not be as politically and economically stable as the United States and other nations.

Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments involve greater risks than traditional investments and should not be deemed a complete investment program. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain. The value of the investment may fall as well as rise and investors may get back less than they invested.

Fast, Good, Cheap

By Joel Weber and Eric Balchunas

Collectively, exchange-traded funds, or ETFs, are doubling assets every few years. In order to achieve a feat like that in finance you need some attractive qualities. The ETF happens to have many. You can almost think of these as a disruptive technology, akin to the MP3 or Uber.

On the first episode of Bloomberg's new podcast, Trillions, we break down in plain English what exactly makes ETFs so popular and powerful. Together, these elements are why ETFs are democratizing investing. And they’re not done transforming the investment industry yet, either.

This podcast has been created by Bloomberg L.P. and sponsored by JP Morgan Asset Management. Bloomberg L.P. is not affiliated with J.P. Morgan Chase & Co. or any of its affiliates or subsidiaries.

Shares are bought and sold throughout the day on an exchange at market price (not NAV) through a brokerage account, and are not individually redeemed from the fund. Shares may only be redeemed directly from a fund by Authorized Participants, in very large creation/redemption units. Brokerage commissions will reduce returns.


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The Paradox of Choice

By Joel Weber and Eric Balchunas

Right now there are about 2,100 ETFs -- 2,078 if you want to get specific about it. That’s a lot of stuff to choose from. How should you approach navigating a store with this much selection? One aisle at a time.

On the second episode of Bloomberg’s new podcast, Trillions, we take a stroll through the most popular aisles to meet some ETFs and get a better sense of the offerings. From the Cheerios of equities to the fresh produce of bonds, this episode provides an entertaining and incredibly simple way to make sense of ETFs and why they allow investors to ride capitalists’ coattails.

This podcast has been created by Bloomberg L.P. and sponsored by JP Morgan Asset Management. Bloomberg L.P. is not affiliated with J.P. Morgan Chase & Co. or any of its affiliates or subsidiaries.


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Under the Hood

By Joel Weber and Eric Balchunas

What questions should you ask about an ETF before you make an investment? What about when two or three ETFs seem practically the same? In this episode, Todd Rosenbluth, a mutual fund and ETF analyst with CFRA, joins the podcast to discuss his due diligence checklist. This is a topic that can get weedy in a hurry; if you're new to ETFs, just think of it like you’re looking under the hood of a car. Start by evaluating the holdings, weightings, and costs, and then you can start wading into next-level stuff like liquidity and volatility.

This podcast has been created by Bloomberg L.P. and sponsored by JP Morgan Asset Management. Bloomberg L.P. is not affiliated with J.P. Morgan Chase & Co. or any of its affiliates or subsidiaries.


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Talking recipes with a Master Chef

By Joel Weber and Eric Balchunas

On the fourth episode of Trillions, we get a first-hand look at how a professional builds ETF portfolios that work for different types of investors with varied goals. We look at how ETFs are chosen and assembled as well as the psychological methods that are used to keep investor eyes on the prize, and not the market.

This podcast has been created by Bloomberg L.P. and sponsored by JP Morgan Asset Management. Bloomberg L.P. is not affiliated with J.P. Morgan Chase & Co. or any of its affiliates or subsidiaries.


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Inside “Inside ETFs”

By Joel Weber and Eric Balchunas

What do you get when you cross ComiCon, the Catalina Wine Mixer and low-cost passive investing? You get “Inside ETFs,” the world’s largest ETF conference, which is getting bigger and more colorful by the year, in no small part to the growing mountain of flows coming into ETFs each year.

This podcast has been created by Bloomberg L.P. and sponsored by JP Morgan Asset Management. Bloomberg L.P. is not affiliated with J.P. Morgan Chase & Co. or any of its affiliates or subsidiaries.


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This ETF is Rated R

By Joel Weber and Eric Balchunas

Movies get ratings, so why not ETFs? After all, there are more than 2,100 ETFs, with one new one launching every day, that provide exposure to every asset class, sector, region, country, commodity, currency, factor, theme, derivative and strategy that you can think of, as well as some you’ve never heard of. In this episode, Joel and Eric discuss the recent market turbulence, welcome Eric’s new colleague James Seyffart to the show, and also introduce Bloomberg Intelligence’s new "ETF Spotlight" System.


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Hedging the Market with ETFs is Even Trickier Than it Looks

By Joel Weber and Eric Balchunas

The last few weeks have reminded investors that the market can go down as well as up (who knew?) Hedging can help lessen the downside for a portfolio, and ETFs can aid with that cause. On this week’s show, Joel and Eric discuss the pros and cons of the various approaches, including volatility products, inverse funds, hedge fund strategies, gold, put options, treasuries and cash.


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