All ETFs Guide articles

  • ETF Guide 2010
    Special Report

    Versatile and resilient on the path to maturity

    ETFs Guide 2020

    The ETF market continues its penetration across asset classes beyond equities, its traditional area of activity: According to data from ETFGI, fixed income ETFs account for the largest proportion of net new assets for the second year running and now represent 20% of the market, while commodities ETFs grew 30% in value in the year to July. 

  • Rima Haddad
    Special Report

    Getting what you pay for

    ETFs Guide 2020

    Price wars are nothing new for passive asset managers, but the contest has been particularly intense in the exchange-traded funds (ETF) space as new and existing players jostle for position. While low cost is always a draw it is clearly not the only factor in the investment decision process.

  • Average bid:ask spread, March 2020
    Special Report

    Fixed income ETFs: a turning point for European pension funds

    ETFs Guide 2020

    Over the past decades, European pension funds have experienced many changes and challenges. Through it all, the European DB market has continued to de-risk, while DC systems have become the new normal. 

  • Special Report

    ESG: remarkable progress, evolving indices and futures growth

    ETFs Guide 2020

    The unprecedented economic turmoil caused by the COVID-19 virus has led for calls to reshape the global economy to make it fairer and more environmentally sustainable. Campaigners are challenging governments to direct their record stimulus funds towards projects and investments that benefit broader society.  

  • Eric Wiegand
    Special Report

    ESG integration demands definitions and data

    ETFs Guide 2020

    The first ETF in Europe that focused on environmental, social and governance (ESG) factors was launched by iShares in 2006. 

  • Ways to align investment goals with iShares sustainable strategies
    Special Report

    Five reasons pension funds are considering indexing for sustainable investing

    ETFs Guide 2020

    Sustainable indexing gives pensions the clarity they need to build more sustainable portfolios, for the following reasons:

  • Samara Cohen
    Special Report

    Classification: not for everyone

    ETFs Guide 2020

    In May 2020, BlackRock, State Street Global Advisors, Invesco, Charles Schwab Investment Management and Fidelity Investments set out a new idea that would, they said, re-classify certain types of exchange-traded products and benefit investor transparency. 

  • Stark divergence
    Special Report

    Emerging market equities: a changing landscape worth revisiting

    ETFs Guide 2020

    Emerging market (EM) equities form an important part of many European pension fund growth portfolios today. Investors are keen to capture excess returns on offer thanks to EMs’ risk premium over developed markets, as well as the diversification benefits they can bring to portfolios; these characteristics have been helpful for many of Europe’s DB and DC schemes. 

  • Growing use of ESG data in investment
    Special Report

    The heat is on: exploring the role of investors in slowing down climate change

    ETFs Guide 2020

    While the Covid-19 crisis this year has had a devastating effect on society and global economies, it has had a positive impact on carbon emissions and has shown us all that it is possible to reduce our carbon emissions drastically. The goal now is to find a happy balance as we reignite global economies. Governments cannot drive progress on their own. So how can the investment industry play its part?

  • Deborah Fuhr, ETFGI
    Special Report

    ETFs rise to the challenge

    ETFs Guide 2020

    Exchange-traded funds and products (ETFs and ETPs) have been one of the biggest investment success stories in recent years. Their stunning popularity meant that, despite the shock of COVID-19, they had taken in US$294bn (€247bn) over the six months to end-June 2020, compared with US$210bn over the same period last year. 

  • Returns based on excluding versus tilting on fossil fuel reserves
    Special Report

    Low carbon ETFs: exclusion versus tilting

    ETFs Guide 2020

    The rise in investor awareness of climate risks and the increased allocation to passive strategies is set to continue. Tilting is becoming an alternative or complementary approach to traditional exclusion approaches to reducing carbon exposure.

  • Kenneth Lamont, Morningstar
    Special Report

    Are too many products spoiling the ETF broth?

    ETFs Guide 2020

    ETFs have been one of the finance industry’s great successes over the past three decades. With over 8,000 ETFs listed globally, the sector offers highly competitive fees and diversity of product, or so it is assumed. 

  • Most common uses of ETFs
    Special Report

    Bright future for ETFs in pension funds’ portfolios

    ETFs Guide 2020

    Despite the phenomenal rise in ETF adoption over the past few years, they still account for a relatively small portion of pension funds’ portfolios. As a recent survey by TrackInsight confirms, ETFs have room to grow with these institutional investors as they fit well with the dual nature of their mandate: meeting short-term liabilities while maximising long-term returns. 

  • Juha Venäläinen
    Special Report

    ESG ETFs: northern lights blaze a trail

    ETFs Guide 2020

    When the two mainstays of the Finnish earnings-related pension system decided to re-weight their vast passive equity exposure to reflect their environmental, social and governance (ESG) priorities, both found that, despite the plethora of ETFs now available, none met their precise needs. 

  • Howie Li
    Special Report

    Bond ETFs come of age

    ETFs Guide 2020

    In a situation as destructive as a global pandemic is it is difficult to find many winners. Hundreds of thousands of lives have been lost and economies have been brought to the brink – and we may still only be at the start of the saga. 

  • Matthew Tagliani
    Special Report

    Active ETFs: the transparency conundrum

    ETFs Guide 2020

    Since the first exchange-traded funds (ETFs) were launched in the early 1990s, they have had a huge impact on the asset management industry, pushing down costs and challenging the dominance of active managers.

  • Tracking error is tightly controlled ...
    Special Report

    The case for active ETFs

    ETFs Guide 2020

    Each day, more and more institutional investors are discovering how exchange-traded funds (ETFs) can enable them to make trades conveniently, access markets flexibly, diversify portfolios broadly, and manage fees and taxes efficiently. 

  • Top 10 asset managers, based on % of votes for resolutions
    Special Report

    Getting active on stewardship

    ETFs Guide 2020

    Providers of passive products like ETFs are no longer passive when it comes to stewardship. In active investment circles, stewardship has always sat naturally beside active stock selection as a way for portfolio managers to add value. That has not been the case on the passive side, where the focus has traditionally been on technical aspects of tracking indices, such as minimising tracking difference, to deliver for investors in terms of relative performance. 

  • howie li lgim
    Special Report

    Liquidity & Implementation: The shifting sands of index provision

    ETFs Guide 2019

    As ETFs are created to track ever more specialised market exposures, competitive pressures and new regulations are impacting the complex relationships between asset managers and index providers.

  • european fixed income etf aum
    Special Report

    Focus on Fixed Income: The rise and rise of fixed income ETFs

    ETFs Guide 2019

    When ETFs first broke up the active management party in the fallout of the financial crisis, it was equity funds that bore the brunt of the impact.