About
First US Portfolio Manager of ETFs, also the first 9 funds to trade on the NYSE and to be…
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Articles by Herbert
Activity
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This week's ValuEngine Inc. weekly strategy update is now published. URL is https://lnkd.in/eA_tMHXy Sign up on the site to receive these updates…
This week's ValuEngine Inc. weekly strategy update is now published. URL is https://lnkd.in/eA_tMHXy Sign up on the site to receive these updates…
Shared by Herbert Blank
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This is an exceptional time in the markets - please read more about Lam Research ( LRCX), Vertiv Holdings (VRTV) and other profiled stocks and ETFs.
This is an exceptional time in the markets - please read more about Lam Research ( LRCX), Vertiv Holdings (VRTV) and other profiled stocks and ETFs.
Shared by Herbert Blank
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ValuEngine Inc. Strategy Update Blog now published. https://lnkd.in/eJqDFDMU Although our models still favor tech stocks over all other State…
ValuEngine Inc. Strategy Update Blog now published. https://lnkd.in/eJqDFDMU Although our models still favor tech stocks over all other State…
Shared by Herbert Blank
Experience
Education
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New York University - Leonard N. Stern School of Business
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Activities and Societies: Research Assistant for Dr. Lawrence White, Associate Professor of Economics
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Licenses & Certifications
Volunteer Experience
Publications
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Using NDX Options Strategies to Improve Risk-Adjusted Returns
Savvy Investor.com
Article on Buy-Write Strategies using NDX Options on QQQ portfolios to mitigate risk, produce income and improve risk-adjusted returns.
Other authorsSee publication -
Using Alternative Research Data in Real World Portfolios
Journal of Investing
See publicationA review of the different types of alternative research data that can be used in quests to enhance returns and reduce risks. One alpha-generating methodology is explored and tested in depth for its efficacy in predicting gains and losses in consumer brand companies' market share.
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Corporate Treatment of Veterans as an ESG Factor and a Potential Source of Incremental Returns
St. John's University Review of Business - Interdisciplinary Journal of Risk and Society
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The Case for Reverse Cap-Weighted Indexing
Savvy Investor
See publicationWe explore whether reverse-cap weighting provides a viable alternative to the momentum, concentration, and anti-value biases inherent in capitalization weighted indices.
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Outsmarting Smart Beta - Exploiting Factor Cyclicality
ResearchGate
See publicationwith Shannon Greene -
This paper summarizes the development of Smart Beta investing and its current popularity then compares it to a 60+ factor method that has been in active use since 1996.
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Best Practices in ESG Investing
Journal of Investing
See publicationThe Journal of Investing Summer 2016, 25 (2) 103-112; DOI:
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Global Index Families
Fabozzi Book, "Perspectives on Equity Indexes"
Chapter about the landscape, genesis, and applications of global index families in the early part of this century
Other authorsSee publication -
Employing Sector and Security Factors to Enhance Global Index Returns
ETFs and Indexing / Institutional Investor Journals
Exploring which systematic risk factors tend to distinguish company stocks in developed European markets from those in developed Asian markets
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Applying the ETF Structure to Active Equity Portfolio Investment
Dow Jones Journal of Index Investing
One of the first articles ever published on how active stock selectors could co-op the ETF Structure for efficient and transparent ETFs
Other authorsSee publication -
EMU, Diversification, and LoCorr2
Journal of Indexes
See publicationDiversifying internationally in the face of increasing correlations among countries and even continents is a problem now and may well become more so in the future. Blank tackled a particularly thorny example, a client needing the right kind of large cap diversification using European stocks for a large cap US portfolio. Blank came up with a solution that points the way toward broader research, and maybe similar solutions beyond both large cap and Europe.
Honors & Awards
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CERTIFICATE RECIPIENT - GRI Training Module on Defining Report Content
Global Reporting Initiative
successfully completed the
GRI Certified Training Module on Defining Report Content
based on G3/G3.1 Reporting Guidelines -
Plaque - Chapter President: 1997 - 2005
QWAFAFEW-NYC
Languages
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French
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Organizations
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Eagle Alpha Expert Hub
Expert in Data Assessment
- PresentAvailable to Eagle Alpha clients for expert consulting sessions
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The Transparency Task Force
Ambassador for Transparency
- PresentThe Transparency Task Force seeks to make the investment and finance industries more transparent and more trustworthy.
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Women In ETFs
Member
- PresentMember and Supporter - Promote events to my networks and in my groups - Great organization.
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Society of Quantitative Analysts
Member
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Skytop Strategies
Board Member and Blogger
-Assist with Conference Programs, Audience Development, Strategic Advice and Author a Blog
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QWAFAFEW
Chairman - Steering Committee, President
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The ongoing conflict in the Middle East has energy in sharp focus - as in oil, gas, infrastructure and energy alternatives. It's been a volatile part…
The ongoing conflict in the Middle East has energy in sharp focus - as in oil, gas, infrastructure and energy alternatives. It's been a volatile part…
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ETFthemes.com Daily Report + Thematic Thursday - A Double Whammy of Thematic Signals - The 4/17 setup points to a thematic market where software…
ETFthemes.com Daily Report + Thematic Thursday - A Double Whammy of Thematic Signals - The 4/17 setup points to a thematic market where software…
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The New York launch was a moment I won't forget — and now William Burckart and I are taking the show to #London. Last Monday, at the 5th Annual…
The New York launch was a moment I won't forget — and now William Burckart and I are taking the show to #London. Last Monday, at the 5th Annual…
Liked by Herbert Blank
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Latest ValuEngine Weekly Strategy Update: https://lnkd.in/e8ji_E7e Thanks to Rajesh Jain and Paul Henneman
Latest ValuEngine Weekly Strategy Update: https://lnkd.in/e8ji_E7e Thanks to Rajesh Jain and Paul Henneman
Shared by Herbert Blank
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The world waits with baited breath as the US global rampage moves on from just tariffs to aggressive military actions against smaller nations. With…
The world waits with baited breath as the US global rampage moves on from just tariffs to aggressive military actions against smaller nations. With…
Shared by Herbert Blank
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Astoria Portfolio Advisors LLC seeks to benefit from rising prices and inflationary pressures globally with a diversified basket of equities tied to…
Astoria Portfolio Advisors LLC seeks to benefit from rising prices and inflationary pressures globally with a diversified basket of equities tied to…
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