Press & Media

We welcome journalists to contact Covestor for sources on investing, asset management and personal finance topics.

With internal experts and dozens of outside investment managers, we pride ourselves on providing knowledgeable sources for nearly any financial topic.

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Kalen Holliday

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Covestor in the news

China poses paradox for ETF investors

USA Today | May 1, 2015

China poses an interesting paradox for ETF investors writes Covestor’s CIO. The world’s second-biggest economy, which averaged 10% growth rates from 1980 to 2012, is decelerating. China grew 7% in the first quarter, the slowest pace since the 2009 global recession. Article quotes Steve Gluckstein, Managing Partner at Seaview Global Advisors and a Portfolio Manager on Covestor.

Covestor To Be Acquired by Interactive Brokers

PRNewswire | April 23, 2015

Covestor, an online investing marketplace, and Interactive Brokers Group, Inc. (NASDAQ GS: IBKR), the largest US electronic broker by daily average revenue trades, announced that they have entered into a definitive agreement under which Interactive Brokers will acquire Covestor.

Do you have too much Apple in your portfolio?

USA Today | April 1, 2015

For ETF investors, Apple stock is a lot like the Apple devices: It’s everywhere, writes Covestor’s CIO. Investors may be particularly overexposed to Apple, if they invest in the big-name, broad-market ETFs. Article quotes Ken Kam, CEO of Marketocracy and a Portfolio Manager on Covestor.

Healthy returns with medical-focused ETFs.

USA Today | March 2, 2015

Covestor’s CIO writes that investors who are interested in the health of their portfolios might wonder how to position themselves for sweeping changes taking place in how health care is done in America. Article quotes Thomas Yorke, Oceanic Capital’s Managing Director and a Covestor Portfolio Manager.

ETFs to stock up on the American dream

USA Today | February 2, 2015

Housing is back, writes Covestor’s CIO. Prices are rising. Sales are up. For the first time in years, market realities and political will seem to be moving in tandem in support of housing. Article quotes Charles Sizemore, chief investment officer of Sizemore Capital Investments and a Porfolio Manager on Covestor.

What exactly do online investment advisory services offer

American Association of Individual Investors Journal | January 2015

Among the financial industry’s latest innovations are online investment services. This article reviews Covestor and other services.

ETFs that profit from low oil

USA Today | January 5, 2015

Covestor CIO writes that falling oil prices - about $54 a barrel, the lowest since 2009 - are expected to continue in 2015. Covestor Portolio Manager Dan Plettner quoted.

15 investing ideas for 2015

US News & World Report / Yahoo! Finance | December 17, 2014

Covestor Portfolio Managers Barry Randall and Jane Edmondson quoted on their top investing ideas in this annual outlook. Randall is CIO of Crabtree Asset Management. Edmondson is founder of EQM Capital.

Boomers finding easier access to hedge funds

MarketWatch | December 17, 2014

Covestor’s CIO writes that a generation of investors nearing retirement is increasingly looking at alternative investments, such as commodities, real estate, private equity and hedge funds, not only to reach for higher returns but also to provide a hedge against risk through portfolio diversification.

Three retailer ETFs for the holidays

USA Today | December 1, 2014

Covestor’s CIO examines investments in the retail sector. Three retail ETFs are cited by Charles Sizemore, chief investment officer of Sizemore Capital Investments and a Porfolio Manager on Covestor.

This eye surgeon’s health care portfolio is up 32% in 12 months

TheStreet | November 10, 2014

Feature story on Bob Freedland, a Portfolio Manager on Covestor.

The Bill Gross Effect: Are Bond ETFs Better Than Managed Funds?

TheStreet | November 3, 2014

When "bond king" Bill Gross abruptly left Pimco last month, many fixed income investors -- usually a risk averse and restrained lot -- bolted in all directions. Billions of dollars poured out of the actively managed funds Gross created, much of it going into exchange-traded funds (ETFs). That touched off a debate: Does passive ETF investing in bonds work as well as it does in stocks?

Are online investors actually panicking at the sight of market volatility

InvestmentNews | October 21, 2014

Covestor’s Client Relations Director writes that Covestor clients have been calm, despite recent market volatility.

