Bringing you live news and features since 2006 

Chaikin Analytics launches new ETF investment research platform for advisers


Financial research provider Chaikin Analytics has launched PortfolioWise, a new platform offering proprietary, forward-looking ETF ratings. With increasing market volatility incited by the COVID-19 pandemic, PortfolioWise helps financial advisors build strong ETF portfolios, thereby enhancing investment outcomes and client engagement.

PortfolioWise uses Chaikin Analytics’ market-tested methodology to provide ETF ratings indicative of expected future performance. Unlike other approaches, the Chaikin methodology uses a combination of the technical characteristics of an ETF and the fundamentals of its underlying holdings to determine its potential to outperform or underperform the market.

The PortfolioWise platform offers a variety of advanced, integrated features enabling advisors to:

• Select and compare ETFs based on ratings, expense ratio, liquidity and other criteria. ETFs are rated from Very Bullish to Very Bearish and, since the ratings are quantitative and fund-family neutral, there is no bias.

• Build effective ETF portfolios meeting various investment strategies, risk tolerances and financial needs.

• Enhance client engagement with integrated visual communications to help clients understand the rationale for portfolio recommendations, changes and ETF selections. The reports and charts are fully compliant and ready for white-label presentation.

• Receive personalised and timely alerts about client portfolios that require attention.

• Stay informed about market shifts and opportunities with market and sector tracking tools.

“As volatility and uncertainty pervade the market, advisors need a resource that cuts through the noise and enables them to identify the best investments for their clients,” says Carlton Neel, CEO of Chaikin Analytics. “At the same time, advisors are under pressure to differentiate themselves versus other traditional advisors as well as robo-advisers. PortfolioWise helps address these issues with its unique methodology, which leads to better investment outcomes and improved client conversations.”

Latest News

Raymond James Investment Management plans to launch an ETF product platform in 2025 to support strong client demand in alignment..
Aniket Ullal, Director of ETF Data and Research at CFRA Research, has written a note looking at ETFs with exposure..
Tradeweb reports the following data derived from trading activity on the Tradeweb Markets institutional European- and US-listed ETF platforms...
iShares writes that its assets under management have reached USD4 trillion. The firm says this comes off the back of..

Related Articles

Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Andrea Busi, Directa SIM
Romain Thomas talks to Andrea Busi (pictured), CEO of Directa SIM, who explains why the online trading platform has just...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by