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Management Consulting Consultant
Management Consulting Consultant
New mentor!
Member since 2026
  • Mexico City
About the mentor
  • I have been working in the ETF industry as a consultant since 2016. I provide ETF and mutual fund data and analysis of new weekly globally listed ETFs/ETPs and US domestic funds as a consultant to overseas investors; I analyze and classify each new ETF/ETP providing all the required data including fees and investment strategy among other ETF data points. In addition, I created a weekly newsletter which details all the new globally listed ETFs and ETPs. In addition, I provide daily news regarding the ETF space such as new launches, closures, index changes, and fees reduction among other corporate actions. I have worked with clients such as David Abner, ETFGI and Sustainable Investing (Henry Shilling). I have analyzed all the ETFs that have launched in the world since 2017.
  • I created the first ETF focused class in Latin America. Students learn in this class how to use ETFs, how they work, with the objective of improving investors performance. The class is structured in different modules that teach the students the ETF Toolbox, how to create an ETF Due Diligence, how to select ETFs into a portfolio.
Expertise
  • Asset Management
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