Global ETF Strategy

Global ETF Strategy brings together BCA's renowned global macroeconomic framework with proven quantitative models and proprietary analytics to connect the dots from analysis to actionable ETF investment strategies. The service is delivered through a web-based platform giving you access to in-depth research and the latest ETF analytics.


LINK MACRO TO MICRO

Connect macro and sector research and market analysis to macro, fundamental and style-driven investment strategies.

GENERATE IDEAS

Use interactive screening tools to narrow down the universe and identify potential winners, with our proprietary model and a wealth of fundamental data.

VALIDATE IDEAS

Construct watch lists to replicate a portfolio, proposed strategy or ETFs of interest, which can be monitored and analysed.

COMPARE ASSETS

Choose a number of ETFs to directly compare individual factors.

ACCESS MARKET-LEADING INDEPENDENT RESEARCH & ANALYSIS

Thematic Research: In-depth analysis of how ETFs can be used to execute thematic and style-based investment strategies. Each report will provide detailed analysis for an investment case, sub-sector views, and fundamental research to present actionable ETF investment and asset allocation recommendations.

Market Updates: A review of BCA's proprietary ETF Model, changes within the market and updates on BCA sub-sector views and recommendations. The report will also provide an update on BCA's ETF Investment Portfolios.

TAILOR THE INSIGHTS

Webcasts: A monthly interactive webcast with the lead Analyst reviewing specific sectors and market trends and answering questions from clients.

Analyst Call: A regular call with the lead Analyst to help integrate our research into a client's investment focus and strategy.


TESTIMONIAL

"ETFs have evolved over the past few years to become a mainstream asset class. By linking specific ETFs to market views and analysing the BCA quant score, we are able to quickly and effectively turn BCA's market-leading analysis into actionable investment strategies."

U.S. Portfolio Manager

Doug Peta

Chief Strategist


Doug Peta joined BCA Research in 2010 as a Senior Editor with the U.S. Investment Strategy service and was promoted to Managing Editor in 2014. Doug has over 15 years of investment experience and has worked as a market strategist and financial services analyst within the money management industry, as well as a trader on both the buy and sell sides. He is a 1992 graduate of the University of Virginia, and a 1998 graduate of the University of Chicago Graduate School of Business, where he earned an MBA (Hons). Doug is also a CFA charter holder.



BCA Research Survey


As part of our commitment to deliver the highest quality investment research and analysis with the best user experience, we would appreciate your feedback by filling out this short survey. Thank you for your co-operation.


1. How often do you log-in to BCA's website?
Not often
Daily
Bi-weekly
Weekly
Monthly
Quarterly
Ad-hoc

2. How would you rate your interactions with BCA Research? (5 being very satisfied, 1 being very dissatisfied)
  N/A 1 2 3 4 5
A. Finding and accessing subscribed research content
B. Delivery mechanism for reading research online
C. Meeting with Strategists (breakfasts, webcasts, etc.)
D. BCA events (conferences, etc.)
E. Answering ad-hoc research queries
F. Subscription and billing process
G. Regular interaction with dedicated account manager
H. Other comments

3. How would you rate BCA's website? (5 being very satisfied, 1 being very dissatisfied)
  1 2 3 4 5
A. Visual appeal
B. Organisation, navigation and structure of BCA's website
C. Consistency with other aspects of BCA's offerings (PDF, etc.)
D. User-friendliness and ease of use
E. Performance of loading content
F. Other comments

4. Which of the following mobile features are most important for you? (tick 3 most important)
A. Reading full research reports
B. Receiving a morning daily briefing on critical research topics
C. Searching for key indicators or analytics on markets of interest
D. Receiving short intra-day research alerts
E. Reading BCA blogs/microblogs
F. Listening to podcasts or watch webcasts on key research topics
G. Interact with other BCA users (e.g. sharing content and comments)
H. Accessing BCA Edge/Analytics
I. Interacting with BCA Strategists to answer research questions
J. Networking with other BCA clients

5. How would you rank your overall satisfaction level for your user experience with BCA? (5 being very satisfied, 1 being very dissatisfied)
1 2 3 4 5

6. Which other Investment Research Applications do you use on a regular basis?
A. List of applications (in priority order of preference if possible)

7. Other Information
A. Job Title
B. Age bracket less than 30
30 - 39
40 - 49
50 - 59
60 plus