LSEGWe closed London's marketsRead the story →
← OTA LEADERS

OTA LEADERSHIP INDEX

Eric Balchunas

ARCHETYPE

The Navigator

Judgement in the fog, money, risk and the call others cannot make.

Eric Balchunas earns the Navigator designation by making the ETF landscape legible to anyone willing to look. His frameworks, from 'the terrordome' to 'the great cost migration,' turn fee compression and investor psychology into repeatable, orienting language. The MP3-versus-CD analogy captures his signature move: he does not merely describe structural shifts, he converts them into forward-pointing signals that both insiders and outsiders can steer by.

IN THEIR WORDS, WHY NAVIGATOR

I call it the great cost migration. I call it the fee wars. This is why I call the ETF industry the terrodome, because it is brutal. If you're an issuer, everybody's cutting fees all the time.

DESCRIBING ETF FEE COMPETITION

Once you get under ten and you're in like irresistible area, people go gaga for something that's got the single digit basis point fee.

EXPLAINING INVESTOR FEE THRESHOLDS

ETFs are sort of the vehicle for the twenty first century. I've often compared them to the MP three, whereas the mutual fund is kind of like a compact disc.

CONTRASTING ETFS WITH MUTUAL FUNDS

MASTERS IN BUSINESS

Masters in Business: “At the Money: Why Fees Really Matter”

LISTEN AT THE SOURCE ↗
Eric's full six-dimension Leadership Index profile is held pending their validation. The archetype shown is the OTA analyst-rated read. How we read a leader →

THE RECORD IS CHECKABLE