Eduardo Repetto & Caitlin Ebanks - Opening the Avantis CAGE
3/19/202656 min
What if factor investing in Canada became as simple—and affordable—as buying a single ETF?
In this episode, we are joined by Eduardo Repetto, CIO of Avantis Investors, and Caitlin Ebanks, Director of ETF Strategy at CIBC, to unpack the long-awaited launch of Avantis ETFs in Canada. This conversation explores how a partnership built on client-first principles and fee discipline is bringing sophisticated, evidence-based investing strategies to Canadian investors in a dramatically more accessible way.
We dive into the structure and philosophy behind the new ETF lineup, including how Avantis applies factor tilts, why impl...
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First 90 secondsBenjamin Felix· Host0:00
[upbeat music] This is the Rational Reminder Podcast, a weekly reality check on sensible investing and financial decision-making from two Canadians. We're hosted by me, Benjamin Felix, Chief Investment Officer, and Cameron Passmore, Chief Executive Officer at PWL Capital.
Cameron Passmore· Host0:17
And welcome to episode four hundred and one. And Ben, the evolution continues, and this week we were joined by a guest that a lot of listeners will know, Eduardo Repetto of Avantis. We're talking about the launch of the Avantis ETFs in Canada, and the evolution certainly is continuing. We talked about that in the episode. I think it is an exciting time for investors in Canada.
Benjamin Felix· Host0:41
This is something that we've been asking Eduardo about since this is his third time, I believe, as a guest on the podcast. We've asked him every time, "When are you guys gonna come to Canada?" And they launched UCITS products for European investors first. They've launched in Australia, I think Eduardo mentioned as well, and now they're finally launching products in Canada in partnership with CIBC ETFs, which is pretty cool. And they talk about, Caitlin from CIBC and Eduardo talk a little bit about the sort of genesis of that partnership and the things that they had to agree on and did agree on for this whole thing to work from both of their perspectives. It's a super exciting time where we built some, I mean, Frankenstein's not quite the right term, but we hacked together some factor tilted model portfolios years ago. It's kind of the history of this podcast, where we were talking about dimensional funds,