Bogle vs Pimco: Who is right?

CNBC.com | October 20, 2014

Covestor’s CIO examines whether bond-fund powerhouse Pimco or passive investing guru John Bogle have the right approach to bond investing.

Running an advisory practice in the age of the robo-adviser

InvestmentNews | October 16, 2015

Charles Sizemore, chief investment officer of Sizemore Capital Investments, writes about the benefits of managing portfolios on Covestor.

Volatility ETFs: A way to play a scary October?

USA Today | October 2, 2014

Mark Twain famously wrote that October is a particularly treacherous month to speculate in the stock market. "The others are July, January, September, April, November, May, March, June, December, August and February," he said.

Bill Gross and the risks of ’star power’ fund managers

MarketWatch | September 27, 2014

"Bond king" Bill Gross has been a regular prognosticator of what will happen in markets. But the lesson he taught us on Friday about some of the risks inherent in closed end funds investing is instructive as well.

‘Yelping’ financial advisers, not only restaurants

MarketWatch | September 22, 2014

Have you ever wanted to complain about your financial adviser? Does your adviser call you too often? Too seldom? Are you angry about the exorbitant fees you’ve discovered or, even worse, the lousy way your investments are performing? If so, you will soon have the chance to "Yelp" about it.

Caffeinate your retirement with low-cost funds

MarketWatch | September 22, 2014

Yes sometimes it’s nice to get some kind of $4 fancy, frothy espresso drink from your local coffee house. But it’s a lot more cost effective to get the majority of your caffeine boost from your ordinary coffee pot.

Tech companies hope investors will trust ‘robo-advisers’ over human ones

Washington Post | September 14, 2014

Covestor lets users automatically tie their own portfolios to that of a portfolio manager of their choice; both are Security and Exchange Commission-registered investment advisers.

Human vs. machine: Which financial adviser to choose?

Dallas Morning News | September 5, 2014

Human brainpower or computer algorithm? Which one would you rather trust with your money? A hot trend in investing is the growth of "robo-advisers". These companies provide investment management advice online with minimal human intervention.

Covestor Surpasses $1 Billion in Trades and Introduces Next Generation of Portfolio Sync

Covestor | July 24, 2014

Covestor today announced its next generation of Portfolio Sync, the trade replication technology it created to enable clients to automatically mirror the trades of established and emerging money managers. Portfolio Sync has now replicated over $1 billion worth of trades since its launch in 2009.

Feel invincible? Time to look at risk.

MarketWatch | July 22, 2014

Investors went through the most agonizing financial event of our lifetimes with the recent global financial crisis. But a couple of good years of growth in the market, and we as investors tend to forget how easily it can all fall apart.

Is Covestor Creating a New Fund Distribution Channel?

Mutual Fund Wire | July 10, 2014

Burgeoning online investing site Covestor just might be forging a new distribution channel for fund firms -- and disrupt the supermarket platform wars.

4 ways to build a billion-dollar dot-com

CNBC | July 10, 2014

In the same way we learned more than a decade ago that being a dot-com was not in itself a guarantee of success, today we’re learning that not all Internet marketplaces gain traction. So the question is, Why do marketplaces such as Zillow, Airbnb and Uber disrupt their industries, while others stumble?

Why new fund managers can beat those with experience

MarketWatch | July 3, 2014

Covestor CIO Sanjoy Ghosh in an article for MarketWatch discussed why emerging investment managers can beat those with more experience.

How to be the perfect copycat investor

Investopedia | January 14, 2014

Services such as Covestor enable an investor to link investment accounts to portfolios actively managed by other investors or investment professionals, and automatically mirror every investment move that the latter make.

The Wall Street Journal profiles Covestor

Wall Street Journal | November 5, 2013

The Wall Street Journal interviewed Covestor CEO Asheesh Advani for a story this week about how more financial advisers are embracing online investing websites. WSJ reporter Murray Coleman writes about how advisers and planners are using online-advisory services like Covestor to reach more investors.

Press resources

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  • Boston
  • MA 02110

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